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Business Analyst, Private Markets

ExperiencedVisa sponsorship available
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 2 days ago

No clicks

**Business Analyst, Private Markets** facilitates optimization of Private Markets onboarding in Fidelity Fund and Investment Operations (FFIO), interfacing between product teams and stakeholders. Key responsibilities involve understanding complex business requirements and transmuting them into actionable systems requirements; cultivating an internal voice advocating for Private Markets' unique needs; and influencing architecture solutions. Required proficiencies encompass alternative investments, accounting platforms (FIS InvestOne, SS&C Geneva), financial services acumen, and 3-5+ years of relevant experience. Strong communication skills, adaptability, and a growth mindset are essential. This role is part of the Global Product Solutions team within FFIO, driving innovation and transformation through digital and alternative investment products.

Compensation
$89,000 – $180,000 USD

Currency: $ (USD)

City
Not specified
Country
Not specified

Full Job Description

Job Description:

The Role

As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets 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 internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.

As a member of the team, the Business 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 solutions. Finally, we support our product teams 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 Bachelors degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
  • 3-5 or more years of experience in Financial Services, with a strong understanding of private markets, Alternative accounting, financial accounting and/or investment operations
  • Proven experience with Private Equity, Private Debt, and other Alternative investment structures
  • Deep understanding of private market structures such as Limited Partnerships, REITs, BDCs, private lending funds, CDOs, and CLOs
  • Strong knowledge of asset management back-office operations, accounting, investment operations, complex fund structures, and derivatives
  • Hands-on experience with FIS InvestOne and SS&C Geneva accounting platforms
  • Ability to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations
  • 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 needs into clear, actionable business and systems requirements.
  • 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

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

The Team

In Global Product Solutions, were on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelitys new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.

#FFIOAlts

#FidelityAlts

The base salary range for this position is $89,000-$180,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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 and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Product Management

Apply

All fields are required.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview 

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. 

Reasonable accommodations

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Business Analyst, Private Markets

Compensation

$89,000 – $180,000 USD

City: Not specified

Country: Not specified

Fidelity Investments logo
Asset Management

2 days ago

No clicks

at Fidelity Investments

ExperiencedVisa sponsorship available

**Business Analyst, Private Markets** facilitates optimization of Private Markets onboarding in Fidelity Fund and Investment Operations (FFIO), interfacing between product teams and stakeholders. Key responsibilities involve understanding complex business requirements and transmuting them into actionable systems requirements; cultivating an internal voice advocating for Private Markets' unique needs; and influencing architecture solutions. Required proficiencies encompass alternative investments, accounting platforms (FIS InvestOne, SS&C Geneva), financial services acumen, and 3-5+ years of relevant experience. Strong communication skills, adaptability, and a growth mindset are essential. This role is part of the Global Product Solutions team within FFIO, driving innovation and transformation through digital and alternative investment products.

Full Job Description

Job Description:

The Role

As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets 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 internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.

As a member of the team, the Business 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 solutions. Finally, we support our product teams 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 Bachelors degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
  • 3-5 or more years of experience in Financial Services, with a strong understanding of private markets, Alternative accounting, financial accounting and/or investment operations
  • Proven experience with Private Equity, Private Debt, and other Alternative investment structures
  • Deep understanding of private market structures such as Limited Partnerships, REITs, BDCs, private lending funds, CDOs, and CLOs
  • Strong knowledge of asset management back-office operations, accounting, investment operations, complex fund structures, and derivatives
  • Hands-on experience with FIS InvestOne and SS&C Geneva accounting platforms
  • Ability to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations
  • 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 needs into clear, actionable business and systems requirements.
  • 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

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

The Team

In Global Product Solutions, were on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelitys new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.

#FFIOAlts

#FidelityAlts

The base salary range for this position is $89,000-$180,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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 and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Product Management

Apply

All fields are required.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview 

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. 

Reasonable accommodations

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search