Senior Business Analyst

Fidelity Investments; Covington (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Senior Business Analyst to support the Digital Engagement and Transformation team. You will analyze business processes, gather requirements, and deliver data-driven insights for brokerage clients and associates, partnering with product, technology, and analytics teams.

You will translate complex needs into actionable requirements, help refine backlogs, and measure outcomes to drive digital improvements.

Qualifications

• Bachelor's degree required with 5+ years of experience.
• Data-driven approach to delivering digital solutions.
• Translate complex business needs into actionable requirements.
• Strong analytical and problem-solving skills.
• Collaborate across product, operations, technology, data, and analytics teams.

Responsibilities

• Identify opportunities through data analysis, research, and business insights.
• Translate business needs into clear requirements, user stories, process flows, and acceptance criteria.
• Partner with Product Managers to shape scalable solutions.
• Collaborate with technology, operations, data, analytics, and readiness teams for delivery.
• Support backlog refinement, sprint planning, testing, readiness, and implementation activities.
• Formulate hypotheses to understand client, volume, or behavioral trends.
• Measure business outcomes and inform future enhancements.

Skills

Data analysis

Requirements gathering

Stakeholder collaboration

Analytical thinking

Communication skills

Education

Bachelor's Degree

Tools

Excel

Business intelligence tools

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Digital Engagement and Transformation teams help create exceptional digital experiences at scale. Our team members humanize products, services, and experiences by:

• Integrating deep research and industry awareness
• Influencing product strategy
• Driving implementation across client and associate touchpoints

As a Senior Business Analyst within Digital Engagement and Transformation, you will work with a delivery team supporting digital experiences for our brokerage clients and associates. You will provide business process analysis, requirements expertise, and delivery support throughout the development lifecycle. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.

The optimal candidate will be able to build and champion cross-business unit relationships across operations, product, technology, data, and analytics. This person will routinely analyze what drives volumes, behaviors, and business outcomes, then validate insights through strong analytical methods and clear communication.

You will play a role in supporting digital initiatives and enhancements, including:

• Identifying opportunities through data analysis, research, and business insights
• Translating business needs into clear requirements, user stories, process flows, and acceptance criteria
• Partnering with Product Managers to shape innovative and scalable solutions
• Collaborating with technology, operations, data, analytics, and readiness partners to support successful delivery
• Supporting backlog refinement, sprint planning, testing, readiness, and implementation activities
• Formulating and validating hypotheses to understand client, associate, volume, or behavioral trends
• Measuring business outcomes and using insights to inform future enhancements

The Expertise and Skills You Bring

• Bachelor's Degree with 5 plus years of experience
• Client-focused problem solver with a data-driven approach to delivering high-impact digital solutions
• Ability to translate complex business needs into actionable requirements for delivery teams
• Strong analytical and problem-solving skills
• Collaborate effectively across product, operations, technology, data, and analytics teams while contributing independently
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Experience with Excel (intermediate to advanced) and business intelligence tools

The Team

Digital Engagement and Transformation is passionate about bringing together people, processes, and technology to serve our growing customer base. Team members share a common foundation of analytical, delivery, and product skills, along with specialized expertise aligned to the products and experiences they support.

As a member of the Digital Engagement and Transformation team, you will be part of a dynamic community of product and delivery professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.

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.

Category:

Product 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.