Fidelity Investments Header

Senior Business Analyst, TEM Product

Merrimack, NH
Full-Time

Job Description

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 resources
  • Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion

Certifications:

Category:

Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a0582401-20f7-447d-b5c6-83e72361312b

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 resources
  • Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion

Certifications:

Category:

Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a0582401-20f7-447d-b5c6-83e72361312b

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Senior Business Analyst, TEM Product
Fidelity Investments
Merrimack, NH
Nov 13, 2025
Full-time
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