{"id":1150843,"url":"https://alion.io/job/fidelity-senior-business-analyst-client-reporting","title":"Senior Business Analyst - Client Reporting","company":{"id":21095,"name":"Fidelity Investments","domain":"fidelity.com","url":"https://alion.io/company/fidelity","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Analytics","role_family":"Analytics","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":68000,"max_usd":140000,"period":"year","method":"global_role_seniority_cell","sample_n":2647},"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Alteryx","optional":false},{"name":"Snowflake","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-09-23T17:37:52Z","employer_posted_date":null,"last_verified_at":"2026-09-23T17:37:52Z","board_verified":false,"closed_at":null,"days_open":19,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":19},"description":"This a Full Remote job, the offer is available from: Texas (USA)\nJob Description:\nNote: Fidelity will not provide immigration sponsorship for this position.\nThe Role\nWe are seeking a highly motivated and experienced Senior Business Analyst to join the Client Reporting team. This role is responsible for delivering customized reporting and analytical solutions for some of the nation's largest Defined Contribution (DC) clients. The ideal candidate combines strong analytical expertise with the ability to transform complex data into actionable business insights through compelling storytelling.\nIn this role, you will build and maintain strong partnerships across business teams, supporting both strategic and ad hoc client reporting requests. You will serve as a trusted data consultant, leveraging tools such as Alteryx, SQL, and Snowflake to identify trends, uncover insights, and communicate meaningful narratives to business leaders and clients.\nAdditionally, you will perform critical data analysis to support remediation of incidents affecting Workplace Investing clients. You will also play an important role in supporting the migration of reporting workflows from WIDE to EDL, helping drive modernization, operational efficiency, and reporting excellence.\nExpertise You Have and Skills You Bring\nExceptional analytical and problem-solving skills with the ability to break down complex business questions and large datasets into structured, actionable insights.\nStrong knowledge of Defined Contribution (DC) products, services, and operational processes.\nAdvanced experience using Alteryx, SQL, and Snowflake to analyze data, identify trends, and develop meaningful insights that support business decision-making.\nProven ability to synthesize data into compelling narratives and executive-level presentations for leaders and stakeholders across the organization.\nExperience partnering with Client Service Administrator (CSAs) and Client Service Managers (CSMs) to develop and deliver customized client reporting solutions.\nAbility to build strong relationships across Workplace Investing and other business units, serving as a key connection point between analytical teams and business partners.\nDemonstrated success influencing cross-functional teams and fostering collaboration to achieve business objectives.\nStrategic mindset with the ability to challenge assumptions, identify opportunities, and provide thought leadership.\nAbility to independently identify client needs, determine the appropriate data sources, extract and analyze data, and deliver tailored reporting solutions.\nExperience supporting workflow modernization initiatives, including WIDE to EDL Alteryx/SQL migrations, is preferred. Similar migration or data platform transformation experience is a plus.\nThe Team\nThe Client Reporting Team is dedicated to supporting Client-Facing and Operations teams that deliver exceptional service to our Defined Contribution clients. Through innovative reporting solutions, analytics, and data-driven insights, we enable our front-line associates to focus on addressing the most important needs of our clients.\nThis role is part of the broader Defined Contribution Client Services Organization (DC CSO). The organization plays a critical role in supporting more than 18,000 retirement plan clients, providing the analytics, reporting, and operational support necessary for effective retirement plan administration. Our team creates value for plan sponsors by delivering timely, accurate, and insightful reporting solutions that support informed business decisions and enhance the overall client experience.\nFidelity’s Onsite Working Model\nFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.\nCertifications:\nCategory:\nBusiness AnalysisPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.","description_format":"text","description_chars":4549,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-09-23T17:37:52Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":0.85,"p_active":0.252,"p_room":0.35,"age_days":19,"expected_fill_days":5,"reasons":["seen:19","velocity","win:tail","comp:brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/fidelity-senior-business-analyst-client-reporting","json_url":"https://alion.io/job/fidelity-senior-business-analyst-client-reporting.json","meta":{"generated_at":"2026-10-13T07:28:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11008,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":21095},"rest":"https://alion.io/mcp/rest/get_company?id=21095"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffidelity-senior-business-analyst-client-reporting"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffidelity-senior-business-analyst-client-reporting"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffidelity-senior-business-analyst-client-reporting"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fidelity-senior-business-analyst-client-reporting\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffidelity-senior-business-analyst-client-reporting"}]}