Fidelity Business Analyst

Education at Work (E@W) is seeking a motivated and detail-oriented Business Analyst to join our Fidelity Investments team. As a Business Analyst, you will play a crucial role in analyzing data, updating transactions, storing documents, creating reports, and providing insights to drive business decisions. Your primary focus will be on finishing tasks as well as process improvement. Other focus areas include bulk-send processing as well as long-term record retention needs for our clients. You’ll be working in a team environment and sharing tasks with others.

• Document Retention/Recordkeeping tasks as needed, including process improvement to these spaces.
• Data Integrity/Maintenance within our recordkeeping system.
• Documentation: Maintain documentation regarding various projects, processes, and operations.
• Reporting: Create detailed reports by compiling data findings into meaningful documentation. Maintain the tools that we create.
• Monitoring Progress: Monitor project progress by tracking activity, resolving problems, and publishing progress reports.
• Recommend Controls: Identify problems and recommend improved procedures.
• Bulk Send Needs for Preapproved Organization.
• Data Analysis: Gather, review, and analyze business and industry data, including KPIs, financial reports, and other key metrics using data analytics tools.

• Strong analytical skills and attention to detail.
• Organized and great time management.
• Enjoys working within a team.
• Experience working with spreadsheets.
• Excellent communication skills to collaborate with cross-functional teams.
• Self-starter to try out new things, tools, and approaches.

• Opportunities for growth and professional development.
• Collaborative work environment.

AFFIRMATIVE ACTION PLAN / EQUAL EMPLOYER OPPORTUNITY (AAP/EEO) STATEMENT: 

Education at Work (E@W) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, E@W complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. EAW expressly prohibits workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of E@W’s employees to perform their job duties may result in discipline up to and including termination of employment.

THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA) PROHIBITS DISCRIMINATION IN COMPENSATION AND EMPLOYMENT OPPORTUNITIES AGAINST QUALIFIED INDIVIDUALS WITH DISABILITIES.  TO DETERMINE WHETHER AN INDIVIDUAL IS QUALIFIED, THE ESSENTIAL FUNCTIONS OF EACH JOB MUST BE IDENTIFIED.  ESSENTIAL FUNCTIONS ARE THOSE THAT ARE INTRINSIC TO THE POSITION AND THAT THE INDIVIDUAL(S) WHO HOLDS THE JOBS MUST BE ABLE TO PERFORM WITH OR WITHOUT REASONABLE ACCOMMODATION.