Healthcare Requirements Analyst

Fidelity Investments • Covington, KY

8d

About The Position

The Health and Welfare Business Analyst provides business analysis and requirements support for client-advised projects, ensuring systems operate according to detailed business requirements. The role is part of Fidelity’s Health and Welfare Center of Excellence Implementation and Migration team and supports clients, plan participants, and Fidelity by developing and documenting requirements for health and welfare benefits administration.

The analyst reviews client documentation and plan rules, supports requirements workshops, documents gaps, and partners with client consultants and technology teams. The position also contributes to implementation and migration activities, validation and testing, root cause analysis, process improvement, training materials, and coaching of the broader virtual team. It offers an opportunity to work with health and welfare benefits administration services and scalable technology while building domain knowledge.

Requirements

• Bachelor’s degree or equivalent years of industry experience.
• More than 2 years of Health and Welfare benefits service experience.
• Understanding of benefits administration systems.
• Proficiency with Microsoft Office applications, including medium-level Excel knowledge and VLOOKUP experience.
• Ability to independently manage one’s workload.
• Ability to critically analyze complex business requirements and product issues.
• Regulatory and legislative knowledge in the aligned service area.
• Excellent written and verbal communication skills.
• Ability to conduct analysis and document findings.

Nice To Haves

• Prior client implementation and/or platform migration experience.

Responsibilities

• Provide business analysis support for client-advised projects and ensure systems function according to detailed business requirements.
• Review client-provided documents and the Information Requirements Checklist (IRC), Plan Administration Manual (PAM), and/or Status Change Matrix (SCM), and complete the Client Requirements Tool with the client’s plan rules.
• Support the Client HealthCare Consultant during requirements workshop calls and document gaps.
• Align, plan, and execute new product capability delivery alongside in-flight implementations, including supporting key activities such as data conversion loads.
• Participate in validation and testing to ensure results meet client and/or product offering requirements.
• Partner with the Director of Client HealthCare Consulting to define client-specific configurable variations supporting a client plan and/or administrative requirements.
• Perform root cause analysis to identify gaps or trends and continuous improvement opportunities.
• Submit requests and/or help translate business requirements for technology partners, as applicable.
• Create training and reference materials for participant services.
• Assist and coach the broader virtual team.
• Engage in and/or lead ongoing courses to support continued personal development.
• Conduct analysis, document findings, execute procedures, and contribute to process improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level