Hybrid Senior Strategy Analyst

at Fidelity Investments

• Job title: Senior Strategy Analyst
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Merrimack, United States

About the role

• 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.