The Purpose of This Role
The Vision and Mission of Solutions Office is to enable our internal customers and clients with simple, intuitive, and scalable solutions to reduce risk and effort. In this role, you will lead the projects, gather, access and scope requirements, groom the stories in collaboration with development and automation teams and rollout the solutions to the users. You will also be required to work on complex data requests which include gathering the data from Fidelity systems, use excel to analyze, consolidate, and summarize the data in the required format and deliver to requestors.
The Expertise We’re Looking For
- Proficient in data analysis and reporting
- Proficient in MS Word, Excel, and PowerPoint
- Proficient in Excel formulas
- Proficient in pulling reports from different sources, aggregating, and summarizing in the client’s required format
- Proficient in requirement gathering, analysis and documentation
- Proficient in understanding business processes and creating process flows
- Ability to complete complex requests needing high degree of domain and process knowledge
- Own couple of services such as corporate actions, deconversions as a SME
- Consult with relationship managers and explain them the process as a SME
- Facilitate discussions with diversified stakeholders
- Flexible, with a willingness to adapt to the changing needs of the solutions office
- Bachelor’s degree preferred
The Value You Deliver
- Assist with the requirement gathering, assessment and scoping
- Deliver the client data reports accurately and in the required format which are very critical for plans sponsors and advisors
- Create efficiency within MD organization by owning services and completing requests on their behalf
- Consult with MDs to ensure seamless submission of requests with utmost quality & timeliness
- Establish and facilitate customers meetings
- Being Good-Better-Best approach to work to continuously improve the services
The Skills that are Key to this Role
- Strong in data analysis and reporting
- Excellent critical thinking, analytical and problem-solving skills
- Outstanding listening and communication skills
- Ability to adjust to changing circumstances quickly and professionally
- Strong time management and organizational skills with the ability to balance multiple challenging priorities
- Ability to complete complex business requests needing high degree of judgement
- Brings consultative approach
- Ability to facilitate discussion with senior stakeholders
Note: Fidelity will not provide immigration sponsorship for this position
Certifications:Category:Business AnalysisFidelity’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.
Similar Jobs
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.
