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Fidelity Investments Inc. seeks a Senior Data Analyst to support client implementations and internal migrations in Health & Welfare.
You will analyze complex data, resolve data issues, and back data conversions into Fidelity systems, partnering with clients, prior record keepers, stakeholders, and operations teams on multiple concurrent projects. The role requires 4-6 years of data analysis experience, strong SQL, and knowledge of relational databases.
The Role
The 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:
The Skills and Expertise You Bring
The Team
The 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.
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.