The Role
As a member of this team, you will play a key role in supporting attorneys and legal teams by facilitating the processing, review, and production of electronically stored information (ESI) across Fidelity's data ecosystem. You will partner with counsel to develop customized review workflows, provide strategic guidance on defensible and efficient document review methodologies, and ensure the timely and accurate production of relevant data in accordance with established legal and regulatory requirements.
The successful candidate will thrive in a fast-paced, high-volume environment where strong analytical skills, sound judgment, effective communication, and a comprehensive understanding of the Electronic Discovery Reference Model (EDRM) are critical to success. The ability to manage competing priorities, solve complex challenges, and collaborate effectively with cross-functional stakeholders is essential.
The Expertise and Skills You Bring
· Process and load Electronically Stored Information (ESI) into review platforms, ensuring accuracy and completeness.
· Manage and administer review workspaces, including user permissions, layouts, views, and workflow configurations.
· Design and implement customized review workflows that enable legal teams to efficiently identify, prioritize, and review relevant data.
· Coordinate the production and delivery of ESI in accordance with established production protocols, specifications, and deadlines.
· Leverage advanced analytics to enhance document review, including clustering, email threading, near-duplicate identification, and predictive coding/technology-assisted review (TAR).
· Effectively manage multiple high priority matters simultaneously while maintaining quality and meeting critical deadlines.
· Demonstrate exceptional organizational and project management skills with a strong attention to detail.
· Maintain proficiency in Microsoft Office applications, particularly Outlook, Excel, and OneNote.
· Train attorneys and legal team members on ESI review best practices, workflows, and technology solutions.
· Serve as a trusted advisor to attorneys by providing guidance on review strategy, workflow optimization, and best practices throughout the discovery lifecycle.
· Plan, coordinate, and manage internal and external project communications, ensuring the timely exchange of information, status updates, and deliverables.
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 Litigation Support team is an integral function, responsible for working with attorneys and other members of the legal team in identification and review of relevant ESI for matters.
Furthermore, they play a critical role in ensuring any relevant ESI can be produced accurately and in a timely manner to third parties.
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
- Comprehensive understanding of the Electronic Discovery Reference Model (EDRM)
- Experience processing and loading electronically stored information into review platforms
- Experience administering document review workspaces, including permissions, layouts, views, and workflows
- Knowledge of electronic discovery review methodologies and production protocols
- Experience with advanced document review analytics, including clustering, email threading, near-duplicate identification, or predictive coding
- Strong analytical skills and sound judgment
- Strong organizational and project management skills with attention to detail
- Ability to manage multiple high-priority matters and meet critical deadlines
- Effective written and verbal communication and cross-functional collaboration skills
- Proficiency with Microsoft Office, particularly Outlook, Excel, and OneNote
- Ability to train attorneys and legal team members on ESI review practices and technology solutions
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.
