Senior Client Quality Analyst - 2022986
Company: Fidelity Investments
Location: Covington, KY
Posted on: May 7, 2021
Job Description:
Provides recommendations to clients to reduce Not In Good Order
(NIGOs) and address process gaps, improve cycle time, and minimize
workflow inefficiencies. Builds and develops major future quality
programs/initiatives. Develops and executes client-focused
operations, services, and process improvement initiatives. Develops
original and creative solutions to on-going quality efforts. Primary Responsibilities: Builds client engagement strategies for mid-to-highly complex
institutional clients. Works on complex assignments and often multiple phases of a
project. Develops business partner and client relationships. Owns and conducts process and root cause data analysis for
client engagements. Develops and organizes data and sampling strategies. Partners with data warehouse owners to obtain data needed for
research. Takes ownership of escalations related to sampling shortages or
research tool outages. Proactively investigates client workflows, tool adoption
initiatives, and home office strategies. Provides proactive and ongoing consultations with multiple
clients on process improvement solutions and opportunities to
improve the client experience. Coordinates and executes tactical initiatives in a team
environment. Manages work assignments and the distribution of work for the
Quality Specialist team. Organizes and runs team meetings and calibration sessions. Education and Experience: Bachelors degree (or foreign education equivalent) in Business
Administration, Finance, Accounting, Engineering, or a closely
related field and three (3) years of experience in the job offered
or three (3) years of experience applying Quality Management System
(QMS) principles to reduce Not In Good Order (NIGOs), improve cycle
times, and minimize workflow efficiencies. Or, alternatively, Masters degree (or foreign education
equivalent) in Business Administration, Finance, Accounting,
Engineering, or a closely related field and one (1) year of
experience in the job offered or one (1) year of experience
applying Quality Management System (QMS) principles to reduce Not
In Good Order (NIGOs), improve cycle times, and minimize workflow
efficiencies. Skills and Knowledge: Candidate must also possess: Demonstrated Expertise (DE) serving as a point of contact to
development teams to provide requirements to build new OutSystems
applications for NIGO research while providing ongoing feedback and
enhancement recommendations to the team on existing NIGO research
applications; delivering and leading user NIGO research application
training sessions; and communicating with business partners on the
strategic use of the NIGO research applications. DE leading and conducting data analysis and data-driven
projects; developing data strategies for ongoing client research
and ad hoc requests; partnering with data warehouse owners to
communicate data query requirements and ensure requests are
accurate; owning the reconciliation of data output and variance
clean-up using Microsoft Excel; performing root cause analysis to
uncover trends and provide client recommendations, using data
produced from team research in OutSystems and Excel; and leading
retrospective sessions to explore the refinement of data
strategies. DE preparing and delivering presentations to clients on ways to
reduce NIGOs and improve processes; gathering client NIGO and cycle
time data by extracting Business Object (BO) reports and team
research data from OutSystems; organizing and prioritizing NIGO,
cycle times, and research data in Microsoft Excel; and visualizing
NIGO reduction and process improvement opportunities, using Tableau
or Microsoft PowerPoint. DE connecting data sources and tables from database management
systems (Oracle and Microsoft SQL) to create dynamic, merged
reports in Tableau or Business Objects using structured SQL Query
Language; exporting and converting raw back-end data from
Outsystems to refined, presentable data in Excel, and presenting it
to internal business partners or external clients --
broker-dealers, registered investment advisors, and family offices;
and merging tables or reports to create dynamic dashboards through
data visualization with NIGO findings for presentations to internal
business partners or external clients. For full job details and to apply, please visit
https://jobs.fidelity.com/ and search for job number: 2022986.
Keywords: Fidelity Investments, Muncie , Senior Client Quality Analyst - 2022986, Finance , Covington, KY, Indiana
