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Fidelity Investments · 4 hours ago

Senior Strategy Analyst

Merrimack, NH

Full-time

Hybrid

Mid, Senior Level

1+ years exp

Fidelity Investments is focused on modernizing their Contact Center to enhance customer interactions. The Senior Strategy Analyst will play a key role in technology investment decision-making and contribute to cross-functional initiatives, conducting analyses and developing actionable recommendations.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Owning individual workstreams within larger, multi‑month projects and delivering high‑quality outputs

Developing and maintaining core analytical artifacts such as financial models, journey maps, capability assessments, and process views

Collaborating with cross‑functional stakeholders (e.g., Architecture, Product, Finance, Operations) to gather inputs, validate assumptions, and understand context

Synthesizing large amounts of qualitative and quantitative information into clear insights that support recommendations

Preparing executive‑ready materials, including presentations, business cases, and summaries that communicate complex topics clearly

Supporting project leaders by structuring analyses, managing tasks, and contributing to problem‑solving discussions

Qualification

Financial modelingAnalytical capabilitiesStructured problem-solvingCuriosity about technologyCommunication skillsCollaboration skills

Required

Bachelor's degree required

1–3 years of experience in strategy, business analysis, finance, or technology-related roles

Strong analytical capabilities with the ability to form hypotheses, test them using qualitative and quantitative data, and synthesize insights

Exposure to financial modeling with the ability to learn quickly and build robust models under guidance

Ability to break down complex problems and translate them into structured workstreams and clear deliverables

Foundational use of structured problem‑solving techniques (e.g., MECE, issue trees, option framing) to organize thinking and approach analyses systematically

Excellent written and verbal communication skills, including the ability to synthesize complex information

Strong collaboration skills and comfort working in ambiguous, fast‑paced, highly matrixed environments

Proactive, organized approach to managing tasks, timelines, and stakeholder interactions

Curiosity about digital transformation, emerging technologies, and Contact Center modernization trends

A growth‑oriented mindset with enthusiasm for learning, taking ownership, and contributing meaningfully to project outcomes