Principal Business Analyst, Private Markets
Not Disclosed•Full-TimeOn-site
location_onSouth Ohio Street, Irving, Dallas County, Texas, 75060, United States
About the Role
As a Lead Analyst supporting the onboarding of Alternative Instruments in Fidelity Fund and Investment Operations (FFIO), you will serve as a vital conduit between product delivery teams and stakeholders. Your mission is to ensure we meet the differentiated needs of Alternative fund structures and requirements while allowing for the efficient functioning of this key line of business.
You will act as the primary interface between end users, product management, and the systems organization. In this capacity, you will develop a significant internal voice on behalf of the Alternative product set, influencing systems and architecture solution design based on complex requirements. You will collaborate with diverse internal teams, including Alternative Investment Sponsors, clients, legal, and compliance, to translate complex business requirements into effective solutions.
About the Team
The Business Unit, Fidelity Fund and Investment Operations (FFIO), provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services encompass calculating and distributing NAVs, preparing fund financial statements, monitoring trade delivery, processing corporate actions, and managing fund liquidity.
You will belong to the Business Analysis Center of Excellence. We are insatiably curious analysts who, together with our squads, apply unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems with a steadfast commitment to developing our people.
Culture & Values
We approach work with an open mind and a sense of creativity, challenging current practices to recommend improvements that mitigate risks and drive positive change. We value a growth mentality, encouraging continuous learning and development. Our team thrives on curiosity, collaboration, and the ability to navigate ambiguous circumstances with flexibility and adaptability.
Application & Legal Information
Immigration Sponsorship: Please note that Fidelity will not provide immigration sponsorship for this position.
Regulatory Compliance: Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws and self-regulatory organization rules (including FINRA). These regulations may restrict Fidelity from hiring or associating with individuals with certain criminal histories.
Work location
Work model: On-site
Similar Job Opportunities
Skills, education and keywords
Skills: Business Analysis, Data Analysis, Use Case Development, Story Writing, User Acceptance Testing, Product Documentation, Excel, Word, Powerpoint, Fis Investone.
Education: Bachelor's degree, preferably in Business, Finance, Accounting, IT, or MIS.
Frequently asked questions about Principal Business Analyst, Private Markets at Fidelity Investments
What does a Principal Business Analyst, Private Markets at Fidelity Investments do?expand_more
In this Principal Business Analyst, Private Markets at Fidelity Investments role, you will translate complex business requirements into effective systems and architecture solutions; collaborate with business partners to assess requirements and influence solution design; craft and implement tests to ensure solutions meet business needs and deliver quality; and analyze complex and ambiguous issues to recommend creative solutions with clear presentations.
What are the requirements for this Principal Business Analyst, Private Markets role?expand_more
Fidelity Investments is looking for candidates who meet the following requirements: Bachelor's degree in Business, Finance, Accounting, IT, or MIS; 5+ years experience in Financial Services; Experience with Private Equity, Private Debt, and Alternative investment structures; Deep understanding of private market structures (Limited Partnerships, REITs, BDCs, etc.); Knowledge of asset management back-office operations, mutual fund accounting, and derivatives; and Hands-on experience with FIS InvestOne and SS&C Geneva.