Senior Strategy Analyst
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire • Texas • United States
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Job Level
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelinganalytical artifactsjourney mapscapability assessmentsprocess viewsqualitative data analysisquantitative data analysisstructured problem-solving techniquesMECEissue trees
Soft Skills
analytical capabilitiesproblem-solvingcommunication skillscollaboration skillsorganizational skillsproactive approachability to synthesize informationability to manage tasksability to work in ambiguous environmentsability to translate complex problems
Certifications
Bachelor's degree