Job Location: Durham, NC
Job Description:
As a Business Analyst Consultant within the Defined Benefit Operation, you blend deep Defined Benefit domain expertise with a passion for collaboration, innovation and client management. You will actively work with Systems, Agile squads, domain leads, functional leads and Client Services to support the strategic direction of the business, handle highly complex Plan and Participant issues to resolution and work with domain experts to solution client improvements and enhancements through corporate actions & change orders. You will also engage with other lines of business on projects that have an effect on other Defined Benefit products and services. You will serve has the Defined Benefit domain authority, often leading the organizations complex issues to closure.
The Team
This role will reside within Workplace Investing Defined Benefit Operations division. You will be responsible for handling and coordinating the delivery of Defined Benefit business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and BIDS across Fidelity. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.
The Expertise We’re Looking For
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Bachelor’s Degree and/or 8+ years of business analytics or project management experience
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Working knowledge of Employee Benefit Plan Terminology, concepts & administrative practices
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Ability to balance day to day management of several project related responsibilities and tasks including prioritized requests. Experience in Project Management and/or Analytics
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Experience in consulting or corporate work experience, passionate about using data to uncover insights that drive action and presenting analyses to technical and non-technical audiences.
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Working experience with data analytics, SQL, visualization tools, including Tableau, TOAD
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Sophisticated Software testing experience
The Skills You Bring
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Ability navigate across the Fidelity organizations and at various levels within the organization
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Sophisticated process and technology skills; ability to understand end to end processes and translate requirements to enable standardization and automation with little to no mentorship
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Good communication, both verbal and written; ability to implement/facilitate change. Proficient with presentation design
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Forward looking, analytic, continuous improvement mentality. Demonstrate a mix of analytics and technical skills. Ability to analyze/coordinate large amounts of data
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Project consulting experience including requirement discovery and solution design
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Sophisticated expertise in Defined Benefit technology relevant to responsibilities, including communications, languages, environments, operating systems and databases. Core understanding of the Configuration elements and their relation to user interface and business processes
The Value You Deliver
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Lead planning activities and other relevant meetings
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Negotiate with client services and management to focus on the high priority work
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Evaluate requests from other areas of the firm to determine impact to the processes you serve and represent DB’s operational interests to senior leadership. Evaluate/serve as SME for system/process improvements and changes
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Collaborate with Leads or Vendors as requirement clarifications are needed
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Lead multiple highly sophisticated projects and complete project work on time and on budget to support high quality, profitable service delivery
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Own and analyze operational issues and recommend business solutions, based on knowledge of client’s plan design and system functionality.
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Lead high profile Service Recovery efforts
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling Dynamic Working.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
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