Monday, March 31, 2014

Solutions Analyst

Necessary Skills:

1. Process and Analysis Skills

2. Informatica

3. VBA Coding


Seeking a Solutions Analyst to work on-site in Westlake. The Middle Office Team within

Fidelity's Workplace Investing organization is seeking a highly motivated Analyst

to join the team. The Middle Office provides critical support to the 350+ person

Relationship Management function and

is charged with implementing process improvement, automation, and developing best

practices for current (and future)


The Middle Office Analyst team may be located onshore and offshore and will

be responsible for driving increased scale and efficiency within the Relationship

Management organization, thereby enabling MDs and SDLs to be more effective in

client retention, satisfaction and business development efforts.

Primary Responsibilities

Business Process Automation – 65%

· Design, build and implement solutions that automate, streamline and standardize

existing business processes according

· to corporate standards

· Leverage existing systems, architecture and capabilities to drive significant scale

and efficiency

· Assist in process mapping and reengineering

· Build in process controls to mitigate business risk and exposure

· Identify and implement best practices when executing on Middle Office activities

· Perform application maintenance and ensure information security controls

RM Support Request Execution – 25%

· Independently execute on activities related to (but not limited to) preparing client-
specific content, fulfilling internal and

· external (WI Clients or Consultants) requests, preparing plan service reviews and

performing enablement activities

· Review and interpret contract language to execute RM support requests

· Engage directly with MDs, SDLs and business partners to support the needs of

the business

· Identify, gather, analyze, consolidate and distribute content in requested format

· QC output to ensure data accuracy and adherence to business requirements

· Escalate issues related to RM support requests to Middle Office management

team for resolution

Performance Tracking & Reporting – 5%

· Log, track and communicate status of MD requests to key stakeholders

· Contribute to and/or prepare reporting on Middle Office KPIs

· Assess business problems and opportunities via trending and statistical analyses

Special Projects – 5%

· Assist with special projects and analysis for WI senior management


Education and Experience

- Bachelor’s degree required with 5 to 7 years of related experience in the Financial

Services industry

- Experience in the Defined Contribution or benefits administration industry is a plus

Skills and Knowledge

o Programming knowledge and experience automating business processes; required

skills include:

§ Informatica, Informatica PowerCenter, SSIS (SQl Server Integration Services), SSRS

(SQl Server Reporting Services), ETL (Extract, Transform, Load,), VBA coding, Oracle

and macro development

o Proficient in ability to identify and pull data from various applications and systems

(e.g., Salesforce, Avenue, PSW, FPRS, AAROW, WPDT, Oracle)

o Broad knowledge of the business’ functions, processes and systems

o Strong analytical, problem solving and organizational skills

o Experience with advanced analysis techniques (e.g., process mapping, data mining)

o Builds trust with end-customers (Relationship managers and business partners)

o Strong work ethic with focus on continuous improvement and enhancing the team


o Proficiency with Microsoft Office products (Excel, PowerPoint, Word, Access,


o Experience performing complex data analysis and data aggregation

o Keen ability to navigate organization to find information

o Penchant for detail, quality assurance and timely delivery

o Excellent verbal, written and interpersonal communication skills

o Demonstrated professional demeanor and ability to engage multiple levels of the


Can work independently with minimal supervision

To apply please email: