Analyst for QRI Business Operations in Fidelity, assisting with workflows and strategic communications. Collaborating with various internal teams to support QRI initiatives and business operations.
About the role
- BizOps Analyst at Plaid driving strategic operations and analysis across product and GTM. Focused on high-impact problem-solving to enhance business performance.
Responsibilities
- Driving the strategic and operational agenda for a Product or GTM organization — and the cross-functional initiatives that come with it
- Owning foundational operating rhythms — monthly business reports, QBRs, OKRs and KPIs, executive reporting — and evolving them as the business scales
- Building out dashboards, metrics, and success measures that give leadership visibility and enable data-driven decisions
- Partnering on product strategy topics including pricing, commercialization, and go-to-market for new and existing products
- Using AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier
Requirements
- 6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
- Comfort with ambiguity and a high degree of autonomy in prioritizing what matters most
- Ability to build relationships at all levels and drive cross-functional consensus
- Familiarity with AI tools and agents to accelerate workflows is a plus
- Knowledge of SQL and Tableau preferred
- Experience in fintech, payments, or high-growth SaaS preferred
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
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