At a Glance
- Tasks: Lead AI-powered product development to transform investment decision-making and research workflows.
- Company: Join a global leader in financial services with a commitment to inclusivity and innovation.
- Benefits: Comprehensive benefits, flexible working, and a focus on your wellbeing and professional growth.
- Other info: Collaborative environment with opportunities for career advancement across global teams.
- Why this job: Shape the future of investment management with cutting-edge AI technology and make a real impact.
- Qualifications: 10+ years in investment management tech, strong product management skills, and AI solution experience.
The predicted salary is between 51750 - 63250 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 30 September 2026
- Department: AMP Platform, Research & Sustainability
- Location: London, United Kingdom
- Reports To: Associate Director, Business Analyst
- Level: 6
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
AMP Delivery is responsible for the design and delivery of all changes in business process and/or technology solutions that support the growth for Fidelity’s Global Investment Solutions & Services business. We partner with Investment Management, Asset Management Operations and Distribution teams across London, Hong Kong, Tokyo, Toronto, Australia, Singapore, and China.
The Research & Sustainability team delivers strategic initiatives that enhance investment decision-making through modern research workflows, investment data platforms, sustainability capabilities, advanced analytics, and AI-powered solutions. We are increasingly leveraging Large Language Models (LLMs), frontier AI models, and agentic workflows to transform how investment professionals discover insights, conduct research, and make investment decisions across Equities, Fixed Income, and Multi-Asset.
About your role
Fidelity is investing in several strategic programmes to transform the way investment professionals discover insights, conduct research, manage portfolios, and deliver superior client outcomes. As the Senior Business Analyst of the Research & Sustainability team, you will lead the vision, strategy and delivery of AI-powered products that transform how investment professionals discover insights, conduct research and make investment decisions. Working closely with Portfolio Managers, Research Analysts, Sustainability teams, Architects and Engineers, you will define and deliver next-generation capabilities leveraging Generative AI, agentic workflows and advanced analytics to create measurable business value across global investment teams.
Key Responsibilities
- Own the vision, roadmap and prioritisation of AI-powered products and capabilities supporting Research & Sustainability workflows.
- Partner with Portfolio Managers, Research Analysts, Sustainability teams and senior stakeholders to identify opportunities that improve investment decision-making, research productivity and workflow efficiency.
- Lead the transformation of research and sustainability workflows through Generative AI, agentic workflows, advanced analytics and modern investment data platforms.
- Define and prioritise product requirements, success metrics and business outcomes, ensuring solutions deliver measurable value, user adoption and operational efficiency.
- Collaborate with Product Managers, Architects, Engineers and Data Scientists to design and deliver scalable, secure and reusable AI-enabled solutions.
- Shape future-state operating models and drive the adoption of AI-enabled ways of working across global investment teams.
- Ensure solutions comply with enterprise architecture, data governance, regulatory requirements and Responsible AI standards.
- Evaluate emerging technologies, AI capabilities and external partners to support Fidelity's strategic investment technology agenda.
- Experience defining requirements for and working with enterprise Data Products and modern data platforms such as Snowflake, including experience supporting large-scale data modernisation and migration from legacy/on-premises environments to scalable cloud-based platforms.
- Work closely with Product Owners, Architects, Data Engineers and business stakeholders to translate complex investment requirements into scalable, governed and reusable data solutions.
About you
With a solid background in the analysis, design and implementation of complex investment management technology solutions, you’re the specialist we need. You bring:
- 10+ years' experience delivering technology, product or transformation initiatives within Investment Management, covering Research, Sustainability and Portfolio Management.
- Proven experience owning and delivering complex front-office technology, digital or AI-enabled solutions from discovery through implementation.
- Strong understanding of research, sustainability, portfolio management and investment decision-making workflows, including investment data, holdings, benchmarks and fund look-through capabilities.
- Experience delivering AI-powered solutions, including Large Language Models (LLMs), Retrieval Augmented Generation (RAG), AI assistants, agentic workflows and knowledge discovery platforms.
- Demonstrated product management experience, including product strategy, roadmap development, prioritisation, backlog management and value realisation.
- Good understanding of sustainability and stewardship processes, including ESG research, proxy voting, sustainable investing regulations (e.g. SFDR, SDR) and ESG reporting.
- Strong stakeholder management skills, with the ability to influence senior investment, business and technology leaders across global teams.
- Knowledge of investment data providers and platforms, such as Bloomberg, FactSet, MSCI and Morningstar, as well as similar research ecosystems.
- Excellent communication, problem-solving and collaboration skills, with experience leading cross-functional teams in a global environment.
- Strong commercial acumen, with the ability to define product success measures and demonstrate business value from technology and AI investments.
- Degree-level education; CFA, FRM, CIPM or related professional qualifications would be advantageous.
You'll play a key role in shaping the next generation of investment management capabilities by combining product leadership, investment domain expertise and AI-driven innovation. Working with colleagues across multiple regions and asset classes, you'll help deliver solutions that enable better investment decisions, improve operational efficiency, and create long-term value for our clients.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Senior Business Analyst employer: Fidelity International
At our London office, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Equity Research Analysts to thrive. With a strong emphasis on employee development, we offer comprehensive benefits and flexible working arrangements, ensuring that you can balance your professional and personal life while contributing to meaningful investment decisions. Join us to be part of a dynamic team where your insights are valued and your growth is prioritized.
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We think this is how you could land Senior Business Analyst
✨Get to Grips with Data Visualisation Tools
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✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Fidelity International!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
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We think you need these skills to ace Senior Business Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Fidelity International, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Fidelity International
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Fidelity International’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
