Fidelity Investments · 3 hours ago
Senior Business Analyst (SQL & Alteryx Developer)
Covington, KY
Full-time
Hybrid
Senior LevelFidelity Investments is a leading financial services company looking for a highly motivated individual to join as a Senior Business Analyst. This role focuses on providing tailored client reporting solutions and requires strong analytical skills to support client needs and mitigate production incidents.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Provide tailored client reporting solutions for Defined Contribution (DC) Clients using data preparation tools, database query languages, and cloud-based data warehousing platforms
Support and establish relationships across teams and business partners in supporting analytic & adhoc client requests
Act as the Data Storyteller providing data-driven, contextualized insights to effectively communicate narratives
Perform critical data analysis to mitigate and remediate significant production incidents impacting multiple Workplace Investing clients
Synthesize data and trends to develop key insights and storylines
Collaborate and work with CSA’s and CSM’s on custom client reporting needs
Act as a connection point to other analytical teams within WI and other BUs
Identify client needs, determine the best data source, extract the data, and build tailored reports
Collaborate with the India reporting team to efficiently craft recurring reports requested by clients
Qualification
Required
Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analysis
Knowledge of DC products/services and operational processes
Expert at synthesizing data and trends to develop key insights and storylines. These insights help effectively connect with leaders. The role requires experience with Alteryx, SQL, and Snowflake environments
Collaborate and work with CSA's and CSM's on the custom client reporting needs
Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence multi-functional teams
Ability to think strategically, challenge assumptions and provide thought leadership
Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story
Every day you identify the client need. Then, you determine the best data source, extract the data, and build a tailored report
You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients
Preferred
Prior WIDE to EDL Alteryx/SQL workflows migration experience is a bonus
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-20
2026-01-16
2026-01-16
Company data provided by crunchbase