Business Analyst, Private Markets

Role Overview

• support the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO)
• serve as a vital conduit between the product delivery teams and stakeholders
• ensure we meet the differentiated needs of Private Markets structures and requirements
• work with various internal teams to allow for the efficient functioning of this key line of business in our firm
• interact daily with internal stakeholders, legal/compliance, and others
• develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization
• influence systems and architecture solution design based on complex requirements
• lead initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization
• collaborate with business partners to assess complex business requirements and translate them into effective solutions
• support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users

Requirements

• A Bachelor’s 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

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career