Fidelity Investments Header

Principal Systems Analyst - Trading (IWMS)

Smithfield, RI
Full-Time

Job Description

Job Description:

The Role and the Team

IWMS (Institutional Wealth Management Services) is seeking an experienced Systems Analyst to join us in the design and development of innovative technology for financial advisors and their clients using the latest technology stack in a collaborative and engaging environment.

You will play a leading role in the agile development of web applications used by thousands of Investment Professionals to deliver comprehensive brokerage solutions to their customers. You will drive the technical analysis and support of our IWMS Trading systems, including gap analysis and code research from user interface to middleware and backend. You will work closely with Product Owners and development teams to design, build, test, and deliver complex software solutions.

Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success.

The Expertise and Skills You Bring

  • 10+ years of hands-on analysis experience supporting the development of complex, enterprise software solutions.

  • B.S. in Finance, Computer Science, Management Information Systems, or equivalent experience.

  • Brokerage experience and familiarity with Trading capabilities strongly preferred.

  • Experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems.

  • Experience in various systems analysis methodologies, including data analysis, data mapping, flowcharts, use-case development, story writing, set-up & configuration of systems, gap analysis, user acceptance testing, and product documentation.

  • Solid grasp and experience with Structured Query Language (SQL), querying relational databases, and programming in general.

  • Proven experience working with APIs - REST, SOAP, JSON, XML.

  • Experience collaborating with a User Experience Design team to gather and document user requirements, finalize front-end interfaces, ensure consistent user experience across platforms, and work with design tools like Figma.

  • Experience with agile development methodologies and collaborating with product teams, engineering teams, and business stakeholders.

  • Experience with generative AI tools to increase efficiency and quality.

  • Excellent facilitation, communication, and analytical skills.

  • Proactive, organized, highly responsive, and committed to quality.

  • Real passion for accuracy, clarity, and elimination of ambiguity.

  • Self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements.

  • Dedicated, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results.

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.

PDN-a0623340-42d7-4d5e-a404-2631b766d458

Job Description:

The Role and the Team

IWMS (Institutional Wealth Management Services) is seeking an experienced Systems Analyst to join us in the design and development of innovative technology for financial advisors and their clients using the latest technology stack in a collaborative and engaging environment.

You will play a leading role in the agile development of web applications used by thousands of Investment Professionals to deliver comprehensive brokerage solutions to their customers. You will drive the technical analysis and support of our IWMS Trading systems, including gap analysis and code research from user interface to middleware and backend. You will work closely with Product Owners and development teams to design, build, test, and deliver complex software solutions.

Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success.

The Expertise and Skills You Bring

  • 10+ years of hands-on analysis experience supporting the development of complex, enterprise software solutions.

  • B.S. in Finance, Computer Science, Management Information Systems, or equivalent experience.

  • Brokerage experience and familiarity with Trading capabilities strongly preferred.

  • Experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems.

  • Experience in various systems analysis methodologies, including data analysis, data mapping, flowcharts, use-case development, story writing, set-up & configuration of systems, gap analysis, user acceptance testing, and product documentation.

  • Solid grasp and experience with Structured Query Language (SQL), querying relational databases, and programming in general.

  • Proven experience working with APIs - REST, SOAP, JSON, XML.

  • Experience collaborating with a User Experience Design team to gather and document user requirements, finalize front-end interfaces, ensure consistent user experience across platforms, and work with design tools like Figma.

  • Experience with agile development methodologies and collaborating with product teams, engineering teams, and business stakeholders.

  • Experience with generative AI tools to increase efficiency and quality.

  • Excellent facilitation, communication, and analytical skills.

  • Proactive, organized, highly responsive, and committed to quality.

  • Real passion for accuracy, clarity, and elimination of ambiguity.

  • Self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements.

  • Dedicated, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results.

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.

PDN-a0623340-42d7-4d5e-a404-2631b766d458

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Principal Systems Analyst - Trading (IWMS)
Fidelity Investments
Smithfield, RI
Nov 18, 2025
Full-time
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