Fidelity Investments · 18 hours ago
Principal Business & System Process Analyst
Durham, NC
Full-time
Hybrid
Senior Level, Lead/Staff
3+ years expFidelity Investments is seeking a Principal Business & System Process Analyst to lead the design, optimization, and automation of business processes. The role involves partnering with various teams to assess current processes, identify inefficiencies, and design future-state workflows that leverage enterprise automation.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
Qualification
Required
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
Preferred
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
Company
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.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase