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Fidelity Analyst Jobs in Raleigh, NC (NOW HIRING)

Fidelity Investments

Principal Software Engineer

Durham, NC · On-site

$130K - $174K/yr

The Role Fidelity Charitable is looking for experienced engineers who are hardworking, collaborative, analytical thinkers to help deliver the best digital solutions to our customers. The ideal ...

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Fidelity Investments

Principal Software Engineer

Durham, NC · On-site

$130K - $174K/yr

The Role Fidelity Charitable is looking for experienced engineers who are hardworking, collaborative, analytical thinkers to help deliver the best digital solutions to our customers. The ideal ...

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All JobsFidelity Analyst JobsFidelity Analyst Jobs in Raleigh, NC

Fidelity Analyst information

See Raleigh, NC salary details

$30.1K

$71.2K

$126.4K

How much do fidelity analyst jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fidelity analyst in Raleigh, NC is $71,212.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $84,600.00 per year, depending on experience, location, and employer.

What is a Fidelity Analyst?

A Fidelity Analyst is a professional who evaluates and monitors the accuracy, consistency, and integrity of processes, systems, or data within an organization, often in financial or compliance-related contexts. Their role typically involves auditing transactions, ensuring adherence to regulatory standards, and identifying discrepancies that could impact operational fidelity. Fidelity Analysts work to minimize risks, maintain data quality, and support organizational transparency. They may also assist in developing policies and procedures to improve overall system reliability and compliance.

What are the key skills and qualifications needed to thrive as a Fidelity Analyst?

To thrive as a Fidelity Analyst, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by a relevant degree. Familiarity with financial analysis tools, data management systems, and proficiency in Excel or similar software is typically required. Strong problem-solving abilities, integrity, and effective communication skills help distinguish top performers in this role. These competencies ensure accurate analysis, regulatory compliance, and the ability to clearly report findings to stakeholders, which are critical for organizational trust and decision-making.

How does a Fidelity Analyst typically collaborate with other departments to ensure data integrity and compliance?

Fidelity Analysts frequently work alongside teams such as compliance, audit, IT, and operations to monitor and validate data accuracy across financial systems. They often participate in cross-functional meetings to discuss data discrepancies, develop solutions for process improvements, and ensure that company policies align with regulatory standards. Effective communication and strong attention to detail are crucial, as Fidelity Analysts must clearly document findings and relay actionable insights to stakeholders. This collaborative approach helps maintain high standards of data integrity and supports the organization's risk management goals.

What is the difference between Fidelity Analyst vs Investment Analyst?

AspectFidelity AnalystInvestment Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, CFA or similar certifications common
Work EnvironmentFinancial firms, asset management companies, banksAsset management firms, hedge funds, investment banks
Employer & Industry UsageUsed in financial services focusing on client portfolios and fund managementUsed in analyzing securities, markets, and investment opportunities

Fidelity Analysts primarily focus on managing client portfolios and fund operations within financial firms, often requiring similar credentials as Investment Analysts. Investment Analysts concentrate on evaluating securities and market trends to inform investment decisions. While both roles require financial knowledge and certifications like CFA, Fidelity Analysts tend to work more directly with client accounts, whereas Investment Analysts focus on market research and security analysis.

How much do Fidelity analysts make?

Fidelity analysts typically earn an average salary ranging from $60,000 to $85,000 annually, depending on experience, location, and specific role. Entry-level analysts may start at lower salaries, while experienced professionals or those with specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What does a Fidelity Analyst do?

A Fidelity Analyst evaluates financial data, investment portfolios, and market trends to support decision-making and risk management within Fidelity or similar financial firms. They often use analytical tools and require strong quantitative skills, with roles typically involving report preparation, data analysis, and compliance monitoring.

What is the salary of a Fidelity Analyst?

The average salary of a Fidelity Analyst typically ranges from $60,000 to $90,000 per year, depending on experience, location, and specific responsibilities. Entry-level analysts may earn lower salaries, while experienced professionals with certifications can earn higher compensation. Benefits often include bonuses, health insurance, and retirement plans.

What are popular job titles related to Fidelity Analyst jobs in Raleigh, NC?

For Fidelity Analyst jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Fidelity Analyst jobs in Raleigh, NC look for?

The top searched job categories for Fidelity Analyst jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Fidelity Analyst jobs?

Cities near Raleigh, NC with the most Fidelity Analyst job openings:

Fidelity Analyst jobs near you
Infographic showing various Fidelity Analyst job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $71,212 per year, or $34.2 per hour.

Grants Senior Analyst - III

Fidelity Investments

Durham, NC • On-site

Full-time

Posted 5 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
Premium Operations, Senior Operations Specialist (Grants)
Fidelity Charitable is looking for top notch customer service professionals to work on the Premium Services team Durham, North Carolina. As a Senior Operations Specialist, you will be a primary point of contact for our Premium Services Team.
The Expertise we're Looking For:
  • Bachelor's degree
  • 2-3 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required
  • Strong and effective verbal and written communication skills
  • Demonstrated attention to detail, with good follow-through
  • Strong organizational, planning, multi-tasking, time management skills
  • Demonstrated problem solving skills
  • Ability to work under pressure and within tight deadlines
  • Demonstrated ability to identify and mitigate potential areas of risk
  • Working knowledge of Fidelity systems (XTRAC, RepApp), a plus

The Purpose of Your Role
The Senior Operations Specialist is a member of the Service Delivery Client Services team, specifically with the Premium Services Team, working closely with Premium Service. You will primarily be responsible for the timely and accurate processing and researching of grants recommendations for High Net Worth donors. The CMR will process standard and non-standard grant requests, meet program SLA's, assist with monitoring the Grant Team Inbox, prioritize expedited requests without sacrificing quality, produce adhoc grant reporting, run scripts for bulk grant requests, and proactively communicate status updates to PDG Service. As a member of FC's Service Delivery team, the CMR will be part of a highly motivated, fast-paced team, must have a strong understanding of service operations, and must be able to manage priorities well. The CMR will provide guidance and education and ensures Fidelity Charitable is surpassing all of the UHNW Donors' needs.
You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!
The Skills You Bring
  • You have a high sense of urgency and understand when to escalate
  • Your strong and effective verbal and written communication skills
  • Your very best problem-solving skills with excellent follow-through
  • Your strong organizational skills, planning, and time management
  • You are a team player with the ability to influence without authority
  • You are flexible with overtime as requested (especially December - Giving Season)

The Value You Deliver
  • Collaborating with internal Charitable business partners to fulfill special handling
  • Employing good sound judgment in decision making or problem resolution
  • Delivering a great customer experience with each interaction to help strengthen donor relationships
  • Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting
  • Process high value transactions
  • Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
  • Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
  • Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
  • Maintain up-to-date procedures for those functions for which responsible

How Your Work Impacts the Organization
The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization's employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Client Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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