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Business Analyst in Boston, MA at Veritude

Date Posted: 7/13/2018

Job Snapshot

Job Description

Veritude is hiring a Business Analyst for Fidelity Investments in Boston, MA.

We are looking for an energetic team member who blends deep business expertise with a passion for delivering amazing customer experiences. You will work as an analyst on a squad providing business and technical knowledge and expertise across a focus area for a given sprint and release. This role elicits and captures epics and stories in order to develop and test original and creative technical solutions that meet business needs. You will also be responsible for maintaining and developing your skills and knowledgebase. This will ensure you are bringing the latest thinking to your role, chapter, and squad.

The Purpose of Your Role
To succeed in this role, you will …

  • Demonstrate commitment to PI's better way of working through greater collaboration and breaking down of silos
  • Be an Agile Leader: Act as a change agent to model squad behaviors, communication, and interactions to support Fidelity's transformation to a better way of working
  • Be a Fidelity Leader: Exemplify Fidelity leadership and multiplier behaviors while operating with data centricity and customer obsession
  • Become a Digital Leader: Build and maintain a knowledge of digital and technology capabilities from outside Fidelity and bring the "art of the possible" into the squad
  • Develop deep technical and functional knowledge across several areas of expertise relating to your squad: client experience, financial customer capabilities, associate experience, and external (competitive, financial, digital, technology and consumer trends)

The Skills You Bring
On a squad you will be responsible for some or many of the following

Identifying Client Needs and Wants

  • Develop a strong understanding of squad and tribe objectives
  • Conduct quant/qual research studies targeting Fidelity clients and associates in order to identify key objectives, preferences, needs, and wants
  • Collect, analyze, and draw conclusions from primary data sources (e.g., CWE) and secondary data sources (e.g., Cerulli, web searches, competitor websites)
  • Lead and/or contribute to the development of a current and future state client/rep journey or experience map for your squad
  • Provide subject matter expertise on client, branch, and phone rep experiences and related capabilities
  • Develop and share trends on specific insights of competitor models.
  • Command and infuse the team with knowledge, critical insights, needs, and behavior trends of the target user: Sally, Suzie, Harry, etc.

Developing Client Solutions

Responsible for activities and tasks that support agile ceremonies, including backlog refinement (e.g., decomposition of epics into stories with clear acceptance criteria), sprint planning (e.g., dependency identification), daily standups (issue resolution), sprint closure, and retrospectives

  • Identify and deliver incremental in-market client testing opportunities
  • Lead and/or support the team through Sprint planning and solution brainstorming
  • Facilitate and steer the group through the backlog prioritization process, carrying out standard financial logic so that the approach is consistent across squads (e.g., value to the customer + value to Fidelity + time criticality)
  • Analysis/Evaluation/Identification of Customer Problems and Requirements
    • Elicits, captures and interprets customer problems from multiple perspectives across projects or within a program; presents implications and recommendations with a strategic perspective influencing project parameters and outcomes.
    • Collaborates with stakeholders and product teams to create user stories and translate those stories into features that can be understood and built by members of the development team.
    • Formulates the project team hypothesis and takes primary responsibility for restructuring and executing significant portions of the complex project work.
    • Leads data analysis and reporting work for effective business decisions.
    • Identifies the inter connections between business process and other technology initiatives, ensures alignment with enterprise standards and in context of business architecture.
    • Drives analysis and makes recommendations on client / customer fit and offers ideas on a strategy for enablement of products and services.
  • Develop a learning agenda and measurement approach with leading and lagging indicators (KPIs/OMTM) to measure the effectiveness of solution hypotheses
  • Coordinate efforts with related functions and COEs that are not dedicated to the squad(e.g., LRC, CKSI, Marketing)
  • Coordinate efforts with other squads, within or outside the tribe, in order to (a) map and connect dependencies; (b) establish release milestones and critical failure points; (c) manage ongoing coordination of the scrum of scrums; and (d) ensure integration and business testing for cross-squad deliverable
  • Create internal associate collateral, process and service model diagrams, or other business materials and coordinate LRC eReview approval to support in-market rollout
  • Manage vendor relationships and contracts

Implementing and Measuring Client Solutions

  • Lead the business readiness rollout of solutions in coordination with Field planning and deployment
  • Perform business scenario testing, focusing on the overall client and/or rep experience
  • Implement, measure, and publish KPIs/OMTM (e.g., client/rep satisfaction and process performance) in addition to ensuring that data is used to make decisions: continue, stop, or pivot solution direction

Developing your Skills and Knowledge

  • Identify opportunities to improve the skills and knowledge that are important to your squad and chapter
  • Complete improvement activities
  • Demonstrate an increase in mastery

The Value You Deliver
Client Solutions Chapter Team Members…

  • Embody Fidelity leadership principles and multiplier behaviors
  • Inspire and motivate their squad by bringing a passion to the work
  • Love to execute with an Agile mindset and are excited to roll up their sleeves to get work done
  • Are committed to cross-functional collaboration to achieve the best results for Fidelity
  • Uphold self-organizing teams and relish the opportunity to translate a vison into incremental value and deliverables
  • Are intellectually curious and love learning new skills and capabilities, e.g., agile principles, technology platforms, business acumen, digital experience, and mindful awareness
  • Bring a data-driven approach to decision making with the squad

How Your Work Impacts the Organization
Technology, multitasking, stretch goals and large teams can create stress and impact our ability to reach our fullest potential. By generating awareness and adopting mindful strategies, we can minimize stress, maximize our productivity and achieve our goals – while feeling better along the way. Client Solutions members will exhibit the following traits:

  • Focus and Attention: Exhibits the discipline to eliminate distractions and to focus on projects in order to drive improved quality and velocity; can effectively manage use of devices and technology
  • Personal Scale and Efficiency: Consistently leverages strategies that align with squad norms and which create a personally fulfilling balance between professional and personal life
  • Stress Management: Can manage stressful situations in such a way as to not negatively impact self or team members, exhibits positive attitude and empathy in stressful situations.
  • Relationship Management: Can build mutually beneficial, positive relationships across all personality types and in difficult situations where opposing views are being expressed.
  • Acceptance: Openly engages in candid debate and actively supports ultimate business decision, even when it is in conflict with personal opinion(s).


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