Fidelity Investments
Senior Business Analyst
Westlake, TX
Jan 9, 2025
Full Job Description

Job Description:

The Senior Business Analyst is part of a team that enables the Corporate Technology Group to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates. The Senior Business Analyst conducts business analysis and works closely with the Corporate Technology Group to ensure they have a solid understanding of Ethics Office current and future needs. The Senior Business Analyst also manages and maintains a prioritized backlog of deliverables, develops and tests technical solutions, and is an active participant in building effective business partner relationships.

In this role, you will help ensure that Fidelity associates comply with a broad range of securities laws and regulations. By being customer obsessed, you will help associates meet their compliance obligations. You will think and work across Fidelity by partnering and driving solutions with our business and control function partners. By taking risks and valuing pace over perfection, you will help drive innovation in the compliance space.

The Team

Fidelity's reputation is built on trust. The mission of Enterprise Compliance is to maintain the firm's unwavering integrity through the highest professional standards. Enterprise Compliance consists of several key functions including Ethics, Strategy and Planning, Employee Compliance, Workplace Solutions Compliance, Advice Solutions Compliance, Regulatory Compliance, Global Sanctions and Risk Assessment and Testing. The Ethics Office plays a vital role in supporting associates at Fidelity by interpreting laws, regulations, and standards into workable compliance measures, fostering a culture of compliance and ethics through training and awareness efforts, and ensuring program effectiveness through monitoring and reporting.

In this role, you will help ensure that Fidelity protects its reputation by providing operational and project management leadership to the team and oversight of planning and resource allocation. We are seeking a candidate with a strong project management, technology, and compliance or audit background, who can thrive in a challenging, deadline-driven team environment.

Critical thinking to analyze complex requirements and identify and implement process improvements. Our group is passionate about modernizing compliance using technology, data analytics and process automation. We are looking for someone who is just as driven as we are to find innovative solutions to address compliance needs. 

Data Visualization to facilitate greater self-service. This includes partnering with the business to learn about their processes and information needs, translating those needs into requirements, and leading the building / testing / deployment of interactive reporting solutions

The Expertise You Have

*        Bachelor's degree in business administration, finance, or information systems

*        6+ years of relevant experience

*        Strong problem solving and data analytical skills

*        Positive attitude and goal-driven

*        Strong presentation, written, and interpersonal communication skills

*        Agile/Scrum experience is a plus

The Skills You Bring

*        Your strong communal working style with good interpersonal, relationship management, and facilitation skills

*        Your ability to take initiative; your actions and decisions are driven by customer needs

*        Your aim to understand business problems and needs as deeply as you can and translate those needs to technical requirements in support of a solution design

*        Your demonstrated excellent verbal and written communication, organization, and time management skills

*        You're a problem-solver and inspire creative solutions

*        You can handle multiple tasks and priorities simultaneously

*        You can overcome unexpected obstacles with little or no supervision

*        Your proficiency in MS Word, Excel, and PowerPoint and Visio

*        You can work effectively with business users and technical staff

The Value You Deliver

*        Assisting in defining and executing Ethics Office technology strategy roadmap

*        Collaborating with stakeholders during the visioning and concept development of a product

*        Working closely with stakeholders to ensures that the Minimum Viable Product (MVP) is clear and understood by the delivery teams

*        Solving application related problems, making decisions, completing trade-off analysis to stay on track towards business deliverable commitments

*        Assessing value, developing cases, and prioritizing stories, epics and themes to ensure work is aligned with technology strategy and results in maximum value

*        Working with end-users to define testing environment and acceptance criteria; explains the criticality of their active involvement in test design and all testing phases

*        Defining, creating, and executing test plans and cases; estimating time, effort and resources required.

*        Drafting key objectives and results, strategies and analyzing the product data to make business decisions

Certifications:

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 top 10 Best Place to Work in 2024. 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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations@fmr.com.

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Finance
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Senior Business Analyst
Fidelity Investments
Westlake, TX
Jan 9, 2025
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