Fidelity Investments
Health and Welfare Sr Business Analyst
Westlake, TX
Jun 7, 2025
Full Job Description

Job Description:

Sr. Business Analyst

The Health & Welfare Sr. Business Analyst will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.

The Expertise We're Looking For

  • Bachelor's degree or equivalent years of industry experience
  • 3+ years of Health and Welfare benefits service experience
  • 3+ years of experience (and demonstrated competence, depth, and breadth) of professional experience
  • Prior client implementation and\or platform migration experience a plus
  • Experience in Agile preferred, but not required
  • Proficient with Microsoft Office applications

The Purpose of Your Role

The H&W Sr. Business Analyst is a key member of the Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable technology while continually improving your knowledge of our Health & Welfare benefits administration landscape.

The Skills You Bring

  • Ability to independently handle one's own workload
  • Regulatory and legislative knowledge in aligned service area
  • Understanding of benefits administration systems
  • Demonstrates superb communication skills (written and verbal)
  • Ability to conduct analysis and document findings
  • Procedure execution and process improvement

The Value You Deliver

  • Align, plan, and implement new product capability delivery with in-flight implementations
  • Drive and / or support execution of key implementation activities (example: data conversion load).
  • Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements
  • Collaborating with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements
  • Performing root cause analysis to identify gaps or trends for continuous improvement opportunities
  • Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable
  • Crafting training material and reference material for participant services
  • Assisting and mentoring the broader team
  • Engaging in and/or leading ongoing courses to support continued personal development

In addition to the above, the Testing Center of Excellence (COE) requires the following skills:

  • Provide project management for client testing which may include new implementations, migrations, Annual Enrollment, or ongoing client plan changes
  • Understand and manage to client testing timelines
  • Test case set-up, data mining, and data mocking
  • Conduct and lead daily stand-up calls during Business Acceptance Testing (BAT) and Client Acceptance Testing (CAT)
  • Manage defects
  • Monitor and report on progress
  • Troubleshoot and escalate environment issues
  • Conduct client testing with business partners
  • Identify testing process improvement opportunities

Note: Fidelity will not provide immigration sponsorship for this position.

How Your Work Impacts the Organization

Fidelity's healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health & Welfare administration, we are applying our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.

Certifications:

Category:

Business Analysis

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

PDN-9f184a4a-7b32-4c0c-803a-95a5af88da04
Job Information
Job Category:
Management
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Health and Welfare Sr Business Analyst
Fidelity Investments
Westlake, TX
Jun 7, 2025
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