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Senior Data Analyst, Benefits at Fidelity

Senior Data Analyst, Benefits

@

Fidelity

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Posted on: 
January 12, 2024
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Summary of the Senior Data Analyst, Benefits job at Fidelity

Fidelity is hiring a Senior Data Analyst, Benefits with 3 - 5 years of experience. Based in United States - Boston, MA and with Hybrid ways of working. The expected salary range for this role is $63,000 - $100,000
About Fidelity

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Senior Data Analyst, Benefits job description

The Senior Defined Benefit Data Analyst will support the business by working on highly complex Defined Benefit data consulting projects, demonstrating their analytical strengths and skills. We are looking for someone to join our great team of experts, who enjoy a fast-paced environment, and can provide quality work and an outstanding client/customer experience.

The analyst leverages various service category databases, data warehouses, and other technical applications (i.e. Informatica, Snap Logic, SQL, Access, Snowflake, Excel) to identify, analyze and propose solutions to clean the data required to provide accurate administration of Defined Benefits.

The ideal candidate likes a challenge and is looking for direct client impacting, rewarding work. The analysis we perform is directly helping our clients and their employees to realize hard earned retirement dreams. No two days will be the same making this a great role for someone who is looking for variety day to day with a direct to client impact.

The Team

The Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle.

Senior Data Analyst, Benefits job requirements

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent years of experience
  • 4+ Years of Defined Benefit/Pension Administration experience
  • 2+ years writing SQL preferred
  • Experience using Excel formulas for quick data analysis and data comparisons
  • Ability to translate technical client specifications into data analysis deliverables
  • Strong data analysis skills
  • Experience querying large data sets with optimized SQL code
  • Knowledge of Fidelity’s backend product tables (DBR1, WIDE, Snowflake, etc.) a plus
  • Ability to prioritize fast paced work
  • Experience in a consulting role a plus
  • ETL Experience a plus

The Value You Deliver

  • High Quality data analysis with an attention to detail and clear communications
  • Ownership of your delivery with minimal direction
  • On time delivery of time sensitive project work
  • Collaboration with teammates to ensure handoffs are made effectively
  • Recommendations of ways to streamline and/or enhance data analysis processes
  • Unit tested deliverables
  • Interest and curiosity in your work that translates to thoughtful questions and engaging discussions leading to positive client experiences
What we offer at Fidelity

The base salary range for this position is $63,000-$100,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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Fidelity

Fidelity

is hiring

Senior Data Analyst, Benefits

Website:
Posted on: 
February 22, 2024

About Our Company

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Job Description & Responsibilities

The Senior Defined Benefit Data Analyst will support the business by working on highly complex Defined Benefit data consulting projects, demonstrating their analytical strengths and skills. We are looking for someone to join our great team of experts, who enjoy a fast-paced environment, and can provide quality work and an outstanding client/customer experience.

The analyst leverages various service category databases, data warehouses, and other technical applications (i.e. Informatica, Snap Logic, SQL, Access, Snowflake, Excel) to identify, analyze and propose solutions to clean the data required to provide accurate administration of Defined Benefits.

The ideal candidate likes a challenge and is looking for direct client impacting, rewarding work. The analysis we perform is directly helping our clients and their employees to realize hard earned retirement dreams. No two days will be the same making this a great role for someone who is looking for variety day to day with a direct to client impact.

The Team

The Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle.

Requirements

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent years of experience
  • 4+ Years of Defined Benefit/Pension Administration experience
  • 2+ years writing SQL preferred
  • Experience using Excel formulas for quick data analysis and data comparisons
  • Ability to translate technical client specifications into data analysis deliverables
  • Strong data analysis skills
  • Experience querying large data sets with optimized SQL code
  • Knowledge of Fidelity’s backend product tables (DBR1, WIDE, Snowflake, etc.) a plus
  • Ability to prioritize fast paced work
  • Experience in a consulting role a plus
  • ETL Experience a plus

The Value You Deliver

  • High Quality data analysis with an attention to detail and clear communications
  • Ownership of your delivery with minimal direction
  • On time delivery of time sensitive project work
  • Collaboration with teammates to ensure handoffs are made effectively
  • Recommendations of ways to streamline and/or enhance data analysis processes
  • Unit tested deliverables
  • Interest and curiosity in your work that translates to thoughtful questions and engaging discussions leading to positive client experiences

What we offer

The base salary range for this position is $63,000-$100,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Apply now

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