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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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