Due Diligence Analyst
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Due Diligence Analyst to work at our Westlake, Texas office!
This position provides critical investigative research support to a number of Fidelity business units including Global Security and Investigations, Procurement, Compliance, Legal, as well as Fidelity Institutional. The ideal candidate will bring a risk-focused approach to the role, can thrive in a constantly evolving environment, and has a passion for investigative research.
The Expertise We’re Looking For
- Bachelor’s degree preferred; Regulatory compliance, research, and/or legal experience is preferred; Strong analytical skills; Strong computer skills (solid understanding of online database systems is a plus).
- Ability to conduct investigative research
- Proven fact gathering capabilities, along with strong quantitative and qualitative assessment skills for information obtained, in all forms, are required.
- Outstanding business writing and oral communication skills.
- Ability to handle multiple projects and prioritize items accordingly.
- Prior legal research and/or familiarity with state/federal court systems or court procedures is preferred.
- Strong collaboration, teamwork and relationship skills.
- Able to accept delegated tasks and complete assignments under tight time constraints.
- Interest in or experience as a security professional in a financial service firm, or operations analysis, Compliance or Audit functions a plus
The Purpose of Your Role
This team provides discreet investigative support to identify, mitigate and manage risk associated with existing and potential third-party business relationships, including vendors, financial services firms, and potential investments, among others. The group also provides litigation support, competitive intelligence, general background and ad -hoc investigative support.
The Skills You Bring
- Conduct open-source intelligence (OSINT) research on a wide range of investigative issues, to include media, Internet, database research, litigation inquiries and verification of licensing requirements/regulatory compliance.
- Prepare investigative reports and analyses that are thorough, timely, well written and logical; reports and analyses may be recurring and/or project driven and require meaningful conclusions.
- Manage client relationships to maintain high level of service standards; identify and develop opportunities to enhance relationships with existing clients.
- Handle a challenging case load while meeting time-sensitive deadlines.
- You have excellent communications skills and enjoy working in a collaborative environment.
The Value You Deliver
- Analyzing research findings to identify risks associated with proposed and existing relationships.
- Communicating clearly and with confidence to business clients, senior management and peers.
- Participating on ad-hoc investigations or other special projects that benefit f rom your subject matter expertise.
- Being part of an integrated team across Fidelity Enterprise Risk Management (FERM).
How Your Work Impacts the Organization
You will be a crucial part of protecting the Fidelity brand. You will provide critical investigative research support services to internal Fidelity business units, ensuring that Fidelity is engaging with the right external partners that will ultimately limit potential reputational or operational risk. You will lead by example to peers across the organization, ensuring that Fidelity’s high ethical and moral standards are upheld daily.