Fidelity Investments
Senior Analyst-Strategic Control, Design, and Analytics
Westlake, TX
Mar 26, 2025
Full Job Description

Job Description:

The Role

The Workplace Investing Strategic Control Design and Analytics Senior Manager is responsible for the proactive identification of risk and establishment of systemic controls to mitigate gaps in the control environment.

The Expertise and Skills You Bring

  • Quickly grasp sophisticated custom processes and assess risk across the entire WI Caps organization.

  • Document process and control workflows and identify risks and control gaps within these processes.

  • Analyze loss and incident data to identify themes and prioritize opportunities for improvement.

  • Prepare and deliver presentations.

  • Influence the organization in making process, quality, and control improvements.

  • Partner with Implementation/Sales/Managing Director organizations to ensure opportunities are appropriately prioritized and implemented.

  • Use data analytics for issue identification through creative thinking and automation.

  • Collaborate with the robotics and other automation teams to ensure controls and processes are efficient and manual processes are minimal.

  • Drive improvements and risk reduction efforts. Use conceptual and creative thinking; interpersonal understanding; analytical skills.

  • Ability to work in a fast-paced environment.

  • Research the associated risks, regulations, and service levels to define improvements and standard operating procedures for quality controls.

  • Bachelor's degree required.

  • 5-7 years' of experience evaluating, designing and improving controls (i.e., audit, risk or operations/quality management).

  • Proven project management and leadership capabilities.

  • Professional quality/risk/audit/compliance/technology-related certifications are a benefit (e.g. Six Sigma, CPA, CIA, CISA).

  • Data analysis experience is a benefit (e.g., SQL, Alteryx, Power BI, SAS, Tableau, Python)

  • Actively perform dedicated and targeted data analysis to identify risks for management. Strong coordination with key business partners will be required to obtain data sets and confirm results of the analysis.

  • Ability to balance multiple projects and tasks simultaneously within a tight timeframe.

  • Knowledge of WI operational processes, controls, and associated risks, is preferable.

  • Strong presentation, written and interpersonal communication skills.

  • Critical thinking and problem-solving skills.

  • Teammate and leader who constructively works to achieve team goals and provide departmental thought leadership.

  • Ability to collaborate with business partners to build consensus and influence/prioritize outcomes.

  • Employ current and emerging data analysis tools and techniques.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

You will work with teams' from all WI operational areas, as well as Risk, Audit, Compliance, Systems and Agile Squads to evaluate processes and controls to identify and mitigate key risks to improve our control environment and our customer experience. Additionally, this role will demonstrate your data analytics abilities to identify data/servicing issues/anomalies requiring research, correction, and strategic recommendations to help preclude recurrence in the future.

Certifications:

Category:

Risk

Fidelity'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.

PDN-9e8573dd-2069-4e8c-a8d2-ca13d9fff40d
Job Information
Job Category:
Insurance
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Senior Analyst-Strategic Control, Design, and Analytics
Fidelity Investments
Westlake, TX
Mar 26, 2025
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