Senior Product Analyst, Portfolio Construction & Analytics

Fidelity Investments Inc.; Durham (NC); On-site; USD 95,000 - 135,000; Full time

Job summary

Fidelity Investments Inc. seeks a Product Analyst of Portfolio Construction Solutions to join Wealth Advisory Managed Solutions. You will implement and maintain analytics tools used in portfolio construction across Fidelity teams and external client discussions.

You will facilitate requirement sessions, translate business needs into features, and work with engineers, architects, and UX designers to deliver value. A Bachelor's degree and 3+ years of analysis are expected.

Qualifications

• Bachelor's degree in CS, MIS, Finance or related field.
• 3+ years of business or systems analysis experience.
• Customer-obsessed mindset translating user needs to product improvements.
• Experience as a product analyst across multiple lifecycles.
• Strong interpersonal skills across cross-functional teams.
• Excellent written and verbal communication.
• Knowledge of portfolio construction and investment management helpful.
• Advancing Agile ways of working.

Responsibilities

• Lead requirements gathering for new features/enhancements.
• Collaborate with business and tech teams to deliver solutions.
• Ask why and value behind features to guide development.
• Coordinate with developers, engineers, and UX designers.
• Develop and oversee a robust data environment for tools.
• Ensure data quality checks support tool usage.
• Conduct product acceptance testing and validation.

Skills

Product analysis

Agile

Stakeholder collaboration

Communication

Portfolio construction

Investment knowledge

Data quality

Education

Bachelor's degree in Computer Science, MIS, or Finance

Job description

Fidelity Investments Inc. seeks a Product Analyst of Portfolio Construction Solutions to join Wealth Advisory Managed Solutions. You will implement and maintain analytics tools used in portfolio construction across Fidelity teams and external client discussions.

You will facilitate requirement sessions, translate business needs into features, and work with engineers, architects, and UX designers to deliver value. A Bachelor's degree and 3+ years of analysis are expected.