Consultant, Business Analysis - Fidelity TalentSource LLC

Job Description:

Position Description:

Documents business requirements, data requirements, and functional requirements in Confluence. Creates process flows, data maps, data flow diagrams, technical flows, and functional flows using Draw.io. Constructs dashboard mockups using Axure. Creates Epics to track project releases and status using JIRA. Translates business logic to create data requirements and metrics for dashboard Key Performance Indicators (KPIs) in Salesforce. Performs data analysis and validation using SQL queries on DBeaver tool. Builds Ad-Hoc reports for business users using Tableau. Partners with product and technology platform teams to gather and document business and systems requirements for new products and enhancements for exists products in an Agile construct.

Primary Responsibilities:

• Researches and evaluates alternative solutions to ongoing business issues.
• Builds data flows to combine, compute, and analyze data from different data sources.
• Determines and specifies business requirements, workflows, use cases, and processes for financial services products.
• Performs validation requirements gathering.
• Synthesizes data for actionable insights.
• Assesses performance of sales teams.
• Serves as a liaison to satisfy new and evolving Business Intelligence (BI) and reporting needs.
• Identifies, executes, and designs rich analytic User Interfaces (UIs).
• Provides timely metrics for key business decisions.
• Develops, documents, and revises system design and test procedures, and quality standards.
• Consults with management on systems.
• Ensures agreement on system principles.

Education and Experience:

Bachelor s degree (or foreign education equivalent) in Computer Science, Business Administration, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Consultant, Business Analysis (or closely related occupation) liaising with stakeholders and product owners to gather project goals and analyzing sales and service associates performance data in a financial services industry.

Or, alternatively, Master s degree (or foreign education equivalent) in Computer Science, Business Administration, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Consultant, Business Analysis (or closely related occupation) liaising with stakeholders and product owners to gather project goals and analyzing sales and service associates performance data in a financial services industry.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise (\u201CDE\u201D) building KPIs and metrics for sales and service associates in the financial domain, using Oracle, Snowflake, Airflow, and Alteryx.
• DE performing data warehousing implementations using Kimble dimensional modelling and data vault modelling with structured and unstructured data, testing strategies, and business use cases.
• DE designing and developing reports and dashboards using Tableau, Power BI, Salesforce CRM Analytics, OBIEE, SQL, and Excel.

Salary:\u00A0 $108,150.00 - $172,700.00 /year.

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Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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