Principal Business Analyst - Private Markets & Alternative Investments

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

• As a Senior Business Analyst supporting the onboarding and expansion of Private Markets within Fidelity Fund and Investment Operations (FFIO), the candidate will serve as a key subject matter expert for Private Credit and Alternative Investments. The candidate will partner across Product, Operations, Technology, Fund Accounting, Shareholder Reporting, and external vendors to define business capabilities, operating models, and scalable technology solutions. They will also translate complex business needs into requirements and support the delivery of a next-generation Private Markets platform.
• Serve as SME across Private Credit, Direct Lending, Bank Debt, BDCs, CLOs, Private Equity, and related alternative investments.
• Support end-to-end lifecycle activities including trade capture, settlements, position management, accruals, paydowns, corporate actions, restructurings, fund accounting, and investor reporting.
• Lead requirements gathering, process mapping, user stories, acceptance criteria, and operating model design.
• Partner with business and technology stakeholders to identify process improvements and scalable solutions.
• Lead initiatives from concept through implementation and communicate effectively with technical and non-technical audiences.
• Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or related field.
• 5+ years of experience in Asset Management, Investment Operations, Fund Accounting, Product Management, or Business Analysis supporting alternative investments.
• Deep knowledge of Private Credit, Bank Debt, Direct Lending, BDCs, CLOs, Private Equity, leveraged loans, syndicated loans, and distressed debt.
• Strong understanding of investment operations, accounting, servicing workflows, and alternative investment operating models.
• Ability to define business capabilities and translate strategic objectives into actionable requirements.
• Strong analytical and problem-solving skills with the ability to navigate ambiguity and influence decision-making across organizations.
• Experience with registered and unregistered investment vehicles including BDCs, interval funds, private funds, and institutional products.
• Extensive experience with Wall Street Office (WSO) and SS&C Geneva.
• Familiarity with InvestOne, loan servicing platforms, reconciliations, workflow tools, integrations, and reporting platforms.
• Experience launching or supporting Private Credit products, BDCs, or alternative investment vehicles.
• Experience implementing or enhancing WSO, Geneva, InvestOne, or similar platforms.
• Knowledge of shareholder reporting, SEC reporting, financial statements, operational controls, and enterprise data architecture.
• Product management or operating model design experience within alternative investments.

• Comprehensive 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