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Senior Compliance Advisor - Reporting & Analytics

AT Fidelity Investments
Fidelity Investments

Senior Compliance Advisor - Reporting & Analytics

North Smithfield, RI

Job Description:

As a Senior Compliance Advisor - Reporting & Analytics in the Strategy & Framework group Compliance, you will work with your manager & leaders within FI & FBOT Compliance as well as our Compliance and Risk business partners to:

  • Build and Produce reports supporting the compliance program's central initiatives.
  • Work with compliance members to retrieve data and communicate best practices for executive-level reporting.
  • Analyze data to identify trends, gaps and other areas of concern driving transparency for senior leaders.
  • Perform QC checks and analysis on reporting systems, data submissions, regulatory rules and regulatory enforcements.
  • Assist in developing and maintaining our internal reporting systems.
  • Develop improved reporting to optimally measure compliance program health

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The Expertise and Skills You Bring

  • Forward thinking, analytical, organized, clear communicator and attention to detail.
  • Strong reporting capabilities and solid understanding of workflow tools, including Excel, Power BI, Tableau, PowerPoint, Archer.
  • Ability to balance multiple initiatives and responsibilities within prescribed timelines.
  • Experience with presenting to senior leaders.
  • Ability to process large amounts of data and translate it into clear informative reports.
  • Experience working in compliance, legal or risk.
  • Proven track record to tackle projects delivering high quality results

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Fidelity Institutional (FI) offers clearing, custody, investment products, brokerage, and trading services to a broad range of financial intermediary firms and institutional clients. The mission of FI Compliance is to maintain the highest professional compliance standards, while supporting fast-paced product, service, and system development. To realize this mission, we provide the tools and resources needed to ensure FI's compliance with regulations and Fidelity policies. Fund and Brokerage Operations & Technology (FBOT) supports Fidelity's fund, brokerage, capital market, custody, and clearing solutions. FI & FBOT Compliance supports several businesses within FI, including Fidelity Capital Markets, Client Experience, Products and Advisory Solutions, Client Relationship, and Strategy, Analytics, Market Readiness, and FBOT.

Certifications:

Category:

Compliance
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.

Client-provided location(s): Smithfield, RI, USA; Westlake, TX, USA; Covington, KY, USA
Job ID: Fidelity-2106769
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

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