Business Intelligence Analyst

3 weeks ago

Durham, North Carolina, United States Fidelity Investments Full time
Job Description:

The Role

As a key member of the Planning Intelligence Squad at Fidelity Investments, you will play a crucial role in shaping the future of financial planning. We are seeking an Analyst with a strong business and systems-focused background to help build the next generation of Artificial Intelligence logic associated with financial planning applications.

This role is a core business member working within a cross-functional development squad. You will actively drive strategy through defining the problem, assessing data, analyzing needs, and bringing a client-centric lens to the development of a solution.

The position combines big-picture vision with practical execution, making it a phenomenal opportunity for candidates passionate about innovation and financial technology.



Responsibilities:

• Collaborate with product managers, artificial intelligence engineers, and data scientists to define project goals and requirements.
• Conduct thorough analysis of business processes, automated processes, and next best actions using quantitative and qualitative data to prioritize areas for improvement.
• Translate business needs into actionable plans, ensuring alignment with overall product offering and business goals.
• Participate in agile development cycles, providing insights and feedback to enhance customer experiences.
• Work closely with partners to collect requirements, document use cases, and create user stories.
• Analyze data, generate reports, and present findings to inform decision-making.
• Champion customer-centric design principles, advocating for outstanding user experiences.

Requirements:

• Bachelor's degree or equivalent with 8+ years' professional experience or Masters' degree with 6+ years is required.
• 4+ years in financial planning experience, with project management or product development background
• Certified Financial Planner (CFP) designation is a plus
• Client-facing or distribution experience is a plus
• Passion for financial wellness
• Intellectually curious and models a culture of learning and collaboration.
• Strong verbal and written communication skills with the ability to craft and present successful presentations using PowerPoint.
• Skilled at building credibility and trust with diverse partners
• Strong analysis skills, critical thinking, and a collaborative approach of delivering client experiences in a digital world.
• Strong product development skills, including creating business requirements and understanding system requirements.
• Strong project management skills and driven to own several initiatives at once
• Customer-focused attitude and aim to understand our clients and craft experiences to help both clients and advisors.
• Ability to work in a fast-paced and frequently ambiguous environment.
• Willingness to upskill and build technical competence in working with software developers and data scientists.
• Thinks strategically about end-to-end experiences, implementation, and measurement.
• Defines experimentation learning agendas and success metrics.
• Enables work across business units and teams to ensure the best client experiences.

The Team:

The Planning Intelligence Squad is working to redefine financial planning at Fidelity Investments. Our focus is to shift from analyzing a single goal a client may have, to analyzing the client's full financial picture. Our work will support a client who is looking to make an informed decision in their financial lives, leading to better outcomes in their future. The squad's work starts with defining and understanding client trends & behavior using Fidelity's tools and evolving the financial planning products our clients and advisors' use. The role is part of the Financial Planning & Advice Product area within the Wealth Solutions Domain.

Our Values Include:

Client Obsession:
We believe that the client is at the center of everything we do.

A Commitment to Growth:
One day a week is dedicated to learning and stretching beyond our comfort zone.

Community/Culture:
We promote an inclusive and diverse community that is supportive to new ideas and perspectives.

Certifications:

Category:
Business Analysis

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