Principal Business Analyst

Fidelity Investments • Merrimack, NH

2d • Hybrid

About The Position

The Role This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, regulatory reporting requirements for registered investment companies. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. This position emphasizes Operations; it is not a Technology role. The Team Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.

Requirements

• 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.

Nice To Haves

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees