Senior Business Analyst - 2006118

Company: Fidelity Investments
Location: Smithfied, RI
Posted on: April 24, 2020

Job Description:

Position Description:

Determines and specifies business requirements, workflows, use cases, and processes for financial services products. Partners with product and technology platform teams to gather and document business requirements for new products and enhancements for existing products. Executes analysis for medium-sized projects. Documents requirements and creates specifications, and makes design recommendations for medium-sized projects.

Primary Responsibilities:

Engages with prospective and current clients and business partners to understand workflows and client needs.

Documents business requirements, workflows, and use cases.

Facilitates requirements gathering meetings and communicates complex business strategies to team members.

Researches and evaluates alternative solutions to ongoing business issues.

Develops user stories/use cases for current and proposed business processes.

Analyzes business processes and documents current and recommended future state.

Works closely with business and technology partners to ensure clear translation from business to systems requirements.

Reviews client feedback and product backlogs to continually enhance client products.

Performs feasibility and cost/benefits analysis.

Develops use cases.

Performs validation and testing of business models to ensure adequacy and reformulates models as necessary.

Researches and evaluates alternative solutions.

Education and Experience:

No degree and five (5) years of experience in the job offered or five (5) years of experience performing business or systems analysis -- leading business definition, requirements gathering, story writing, and performing user acceptance testing -- within an institutional or retail brokerage environment.

Or, alternatively, Bachelors degree (or foreign education equivalent) in Finance, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and/with three (3) years of experience in the job offered or three (3) years of experience performing business or systems analysis -- leading business definition, requirements gathering, story writing, and performing user acceptance testing -- within an institutional or retail brokerage environment.

Or, alternatively, Masters degree (or foreign education equivalent) in Finance, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and one (1) year of experience in the job offered or one (1) year of experience performing business or systems analysis -- leading business definition, requirements gathering, story writing, and performing user acceptance testing -- within an institutional or retail brokerage environment.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) implementing regulatory and compliance programs for compliance with the Department of Labor (DOL) Investment Advice Rule 144 for selling restricted and control securities, Section 529 of the Internal Revenue Code for 529 college savings plans, and the FINRA 3210 rule regarding Accounts At Other Broker-Dealers and Financial Institutions.

DE gathering and interpreting business, functional, and technical requirements to support the building or enhancement of account opening, trading, and money movement applications in a brokerage industry by interacting with end users or end-user representatives to define, interpret, and clarify the scope of complex business requirements and process issues into logical use cases -- epics and stories; and performing GAP analysis and creating current and future state workflows using Microsoft Visio.

DE analyzing and defining the product management lifecycle -- managing requirements and workflows, using JIRA Confluence, and MS Visio -- for institutional brokerage products with end to end implementation of new brokerage products, including institutional 529 plans and institutional health savings accounts on a brokerage platform.

DE in the full systems development lifecycle and methodologies, including Waterfall, Agile, and Scrum ceremonies -- daily stand-ups, sprint and iteration planning, backlog refinement, and retrospective meetings; maintaining product, sprint, and iteration backlogs, epics, and stories, using JIRA, Confluence, MURAL; and performing Functional and UAT testing of stories, using HP Quality Center and SQL for data validation and bug resolution.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2006118

Keywords: Fidelity Investments , Nantucket , Senior Business Analyst - 2006118, Finance , Smithfied, RI, Massachusetts