Job Description:The RoleThe Senior Data Analyst will support client implementations and internal migration projects within the Health & Welfare organization. This role is responsible for analyzing complex data, identifying and resolving data issues, supporting data conversion activities, and ensuring accurate migration of client and platform data into Fidelity systems. The individual will partner with clients, prior record keepers, business stakeholders, and operational teams while managing multiple concurrent projects and evolving business requirements
Key responsibilities include:- Analyze client source data to identify issues, root causes, and remediation strategies.
- Support data conversion and implementation activities for Health & Welfare plans.
- Perform complex data analysis and validation using SQL and relational databases.
- Collaborate with internal and external stakeholders to resolve data-related issues.
- Facilitate discussions, align cross-functional teams, and drive issue resolution.
- Learn and apply Health & Welfare systems, data loading processes, and implementation methodologies
- Support migration projects from legacy Health & Welfare platforms to new systems.
- Manage competing priorities while maintaining high quality and accuracy standards.
The Skills and Expertise You Bring- 4-6 years of experience in data analysis.
- Strong SQL skills with the ability to query, analyze, and validate large data sets.
- Experience working with relational databases and data-focused applications.
- Health & Welfare domain knowledge is required.
- Experience supporting implementation, conversion, or migration projects.
- Proven ability to manage multiple projects and changing business requirements.
- Advanced data analysis and problem-solving capabilities.
- Strong SQL and database query experience.
- Understanding of relational database structures and data relationships.
- Experience with programming or scripting languages.
The TeamThe Health & Welfare organization provides employers with a single-provider solution for administering a broad range of Health & Welfare benefits, including medical, dental, vision, disability, life insurance, and other employee benefit plans.
The Data Conversion and Implementation team plays a critical role in onboarding new clients and supporting platform migrations. The team is responsible for converting and validating data from prior record keepers and legacy systems into Fidelity's Health & Welfare platforms. Team members collaborate closely with clients, implementation teams, operations partners, and external vendors to ensure successful data conversions, accurate migrations, and seamless client transitions. The environment is highly collaborative, fast-paced, and focused on delivering exceptional implementation experiences for 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:Information Technology
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.
