Technical Business Analyst, Investment Systems

Socket.dev; Rogers (CT); Hybrid; USD 83,000 - 183,000; Full time

Benefits offered by this job

Bonus program

Equity awards

Comprehensive benefits

Job summary

CVS Health is hiring a Technical Business Analyst, Investment Systems to modernize investment data and reporting ecosystems. The role partners with Investment Management, Pension, Accounting, Operations, and Tech teams to document processes and improve data flows, with migration of the data warehouse to Google Cloud Platform.

The position blends business analysis, data management, cloud transformation, and emerging AI capabilities in a high-visibility environment.

Qualifications

• Bachelor's degree in Information Systems, Computer Science, Finance, or related field.
• 5+ years of experience in business analysis, data warehousing, reporting, analytics, or related disciplines.
• SQL skills with experience analyzing complex queries, stored procedures, and data transformations.
• Knowledge of data warehousing, ETL/ELT, data governance, and data quality practices.
• Strong communication and ability to work with multiple teams.

Responsibilities

• Partner with business and tech stakeholders to gather, analyze, and document requirements, processes, and data flows.
• Document and validate business rules, calculations, reporting logic, and system dependencies across investment platforms.
• Create and maintain process docs, data dictionaries, source-to-target mappings, and data lineage artifacts.
• Support data warehouse modernization, including migration to Google Cloud Platform and BigQuery.
• Collaborate with engineering teams to improve data quality, governance, metadata, and reporting capabilities.
• Facilitate requirements workshops, stakeholder interviews, testing, and data validation activities.
• Help establish the foundation for advanced analytics and AI-enabled data solutions.

Skills

Strong communication

Problem-solving

Independence

Education

Bachelor's degree

Master's degree

Tools

SQL Server

Oracle

BigQuery

Google Cloud Platform

Python

Looker

Confluence

SharePoint

Visio

Lucidchart

Jira

Azure DevOps

ServiceNow

Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

About the Role

CVS Health is seeking a Technical Business Analyst, Investment Systems to support the modernization of our investment data and reporting ecosystem. This role will work closely with Investment Management, Pension, Accounting, Operations, and Technology teams to analyze, document, and improve critical business processes, data flows, and reporting solutions.

You will play a key role in capturing institutional knowledge, translating complex business and technical requirements into clear documentation, and helping drive the migration of our investment data warehouse to Google Cloud Platform. This position offers a unique opportunity to combine business analysis, data management, cloud transformation, and emerging AI capabilities in a highly visible environment.

Key Responsibilities

• Partner with business and technology stakeholders to gather, analyze, and document business requirements, processes, and data flows.
• Document and validate business rules, calculations, reporting logic, and system dependencies across investment platforms.
• Create and maintain process documentation, data dictionaries, source-to-target mappings, and data lineage artifacts.
• Support data warehouse modernization initiatives, including migration to Google Cloud Platform and BigQuery.
• Collaborate with engineering teams to improve data quality, governance, metadata, and reporting capabilities.
• Facilitate requirements workshops, stakeholder interviews, testing, and data validation activities.
• Help establish the foundation for advanced analytics and AI-enabled data solutions.

Required Qualifications

• Bachelor's degree or equivalent experience in Information Systems, Computer Science, Business, Finance, or a related field.
• 5+ years of experience in business analysis, data warehousing, reporting, analytics, or related disciplines.
• SQL skills with experience analyzing complex queries, stored procedures, and data transformations.
• Proven experience documenting business processes, requirements, and technical specifications.
• Knowledge of data warehousing, ETL/ELT processes, data governance, and data quality practices.
• Strong communication, facilitation, and problem-solving skills.
• Proven experience working independently and collaborate effectively across multiple teams.
• Ability to be onsite in Harford 2+ times a week.

Preferred Qualifications

• Experience in Investment Management, Pension, Asset Management, Banking, Insurance, or other financial services environments.
• Familiarity with investment data including holdings, transactions, performance, accounting, benchmarks, and security master data.
• Experience with SQL Server, Oracle, Oracle SQR, or legacy reporting platforms.
• Experience supporting cloud migrations, particularly within Google Cloud Platform and BigQuery.
• Exposure to metadata management, data catalogs, semantic models, or AI-driven analytics solutions.

  Preferred Technical Skills

  • SQL Server, Oracle, BigQuery
  • Google Cloud Platform (GCP)
  • Python
  • Looker and analytics platforms
  • Confluence, SharePoint, Visio, Lucidchart
  • Jira, Azure DevOps, ServiceNow

  Education

  Bachelor's degree required. Master's degree preferred.

  Role is hybrid out of Hartford and does not provide sponsorship at this time.

  Pay Range

  The typical pay range for this role is:

  $82,940.00 - $182,549.00

  This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.

  Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

  Great benefits for great people

  We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

  This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

  Additional details about available benefits are provided during the application process and on Benefits Moments.

  We anticipate the application window for this opening will close on: 10/26/2026

  Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.