DB Sr Quality Control Analyst

Lonestar State College; Albuquerque (NM); On-site; USD 85,000 - 110,000; Full time

Job summary

Fidelity in Albuquerque seeks a Senior Quality Control Analyst to execute controls across Defined Benefit operational functions within WI Client Service Operations. You will validate DB calculations, FinOps, and post-implementation processes for new clients, collaborating with partners to ensure accuracy and minimize risk.

We value initiative, critical thinking, and a strong quality background as you design improved controls and support regulatory adherence in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• At least 3 years of DB Calculation experience.
• Experience with Fidelity systems DBcs, XTRAC, CCW, WebView or equivalent.
• Advanced Excel for large data sets and complex calculations.

Responsibilities

• Execute controls across DB Operations manual calculations, FinOps and validation.
• Collaborate with business partners to design and execute controls.
• Drive operational improvements through data analysis and insights.
• Support quality and exception management within WI Client Service Operations.

Skills

Excel for complex calculations

DB regulatory knowledge

Problem solving

Critical thinking

Intellectual curiosity

Quality background

Education

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

Tools

DBcs

XTRAC

CCW

Customer WebView

FOCUS

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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.