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Principal Business Analyst

Fidelity Investments

Durham, NCPrincipal
Sign in to applyVerified 1h ago
Location
Durham, NC
Work model
On-Site
Level
Principal
Posted
Aug 12, 2026

Skills

Power BI

About this role

Job Description

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

Position

Description : Organizes and streamlines data to facilitate business decisions using data visualization tools – Excel and Power BI. Designs, builds, and tests User Interface (UI) pages and transactions using metadata driven UI. Performs business, data, or system analysis and program management of enterprise-wide initiatives (digital platform for UI/User Experience (UX) development, tools, services, knowledge, and support). Defines and coordinates project scope to maintain and improve platform services (product management, omnichannel experience, customer delivery, UI/UX, and platform technology sub domains). Documents UI and system requirements, cross-application dependencies, and business rules in Confluence, Share Point, and Mural.  Develops digital capabilities for a cohesive customer experience across products and channels, by focusing on customer needs, emerging technology, trends, and enterprise goals. Partners with cross-functional teams to drive successful outcomes using structured stakeholder communication and requirements review processes. Coordinates corporate actions and client-requested enhancements with regulatory awareness and process management. Ensures compliant, accurate, and timely execution of client projects and process initiatives within Service Level Agreement (SLA) and contractual deadlines. Primary Responsibilities :   Defines and leads enterprise-level support strategies. Develops and implements best practices for systems support. Establishes full project life cycle plans for complex systems analysis projects, and defines project scope. Maintains technical documentation to support customer onboarding and self-service. Collaborates on quarterly team roadmaps and establishes milestones for achievement. Synthesizes customer needs, emerging technologies, and financial trends into business strategies. Identifies gaps in technology and suggests business solutions in consensus with stakeholders for implementation. Participates in quarterly allocations to support customer communication and maintain product databases. Identifies opportunities for scaling products and creates demo transaction pages on UI (for customer’s attention). Schedules and conducts requirement gathering workshops to elicit requirements according to enterprise best practices. Collaborates across product areas to craft and validate ideas for digital capabilities. Collaborates to improve performance and scalability of applications. Mentors junior team members. Advises senior leadership on support operations and service improvements. Mentors junior analysts. Performs independent and complex technical and functional analysis for multiple divisional initiatives. Develops innovative solutions to enhance support efficiency and service delivery. Education and Experience : Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Analytics, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Business Analyst (or closely related occupation) analyzing data and ensuring system functionalities according to established business requirements, using Project and Portfolio Management (PPM) methodologies. Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Analytics, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Business Analyst (or closely related occupation) analyzing data and ensuring system functionalities according to established business requirements, using Project and Portfolio Management (PPM) methodologies. Skills and Knowledge : Candidate must also possess: Demonstrated Expertise (“DE”) creating user stories and requirements to guide the design and implementation of outbound data solutions and ensure compliance with

Listing verified 1h ago. Applications go through the company's official careers site.

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Principal Business Analyst at Fidelity Investments, Durham, NC | Yoinka