Health and Welfare Senior Business Analyst
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will analyze and define complex client requirements for annual enrollment and ongoing projects. You will perform data analysis, identify requirement issues, support acceptance testing, validate and remediate data, conduct root-cause analysis, create training materials, and mentor new associates.
Requirements
- Bachelor’s degree or equivalent industry experience
- 5–7 years of business analysis experience
- At least 5 years of direct Health and Welfare Annual Enrollment experience
- 5–7 years of benefits administration, outsourcing administration, or similar experience
- Organizational, time management, facilitation, and prioritization skills
- Ability to analyze complex business requirements and product issues
- Understanding of business-process lifecycles, data process flows, and plan-level provisions
- Understanding of record-keeping systems and regulatory environments
- Technical and analytical skills
- Written and verbal communication skills
- Ability to develop, follow, and execute documented procedures
- Advanced Microsoft Office skills
Responsibilities
- Define and analyze complex client requirement changes for annual enrollment and ongoing projects
- Perform data analysis and reporting for client decisions
- Identify business requirement issues and recommend functional solution modifications
- Define system acceptance test scenarios
- Support business acceptance testing through test setup, data mining, data mocking, and test execution
- Validate testing results against client and product requirements
- Perform root-cause analysis before and after code migrations
- Perform data and client validations and remediations
- Create training and reference materials
- Participate in procedure improvement initiatives
- Train, mentor, and coach new associates
- Perform quality assurance validation checks
Benefits
- Fully paid parental leave
- On-site health and wellness centers