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Analyst, Quality Assurance - Process Automation - IWMS Client Experience

Fidelity

Fidelity

IT, Quality Assurance
Westlake, TX, USA
Posted on Jun 4, 2025

Job Description:

The Role

The Quality Analyst, Process automation works within the Quality Management System (QMS) to enable CE and its business partners to exceed our customers’ expectations. The Quality Analyst combines business knowledge, technical expertise, and operational quality methodology to ensure the business can reach its efficiency. The Quality Analyst will work within a constantly evolving and growing environment to handle projects that will provide solutions using tools and technologies like Business Objects, Blue Prism, OutSystems and Tableau.

Project duties will include:

  • Working with internal and external partners to understand an existing process, design and detail an automated solution, coordinate development and testing activities and deliver the process into the production environment.

  • Collaborate with the quality specialists, work leads and managers to provide more in-depth issue level research to develop recommendations to address gaps, risks and inefficiencies in process.

  • The analyst may have some business partner relationship responsibilities and will participate in cross-organizational projects to drive internal quality and business partner process and technology improvements.

The Expertise and Skills You Bring

  • Minimum of 0-2 years of experience in a processing or quality review role, including demonstrated success working as a domain expert in a fast-paced environment.

  • A Bachelor's degree or equivalent experience, preferably in Computer Science, Information Technology, Information Systems or Engineering

  • Experience with task automation (RPA) tools (Blue Prism, Power Automate, Excel Macros) preferred

  • Ability to write SQL queries to extract data from relational databases

  • Experienced in process design and analysis

  • Experienced in using process improvement tools and techniques

  • Financial Services experience preferred

  • Using critical thinking skills and analysis to solve and present recommendations for process improvements

  • Experience working closely with business functions, developing, and analyzing requirements, creating test cases, and preparing reports, user guides, and other supporting materials

  • Solid project management and organizational skills; the ability to multi-task and prioritize concurrent assignments with a keen sense of urgency is imperative

  • Ability to make critical decisions with little to no supervision, work well autonomously and work cross-functionally within the broader quality team

  • Effective communication, both verbal and written

The Value You Deliver

  • Provide proactive consultation and process improvement solutions and uncover opportunities to further improve the client experience

  • Develops recommendations to address gaps, risks, and inefficiencies in processes

  • Identifies wastes and duplication in the existing process and analyzes changes or improvements to attain process efficiency

  • Redesign existing and new business processes and controls to fit within an automation framework with an eye towards risk reduction

  • Implement and deliver work in a fast-paced environment

  • Enabling FI to exceed our customers’ expectations by ensuring the business can reach its maximum efficiency and effectiveness

  • Great teammate with a proven desire to share and contribute to the team’s success

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Quality

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.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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