Job Description:

The Role

Fidelity’s Defined Benefit Product & Strategy team is looking for a Business Analyst who is passionate about growing the business and delivering value to our DB recordkeeping services organization.

The Expertise We’re Looking For

• Bachelor’s degree preferred
• Basic knowledge of business analyst techniques, for example: benchmarking, business rules analysis, risk analysis and user stories, user acceptance testing and product documentation
• Experience with Jira, Confluence, Mural or similar Agile backlog management tool preferred
• Experience with variety of Defined Benefit Platform(s) and Product(s)
• Experience with Defined Benefit Plans
• Good understanding on MS Office Suite: Word, Excel, Visio, PowerPoint, and Outlook
• CSM/CSPO Certification preferred
  

The Purpose of Your Role

You will be a key member of the Defined Benefit Product & Strategy Tribe working closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals operating within the WI agile project management methodology.

The Skills You Bring

• Positivity and flexibility, with an openness to adapt to the changing needs of the squad
• Highly-motivated “self-starter” with a sense of ownership
• A good listener, but also possess strong verbal communication skills
• Excellent time management skills ensuring that your work is completed on time
• Facilitate and lead workshops and team meetings
• Excellent writing skills and the ability to maintain good documentation
• An Agile mentality
  

The Value You Deliver

• Initiating and leading discovery for Feature/Epic definition and key decision partners with Squad Leader and Scrum Mater
• Ensuring Epic/Story artifacts are updated and available for story execution based on priority
• Write stories and facilitate story grooming/refinement sessions to ensure they meet the definition of ready
• Collaborating with key Business, IT, Legal, Compliance & Risk partners to define product features and monitor trends
• Establish meetings to include demos and impact analysis results (User Experience Design, Legal, Other Business Groups)
• Engage in organizational readiness activities through the lifecycle of the project to proactively mitigate risks related to product delivery
• Participate and /or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
• Provides constructive feedback for future process improvements
• Identify business requirements, document improvement opportunities, share with Scrum Team and at BA Forums
• Collaborate with the QA team on QA test plan reviews and provides help and guidance to QA with story requirements / acceptance criteria clarifications
• Performing Business Acceptance Testing in acceptance region and ensure the traceability of test cases to the story acceptance criteria
• Assists either or readiness and deployment activities for each release
• Understand WI business and organizational structures
• Keep up to date with Agile/Scrum standard methodologies and new trends
  

How Your Work Impacts the Organization

The DB Product team is a forward-thinking team who partners with our internal and external users to build unified, relevant, confidence-building digital experiences. The squads are passionate about the end to end creation of digital experiences, with a focus on identifying key customer needs and defining business requirements. We work in partnership with the business and other squads supporting the Employee and Employer Digital Tribe.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.