Principal Analyst at Fidelity Investments

Durham, North Carolina, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, TechnologyIndustries

Requirements

Bachelor’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Principal Analyst (or closely related occupation) analyzing and optimizing the functionality, performance, and user experience of a particular platform or software system to ensure alignment with business goals, in a financial services environment
Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Principal Analyst (or closely related occupation) analyzing and optimizing the functionality, performance, and user experience of platforms or software systems to ensure alignment with business goals, in a financial services environment
Demonstrated Expertise (“DE”) performing validation of REST Application Programming Interfaces (APIs) and Web services using Postman (to ensure data integrity and system reliability) within a cloud-based development environment
DE analyzing and visualizing data trends, (including advanced data analysis, creating dynamic dashboards, and automating tasks) using Excel and Power BI

Responsibilities

Organizes and streamlines data to facilitate business decisions using data visualization tools – Excel and Power BI
Designs, builds, and tests UI pages/transactions using metadata driven UI
Collaborates with teams to scale the digital experience platform and power customer experiences using metadata driven User Interface (UI)
Provides digital solutions using Unified Modeling Language (UML) work products -- use case diagrams and activity diagrams-- in conjunction with technical documentation on metadata driven UI
Performs business, data, or system analysis and program management of enterprise-wide initiatives (digital platform for User Interface/User Experience (UI/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)
Develops digital capabilities for a cohesive customer experience across products and channels, by focusing on customer needs, emerging technology, trends, and enterprise goals
Maintains technical documentation to support customer onboarding and self-service
Supports responses to software incident issues and solutions completion
Creates user stories and maintains communications records for stakeholders
Collaborates on quarterly team roadmaps and establishes milestones for achievement
Synthesizes customer needs, emerging technologies, and financial trends into business strategies
Implements Agile methodologies and runs Sprint activities (Daily Scrum, Retro’s, Sprint Planning, Sprint Review, and Backlog refinement)
Identifies gaps in technology and suggests business solutions in consensus with stakeholders for implementation
Participates on 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)
Documents UI and system requirements, cross-application dependencies, and business rules in Confluence, Swagger, Share Point, and Mural
Schedules and conducts requirement gathering workshops to elicit requirements according to enterprise best practices
Assists with key decisions on platform roles and 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

Skills

Key technologies and capabilities for this role

ExcelPower BIUI DevelopmentMetadata Driven UIUMLUse Case DiagramsActivity DiagramsAgile MethodologiesSprint PlanningUser StoriesProduct ManagementBusiness Analysis

Questions & Answers

Common questions about this position

What education and experience are required for this Principal Analyst role?

A Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field is required, along with five years of experience as a Principal Analyst or closely related occupation analyzing and optimizing platform or software system functionality, performance, and user experience.

What key technical skills are needed for this position?

Proficiency in data visualization tools like Excel and Power BI, designing metadata-driven UI, and using UML work products such as use case and activity diagrams are essential.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What experience makes a candidate stand out for this Principal Analyst position?

Candidates with five years as a Principal Analyst optimizing platform functionality, performance, and user experience, plus skills in Agile methodologies, UI/UX development, and stakeholder collaboration will be strongest.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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