Senior Brokerage Product Business Analyst, Alternative Investments

Fidelity • Westlake, TX

9d • Onsite

About The Position

This role is for a Senior Brokerage Product Business Analyst focused on Alternative Investments. The team aims to transform the investing experience for customers and define the future of brokerage products. The position involves supporting the delivery of Digital Brokerage products and experiences by refining product requirements, creating clear user stories with acceptance criteria, building backlogs, conducting testing, and supporting product releases. The analyst will provide insights into how brokerage features should function, collaborate with User Experience teams on tool design and functionality, and assist with usability studies. The role also requires leveraging AI skills and tools, supporting pre-release requirements like content review, and providing ongoing production support for reported problems and customer issues. Monitoring and analyzing customer feedback for trends and improvement opportunities is also a key responsibility.

Requirements

• Bachelor’s Degree with 3 plus years of proven experience in Financial Services.
• Deep knowledge of retail brokerage and investing concepts.
• Series 7 license required.
• Experience identifying use cases, gathering requirements, and writing and executing business acceptance tests for digital retail brokerage or investing platforms.
• Proven effectiveness with retrieving data and generating insights using data driven BI tools or Excel.
• Comfort navigating technical environments and learning new tools to build modern digital solutions.
• Fundamental understanding of Generative AI, including use of Generative AI tools.
• Highly motivated and proactive, demonstrated experience of adding value and solving problems in a self-directed manner.
• Comfort with ambiguity.
• Excellent time management skills, ability to multi-task across several efforts in parallel.
• Effective communication skills to interface with internal partners for delivery coordination and within a team to quickly escalate progress and blockers.

Nice To Haves

• Series 9/10 license preferred.

Responsibilities

• Refine product requirements, communicate into clear and concise stories with acceptance criteria, build backlogs, conduct extensive and detailed testing, and support product releases.
• Provide insight and feedback on the requirements - the what, the how, and the why of the way that we want the brokerage features to work.
• Partner with User Experience teams on the appearance and functionality of the tools and how we intend for customers to interact with them, and assist with usability studies.
• Leverage and refine AI skills and tools to perform daily tasks.
• Support completion of pre-release requirements such as content review, as well as creating new content for marketing and client/rep education.
• Provide ongoing production support for reported problems and questions about products, and correspond with associates to resolve customer issues.
• Monitor and analyze customer feedback looking for trends, feature requests, and improvement opportunities in production.

What This Job Offers

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