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.
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.
- 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.
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.
Additional details about available benefits are provided during the application process and on Benefits Moments.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Skills Required
- 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, including experience analyzing complex queries, stored procedures, and data transformations
- 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
- Ability to work independently and collaborate effectively across multiple teams
- Ability to work onsite in Hartford at least two times per 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 with Google Cloud Platform and BigQuery
- Exposure to metadata management, data catalogs, semantic models, or AI-driven analytics solutions
- Master's degree
CVS Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CVS Health and has not been reviewed or approved by CVS Health.
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Healthcare Strength — Health coverage includes medical, dental, and vision with HSA-eligible options, free preventive care, virtual care, and access to MinuteClinic services. Mental-health resources such as counseling support are emphasized, and coverage is often considered solid for full-time colleagues.
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Retirement Support — A dollar-for-dollar 401(k) match up to 5% after one year and an Employee Stock Purchase Plan are consistently highlighted in Total Rewards materials. Feedback suggests retirement programs are a meaningful strength within the overall package.
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Wellbeing & Lifestyle Benefits — Wellbeing offerings include up to 20 no-cost counseling sessions per issue, backup care, tuition assistance, and substantial in-store discounts, alongside broader wellness tools. These everyday perks expand value beyond base pay and can be especially meaningful for full-time schedules.
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What We Do
CVS Health is the leading health solutions company that delivers care in ways no one else can. We reach people in more ways and improve the health of communities across America through our local presence, digital channels and our nearly 300,000 dedicated colleagues – including more than 40,000 physicians, pharmacists, nurses and nurse practitioners. Wherever and whenever people need us, we help them with their health – whether that’s managing chronic diseases, staying compliant with their medications, or accessing affordable health and wellness services in the most convenient ways. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. And we do it all with heart, each and every day.
