Senior Business Analyst - Digital Solutions at Fidelity Investments

Westlake, Texas, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, TechnologyIndustries

Requirements

  • 5+ years of experience in business analysis techniques including benchmarking, business rules analysis, risk analysis, user personas, UAT, and product documentation
  • Experience supporting product development teams handling interconnected products
  • Experience contributing to the development of multiple products simultaneously, including managing overlapping priorities, coordinating with multi-functional teams, and ensuring consistent delivery of business requirements across diverse initiatives
  • Strong analytical and problem-solving abilities to capture/document requirements and identify improvement opportunities
  • Agile approach with background in tools like Jira, Confluence, and Miro or comparable experience
  • Proficient in crafting and implementing SQL queries for analyzing data and developing test scenarios
  • Familiarity with tools like Postman, Bruno, Insomnia for API testing; understanding of how to call APIs, analyze responses, and review Swagger documentation
  • Experience collaborating with developers to draft and improve technical narratives and criteria for approval
  • Highly organized and experienced in crafting documentation for SaaS products and web applications
  • Proficient in Confluence for structured documentation
  • Skilled in employing Figma or comparable tools to assess UI/UX creations
  • Proficient with Miro or equivalent experience for UX and project management diagramming
  • Experience with UML and diagramming tools such as Draw.io or Visio for process flows and architecture diagrams
  • Tenacious information gatherer with a desire to understand all aspects of a project/product
  • Confident in facilitating discussions with various collaborators and posing important inquiries to reveal uncertainties
  • Able to clearly explain complex requirements to both technical and non-technical audiences
  • Serves as a conduit between business and development teams, translating requirements and facilitating communication
  • Familiarity with Content Management Systems (CMS)
  • Preferred: Bachelor’s degree or equivalent experience; CBAP certification is a plus
  • Resilience, initiative, and strategic thinking to thrive in fast-paced, ambiguous environments; self-starter who takes ownership
  • Entrepreneurial and creative approach to problems
  • Collaborative team player valuing diverse perspectives
  • Resourceful and organized, adept at juggling multiple priorities
  • Proactive and curious, seeking learning opportunities
  • Comfortable with ambiguity, using strategic thinking and adaptability
  • Strong written and verbal communication skills

Responsibilities

  • Assess business needs
  • Outline detailed analyses
  • Compose user stories with explicit descriptions and acceptance criteria
  • Establish business acceptance testing plans and strategies
  • Offer solutions for medium to high complexity business needs
  • Collaborate with a diverse team of team members within Fidelity’s Workplace Consulting Unit’s Digital Solutions Technology teams to reach business goals

Skills

Business Analysis
Agile
Jira
Confluence
Miro
SQL
API Testing
Postman
Bruno
Insomnia
Swagger
Figma
UAT
User Stories

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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