About The Position

Fidelity is seeking a Principal Business Analyst to help build digital capabilities that aggregate third-party financial data and make it available for customer experiences, applications, APIs, and personalized insights. The role partners with product leaders, architects, engineers, data experts, and business stakeholders to translate customer, business, data, and technical needs into actionable solutions. It requires using data to inform decisions, communicating insights clearly, and applying a customer-first mindset, ownership, curiosity, and continuous learning. The analyst will work on a collaborative product and technology team focused on helping customers see and use a more complete picture of their financial lives. Success requires navigating complex data and technology landscapes, aligning teams, and connecting customer and business needs with scalable technical solutions. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve. This transition does not apply to fully remote roles. Fidelity does not provide immigration sponsorship for this position.

Requirements

  • Bachelor’s degree or equivalent experience.
  • Eight or more years of experience in business analysis, systems analysis, product analysis, or a related technology role.
  • Demonstrated experience leading analysis for APIs, data products, digital platforms, or complex system integrations.
  • Experience analyzing API contracts, endpoints, schemas, JSON payloads, validation rules, and error handling.
  • Familiarity with API specifications and tools such as OpenAPI/Swagger and Bruno.
  • Experience contributing to architectural and solution design reviews with architects and engineers.
  • Ability to create UML sequence diagrams and context diagrams.
  • Working knowledge of microservices, databases, cloud platforms, API ecosystems, and web or mobile application architecture.
  • Basic familiarity with API authentication and authorization concepts.
  • Strong systems thinking and ability to bring clarity to complex business and technical challenges.
  • Strong facilitation, communication, documentation, and storytelling skills across business and technical audiences.
  • Experience using Jira and Confluence in an Agile product-delivery environment.

Nice To Haves

  • Financial services, financial data aggregation, open banking, personal financial management, or account-linking experience.

Responsibilities

  • Translate customer and business needs into user stories, technical requirements, acceptance criteria, and test scenarios.
  • Bring customer insights and data into product and solution decisions.
  • Lead business, systems, data, and API requirements analysis.
  • Analyze third-party data integrations, aggregation flows, account-linking experiences, and API contracts.
  • Create visual models of complex system interactions and data flows.
  • Participate in architectural and solution design reviews.
  • Define requirements for data mapping and normalization across different data sources.
  • Resolve business and technical ambiguity and identify dependencies, risks, and downstream impacts.
  • Provide business validation to technical teams.

Benefits

  • Comprehensive health care coverage.
  • Emotional well-being support.
  • Retirement benefits.
  • Paid time off.
  • Parental leave.
  • Charitable giving employee match program.
  • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
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