Senior Business Analyst - Private Markets

Fidelity Investments

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, business analysis, or related field with 4+ years in the mutual fund industry.
  • 3+ years of project management experience.
  • Ability to manage multiple priorities in a dynamic regulatory environment.
  • Strong verbal and written communication skills relevant to technical discussions.
  • Experience translating business needs into technical requirements for enhanced business solutions.
  • Familiarity with business acceptance testing techniques and tools.
  • Proficiency in MS Office and database query tools such as SQL or Power BI.

Responsibilities

  • Serve as a bridge between the Shareholder Reporting team and system development groups.
  • Support general application functions and document issues to facilitate resolution.
  • Represent project interests during development cycles and portfolio management activities.
  • Analyze business systems and processes to pinpoint user needs and operational improvements.
  • Help build and maintain a prioritized product backlog with product owners.
  • Conduct qualitative reviews of regulatory reports for accuracy and compliance.
  • Implement strategies to enhance the customer experience across all product interactions.

Benefits

  • Opportunity to gain experience in Private Markets and Alternative Products.
  • Work within a prestigious organization known for its operational excellence.
  • Engagement with an evolving team responsible for key regulatory compliance.
  • Potential for flexible working arrangements associated with onsite transition.
  • Access to industry-standard tools and technologies offered within the role.
Full Job Description
Note: Fidelity will not provide immigration sponsorship for this position.  The Role This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Private Markets and the expanding Alternative Products space overall. The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management. Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. The Expertise and Skills You Bring - Bachelor's Degree in accounting, finance, business, business analysis, CIS or the equivalent and 4+ years prior experience in the mutual fund industry (previous financial reporting experience with Alternative Investment products preferred).   - 3+ years project experience required (active participation and/or management) - Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment. - Your strong verbal and written communication skills - Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact. - Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact. - Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end to end operational processes and end-users of solutions. - Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions. - Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point. - Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives. - Your extensive understanding of MS Office. - Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred. - Experience with Confluence's Unity financial reporting software is a plus. - Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus. The Team Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S. Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines. #FidelityAlts #FFIOALTS Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Category: Investment Operations

Similar Jobs

More Jobs at Fidelity Investments

More Finance & Insurance Jobs

Find similar Senior Business Analyst - Private Markets jobs: