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Senior Business Analyst, TEM Product

Fidelity Investments
United Statesfull_timeVerifiedPosted 18 Nov 2025

About the role

Job Description:

Please Note: We are unable to provide visa sponsorship for this role

As a Senior Business Analyst, you will be a key member of the TEM Product Area.  With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery, and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.

Expertise You Have

  • Strong analytical, mathematical, and problem-solving skills. Proven record analyzing, interpreting, and summarizing complex data.
  • Outstanding project management and critical thinking abilities, with experience in the Agile methodology.
  • Ability to make sound decisions quickly in a complex work environment.
  • Ability to effectively communicate orally and in writing with co-workers, management team, other departments and clients.
  • Highly effective people leadership, influence, and conflict resolution skills.
  • Ability to build, prepare, and present reports accurately within the time frame specified.
  • Strong interpersonal skills and the ability to expertly partner with many different levels of employees.
  • Ability to prioritize iterative product releases leading to a successful customer experience
  • Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.
  • Proficiency in various business analysis methodologies, including workflow design, data analysis, uses case development, story writing, and user acceptance testing and product documentation.
  • Proficiency in communication both written and verbal
  • Experience in working with tax exempt plan types (401K, 403b, 457 etc.)
  • Agile mentality: experience with Jira or similar Agile backlog management tool preferred

Skills You Bring

  • Customer centric value; Experience with internal and external customers, customer centric requirements building & design
  • Ability to look end-to-end, mapping processes that span the complex Fidelity landscape (people, process, systems, data).
  • Ability to take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.
  • Comfort with uncertainty – thing critically and make informed decisions when information is scarce
  • Problem solving – Break down complex issues into manageable components
  • Outstanding listening, communication, and facilitation skills
  • Strong negotiation and conflict resolution skills
  • Proven time management and organizational skills; able to balance multiple competing priorities
  • Excellent critical thinking, analytical and problem-solving skills
  • Ability to clearly articulate product vision and features
  • Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)
  • Innovative thinking and thoughtful risk taking to get the work done better and faster
  • Negotiation, influencing and enterprise navigation capabilities
  • Strong consulting orientation with a demonstrated ability to establish relationships

Value you Deliver

  • Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs
  • Run large and complex initiatives with multiple stakeholders to develop business requirements and then execute
  • Proactively resolve barriers and issues that inhibit short and long-term goals
  • Present to all levels of management on trends
  • Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives
  • Participate in defining product vision, roadmap and growth opportunities
  • Effectively present information and roadmap progress to Product leadership
  • Backlog management and prioritization
  • Navigate multiple Fidelity Business Units to represent the TEM client and business needs
  • Identify business needs and improvement opportunities; develop use cases and propose solutions
  • Actively manage partner expectations and maintain strong communication throughout each release
  • Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results
  • Lead organizational readiness activities, addressing obstacles and opportunities related to product delivery
  • Convey business value of initiatives to squad team members including QA and Development re

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Company

Fidelity Investments

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