Senior Analyst, Distribution Capacity Planning

Fidelity Investments

Senior Analyst role influencing business strategy across the Investment Advisory Group at Fidelity. Utilizing analytics to deliver strategic insights for operational staffing needs and planning strategies.

Posted 6/30/2026full-timeSmithfield • Kentucky, New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Work closely with leaders and business partners to deliver analysis and insights to support the development and ongoing assessment of operational forecasts, staffing strategies, and multi-year business plans
Identify trends and relevant information to help leaders build effective staffing plans, evaluate performance, and clearly understand team and associate capabilities
Assess the impact of improvements and new product initiatives on long range staffing plans and contribute to business case development
Develop and improve analytic tools/models/dashboards through automation, contributing to the evolution of our team’s analytic and business intelligence capabilities

Requirements

What you’ll need

Bachelors degree in Business, Finance, Economics, Engineering or similar field, with equivalent experience considered; MBA preferred but not required
Experience in financial / operational modeling, analysis and business case development
SQL/Snowflake experience a plus
Strong project management skills will provide structure to enable successful results
Understanding of financial/accounting or workforce management principles is a plus

Benefits

Comp & perks

Professional development opportunities
Paid time off
Flexible working arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ModelingOperational AnalysisBusiness Case DevelopmentAnalytic Tools DevelopmentDashboardsAutomation

Soft Skills

CollaborationCommunication

Certifications

Bachelor's DegreeMBA Preferred