Job Description


The Role

Fidelity's Risk Assessment and Testing Center of Excellence has set standards for performing risk assessments & controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is responsible for driving all aspects of the Sarbanes Oxley 404 program including timely execution of high-quality risk assessments, control attestation, control testing, identifying, and mitigating key risks, establishing relationships with business partners, reporting key performance indicators, playing a key role in team initiatives, and coaching team members.

The Expertise and Skills You Bring

  • Bachelor's degree in accounting or related field, CPA a plus
  • 6+ years industry experience, including audit or financial services risk management.
  • Knowledge of accounting practices and financial services industry.
  • Fund accounting and operations knowledge, specifically related to alternative investments, preferred. 
  • Prior experience with Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.
  • Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.
  • Proven problem solving, analytical, organizational, and project management skills.
  • Ability to influence others to get the job done and partner with other areas of Fidelity.
  • Thrives in a dynamic organization where priorities shift to respond to business needs.
  • Advanced MS Excel skills and proficiency in MS Word.
  • Accountable for delivering results in an accurate and timely manner.
  • Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.
  • Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.
  • Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.
  • Ability to manage multiple tasks; and provide supervision and direction to less experienced associates.
  • Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.

The Value You Deliver

  • Conduct in depth risk assessments and control testing.
  • Promote a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.
  • Participate in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.
  • Promote a culture of risk management by forming relationships and creating awareness about the risks facing our business partners and organization.

  • Analytical Thinking
  • Communications Skills
  • Excel
  • Investment Analysis
  • Problem Solving
  • Risk Analysis
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