What are the responsibilities and job description for the Senior Business Analyst position at Fidelity Investments?
Job Description
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Business Analyst is responsible for identifying, analyzing, and documenting business requirements to support complex, large-scale brokerage trading systems within the Fidelity Center for Applied Technology (FCAT). This role involves close collaboration with both business and technology stakeholders to ensure solutions align with strategic objectives.
Strong communication and collaboration skills are critical for success in this position. The ideal candidate shows a focus on achieving goals, with a proactive approach to driving outcomes through clear, consistent communication with leadership and cross-functional teams.
The candidate must be able to effectively convey information to diverse audiences, translating between technical and business perspectives as needed. Equally important is the ability to work collaboratively across organizational boundaries—both within FCAT and across partner organizations—by building and sustaining strong, productive relationships.
The Expertise and Skills You Bring
The team is part of an exciting incubator within Fidelity, focused on rapidly transforming ideas from concept to scalable solutions that bring pioneering innovations to market. As part of the Fidelity Center for Applied Technology (FCAT), this group operates at the intersection of creativity, technology, and business strategy.
FCAT serves as the firm’s innovation engine, employing emerging technologies and human-centered design to develop forward-thinking products and services that enhance people’s financial lives. The team not only builds and incubates potential new lines of business but also partners across Fidelity to share expertise on innovative tools, methodologies, and techniques.
For a Senior Business Analyst with a passion for creating impactful products and driving innovation, this opportunity offers the chance to work in a fast-paced, collaborative environment where ideas are quickly brought to life and scaled for real-world impact.
Fidelity Center for Applied Technology (FCAT)
Note: Fidelity will not provide immigration sponsorship for this position.
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.
The base salary range for this position is $66,000-125,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications
Category:
Business Analysis
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Business Analyst is responsible for identifying, analyzing, and documenting business requirements to support complex, large-scale brokerage trading systems within the Fidelity Center for Applied Technology (FCAT). This role involves close collaboration with both business and technology stakeholders to ensure solutions align with strategic objectives.
Strong communication and collaboration skills are critical for success in this position. The ideal candidate shows a focus on achieving goals, with a proactive approach to driving outcomes through clear, consistent communication with leadership and cross-functional teams.
The candidate must be able to effectively convey information to diverse audiences, translating between technical and business perspectives as needed. Equally important is the ability to work collaboratively across organizational boundaries—both within FCAT and across partner organizations—by building and sustaining strong, productive relationships.
The Expertise and Skills You Bring
- Proficient in conducting business analysis, writing requirements, designing, maintaining dynamic solutions and translating strategic objectives into action.
- Collaborates with database and solution architects to develop new solutions, creating relevant artifacts to deliver a functional specification, while conducting data mapping and data modeling exercise of new requirements
- Possesses transferable expertise in post trade lifecycle for Equity, Derivatives, digital asset products.
- Holds strong understanding of equity trading, options, bookkeeping, tax systems and designs systematic flows of a trading lifecycle.
- Possesses knowledge of basic accounting principles (GAAP).
- Proficient in defining user stories to successfully complete define-build-test cycles.
- Participates in system testing, user acceptance testing, and validation of implemented solutions.
- Proficient using Confluence and JIRA
- Demonstrates ability to translate business requirements, prioritize delivery, think strategically, and accept technical direction.
- Maintains strong technical interest in financial services and exhibits skill in researching and learning new technologies.
- Has experience working with geographically distributed teams.
- Demonstrates strong written and verbal communication skills, as well as strong interpersonal skills.
- Is motivated, self-directed, and results oriented.
- Bachelor’s degree required, preferably in Finance or Computer Science/Engineering.
The team is part of an exciting incubator within Fidelity, focused on rapidly transforming ideas from concept to scalable solutions that bring pioneering innovations to market. As part of the Fidelity Center for Applied Technology (FCAT), this group operates at the intersection of creativity, technology, and business strategy.
FCAT serves as the firm’s innovation engine, employing emerging technologies and human-centered design to develop forward-thinking products and services that enhance people’s financial lives. The team not only builds and incubates potential new lines of business but also partners across Fidelity to share expertise on innovative tools, methodologies, and techniques.
For a Senior Business Analyst with a passion for creating impactful products and driving innovation, this opportunity offers the chance to work in a fast-paced, collaborative environment where ideas are quickly brought to life and scaled for real-world impact.
Fidelity Center for Applied Technology (FCAT)
Note: Fidelity will not provide immigration sponsorship for this position.
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.
The base salary range for this position is $66,000-125,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications
Category:
Business Analysis
Salary : $66,000 - $125,000