The Role
Fidelity Investments has a Senior Analyst opening that represents an outstanding opportunity to accelerate an individual’s career in data and technology by providing oversight and analysis to protect customer information at one of the top tier financial service companies in America.
This is a great opportunity for you to join a high-performing, business-facing team. The team manages access, use, and policies that safeguard millions of customers' personal information. It also represents our governance and security posture to thousands of corporate clients. Your role will be to:
- Support the implementation and enhancement of data governance policies and controls governing data access, sharing, proper use, data use for artificial intelligence, data minimization, and automated policy enforcement.
- Review business activities and access requests for alignment with client commitments, internal policies, and applicable requirements; support related oversight platforms, document decisions, monitor exceptions, and escalate complex matters.
- Partner with Legal, Risk, Compliance, Architecture, Relationship Management, and other partners to support emerging regulatory, policy, and client requirements.
- Analyze data access, usage, sharing, and minimization risks; document findings, recommend corrective actions, and track remediation.
- Support governance technology, client data protection, and assurance initiatives, including requirements documentation, control testing, audit readiness, and ISO and SOC certifications.
- Measure and monitor program effectiveness and prepare metrics, documentation, reporting, and presentations for senior team members and governance partners.
The Expertise and Skills You Bring
- Bachelor’s degree or equivalent experience, with approximately five years in data governance, compliance, audit, risk, privacy, or a related field.
- Experience interpreting policies, regulatory requirements, or client commitments.
- Working knowledge of data governance practices related to data access, sharing, use, and protection.
- Experience with governance, access-management, compliance, or workflow platforms.
- Ability to explain governance processes and controls to auditors and other partners.
- Strong analytical, communication, and collaboration skills, with sound judgment on when to raise concerns.
The Team
You will contribute within Workplace Customer Protection, partnering with experienced professionals currently dedicated to this space and reporting to Nate Kujawski. The mission of the Customer Protection is to protect the Workplace community of thousands of plan sponsors and millions of participants on our retirement and benefits platforms.
As a member of Customer Protection, you would be joining a culture that is defined by how our team members work. We:
- Are trusted, collaborative partners who are engaged and transparent
- Are security domain experts and continuous learners that are passionate about protecting our customers
- Take personal accountability for quality and timely delivery of our services
- Demonstrate inclusion and empathy where everyone feels safe to be their authentic selves
- Foster associates’ well-being by supporting work-life balance and guilt-free time off
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
- Bachelor's degree or equivalent experience
- Approximately five years of experience in data governance, compliance, audit, risk, privacy, or a related field
- Experience interpreting policies, regulatory requirements, or client commitments
- Working knowledge of data governance practices involving data access, sharing, use, and protection
- Experience with governance, access-management, compliance, or workflow platforms
- Ability to explain governance processes and controls to auditors and other partners
- Strong analytical, communication, and collaboration skills
- Sound judgment regarding when to raise concerns
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.
