Principal Business Analyst

Fidelity•Westlake, TX

13h

About The Position

The Principal Business Analyst leads initiatives of diverse scope and complexity, serving as the primary interface between end users, product management, and the systems organization. The role partners with business practitioners—including Portfolio Managers, Program Managers, senior management, and Attribution Analysts—to identify and assess complex requirements and define analytical approaches to business requests. It also supports delivery quality by creating and implementing tests that address business needs and verify solutions for end users. The role supports delivery of data-driven insights and solutions in a dynamic environment. It works closely with business and technology partners to understand needs, translate requirements into clear outputs, analyze data, develop use cases, support user acceptance testing, and contribute to product documentation. The analyst uses data to inform decisions, define key performance indicators, and identify improvement opportunities. The role also contributes to process improvement by challenging existing approaches and recommending enhancements that mitigate risk and drive positive change. The Principal Business Analyst works collaboratively across teams and independently when needed, bringing curiosity, adaptability, problem-solving skills, and the ability to navigate ambiguity and shifting priorities. The role requires clear communication to convey complex ideas and influence stakeholders, along with an understanding of technology and system architecture to bridge business and technical perspectives. The Relationship Management & Business Enablement (RMBE) Business Management team serves as the operational engine for FFIO, driving strategy execution, insights, communications, and CRM governance and delivery. Led by Delivery Enablement leadership, the team provides end-to-end solutions through flexible, high-impact engagements and develops strategies and solutions to help teams navigate complexity and achieve their objectives.

Requirements

Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
At least five years of related experience.
Experience working on large, complex initiatives.
Expertise in business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
Ability to translate business requirements into well-defined key performance indicators.
Strong problem-solving skills and an affinity for data, including knowing where to obtain it, how to use it, and what it means.
Strong written and verbal communication skills, with the ability to communicate clearly, concisely, and impactfully to influence others.
Ability to navigate ambiguity and demonstrate flexibility and adaptability as priorities shift.
Ability to understand an application’s technology and software architecture.
Excellent planning, organizational, and time-management skills.
Strong Microsoft Office skills, especially Excel, Word, PowerPoint, and Visio.
Ability to work collaboratively across teams, work independently, take initiative, and manage multiple priorities.

Nice To Haves

Financial Services experience.
Proficiency in investment instruments, financial markets, and performance measurement methodologies.

Responsibilities

Lead initiatives with diverse scope and complexity.
Act as the primary interface between end users, product management, and the systems organization.
Collaborate with business partners to identify and assess complex business requirements.
Work with business practitioners to define analytical approaches to business requests.
Analyze data, develop use cases, and translate business requirements into clear and actionable outputs.
Define key performance indicators and use data to inform decisions and identify improvement opportunities.
Support user acceptance testing and contribute to product documentation.
Craft and implement tests that address business needs and ensure solutions meet end-user needs.
Partner across business and technology teams to deliver outcomes and bridge business and technical perspectives.
Challenge existing approaches and recommend improvements that mitigate risk and drive positive change.
Communicate complex ideas clearly and concisely to influence stakeholders.
Manage multiple priorities and contribute to continuous improvement.