Client Reporting & Data Automation Analyst

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a Client Reporting Associate to deliver institutional client reports, drive automation, and improve data-driven processes. You will work with FIAM teams to manage monthly, quarterly, and ad hoc deliverables, focusing on accuracy and scalability.

Strong SQL and data visualization skills (Power BI, Tableau) and familiarity with SimCorp C1 help ensure data integrity. This role emphasizes collaboration, problem solving, and continuous improvement in a fast-paced environment.

Qualifications

• Bachelor's degree or 2 years of relevant experience.
• Familiarity with SQL and data visualization tools like Power BI and Tableau is beneficial.
• Exposure to SimCorp C1 is preferred.

Responsibilities

• Produce and deliver monthly, quarterly, and ad hoc client reports for institutional clients.
• Ensure all deliverables meet high standards for accuracy and timeliness.
• Support both standard and customized reporting across diverse client structures.
• Partner with Technology and Product teams to ensure data integrity and content accuracy.
• Leverage SQL, Power BI, Tableau, and SimCorp C1 to support reporting processes and data validation.
• Develop dashboard-based and automated reporting solutions.

Skills

SQL

Data visualization

Education

Bachelor's degree or 2 years of relevant experience

Tools

Power BI

Tableau

SimCorp C1

Job description

Fidelity is seeking a Client Reporting Associate to deliver institutional client reports, drive automation, and improve data-driven processes. You will work with FIAM teams to manage monthly, quarterly, and ad hoc deliverables, focusing on accuracy and scalability.

Strong SQL and data visualization skills (Power BI, Tableau) and familiarity with SimCorp C1 help ensure data integrity. This role emphasizes collaboration, problem solving, and continuous improvement in a fast-paced environment.