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Senior Business Analyst, TEM Product
Fidelity InvestmentsUnited 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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