Senior Business Analyst at Fidelity TalentSource LLC
Westlake, TX
About the Job
Job Description:
The Senior Business Analyst is part of a team that enables the Corporate Technology Group to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates. The Senior Business Analyst conducts business analysis and works closely with the Corporate Technology Group to ensure they have a solid understanding of Ethics Office current and future needs. The Senior Business Analyst also manages and maintains a prioritized backlog of deliverables, develops and tests technical solutions, and is an active participant in building effective business partner relationships.
In this role, you will help ensure that Fidelity associates comply with a broad range of securities laws and regulations. By being customer obsessed, you will help associates meet their compliance obligations. You will think and work across Fidelity by partnering and driving solutions with our business and control function partners. By taking risks and valuing pace over perfection, you will help drive innovation in the compliance space.
The Team
Fidelity s reputation is built on trust. The mission of Enterprise Compliance is to maintain the firm s unwavering integrity through the highest professional standards. Enterprise Compliance consists of several key functions including Ethics, Strategy and Planning, Employee Compliance, Workplace Solutions Compliance, Advice Solutions Compliance, Regulatory Compliance, Global Sanctions and Risk Assessment and Testing. The Ethics Office plays a vital role in supporting associates at Fidelity by interpreting laws, regulations, and standards into workable compliance measures, fostering a culture of compliance and ethics through training and awareness efforts, and ensuring program effectiveness through monitoring and reporting.
In this role, you will help ensure that Fidelity protects its reputation by providing operational and project management leadership to the team and oversight of planning and resource allocation. We are seeking a candidate with a strong project management, technology, and compliance or audit background, who can thrive in a challenging, deadline-driven team environment.
Critical thinking to analyze complex requirements and identify and implement process improvements. Our group is passionate about modernizing compliance using technology, data analytics and process automation. We are looking for someone who is just as driven as we are to find innovative solutions to address compliance needs.
Data Visualization to facilitate greater self-service. This includes partnering with the business to learn about their processes and information needs, translating those needs into requirements, and leading the building / testing / deployment of interactive reporting solutions
The Expertise You Have
\u00B7 Bachelor s degree in business administration, finance, or information systems
\u00B7 6\u002B years of relevant experience
\u00B7 Strong problem solving and data analytical skills
\u00B7 Positive attitude and goal-driven
\u00B7 Strong presentation, written, and interpersonal communication skills
\u00B7 Agile/Scrum experience is a plus
The Skills You Bring
\u00B7 Your strong communal working style with good interpersonal, relationship management, and facilitation skills
\u00B7 Your ability to take initiative; your actions and decisions are driven by customer needs
\u00B7 Your aim to understand business problems and needs as deeply as you can and translate those needs to technical requirements in support of a solution design
\u00B7 Your demonstrated excellent verbal and written communication, organization, and time management skills
\u00B7 You re a problem-solver and inspire creative solutions
\u00B7 You can handle multiple tasks and priorities simultaneously
\u00B7 You can overcome unexpected obstacles with little or no supervision
\u00B7 Your proficiency in MS Word, Excel, and PowerPoint and Visio
\u00B7 You can work effectively with business users and technical staff
The Value You Deliver
\u00B7 Assisting in defining and executing Ethics Office technology strategy roadmap
\u00B7 Collaborating with stakeholders during the visioning and concept development of a product
\u00B7 Working closely with stakeholders to ensures that the Minimum Viable Product (MVP) is clear and understood by the delivery teams
\u00B7 Solving application related problems, making decisions, completing trade-off analysis to stay on track towards business deliverable commitments
\u00B7 Assessing value, developing cases, and prioritizing stories, epics and themes to ensure work is aligned with technology strategy and results in maximum value
\u00B7 Working with end-users to define testing environment and acceptance criteria; explains the criticality of their active involvement in test design and all testing phases
\u00B7 Defining, creating, and executing test plans and cases; estimating time, effort and resources required.
\u00B7 Drafting key objectives and results, strategies and analyzing the product data to make business decisions
Certifications:
Company Overview
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.
Join Us
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
, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.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.We invite you to Find Your Fidelity at
.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
.