Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an RPA Analyst to work in Fidelity’s Charitable group in Westlake, TX

The Fidelity Charitable light automation analyst will be supporting Fidelity Charitable’ s operational teams with various automation and reporting/data needs. Your responsibilities will range from applying groundbreaking tools such as RPA, Power Automate, Tableau and others to ultimately help the teams achieve their goals.

• Drive customer experience for both internal and external partners
• Experience with various light automation tools (RPA: Blue Prism, Power Automate, macro development) preferred.
• Should be comfortable with SQL queries.
• Minimum of 12 months’ experience in design, configuration, testing and support of automated processes and data reporting.
• Experience working closely with business functions, developing, and analyzing requirements, creating test cases, and preparing reports, user guides, and other supporting materials.
• Comfortable challenging the status quo and proposing new opportunities to business partners.
• Excellent analytical and quantitative problem-solving skills; ability to interpret data to drive business decisions.
• Demonstrate a high level of accuracy/attention to detail.
• Ability to work independently and manage multiple projects, as well as collaborate within a team.

• Work with authorities and process owners across Fidelity Charitable to understand and assist with the development of their automated solution design, ensuring they deliver a solution that meets RPA/UDA technical requirements.
• Assist businesses with opportunity assessments to identify and prioritize business processes that are potential candidates for automation.
• Help business units retrieve necessary data and help to analyze.
• Act as a central point of knowledge and control owner for automation capabilities and support the development and testing of proof-of-concept initiatives.
• Provide support and resolution of any production incidents or outages related to automated solutions.
• Fully and clearly document business processes.

Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Our culture is compassionate, empowered, and innovative. You will build a legacy, embody the vision of our founder, and shape the future of philanthropy. As part of Fidelity Charitable’s Data & Shared Services Product Area, you will join a team responsible for the robust data ecosystem the Charity relies upon to deliver significant philanthropic benefit to our donors and non-profit organizations. Personally, you will have a key role in developing a culture of quality data, by embedding Data Quality principles in the Charity’s core business and technical functions.

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will be moved to our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.