Fidelity Investments
Business Analyst Consultant
Smithfield, RI
Jul 23, 2025
Full-time
Full Job Description

Job Description:

The Role

We are looking for a highly motivated and experienced individual to join the team as a Business Analyst Consultant providing project management support for Fidelity Fund and Brokerage Operations (FBOT) Billing teams and applications.

The Business Analyst Consultant leads initiatives such as Billing Modernization program with diverse complexity and scope. Our analyst provides business & technical knowledge while collaborating with the various squad members to drive business requirements and business testing to support the program's dedication to accuracy and quality billing.

In addition, the business analyst will collaborate with billing teams to consult or develop interactive data visualization dashboards to help drive the future of reporting.

The Expertise and Skills You Bring

  • *Bachelor's degree with 8+ years of professional experience

  • *8+ years of related experience with project management, Agile Enablement, Business Analysis and/or Financial Support of Technology organizations strongly preferred.

  • *Ability to assess stakeholder needs and effectively communicate recommendations and influence leadership as needed.

  • *Lead defining billing requirements for Billing Modernization and test scenarios for Business Acceptance Testing

  • *Experience carrying out projects in an agile environment

  • *Strong interpersonal skills with the ability to build productive, collaborative relationships across a broad array of functional areas.

  • *Can manage multiple, competing priorities and make sound/independent decisions.

  • *Proven experience in analyzing data to produce actionable insights

  • *Proven experience working with querying tools or data visualization tools (PowerBI, Business Objects, SQL, Tableau)

  • Knowledge of FI-FBOT Billing Platform preferred

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Fidelity FBOT Billing Program Management team is a centralized function which provides business analyst and project management support for all the Fidelity IWMS Clearing and Custody Billing teams and applications.

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.

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.

PDN-9f74e958-8f32-4ce6-9ce2-4e003ade05d7
Job Information
Job Category:
Management
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Business Analyst Consultant
Fidelity Investments
Smithfield, RI
Jul 23, 2025
Full-time
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