Principal Business Analyst

Fidelity; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity is seeking a Principal Business Analyst to lead initiatives of varied complexity, serving as the main liaison among end users, product management, and the systems organization.

You will collaborate with Portfolio Managers, Program Managers, Senior Management, and Attribution Analysts to define analytical approaches and translate requirements into actionable outputs, including KPIs. A data-driven mindset and strong communication skills are essential.

Qualifications

• Five years of related experience; Financial Services experience preferred.
• Proven expertise in business analysis methodologies: data analysis, use case development, story writing, UAT, and product documentation.
• Affinity for data; understanding how to interpret data and define key performance indicators.
• Ability to translate business requirements into well-defined KPIs and actionable outputs.
• Strong communication skills to influence stakeholders and convey complex ideas clearly.

Responsibilities

• Lead initiatives with diverse scope, acting as the primary interface between end users, product management, and the systems organization.
• Collaborate with business partners to identify and assess complex business requirements; define analytical approaches to solving requests.
• Support the delivery team by crafting and executing tests that address business needs and ensure delivery of solutions.

Skills

Data analysis

KPI definition

Use case development

UAT support

Product documentation

Stakeholder communication

Problem solving

Leadership

Education

Bachelor's degree

Tools

Excel

Visio

PowerPoint

Word

SQL

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

The Role

As a member of the team, the Principal 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 identify and assess complex business requirements . We work with business practitioners such as Portfolio Managers, Program 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.

Key Qualifications

• A Bachelor's degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
• A minimum of five years of related experience; Financial Services experience preferred
• Experience working on large complex initiatives
• Proficiency in investment instruments, financial markets, performance measurement methodologies preferred
• 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 requirements into well-defined key performance indicators
• A highly curious and motivated learner with strong problem-solving skills
• 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
• Able to understand the technology and software architecture of an application
• Excellent planning, organizational, and time management skills
• Strong Microsoft Office skills especially in Excel, Word, PowerPoint and 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.

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. Ons