Fidelity

Fidelity

Posted via Workday

Business Analyst

Posted Oct 29, 2026

Role at a glance

Job function
AI & Data Data Analytics
Salary
Not Disclosed
Location
Smithfield, Rhode Island, United States
Employment
Full-time
Experience
3 plus years of business analysis experience.
Education
Bachelor’s degree preferred.
Visa support
Fidelity will not provide immigration sponsorship for this position.

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Role Summary

AI-generated

Business Analyst role within OSG Client Services that translates business objectives into reporting and data visualization solutions for internal Fidelity business units. The role focuses on actionable insights that support day-to-day operations and long-term strategies.

What You'll Do

  • Transform business needs into clear, actionable reporting and data visualization solutions.
  • Analyze business reporting requests and identify appropriate data sources to develop accurate and actionable reporting solutions.
  • Lead or contribute to projects with broad scope and significant departmental impact.
  • Drive continuous improvement in team processes and reporting capabilities.
  • Build and maintain a strong network of colleagues across Fidelity Enterprise.

Generated from the employer's posting. Verify important details before applying.

View full posting

Qualifications

Business analysis background with SAP BusinessObjects, SQL, Snowflake, and Power BI reporting skills.

Required

  • 3 plus years of business analysis experience
  • Foundational knowledge in SAP BusinessObjects reporting and Universe development
  • Basic understanding of SQL development, including queries, joins, subqueries, aggregations, and performance optimization
  • Demonstrated experience leveraging SAP BusinessObjects, Tableau, and Power BI to support enterprise reporting, analytics, and business...
  • Experience with Snowflake Data Platform, Data Structures, and Data Integration
  • Ability to design and create interactive Power BI dashboards, reports, and visualizations that deliver actionable business insights
  • Experience partnering with technology teams to source and integrate new data
  • Exceptional communication skills, both written and verbal, with the ability to influence stakeholders

Preferred

  • Bachelor’s degree

Original job description

Content provided by the employer

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Join our team delivering innovative reporting solutions within OSG Client Services. We partner with internal business units across Fidelity to provide actionable insights that support day-to-day operations and long-term strategies. In this role, you will translate business objectives into impactful reporting solutions, align with our data visualization strategy, and continuously improve processes to drive efficiency and value.

Key Responsibilities

  • Transform business needs into clear, actionable reporting and data visualization solutions.
  • Lead or contribute to projects with broad scope and significant departmental impact.
  • Proactive team player who engages others, questions assumptions, and promotes innovative solutions through collaboration.
  • Analyze business reporting requests and identify appropriate data sources to develop accurate and actionable reporting solutions.
  • Building and maintaining a strong network of colleagues across Fidelity Enterprise.
  • Make informed decisions independently within a wide context.
  • Drive continuous improvement in team processes and reporting capabilities.
  • Demonstrate curiosity and a strong desire to understand systems and workflows.
  • Approach challenges with a hands-on, problem-solving mindset.


The Expertise and Skills You Bring

  • Bachelor’s degree preferred.
  • Foundational knowledge in SAP BusinessObjects reporting and Universe development
  • Basic understanding of SQL development, including queries, joins, subqueries, aggregations, and performance optimization to support reporting and analytics requirements.
  • Demonstrated experience leveraging SAP BusinessObjects, Tableau, and Power BI to support enterprise reporting, analytics, and business intelligence initiatives.
  • Experience with Snowflake Data Platform, Data Structures, and Data Integration.
  • Ability to design and create interactive Power BI dashboards, reports, and visualizations that deliver actionable business insights.
  • Experience partnering with technology teams to source and integrate new data.
  • 3 plus years of business analysis experience.
  • Exceptional communication skills—both written and verbal—with the ability to influence stakeholders.

The Team

As part of the OSG Client Services Reporting Team, you’ll join a high-performing group dedicated to delivering accurate, timely, and insightful reporting for a diverse set of internal business partners.


Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Business Analysis

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.

Fidelity

About the company

Fidelity

Large Enterprise

Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.