Senior Quality Control Analyst

Fidelity; Merrimack (NH); On-site; USD 85,000 - 110,000; Full time

Job summary

Fidelity is seeking a Senior Quality Control Analyst in Defined Benefit to execute controls across DB operations. You will work with the WI Client Service Operations team to analyze data, validate calculations, and ensure accuracy and compliance in a regulated environment.

The role requires at least 3 years of DB calculation experience, strong Excel skills, and the ability to design improved processes and controls.

Qualifications

• Bachelor’s degree or equivalent work experience in math, finance or business.
• Minimum 3 years of Defined Benefit calculation experience.
• Experience with Fidelity systems and data extraction.
• Strong Excel skills for large data analysis and calculations.

Responsibilities

• Execute controls across Defined Benefit operational functions.
• Collaborate with partners to design and improve controls and processes.
• Provide insights to improve accuracy and reduce financial exposure.

Skills

DB Calculation experience

Excel proficiency

Quality background

Critical thinking

Problem solving

Education

Bachelor’s Degree in Math/Finance/Business

Tools

DBcs

XTRAC

CCW

Customer WebView

FOCUS

Job description

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.