Health & Welfare - Business Analyst, Data Exchange - Westlake, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Westlake, United States

    4 weeks ago

    Fidelity Investments background
    Description

    Job Description:


    The Health & Welfare , Business Analyst - Data Exchange will use their consulting, analysis, and domain skills to deliver 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 professional experience (and demonstrated competence, depth, and breadth)
    • Prior client implementation and\or platform migration experience a plus
    • Prior data analytics and data exchange (inbound and outbound files) experience
    • Experience in Agile preferred, but not required
    • Proficient with Microsoft Office applications
    The Purpose of Your Role


    The Health & Welfare Business Analyst is a key member of the Health & Welfare (HW) Platform Migrations 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 enhancing your knowledge of the Health & Welfare benefits administration landscape.

    The Skills You Bring


    • Ability to independently manage 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 perform detailed analysis and document findings
    • Procedure execution and process improvement
    • Quality-first mentality
    The Value You Deliver


    • Align, plan, and implement new product capability delivery within 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
    • Partnering with the Director Migration Project Manager to define client specific configurable variations to support a client plan and/or administrative requirements
    • Performing root cause analysis to determine gaps or trends for continuous improvement opportunities
    • Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable
    • Creating training material and reference material for participant services
    • Assisting and coaching the broader virtual team
    • Engaging in and/or leading ongoing courses to support continued personal development
    In addition to the above, the Client Data Analyst should possess these additional skills;

    Client Data- Conversion\Single Client Feed


    • Proactive data management with a focus on straight through processing
    • Streamline and implement Client Service Request error conditions and notifications.
    • Data analytics and analysis with a focus on data and client feed remediation for straight through processing.
    • Process control enhancements and reporting improvements.
    • Participant Data Manager edit enhancements.
    • Develop a teamwork intake model to move away from email processing.
    • Structure large data sets to find usable information
    • Collaborate with team members to collect and analyze data
    • Work with a team of analysts and other associates to process information
    • Testing of Client Data Feeds
    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 using 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.

    Company Overview


    At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

    We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

    For information about working at Fidelity, visit


    Certifications:
    Company Overview

    Fidelity Investments is a privately held company with a mission 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.

    Join Us

    At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.

    You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

    Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.

    And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.


    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).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process.

    Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

    This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

    These investigations will account for 7 years or more of history, depending on the role.

    Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    We invite you to Find Your Fidelity at

    Fidelity Investments is an equal opportunity employer.

    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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

    To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.