Fidelity Investments · 1 week ago
Senior Business Analyst (SQL & Alteryx Developer)
Roanoke, TX
Full-time
Hybrid
Senior LevelFidelity Investments is seeking a highly motivated Senior Business Analyst to join their team. This role focuses on providing tailored client reporting solutions for large Defined Contribution clients, utilizing data preparation tools and cloud-based data warehousing platforms to deliver insights and support analytic requests.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Provide tailored client reporting solutions for Defined Contribution (DC) Clients using data preparation tools, database query languages, and cloud-based data warehousing platforms
Support and establish relationships across teams and business partners in supporting analytic & adhoc client requests
Act as a Data Storyteller providing data-driven, contextualized insights to effectively communicate narratives
Perform critical data analysis to mitigate and remediate significant production incidents impacting multiple Workplace Investing clients
Collaborate and work with CSA’s and CSM’s on the custom client reporting needs
Act as connection point to other analytical teams within WI and other BUs, forming positive relationships to lead and influence multi-functional teams
Identify client needs, determine the best data source, extract the data, and build a tailored report
Thrive in a collaborative environment with the India reporting team to ensure efficient crafting of recurring reports requested by clients
Qualification
Required
Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analysis
Knowledge of DC products/services and operational processes
Expert at synthesizing data and trends to develop key insights and storylines. These insights help effectively connect with leaders. The role requires experience with Alteryx, SQL, and Snowflake environments
Collaborate and work with CSA's and CSM's on the custom client reporting needs
Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence multi-functional teams
Ability to think strategically, challenge assumptions and provide thought leadership
Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story
Every day you identify the client need. Then, you determine the best data source, extract the data, and build a tailored report
You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients
Preferred
Prior WIDE to EDL Alteryx/SQL workflows migration experience is a bonus
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-04
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