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Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services
full-timeMerrimack

Summary

Location

Merrimack

Type

full-time

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About this role

Job Description:

The Role

As a Product Analyst Consultant, you blend deep experience in Private Company Equity Administration and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with Fidelity Stock Plan Services and Fidelity Private Shares Product Owners (Squad Leaders) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!

  • Lead analysis of business and batch processes to identify user needs and document requirements.
  • Collaborate with multi-functional teams.
  • Facilitate critical coordination across teams including planning, design and problem-solving.
  • Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs.
  • Build and implement test scenarios to validate solution effectiveness and business value.
  • Present findings and recommendations to all levels of management.
  • Drive continuous improvement in processes, policies, and procedures.

Candidates must be a highly motivated self-starter with a sense of ownership, attention to detail and be an effective liaison between partners and your team. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.

Expertise and Skills You Bring

  • 6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation.
  • Demonstrate an ability to lead complex analysis and translate highly technical and non-technical requirements.
  • Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment.
  • Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making.
  • Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.
  • Solid focus on innovation and continuous improvement.
  • Experience with database queries and general data architecture.
  • Familiarity with APIs and batch processing.
  • Superb communication skills – written, verbal, and presentation.
  • Strong analytical and problem-solving skills.
  • Demonstrated ability to influence and collaborate across organizational boundaries.
  • Knowledge of Fidelity’s Managed Account solutions and Workplace investment products (preferred).
  • Bachelor’s degree or equivalent experience encouraged.

The Value You Deliver

  • Delivering software solutions in a Scrum Agile environment
  • Leading and conducting Product analysis to identify needs and recommend effective solutions
  • Managing and maintaining the scrum team backlog, including writing user stories, defining acceptance criteria, supporting prioritization, and facilitating refinement sessions
  • Collaborating closely with business stakeholders, development teams, external vendors, and QA throughout the project lifecycle—from planning and requirements to design, testing, and implementation
  • Conducting product demonstrations and clearly explaining new features to large audiences, ensuring understanding and alignment across stakeholders
  • Supporting deployment and business readiness activities, including enablement planning, user documentation, internal training, and communication
  • Effectively managing and prioritizing multiple initiatives and Product analysis tasks simultaneously

The Team

The Product Analyst (PA) is part of the Private Markets Customer Solutions’ Product Analyst Chapter (team), which supports product development across multiple private market domains. The PA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in private market administration applications from inception to delivery. Your squad will focus on developing integrated benefit experiences, creating participant personalization, all while simplifying our site interaction to increase engagement! You will help build innovative participant features for Fidelity Stock Plan Services and Fidelity Private Shares platforms.

Note: Fidelity is not providing immigration sponsorship for this position.

Certifications:

Category:

Product Management

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.

Other facts

Tech stack
Business Analysis,Agile Methodologies,Data Analysis,Product Documentation,User Acceptance Testing,Collaboration,Communication,Problem-Solving,Data Mapping,Technical Requirements,Continuous Improvement,Database Queries,APIs,Innovation,Presentation Skills,Stakeholder Management

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

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1946

What you'll do

  • The role involves leading analysis of business processes to identify user needs and document requirements while collaborating with multi-functional teams. You will manage the product backlog, develop Agile artifacts, and present findings to management.

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Frequently Asked Questions

What does a Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services do at Fidelity Investments?

As a Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services at Fidelity Investments, you will: the role involves leading analysis of business processes to identify user needs and document requirements while collaborating with multi-functional teams. You will manage the product backlog, develop Agile artifacts, and present findings to management..

Why join Fidelity Investments as a Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services?

Fidelity Investments is a leading Financial Services company.

Is the Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services position at Fidelity Investments remote?

The Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services position at Fidelity Investments is based in Merrimack, New Hampshire, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services position at Fidelity Investments?

You can apply for the Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services position at Fidelity Investments directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Fidelity Investments on their website.