System Analyst

System Analyst

03 Feb 2023
North Carolina, Durham, 27701 Durham USA

System Analyst

Job Description:

The Role

The Fidelity Institutional Technology group is looking for a highly motivated systems analyst to be part of its diverse, globally distributed team of IT professionals responsible for the development and maintenance of Fidelity's Institutional Client Platforms and Products.

The focus of this position will entail analysis and support of the Wealthscape application, specifically focusing on the design and build out of the Wealthscape Analytics application and a unified user experience across Analytics and Reporting applications. A successful systems analyst will be a key member of an agile delivery squad and will also be involved in solutioning with our Squad Leads / Product Owners to gather & document business requirements, helping with current state analysis of our Analytics and Reporting systems, helping define our technology design solution, and partnering with QA in test case preparation.

  • Examine and analyze existing IT systems and business models and identify requirements
  • Understand and contributing to the scalable unified advisor experience
  • Data research and validation for new deployment
  • Write User Stories which include concise and clear system requirements which will be used by developers to implement
  • Produce use case documents, functional solutions and system diagraming
  • Develop subject matter expertise for assigned components
  • Participate in the development and review of test plans by QA

The Expertise and Skills You Bring
  • Bachelor's degree required. Technology-related discipline preferred
  • 2-5 years systems analysis experience
  • Experience with systems development methodologies and formal documentation processes. Agile/Scrum/Kanban experience is expected
  • Brokerage or Financial Services experience preferred
  • Basic understanding of database structure and design
  • Proactive, detail-oriented, team player who understands how systems applications can provide solutions to business problems and objectives
  • Strong analytical, communication, and interpersonal skills including negotiation and influence
  • Ability to multi-task across a variety of tasks and responsibilities
  • Ability to effectively take the lead on issues, and gain resolution in a timely manner
  • An understanding of how systems applications can provide solutions to business problems and objectives

The Value You Deliver
  • Provide systems analysis support on an Agile team that includes multiple business and technology partners (cross business unit, cross domain).
  • Collaborate with multiple other Agile teams (Scaled Agile) to lead dependencies and scope.
  • Work with business and technology partners to define the scope of problems/issues, in terms of business and/or system requirements and processes.
  • Work with Agile team to develop user stories, acceptance criteria, and story maps.
  • Participate in backlog refinement sessions. Translate complex business needs into clear, actionable, requirements/user stories. Collaborate with Agile team members to research and evaluate alternative solutions.
  • Evaluate design of existing systems to judge their functionality, efficiency, reliability, performance, usage, maintainability, and cost of ownership.
  • Collaborate with Agile team members to build comprehensive and cohesive solution approaches.
  • Provide support in estimating, planning, scheduling, and prioritizing work.
  • Apply documentation standards and best practices.

The Team

Fidelity Institutional provides products and services to banks, broker/dealers, registered investment advisors, family offices, and other financial intermediaries to meet their brokerage and banking needs. The FI technology platform is delivered to these external clients, primarily via web-based and mobile applications, application programming interfaces, transmission files, and collaborates with third-party applications. Some of these offerings include trading, account servicing and maintenance, account opening and money movement, reporting, analytics, and data delivery and

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:


Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to

Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations, or by calling prompt 2, option 3.

We welcome those with experience in jobs such as Software Developer, Computer Technician, and Computer User Support Specialist and others in the Computers and Technology to apply.

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