Configuration Analyst

Fidelity Investments Inc.; Covington (KY); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Fidelity Investments Inc. in the United States is seeking a Configuration Analyst within the Health Care Operations Organization. You will blend systems analysis with business requirements to support client projects, ensuring configurations meet detailed specs and testing cycles.

You will work with the Health Care Client Delivery team, utilize SQL/PLSQL and MS Office tools, and contribute to design, testing, and data analysis across multiple projects in a hybrid onsite setting.

Qualifications

• Bachelor’s degree or higher is required.
• 3-4 years of experience in Health and Welfare Domain is preferred.
• Ability to evaluate client requirements against HOBS and FHB platform functionality and provide configuration design solutions that translate those requirements into technical specifications.
• In depth knowledge of configuration solutions to support the implementation lifecycle conversion and testing phases
• Analytical skills
• Ability to think across Project Teams and product categories
• Your organizational skills to define and meet deadlines within a team environment
• Possess a competence in application/technology experience such as PLSQL, SQL, MS Access. Should be able to understand, write and process complex SQL queries
• Good interpersonal and analytical skills
• Ability to assess gaps between offering and client needs to recommend solutions
• Highly organized and self-motivated
• Flexible, multitasking and work with various members of the team on multiple projects or initiatives
• Ability to work in a dynamic fast paced environment
• Understanding of the software development project life cycle process
• Experience with related desktop software tools (MS Office, JIRA)
• partner with the Portfolio Leader/Program Manager to understand the goals and the work for each release
• Define and analyze client requirement changes for Annual Enrollment and Ongoing Projects
• Perform data analysis and reporting for effective client decisions
• Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design
• Build test scenarios for Unit and Regression Testing.
• Perform root cause analysis when issues arise before and after code migrations
• Commit to Project process values, pillars, and priorities to fortify your Team

Responsibilities

• Support client-advised projects to ensure systems meet detailed business requirements.
• Translate client requirements into technical specifications for configurations.
• Design and implement configuration solutions to support the implementation lifecycle, conversions, and testing phases.
• Build test scenarios for unit and regression testing.
• Perform data analysis and reporting for effective client decisions.
• Identify gaps between offering and client needs to recommend solutions.

Skills

SQL

PL/SQL

MS Access

JIRA

Analytical skills

Requirements analysis

Team collaboration

Documentation

Data analysis

Organizational skills

Education

Bachelor's degree

Tools

NetBenefits

MS Office

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Configuration Analyst is a member of the Health Care Operations Organization. This is an exciting role that offers an opportunity to blend your systems analysis, critical thinking, and analytical skills. The Configuration Analyst is responsible for providing support in an Project environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. As a member of the Configuration Chapter, the Configuration Analyst works within their squad on new client implementations and existing client corporate actions and fee for service projects. The ability to translate client requirements into technical specifications is essential. Your interactions with the team will model Fidelity leadership principles to sustain an innovative culture and build a positive environment for your squad.

The Expertise and Skills

• Bachelor’s degree or higher is required
• 3-4 years of experience in Health and Welfare Domain is preferred.
• Ability to evaluate client requirements against HOBS and FHB platform functionality and provide configuration design solutions that translate those requirements into technical specifications.
• In depth knowledge of configuration solutions to support the implementation lifecycle conversion and testing phases
• Analytical skills
• Ability to think across Project Teams and product categories
• Your organizational skills to define and meet deadlines within a team environment
• Possess a competence in application/technology experience such as PLSQL, SQL, MS Access. Should be able to understand, write and process complex SQL queries
• Good interpersonal and analytical skills
• Ability to assess gaps between offering and client needs to recommend solutions
• Highly organized and self-motivated
• Flexible, multitasking and work with various members of the team on multiple projects or initiatives
• Ability to work in a dynamic fast paced environment
• Understanding of the software development project life cycle process
• Experience with related desktop software tools (MS Office, JIRA)
• partner with the Portfolio Leader/Program Manager to understand the goals and the work for each release
• Define and analyze client requirement changes for Annual Enrollment and Ongoing Projects
• Perform data analysis and reporting for effective client decisions
• Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design
• Build test scenarios for Unit and Regression Testing.
• Perform root cause analysis when issues arise before and after code migrations
• Commit to Project process values, pillars, and priorities to fortify your Team

The Team
The Health Care Client Delivery group supports the recordkeeping and administration of health benefits programs for Fidelity’s corporate clients, their employees, and retirees. The configuration associates on the Health Care Client Delivery team collaborate closely with business partners and with systems teams responsible for client‑facing channels such as NetBenefits®. The configuration teams are distributed across the United States and India, with this role based in USA. Health Care Group comprises more than 300 professionals across both IT and Product organizations.

The team is highly motivated, collaborative, and delivery focused. They operate in a hybrid delivery model, leveraging established methodologies aligned to project scope, complexity, and business needs. Structured governance is applied for large-scale, fixed-scope, and regulatory initiatives, ensuring consistency, predictability, and quality outcomes.

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.