Due Diligence Analyst - Fidelity TalentSource LLC

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 in Westlake, TX!

The Due Diligence Analyst 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 mindset to the role, can thrive in an ever-changing environment, and has an enthusiasm for investigative research.

The Expertise We’re Looking For

• Bachelor’s degree preferred.
• Regulatory compliance, research, and/or legal experience is preferred
• Ability to conduct complex investigations.
• Outstanding business writing and oral communication skills.
• Prior legal research and/or familiarity with state/federal court systems or court procedures is preferred.
• Strong collaboration, teamwork and relationship skills.
• Ability to complete assignments under tight time constraints.
• Working knowledge of the financial industry and Regulatory space. 
• 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

The Due Diligence Investigations group  provides  discreet  investigative  support  to  various  Fidelity  business units 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

• Strong analytical, critical thinking and organizational skills.
• Experience with Microsoft office products.
• You have the ability to 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.
• You can 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.
• Ability to multi-task with strong time management skills.
• 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 in ad-hoc investigations or other special projects that benefit from your  subject  matter  expertise.
• Being part of an integrated team across Fidelity.

How Your Work Impacts the Organization
As a member of the Due Diligence Investigations group, you will be an essential 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.

Dynamic Working – Post Pandemic

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

 

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at 

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We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at

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Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit

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Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.