Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly motivated and experienced Senior Business Analyst to join the Client Reporting team. This role is responsible for delivering customized reporting and analytical solutions for some of the nation's largest Defined Contribution (DC) clients. The ideal candidate combines strong analytical expertise with the ability to transform complex data into actionable business insights through compelling storytelling.
In this role, you will build and maintain strong partnerships across business teams, supporting both strategic and ad hoc client reporting requests. You will serve as a trusted data consultant, leveraging tools such as Alteryx, SQL, and Snowflake to identify trends, uncover insights, and communicate meaningful narratives to business leaders and clients.
Additionally, you will perform critical data analysis to support remediation of incidents affecting Workplace Investing clients. You will also play an important role in supporting the migration of reporting workflows from WIDE to EDL, helping drive modernization, operational efficiency, and reporting excellence.
Expertise You Have and Skills You Bring
- Exceptional analytical and problem-solving skills with the ability to break down complex business questions and large datasets into structured, actionable insights.
- Strong knowledge of Defined Contribution (DC) products, services, and operational processes.
- Advanced experience using Alteryx, SQL, and Snowflake to analyze data, identify trends, and develop meaningful insights that support business decision-making.
- Proven ability to synthesize data into compelling narratives and executive-level presentations for leaders and stakeholders across the organization.
- Experience partnering with Client Service Administrator (CSAs) and Client Service Managers (CSMs) to develop and deliver customized client reporting solutions.
- Ability to build strong relationships across Workplace Investing and other business units, serving as a key connection point between analytical teams and business partners.
- Demonstrated success influencing cross-functional teams and fostering collaboration to achieve business objectives.
- Strategic mindset with the ability to challenge assumptions, identify opportunities, and provide thought leadership.
- Ability to independently identify client needs, determine the appropriate data sources, extract and analyze data, and deliver tailored reporting solutions.
- Experience supporting workflow modernization initiatives, including WIDE to EDL Alteryx/SQL migrations, is preferred. Similar migration or data platform transformation experience is a plus.
The Team
The Client Reporting Team is dedicated to supporting Client-Facing and Operations teams that deliver exceptional service to our Defined Contribution clients. Through innovative reporting solutions, analytics, and data-driven insights, we enable our front-line associates to focus on addressing the most important needs of our clients.
This role is part of the broader Defined Contribution Client Services Organization (DC CSO). The organization plays a critical role in supporting more than 18,000 retirement plan clients, providing the analytics, reporting, and operational support necessary for effective retirement plan administration. Our team creates value for plan sponsors by delivering timely, accurate, and insightful reporting solutions that support informed business decisions and enhance the overall client experience.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Exceptional analytical and problem-solving skills, including the ability to analyze complex business questions and large datasets
- Strong knowledge of Defined Contribution products, services, and operational processes
- Advanced experience using Alteryx, SQL, and Snowflake for data analysis and insight development
- Experience synthesizing data into compelling narratives and executive-level presentations
- Experience partnering with Client Service Administrators and Client Service Managers on customized client reporting solutions
- Ability to build strong cross-functional relationships and influence teams
- Strategic mindset with the ability to challenge assumptions, identify opportunities, and provide thought leadership
- Ability to independently identify client needs, determine data sources, analyze data, and deliver tailored reporting solutions
- Experience supporting WIDE to EDL Alteryx/SQL migrations or similar data platform transformations
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.
