Job Description:
Position Description:
Manages, monitors, and responds to multiple requests for preservation and collection of electronically stored information (ESI), including emails, instant messages, electronic documents, call recording, and other electronic data sources. Monitors and maintains accurate metrics and detailed tracking information related to preservation and collection efforts in the workflow system. Contributes to the collection of ESI data to meet the regulatory requirements. Ensures accuracy of the data preserved or collected and confirms that the search yielded the desired results. Delivers data accurately in a timely fashion, and in large corporate environments. Provides technical expertise and assists in application problems, new releases, new applications, systems, and infrastructure.
Primary Responsibilities:
- Defines enterprise-level support strategies in systems services.
- Develops and implements best practices for systems support.
- Advises senior leadership on support operations and service improvements.
- Mentors junior analysts.
- Performs independent and complex technical and functional analysis for multiple divisional initiatives.
- Develops innovative solutions to enhance support efficiency and service delivery.
- Recommends and implements ESI collection processes and procedures to facilitate the ESI preservation process.
- Defines the processes and policies for team operations to improve compliance in regulatory requirements.
- Participates in the development of tools used to facilitate operational procedures.
- Completes technical service requests.
- Drives incident management and resolutions, and identifies root cause and coordination of fixes.
- Responsible for the creation and documentation of disaster recovery procedures.
- Creates contingency plans covering key areas of vulnerability within the system.
- Coordinates systems installation and configuration of systems installation and infrastructure changes.
- Responsible for the maintenance of system diagrams and operational procedures.
- Develops tools to automate the collection and analysis of operational data.
Education and Experience:
Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Systems Services and Support Analyst (or closely related occupation) providing eDiscovery support across the Electronic Discovery Reference Model (EDRM) lifecycle, within a legal and regulatory environment.
Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Systems Services and Support Analyst (or closely related occupation) providing eDiscovery support across the Electronic Discovery Reference Model (EDRM) lifecycle, within a legal and regulatory environment.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise (“DE”) performing in the full EDRM lifecycle, which includes performing data analysis across multiple eDiscovery platforms and performing quality control; managing defensible production protocols for litigation and regulatory matters, using MS Purview Modern UX Premium, Global Relay (a WORM-Compliant Retention platform), and EnCase Information Assurance; and providing eDiscovery support across the EDRM lifecycle within a legal and regulatory environment, using tools -- Microsoft Purview (Modern UX), Global Relay, and EnCase Information Assurance.
- DE conducting data analysis using industry-standard eDiscovery platforms -- -- Global Relay, Purview Modern UX Premium (M365), Amazon Web Services (AWS), EnCase Information Assurance, Trident, Clearwell, and EverLaw; and managing data and governance, including retention policies, archiving, structured and unstructured data handling, and integration of cloud-based data sources (Microsoft 365, SharePoint, and Teams).
- DE managing and supporting complex, multi-jurisdictional eDiscovery projects, regulatory investigations, and class actions by handling diverse types of ESI across various data sources and formats, using MS Purview Modern UX Premium, Global Relay, EnCase Information Assurance, data processing, exception handling, metadata validation, review metrics, and case reporting and quality control reporting.
- DE developing SOPs and training programs in eDiscovery best practices, handling regulatory investigations and enforcement matters (including FINRA and SEC cases), and managing ESI collection, review, and production in compliance with U.S. FRCP, GDPR, CCPA, and HIPAA.
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Certifications:
Category:
Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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.