Logo for Fidelity Investments

Senior Litigation Support Analyst

Role overview

Qualifications

  • Strong analytical skills
  • Comprehensive understanding of the Electronic Discovery Reference Model (EDRM)
  • Exceptional organizational and project management skills
  • Proficiency in Microsoft Office applications, particularly Outlook, Excel, and OneNote

Responsibilities

  • Process and load Electronically Stored Information (ESI) into review platforms
  • Manage and administer review workspaces, including user permissions and workflow configurations
  • Design and implement customized review workflows for legal teams
  • Train attorneys and legal team members on ESI review best practices and workflows

Key facts

Hard skills

Other skills

  • Microsoft Office
  • Analytical Skills
  • Communication
  • Organizational Skills

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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

Fidelity will not provide immigration sponsorship for this position.

Job Description:



The Role 

As a member of this team, you will play a key role in supporting attorneys and legal teams by facilitating the processing, review, and production of electronically stored information (ESI) across Fidelity's data ecosystem. You will partner with counsel to develop customized review workflows, provide strategic guidance on defensible and efficient document review methodologies, and ensure the timely and accurate production of relevant data in accordance with established legal and regulatory requirements.

The successful candidate will thrive in a fast-paced, high-volume environment where strong analytical skills, sound judgment, effective communication, and a comprehensive understanding of the Electronic Discovery Reference Model (EDRM) are critical to success. The ability to manage competing priorities, solve complex challenges, and collaborate effectively with cross-functional stakeholders is essential.


The Expertise and Skills You Bring 

· Process and load Electronically Stored Information (ESI) into review platforms, ensuring accuracy and completeness.

· Manage and administer review workspaces, including user permissions, layouts, views, and workflow configurations.

· Design and implement customized review workflows that enable legal teams to efficiently identify, prioritize, and review relevant data.

· Coordinate the production and delivery of ESI in accordance with established production protocols, specifications, and deadlines.

· Leverage advanced analytics to enhance document review, including clustering, email threading, near-duplicate identification, and predictive coding/technology-assisted review (TAR).

· Effectively manage multiple high priority matters simultaneously while maintaining quality and meeting critical deadlines.

· Demonstrate exceptional organizational and project management skills with a strong attention to detail.

· Maintain proficiency in Microsoft Office applications, particularly Outlook, Excel, and OneNote.

· Train attorneys and legal team members on ESI review best practices, workflows, and technology solutions.

· Serve as a trusted advisor to attorneys by providing guidance on review strategy, workflow optimization, and best practices throughout the discovery lifecycle.

· Plan, coordinate, and manage internal and external project communications, ensuring the timely exchange of information, status updates, and deliverables.



The Team 

The Legal Department at Fidelity provides guidance, oversight, and strategic counsel to ensure that Fidelity and its associates operate with integrity and in compliance with applicable laws and regulations. Within the department, the Litigation Support team is an integral function, responsible for working with attorneys and other members of the legal team in identification and review of relevant ESI for matters.

Furthermore, they play a critical role in ensuring any relevant ESI can be produced accurately and in a timely manner to third parties.

Together, our teams manage complex legal and compliance issues initiated by customers, regulators, and other stakeholders, including disputes, regulatory inquiries, and litigation, while partnering across the organization to mitigate risk and uphold a culture of accountability and transparency.

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:

Information Technology

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
·

Litigation Support Specialist 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.