Senior Quality Control Analyst

Fidelity; Albuquerque (NM); Vor Ort; USD 75.000 - 100.000; Vollzeit

Zusammenfassung

Fidelity is seeking a Senior Quality Control Analyst to execute controls across Defined Benefit operations within WI Client Service Operations. The role collaborates with business partners to design controls and drive improvements using data analyses.

The ideal candidate has a bachelor’s degree in math/finance/business, at least 3 years of DB calculation experience, and strong Excel skills, with familiarity of Fidelity systems.

Qualifikationen

• Bachelor’s degree in mathematics, finance, business, or equivalent work experience.
• Minimum 3 years of DB calculation experience.
• Experience with Fidelity systems such as DBcs, XTRAC, CCW, Customer WebView, and FOCUS.
• Advanced Excel skills for large data calculations.
• Strong regulatory knowledge in the DB space.
• Ability to problem solve and design improved controls.
• Strong critical thinking and intellectual curiosity.
• Quality-focused background.

Aufgaben

• Execute controls across Defined Benefit operations and collaborate with partners to design improvements.
• Support quality assessments to improve accuracy, reduce risk, and enhance client satisfaction.

Kenntnisse

DB Calculation experience

Excel proficiency

Regulatory knowledge

Problem solving

Critical thinking

Intellectual curiosity

Quality background

Ausbildung

Bachelor’s Degree in Mathematics, Finance or Business or equivalent

Tools

DBcs

XTRAC

CCW

Customer WebView

FOCUS

Jobbeschreibung

Fidelity will not provide immigration sponsorship for this position.

Job Description:

**THE MANAGER WILL HIRE AT THE APPROPRIATE LEVEL BASED ON CANDIDATE EXPERIENCE (Associate or Manager level).**

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.

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 Defined Benefit 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.

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.