Senior Strategy Analyst involved in strategic technology decisions for Customer Interaction initiatives at Fidelity. Contributing to financial analysis and cross-functional projects to enhance service delivery.
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.
Requirements
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.
Benefits
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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