Business Analyst, Customer Solutions
Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?
As a Business Analyst in Customer Solutions Chapter, you will be a member of an Agile squad "Ideators" responsible for crafting an engaging experience for our clients in our Client Reporting & Analytic product area. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance & risk partners) responsible for delivering specific business goals.
In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.
The Expertise and Skills You Bring
- Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements
- Experience with workflow design, data analysis, data visualization, and impact analysis
- Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
- Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables
- Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
- Perform end to end Business Acceptance Testing and ensure the traceability of test cases.
- You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner
- Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners
- 3-5 years transferable experience
- Bachelor's degree preferred
The Team WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.
INTERNAL ONLY: For more information about WI Customer Solutions, please visit this link:
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 2023. 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.
At Fidelity, 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 Accommodation Team by sending an email to or by calling , prompt 2, option 3.
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at .
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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at .
Information about Fidelity investmentsAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit .
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.