Principal Business Analyst

Job Description:

Fidelity Fund and Investment Operations - PRINCIPAL BUSINESS ANALYST

The Role

As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions. We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests. Finally, we support our Agile team's dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.

The Expertise and Skills You Bring

• A Bachelor's degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
• A minimum of five years of related experience; Financial Services experience preferred
• Proficiency in investment instruments, financial markets, performance measurement methodologies preferred
• A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision
• Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
• Affinity for data; where to get it, how to use it, what it means
• Ability to translate business requirements into well-defined key performance indicators
• A highly curious and motivated learner with strong problem-solving skills
• Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others
• Approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
• Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along
• A growth mentality with a passion for continuous learning and development
• Able to understand the technology and software architecture of an application
• Excellent planning, organizational, and time management skills
• Strong Microsoft Office skills especially in Excel, Word, PowerPoint and Visio
• Proven ability to work in an Agile environment is preferred

The Team

The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.

The Chapter: The Principal Analyst will belong to our Business Analysis Chapter. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people.

Certifications:

Category:

Product Management
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.

Client-provided location(s): Merrimack, NH, Westlake, TX

Job ID: Fidelity-2115255

Employment Type: OTHER

Posted: 2025-09-17T23:46:20