Senior Business Analyst, Customer Solutions - WI Data Platforms 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, Workplace InvestingIndustries

Requirements

5-7 years transferable experience
Bachelor’s degree preferred
Previous Workplace Investing experience strongly preferred
Familiar with Agile methodology and experience with agile tools such as Jira, Confluence, Miro or similar (training available)
Strong written and verbal communication skills, including ability to summarize and interpret information to influence stakeholders
Proven leadership by mentoring peers and managing conflicts within teams
Highly motivated self-starter with sense of ownership, attention to detail, and effective liaison skills
Fidelity not providing immigration sponsorship

Responsibilities

Identify and document business requirements, current and future states, and provide constructive feedback for process improvements
Work with cross-functional squad to deliver business goals through communication, risk mitigation, quality assurance, and effective delivery
Build strong working relationships across the organization
Experience with workflow design, data analysis, data visualization, and impact analysis
Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables
Lead daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews, and Retrospectives
Perform end-to-end Business Acceptance Testing and ensure traceability of test cases
Communicate issues/client feedback with Squad Leader/team and resolve issues timely
Manage dependencies across teams and work on multiple projects simultaneously
Take initiative and showcase critical thinking

Skills

Key technologies and capabilities for this role

Business AnalysisBusiness RequirementsWorkflow DesignData AnalysisData VisualizationImpact AnalysisAgile MethodologyJiraConfluenceMiroUser StoriesAcceptance CriteriaScrumSprint PlanningBusiness Acceptance Testing

Questions & Answers

Common questions about this position

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

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What are the key skills and experience required for this Senior Business Analyst role?

The role requires 5-7 years of transferable experience, skills in identifying and documenting business requirements, workflow design, data analysis, data visualization, impact analysis, Agile methodology with tools like Jira, Confluence, Miro, strong communication, leadership, and mentoring peers. Previous Workplace Investing experience is strongly preferred, and a Bachelor’s degree is preferred.

What does the team structure look like for this position?

You will work closely with a team of cross functional and dedicated squad members responsible for delivering specific business goals, as part of the WI Customer Solutions team that provides business analysts and consultants to the WI Agile organization.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this Senior Business Analyst position?

A strong candidate is a highly motivated self-starter with a sense of ownership, attention to detail, effective liaison skills between stakeholders and the team, experience leading Scrums, Sprint Planning, and Retrospectives, plus proven leadership in mentoring peers and managing conflicts.

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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