Business Analyst - Financial & Critical Processes

Fidelity Investments

The Role

You will be responsible for executing critical and complex processes while continually looking for process improvement opportunities via scalable technology solutions. Your work will include analysis, evaluation and identification of business problems and you will collaborate closely with business partners in the product domain, technology, and across Operations to ensure solutions are identified and issues are resolved. In this evolving landscape, this role will allow you to enhance your knowledge of the Health and Insurance benefits administration landscape through the breath and variety of work that you will own and lead.

The Experience and Skills you bring to this Role

• Perform complex data analysis and reporting
• Performs research and analysis of moderate complexity issues and provides resolution by referring to client plan rules and procedures
• Interact and partner with multiple Business partners to arrive at the right solution
• Performing root cause analysis to identify gaps or trends for continuous improvement opportunities
• Conduct root-cause analysis to identify gaps and potential interim solutions; work to develop supporting resources for interim solutions as necessary
• Assist and coach the broader virtual team
• Find opportunities to drive scale through automation
• Collaborate with peers and the leadership team on process improvement ideas and procedure enhancements and opportunities to improve the customer service experience
• Following established procedures with heavy emphasis on analytics to reconcile reported issues for Health and Welfare product services through XTRAC.
• Highly motivated and can work independently
• Understand and break down business problems and identify resolutions independently
• Analyze large sets of data to perform specific analysis through tools like MS Excel or Access, etc.
• Understand end-to-end processes, including operational controls, and their interdependencies,
• Apply critical thinking to existing processes and/or problems to identify and propose opportunities for improvement.
• Maintain strong working relationships via excellent verbal, written and interpersonal skills and build trust with business partners and coworkers enabling collaboration
• Build deep understanding of systems, products, and organization
• knowledge of Fidelity Health and Welfare products, HOBS (Health and Other

Benefits

• System) or FHB (Fidelity Health Benefits) recordkeeping systems, a plus

• Bachelor’s degree or equivalent years of industry experience (4 years graduation preferred)

• Overall 5 plus years of professional experience (and demonstrated competence, depth, and breadth)

• The Team

• As a Business Analyst on the Financial and Critical Process Team, you will join a team of passionate Fidelity Health Operations professionals committed to delivering optimal service to Fidelity’s clients.

• 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.

• Apply

• All fields are required. Candidates should limit the number of roles they apply to at any given time.

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Career areas of interest:

• Select
• Administrative
• Asset Management
• business Analysis & Project Management
• Corporate Services
• Crypto/Digital Assets/Blockchain
• Customer Service
• Finance & Accounting
• Investment
• Marketing & Communications
• Operations
• Product Development & Management
• Risk Management
• Sales & Relationship Management
• Technology

Country:

• Select
• United States
• Afghanistan
• Albania
• Algeria
• American Samoa
• Andorra
• Angola
• Ambly
• ... (list truncated in source) ...

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• Benefits that balance life and work

• From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

• Company overview

• Company overview

• At Fidelity, we are passionate about 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 cre