Job Description

Locations

• TX, Westlake

Responsibilities

• Works with business and technology partners to identify, review, define, interpret, and clarify scope of work in terms of business and/or system requirements and processes.
• Works with business and technology partners to identify, review, define, interpret, and clarify scope of work in terms of business and/or system requirements and processes.
• Contributes to the analysis strategy for technology projects culminating in the creation of documentation to support project needs.
• Contributes to the analysis strategy for technology projects culminating in the creation of documentation to support project needs.
• Recommends changes to existing systems design to achieve requirements, and recommends designs for new systems based on requirements.
• Recommends changes to existing systems design to achieve requirements, and recommends designs for new systems based on requirements.
• Documents objectives, use cases, requirements, and specifications.
• Documents objectives, use cases, requirements, and specifications.
• Monitors documentation standards and best practices and mentoring associates.
• Monitors documentation standards and best practices and mentoring associates.
• Recommends traceability improvements.
• Recommends traceability improvements.
• Establishes project plans for projects of moderate scope and works on multiple projects concurrently.
• Establishes project plans for projects of moderate scope and works on multiple projects concurrently.
• Works directly with the user community for project definition.
• Works directly with the user community for project definition.
• Communicates project plan information, objectives, and deliverables to the team.
• Communicates project plan information, objectives, and deliverables to the team.
• Works on complex assignments and on multiple phases of a project.
• Works on complex assignments and on multiple phases of a project.
• Assists in defining analysis strategy.
• Assists in defining analysis strategy.
• Writes business cases for review.
• Writes business cases for review.
• Identifies and records risks, issues, dependencies, and assumptions in accordance with project standards.
• Identifies and records risks, issues, dependencies, and assumptions in accordance with project standards.
• Participates in the review and validation of quality assurance test plans to ensure requirements have been met.
• Participates in the review and validation of quality assurance test plans to ensure requirements have been met.
• Education and Experience:
• Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Systems Analyst (or closely related occupation) performing systems and data analysis in a financial services and banking domain.
• Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Systems Analyst (or closely related occupation) performing systems and data analysis in a financial services and banking domain.
• Skills and Knowledge:
• Candidate must also possess:
• Demonstrated Expertise (“DE”) extracting, transforming, and loading data to create clean and consistent datasets using Oracle, SQL Server, Mainframe DB2 or Snowflake; analyzing complex data sets to identify patterns and trends using SQL and Tableau; and creating custom SQL queries to extract and manipulate data using Oracle or Snowflake.
• Demonstrated Expertise (“DE”) extracting, transforming, and loading data to create clean and consistent datasets using Oracle, SQL Server, Mainframe DB2 or Snowflake; analyzing complex data sets to identify patterns and trends using SQL and Tableau; and creating custom SQL queries to extract and manipulate data using Oracle or Snowflake.
• DE analyzing mainframe systems (Cobol, JCL, DB2, VSAM, and CICS); and performing end-to-end service modernization by migrating to a distributed technology architecture using AWS or Azure.
• DE analyzing mainframe systems (Cobol, JCL, DB2, VSAM, and CICS); and performing end-to-end service modernization by migrating to a distributed technology architecture using AWS or Azure.
• DE analyzing and optimizing Salesforce CRM applications using Sales Cloud and Service Cloud, including end-to-end business process evaluation, configuration and customization using Lightning Experience, Flows, validation rules, and Apex; and performing integration analysis using REST/SOAP APIs and MuleSoft, user adoption review through reports and dashboards, and cost-value optimization.
• DE analyzing and optimizing Salesforce CRM applications using Sales Cloud and Service Cloud, including end-to-end business process evaluation, configuration and customization using Lightning Experience, Flows, validation rules, and Apex; and performing integration analysis using REST/SOAP APIs and MuleSoft, user adoption review through reports and dashboards, and cost-value optimization.
• DE analyzing business requirements, summarizing stakeholder inputs, and generating structured user stories and functional documentation, using Large Language Model (LLM)-based and Natural Language Processing (NLP) technologies (including GPT-based and enterprise AI services integrated via REST APIs).
• DE analyzing business requirements, summarizing stakeholder inputs, and generating structured user stories and functional documentation, using Large Language Model (LLM)-based and Natural Language Processing (NLP) technologies (including GPT-based and enterprise AI services integrated via REST APIs).
• Fidelity’s Onsite Working ModelFidelity 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.

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