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
Bachelors 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 andor 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 andor business processes to identify user needs document requirements and address operationprocess issuesimprovements 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 Confluences Unity financial reporting software is a plus.
Experience with SunGards 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 Fidelitys business partners and shareholders. The groups 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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Fidelitys 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.
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CategoryInvestment Operations
Please be advised that Fidelitys 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 andor associating with individuals with certain Criminal Histories.
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At Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
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Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodationsfmr.com or by calling 800-835-5099 prompt 2 option 3.
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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
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At Fidelity we value honesty integrity and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal civil litigations and regulatory review employment education and credit review role dependent. These investigations will account for 7 years or more of history depending on the role. Where permitted by federal or state law Fidelity will also conduct a pre-employment drug screen which will review for the following substances Amphetamines THC marijuana cocaine opiates phencyclidine.
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