Business Analyst

• 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

Business Analyst, Private Markets

• Translate business needs into clear, actionable requirements and analysis artifacts that enable efficient design, development, and delivery with minimal rework.
• Drive alignment across business and technology stakeholders by facilitating decisions, clarifying tradeoffs, and surfacing risks, dependencies, and impacts early.
• Improve solution quality and business adoption by supporting effective user testing, validating readiness for production, and helping teams implement changes successfully.
• Lead complex, cross-functional analysis efforts with a proactive, enterprise-minded approach that connects process, data, and technology decisions to broader business outcomes.
• Model strong business analysis practices through high-quality documentation, stakeholder engagement, and effective use of tools, including AI, to improve team productivity and outcomes.
• Conduct user research and requirements elicitation with business partners to define the business need, clarify impacts, and translate findings into clear analysis deliverables.
• Gather, analyze, and document business requirements to support design and development, including current and future state workflows, user stories, acceptance criteria, data mappings, and wireframes or prototypes as needed.
• Partner with business stakeholders, developers, and cross-functional teams to align solution direction, advocate for business needs, and identify dependencies across systems, data, and processes.
• Facilitate cross-functional meetings and workshops that drive decisions on target operating models, business processes, and data-related policies.
• Support solution delivery by contributing to backlog development and prioritization, advising development teams and product owners on business-facing enhancements, and adapting effectively to Agile or other ways of working.
• Assist with user acceptance testing, validate production readiness and completeness, and support successful business adoption of delivered solutions.
• Apply strong knowledge of Parametric’s asset management business, technology landscape, and enterprise objectives to inform analysis, recommendations, and future-state decision-making.
• Use AI and other tools to improve the quality, efficiency, and strategic value of analysis work products and solution outcomes.

Lead Business Analyst – Parametric

• Analyze a novel dataset to recommend areas for the business to improve
• Operate and improve a core data product optimizing for multiple competing KPIs
• Build new data pipelines to support tracking of a new business initiative
• Innovate data modeling and data presentation to drive business understanding
• Improve prediction accuracy of our customer acquisition machine learning bidding algorithms
• Build reports and dashboards to help power the company’s decision making
• Do customer segmentation analysis to discover where to improve Insurify products

• Understand the entire lifecycle of a class action or similar matter, determine what data is required based on functional requirements, and define how that data and business rules will translate to internal applications.
• Develop and publish technical specifications, technical requirements, and other documentation, as required.
• Design data mappings and transformations which will be used to drive ETL procedures.
• Work with QC Analysts to design testing strategies and plans to ensure all outcomes are as expected.
• Using tools such as Excel, Access, SQL Server, and others, directly query, assess, and analyze data to ensure requirements are being met.
• Serve as liaison between Client Services (business) and Data Analysts (technical) teams to keep production work flowing smoothly.
• Work with Technical Project Managers to ensure all required steps and actions are captured in project plans, and that project timelines seem reasonable.
• Lead, conduct, or consult in user acceptance test exercises to ensure results are acceptable and meet requirements.
• Follow prescribed software development standards, processes, procedures, methodologies, etc., according to departmental policies and conventions.
• Interact and correspond professionally with team members, project management, clients, and other stakeholders.
• Account for and accurately log time against project work.

• Analyze credit portfolio performance across consumer and commercial portfolios, including credit quality, concentrations, migration trends, and loss performance
• Monitor and report on key credit risk indicators (KRIs/KPIs), identifying trends, emerging risks, and areas of concern
• Support the Allowance for Credit Losses (ACL) / CECL process, including data analysis, validation of assumptions, and review of outputs
• Perform stress testing and scenario analysis to evaluate potential impacts on portfolio performance, earnings, and capital
• Evaluate underwriting practices, portfolio strategies, and credit risk frameworks, providing insights and effective challenge where appropriate
• Support development of credit risk reporting, including materials for leadership, risk committees, and governance forums
• Analyze large data sets to generate actionable insights and support decision-making across credit risk functions
• Assist in maintaining and enhancing credit risk policies, procedures, and governance documentation
• Support credit model oversight and governance, including monitoring performance and identifying potential limitations in coordination with Model Risk Management
• Participate in regulatory exams, internal audits, and credit reviews, including preparation of analysis, documentation, and responses
• Partner with Finance, Lending, and Risk teams to support portfolio analysis, forecasting, and risk assessments
• Identify opportunities to improve credit risk analytics, reporting processes, and data quality
• Stay informed on regulatory expectations, industry trends, and emerging credit risks

Senior Credit Risk Management Analyst

• Analyze business requests to be solved with automated systems.
• Formulate and design automated systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements.
• Provide expertise in identifying, evaluating and developing systems and procedures that meet user requirements and are within stated sizing estimates.
• Configure system settings and options; plan and execute business design, assist in integration and acceptance testing, where necessary; and create specifications for system to meet business requirements.
• Include analysis of business and user needs, documentation of requirements, and translation into proper system requirement specifications.
• Begins to develop working relationships with client end-users, programmers and test analysts while assisting with the analysis, design, configuration, testing and maintenance of systems.
• Maintains communications with end-users for feedback to ensure systems continually meet the client's expectations.
• Analyzes basic problems and issues (complexity varies based on data requirements and business specifications) and offers standard business solutions.
• Coordinates and facilitates client meetings.
• Develops simple business specifications and logical flowcharts that include features and functions from which programmers can create technical specifications.
• Demonstrates a basic knowledge of systems/modules to design system screens and database structures.
• Works with programmers to design and develop requirements and learns to analyze the feasibility of new systems and enhancements to existing systems.
• Prepares input for system design, including final report and screen definition, logical system flow and implementation plans.
• Provides support with the resolution of issues that may cross multiple systems and affect the business process and tracking of application incidents/issues; becomes familiar with how to identify system impact of changes in the business, user needs, external business environment and operating systems.
• Develops documentation to include, but not limited to bulletins, manuals, file layouts and application design layouts for internal, client and training purposes.
• Assists with the preparation and coordination of client training and documentation for installation of systems and upgrades.
• Tracks and learns to document changes for functional and business specifications; writes detailed, universally understood procedures for permanent records and for use in training.
• Assists with coordinating documentation and client follow-up evaluation monitoring; post-implementation problems and revision requests.
• Maintains and administers procedures, methodology and/or application standards to include payment card industry and security related compliance.
• Demonstrates a working knowledge to conduct and support testing/planning/validation by clarifying the intended functionality.
• Participates in the resolution of issues to ensure a successful implementation.
• Tests and learns to analyze possible courses of action and solutions.
• Assists with coordinating implementations including vendor and in-house testing, readiness assessment, training and hardware capacity evaluation.
• Assists with the project planning efforts on small development efforts.
• Tracks project progress, collects and analyzes information and trends, and communicates to the user community any anticipated schedule deviations.
• Maintains software deployment plans as directed.

• Independently conducts analytical and operational activities in support of complex state or federally funded health initiatives.
• Leads defined analytical tasks related to program performance, implementation monitoring, and reporting requirements.
• Develops and maintains recurring reporting products and structured documentation aligned with state and federal grant requirements.
• Reconciles financial and performance data to ensure reporting accuracy and compliance alignment.
• Translates qualitative and quantitative data into clear, actionable narratives for internal leadership and external stakeholders.
• Maintains and improves tracking systems for procurement, grant administration, deliverables, and reporting cycles.
• Identifies documentation gaps, tracking inconsistencies, or operational risks and escalates issues appropriately.
• Supports audit preparation, monitoring activities, and structured program governance processes within compliance-driven environments.
• Collaborates across workstreams to ensure milestones and reporting obligations are met in high-volume implementation settings.
• Up to 25% travel may be required.

Senior Program Business Analyst, Health Program

• Provides analytical and documentation support for complex state or federally funded health initiatives.
• Supports program implementation by assisting with grant administration, procurement and deliverable tracking, reporting workflows, and compliance documentation under the direction of senior staff.
• Maintains structured trackers for milestones, deliverables, reporting deadlines, and partner/subrecipient documentation.
• Supports data extraction, cleaning, and validation activities to inform program reporting and performance monitoring.
• Assists with reconciliation of basic financial and performance information and preparation of supporting materials for recurring reports and deliverables.
• Contributes to organized, audit-ready documentation practices within compliance-driven environments and supports cross-functional workstreams requiring strong attention to detail and structured execution.

Program Business Analyst – Health Program

• Perform in-depth data analysis to identify trends, patterns, and opportunities within healthcare datasets
• Write complex SQL queries to extract, manipulate, and analyze large datasets
• Develop analytical reporting solutions and dashboards that support operational and financial decision-making
• Communicate trends, variances, and performance results to technical and non-technical stakeholders
• Partner with business teams to understand needs and deliver data-driven recommendations
• Create and maintain process documentation for data workflows, reporting logic, and methodologies
• Perform monthly refresh validations, variance identification, and root cause analysis across reporting and analytic outputs
• Investigate data anomalies, reconcile discrepancies, and independently troubleshoot reporting issues
• Support the standardization and ongoing improvement of reporting logic and methodologies
• Work independently to prioritize and manage multiple analytic requests in a fast-paced environment
• Perform other duties as assigned

Healthcare Business Analyst

• Analyze workforce, talent, assessment, and survey data to identify trends, risks, and opportunities impacting hiring, retention, internal movement, and team member experience.
• Design, build, and maintain dashboards, scorecards, reports, and data visualizations that translate complex data into clear, actionable insights for HR and business stakeholders.
• Apply descriptive, diagnostic, and predictive analytics (e.g., trend analysis, regression, longitudinal analysis) to anticipate outcomes and support proactive workforce and talent decisions.
• Support the analysis and continuous improvement of assessment and selection programs by evaluating outcomes, effectiveness, and fairness indicators using data and reporting.
• Partner with HR, Talent, Learning & Development, and Continuous Improvement teams to define metrics, data requirements, and analytic approaches aligned to business needs.
• Develop documentation, job aids, and training materials to support data literacy and adoption of workforce and talent insights.

Workforce & Talent Insights Analyst

• Partner with Information Technology and Legal’s Technical Product Owner to maintain and coordinate legal technology platforms.
• Evaluate and recommend improvements to our legal tech landscape for improved efficiency and scalability.
• Integrate technology-based solutions to optimize workflows, decision-making, and cost savings.
• Collaborate with the Director, Legal Operations and the Director, Contract Management on managing CLM tools.
• Streamline contract workflows to improve lifecycle management processes.
• Coordinate the Legal SharePoint environment, ensuring accurate governance and document accessibility.
• Manage the Legal Central Intake system alongside the Senior Legal Operations Analyst.
• Deliver data-driven insights to inform legal collaborators' decision-making.
• Conduct regular check-ins with legal leaders to identify process improvement opportunities.
• Assist in process optimization initiatives across the legal department.

Legal Operations Solutions Analyst

• The Business Analyst partners with business stakeholders and technical teams to identify business needs, analyze processes, and deliver solutions that enhance operational efficiency and overall business performance.
• This role leads requirements gathering, conducts in-depth data analysis, and drives alignment across departments to ensure technology and process solutions support strategic objectives.
• The Business Analyst plays an active role in revenue operations across sales, marketing, and customer success functions, owning key analyses and contributing to improved reporting, pipeline visibility, and process optimization.
• By translating data into actionable insights, supporting system enhancements, and driving continuous improvement initiatives, this role helps enable informed decision-making and measurable business outcomes.

• Monitor KPIs across assigned business line to identify trends, anomalies, and performance gaps
• Conduct root cause analysis and develop hypotheses on drivers of performance change
• Proactively surface insights to service line leaders — not waiting to be asked
• Build and maintain Tableau dashboards that translate warehouse data into operationally actionable views
• Pull and structure data from the enterprise data warehouse using existing tables and views
• Develop executive-facing slides and briefs that tell a clear, concise performance story
• Serve as an embedded analytical resource for assigned service line leaders
• Translate business questions into analytical frameworks; translate findings back into business language
• Support planning cycles, operational reviews, and ad hoc strategic requests from leadership
• Collaborate with counterparts to align methodology, definitions, and reporting standards

Senior Pharmacy Business Analyst

• Work with the strategic product owner to define features and functionality.
• Collaborate with internal and external customers to document accurate project definition.
• Write accurate user stories and acceptance criteria.
• Support and educate the Product Owner with grooming and maintaining the product backlog.
• Participate in scrum ceremonies.
• Assist the project team in the definition of project deliverables.
• Participate in retrospectives to identify successes and challenges.
• Continually enhance personal skills and adaptability to agile practices.
• Assist in identifying and mitigating project risks.

Business Analyst – IT Business Analyst

• Work directly with stakeholders to define, document, and drive business requirements
• Document business requirements using customer journeys, business context diagrams, and process flows
• Prepare business validation (UAT) plan and support business users in performing validation
• Partner closely with business stakeholders and subject matter experts

Business Solutions Analyst III

• Support digital products and platforms that enable our Company's Research & Development laboratory workflows
• Partner with R&D scientists and technical teams to analyze laboratory workflows
• Act as a subject matter expert (SME) for laboratory systems
• Support the implementation and lifecycle management of laboratory systems

IT Product/Business Analyst

• Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership.
• Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity).
• Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization.
• Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs.
• Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets.
• Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality.
• Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets.
• Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency.
• Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams.
• Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership.
• Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.

Senior Sales Operations Reporting, Insights Analyst

• Provide real-time monitoring via available software tools and workforce management techniques to make intra-day adjustments in an effort to maximize resource efficiency and achieve service level goals and business objectives.
• Perform continual analysis of current performance (noting recent historical trends) and conduct real-time re-forecasting to make necessary adjustments in staffing plans and coordinate.
• Coordinate with Managers and Supervisors to perform needed staffing adjustments based on current and forecasted results.
• Compare actual results to forecasted results, identifying opportunities for improvement.
• Provide daily/intra-day performance reports and status to leadership.
• Implement set of best practices in workforce management across all sites to ensure consistent processes and procedures.
• Develop and implement contingency staffing models, including disaster recovery scenarios.
• Ensure adherence/compliance to workforce management policies and procedures in all sites.
• Compile daily, weekly and monthly reporting of resource management results, including attrition, capacity/utilization, performance, intra-day summaries and daily summary reports.

Workforce Management Analyst – Inside Sales

• Capture, analyze, and document business, functional, and technical requirements
• Translate legal workflows and security processes into user stories, functional specifications, and acceptance criteria
• Create process flow diagrams using Visio or similar tools
• Develop and maintain Business Requirement Documents, Functional Specification Documents, Test Plans, Test Cases, and UAT documentation
• Support Agile ceremonies, coordinate and support testing cycles, and analyze functional and data-related issues across systems
• Support integration across enterprise platforms including Legal Operations, Governance, and Global Security
• Plan and coordinate cross-functional Legal and Security initiatives, track project milestones and dependencies
• Ensure solutions align with legal, regulatory, and security standards
• Act as the primary liaison for Legal and Security application needs
• Collaborate with Business stakeholders, Engineering teams, Vendor partners

IT Business Analyst, Assistant Vice President

• Build a detailed knowledge of Charles River (CRD), understanding the various risk limits and the coding capabilities
• Ensure all new mandates/amendments are coded into systems within the agreed timeframes with a high level of accuracy
• Work closely with the Fund Managers and Client Directors to ensure that coding has been accurately interpreted and signed off within the appropriate timeframe
• Ensure client guideline queries from across the business are answered in a timely and accurate manner
• Complete post trade monitoring of incidents generated by the compliance systems, ensuring incidents are proactively escalated and recorded in the relevant systems
• Complete monthly and quarterly compliance attestations within the required deadlines
• Support the fund managers with ad-hoc queries related to pre-trade warnings generated by the compliance systems
• Continuously engage with IT to evolve systems and assisting in Guideline related projects.
• Assist the Guideline Monitoring Manager in the build out of the offshore Team in Pune
• Work closely with Fund Management and the Client Services team in the review of guidelines – ensuring that amendments can be coded into the compliance systems and standardizing the format of guidelines across the U.S. business
• Liaise with various internal parties (Fund Managers, Legal, Compliance, Risk, Client Directors, Traders) on Guideline Management team projects – ensuring deadlines are met
• Proactively devise ways to reduce operational risk to the business and to increase the efficiency of processes

See all jobs on JobTailor

Business Analyst, Private Markets

Lead Business Analyst – Parametric

Business Analyst

Business Analyst

Senior Credit Risk Management Analyst

Business Analyst

Senior Program Business Analyst, Health Program

Program Business Analyst – Health Program

Healthcare Business Analyst

Workforce & Talent Insights Analyst

Legal Operations Solutions Analyst

Business Analyst

Senior Pharmacy Business Analyst

Business Analyst – IT Business Analyst

Business Solutions Analyst III

IT Product/Business Analyst

Senior Sales Operations Reporting, Insights Analyst

Workforce Management Analyst – Inside Sales

IT Business Analyst, Assistant Vice President

Guideline Management Analyst