Senior Business Analyst: Data Insights & Strategy Lead

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 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.