Job Description:

The Role

The Client Services Reporting Developer is responsible for creating custom reporting solutions for some of America’s largest Defined Contribution (DC) Clients through the Alteryx reporting platform. In addition, they will support client service team members in resolving product, service or plan set up issues for our clients.

·Collaborate with business partners and our reporting Business Analyst to facilitate requirements gathering for new reporting and enhancements to existing reports.·Leverage tools such as SQL, Alteryx, PowerBI and Excel to build out client specific or cross-client solutions to address common and complex client reporting needs.·Collaborate with development peers to share knowledge and provide consultation on complex reporting requests·Apply Alteryx development standard methodologies to provide clear documentation and produce reports with high-quality results·Provide oversight for the end-to-end lifecycle of Alteryx development being completed by team members
 The Team

The Business Management Team is focused on supporting the Client Facing and Operations teams that provide first class service to our DC clients. The solutions, tools, and reports we provide allow our front-line associates to focus on the true needs of the client.

The Reporting Developer role is part of the broader Defined Contribution Client Services Organization. DC CSO plays a meaningful role every day in servicing over 18,000 401k record keeping clients. We bring value to these Plan Sponsors by providing analytics and reporting to support the administration of their retirement plans.
 

The Expertise and Skills You Bring

·Strong database/Excel/Alteryx/SQL skills required.·Prior experience with macros or Power BI preferred.·Proven track record working with Defined Contribution plans

·Ability to apply analytical and communication skills to identify the true requirements of our client’s reporting needs.·Confidence with providing mentorship and expertise to other developers on the team regarding all technical aspects of custom client reporting.·On a daily basis you are able to identify the client need, determine the best source of data to meet the need, extract the data and create a professionally tailored report.·You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients.·You apply analytical skills to drive creative solutions for both our reporting team as well as other functions across Client Service Operations
 

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.