Senior Business Analyst: Data-Driven Strategy Leader

Fidelity Investments Inc.; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. seeks a Principal Business Analyst to lead high-impact initiatives, bridging end users, product management, and the systems organization. You will translate complex requirements into actionable outputs, craft tests, and contribute to performance measurement and documentation.

The role emphasizes data-driven decision making, KPI definition, and collaboration across teams in a dynamic environment. Onsite work model is described, with related Fidelity policies in play.

Qualifications

• Five years of related experience; Financial Services experience preferred.
• Experience working on large complex initiatives.
• Proficiency in investment instruments, financial markets, performance measurement methodologies.
• Proven expertise in data analysis, use case development, story writing, UAT, and product documentation.

Responsibilities

• Lead initiatives as the primary interface between end users, product management, and the systems organization.
• Analyze data, develop use cases, support user acceptance testing, and contribute to product documentation.
• Translate requirements into clear outputs and help drive initiatives forward to meet business objectives.
• Craft and implement tests addressing business needs to ensure delivery of solutions to end users.

Skills

Data analysis

Requirements gathering

Stakeholder management

UAT testing

Documentation skills

Communication skills

Problem solving

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Visio

Job description

Fidelity Investments Inc. seeks a Principal Business Analyst to lead high-impact initiatives, bridging end users, product management, and the systems organization. You will translate complex requirements into actionable outputs, craft tests, and contribute to performance measurement and documentation.

The role emphasizes data-driven decision making, KPI definition, and collaboration across teams in a dynamic environment. Onsite work model is described, with related Fidelity policies in play.