Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are looking for a Technical Business Analyst that cares deeply about understanding what customers really need and is passionate about building digital solutions for our customers. In this role you will analyze high level business requirements and translate them into technical specifications. In addition, you will implement the solutions into the Workplace Investing (WI) Workflow Automation platform.
We’re seeking a hardworking team member with proven technical expertise and experience working alongside product owners, squad leads, software developers, end users, and colleagues. They will capture requirements, document use cases, write acceptance criteria, and use other tools to convey the ideal user experience.
Driving the composition, build, and delivery of workflow and process solutions for Workplace Investing Customers
Working closely and collaboratively with the business partners to collect and document requirements.
Coordinating the delivery of capabilities to the users.
Working with teams across different geographical regions and time zones
Identifying and solving complicated issues quickly and turning them into intuitive and sophisticated solutions.
Building and maintaining solid relationships with team members, users, customers, and collaborators in person and remote.
Translating and conveying product strategy in the form of executable product requirements
Understanding and documenting user scenarios, use cases, the expected user experience
Defining use cases, user flows, user personas and other artifacts in support of solution development efforts
Performing ongoing product backlog maintenance and facilitate business partner prioritization sessions
Handling timeline and delivery expectations
Working closely with various teams to drive testing, implementation, and deliver capabilities and services
The Expertise and Skills You Bring
Bachelor’s degree or equivalent work experience preferred
4 – 5 years’ experience in technology / digital products
Experience eliciting customer / user requirements, crafting use cases, writing user stories
Experience facilitating requirements capturing sessions with customers, users, internal teams, business partners, etc.
Experience with software systems with a large customer base
Experience with projects that have a multi-regional footprint and high impact
Experience with JIRA and XTRAC applications preferred
Experience with configuration, workflow, and BPM (Business Process Management) is a plus
Your project management skills are outstanding, and you possess the ability to prioritize effectively while solving problems analytically.
You thrive both independently and as a collaborative team member, showcasing flexibility and adaptability.
Your attention to detail is matched by your understanding of operational objectives, translating them into efficient solutions.
The Team
The Business Infrastructure Team is part of the WI Quality Organization. The team is responsible to ensure our business partners are prepared for change and are collaborating with teams leading the initiative. We partner with business, systems and agile teams across Fidelity.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Bachelor's degree or equivalent work experience
- 4-5 years of experience in technology or digital products
- Experience eliciting customer or user requirements
- Experience crafting use cases
- Experience writing user stories
- Experience facilitating requirements-capture sessions with customers, users, internal teams, and business partners
- Experience with software systems serving a large customer base
- Experience with projects having a multi-regional footprint and high impact
- Experience with JIRA and XTRAC applications
- Experience with configuration, workflow, and Business Process Management
- Strong project management and prioritization skills
- Analytical problem-solving ability
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
