Business Analyst
| Company | Fidelity Investments |
|---|---|
| Location | Westlake, TX, USA, Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
- Bachelor’s degree preferred