Senior Business Analyst: Data Insights, KPIs & Strategy

Fidelity; Westlake (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Fidelity is seeking a Principal Business Analyst to lead complex initiatives and serve as the primary interface between end users, product management, and the systems organization. You will translate requirements into actionable outputs, develop use cases, support UAT, and contribute to product documentation to ensure business objectives are met.

Role emphasizes data-driven insights, KPI definition, and collaboration across teams while navigating ambiguity and shifting priorities.

Qualifications

• A Bachelor’s degree in Business, Finance, Accounting, IT, or MIS.
• 5+ years of related experience; Financial Services experience preferred.
• Experience working on large complex initiatives.
• Proficiency in investment instruments, financial markets and performance measurement.
• Expertise in BA methodologies: data analysis, use case development, story writing, UAT, and product documentation.
• Affinity for data and KPI definition.
• Strong communication to influence stakeholders.
• Ability to translate requirements into KPIs.
• Curious, adaptable, and able to manage multiple priorities.
• Understanding of technology and software architecture.
• Excellent planning, organizational, and time management skills.
• MS Office skills, especially Excel, Word, PowerPoint and Visio.

Responsibilities

• Lead initiatives with diverse scope and complexity, interfacing between end users, product management, and systems.
• Collaborate with business partners to identify and assess complex requirements.
• Support delivery teams by crafting and implementing tests addressing business needs.
• Translate requirements into clear outputs and help drive initiatives forward.
• Define KPIs and data-informed insights to inform decisions.
• Partner across teams to deliver outcomes while working independently when needed.

Skills

Data analysis

Stakeholder communication

Problem solving

Curiosity

Organizational skills

Education

Bachelor’s degree in Business, Finance, IT or MIS

5+ years of related experience; Financial Services preferred

Tools

Excel

Word

PowerPoint

Visio

Job description

Fidelity is seeking a Principal Business Analyst to lead complex initiatives and serve as the primary interface between end users, product management, and the systems organization. You will translate requirements into actionable outputs, develop use cases, support UAT, and contribute to product documentation to ensure business objectives are met.

Role emphasizes data-driven insights, KPI definition, and collaboration across teams while navigating ambiguity and shifting priorities.