Business Analyst – Financial & Critical Processes

Fidelity Investments

. Execute critical and complex processes .

Posted 10/14/2026full-timeCovington • Kentucky • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in complex data analysis, root-cause analysis, and process improvement, leveraging strong collaboration skills to enhance operational efficiency and customer service. Proficient in utilizing technology solutions to drive automation and scalability within health and welfare product services.

Highest-signal resume keywords

Complex Data AnalysisRoot-Cause AnalysisProcess ImprovementCollaboration with Business PartnersHealth and Welfare Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReportingRoot-Cause AnalysisProcess ImprovementAutomationMS ExcelMS AccessOperational ControlsInterdependencies AnalysisClient Plan Rules

Soft Skills

Strong Verbal SkillsStrong Written SkillsInterpersonal SkillsHighly MotivatedIndependent Work

Tools & Technologies

XTRACHOBSFHB Recordkeeping Systems

Industry Keywords

Health and Welfare ProductsBusiness ProcessTechnology SolutionsOperational EfficiencyCustomer Service Improvements

About the role

Key responsibilities & impact

Execute critical and complex processes
Identify business problems and collaborate with business partners in product, technology, and Operations to resolve issues
Analyze, evaluate, and identify opportunities for process improvement through scalable technology solutions
Perform complex data analysis, reporting, and reconciliation of reported Health and Welfare product service issues through XTRAC
Research and resolve moderately complex issues by referring to client plan rules and procedures
Perform root-cause analysis to identify gaps, trends, and potential interim solutions
Develop supporting resources for interim solutions as needed
Assist and coach the broader virtual team
Identify opportunities to drive scale through automation
Collaborate with peers and leadership on process improvements, procedure enhancements, and customer service improvements
Build deep understanding of systems, products, and the organization
Develop strong working relationships with business partners and coworkers

Requirements

What you’ll need

Bachelor’s degree or equivalent years of industry experience (4 years graduation preferred)
Overall 5 plus years of professional experience
Ability to perform complex data analysis and reporting
Ability to research and analyze moderate-complexity issues and resolve them using client plan rules and procedures
Experience performing root-cause analysis to identify gaps, trends, and interim solutions
Ability to analyze large data sets using tools such as MS Excel or Access
Understanding of end-to-end processes, operational controls, and interdependencies
Knowledge of Fidelity Health and Welfare products, HOBS, or FHB recordkeeping systems is a plus
Strong verbal, written, and interpersonal skills
Highly motivated and able to work independently
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Fidelity’s onsite working model is transitioning toward full-time onsite presence through a phased rollout across regions and roles