Business Analyst - TEM

Fidelity • Westlake, TX

4d • Hybrid

About The Position

As an Associate Business Analyst, you are a vital support pillar for your squad. We aren’t looking for years of industry-specific experience; we are looking for a naturally curious problem-solver with the learning agility to master our domain quickly. You will work closely with a Senior Business Analyst and Squad Leader to translate business needs into actionable technical goals, growing into a key contributor through hands-on execution.

The Tax Exempt Market (TEM) business unit provides specialized retirement plan services to benefit leaders and employees at mission-based, not-for-profit organizations, including major healthcare systems, colleges, and universities. In this role, you will work in lockstep with TEM Product Leadership, Commercialization, and Engineering to design and deliver features that directly improve the financial well-being of our participants.

Requirements

• Structured Thinking: You have a natural ability to take a messy, undefined problem and break it down into logical, manageable pieces.
• Analytical Curiosity: You are a "why" seeker. You possess a restless desire to uncover root causes and learn how complex systems work from the ground up.
• Active Listening & Synthesis: You can process dense information from stakeholders and summarize it clearly, ensuring that no detail is lost in translation.
• Agile Mindset: You have a foundational understanding of Agile methodologies and are eager to use tools like Jira or Confluence to manage workflows.
• Academic or Project Foundation: A Bachelor’s degree in a quantitative or business field (e.g., Business Analytics, Economics, Engineering or Computer Science) or equivalent project experience.

Nice To Haves

• Requirements Documentation: You can assist in drafting User Stories and clear acceptance criteria, ensuring developers have a solid roadmap for what to build.
• Process Mapping: A burgeoning skill in creating visual Workflow Diagrams (using Visio, Miro, or similar tools) to help teams visualize current and future states.
• Adaptability & Resilience: You stay focused in fast-paced environments and can pivot quickly as squad priorities shift.
• Diplomacy & Collaboration: You are a natural bridge-builder who enjoys working in multi-disciplinary teams and can navigate different perspectives with a positive attitude.
• Basic Data Fluency: Comfort working with Excel to analyze and summarize information for team decision-making, and Power Point for translating the data into impactful stories.

Responsibilities

• Assist the Squad Leader in managing and prioritizing the product backlog to ensure the team is always working on the highest-value tasks.
• Participate in User Acceptance Testing (UAT), helping to validate that delivered solutions solve the original business problem.
• Facilitate internal meetings and sprint demos, keeping all stakeholders informed on project progress and roadmap health.
• Proactively identify process bottlenecks and suggest creative ways the squad can work faster or more efficiently.
• Develop strong working relationships with IT, Legal, and Compliance partners to help initiatives reach completion.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level