Senior Business Analyst - Workflow Configuration

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

Benefits offered by this job

On-site health centers

Fully paid parental leave

Job summary

Fidelity Investments in Covington, KY is seeking a Technical Business Analyst who translates customer needs into technical specifications and implements solutions in the WI Workflow Automation platform. You will capture requirements, document use cases, write acceptance criteria, and collaborate with product owners, squad leads, software developers, end users, and colleagues to deliver effective workflows.

You will drive workflow and process solutions for Workplace Investing, coordinating with

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• 4–5 years’ experience in technology / digital products.
• Experience eliciting customer / user requirements, crafting use cases, writing user stories.
• Experience facilitating requirements capturing sessions with customers, users, internal teams, business partners, etc.
• Experience with software systems with a large customer base.
• Experience with projects that have a multi-regional footprint and high impact.
• Experience with JIRA and XTRAC applications preferred.
• Experience with configuration, workflow, and BPM (Business Process Management) is a plus.
• Project management skills are outstanding and you can prioritize effectively while solving problems analytically.
• Thrive independently and in a team, with flexibility and adaptability.
• Attention to detail aligned with operational objectives.

Responsibilities

• Analyze high level business requirements and translate them into technical specifications.
• Implement solutions into the Workplace Investing (WI) Workflow Automation platform.
• Capture requirements, document use cases, write acceptance criteria, and convey the ideal user experience.
• Drive the composition, build, and delivery of workflow and process solutions for WI Customers.
• Collaborate with business partners to collect and document requirements and coordinate delivery to users.
• Work with teams across different regions and time zones to deliver capabilities.
• Identify and solve complex issues and translate into intuitive solutions.
• Maintain relationships with team members, users, customers, and collaborators in person and remote.
• Translate product strategy into executable product requirements and user flows.

Skills

Business analysis

Requirements gathering

User stories

Jira

XTRAC

Workflow BPM

Project management

Education

Bachelor’s degree or equivalent

Tools

JIRA

XTRAC

Job description

Business Analysis & Project Management

Senior Business Analyst - Workflow Configuration

Published: Aug 27

ID: 2130238

Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.

Onsite

Location

• Covington, KY

Team

• Business Analysis & Project Management

Experience Level

Manager

Job Description:

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

The Role

We are looking for a Technical Business Analyst that cares deeply prior about understanding what customers really need and is passionate about building digital solutions for our customers. In this role you will analyze high level business requirements and translate them into technical specifications. In addition, you will implement the solutions into the Workplace Investing (WI) Workflow Automation platform.

We’re seeking a hardworking team member with proven technical expertise and experience working alongside product owners, squad leads, software developers, end users, and colleagues. They will capture requirements, document use cases, write acceptance criteria, and use other tools to convey the ideal user experience.

• Driving the composition, build, and delivery of workflow and process solutions for Workplace Investing Customers
• Working closely and collaboratively with the business partners to collect and document requirements.
• Coordinating the delivery of capabilities to the users.
• Working with teams across different geographical regions and time zones
• Identifying and solving complicated issues quickly and turning them into intuitive and sophisticated solutions.
• Building and maintaining solid relationships with team members, users, customers, and collaborators in person and remote.
• Translating and conveying product strategy in the form of executable product requirements
• Understanding and documenting user scenarios, use cases, the expected user experience
• Defining use cases, user flows, user personas and other artifacts in support of solution development efforts
• Performing ongoing product backlog maintenance and facilitate business partner prioritization sessions
• Handling timeline and delivery expectations
• Working closely with various teams to drive testing, implementation, and deliver capabilities and services

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent work experience preferred
• 4 – 5 years’ experience in technology / digital products
• Experience eliciting customer / user requirements, crafting use cases, writing user stories
• Experience facilitating requirements capturing sessions with customers, users, internal teams, business partners, etc.
• Experience with software systems with a large customer base
• Experience with projects that have a multi-regional footprint and high impact
• Experience with JIRA and XTRAC applications preferred
• Experience with configuration, workflow, and BPM (Business Process Management) is a plus
• Your project management skills are outstanding, and you possess the ability to prioritize effectively while solving problems analytically.
• You thrive both independently and as a collaborative team member, showcasing flexibility and adaptability.
• Your attention to detail is matched by your understanding of operational objectives, translating them into efficient solutions.

The Team

The Business Infrastructure Team is part of the WI Quality Organization. The team is responsible to ensure our business partners are prepared for change and are collaborating with teams leading the initiative. We partner with business, systems and agile teams across Fidelity.

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.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

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 [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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