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Fidelity Investments

Manages investments and workplace retirement plans

Director of Business Analysis

Business AnalysisConfirmed live in the last 24 hours
Full-timeBoston, MA, USA$95k - $186k /yr

About the Job

Requirements

  • A bachelor's degree in Finance, Data Analytics, or equivalent is required; an MBA or advanced degree is preferred.
  • At least 8 years of professional experience in Finance or Business/Data Analysis.
  • Deep understanding of data architecture and business/data analysis practices, with the ability to mentor and train others.
  • Ability to design, implement, and optimize routines and processes for greater efficiency and effectiveness.
  • Strong executive communication skills, including conveying complex information and data simply and meaningfully.
  • Ability to prioritize and take accountability for individual work and the work of the team in a fast-paced organization.
  • Experience leading projects, ideally related to data.
  • Solid understanding and use of data visualization tools such as Tableau or Power BI.
  • Experience working with SQL, including querying and manipulating data in Snowflake and relational databases.
  • Ability to work independently and collaborate across all levels of the organization.
  • Flexibility and resourcefulness to lead several priorities in a deadline-driven environment and comfort with ambiguity.
  • Ability to gain subject matter expertise quickly and apply institutional knowledge to develop quality analytics.
  • Ability to take initiative and seek creative solutions that challenge conventional approaches.
  • Strong interpersonal skills and ability to proactively build consultative relationships across Finance, Technology, and the business.

Responsibilities

  • Lead and project manage delivery of data products that support enterprise analytics, while directing business analysis efforts across a portfolio of initiatives.
  • Work across domains including Assets and Flows, Customer and Client, and Interaction Data to define requirements, validate solutions, and ensure alignment with business strategy.
  • Lead cross-functional efforts from concept through delivery, managing timelines, risks, and communications.
  • Translate strategic priorities and business use cases into well-defined business requirements and actionable test plans.
  • Direct business analysis activities, including data validation, issue resolution, and stakeholder alignment.
  • Support development of scalable data products that drive decision-making.
  • Support development of intelligence capabilities combining data, analytics, visualization, and AI to deliver actionable business insights.
  • Help advance BPM Data Strategy and the Intelligence Platform vision.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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