Job Description:

The Role 

As a Lead Analyst supporting the onboarding of Alternative Instruments in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.  

As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions. We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests. Finally, we support our delivery team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users. 

The Expertise and Skills You Bring 

• A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems 
• A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments and financial markets; Alternative Instruments (e.g. including, but not limited to, Limited Partnerships, REITs, BDCs, Interval Funds and Crypto) experience preferred. 
• Experience with asset management back-office operations, mutual fund accounting, multi-layered fund structures as well as working knowledge of derivatives, a plus.  
• Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations  
• A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision 
• Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation. 
• Affinity for data; where to get it, how to use it, what it means 
• Ability to translate business requirements into well-defined key performance indicators 
• A highly curious and motivated learner with strong problem-solving skills 
• Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others 
• Approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change 
• Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along 
• A growth mentality with a passion for continuous learning and development 
• Able to understand the technology and software architecture of an application 
• Excellent planning, organizational, and time management skills 
• Strong Microsoft Office skills especially in Excel, Word, PowerPoint and Visio 

Note: Fidelity will not provide immigration sponsorship for this position. 

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 include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. 

The Center of Excellence: The Principal Analyst will belong to our Business Analysis Center of Excellence. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people. 

Certifications:

Category:

Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.