Demo

Business Analyst

Fidelity Investments
Fidelity Investments Salary
Smithfield, RI Full Time
POSTED ON 3/11/2025
AVAILABLE BEFORE 4/9/2025
Job Description

The Role

Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Business Analyst (Grade 4) on the Transfer Agent and Administration Team (TAAM) where you will play a key role in servicing, educating, and resolving day to day operational issues for our key client relationships as one of two AWD Administrators.

The Skills And Expertise You Bring

  • Bachelors or equivalent
  • 2 years of operations and/or service experience in the financial services industry
  • Experience with SS&C applications preferred
  • Workflow management experience
  • Technology background preferred
  • Trouble-shooting day-today AWD related issues
  • Building new and maintaining existing workflows to support the needs of the business
  • Partnering with the business to understand their needs to create efficient workflows within AWD
  • Prioritizing and completing AWD enhancement requests
  • Testing and facilitating upgrades to both AWD and Communications
  • Attending relationship meetings and working sessions with SS&C
  • Exploring new functionality within AWD and Communications that would be beneficial to be implemented into Client Services service model.
  • You think analytically, are intellectually curious, and propose solutions to meet client needs
  • You possess a solid knowledge of operational businesses and processes
  • You have excellent interpersonal, organizational, verbal, and written communication skills
  • You work well on teams and in cross-collaborative environments with internal and external clients
  • You generate clear, concise depictions of process, controls, and data flows
  • You coordinate project activities with well-defined scope and impact to the team
  • You have intermediate proficiency of Microsoft Office applications
  • Proactively identifying and acting on observed trends and feedback from associates or clients
  • Assessing the criticality of issues and raise to management as appropriate for timely resolution
  • Leading requirement and acceptance criteria of new features or improvements
  • Positioning associates for success by provisioning key platform capabilities and enhancements
  • Supporting a strategic vision and partner to align with goals and key performance indicators

The Team

The OSG Client Services TA Administration and Management team is responsible for the SS&C vendor management relationship. The team has a diverse landscape of responsibilities involving SS&C application oversight, configuration, defect management, system enhancements, event planning/oversight and testing. This Business Analyst role will be responsible for the Administration of SS&C’s workflow management tool AWD.

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.

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