Business Intelligence Analyst

4 weeks ago

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

The Role

We are seeking a highly skilled Business Analyst to join our Planning Intelligence Squad. As a key member of our team, you will play a critical role in shaping the future of Artificial Intelligence & Financial Planning. Your strong business and systems-focused background will enable you to build the next generation of AI logic associated with financial planning applications.

This role combines big-picture vision with practical execution, making it an ideal opportunity for candidates passionate about innovation and financial technology. You will work closely with product managers, AI engineers, and data scientists to define project goals and requirements, conduct thorough analysis of business processes, and translate business needs into actionable plans.

Responsibilities include:

  • Collaborating with cross-functional teams to define project goals and requirements.
  • Conducting analysis of business processes and automated processes to prioritize areas for improvement.
  • Translating business needs into actionable plans, ensuring alignment with overall product offering and business goals.
  • Participating in agile development cycles, providing insights and feedback to enhance customer experiences.
  • Working closely with partners to collect requirements, document use cases, and create user stories.
  • Analyzing data, generating reports, and presenting findings to inform decision-making.
  • Championing customer-centric design principles, advocating for outstanding user experiences.


The Expertise and Skills You Bring

  • Bachelor's degree or equivalent with 8+ years of professional experience or Master's 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.
  • Intellectual curiosity and 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 to 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. 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:

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 people's 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 top 10 Best Place to Work in 2024. 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. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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

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