Fidelity Investments

Senior Business Analyst, TEM Product

Posted on: 12 Nov 2025

Merrimack, NH

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.

Fidelity Investments

Boston, MA

Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.

Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management

History of Fidelity Investments

The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.

Fidelity Investments Operations

Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.

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