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Fidelity Investments · 6 hours ago

Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team

Merrimack, NH

Full-time

Hybrid

Senior Level

5+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Business Analyst Consultant for their FIA OCI/FIN Record Keeping Platform Team. The role involves supporting platform health and modernization efforts while collaborating with multiple stakeholders to ensure successful project outcomes.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Support multiple squad initiatives aimed at growing our core business and scaling our technology

Focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA)

Participate in initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN partner data

Qualification

Business acceptance testingSQLData analysisAPI documentationTechnical program managementAnalytical skillsOperational efficiencyCredibilityTrust buildingCollaborationStrategic thinking

Required

Bachelor's degree with 5-8 years of experience

Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met

Proficiency in business acceptance testing, validation exercises, and release management

Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements

Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results

Foundational exposure to Snowflake or similar data platforms Experience in SQL and ability to write and interpret SQL queries for data analysis and validation a plus

Experience conducting business acceptance and validation testing and to leading the team through various stages of the release cycle

Consistent track record of planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions

Understanding of API documentation, payloads, and integration workflows

Ability to lead initiatives and take accountability for overall program success

Effectively translate business needs into technical requirements for developers and designers

Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business

Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise

Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency

Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations

Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority