- Working with internal and external partners to understand an existing process, design and detail an automated solution, coordinate development and testing activities and deliver the process into the production environment.
- Collaborate with the quality specialists, work leads and managers to provide more in-depth issue level research to develop recommendations to address gaps, risks and inefficiencies in process.
- The analyst may have some business partner relationship responsibilities and will participate in cross-organizational projects to drive internal quality and business partner process and technology improvements.
- Minimum of 0-2 years of experience in a processing or quality review role, including demonstrated success working as a domain expert in a fast-paced environment.
- A Bachelor's degree or equivalent experience, preferably in Computer Science, Information Technology, Information Systems or Engineering
- Experience with task automation (RPA) tools (Blue Prism, Power Automate, Excel Macros) preferred
- Ability to write SQL queries to extract data from relational databases
- Experienced in process design and analysis
- Experienced in using process improvement tools and techniques
- Financial Services experience preferred
- Using critical thinking skills and analysis to solve and present recommendations for process improvements
- Experience working closely with business functions, developing, and analyzing requirements, creating test cases, and preparing reports, user guides, and other supporting materials
- Solid project management and organizational skills; the ability to multi-task and prioritize concurrent assignments with a keen sense of urgency is imperative
- Ability to make critical decisions with little to no supervision, work well autonomously and work cross-functionally within the broader quality team
- Effective communication, both verbal and written
- Provide proactive consultation and process improvement solutions and uncover opportunities to further improve the client experience
- Develops recommendations to address gaps, risks, and inefficiencies in processes
- Identifies wastes and duplication in the existing process and analyzes changes or improvements to attain process efficiency
- Redesign existing and new business processes and controls to fit within an automation framework with an eye towards risk reduction
- Implement and deliver work in a fast-paced environment
- Enabling FI to exceed our customers’ expectations by ensuring the business can reach its maximum efficiency and effectiveness
- Great teammate with a proven desire to share and contribute to the team’s success
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:Category:QualityFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.








