Business Analyst Consultant at Fidelity Investments

Merrimack, New Hampshire, United States

Fidelity Investments Logo
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

Business Analysis
Jira
Process Modernization
Technical Requirements
Life Insurance
Annuities
Strategic Thinking
End-to-End Process
Agile
Stakeholder Collaboration

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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