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Principal Business & System Process Analyst
full-timeWestlake, Durham, Merrimack

Summary

Location

Westlake, Durham, Merrimack

Type

full-time

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About this role

Job Description:

The Role

The Principal Business & System Process Analyst will lead the design, optimization, and automation of Fidelity’s business processes. You will partner with business, architecture, and delivery teams to assess current processes and supporting systems, identify inefficiencies and technical constraints, analyze system interactions and data flows, and design future-state workflows and system behaviors that leverage enterprise automation

The Expertise and Skills You Bring

  • Business & System Process Analysis & Modeling (BPMN preferred)
  • Workflow Redesign & Optimization
  • Business Requirements Elicitation & Documentation
  • End-to-End Journey Mapping & Service Blueprinting
  • Data-Driven Process Insight & Performance Measurement
  • Systems Analysis & Technical Requirements Evaluation
  • Ability to understand system integrations, data flows, and dependencies
  • Experience translating complex needs into actionable, technology-aligned designs

Key Responsibilities

  • Lead enterprise and domain-level business process assessments to identify opportunities for modernization, simplification, and automation.
  • Conduct structured requirements elicitation and develop detailed artifacts including business requirements, user stories, acceptance criteria, and process maps.
  • Analyze current-state workflows, identify bottlenecks and failure modes, and design future-state processes leveraging enterprise technologies (RPA, BPM/workflow engines, case management platforms, API-driven architectures, etc.).
  • Collaborate with engineering and operations teams to build business and technical sequence flows and end-to-end journey maps that reflect both user and system interactions.
  • Develop business cases, benefit analyses, KPIs, and measurement frameworks to quantify value and track operational outcomes.
  • Support delivery through UAT planning, scenario design, validation of implemented workflows, and continuous feedback loops with product and engineering teams. 

Preferred Qualifications

  • Bachelor’s degree in Business, Information Systems, Engineering, or related discipline
  • 3+ years of experience in business analysis, process design, continuous improvement, or product strategy/consulting.
  • Demonstrated success leading cross-functional process transformation initiatives.
  • Experience designing or delivering automation using RPA, BPM, low-code/no-code, or workflow orchestration technologies a strong plus.

The Team

You will be embedded within a cross-functional squad, serving as the primary process and analysis expert responsible for translating business needs into well-architected workflows and digital capabilities. You will collaborate closely across product, engineering, operations, architecture, and business stakeholders throughout the entire software development lifecycle to create frictionless, scalable digital experiences.

Certifications:

Category:

Business Analysis

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.

Other facts

Tech stack
Business Process Analysis,System Process Analysis,Workflow Redesign,Business Requirements Elicitation,End-to-End Journey Mapping,Data-Driven Process Insight,Systems Analysis,Technical Requirements Evaluation,Automation,RPA,BPM,Low-Code/No-Code,Workflow Orchestration,Cross-Functional Collaboration,Continuous Improvement,Process Transformation

About Fidelity Investments

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1946

What you'll do

  • Lead enterprise and domain-level business process assessments to identify opportunities for modernization, simplification, and automation. Collaborate with engineering and operations teams to build business and technical sequence flows and end-to-end journey maps that reflect both user and system interactions.

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Frequently Asked Questions

What does a Principal Business & System Process Analyst do at Fidelity Investments?

As a Principal Business & System Process Analyst at Fidelity Investments, you will: lead enterprise and domain-level business process assessments to identify opportunities for modernization, simplification, and automation. Collaborate with engineering and operations teams to build business and technical sequence flows and end-to-end journey maps that reflect both user and system interactions..

Why join Fidelity Investments as a Principal Business & System Process Analyst?

Fidelity Investments is a leading Financial Services company.

Is the Principal Business & System Process Analyst position at Fidelity Investments remote?

The Principal Business & System Process Analyst position at Fidelity Investments is based in Westlake, Texas, United States and Durham, North Carolina, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Principal Business & System Process Analyst position at Fidelity Investments?

You can apply for the Principal Business & System Process Analyst position at Fidelity Investments directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Fidelity Investments on their website.