Senior Business Analyst - Private Markets

About the role

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.

Responsibilities

• Elicit, define, and document systems requirements to the development team
• Liaison for the Shareholder Reporting business team to the systems groups
• General application support
• Issue documentation
• Project representation
• Portfolio management
• Perform many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team

Requirements

• 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)

Skills

• Ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment
• Strong verbal and written communication skills
• Experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact
• 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
• Experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions
• 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
• 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

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.

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