Logo for Fidelity Investments

Senior Business Analyst

Role overview

Qualifications

  • Bachelor's degree or equivalent work experience
  • 5 plus years of Business Analysis, Product, HR Technology, or related experience
  • Strong analytical, problem-solving, and critical-thinking skills
  • Excellent verbal and written communication skills

Responsibilities

  • Partnering with HR, Product Management, Operations, and Technology teams to understand business goals
  • Analyzing requirements and recommending solutions that align with business and platform capabilities
  • Configuring, testing, and supporting enhancements within Workday
  • Developing test strategies, writing test cases, and coordinating end-to-end testing activities

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Problem Solving
  • Critical Thinking
  • Communication
  • Collaboration
  • 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+

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Be part of the team delivering innovative HR solutions to our associates and managers. As a senior platform business analyst, you play a vital role in delivering HR solutions to the firm by supporting and enhancing Fidelity’s cloud-based HR platform, Workday.  Acting as the point of contact to business partners, this role is responsible for understanding business objectives, priorities and identifying impacts including:


  • Partnering with HR, Product Management, Operations, and Technology teams to understand business goals, challenges, and priorities.
  • Analyzing requirements and recommending solutions that align with business and platform capabilities.
  • Configuring, testing, and supporting enhancements within Workday.
  • Developing test strategies, writing test cases, and coordinating end-to-end testing activities.
  • Demonstrating new functionality and guiding stakeholders through solution capabilities.
  • Managing competing priorities, balancing sprint commitments with urgent business needs and escalations.
  • Assessing downstream impacts across business processes, integrations, security, reporting, and user experience.
  • Collaborating with Workday and internal partners to evaluate and implement new features, releases, and platform enhancements.
  • Contributing to continuous improvement efforts that simplify processes and improve the associate experience.

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent work experience.
  • 5 plus years of Business Analysis, Product, HR Technology, or related experience.
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Experience gathering requirements and translating complex business needs into actionable solutions.
  • Excellent verbal and written communication skills, with the ability to effectively engage technical and non-technical audiences.
  • Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications:  

  • Experience supporting HR systems, preferably Workday.
  • Experience with product delivery methodologies and tools such as Jira.
  • Knowledge of HR business processes including Talent, Security, and Reporting.
  • Experience configuring and testing solutions within Workday.
  • Ability to understand complex platform ecosystems, dependencies, integrations, and operational impacts.
  • Demonstrated ability to influence stakeholders and drive change across cross-functional teams.
  • Continuous improvement mindset with a passion for delivering exceptional customer experiences.

The Team

The HR Tools and Platforms Delivery Team is responsible for delivering and supporting enterprise HR technology solutions that enable Fidelity's associates, managers, and HR professionals. Working within a highly collaborative, cross-functional environment, you will partner with Product Managers, Delivery Leads, Project Managers, Operations teams, and business stakeholders to deliver meaningful improvements across the associate lifecycle.


Our team is focused on creating simple, efficient, and innovative experiences while ensuring the stability, scalability, and continuous evolution of Fidelity's HR technology ecosystem. As a Senior Business Analyst, you will have the opportunity to influence product direction, solve complex business challenges, and make a direct impact on the associate experience.

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:

Business Analysis

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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Business Analyst Related jobs

Other jobs at Fidelity Investments

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.