Job Description:
The Role
Are you an experienced, tech-savvy, hard-working Business Analyst who wants to work with like-minded peers on exciting new challenges? If so, this is your opportunity to join our learning team at Fidelity Investments supporting Workplace Investing (WI) associates! The Business Analyst is a lead resource in developing in-depth analyses and improved reporting within Talent & Learning (T&L). You will research, test, and fix technology enabled solutions that optimize the modern learner’s experience. You will work closely with members of the T&L organization, other Fidelity Learning & Development groups and Workplace Investing business partners to ensure the innovative technology solutions meet the business needs of our key partners and Fidelity’s learners.
The Expertise and Skills You Bring
You will drive key analysis in T&L operations from initial prioritization through final delivery and publication/review of the results. You can produce intuitive and impactful visualizations using sophisticated data sets. Will be a technical authority in the development of analysis solutions to sophisticated business needs using SharePoint, Power Automate, MS Forms and Power BI. You will deliver self-service reporting/analytics as well as respond to senior management requests for analysis. You will assist with technical knowledge and help mentor other team members. You will proactively seek opportunities to provide valuable insight while looking for continuous improvement and incorporating feedback from business partners.
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High degree of experience in SharePoint (lists), Power Automate, MS Forms and Power BI technologies
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Strong capabilities with Excel and PowerPoint
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Very strong analytical, technical, problem solving and interpersonal skills with the ability to engage internal customers with little-to-no support
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Ability to prioritize, strong time management and organizational skills
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Detail oriented complemented by a focus on accuracy
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Keen ability to build and influence relationships
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Self-motivated teammate that can partner on solutions and work independently
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Bachelor’s degree or equivalent with a 3+ years Financial Services and/or Analytics experience
The Team
The Business Analyst is part of the Operations group in WI Talent & Learning. We provide support for T&L associates so that they can meet the learning needs of our business partners. This role is integral to helping our organization move forward in driving vitality and crafting a culture of continuous learning in a productive and enjoyable manner, using intuitive learning technology and tools!
Certifications:
Category:Business Analysis
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
