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Consultant, Business Analysis - 2016989

Company: Fidelity Investments
Location: Smithfield, RI
Posted on: January 29, 2021

Job Description:

Collaborates with systems developers to design dashboards and reporting solutions that provide insights into sales associate and team performance. Monitors fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, government agencies, trade publications, company sources, and personal interviews. Identifies and resolves reporting issues. Develops and executes strategies for analyzing large quantities of data and identifying possible issues. Assesses the execution and performance of sales teams by analyzing customer relationship management (CRM) data and performs analysis on sales associate effectiveness.

Primary Responsibilities:

Builds or queries relational databases or big data environments.

Develops dashboards or reporting using visualization tools.

Leads the design of analytic user interfaces that provide timely key performance indicators (KPIs) for sales associates and leaders.

Ensures the overall integrity of data and reporting.

Identifies data points that may have been incorrectly transmitted to regulators.

Leads all phases of the analysis required to validate the correctness of data through identifying the appropriate data sources, sourcing the relevant data, performing complex analytics, and reporting results.

Exhibits sound judgment in determining methods of escalation.

Uses data to answer ad-hoc questions, as posed by the business, or inquiries, as posed by the regulators.

Creates new methods and queries to proactively identify discrepancies in data across several reporting platforms or in the flow of transaction data from upstream to downstream systems.

Analyzes opportunities to identify areas of improvement in existing procedures.

Produces daily and/or monthly analysis for management review.

Informs investment decisions by analyzing financial information to forecast business, industry or economic conditions.

Escalates key or sensitive issues appropriately to management.

Provides requested data and expertise in determining the accuracy and completeness of the reporting submitted.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Marketing and Technological Innovation, Information Technology, Information Systems, or a closely related field and five (5) years of experience in the job offered or five (5) years of experience performing business and systems analysis of solutions for licensed financial services associates within a financial investment services domain.

Or, alternatively, a Masters degree (or foreign education equivalent) in Marketing and Technological Innovation, Information Technology, Information Systems, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing business and systems analysis of solutions for licensed financial services associates within a financial investment services domain.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) performing complex data integration and transformation for dashboard and reporting solutions, using SQL and Alteryx; designing data workflows (using Alteryx) to integrate data cross disparate sources -- Oracle databases and Salesforce -- for use in the creation of complex logical metric calculations; performing exception-based data quality assurance and applying data security practices; protecting and masking sensitive personally identifiable information (PII) -- account and social security numbers; and performing data security by creating and administer user groups and managed permissions.

DE developing reports and dashboard solutions to track financial information performance of financial services associates and their progress towards goals and commitments -- using Tableau, OBIEE, Salesforce, data visualization, trending, and peer benchmarking; performing data extraction, transformation, and loading, using SQL, Alteryx, Salesforce Data Loader, and Salesforce Workbench.

DE performing data analytics for financial service clients -- audit, risk, compliance, security, and retail investment roles; and reporting on retail investment products, including managed accounts and life insurance, using Tableau and OBIEE.

DE supporting product delivery and project management -- performing business, systems, and data analysis (using Visio and SharePoint), process and use case modeling, management communication, project and business risk management, storying writing, and sprint tracking (using JIRA) -- in a financial services domain, following Agile, Scrum, and Waterfall methodologies.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2016989.

Keywords: Fidelity Investments, Middletown , Consultant, Business Analysis - 2016989, Finance , Smithfield, RI, Connecticut


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