Data Analyst

The Workplace Investing Data Conversion and Implementation team is looking for a Data Analyst to join our growing Defined Benefits organization!

The Purpose of Your Role

The Analyst will primarily be focused on supporting client corporate actions. They will lead the effort to update a client’s data during these ongoing projects and afterwards as needed. The candidate must be proficient in data analysis, systems analysis or implementation analysis capabilities and be able to work between multiple update requests at a time.

The Team

The Defined Benefit organization provides companies with the expertise and convenience of a single provider to administer their DB plans which promises to pay specified pension payment, lump-sum or combination thereof on benefits to participants at retirement that is predetermined by a formula based on the employee's earnings history, tenure of service and age, rather than depending directly on individual investment returns.

For administering these DB plans, our team plays a key role in converting data from the prior record keeper to Fidelity's systems. As part of these implementations, we get along with Clients, Prior record keepers and internal business/operations partners.

The Expertise You Have

· Proven ability in a data analysis role (minimum 3-5 years experience)

· Strong analytical and communication skills, as well as a solid grasp of the organizational structure supporting implementation and ongoing projects

· Data Exchange knowledge and analysis skills to lead, execute, or assist on all assigned work throughout the project; examples of projects: implementation of a new client or Corporate Actions

· Defined Benefits knowledge required

The Skills You Bring

· Excellent analysis skills, preferably data analysis skills, are required

· Solid experience with query languages such as SQL

· Experience with ETL Tools (i.e. Informatica), Snaplogic is a plus

· Should have proven general experience programming languages and relational databases

· Excellent oral and written communication skills

· Work optimally as a team member

· Demonstrate solid leadership skills; are highly organized, self-motivated with strong time management skills and an ability to handle various tasks simultaneously

· Ability to thrive in a matrix-managed environment across multiple locations and functions

· Broad application/technology experience is a plus

The Value You Deliver

· Analyzing the client source data to identify issues, potential causes, and suggested remediation

· Navigating the organization, bringing together interested parties, negotiating differences, and drawing effective conclusions

· Asking appropriate questions to extract information, follow up and bring closure to issues

· Learning and applying WI’s Systems and Processes as they pertain to the job (such as analysis process and data loading process)

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.

Information about Fidelity investments

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.