Sr Analyst, Fraud Customer Experience

Fidelity Investments - Merrimack, NH

Full-time - Mid Level

Hybrid - Merrimack, NH

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sr. Analyst on the Fraud Customer Experience Team at Fidelity Investments plays a crucial role in managing and resolving fraud claims efficiently. This position involves overseeing the recovery, claims, and research processes, ensuring that resolutions are consistent and effective for end clients. The analyst will collaborate with various business units and legal teams, prepare detailed claim research for leadership, and may serve as an expert witness in legal proceedings. Strong analytical skills, attention to detail, and excellent communication abilities are essential for success in this role.

Responsibilities

• Own the recovery, claims, and deep research processes from beginning to end.
• Review claims, escalations, and fraud events to provide timely resolutions.
• Prepare claim research for presentation to leadership and legal teams.
• Facilitate meetings with management, business partners, and legal teams.
• Communicate fraud claims in a concise and thorough written manner.
• Manage a large case load and bring claims to fruition.
• Serve as an expert witness in arbitration for the legal team when necessary.

Requirements

• Bachelor's degree in finance, analytics, or a technical field, or equivalent work experience.
• Detailed knowledge of the financial services industry, particularly in workplace savings, retail, and institutional businesses.
• Experience with trading securities, including mutual funds, equities, and options.
• Proven analytical/problem-solving skills to address complex issues.
• Strong written communication skills for conveying fraud claims effectively.
• Ability to facilitate meetings with various audiences.

Nice-to-haves

• FINRA Series 63 certification.

Benefits

• Flexible benefits that support career stages.
• Hybrid working model combining onsite and offsite work experiences.
• Recognition as a top 10 Best Place to Work in 2024 by Glassdoor.