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Senior Business Analyst

Role overview

Qualifications

  • Bachelor's degree or equivalent
  • 5 years of experience
  • Ability to analyze and document business processes and complex test cases
  • Strong ability to partner and work collaboratively with cross-functional teams

Responsibilities

  • Analyze complex business components to identify operational, financial, technological or improvement opportunities
  • Serve as a leader and liaison between cross-functional teams
  • Ensure solutions meet business needs and requirements
  • Gather information from meetings with partners and produce informative reports

Key facts

Hard skills

Other skills

  • Collaboration
  • Communication
  • Physical Flexibility
  • Time Management

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role  

The Senior Business Analyst role (or Program Manager) within Compliance Platform Strategy is crucial in enabling Corporate Services Technology (CST) to continuously modernize, consolidate and digitize technology solutions and provide enhanced user experience to Fidelity associates! This role will analyze complex business components to identify operational, financial, technological or improvement opportunities. They will serve as a leader and liaison between cross-functional teams. 

The Expertise and Skills You Bring  

The Senior Business Analyst (or Program Manager) role provides an outstanding opportunity to develop a broad and deep understanding of the Compliance businesses! This role requires partnership and close collaboration with project teams to drive requirements gathering, in-depth end-user testing, collect feedback and incorporate recommendations into future requirements releases. You will ensure solutions meet the business needs and requirements, while maintaining relationships with various partners. 

  • Bachelor's degree or equivalent with 5 years of experience.

  • Ability to analyze and document business processes and complex test cases. 

  • Update, implement and maintain processes and procedures. 

  • Shown experience in creating and analyzing workflows.

  • Gather information from meetings with partners and produce informative reports. 

  • Develop and deliver clear and concise written and verbal communications. 

  • Strong ability to partner and work collaboratively with cross-functional teams.

  • Solid track record to handle multiple tasks, prioritize work independently, and deliver timely results. 

  • Flexible and adaptable to changing needs and shifting priorities. 

  • Deliver presentations to share ideas and insights. 

The Team  

The Compliance Platform Strategy team facilitates the implementation, transformation, and maintenance of compliance systems to meet the firm's regulatory obligations, reduce customer friction, and build a digital compliance platform for the future.  Our team is made up of analysts and program managers that work closely with CST to ensure they have a solid understanding of Surveillance, Operations, Compliance, Anti-Money Laundering and Fraud Investigations, and Digital Asset's current and future needs. 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Program/Project Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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