Business Analyst, Operations

Fidelity Investments

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience
  • 2-3 years of relevant experience with FILI Term Life products
  • Hands-on experience using and administering XTRAC
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

Responsibilities

  • Support operational and business readiness for Life Insurance service changes
  • Partner with stakeholders to assess impact and support readiness activities
  • Develop and maintain process documentation and readiness artifacts
  • Establish scalable knowledge management and training approaches
  • Contribute to operational risk and controls initiatives
  • Assist in analysis and problem-solving for operational effectiveness

Benefits

  • Opportunity to influence operational evolution at Fidelity
  • Collaborative work environment with cross-functional stakeholders
  • Exposure to strategic initiatives within a growing organization
  • Visibility to senior management within FILI
  • Potential for role expansion aligned with organizational needs
Full Job Description
Job Description:

Note: Fidelity is not providing immigration sponsorship for this position

Outstanding opportunity to influence the evolution and growth of operations at the Fidelity Investments Life Insurance Company (FILI)!

The Role

Reporting to the VP, Strategy and Operations, the Business Analyst, Operations plays a critical role in supporting the build and evolution of Life Insurance operations within FILI. You will partner closely with cross-functional stakeholders, subject matter experts, project teams, and leaders to support operational readiness, enable change, and help establish foundational capabilities as the organization continues to grow and mature.

In this versatile and evolving role, you will help translate business and operational changes into clear, actionable readiness activities for operations teams. You will contribute to initiatives that improve how work gets done, how knowledge is documented and referenced, and how associates are equipped to successfully deliver optimal experiences for our customers. Over time, this role is expected to adapt and expand in alignment with FILI's future operating model and organizational needs.

This role will focus on the following type of work:
  • Supporting operational and business readiness for changes impacting Life Insurance service and operations
  • Partnering with business, technology, and operations stakeholders to assess impacts, clarify requirements, and support execution of operational readiness work, including hands-on readiness and documentation activities within XTRAC to support current and future operating model transitions.
  • Developing and maintaining clear, accurate reference materials to support operations, including process documentation, standards, and readiness artifacts
  • Helping to establish scalable approaches to knowledge management, training enablement, and communications
  • Contributing to initiatives related to operational risk, controls, and process clarity
  • Supporting analysis and problem-solving efforts related to operational effectiveness, change adoption, and associate readiness


The Expertise and Skills You Bring
  • Bachelor's degree or equivalent work experience
  • Preferred 2-3 years of experience with FILI Term Life products
  • Hands-on experience using and administering XTRAC to support operations
  • Ability to manage multiple priorities simultaneously and adapt quickly as needs and priorities evolve
  • Proactive, adaptable, and comfortable operating in an environment where not everything is fully defined
  • Think strategically, build and maintain positive relationships with business partners, and influence outcomes
  • Strong analytical and critical thinking skills, with the ability to synthesize information from multiple sources and translate it into clear, actionable outputs
  • Demonstrated attention to detail, accuracy, and rigor in documenting processes, requirements, and plans
  • Excellent written and verbal communicator, including significant technical writing skills, with a strong ability to explain sophisticated situations or solutions in a clear and concise manner within a service and operations environment
  • Naturally upbeat and collaborative with the ability to work independently, while also being able to partner closely with leaders, colleagues, and business partners
  • Experience leveraging operational systems, tools, or documentation platforms (e.g., workflow or case management systems, knowledge repositories) preferred
  • Thrive in an environment inclusive of individuals with a diverse set of backgrounds, styles, abilities, and motivations. You appreciate and use the capabilities, insights, and ideas of all individuals


The Team

Fidelity Investments Life Insurance Company provides financial products that help Fidelity's investors achieve lifetime financial goals. Our products help ensure our clients do not outlive their assets in retirement, safeguard one's portfolio from market volatility and protect against premature death.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Business Analysis

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