Job Description:

Strategy & Operations Analyst — Fidelity Private Shares

The Role

We are seeking a highly motivated Strategy & Operations Analyst to support the Director, Strategy and Operations in scaling and maturing the Fidelity Private Shares business. This role plays a critical part in driving operational excellence, supporting strategic initiatives, and enabling data‑driven decision‑making across the business. The ideal candidate is highly analytical, diligent, and enjoys working cross‑functionally to solve complex problems.

The Work You Will Do

• Produce data-driven insights and reports to support decision-making, identify trends, and surface opportunities.
• Support GTM efforts by delivering customer segmentation analyses and market insights.
• Assist in preparing materials for leadership meetings, investment committees, and quarterly planning sessions.
• Support the development and execution of business planning, budgeting, and forecasting processes.
• Contribute to the development of business cases for new opportunities and initiatives.
• Take ownership of ad hoc projects where clear ownership may not exist, ensuring timely and high-quality execution.

The Expertise & Skills You Bring

• Experience in business operations, strategy, or financial analysis.
• Comfortable working in ambiguous, fast-paced environments with a bias toward action.
• Experience in financial services or fintech is highly preferred.
• Exposure to strategic planning or corporate development.
• Strong analytical skills with the ability to collect, organize, and interpret data from multiple sources.
• Proficient in Excel, PowerPoint, project management tools, and data visualization tools.
• Familiarity with private equity and venture capital is a plus.
• Understanding of SaaS metrics, unit economics, and customer lifetime value.
• Extreme attention to detail with a focus on delivering accurate and high‑quality results.
• Outstanding written and verbal communication skills.
• Collaborative mindset with the ability to work across multiple teams.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses that drive growth for Fidelity. We shape the future of the industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.

Fidelity Labs combines an innovative, exploratory mindset with the scale and stability of an industry leader. We provide a space for teams to explore new business ideas, rapidly test them with customers, and scale the most promising concepts within an existing business unit or as a new venture. Learn more at labs.fidelity.com.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

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.

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