Senior Business Analyst

Fidelity Investments•Covington, KY

About The Position

The Senior Business Analyst will work within Fidelity’s Digital Engagement and Transformation organization on a delivery team supporting digital experiences for brokerage clients and associates. The role provides business process analysis, requirements expertise, and delivery support throughout the development lifecycle. The analyst uses data to inform decisions, synthesizes and communicates insights clearly, and applies a customer-first mindset, ownership, curiosity, and continuous learning to deliver results. The role involves building relationships across operations, product, technology, data, and analytics, and analyzing the factors that drive volumes, behaviors, and business outcomes. The analyst supports digital initiatives and enhancements by identifying opportunities, translating business needs into delivery artifacts, partnering with Product Managers on solutions, helping coordinate delivery activities, validating hypotheses, and measuring outcomes to inform future enhancements. Digital Engagement and Transformation brings together people, processes, and technology to serve a growing customer base. Team members share analytical, delivery, and product skills, and receive ongoing coaching, training, and development opportunities. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve. The transition does not apply to fully remote roles.

Requirements

  • Bachelor’s degree and more than 5 years of experience.
  • Client-focused problem solver with a data-driven approach to delivering high-impact digital solutions.
  • Ability to translate complex business needs into actionable requirements for delivery teams.
  • Strong analytical and problem-solving skills.
  • Ability to collaborate effectively across product, operations, technology, data, and analytics teams while contributing independently.
  • Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
  • Intermediate-to-advanced Excel skills and experience with business intelligence tools.

Responsibilities

  • Identify opportunities through data analysis, research, and business insights.
  • Translate business needs into clear requirements, user stories, process flows, and acceptance criteria.
  • Partner with Product Managers to shape innovative and scalable solutions.
  • Collaborate with technology, operations, data, analytics, and readiness partners to support successful delivery.
  • Support backlog refinement, sprint planning, testing, readiness, and implementation activities.
  • Formulate and validate hypotheses to understand client, associate, volume, or behavioral trends.
  • Measure business outcomes and use insights to inform future enhancements.
  • Analyze the factors driving volumes, behaviors, and business outcomes, and validate insights using sound analytical methods.

Benefits

  • Ongoing coaching, training, and development opportunities.
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