Business Analyst Consultant at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Wealth ManagementIndustries

Requirements

Bachelor’s degree with 5-8 years of experience
Familiarity with life insurance products, such as annuities (a plus)
Strong execution background with the ability to multi-task and prioritize for efficiency and business need
Ability to deal with ambiguity and uncertainty, with technologies you may have never worked with previously, and gather data and information to get to the root of an issue to resolve
Ability to assess end-to-end processes and analyze opportunities for modernization and enhancement
Ability to lead initiatives and take accountability for overall program success
Ability to effectively translate business needs into technical requirements for developers and designers
Ability to break a Jira story down into small components, understand the underlying purpose, and be able to test
Ability to identify application and system issues, enhancements, and requests by researching platform specifications and conferring with subject matter experts across the Enterprise
Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business
Proficiency evaluating and making updates to procedures and processes with an eye towards operational efficiency
Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results
Experience in managing large-scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met
Experience conducting business acceptance and validation testing and leading the team through various stages of the release cycle
Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations
Proficiency in business acceptance testing, validation exercises, and release management
Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency, and enhance applications and tools based on insights, solutions, and requirements
Consistent track record of strategic planning, defining and writing requirements, testing/learning, iterating on, and delivering best-in-class technical solutions

Responsibilities

Support multiple squad initiatives aimed at growing the core business and scaling technology within the Core Wealth Platform Product Area
Focus on platform health and modernization efforts of applications and systems supporting the Fidelity Insurance Agency
Build and deliver initiatives that support client and associate experiences
Partner with key stakeholders including other squads within the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners to support scale, modernization, platform health, growth, and applications/systems for the Fidelity Insurance Agency

Skills

Key technologies and capabilities for this role

Business AnalysisJiraProcess ModernizationTechnical RequirementsLife InsuranceAnnuitiesStrategic ThinkingEnd-to-End ProcessAgileStakeholder Collaboration

Questions & Answers

Common questions about this position

What education and experience are required for this Business Analyst Consultant role?

A Bachelor’s degree with 5-8 years of experience is required. Familiarity with life insurance products like annuities is a plus.

What are the key skills needed for this position?

Key skills include strong execution with multitasking, dealing with ambiguity, translating business needs into technical requirements, Jira story breakdown and testing, strategic end-to-end process thinking, data analysis for decision-making, and proficiency in business acceptance testing and release management.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this position remote or does it require office work?

This information is not specified in the job description.

What does the company culture emphasize for this role?

The culture values digitally savvy strategic thinkers who prioritize pace over perfection, enjoy big picture thinking and hands-on work, and are collaborative partners committed to team success and owning outcomes.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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