Principal Business Analyst

Fidelity Investments•Westlake, TX

About The Position

As a member of the Relationship Management & Business Enablement (RMBE) Business Management team, the Principal Business Analyst leads initiatives with diverse scope and complexity and serves as the primary interface between end users, product management, and the systems organization. The role collaborates with business partners to identify and assess complex business requirements and works with practitioners such as Portfolio Managers, Program Managers, Senior Management, and Attribution Analysts to define analytical approaches to business requests. The Analyst also supports delivery quality by crafting and implementing tests that address business needs and ensure solutions meet end-user requirements. The role supports delivery of data-driven insights and solutions in a dynamic environment, partnering with business and technology teams to understand needs and translate requirements into actionable outputs. Work includes analyzing data, developing use cases, supporting user acceptance testing, and contributing to product documentation. The Analyst uses data to inform decisions, define key performance indicators, and identify improvement opportunities; works independently and collaboratively; and helps improve processes by challenging existing approaches and recommending enhancements that mitigate risk and drive positive change. Strong communication, organizational, problem-solving, and adaptability skills are important, as is the ability to understand technology and system architecture. The RMBE Business Management team serves as the operational engine for FFIO, driving strategy execution, insights, communications, and CRM governance and delivery. It enables leadership and associate alignment through the systems, routines, and cross-FFIO initiatives that support day-to-day execution and long-term priorities. Led by Delivery Enablement leadership, the team delivers end-to-end solutions through flexible, high-impact engagements and develops tailored strategies to help teams navigate complexity and achieve their objectives.

Requirements

Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
A minimum of 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 understand where data comes from, how to use it, and what it means.
Ability to translate business requirements into well-defined key performance indicators.
Strong problem-solving skills and a curious, motivated approach to learning.
Strong written and verbal communication skills; ability to communicate clearly, concisely, and impactfully to influence others.
Ability to challenge current practices and recommend improvements to mitigate risks and drive positive change.
Ability to navigate ambiguity and demonstrate flexibility and adaptability as priorities evolve.
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.

Nice To Haves

Financial Services experience.
Proficiency in investment instruments, financial markets, and performance measurement methodologies.
Bachelor’s degree in Business, Finance, Accounting, Information Technology, or Management Information Systems (preferred fields).

Responsibilities

Lead initiatives with diverse scope and complexity.
Serve 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 Portfolio Managers, Program Managers, Senior Management, and Attribution Analysts to define analytical approaches for business requests.
Craft and implement tests that address business needs and ensure delivery of solutions to end users.
Analyze data, develop use cases, support user acceptance testing, and contribute to product documentation.
Translate business requirements into actionable outputs and well-defined key performance indicators.
Use data to inform decisions and identify opportunities for improvement.
Partner with business and technology teams to deliver outcomes and advance initiatives.
Challenge existing practices and recommend process enhancements that mitigate risk and drive positive change.
Communicate complex ideas clearly and influence stakeholders.
Contribute to strategy execution, insights, communications, and CRM governance and delivery across FFIO.