Fidelity Investments · 1 week ago
Principal Business Analyst
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
5+ years expFidelity Investments is a leading financial services company, and they are seeking a Principal Business Analyst to support their Shareholder Reporting team. The role involves eliciting and documenting systems requirements, providing application support, and coordinating projects to ensure compliance with regulatory reporting requirements.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Elicit, define, and document systems requirements to the development team
Act as a liaison for the Shareholder Reporting business team to the IT systems groups
Provide general application support, issue documentation, project representation, and portfolio management
Perform many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team
Qualification
Required
Bachelor's degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund
5+ years project experience required (active participation and/or management)
A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly
Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment
Your strong verbal and written communication skills
Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact
Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact
Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions
Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions
Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point
Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives
Your extensive understanding of MS Office
Preferred
Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred
Experience with Confluence's Unity financial reporting software is a plus
Experience with SunGard's InvestOne and the Geneva accounting software and related reporting tools are a 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
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
2026-01-20
2026-01-16
2026-01-16
Company data provided by crunchbase