DB Sr Quality Analyst

Fidelity Investments; Covington (KY); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Senior Quality Control Analyst to execute controls across Defined Benefit operations and collaborate with business partners to design and improve processes. The role emphasizes analyzing large data sets in support of accuracy and risk reduction, with a focus on quality within WI Client Service Operations.

The position requires a bachelor's degree and at least 3 years of Defined Benefit calculation experience, plus proficiency with Fidelity systems and advanced

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 3 years of DB Calculation experience.
• Experience with Fidelity systems: DBcs, XTRAC, CCW, Customer WebView, FOCUS.
• Advanced Excel skills for complex calculations and data extraction.
• Strong knowledge of the DB regulatory environment.

Responsibilities

• Execute controls across Defined Benefit operations and collaborate with business partners to design and execute controls.
• Drive operational improvements through data analysis and insights.
• Assist in reducing financial exposure and improving client satisfaction by evaluating quality across operations.
• Interact with stakeholders at various levels within global teams to communicate findings.

Skills

Critical thinking

Problem solving

Intellectual curiosity

Education

Bachelor's Degree in Mathematics/Finance/Business or equivalent

Tools

DBcs

XTRAC

CCW

Customer WebView

FOCUS

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.