About the role

The Principal Business Analyst leads complex initiatives by acting as the primary interface between end users, product management, and systems teams. They are responsible for assessing business requirements, developing analytical approaches, and ensuring the delivery of high-quality data-driven solutions.

What they look for

Business Analysis Data Analysis Financial Services Requirements Gathering User Acceptance Testing Product Documentation Stakeholder Management Problem Solving Communication Skills Microsoft Office Excel Visio Strategic Planning Process Improvement System Architecture

Requirements

Candidates should have at least five years of experience in financial services and a bachelor's degree in a relevant field. Strong analytical, communication, and problem-solving skills are required, along with advanced proficiency in Microsoft Office tools.

Full description

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions. We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests. Finally, we support our delivery team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.

The Expertise and Skills You Bring

In this role, you will apply your experience in business analysis to support the delivery of data-driven insights and solutions within a dynamic and evolving environment. You will work closely with business and technology partners to understand needs, translate requirements into clear and actionable outputs, and help drive initiatives forward. This includes analyzing data, developing use cases, supporting user acceptance testing, and contributing to product documentation to ensure solutions meet business objectives.

You will bring a strong understanding of how to interpret and leverage data, using it to inform decisions, define key performance indicators, and identify opportunities for improvement. Operating in a collaborative environment, you will partner across teams to deliver outcomes while also demonstrating the ability to work independently and take initiative. Success in this role requires curiosity, adaptability, and a thoughtful approach to problem-solving, particularly when navigating ambiguity or shifting priorities.

You will also contribute to improving processes and outcomes by challenging existing approaches and recommending enhancements that mitigate risk and drive positive change. Strong communication skills are essential, as you will be expected to convey complex ideas clearly and influence stakeholders through concise and impactful messaging. A solid understanding of technology and system architecture will further enable you to bridge business and technical perspectives effectively.

The ideal candidate is a motivated learner with a growth mindset, strong organizational skills, and the ability to manage multiple priorities. You are comfortable working with data, collaborating across teams, and contributing to a culture of continuous improvement.

Bachelor’s degree or equivalent relevant experience (preferred fields include business, finance, or technology)

A minimum of five years of financial services or a related industry (preferred)

Ability to analyze data and translate business needs into clear requirements and measurable outcomes

Strong analytical and problem-solving skills with the ability to simplify complex issues

Excellent communication skills with the ability to influence and drive outcomes

Advanced proficiency in Microsoft Office tools (Excel, Word, PowerPoint, Visio)

The Team

The Relationship Management & Business Enablement (RMBE) Business Management team serves as the operational engine for FFIO - driving strategy execution, insights, communications, and CRM governance and delivery. The team enables strong leadership and associate alignment by powering the systems, routines, and cross‑FFIO initiatives that support both 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. The team designs tailored strategies and delivers effective solutions that enable teams to navigate complexity and achieve their objectives.

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Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Product ManagementPlease 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.