Job Description:
The Role
The Analyst, Process Strategy & Enablement plays a key part in improving how Asset Management teams operate, helping drive efficiency, consistency, and change across critical business processes. In this role, the Analyst contributes to high-impact, cross-functional process improvement initiatives by understanding user needs, assisting in solution design, and supporting organizational change activities. This role offers exposure to senior leaders, cross-functional initiatives, foundational processes, and change management skills. Ideal candidates are curious, diligent, and eager to learn in a dynamic environment. They are comfortable working collaboratively and delivering work under the guidance of more senior team members.
Key Responsibilities:
Cross-Functional User Research & Insight Development
Partner with cross-functional teams across Asset Management to understand business needs
Assist in conducting stakeholder interviews and help summarize findings
Translate sophisticated information into clear, concise updates
Build working relationships with business partners to develop domain knowledge and context
Solution Design & Prototyping
Participate in brainstorming and creative problem-solving sessions
Develop mock-ups, process maps, and prototypes with input from project leads
Gather and incorporate user feedback into evolving solutions
Prepare presentation materials, incorporating guidance and feedback
Organizational Change & Implementation
Contribute to implementation plans and supporting communication materials
Coordinate logistics for change management activities, including scheduling and follow-ups
Team Support & Collaboration
Provide project management support including meeting notes, recap communications, and scheduling
Contribute to a positive, team-oriented environment
Seek and apply feedback to continually improve skills and quality of work
The Expertise and Skills You Bring
Bachelor’s degree required (Business, Finance, Economics, Operations, or related field preferred)
5 years of experience in financial services, operations, consulting, or related fields
Strong relationship-building and interpersonal skills
Solid problem-solving skills and willingness to tackle new challenges
Proven curiosity and strong learning agility, with passion for continuous growth
Ability to synthesize quantitative and qualitative information
Clear communication skills (written, verbal, and visual; PowerPoint proficiency preferred)
Strong organization and time-management abilities
Openness to giving and receiving feedback to improve outcomes
Ability to work independently on assigned tasks and navigate ambiguity with support
Adaptability and comfort working in a fast-paced environment
High attention to detail and commitment to producing polished work
Proficiency in Excel; familiarity with data analysis concepts is a plus
The Team
The Process Strategy & Enablement team is part of the Business Management & Strategy (BMS) team. BMS provides operational and strategic support across Compliance, Risk & Business Operations (CRBO) functions, and the broader Asset Management (AM) organization in the areas of:
Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs)
Project & program management support for key AM & CRBO Strategic Initiatives
Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team
Technology product support for the CRBO technology portfolio
Cross-functional process improvements and change management support
The base salary range for this position is $74,000-$153,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.