DB Sr Quality Control Analyst

Fidelity Investments

The following job description was extracted from the posting.

The Role

The Senior Quality Control (QC) Analyst is responsible for executing controls across multiple Defined Benefit operational functions in WI Client Service Operations. Controls executed span DB Operations manual calculations, FinOps and validation of custom and regulatory processes post implementation of new clients. The team collaborates with business partners to design and execute controls and drive operational improvements through our analysis.

The Expertise and

Skills

• You Bring

• Bachelor’s Degree (Mathematics, Finance or Business) or equivalent work experience

• At least 3 years of DB Calculation experience is required.

• Knowledge and experience using DBcs, XTRAC, CCW, Customer WebView, FOCUS or any other relevant Fidelity systems.

• Expertise with Excel to perform complex calculations and glean data from large data sets

• Strong working knowledge of DB regulatory environment is preferred

• Ability to take initiative to problem solve and design improved processes and controls

• Critical thinking

• Intellectual curiosity

• Quality background

The Team

The DB QC Analyst is a member of the broader Quality and Exception Management team within WI Client Service Operations. We are tasked with gauging the quality of work being performed within the various operations and implementations teams and providing insights that help improve accuracy, reduce financial exposure, and improve client satisfaction. We interact with stakeholders throughout all levels of the global operations teams including front line associates, managers, and senior leaders.

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.

Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.

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.

Certifications:

Category:

Quality

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.

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Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

• Company overview

• Company overview

• At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

• Reasonable accommodations

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodat