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Fidelity Analyst Jobs in Raleigh, NC (NOW HIRING)

Fidelity will not provide immigration sponsorship for this position Launch your tech career by ... Strong problem-solving and analytical skills * Hands-on project or internship experience (preferred)

Senior Consultant, Actuary

Durham, NC · On-site

$110K - $222K/yr

  • Medical

  • Retirement

  • PTO

Note: Fidelity will not provide immigration sponsorship for this position. The Role We are ... Training associates and analysts to ensure continued development of the staff. * Handling client ...

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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 Aug 17, 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 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:

Infographic showing various Fidelity Analyst job openings in Raleigh, NC as of August 2026, with employment types broken down into 87% Full Time, 7% Part Time, and 6% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $71,212 per year, or $34.2 per hour.

Director - Investment Oversight

Fidelity Investments

Durham, NC • On-site

Full-time

Re-posted 12 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services


Job description


Director, Investment Oversight
Note: Fidelity is not providing immigration sponsorship for this position
The Role
In this role you will lead the Investment Oversight Team, ensuring that the assets of Fidelity Charitable, including individual securities, long-only funds, and an array of alternative investments, are invested in a prudent manner and in line with investment policies and guidelines. Further, maintaining adequate liquidity for grantmaking and other obligations is critical to our mission: to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
This team provides subject matter expertise and is the primary point of contact for internal cross-functional business partners and for external advisors and donors seeking pertinent information regarding our investment program capabilities, guidelines, and policies.
You will lead, develop and guide a team of 2-3 associates to fulfill the following responsibilities:
  • Ensure effective and timely execution of oversight responsibilities.
  • Strengthen existing investment monitoring capabilities and analyses.
  • Prepare reports and research for Board of Trustees, senior management, and other key constituencies.
  • Foster strong, collaborative relationships with internal and external stakeholders.
  • Cultivate a sense of partnership and collaboration while supporting an inclusive and respectful work environment.
  • Mentor and develop team members to reach their full potential while adhering to Fidelity's leadership principles.

The Expertise and Skills You Bring
Required
  • Degree in Finance, Investments, Accounting, or a related field.
  • 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios.
  • Experience conducting and evaluating performance measurement and attribution of active managed portfolios.
  • In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio.
  • Experience with the creation of investment reporting to senior leadership and boards.
  • Experience leading a team of successful associates, including mentoring and career development.
  • Solid understanding of performance measurement, attribution, and evaluation.
  • Outstanding decision-making and problem resolution skills in a complex, cross-function business environment.
  • Demonstrated relationship building and influencing capabilities.
  • Excellent written and oral communication skills.
  • Strong project-management skills; can think end-to-end about processes and workflows.
  • Experience re-engineering processes and maintaining detailed documentation.

Preferred
  • Advanced degree and/or certification, e.g., CFA/CAIA Charter (or progress toward)
  • Experience with proxy voting and class actions.
  • Experience with investment management systems such as Morningstar Direct. Bloomberg, BARRA, Aladdin, etc.

The Team
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 the charitable organization's employees and supports all 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:
Pembroke Real Estate
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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