Principal Business Analyst at Fidelity TalentSource LLC

Job Description:

The Role

As a lead Analyst supporting an Agile product delivery team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between business practitioners, customers, and Agile product delivery teams while utilizing best-in-class business analysis tools, techniques, and methodologies. The Principal Analyst will develop a significant internal voice on behalf of the product area and across the broader FFIO organization, working with business partners to gather and assess complex requirements, influencing systems and architecture solution design, and translating strategy into executable solutions that deliver value to stakeholders.

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 in Financial Services with demonstrated understanding of investment instruments and financial markets experience preferred.
• Experience with asset management back-office operations, mutual fund accounting, multi-layered fund structures as well as working knowledge of derivatives, a plus. 
• Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.
• 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.
• Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
• Affinity for data; where to get it, how to use it, what it means.
• Ability to think end to end using analytical and creative problem solving, including gap analysis, resolution and solution design.
• 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.
• Able to understand the technology and software architecture of an application.
• Excellent planning, organizational, and time management skills.
• 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 Center of Excellence: The Principal Analyst will belong to our Business Analysis Center of Excellence. 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:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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