Senior Business Analyst - Workflow Configuration

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

Job summary

Fidelity Investments in Virginia seeks a Technical Business Analyst who translates high-level business needs into technical specs and implements solutions in the WI Workflow Automation platform. You will work with product owners, developers, and end users to capture requirements, write acceptance criteria, and shape the user experience.

The role emphasizes collaboration, multi‑regional coordination, and delivering intuitive workflow solutions while aligning with Fidelity’s onsite work model.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• 4–5 years’ experience in technology/digital products.
• Experience eliciting customer requirements and crafting use cases.
• Experience facilitating requirements gathering with diverse stakeholders.
• Experience with large customer-base software systems.
• Experience with multi-regional projects and high impact.

Responsibilities

• Drive workflow and process solutions for Workplace Investing customers.
• Collaborate with business partners to collect and document requirements.
• Coordinate delivery of capabilities to users across regions.
• Translate product strategy into executable requirements.
• Capture use cases, user flows, and personas for solution development.
• Maintain the product backlog and support prioritization sessions.
• Coordinate testing, implementation, and delivery with cross-functional teams.

Skills

Requirements elicitation

Use cases

User stories

Backlog management

Product backlog prioritization

Stakeholder collaboration

Multi-region coordination

Process analysis

Problem solving

Strategic thinking

Education

Bachelor’s degree or equivalent work experience

Tools

JIRA

XTRAC

Job description

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 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.