Senior Business Analyst - Client Reporting

Job Description:

The Role

The Client Services Reporting Analyst is responsible for providing solutions to custom reporting needs for some of America’s largest Defined Contribution (DC) Clients. In addition, they will support client service team members in resolving product, service or plan set up issues for our clients.

• Identifying the content, format and data for strategic client reports and validating the information provided meets the client’s needs.
• Collaborate with business and technology partners to facilitate requirements gathering for new reporting and enhancements to existing reports. Define and document the specifications for key management reporting requests.
• Leverage tools such as SQL, Alteryx and Excel to build out client specific or cross-client solutions to address common and complex client reporting needs.
• Manage Inventory of existing custom client reports and facilitate the triage and prioritization for new custom client reports

The Team

The Business Management Team is passionate about supporting the Client Facing and Operations teams that provide first class service to our DC clients. The solutions, tools, and reports we provide allow our front-line associates to focus on the true needs of the client.

The CAR Specialist is primarily responsible for supporting Workplace Investing DC Client and Participant Services department by investigating and resolving participant and plan sponsor issues related to their respective defined contribution plans. The Customer Account Resolution Specialist will demonstrate their knowledge of Fidelity’s DC products and processes to make adjustments (highest-complexity) on Plan, participant retirement accounts in accordance with 401K rules and regulations.

The Expertise and Skills You Bring

• Proven ability working with Defined Contribution plans
• Strong database/Excel skills required.
• Experience with enhanced PSW reporting is required and expertise knowledge of this platform is preferred.
• Technical capability required, as you will need to learn and use Alteryx, a new reporting platform configurable by business users, to develop reporting solutions.
• Prior experience with macros or basic SQL query preferred.
• Ability to apply analytical and social skills to identify the true requirements of our client’s reporting needs.
• Confidence with providing guidance and expertise to our client facing associates regarding all technical aspects of custom client reporting.
• On a daily basis you are able to identify the client need, determine the best source of data to meet the need, extract the data and create a professionally tailored report.
• You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients.
• You apply analytical skills to drive creative solutions for both our reporting team as well as other functions across Client Service Operations

Certifications:

Category:

Business Analysis

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 every other week (all business days, M-F) in a Fidelity office.