DB Sr Quality Analyst

Fidelity; Covington (KY); On-site; USD 80,000 - 110,000; Full time

Job summary

Fidelity is seeking a Senior Quality Analyst to join the DB Quality team in Covington, KY. You will execute controls across Defined Benefit operations, collaborate with partners, and help drive improvements through data analysis.

The role will be filled at grade 4 or 5 depending on experience, requiring a Bachelor's and at least 3 years of DB Calculation experience, with strong Excel and Fidelity systems knowledge.

Qualifications

• Bachelor’s Degree in Mathematics, Finance, or Business or equivalent.
• At least 3 years of DB Calculation experience.
• Experience with Fidelity systems: DBcs, XTRAC, CCW, Customer WebView, FOCUS.
• Excel proficiency for complex calculations and data extraction.

Responsibilities

• Execute controls across Defined Benefit operations.
• Collaborate with business partners to design and execute controls.
• Drive operational improvements through data analysis.

Skills

DB Calculations

Excel advanced

Critical thinking

Problem solving

Intellectual curiosity

Quality background

Education

Bachelor’s Degree (Math/Finance/Business)

Tools

DBcs

XTRAC

CCW

Customer WebView

FOCUS

Job description

DB Sr Quality Analyst

Published: Aug 03

ID: 2128900

Operations

Location

• Covington, KY

Team

• Operations

Experience Level

Manager

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.

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.

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 Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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