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Senior Business Analyst, Quality - 1802662

Company: Fidelity Investments
Location: Westlake, TX
Posted on: March 22, 2018

Job Description:

Duties: Consults and facilitates with business users in order to capture

business requirements and facilitates the design, development, and

implementation of proprietary information systems and/or process solutions

for complex business problems. Translates business objectives/requirements

into analysis plans and functional system designs, for Fidelity’s

proprietary applications and technology systems, primarily for the middle

office. Analyzes and develops metrics and proprietary tools to measure

process improvement opportunities and provide transparency on transaction

processing. Periodically interfaces with senior management to understand

high level stakeholder requirements.

Primary Responsibilities:

• Performs end-to-end analysis at business unit and department level.

• Communicates analysis results to key project stakeholders,

including deliverables, conclusions, and recommendations.

• Identifies systems, reporting, and analytical needs at the business

unit and department level.

• Develops and implements proprietary automated systems and processes

to enable associates to directly access reports.

• Designs and configures analytics reports to address business

objectives.

• Schedules and maintains reports.

• Ensures automated reporting system for Personal Investing business

unit associates to pull reports directly from the system.

• Creates dashboard views for different business users.

Requirements: Bachelor’s degree (willing to accept a three year degree or

foreign education equivalent) in Finance, Commerce, Accounting, Statistics,

Business Administration, Mathematics, or a closely related field and three

(3) years of experience in the job offered or three (3) years of experience

in data modeling, data analysis, and data transformation within the

financial industry; Or, alternatively, a Master’s degree (or foreign

education equivalent) in Finance, Commerce, Accounting, Statistics,

Business Administration, Mathematics, or a closely related field and one

(1) year of experience in the job offered or one (1) year of experience in

data modeling, data analysis, and data transformation within the financial

industry. Candidate must also possess: Demonstrated Expertise (“DE”)

performing data analytics of the customer journey across distribution

channels -- phone centers, web and retail investor centers -- to identify

process improvement opportunities to drive scale, efficiency, and quality

improvements; DE using Alteryx, Tableau, and XTRAC to generate and collate

data for analytical purposes; and managing projects using Agile tools and

methodologies -- Scrum, Kanban and Jira; DE identifying KPI’s for

operational improvement and building dashboards in Tableau for

stakeholders; DE gathering and interpreting business and stakeholder

requirements, functional, and technical requirements, analytical

strategies, and data transformations to support and inform business

decision making within a direct to consumer financial services company,

including finance, distribution, products, marketing, sales, and service

domains.

To apply, visit http://jobs.fidelity.com and search for Job Number 1802662.

Keywords: Fidelity Investments, Dallas , Senior Business Analyst, Quality - 1802662, Finance , Westlake, TX, Texas


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