Job Description:
The Role
The Client Services Reporting Developer is responsible for creating custom reporting solutions for some of America’s largest Defined Contribution (DC) Clients through the Alteryx reporting platform. In addition, they will support client service team members in resolving product, service or plan set up issues for our clients.
·Collaborate with business partners and our reporting Business Analyst to facilitate requirements gathering for new reporting and enhancements to existing reports.·Leverage tools such as SQL, Alteryx, PowerBI and Excel to build out client specific or cross-client solutions to address common and complex client reporting needs.·Collaborate with development peers to share knowledge and provide consultation on complex reporting requests·Apply Alteryx development standard methodologies to provide clear documentation and produce reports with high-quality results·Provide oversight for the end-to-end lifecycle of Alteryx development being completed by team members
The Team
The Business Management Team is focused on supporting the Client Facing and Operations teams that provide first class service to our DC clients. The solutions, tools, and reports we provide allow our front-line associates to focus on the true needs of the client.
The Reporting Developer role is part of the broader Defined Contribution Client Services Organization. DC CSO plays a meaningful role every day in servicing over 18,000 401k record keeping clients. We bring value to these Plan Sponsors by providing analytics and reporting to support the administration of their retirement plans.
The Expertise and Skills You Bring·Strong database/Excel/Alteryx/SQL skills required.·Prior experience with macros or Power BI preferred.·Proven track record working with Defined Contribution plans·Ability to apply analytical and communication skills to identify the true requirements of our client’s reporting needs.·Confidence with providing mentorship and expertise to other developers on the team regarding all technical aspects of custom client reporting.·On a daily basis you are able to identify the client need, determine the best source of data to meet the need, extract the data and create a professionally tailored report.·You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients.·You apply analytical skills to drive creative solutions for both our reporting team as well as other functions across Client Service Operations
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.
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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.
