Fidelity Investments
As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:
Responsibilities
Requirements Gathering & Analysis
User Stories and Acceptance Criteria
Legal, Risk, and Compliance Review and Approval
Testing and Validation
Customer Rollout Strategy, Planning, and Execution
Customer Data and Feedback Analysis and Reporting
Qualifications
Master's or Bachelor's degree, preferred in Business, Economics, or a related field.
8+ years of business analysis experience delivering digital experiences to customers.
Strong understanding of the digital product life cycle.
Customer-focused with a passion to solve challenges through a data‑driven approach. Expertise with Tableau, Power BI, etc. is preferred. Familiarity with NPS/CSAT, Adobe Analytics is an advantage.
Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross‑functional teams.
Strong storytelling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry‑standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.
Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure, GCP is an advantage.
Having financial domain knowledge is a plus.
Experience working in an agile team required.
An affinity for technology and staying up to date on industry innovations.
Note: Fidelity will not provide immigration sponsorship for this position.
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Responsibilities
Requirements Gathering & Analysis
User Stories and Acceptance Criteria
Legal, Risk, and Compliance Review and Approval
Testing and Validation
Customer Rollout Strategy, Planning, and Execution
Customer Data and Feedback Analysis and Reporting
Qualifications
Master's or Bachelor's degree, preferred in Business, Economics, or a related field.
8+ years of business analysis experience delivering digital experiences to customers.
Strong understanding of the digital product life cycle.
Customer-focused with a passion to solve challenges through a data‑driven approach. Expertise with Tableau, Power BI, etc. is preferred. Familiarity with NPS/CSAT, Adobe Analytics is an advantage.
Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross‑functional teams.
Strong storytelling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry‑standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.
Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure, GCP is an advantage.
Having financial domain knowledge is a plus.
Experience working in an agile team required.
An affinity for technology and staying up to date on industry innovations.
Note: Fidelity will not provide immigration sponsorship for this position.
#J-18808-Ljbffr