Principal Business Analyst, Private Markets

skillventory - A Leading Talent Research Firm

Lead Analyst for onboarding Alternative Instruments at Fidelity Fund and Investment Operations, acting as a vital conduit between teams and stakeholders. Responsible for diverse initiatives in financial services with high industry expertise.

Posted 4/16/2026full-timeMerrimack • New Hampshire, Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements.
Work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others.
Develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
Collaborate with business partners to assess complex business requirements and translate them into effective solutions.
Craft and implement tests that address business needs and ensure the delivery of solutions to end users.

Requirements

What you’ll need

A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
Five or more years of experience in Financial Services, with a strong understanding of investment instruments and financial markets
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, mutual fund accounting, 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.
Excellent planning, organizational, and time management skills
Strong Microsoft Office skills especially in Excel, Word, and PowerPoint

Benefits

Comp & perks

Health insurance
Retirement plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business analysisdata analysisuse case developmentstory writinguser acceptance testingproduct documentationinvestment instrumentsfinancial marketsprivate equityprivate debt

Soft Skills

analytical skillsproblem-solvingcommunicationplanningorganizational skillstime managementinfluencingcollaborationpresentation skillscreativity