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<h3><strong>Due Diligence Analyst</strong></h3> <p>The Due Diligence Investigations group provides discreet investigative support to various Fidelity business units to identify, mitigate and manage risk associated with existing and potential third-party business relationships, including vendors, financial services firms, and potential investments, among others. The group also provides litigation support, competitive intelligence, general background and ad -hoc investigative support. This role provides great exposure across many of Fidelity’s business units!</p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>You have the ability to conduct open-source intelligence (OSINT) research on a wide range of investigative issues, to include media, Internet, database research, litigation inquiries and verification of licensing requirements/regulatory compliance. </li><li>You can prepare investigative reports and analyses that are thorough, timely, well written and logical; reports and analyses may be recurring and/or project driven and require relevant conclusions. </li><li>You are able to lead client relationships to maintain high level of service standards; identify and develop opportunities to enhance relationships with existing clients. </li><li>You have the ability to handle a challenging case load while meeting time-sensitive deadlines. </li><li>You have excellent communication skills and enjoy working in a collaborative environment </li></ul> <h3><strong>The Team</strong></h3> <p>As a member of the Due Diligence Investigations group, you will be an essential part of protecting the Fidelity brand. You will provide critical investigative research support services to internal Fidelity business units, ensuring that Fidelity is engaging with the right external partners that will ultimately limit potential reputational or operational risk.</p> <p>As a member of the broader Fidelity Risk Group, you will serve as an example to peers across the organization, ensuring that Fidelity’s high ethical and moral standards are upheld on a daily basis.</p> <p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p> <p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is meaningful for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p> <p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.<br> <br> The hourly pay rate range for this position is $25-$30 per hour. <br> <strong><em>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</em></strong></p>

Fidelity TalentSource

Due Diligence Analyst

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Due Diligence Analyst to work at our Westlake, Texas office!</p> <p>This position provides critical investigative research support to a number of Fidelity business units including Global Security and Investigations, Procurement, Compliance, Legal, as well as Fidelity Institutional. The ideal candidate will bring a risk-focused approach to the role, can thrive in a constantly evolving environment, and has a passion for investigative research.</p> <h3>The <strong>Expertise </strong>We’re Looking For</h3> <ul> <li>Bachelor’s degree preferred; Regulatory compliance, research, and/or legal experience is preferred; Strong analytical skills; Strong computer skills (solid understanding of online database systems is a plus). </li><li>Ability to conduct investigative research </li><li>Proven fact gathering capabilities, along with strong quantitative and qualitative assessment skills for information obtained, in all forms, are required. </li><li>Outstanding business writing and oral communication skills. </li><li>Ability to handle multiple projects and prioritize items accordingly. </li><li>Prior legal research and/or familiarity with state/federal court systems or court procedures is preferred. </li><li>Strong collaboration, teamwork and relationship skills. </li><li>Able to accept delegated tasks and complete assignments under tight time constraints. </li><li>Interest in or experience as a security professional in a financial service firm, or operations analysis, Compliance or Audit functions a plus </li></ul> <h3>The <strong>Purpose </strong>of Your Role</h3> <p>This team provides discreet investigative support to identify, mitigate and manage risk associated with existing and potential third-party business relationships, including vendors, financial services firms, and potential investments, among others. The group also provides litigation support, competitive intelligence, general background and ad -hoc investigative support.</p> <h3>The <strong>Skills </strong>You Bring</h3> <ul> <li>Conduct open-source intelligence (OSINT) research on a wide range of investigative issues, to include media, Internet, database research, litigation inquiries and verification of licensing requirements/regulatory compliance. </li><li>Prepare investigative reports and analyses that are thorough, timely, well written and logical; reports and analyses may be recurring and/or project driven and require meaningful conclusions. </li><li>Manage client relationships to maintain high level of service standards; identify and develop opportunities to enhance relationships with existing clients. </li><li>Handle a challenging case load while meeting time-sensitive deadlines. </li><li>You have excellent communications skills and enjoy working in a collaborative environment. </li></ul> <h3>The <strong>Value </strong>You Deliver</h3> <ul> <li>Analyzing research findings to identify risks associated with proposed and existing relationships. </li><li>Communicating clearly and with confidence to business clients, senior management and peers. </li><li>Participating on ad-hoc investigations or other special projects that benefit f rom your subject matter expertise. </li><li>Being part of an integrated team across Fidelity Enterprise Risk Management (FERM). </li></ul> <h3>How Your Work <strong>Impacts </strong>the Organization</h3> <p>You will be a crucial part of protecting the Fidelity brand. You will provide critical investigative research support services to internal Fidelity business units, ensuring that Fidelity is engaging with the right external partners that will ultimately limit potential reputational or operational risk. You will lead by example to peers across the organization, ensuring that Fidelity’s high ethical and moral standards are upheld daily.</p>

<h3><strong>Job Description:</strong></h3> The Contracts Document Specialist manages the contracts team mailbox by assisting internal business partners with their requests and questions. The Contracts Document Specialist will work closely with sales, relationship management and implementation teams to drive efficient contract processes in support of Fidelity’s defined contribution, defined benefit, tax exempt and health &amp; welfare practices. In addition, the Contracts Document Specialist will work on multiple internal contract tasks such as reporting, importing documents, projects, and processing workflows. <h3><strong>The Expertise You Have</strong></h3> <ul> <li>Bachelor’s degree preferred. </li><li>Experience in areas of operations, process improvement, project management, and/or internal controls </li></ul> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>Your effective relationship management skills </li><li>Your strong project management skills </li><li>Ability to respond to shifting priorities while maintaining progress of regularly scheduled work. </li><li>Ability to work productively in a team environment and support common goals. </li><li>Exposure to Defined Contribution (US retirement service industry) is a plus, but not required. </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Providing outreach and education regarding the contracting process and requirements </li><li>Ensuring efficient and seamless delivery of contracting services and integrating the contracting process into business unit’s processes and procedures </li><li>Acting as a liaison across multiple functions </li></ul> <h3><strong>The Team</strong></h3> The Contracts team is an organization of professionals who lead the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner closely with the business and internal legal teams in all phases of the contracting process. We strive to build strong client relationships, while protecting the firm from risk. <h3><strong>Company Overview </strong></h3> At Fidelity, we are enthusiastic about making our financial expertise universally accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com. Fidelity Investments is an equal opportunity employer.<br> Fidelity will accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accomodations@fmr.com" target="_blank">accomodations@fmr.com</a> or call 800-835-5099, prompt two, option two if you want to request an accommodation.

Contracts Documents Specialist

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Calypso Analyst to work in Westlake TX, Boston MA, Merrimack NH or Jersey City NJ.</p> <h3><strong>The Role</strong></h3> <p>The Middle Office Operations division within Fidelity Fund and Investment Operations (FFIO) is looking for a forward-looking self-starter who thrives in a fast-paced environment. This individual must combine their validated ability to collaborate and customer focused mentality with solid analytical and development skills to provide creative and complete solutions to complex business and technical problems!</p> <h3><strong>The Expertise &amp; Skills You Bring</strong></h3> <ul> <li>3+ years of business or systems analysis experience (within financial services industry preferred)</li> <li>Derivative Trade Processing and Collateral Management domain expertise from a business and/or technology</li> <li>Experience with Calypso Configuration &amp; CATT tool</li> <li>Experience in defining clear and concise requirements for and providing support for Financial applications</li> <li>Experience with JIRA, Postman, Excel, SQL, and Microservices based applications preferred</li> <li>Ability to understand the technology and software architecture of an application</li> <li>Strong analysis skills, with a proven track record of delivery of sophisticated technology projects</li> <li>Bachelor's degree or equivalent experience in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field</li> <li>Good interpersonal, relationship management and facilitation skills. You are a strong contributor with a dynamic work style</li> <li>Ability to establish and maintain positive relationships with business partners and technology</li> <li>Confident with having trade off conversations with business partners</li> <li>A consistent track record of excellent written and verbal communication skills with business and technical team members across the organization</li> </ul> <h3><strong>The Team</strong></h3> <p>Middle Office Operations is responsible for middle office trade processing, trade settlements, corporate actions, income collection, cash management, cash and position reconciliations, securities lending, and transfer agent control and reconciliation. Within Cash and Positions, our applications support Derivatives and Repo trades, collateral, and securities lending.</p> <h3><strong>COVID Work Policy</strong></h3> <p>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.</p> <h3><strong>Dynamic Working – Post Pandemic</strong></h3> <p>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style!</p> <p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.<br> <br> The hourly pay rate range for this position is $100.00-125.00 per hour. <br> <br> <strong><em>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</em></strong><br> </p>

Calypso Analyst

<strong>The Role</strong><br> <br> As a Senior Business Analyst, you will join a team of enthusiastic Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.<br> <br> <strong>The Expertise and Skills</strong> <ul> <li>Education BS or BA Required </li><li>Experience: <ul> <li>5 – 7 years of Business Analysis experience required <ul> <li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li></ul> </li></ul> </li><li>The ability to critically analyze complex business requirements/product issues. </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired. </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories. </li><li>Ability to function at an elevated level in an exciting Agile work environment. </li><li>Strong technical skills and an ability to apply them in an analytical process. </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure. </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul> <strong>The Value You Deliver</strong> <ul> <li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint. </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions. </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design. </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities. </li><li>Perform root cause analysis when issues arise before and after code migrations. </li><li>Assist with training, mentoring, and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad. </li></ul> <strong>Company Overview</strong><br> At Fidelity, we are enthusiastic about making our financial expertise universally accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Business Analyst

<strong>The Role</strong><br> The Analyst role is a crucial part of the Carrier Management Team as we look to help millions of Americans make Medicare decisions. You will support our team as we look to expand our business nationwide. Key attributes that make up a successful Analyst are highly motivated, “self-starters” with a sense of ownership and are driven to succeed. You are successful working individually as well as within a team structure.<br> <br> The role will include analyzing data and market trends to meet business objectives, research on insurance carriers and state regulations, assisting in support to our sales team, sales team onboarding, updating guides, cheat sheets, and reference materials for the sales teams, and various other projects as they arise.<br> <br> <strong>The Expertise and Skills You Bring</strong><br> Experience <ul> <li>Bachelor’s degree or equivalent experience </li><li>Experience in project management, operations, and data analysis preferred </li><li>Proven experience in requirements gathering, process documentation, and business analysis </li><li>Proven analytical, critical thinking, and problem-solving skills </li><li>Experience in the healthcare industry or Medicare is preferred, but not required </li></ul> <strong>Skills</strong> <ul> <li>Superb communication skills that include an ability to actively listen, ask clarifying questions, and show an understanding of the needs of the stakeholder </li><li>Ability to handle multiple tasks simultaneously and remain focused with a positive demeanor when faced with unexpected situations, demanding business partners, and/or changing conditions </li><li>Strong computer and application skills, including Microsoft Office, SharePoint, and Zoom </li><li>Ability to make recommendations based on data analysis </li><li>Ability to find opportunities to drive business and process improvements </li><li>Ability to translate business requirements to viable business solutions </li><li>Strong decision making skills and follow-through </li><li>A passion for collaboration and building productive working relationships with internal and external business partners </li><li>Excellent professional interpersonal skills </li><li>Enthusiasm, energy, execution, and eagerness to learn </li></ul> <strong>The Team</strong><br> The Carrier Management Team enables our sales team to be able to offer Medicare coverage solutions to our customers. We do this by partnering with insurance carriers, overseeing the licensing and contracting process, and developing our carrier relationships. Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. We are a health insurance broker, selling plans from insurance carriers.

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Business Analyst to work Hybrid at our Westlake, TX facility.<br> <br> <strong>Description</strong><br> The Associate Business Analyst is part of a team that enables the Corporate Technology Group to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates. The Associate Business Analyst works closely with business teams to gain understanding of processes and the context in which the business operates. This role is responsible for documenting the capabilities needed to address operational and technological challenges through targeted improvements.<br> <br> <strong>The Team</strong><br> Fidelity’s reputation is built on trust. The mission of Enterprise Compliance is to maintain the firm’s unwavering integrity through the highest professional standards. Enterprise Compliance consists of several key functions including Ethics, Strategy and Planning, Employee Compliance, Workplace Solutions Compliance, Advice Solutions Compliance, Regulatory Compliance, Global Sanctions and Risk Assessment and Testing. The Ethics Office plays a vital role in supporting associates at Fidelity by interpreting laws, regulations, and standards into workable compliance measures, fostering a culture of compliance and ethics through training and awareness efforts, and ensuring program effectiveness through monitoring and reporting.<br> In this role, you will help ensure that Fidelity protects its reputation by providing operational and project management to the team. We are seeking a candidate with a strong project management, technology, and business analysis background, who can thrive in a challenging, deadline-driven team environment. The ideal candidate will apply critical thinking to analyze complex requirements and identify and implement process improvements. Our group is passionate about modernizing compliance using technology, data analytics and process automation. We are looking for someone who is just as driven as we are to find innovative solutions to address compliance needs. <br> <br> The <strong>Expertise</strong> You Have <ul> <li>Bachelor’s degree required </li><li>Previous project management, business analysis or technology environment experience preferred </li><li>2+ years of relevant experience </li><li>Problem solving and data analytical skills </li><li>Positive attitude and goal-driven </li><li>Strong presentation, written, and interpersonal communication skills </li></ul> The <strong>Skills</strong> You Bring <ul> <li>Your communal working style with good interpersonal, relationship management, and facilitation skills </li><li>Your ability to take initiative; your actions and decisions are driven by customer needs </li><li>Your aim to understand business problems and needs as deeply as you can and translate those needs to technical requirements in support of a solution design </li><li>Your collaboration and presentation skills </li><li>You’re a problem-solver and inspire creative solutions </li><li>You can handle multiple tasks and priorities simultaneously </li><li>Your proficiency in MS Word, Excel, PowerPoint and Visio </li></ul> The <strong>Value</strong> You Deliver <ul> <li>Assisting in gathering and documenting business requirements with business users and translating them into functional specifications </li><li>Executing test plans and cases with key stakeholders, ensuring that system tests are successfully completed </li><li>Contributing in projects from gathering initial requirements through implementation </li><li>Facilitating communication between technology team and business users for delivery of effective solutions </li><li>Working closely with Product Owners to determine project estimates, deadlines, and deliverables </li><li>Assisting in performing analysis of current processes and recommending improvements </li><li>Reviewing business user feedback and backlogs to continuously improve solutions </li><li>Working closely with technology team to assist in the analysis and resolution of production support issues </li></ul> <br> <br> How Your Work <strong>Impacts</strong> the Organization<br> In this role, you will help ensure that Fidelity associates comply with a broad range of securities laws and regulations. By being customer obsessed, you will help associates meet their compliance obligations. You will think and work across Fidelity by partnering and driving solutions with our business and control function partners. By taking risks and valuing pace over perfection, you will help drive innovation in the compliance space.

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