Business Analysis Consultant-Business Intelligence

Fidelity Investments - Boston, MA (30+ days ago)4.1


Are you interested in delivering rich data analytics via the web and mobile to support Fidelity Capital Markets goals to increase profits and efficiency for all their business segments? The Business Intelligence Team is seeking an experienced business analyst to join our team.

The Expertise We’re Looking For
Bachelor’s or Masters’ Degree preferred
5+ years in business analysis or web product / platform delivery
5+ years of capital markets, brokerage or securities experience, business or technology
Ability to write clear and concise business use cases or requirements a plus
Series 7 license a plus
The Purpose of Your Role

The Business Intelligence Group within Fidelity Capital Markets is responsible for creating, managing, and delivering Customer Relationship and Workflow Management Tools, as well as rich data analytics and reporting via our portal for all FCM products and services.

The analyst position requires close interaction with the FCM’s business leaders, Finance, Product, Operations, Compliance, and Technology partners. The BI analyst will LEAD and DRIVE the internal customer experience and delivery of features and functions for our internal FCM Portal known as COMPASS. The analyst will wear many hats and must be flexible in the role with responsibilities for: business product / platform features, managing scope, writing requirements, testing, project delivery, training, and maintenance support.

The Skills You Bring
Your ability to engage your business partners to better understand their current and future information and workflow needs
You’ll tell the “WHY or WHAT IF” story through rich interactive visualization
You’ll multi task and adapt to change quickly and seamlessly
You will be responsive to shifting business and customer needs with high positive energy
Your ability for designing and implementing tight data controls in the UI to maintain data integrity
You’ll collaborate with team members and build strong internal relationships
Your ability to effectively communicate both written and orally to all levels of management
You’ll analyze data and deliver insightful analytics that drive results
Your ability to use advanced industry knowledge coupled with business experience to bring new consumer web products to market
The Value You Deliver
Consistent vision on enhancing the user experience for the FCM portal and information delivery
Leading the design on rich analytic UIs that provide timely metrics for our business decisions
Leading the migration effort of COMPASS functionality sourced from Sybase to Oracle
Leading the design for our new reporting and analytics strategy
Delivering an intuitive and streamlined Client onboarding and management experience
Delivering maintainable administration and entitlements capabilities that adhere to data security policy and standards
Delivering a consistent streamlined experience for search and workflow tools
How Your Work Impacts the Organization

Fidelity Capital Markets is the institutional trading arm of Fidelity Investments®, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. Fidelity Capital Markets offers a suite of electronic brokerage products and execution services across multiple asset classes, including equities, fixed income, options, and FOREX, as well prime brokerage, securities lending and municipal and bank issued brokered CD underwriting.

The Business Intelligence role provides the key data metrics and analytics our business partners require to continuously evaluate the profitability of their products and services, as well as their clients and potential sales prospects.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.