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Business Analyst, Client Service & Advisor Learning

Business Analyst, Client Service & Advisor Learning

locationCovington, KY, USA
PublishedPublished: 4/30/2025
Project Management / Professional Services
Full Time

Job Description:

**This role is open to hiring a Business Analyst or Senior Business Analyst depending on the qualifications of the candidate**

Are you an experienced, tech-savvy, high-performing Data/Business Analyst who wants to work with like-minded peers on exciting new challenges? If so, this is your opportunity to join our industry-leading, innovative learning team at Fidelity Investments supporting our Client Service & Advisor (CS&A) associates!

The Team

The Analytics and Insights team within Fidelity’s CS&A Learning organization supports the associate performance and learning analytics of the Client Service, Investment Advisor, and Investor Services organizations. We support the Skills Accumulation Strategy through gathering business and learner data, identifying trends in learner performance and behavior, and creating reporting and visualizations to clearly communicate business impact by working closely with internal Performance Consultants, Learning Experience Architects, and Strategy Team Leaders.

The Expertise You Have

  • 3+ years combined experience in data pipeline engineering, data visualization, descriptive, diagnostic, and predictive analysis in a corporate setting.

  • Bachelor’s degree in Statistics, Computer Science, Management Information Systems, Mathematics, or equivalent experience.

  • Effective communication skills and experience building and maintaining business relationships.

  • Structured Query Language (SQL), Alteryx, Tableau/Power BI, Python/R experience.

The Skills You Bring

  • Strong collaboration and communication skills.

  • Proven analytical and critical thinking skills.

  • Prioritization skills focusing on multiple sophisticated projects, each with their own set of unique requirements, stakeholders, and shifting priorities.

  • Understanding of the requirements gathering process for data analysis and visualization.

  • Working knowledge of stochastic and algorithmic analytical techniques.

  • Ability to build trust with leaders and associates by sharing accurate and valuable insights regarding learning experiences and associate performance.

The Value You Deliver

  • Collaborating with peers within the CS&A Learning Strategy Teams by driving insights and results through the Skills Strategy across the CS&A organizations.

  • Consulting with business partners, including senior leaders, on ways to improve learning experience and business outcomes through data analysis and visualizations.

  • Researching, testing, and sharing new visualizations, technology platforms, and analytic techniques.

Note: Fidelity is not providing immigration sponsorship for this position

CS&A Learning

As a member of CS&A Learning, you will be part of a broader team that creates and delivers engaging learning experiences that accelerate skill development and fuel the learning culture within Fidelity. We support over 22,000 associates and leaders across the Distribution organization in our regional centers and investor centers brining best-in-class resources and learning experiences to their fingertips.

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.