Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Investments is seeking a Senior Analyst to join a highly motivated eDiscovery team within the Legal Department. The role requires familiarity with electronic data preservation, collection and analysis.
The Senior eDiscovery Analyst manages, monitors, and responds to multiple requests to collect electronically stored information (ESI), such as emails and electronic data. This position requires knowledge of the eDiscovery process and the Electronic Discovery Reference Model (EDRM). The qualified candidate must be able to work in a fast-paced, global culture, where learning new skills and quick problem solving is critical to success.
The Expertise and Skills You Bring
Intake, execute and track multiple requests to collect electronically stored information (ESI), including, but not limited to: (1) email, (2) instant messages, (3) electronic documents, (4) back-up tapes, and (5) databases.
Log and update request details (progress) into workflow database.
Communicate status among different groups including: (1) eDiscovery team members, (2) litigation support, (3) in-house counsel, (4) corporate security, (5) compliance, and, (6) other business users.
Ensure accuracy of the data collected, confirming that the search yielded the desired results.
Deliver data accurately and in a timely fashion.
Assist in refining and documenting the eDiscovery team's processes.
Bachelor's degree required.
Experience in a large corporate environment preferred.
Familiarity with electronic communications (i.e. email, social networks, instant messaging, web 2.0, including wikis and blogs).
Proficiency with Microsoft Office.
Ability to communicate effectively with team members and customers.
Ability to work independently, while also acting as an exceptional team player.
Ability to prioritize workload with competing deadlines.
Excellent organizational skills with an emphasis on attention to detail.
The Team
The Legal Department at Fidelity provides guidance, oversight, and strategic counsel to ensure that Fidelity and its associates operate with integrity and in compliance with applicable laws and regulations. Within the department, the eDiscovery team is an integral function, responsible for identifying, preserving, and locating relevant data across the organization. They play a critical role in ensuring the integrity, completeness, and defensibility of information so that legal teams can rely on accurate and trustworthy data when addressing matters.
Together, our teams manage complex legal and compliance issues initiated by customers, regulators, and other stakeholders, including disputes, regulatory inquiries, and litigation, while partnering across the organization to mitigate risk and uphold a culture of accountability and transparency.
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.
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.
Skills Required
- In-depth knowledge of Microsoft Purview to support legal holds, preservation, searches, and exports
- Execute and track ESI preservation and collection requests for email, instant messages, electronic documents, and call recordings
- Monitor and maintain accurate metrics and detailed tracking in a proprietary workflow system
- Communicate status with eDiscovery team, litigation support, in-house counsel, corporate security, compliance, and business partners
- Ensure accuracy of preserved/collected data and confirm searches yield desired results
- Refine and document eDiscovery processes to ensure defensibility and efficiency
- Collaborate to ensure data can be reviewed on eDiscovery platforms and meets investigation criteria
- Ability to understand and resolve data exceptions (e.g., password-protected files)
- Knowledge of the Electronic Discovery Reference Model (EDRM) and document retention systems
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.
Fidelity Investments Insights
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.
