Note: Fidelity will not provide immigration sponsorship for this position.
Position Description:
Conducts research, optimizes processes, develops systems, authors solutions, studies user stories, and writes specifications for complex software systems. Performs analysis of the legacy applications of mainframe, .net, Java, and facilitates modernization from legacy to cloud systems. Provides technical support to the platform and systems, with a focus on financial domain. Researches high volume of data in SQL server, DB2, Oracle and Postgres, and analyzes data using logging tools. Collects business requirements and distills them into well-defined requirements. Partners with technology teams in formulating software design and solutions, and system architecture in an Agile environment.
Primary Responsibilities:
Works with business and technology partners to identify, review, define, interpret, and clarify scope of work in terms of business and/or system requirements and processes.
Contributes to the analysis strategy for technology projects culminating in the creation of documentation to support project needs.
Recommends changes to existing systems design to achieve requirements, and recommends designs for new systems based on requirements.
Documents objectives, use cases, requirements, and specifications.
Monitors documentation standards and best practices and mentoring associates.
Recommends traceability improvements.
Establishes project plans for projects of moderate scope and works on multiple projects concurrently.
Works directly with the user community for project definition.
Communicates project plan information, objectives, and deliverables to the team.
Works on complex assignments and on multiple phases of a project.
Assists in defining analysis strategy.
Writes business cases for review.
Identifies and records risks, issues, dependencies, and assumptions in accordance with project standards.
Participates in the review and validation of quality assurance test plans to ensure requirements have been met.
Education and Experience:
Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Systems Analyst (or closely related occupation) performing systems and data analysis in a financial services and banking domain.
Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Systems Analyst (or closely related occupation) performing systems and data analysis in a financial services and banking domain.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise (“DE”) extracting, transforming, and loading data to create clean and consistent datasets using Oracle, SQL Server, Mainframe DB2 or Snowflake; analyzing complex data sets to identify patterns and trends using SQL and Tableau; and creating custom SQL queries to extract and manipulate data using Oracle or Snowflake.
DE analyzing mainframe systems (Cobol, JCL, DB2, VSAM, and CICS); and performing end-to-end service modernization by migrating to a distributed technology architecture using AWS or Azure.
DE analyzing and optimizing Salesforce CRM applications using Sales Cloud and Service Cloud, including end-to-end business process evaluation, configuration and customization using Lightning Experience, Flows, validation rules, and Apex; and performing integration analysis using REST/SOAP APIs and MuleSoft, user adoption review through reports and dashboards, and cost-value optimization.
DE analyzing business requirements, summarizing stakeholder inputs, and generating structured user stories and functional documentation, using Large Language Model (LLM)-based and Natural Language Processing (NLP) technologies (including GPT-based and enterprise AI services integrated via REST APIs).
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#LI-DNI
Fidelity’s Onsite Working Model
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.
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.
Skills Required
- Bachelor's degree in Computer Science, Engineering, IT, Information Systems, or related field and five years' relevant experience in financial services
- Or Master's degree in Computer Science, Engineering, IT, Information Systems, or related field and three years' relevant experience in financial services
- Experience extracting, transforming, and loading data using Oracle, SQL Server, DB2 or Snowflake
- Strong SQL skills and experience analyzing complex datasets and building dashboards with Tableau
- Experience analyzing mainframe systems (COBOL, JCL, DB2, VSAM, CICS) and performing modernization to distributed/cloud architectures
- Experience with cloud platforms AWS or Azure for migration/modernization projects
- Salesforce CRM analysis and optimization experience (Sales Cloud, Service Cloud, Lightning Experience, Flows, validation rules, Apex)
- Integration analysis experience using REST/SOAP APIs and MuleSoft
- Proven ability to collect business requirements, write user stories, use cases, and functional specifications
- Experience using Large Language Models/NLP (including GPT-based or enterprise AI services) integrated via REST APIs for requirements or documentation tasks
- Experience working in an Agile environment and collaborating with technology teams on system architecture and design
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
