Strategy & Operations Analyst

Fidelity Investments • Jersey City, NJ

19h • $66,000 - $125,000 • Hybrid

About The Position

Strategy & Operations Analyst — Fidelity Private Shares The Role We are seeking a highly motivated Strategy & Operations Analyst to support the Director, Strategy and Operations in scaling and maturing the Fidelity Private Shares business. This role plays a critical part in driving operational excellence, supporting strategic initiatives, and enabling data‑driven decision‑making across the business. The ideal candidate is highly analytical, diligent, and enjoys working cross‑functionally to solve complex problems. The Work You Will Do Produce data-driven insights and reports to support decision-making, identify trends, and surface opportunities. Support GTM efforts by delivering customer segmentation analyses and market insights. Assist in preparing materials for leadership meetings, investment committees, and quarterly planning sessions. Support the development and execution of business planning, budgeting, and forecasting processes. Contribute to the development of business cases for new opportunities and initiatives. Take ownership of ad hoc projects where clear ownership may not exist, ensuring timely and high-quality execution. The Expertise & Skills You Bring Experience in business operations, strategy, or financial analysis. Comfortable working in ambiguous, fast-paced environments with a bias toward action. Experience in financial services or fintech is highly preferred. Exposure to strategic planning or corporate development. Strong analytical skills with the ability to collect, organize, and interpret data from multiple sources. Proficient in Excel, PowerPoint, project management tools, and data visualization tools. Familiarity with private equity and venture capital is a plus. Understanding of SaaS metrics, unit economics, and customer lifetime value. Extreme attention to detail with a focus on delivering accurate and high‑quality results. Outstanding written and verbal communication skills. Collaborative mindset with the ability to work across multiple teams. Note: Fidelity is not providing immigration sponsorship for this position The Team We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses that drive growth for Fidelity. We shape the future of the industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve. Fidelity Labs combines an innovative, exploratory mindset with the scale and stability of an industry leader. We provide a space for teams to explore new business ideas, rapidly test them with customers, and scale the most promising concepts within an existing business unit or as a new venture. Learn more at labs.fidelity.com. The base salary range for this position is $66,000-125,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Business Analysis At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• Experience in business operations, strategy, or financial analysis.
• Comfortable working in ambiguous, fast-paced environments with a bias toward action.
• Strong analytical skills with the ability to collect, organize, and interpret data from multiple sources.
• Proficient in Excel, PowerPoint, project management tools, and data visualization tools.
• Extreme attention to detail with a focus on delivering accurate and high‑quality results.
• Outstanding written and verbal communication skills.
• Collaborative mindset with the ability to work across multiple teams.

Nice To Haves

• Experience in financial services or fintech is highly preferred.
• Exposure to strategic planning or corporate development.
• Familiarity with private equity and venture capital is a plus.
• Understanding of SaaS metrics, unit economics, and customer lifetime value.

Responsibilities

• Produce data-driven insights and reports to support decision-making, identify trends, and surface opportunities.
• Support GTM efforts by delivering customer segmentation analyses and market insights.
• Assist in preparing materials for leadership meetings, investment committees, and quarterly planning sessions.
• Support the development and execution of business planning, budgeting, and forecasting processes.
• Contribute to the development of business cases for new opportunities and initiatives.
• Take ownership of ad hoc projects where clear ownership may not exist, ensuring timely and high-quality execution.

Benefits

• comprehensive health care coverage
• emotional well-being support
• market-leading retirement
• generous paid time off
• parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees