Stock Plan Operations Business Analyst

Fidelity Investments • Merrimack, NH

2d • Hybrid

About The Position

The Stock Plan Operations Business Analyst is a hybrid role supporting client services and operations. This role involves managing calculations, ensuring robust error checking and auditing, and communicating with clients and client teams to answer questions or adjust reporting. Client support is expected to be 20-30% of the role, with the remainder focused on equity compensation solutions, including workflow management tools, regulatory reporting, and client services projects to drive scale and efficiency. The role operates in a fast-paced, self-directed team environment with high audit scrutiny, requiring comfort with multi-tasking, expectation setting, and high-pressure situations. Responsibilities include supporting custom calculations and processing with high attention to detail and accuracy, providing feedback for process improvements, and fully documenting business processes. The role also involves supporting configuration changes and testing for the SPS Workflow Management Tool.

Requirements

• Bachelor's degree or equivalent experience preferred
• 5+ years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience
• Excellent analytical and quantitative problem-solving skills; ability to interpret data to drive business decisions
• Basic knowledge (3+ years) of business analysis techniques preferred. For example: current/future state analysis, flow diagramming, benchmarking, business rules and risk analysis, user acceptance testing and product documentation
• High level of accuracy/attention to detail
• Strong verbal communication skills
• Problem solving skills with the keen ability to assimilate new information, draw conclusions and communicate ideas
• Capable of facilitating a workshop, or speaking publicly to a broad audience
• Time management skills to ensure that work is completed on time
• Write clear, concise, well organized user documentation to maintain standards and procedures
• Ability to work independently and manage multiple projects, as well as collaborate within a team
• Positive demeanor and flexible, with ability to adapt to the changing needs of the organization

Nice To Haves

• Certified Equity Professional (CEP) level 1 encouraged

Responsibilities

• Support custom calculations and processing with high attention to detail and accuracy
• Provide constructive feedback for future process improvements
• Fully and clearly document business processes to the granular level of detail required to recreate reporting artifacts on a schedule
• Support configuration changes and testing for the SPS Workflow Management Tool
• Manage calculations, ensuring robust error checking and auditing
• Communicate with clients and client teams as needed to answer questions or adjust reporting to meet their needs
• Operate as a business analyst focused on equity compensation solutions – including supporting workflow management tools, regulatory reporting needs and client services projects to drive scale and efficiency

Benefits

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree