DB Sr Quality Analyst

Fidelity Investments

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree in Mathematics, Finance, or Business, or equivalent work experience
  • Minimum of 3 years of Defined Benefit Calculation experience
  • Familiarity with DBcs, XTRAC, CCW, Customer WebView, FOCUS, or similar Fidelity systems
  • Proficiency in Excel for complex calculations and data analysis
  • Understanding of the Defined Benefit regulatory environment is preferred
  • Strong initiative in problem-solving and process improvement
  • Critical thinking and intellectual curiosity are essential

Responsibilities

  • Execute controls across Defined Benefit operational functions
  • Collaborate with business partners to design and implement controls
  • Analyze operations to drive improvements and enhance client satisfaction
  • Gauge quality of work within operations and implementation teams
  • Provide insights to improve accuracy and reduce financial risks

Benefits

  • Full-time onsite working model with evolving onsite expectations
  • Opportunities for skills development and professional growth
  • Collaboration with a diverse team across global operations
  • Engagement with stakeholders at all organizational levels
  • Focus on quality improvements and operational enhancements
Full Job Description
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

Similar Jobs

More Jobs at Fidelity Investments

More Finance & Insurance Jobs

Find similar DB Sr Quality Analyst jobs: