Director, Business Analyst

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Director, Business Analyst supporting the onboarding of New Alternatives and Core Products and Complex Instruments for Shareholder Reporting in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of new Products/Instruments requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Shareholder Reporting and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.

As a member of the team, the Director, Business 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 solutions. Finally, we support our product 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

• A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
• 5-8 or more years of experience in Financial Services, with a strong understanding of fund admin’s shareholder reporting.
• Strong knowledge of asset management back-office operations, shareholder reporting, accounting, investment operations, complex fund structures, and derivatives
• Ability to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations
• Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
• Affinity for data; where to get it, how to use it, what it means
• Ability to translate business needs into clear, actionable business and systems requirements.
• Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others
• Approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
• Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along
• A growth mentality with a passion for continuous learning and development
• Able to understand the technology and software architecture of an application
• Excellent planning, organizational, and time management skills

The Team

In Fund Admin’s Shareholder Reporting, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.

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:

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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.