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Pension Analyst Job
Date: Mar 12, 2010
Location: Dallas, TX, US
Pension Analyst - 0901652
Description
Position Description
The Pension Analyst will work in a team environment by providing direct leadership, technical support and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective.
The Pension Analyst, in addition to being extremely proficient in the Senior Pension Specialist role, will serve as a leader and project manager to the Senior Pension Specialists and Pension Specialists and assist in their development and workflow management. The Pension Analyst will also be responsible for the peer review and the final review of work performed by other Pension Analysts and team members to ensure quality control and accuracy.
Primary Responsibilities
As a Pension Analyst you will play an integral role in managing overall client satisfaction and service delivery of existing and new administrative clients in the benefits consulting organization. Pension Analysts provide a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time sensitive environment. Because the group resides within an integrated benefits consulting practice, Pension Analysts will likely get involved in other special projects that involve other areas of specialized expertise (e.g., health & welfare, compliance, communications, etc.)
* Participate and manage complex work activities with moderately defined scope that have significant impact on the overall business and client satisfaction
* Designs, develops, manages and executes on implementation projects (Plan Administration Manuals, Plan Rules, Administration Forms and Letters, Workbooks, Timelines, etc.)
* Participate and provide leadership on ad hoc consulting projects that will require critical thinking and self-direction given these projects are typically customized based on client needs
* Identify, analyze, manage and execute on corporate action projects (backlog of non-automated Large Plan Sponsor calculations, manual calculations undefined in Plan Rules, etc.)
* Provide information and advice with the support of the Pension Manager or the ERISA Consultant (problem resolution) on plan documentation discrepancies and/or guidelines, e.g., data, provisional or other plan/client issues
* Analyze, review and guide team to resolution on escalated client or participant issues
* Analyze, interpret, direct and review non-automated complex manual benefit calculations including death/disability, QDROs, MRDs, and transfers
* Serve as the day-to-day contact for escalation to clients and participants for problem resolution, transaction issues and data questions
* Assist Pension Manager on associate development and talent planning by providing associate feedback on reviews and conducting 1:1 discussions
* Serves as a team leader and technical expert on multiple client Plan processes and procedures
* Play a role in participating and providing project updates at service reviews or meetings with the client(s)
* Assist Pension Manager in allocating work according to capacity planning and project expectations
* Identify, analyze and implement process and procedural changes based on new regulatory amendments and/or administrative enhancements
* Interview candidates for positions within the team
Qualifications
Education and Experience
* Bachelor's Degree required
* 4 to 6+ years experience performing pension calculations
Skills and Knowledge
* Critical thinking and problem solving skills are key essentials
* Demonstrate leadership ability with self-motivation and determination
* Comprehensive Project Management Skills
* Comprehensive experience and understanding of risk management and time management
* Excellent oral and written communications skills
* Must be technically inclined with application experience and aptitude (e.g., Excel, Word, Access, etc.)
* Detail-oriented with good mathematical and analytical skills, actuarial knowledge a plus
* Ability to balance and prioritize multiple projects in a fast paced work environment
* Must possess a strong sense of ownership and follow up
* Ability to work effectively in an independent and/or team environment
* Demonstrate effective organization skills
* Demonstrate creativity and innovation while solving problems efficiently
Company Overview
Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of more than $2.9 trillion, including managed assets of $1.4 trillion as of July 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.
Job
: Benefit Consulting
Primary Location
: TX-Dallas
Schedule:
: Full-time
Job Level:
: Individual Contributor
Education Level
: High School Diploma/GED (±11 years)
Job Type
: Standard
Shift:
: Day Job
Overtime Status:
: Exempt
Travel:
: No
Description
Position Description
The Pension Analyst will work in a team environment by providing direct leadership, technical support and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective.
The Pension Analyst, in addition to being extremely proficient in the Senior Pension Specialist role, will serve as a leader and project manager to the Senior Pension Specialists and Pension Specialists and assist in their development and workflow management. The Pension Analyst will also be responsible for the peer review and the final review of work performed by other Pension Analysts and team members to ensure quality control and accuracy.
Primary Responsibilities
As a Pension Analyst you will play an integral role in managing overall client satisfaction and service delivery of existing and new administrative clients in the benefits consulting organization. Pension Analysts provide a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time sensitive environment. Because the group resides within an integrated benefits consulting practice, Pension Analysts will likely get involved in other special projects that involve other areas of specialized expertise (e.g., health & welfare, compliance, communications, etc.)
* Participate and manage complex work activities with moderately defined scope that have significant impact on the overall business and client satisfaction
* Designs, develops, manages and executes on implementation projects (Plan Administration Manuals, Plan Rules, Administration Forms and Letters, Workbooks, Timelines, etc.)
* Participate and provide leadership on ad hoc consulting projects that will require critical thinking and self-direction given these projects are typically customized based on client needs
* Identify, analyze, manage and execute on corporate action projects (backlog of non-automated Large Plan Sponsor calculations, manual calculations undefined in Plan Rules, etc.)
* Provide information and advice with the support of the Pension Manager or the ERISA Consultant (problem resolution) on plan documentation discrepancies and/or guidelines, e.g., data, provisional or other plan/client issues
* Analyze, review and guide team to resolution on escalated client or participant issues
* Analyze, interpret, direct and review non-automated complex manual benefit calculations including death/disability, QDROs, MRDs, and transfers
* Serve as the day-to-day contact for escalation to clients and participants for problem resolution, transaction issues and data questions
* Assist Pension Manager on associate development and talent planning by providing associate feedback on reviews and conducting 1:1 discussions
* Serves as a team leader and technical expert on multiple client Plan processes and procedures
* Play a role in participating and providing project updates at service reviews or meetings with the client(s)
* Assist Pension Manager in allocating work according to capacity planning and project expectations
* Identify, analyze and implement process and procedural changes based on new regulatory amendments and/or administrative enhancements
* Interview candidates for positions within the team
Qualifications
Education and Experience
* Bachelor's Degree required
* 4 to 6+ years experience performing pension calculations
Skills and Knowledge
* Critical thinking and problem solving skills are key essentials
* Demonstrate leadership ability with self-motivation and determination
* Comprehensive Project Management Skills
* Comprehensive experience and understanding of risk management and time management
* Excellent oral and written communications skills
* Must be technically inclined with application experience and aptitude (e.g., Excel, Word, Access, etc.)
* Detail-oriented with good mathematical and analytical skills, actuarial knowledge a plus
* Ability to balance and prioritize multiple projects in a fast paced work environment
* Must possess a strong sense of ownership and follow up
* Ability to work effectively in an independent and/or team environment
* Demonstrate effective organization skills
* Demonstrate creativity and innovation while solving problems efficiently
Company Overview
Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of more than $2.9 trillion, including managed assets of $1.4 trillion as of July 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.
Job
: Benefit Consulting
Primary Location
: TX-Dallas
Schedule:
: Full-time
Job Level:
: Individual Contributor
Education Level
: High School Diploma/GED (±11 years)
Job Type
: Standard
Shift:
: Day Job
Overtime Status:
: Exempt
Travel:
: No
Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segments: Accounting, Actuarial, Finance
Apply now »
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