11 financial analyst jobs found in Westlake, TX

Fidelity Investments Job Description: The Role FFIO's Global Middle Office is seeking a highly motivated Senior Analyst to fill a role in our Reconciliation department with dynamic responsibilities. This role will be responsible for a range of the Claims Team tasks but will also assist the team with complex position confirmations. Limited opportunities for tax reclaims, audit support, and other work also exist. The Expertise and The Skills You Bring Experience with FCR and/or any type of reconciliation work strongly preferred Experience with Outlook, Word, and Excel strongly preferred Experience with InvestOne strongly preferred Knowledge of custodian, transfer agent, and auditor functions preferred Knowledge of Agile practices and an Agile mindset preferred Bachelor's or other degree preferred Highly motivated-a self-starter who is eager to learn Diplomatic: excellent communication skills Strong work ethic, motivation, and proactive Outstanding ability to...

Fidelity Investments Job Description: We are seeking a detail-oriented and collaborative Quality Assurance P roduct Analyst to support the full product development lifecycle. This role is responsible for gathering and documenting detailed front-end requirements, defining testing strategies, and executing product acceptance testing to ensure high-quality product delivery. This role will work closely with product managers, engineers, and business stakeholders to translate business needs into actionable user stories and ensure solutions meet expectations through detailed testing. Responsibilities include: Discovery & Requirements Definition Write and maintain detailed requirements that meet the Definition of Ready Collaborate with UX, Legal, Compliance, Risk, and Business stakeholders to define product requirements and ensure alignment with regulatory and operational standards Maintain and update analysis artifacts (e.g., use cases, process flows, business...

Fidelity Investments Job Description: Principal Systems Analyst The Brokerage Technology Customer Communications team, in Fidelity Wealth Technology, is looking for a passionate systems analyst to dig into legacy systems to support modernization. Our Systems Analysts work closely with architecture and software engineering to deliver a roadmap for new systems. The Purpose As a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of the components of our applications, data flow, integrations and inputs and outputs of the platform. The ideal candidate should be curious, detailed oriented and collaborative. The Expertise You Have Deep knowledge of Mainframe COBOL, VSAM files, Batch/Online Process, Batch Scheduler, IOM (Input/Output Modules) and CICS. Proven experience with Structured Query Language (SQL) preferably worked with DB2, Oracle and/or Postgres and digging into data using logging tools. Proven professional...

Fidelity Investments Job Description: Senior Manager, Business Insights The Role The Senior Manager, Business Insights, is a cornerstone role on the Abandoned Property and Legal Operations Team. The Senior Manager will be at the intersection of business, analytics and technology. The Senior Manager will be supporting end-to-end data management, analytics and reporting function, as well as strategy and planning activities, tracking key initiatives and priorities, and measuring progress for Abandoned Property and Legal Operations team. We welcome candidates who are either technologists/data analysts seeking greater business exposure, or business professionals with strong interest and skills in technology, data management, and analytics. Data Management, Analytics and Reporting: You are someone who can move seamlessly between business, analytical and technical environments, understand data at both conceptual and practical levels, and can present insights in a clear...

Fidelity Investments Job Description: Principal Machine Learning Ops Engineer As a Principal Machine Learning Ops Engineer within the Enterprise Data Science Platform team, you will create frameworks to support large-scale ML infrastructure and pipelines, including tools for the containerization and deployment of ML models. Collaborating with Data Scientists, you will develop advanced analytics and machine learning platforms to enable the prediction and optimization of models. You will extend existing ML platforms for scaling model training and deployment, and partner with various business and engineering teams to drive the adoption and integration of model outputs. This role is essential in leveraging Data Science to deliver exceptional customer experiences in financial services. The Team The enterprise data science platform (part of the Fidelity Data Architecture team in the Enterprise Technology BU) is focused on delivering AI/ML solutions for the organization. As...

Fidelity Investments Job Description: Director DevOps Architecture, FFIO Architecture THE ROLE Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. FFIO is actively seeking a hands-on DevOps Architect to design and implement automated software development and delivery pipelines, defines cloud infrastructure strategy, strong knowledge of security controls and provide tools and practices to enhance productivity and reliability. RESPONSIBILITIES Develop the overall DevOps strategy, select appropriate architecture frameworks, tools, design automated infrastructure & delivery pipelines and patterns Define cloud environments and implement security best practices, including secure design patterns and compliance controls Architect and own the implementation of robust, highly scalable solutions, to ensure flawless...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. Director of Distributed Storage Engineering About the Role As the Director of Distributed Storage Engineering, you will lead initiatives across multiple product areas to deliver high-performing, cost-effective, and reliable storage solutions for business-critical workloads supporting all areas of the firm's financial services. You will collaborate with technology leadership and architects to define target architectures, establish product roadmaps, and drive strategic decisions for distributed storage services. What You'll Do Define vendor strategies and create business cases that clearly outline technological capabilities and costs for executive decision-making. Influence the direction of distributed storage services and present strategies to executive leadership. Report regularly on the progress of critical projects and ensure alignment with...

Fidelity Investments Job Description: Position Description The WI Strategic Design and Analytics Manager supports the Workplace CAPS organization, and specifically the Quality Management function, in proactive identification of significant risk and implementation or enhancement of mitigating controls, operational improvements, and automation. This position requires an organized, creative, and collaborative associate with deep risk, control, and process knowledge. Responsible for the development of automated workflows, dashboards, and data queries that support establishment of systemic controls to mitigate gaps in the control environment. This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis where system reporting is not available or insufficient. The focus of this work spans all WI operational areas, requiring collaboration with management across Quality, Operations, Systems/Technology, Product,...

Fidelity Investments Job Description: Compliance Director, Cash Management and Payments The Role The Compliance Director position is a role within the Wealth and Brokerage (W&B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features. The Expertise and Skills You Bring Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required. Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings. Familiar with and developed a payment/debit card program with a focus on policies and...

Fidelity Investments Job Description: Health & Welfare - Health Care Program Manager The Health & Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity. The Expertise We're Looking For Bachelor's degree or equivalent years of industry experience 5-8 years of Health and Welfare benefits service experience 5+ years of professional experience (and demonstrated competence, depth, and breadth) Prior H&W client implementation and\or platform migration experience Prior program management experience Experience in Agile preferred, but not required Proficient with Microsoft Office applications The Purpose of Your Role The Health & Welfare Health Care Program Management is a key member of the Health & Welfare (HW) Implementations and Platform Migrations team that services Fidelity...

Fidelity Investments Job Description: SENIOR MANAGER, ENTERPRISE TECHNOLOGY HR DATA ANALYTICS AND OPERATIONS The Role Be a part of the Enterprise Technology Human Resources team! Our team is responsible for driving and delivering technology and function-wide HR and talent strategies for Fidelity Technology organization. The Senior Manager, HR Data Analytics & Operations supports HR Operations for Enterprise Technology through both ad-hoc and programmatic initiatives. Responsibilities include managing operational transactions, reports, and requests that enable HR oversight. Acting as a subject matter expert in human capital data across Fidelity's Technology organizations, the Senior Manager delivers targeted research and analytics to inform decision-making across ET, the CIO Council, and the broader technology function. The position requires strong business communication skills to collaborate with senior leaders, sponsors, peers, and suppliers, translating insights...