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Fidelity Investments · 3 days ago

Principal Business Analyst

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$79K/yr - $180K/yr

5+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Principal Business Analyst to translate customer and business needs into actionable digital solutions. The role involves collaborating with stakeholders, creating user stories, and ensuring that solutions meet defined requirements while driving the development of new products or features.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Identify and document the needs of customers, stakeholders, and project goals

Create detailed user stories that outline specific functionalities from the end-user’s perspective

Create cross-functional workflows that map the experience and supporting processes

Lead engagement with Legal, Risk, and Compliance

Ensure that the solutions meet the defined requirements

Develop and implement strategies for introducing new products or features

Gauge the effectiveness of solutions and identify areas for improvement

Employs strong story telling skills

Maintain timely communications with leaders, stakeholders, and partners

Provide a deep understanding of how the digital product works

Qualification

Business analysisDigital solutionsAgile methodologyAI experienceData scienceClient-obsessedTechnical affinityAccount maintenanceMoney movementProblem-solvingCommunication skillsAdaptability

Required

Bachelor's degree required

5+ years of business analysis experience delivering high value, digital solutions

Experience working in an agile team required

Client-obsessed with a passion to solve challenges through a data driven approach

An affinity for technology and stay up to date on industry innovations

Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making

Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information

Preferred

Experience in AI or Data Science would be desired

Experience in the areas of account maintenance, account opening, and/or money movement, including the processes, regulations, digital platforms, and market trends desirable

Prior experience as a phone or back-office associate in our regional center is desired