Technical Business Analyst, Investment Systems

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.

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.

• →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.

• 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.

• 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.

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

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

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

The typical pay range for this role is: