Principal Business Analyst, Private Markets

Fidelity • Merrimack, NH

1d • Hybrid

About The Position

As a lead Analyst supporting the onboarding of Alternative Instruments in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements. 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 solutions. Finally, we support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.

Requirements

• A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
• Five or more years of experience in Financial Services, with a strong understanding of investment instruments and financial markets
• Proven experience with Private Equity, Private Debt, and other Alternative investment structures
• Deep understanding of private market structures such as Limited Partnerships, REITs, BDCs, private lending funds, CDOs, and CLOs
• Strong knowledge of asset management back-office operations, mutual fund accounting, complex fund structures, and derivatives
• Hands-on experience with FIS InvestOne and SS&C Geneva accounting platforms
• Ability 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.
• Affinity for data; where to get it, how to use it, what it means
• Ability to translate business needs into clear, actionable business and systems requirements.
• 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, and PowerPoint

Responsibilities

• Serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements.
• Work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others.
• Develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
• Lead initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization.
• Collaborate with business partners to assess complex business requirements and translate them into effective solutions.
• Craft and implement tests that address business needs and ensure the delivery of solutions to our end users.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees