Principal Business Analyst at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Bachelor's degree required
8+ years of business analysis experience delivering digital experiences to customers
Strong understanding of the digital product life cycle
Customer-focused with a passion to solve challenges through a data driven approach
Expertise with Tableau, Power BI etc. is preferred
Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage
Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation
Able to identify and document dependencies across cross functional teams
Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization
Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required
Experience with Product Analytics (Google Analytics, Pendo) is an advantage
Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure, GCP is an advantage
Having financial domain knowledge is a plus
Experience working in an agile team required
An affinity for technology and stay up to date on industry innovations

Responsibilities

Partner with a product lead to improve the communications journey for customers by translating customer and business needs into actionable data solutions
Requirements Gathering & Analysis
User Stories and Acceptance Criteria
Legal, Risk, and Compliance Review and Approval
Testing and Validation
Customer Rollout Strategy, Planning, and Execution
Customer Data and Feedback Analysis and Reporting
Understand how the customer interacts with Fidelity's digital products
Articulate the customer journey through visualizations
Work with data experts to understand data sources
Understand friction points for the customer
Collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions
Document clear requirements for the development teams
Lead product storytelling to varying audiences
Partner with development teams through deployment of the solution
Validate the solution during deployment
Measure the impact of the deployed solution

Skills

Business Analysis

Requirements Gathering

User Stories

Acceptance Criteria

Tableau

Power BI

Adobe Analytics

NPS

CSAT

JIRA

Confluence

Asana

Trello

Customer Journey Mapping

Data Analysis

Product Lifecycle

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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