FFidelity Investments logo

Fidelity Investments

Financial Services · 84k people

Principal Business Analyst, Data In, Emerging Digital Ecosystem

Posted 26 Oct

What’s this role about? You will translate complex customer and business needs into actionable technical requirements and API solutions for financial data aggregation. You will also lead requirements analysis and collaborate with cross-functional teams to ensure scalable and effective data integration.

Boston, Massachusetts
On-site
$89K – $180K
Full-time
10+ years exp
245 Summer St, Boston, MA 02210
Bachelor degree

Skills required

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Company

About Fidelity Investments Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Fidelity Investments

Here to help you grow your savings and invest in the life you want.

RetirementInvestmentsOnline tradingAsset managementIRA401kMutual fundsStocksETFBonds
F
10,001+ employees
Financial Services
1946
Privately Held
1.3M LinkedIn followers
Raised $152.8M

Responsibilities

  • Customers increasingly expect a complete view of their financial lives, including accounts held across multiple institutions. As a Principal Business Analyst, you will help build digital capabilities that aggregate third party financial data and make that information available for customer experiences, applications, APIs, and personalized insights. You will partner with product leaders, architects, engineers, data experts, and business stakeholders to translate complex customer, business, data, and technical needs into clear, actionable solutions. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.
  • Translate customer and business needs into user stories, technical requirements, acceptance criteria, and test scenarios
  • Bring customer insights and data into product and solution decisions
  • Lead business, systems, data, and API requirements analysis
  • Analyze third party data integrations, aggregation flows, account linking experiences, and API contracts.
  • Create clear visual models of complex system interactions and data flows
  • Participate in architectural and solution design reviews
  • Define requirements for data mapping and normalization across different data sources.
  • Resolve business and technical ambiguity and identify dependencies, risks, and downstream impacts
  • Provide business validation to technical teams
  • Bachelor’s degree or equivalent experience
  • 8 plus years of experience in business analysis, systems analysis, product analysis, or a related technology role
  • Demonstrated experience leading analysis for APIs, data products, digital platforms, or complex system integrations
  • Experience analyzing API contracts, endpoints, schemas, JSON payloads, validation rules, and error handling
  • Familiarity with API specifications and tools such as OpenAPI/Swagger and Bruno
  • Experience contributing to architectural and solution design reviews with architects and engineers
  • Ability to create UML sequence diagrams, context diagrams
  • Working knowledge of microservices, databases, cloud platforms, API ecosystems, and web or mobile application architecture
  • Basic familiarity with API authentication and authorization concepts
  • Strong systems thinking with the ability to bring clarity to complex business and technical challenges
  • Strong facilitation, communication, documentation, and storytelling skills across business and technical audiences
  • Experience using Jira and Confluence in an Agile product-delivery environment
  • Financial services, financial data aggregation, open banking, personal financial management, or account linking experience is preferred
  • Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
  • The base salary range for this position is $89,000-$180,000 per year.
  • Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
  • Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
  • We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
  • 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.
  • Certifications
  • Category
  • Product Management

Qualification

TechnologyData & AnalyticsFinance & AccountingSoftwareManagement & Leadership

Benefits

  • Health care coverage
  • Emotional well-being support
  • Retirement plan
  • Paid time off
  • Parental leave
  • Charitable giving employee match program
  • Educational assistance
  • Student loan repayment
  • Tuition reimbursement

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