Business Analyst

The Role

As a Senior Business Analyst, you will join a team of enthusiastic Health & 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 requirements expert and are responsible for providing all business analysis support in an Agile environment 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 agile innovative culture and build a positive environment for your squad.

The Expertise and Skills

• Education BS or BA Required
• Experience:
  • 5 – 7 years of Business Analysis experience required
    • At least 5 years of direct experience with Health & Welfare Annual Enrollment
    • 5 – 7 of experience in Health & Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation
• 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.
• Proficient understanding of core product mechanics, record keeping systems and regulatory environment
• Critical thinking skills and initiative; ability to think across Agile Squads and product categories.
• Ability to function at an elevated level in an exciting Agile work environment.
• Strong technical skills and an ability to apply them in an analytical process.
• Strong organizational skills to define and meet deadlines within an Agile squad structure.
• Advanced skills in MS Word, MS Excel, and MS Access

• Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint.
• 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.
• Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities.
• Perform root cause analysis when issues arise before and after code migrations.
• Assist with training, mentoring, and coaching new associates.
• Committed to Agile values, pillars, and priorities to fortify your Agile squad.

At Fidelity, we are enthusiastic about making our financial expertise universally 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at 

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit

Fidelity TalentSource'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).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.