Business Analyst, Defined Benefit at Fidelity Investments (Raleigh, NC)

| Raleigh-Durham, NC
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Job Description:

The Role

Fidelity's Defined Benefit Product & Strategy team is looking for a Business Analyst who is passionate about growing the business and delivering value to our DB recordkeeping services organization.

You will be a key member of the Tribe working closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals operating within the WI agile project management methodology.

We are open to hiring a fully remote candidate for this opportunity.

TheExpertiseand Skills You Bring
  • Bachelor's degree preferred
  • Basic knowledge of business analyst techniques, for example: benchmarking, business rules analysis, risk analysis and user stories, user acceptance testing and product documentation
  • Proven experience with Jira, Confluence, Mural or similar Agile backlog management tool preferred
  • Experience with variety of Defined Benefit Platform(s) and Product(s)
  • Proven experience with Defined Benefit Plans
  • Good understanding on MS Office Suite: Word, Excel, Visio, PowerPoint, and Outlook
  • CSM/CSPO Certification preferred
  • Positivity and flexibility, with a willingness to adapt to the changing needs of the squad
  • You are a highly-motivated "self-starter" with a sense of ownership
  • A good listener, but also possess strong verbal communication skills, and excellent time management skills
  • Facilitate and lead workshops and team meetings
  • You possess excellent writing skills and the ability to maintain proven documentation
  • An Agile mentality
  • Initiating and leading discovery for Feature/Epic definition and key decision partners with Squad Leader and Scrum Mater
  • Ensuring Epic/Story artifacts are updated and available for story execution based on priority
  • Write stories and facilitate story grooming/refinement sessions to ensure they meet the definition of ready
  • Collaborating with key Business, IT, Legal, Compliance & Risk partners to define product features and review trends
  • Establish meetings to include demos and impact analysis results (User Experience Design, Legal, Other Business Groups)
  • Engage in organizational readiness activities through the lifecycle of the project to proactively mitigate risks related to product delivery
  • Participate and /or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
  • Provides constructive feedback for future improvements in execution
  • Identify business requirements, document improvement opportunities, share with Scrum Team and at BA Forums
  • Collaborate with the QA team on QA test plan reviews and provides help and guidance to QA with story requirements / acceptance criteria clarifications
  • Performing Business Acceptance Testing in acceptance region and ensure the traceability of test cases to the story acceptance criteria
  • Assists either or readiness and deployment activities for each release
  • Understand WI business and organizational structures
  • Keep up to date with Agile/Scrum standard methodologies and new trends

The Team

The DB Product team is a forward-thinking team who partners with our internal and external users to build unified, relevant, confidence-building digital experiences. The squads are passionate about the end to end creation of digital experiences, with a focus on identifying key customer needs and defining business requirements. We work in partnership with the business and other squads supporting the Employee and Employer Digital Tribe.


Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \"Dynamic Working.\"

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 3.
More Information on Fidelity Investments
Fidelity Investments operates in the Fintech industry. The company is located in Boston, MA and Covington, KY. Fidelity Investments was founded in 1946. It has 58848 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 343 open jobs at Fidelity Investments, click here.
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