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Principal Business Analyst

Fidelity Investments
United Statesfull_timeVerifiedPosted 23 Jul 2025

About the role

Job Description:

Principal Business Analyst

The Role

The Principal Business Analyst plays a pivotal role in driving enterprise-wide automation and digital transformation initiatives. This role partners closely with business units, architecture, and solution delivery teams to identify inefficiencies, uncover anti-digital patterns, and design scalable, data-driven solutions that enhance operational performance and customer experience.

The Expertise and Skills You Bring

  • Business Requirements Analysis 
  • Workflow & Process Optimization

  • Cross-Functional Collaboration

  • User Story & Journey Mapping

  • Strategic Thinking & Problem Solving

  • Project Management Methodologies (Agile, Scrum, Kanban)

  • Stakeholder Engagement & Communication

  • Digital Fluency & Automation Awareness

  • Customer-Centric Mindset

  • Excellent verbal / written communication skills and the ability to interact professionally with a diverse group, including executives, managers, subject matter specialists and matrixed teams.

Key Responsibilities

  • Lead strategic business analysis efforts to identify opportunities for automation, workflow optimization, and digital enablement.

  • Collaborate with stakeholders to gather and document business requirements, user stories, and acceptance criteria.

  • Work with engineering & operations teams to map business & technical sequence flows & end to end journeys of a given process

  • Analyze complex business processes and translate insights into actionable recommendations and scalable solutions.

  • Promote awareness and adoption of Advanced Processing Solutions (APS) capabilities across the organization.

  • Partner with architecture and solution delivery teams to design and implement innovative, sustainable solutions.

  • Develop business cases, roadmaps, and performance metrics to support strategic initiatives.

  • Conduct user acceptance testing (UAT), ensure solution alignment with business needs, and drive continuous improvement.

Preferred Qualifications

  • Bachelor’s degree in Business, Information Systems, or related field (Master’s preferred)

  • 2+ years of experience in business analysis, product management, or strategic consulting

  • Proven track record of leading cross-functional initiatives and delivering measurable business outcomes

  • Experience with RPA and BPMN implementation delivery a plus.

The Team

You will be embedded on a squad where you will provide analysis of our business processes and expertise to support the creation of digital experiences through the software development lifecycle.

Certifications:

Category:

Business Analysis

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s 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.

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Company

Fidelity Investments

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