Fidelity Investments
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Business Analyst in the Digital Engagement and Transformation organization, we partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences. Through data-based research, AI, ML Models, and experience-based design we help deliver new features and capabilities within our Mobile and Web based products.
This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.
As a Business Analyst, you will:
Collaborate with and build relationships across multi-functional teams, including analytics, artificial intelligence, technology, product, and marketing teams, to ensure successful delivery of new initiatives and continuous measurement of outcomes.
Support delivering initiatives to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.
Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.
Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.
Stay updated with industry trends in customer experience and personalization.
Expertise and Skills
Working towards a Master’s Degree in the areas of business (finance/investment related), computer science, data analytics, business analytics or a similar field is preferred
Excellent problem-solving skills and attention to detail.
Ability to communicate and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.
Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.
The Team
As a team supporting Fidelity’s Digital Organization, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.
As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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