Job Description:
The Role
As a WI Senior Quality Control Analyst, you will execute controls across a variety of processes with an emphasis on Testing and Reporting Services, custom reporting, complex plan remediations and proactive validation of small development and employer contribution match calculations. Our analysts are expected to assess risk and design our validation approach for custom operational processes including client reporting and regulatory process changes. Your ability to manipulate large data sets combined with your comprehensive understanding of how DC data elements intersect with core record keeping principles will enable you to proactively validate that plans are operating as designed.
Primary Responsibilities
- Complete quality control reviews for processes supported with an emphasis on multiple Testing & Reporting functions that include 5500, PYES and NDT
- Provide subject matter expertise on processes supported
- Lead, and participate in QC meetings to review procedures and identify process improvement opportunities
- Serve as a day-to-day QC liaison, responsible for developing and maintaining positive relationships with key business partners
- Perform root-cause analysis to identify and assess risk
- Employ sound business judgment and apply Regulatory/Legal/Compliance considerations in reducing risk
- Actively engage on cross-organizational projects and initiatives
The Expertise and Skills You Bring
- 5+ years of WI experience with in-depth understanding of Operational area(s)/product(s) supported
- Experience in execution annual client testing across multiple operational areas within Testing & Reporting Services
- Demonstrated communication skills, both verbal and written; ability to implement/facilitate change
- Demonstrated ability to work with large datasets applying expertise in Excel and other tools (SQL, Access, Alteryx, etc)
- Demonstrated to be adaptable and flexible as the Business' needs change
- Forward looking, analytic, continuous improvement mentality
- Capacity to multi-task across multiple initiatives
- Employs and necessitates critical thinking
- Focused attention to flawless execution
The Team
Quality Management supports operational processes in the Workplace Investing (WI) operations. We deliver several services such as quality control reviews, data analysis and control design to continually strengthen the operating environment and ensure strong quality outcomes are delivered. The role works in a multi-site environment and collaborates with operations and client services ensuring operational processes are delivered accurately and in adherence with plan rules and regulations.
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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.
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.