DB Sr Quality Control Analyst

Fidelity Investments•Albuquerque, NM

About The Position

The Senior Quality Control (QC) Analyst executes controls across multiple Defined Benefit operational functions in WI Client Service Operations. The controls cover DB Operations manual calculations, FinOps, and validation of custom and regulatory processes following new client implementations. The team works with business partners to design and execute controls and uses analysis to drive operational improvements. The analyst is part of the broader Quality and Exception Management team within WI Client Service Operations. The team assesses the quality of work performed by operations and implementation teams and provides insights to improve accuracy, reduce financial exposure, and improve client satisfaction. The role interacts with stakeholders across global operations, including front-line associates, managers, and senior leaders.

Requirements

  • Bachelor’s degree in Mathematics, Finance, or Business, or equivalent work experience.
  • At least 3 years of Defined Benefit calculation experience.
  • Knowledge and experience using DBcs, XTRAC, CCW, Customer WebView, FOCUS, or other relevant Fidelity systems.
  • Expertise with Excel to perform complex calculations and extract data from large data sets.
  • Ability to take initiative, solve problems, and design improved processes and controls.
  • Critical thinking.
  • Intellectual curiosity.
  • Quality background.

Nice To Haves

  • Strong working knowledge of the Defined Benefit regulatory environment.

Responsibilities

  • Execute controls across multiple Defined Benefit operational functions.
  • Perform controls covering DB Operations manual calculations, FinOps, and validation of custom and regulatory processes after new client implementations.
  • Collaborate with business partners to design and execute controls.
  • Analyze operational work and identify opportunities to improve processes and controls.
  • Assess the quality of work performed by operations and implementation teams.
  • Provide insights to improve accuracy, reduce financial exposure, and improve client satisfaction.
  • Interact with stakeholders throughout global operations, including front-line associates, managers, and senior leaders.
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