Senior Business Analyst, Customer Solutions - Batch at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Wealth ManagementIndustries

Requirements

6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation
Ability to lead complex analysis and translate highly technical and non-technical requirements
Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment
Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making
Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way
Solid focus on innovation and continuous improvement
Experience with database queries and general data architecture
Familiarity with APIs and batch processing
Superb communication skills – written, verbal, and presentation
Strong analytical and problem-solving skills
Demonstrated ability to influence and collaborate across organizational boundaries
Knowledge of Fidelity’s Managed Account solutions and Workplace investment products (preferred)
Bachelor’s degree or equivalent experience encouraged
Highly motivated self-starter with a sense of ownership, attention to detail, curiosity, tenacity to follow up on details, highly collaborative approach, high level of engagement and ownership of outcomes

Responsibilities

Translate business requirements into system specifications and recommend enhancements to batch functionality
Lead analysis of business and batch processes to identify user needs and document requirements
Collaborate with multi-functional teams
Facilitate critical coordination across teams including planning, design and problem-solving
Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs
Build and implement test scenarios to validate solution effectiveness and business value
Present findings and recommendations to all levels of management
Drive continuous improvement in processes, policies, and procedures
Provide effective partnership through communication, business and system requirements definition, partner management, program management
Collaborate across Workplace and Retail business and technology teams in the broader planning & advice ecosystem

Skills

Key technologies and capabilities for this role

Business AnalysisBatch ProcessingAgileUser StoriesAcceptance CriteriaProduct BacklogRequirements GatheringProcess AnalysisStakeholder ManagementTest Scenarios

Questions & Answers

Common questions about this position

What experience level is required for this Senior Business Analyst role?

Candidates need 6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What kind of team and work environment can I expect?

You'll work with your squad in an Agile framework, collaborating with multi-functional teams across Workplace Investing (WI) and Retail domains, including Wealth, Legal, Risk and Compliance, and Strategic Advisors.

What makes a candidate stand out for this position?

Highly motivated self-starters with a sense of ownership, attention to detail, curiosity, tenacity, a highly collaborative approach, and a high level of engagement and ownership of outcomes will succeed.

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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