Business Analyst

• support the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO)
• serve as a vital conduit between the product delivery teams and stakeholders
• ensure we meet the differentiated needs of Private Markets structures and requirements
• work with various internal teams to allow for the efficient functioning of this key line of business in our firm
• interact daily with internal stakeholders, legal/compliance, and others
• develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization
• influence systems and architecture solution design based on complex requirements
• lead initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization
• collaborate with business partners to assess complex business requirements and translate them into effective solutions
• support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users

Business Analyst, Private Markets

• Translates ambiguous business needs into solid business and functional requirements for small to large projects with moderate complexity.
• Effectively elicits information to create concise, organized Business Requirement Documents (BRD) and Functional Requirement Documents (FRD) using standard, industry recognized tools and best practices.
• Manages requirements across the lifecycle of a project to ensure end user satisfaction, business stakeholder buy-in, and scope integrity.
• Identifies opportunities and contributes recommendations based on analysis of requirements and future impacts.
• Partners with business unit and IT or other departments as needed to ensure successful implementation and ongoing business and / or systems support when appropriate.
• Creates detailed Use Cases, User Stories and other documents to illustrate business needs.
• Facilitate meetings and Joint Application Development (JAD) sessions in a positive way to drive cross functional stakeholders to reach agreements and effective solutions. Meetings may include leadership.
• Conducts research and interviews subject matter experts to create "As-is" and "To-be" process flows.
• Apply critical thinking to evaluate cross functional dependencies, including upstream and downstream impacts.
• Contributes to enhancements of Business Analysis best practices and suggestions for improvements.
• Creates business facing test scenarios, test scripts/cases, and mockups of data necessary to conduct testing.
• Creates the traceability between requirements and scenarios to ensure business requirements are met.
• May monitor and report on testing activity and results.
• Consults with others in the development of appropriate training materials to support the needs of functional areas.
• May provide support to other entry and junior level Business Analysts.
• May investigate and research system problems and enhancements, working collaboratively with IT and business stakeholders to identify options and provide business and / or technical solutions.
• Other duties as assigned.

Business Analyst III

• Work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support product capabilities across the TEM ecosystem.
• Drive complex product initiatives forward within the TEM Product Area, translating business needs into actionable requirements.
• Lead end-to-end business analysis across multi-team epics and sub-initiatives.

Consultant, Business Analyst – Tax Exempt Market

• Analyze business requests to be solved with automated systems.
• Formulate and design automated systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements.
• Provide expertise in identifying, evaluating and developing systems and procedures that meet user requirements and are within stated sizing estimates.
• Configure system settings and options; plan and execute business design, assist in integration and acceptance testing, where necessary; and create specifications for system to meet business requirements.
• Include analysis of business and user needs, documentation of requirements, and translation into proper system requirement specifications.
• Begins to develop working relationships with client end-users, programmers and test analysts while assisting with the analysis, design, configuration, testing and maintenance of systems.
• Maintains communications with end-users for feedback to ensure systems continually meet the client's expectations.
• Analyzes basic problems and issues (complexity varies based on data requirements and business specifications) and offers standard business solutions.
• Coordinates and facilitates client meetings.
• Develops simple business specifications and logical flowcharts that include features and functions from which programmers can create technical specifications.
• Demonstrates a basic knowledge of systems/modules to design system screens and database structures.
• Works with programmers to design and develop requirements and learns to analyze the feasibility of new systems and enhancements to existing systems.
• Prepares input for system design, including final report and screen definition, logical system flow and implementation plans.
• Provides support with the resolution of issues that may cross multiple systems and affect the business process and tracking of application incidents/issues; becomes familiar with how to identify system impact of changes in the business, user needs, external business environment and operating systems.
• Develops documentation to include, but not limited to bulletins, manuals, file layouts and application design layouts for internal, client and training purposes.
• Assists with the preparation and coordination of client training and documentation for installation of systems and upgrades.
• Tracks and learns to document changes for functional and business specifications; writes detailed, universally understood procedures for permanent records and for use in training.
• Assists with coordinating documentation and client follow-up evaluation monitoring; post-implementation problems and revision requests.
• Maintains and administers procedures, methodology and/or application standards to include payment card industry and security related compliance.
• Demonstrates a working knowledge to conduct and support testing/planning/validation by clarifying the intended functionality.
• Participates in the resolution of issues to ensure a successful implementation.
• Tests and learns to analyze possible courses of action and solutions.
• Assists with coordinating implementations including vendor and in-house testing, readiness assessment, training and hardware capacity evaluation.
• Assists with the project planning efforts on small development efforts.
• Tracks project progress, collects and analyzes information and trends, and communicates to the user community any anticipated schedule deviations.
• Maintains software deployment plans as directed.

• Work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.
• Translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations.
• Lead end-to-end business analysis across multi-team epics and sub-initiatives.
• Drive discovery, define current/future states, and deliver high-quality user stories and acceptance criteria.

• Identify, map, measure, analyze and improve routine to moderately complex clinical and business processes
• Perform current and future workflow analysis and map out critical business processes
• Prepare documentation for business requirements by using case diagrams, data flow diagrams, data models, and object models
• Evaluate whether a proposed solution meets the business and clinical needs
• Translate user requirements into functional and technical design specifications
• Develop test plans, test cases, and test scripts to validate performance of all functions
• Conduct effective unit, integration, system and end-user acceptance testing through execution of the tests
• Provide client and support training through development of training materials
• Monitor system functionality and clinical and business processes instituting changes as needed

IT Business Analyst – Finance & Supply Chain

• Gather, document and organize requirements from CMS regulatory documentation
• Support facilitation of client discovery sessions and work stream meetings (creating materials, back-up to PO)
• Assist with creation and maintenance of workflows
• Create deliverables
• Assist PO with other program activities and deliverables such as: IRAADQ resolution / follow-up, writing features and user acceptance criteria

Business Analyst, Optum Experience

• Join a team of passionate Health & Welfare professionals
• Provide business analysis support for client advised projects
• Ensure systems function according to detailed business requirements
• Model Fidelity leadership principles to sustain an innovative culture
• Perform moderately complex data analysis and reporting for effective client decisions
• Identify problems with business requirements and recommend modifications to the functional solution
• Assist with defining test scenarios for Systems Acceptance Testing
• Participate in validation and/or testing efforts to ensure results meet client requirements
• Perform data/client validations and remediations for Annual Enrollment and Ongoing Projects
• Provide tactical support on Manual Batch Processing/Participant Data Copying

• Serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements
• Work with various internal teams to allow for the efficient functioning of this key line of business
• Interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others
• Develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization
• Influence systems and architecture solution design based on complex requirements
• Lead initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization
• Collaborate with business partners to assess complex business requirements and translate them into effective solutions
• Support the product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to end users

Principal Business Analyst, Liquid Alts

• Serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements.
• Work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others.
• Develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
• Collaborate with business partners to assess complex business requirements and translate them into effective solutions.
• Craft and implement tests that address business needs and ensure the delivery of solutions to end users.

Principal Business Analyst, Private Markets

• Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams
• Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning
• Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization

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