Principal Analyst, Account Opening & Onboarding

Company: Fidelity Investments Inc.
Location: Boston
Posted on: April 1, 2025

Job Description:

Job Description:Principal Analyst - Account Opening & OnboardingFidelity Digital Assets (FDA) is dedicated to building products and services that help both institutional and retail clients invest in digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Product Delivery Analyst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future.The RoleIn this role, you will analyze both current and new business and technical processes, identify system interfaces and dependencies, and document process and system flows. You will collaborate closely with various squads within the domain and across business, LRC, marketing, and technology teams. Your insights will help assess systems, identify dependencies, and sequence work effectively. An ability to navigate between business and technology teams will be essential as we enhance existing applications and build new product offerings. The work you do is essential to ensure the seamless implementation of new digital solutions that delight our clients and help our business to grow and scale.This role requires a dedicated, curious, and passionate analyst who will:

• Lead analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools
• Advocate for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design
• Develop positive relationships and champion a collaborative team environment
• Extract, analyze, and supply data that assists in decision-making
• Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met
• Bring curiosity and a questioning mind-set to work, asking about the "why" and the "value" of new features/enhancements we build
• Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes.
• Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability
• Produce and/or maintain system feature design documentation and user training and materials
• Implement product delivery process efficiencies and best practices
• Engage with user research and client services teams to understand customer needs
• Partner with user experience designers to develop creative solutions that improve the client experiences to drive business resultsThe Expertise and Skills You Bring
• Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field
• 5+ years of experience related to analysis and product delivery
• Experience with systems development methodologies and formal documentation processes.
• Moderate expertise in analyzing end-to-end processes, using tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia.
• Analytical approach capable of assessing the magnitude and impact of work at a granular level, down to individual user stories.
• Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition.
• Strong written and verbal communication skills, with the technical savvy to drive outcomes and influence stakeholders effectively.
• Ability to navigate ambiguity with flexibility and adaptability.
• Willingness to dive in and understand code for analysis and support purposes
• Able to understand the technology and software architecture of an applicationThe TeamThe Fidelity Digital Assets--- Product Delivery function drives the delivery and execution of multiple product areas and initiatives to increase business value and customer satisfaction. The Fidelity Crypto experience product area is accountable for the ongoing management and integration of key capabilities within the Fidelity Crypto digital product experience. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.Certifications:Category:Information TechnologyFidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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Keywords: Fidelity Investments Inc., Boston , Principal Analyst, Account Opening & Onboarding, Professions , Boston, Massachusetts