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Principal Analyst

Fidelity

Fidelity

IT
Durham, NC, USA
Posted on Nov 26, 2025
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Job Description:

Position Description:

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.

Primary Responsibilities:

  • 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.

Education and Experience:

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.

Skills and Knowledge:

Candidate must also possess:

  • 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; and generating comprehensive reports, collaborating with cross-functional teams, and tailoring data solutions for both technical and non-technical stakeholders to meet business needs using Excel, Power BI, and Visio; and gathering product requirements from stakeholders.

  • DE coordinating systems of critical and High Availability (HA) enterprise applications, using Microservices Architecture and Cloud infrastructure; designing and building sample pages using Figma; and creating process flow diagrams to map user journeys and system interaction, using Visio.

  • DE creating data flow diagrams, data mapping documentation, and testing databases within an Agile development environment; translating customer needs into user stories with concrete acceptance criteria using JIRA; and driving solution formulation with a multi-functional team, using SQL, JIRA, and Confluence.

#PE1M2

#LI-DNI

Certifications:

Category:

Information Technology

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

Giving back to our communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,500 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

Technology careers at Fidelity

Imagine and create the next generation of financial products and tools.

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