Logo for Fidelity Investments

DB Sr Quality Analyst

Role overview

Qualifications

  • Bachelor’s Degree (Mathematics, Finance or Business) or equivalent work experience
  • At least 3 years of DB Calculation experience
  • Knowledge and experience using DBcs, XTRAC, CCW, Customer WebView, FOCUS or any relevant Fidelity systems
  • Expertise with Excel to perform complex calculations

Responsibilities

  • Execute controls across multiple Defined Benefit operational functions
  • Collaborate with business partners to design and execute controls
  • Drive operational improvements through analysis
  • Gauge the quality of work performed within operations and provide insights

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Quality Control
  • Problem Solving
  • Critical Thinking
  • Intellectual Curiosity
  • Collaboration

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Company details

IndustryFinancial Services

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Senior Quality Control (QC) Analyst is responsible for executing controls across multiple Defined Benefit operational functions in WI Client Service Operations. The team collaborates with business partners to design and execute controls and drive operational improvements through our analysis.

This role will be filled as a grade 4 or 5, depending on experience of the candidate.

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.

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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Data Quality Analyst Related jobs

Other jobs at Fidelity Investments

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.