JobsBusiness & Financial AnalystUnited StatesH&W Sr. Business Analyst

Fidelity Investments

Posted yesterday · Jobs at Fidelity Investments

H&W Sr. Business Analyst

Fidelity Investments · Merrimack, New Hampshire, United States

Full-timeOn site5-10 yrsListed as no visa sponsorship
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In short

The Senior Business Analyst will define and analyze complex client requirements for annual enrollment and ongoing projects while performing data analysis to support effective decision-making. They will also lead testing activities, perform root cause analysis, and provide mentorship to new associates.

What they're looking for

MUST-HAVE SKILLS

Business analysisHealth and welfareBenefits administrationRequirements gatheringData analysisSystems acceptance testingRoot cause analysisAgile

ALSO MENTIONED

Business AnalystHealth and WelfareBenefits AdministrationAnnual EnrollmentRecord KeepingProject DeliveryData AnalysisSystems Acceptance TestingBusiness Acceptance TestingRoot Cause Analysis

Candidates must possess a Bachelor's degree or equivalent experience, with 5-7 years of business analysis experience and at least 5 years in Health and Welfare benefits administration. Strong analytical, communication, and organizational skills are required, along with proficiency in Microsoft Office.

About Fidelity Investments

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Questions about this role

Is this Fidelity Investments role remote?
Tagged on site.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 5-10 years.

The posting, in full

Fidelity will not provide immigration sponsorship for this position. H&W Sr. Business Analyst As a Sr. Business Analyst you will join a team of passionate Health and Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as a requirements expert and are responsible for providing business analysis support for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an innovative culture and build a positive environment for your team.

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Fidelity will not provide immigration sponsorship for this position.

Job Description

H&W Sr. Business Analyst

The Role

As a Sr. Business Analyst you will join a team of passionate Health and Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as a requirements expert and are responsible for providing business analysis support for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an innovative culture and build a positive environment for your team.

The Expertise and Skills You Bring

We’re looking for candidates with a Bachelor’s degree or equivalent years of industry experience, 5-7 years of Business Analysis experience, at least 5 years of direct experience within Health and Welfare Annual Enrollment and 5-7 years of benefits administration, outsourcing administration (H&W) or similar experience. Interested candidates should be customer obsessed; and demonstrate the ability to balance customer service and sound business judgment.

  • Eligible candidates would possess the following essential skills:
  • Strong organizational, time management, facilitation, and prioritization skills
  • The ability to critically analyze complex business requirements/product issues

Proven understanding of Fidelity’s end-to-end business process life cycle, data process flows, and plan level provisions is desired

In-depth understanding of core product mechanics, record keeping systems and regulatory environment

Strong critical thinking skills

  • Strong technical skills and an ability to apply them in an analytical process
  • Demonstrates strong communication skills (written and verbal)
  • Ability to develop, follow, and execute documented procedures
  • Experience in Agile preferred, but not required

Advanced skills in Microsoft Office applications

The Team

As a valued member of the Project Delivery Team, you would partner with the Client Delivery Portfolio Manager and Healthcare Program Managers to understand the goals and the work for each project milestone. You would contribute to the project through the execution of the responsibilities outlined below.

Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects

Perform complex data analysis and reporting for effective client decisions

Proactively identify problems with business requirements and recommend modifications to the functional solution which may impact the system design

Defines test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities through test case set-up, data mining, data mocking, and test execution

Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements

  • Collaborates on the development, execution, and transition of interim needs
  • Performs root cause analysis when issues arise before and after code migrations

Performs data/client validations and remediations for Annual Enrollment and Ongoing Projects

  • Crafts training and reference materials for participant services
  • Participates in Procedure Improvement Initiatives

Assist with training, mentoring, and coaching new associates

Performs Quality Assurance Validation checks on Annual Enrollment and Ongoing Project work

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:

Business Analysis

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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This listing comes from Fidelity Investments's own careers site. Apply links go to the employer. Last checked 7 Oct 2026.