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.

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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.

Certifications:

Category:

Investment Operations

Please be advised that 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, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.