Associate Business Analyst supporting Agile teams to translate business needs into technical goals for Fidelity's retirement services. Collaborating with cross - functional teams and proactive problem - solving focus.
About the role
- Business Analyst supporting clients at d1g1t's enterprise wealth management platform. Collaborating on data analysis, new client implementations, and operational support for existing clients.
Responsibilities
- Assist in analyzing, cleaning, and loading data into the d1g1t platform.
- Configure d1g1t platform and on-board users in accordance with their business requirements.
- Oversee daily reconciliation process.
- Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users.
- Provide client support on most functional and data related matters.
- Help build the best possible experience for our clients.
- Work as part of the team to understand client current and future requirements.
- Maintain knowledge base & internal documentation that would enable effective client support & improve client experience.
- Act as a strategic partner to product teams.
- Develop reports and dashboards for the team to monitor and report on client success.
- Identify product requirements that would drive operational efficiencies.
Requirements
- Undergraduate degree in quantitative or business field
- 1-5 years of relevant experience, preferably in financial markets or investment management
- An entrepreneurial and resourceful mindset
- Proactive problem solver
- Strong analytical skills and attention to details
- Passionate about client success
- Strong interest in finance and wealth management space with the desire to learn
- Great listener and communicator.
Benefits
- Competitive compensation package with bonus and comprehensive healthcare benefits
- Employee and Family Assistance Program
- Fitness and Wellness Credit
- Continuing Education Allowance
- Flexible hours and hybrid-work policy (2 days per week in the office)
- Ability to work abroad for up to 2 months in a year (some conditions apply).
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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