Pension Analyst - Core Market Defined Benefits

Job Description:

The Role

In Workplace Investing, the Pension Analyst blends deep Defined Benefit domain expertise with a passion for teamwork, innovation and client management. This role is primarily responsible for establishing a team environment by providing direct leadership, technical expertise and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective. In addition, the Analyst will support the strategic direction of the business, lead highly complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The Analyst will also engage with other lines of business on projects that affect other Defined Benefit products and services.

• Bachelor Degree or equivalent work experience
• 5-7+ years of defined benefit/pension plan administration experience
• Experience in Project Management and/or Analytics
• Ability to balance day to day management of several projects related responsibilities and tasks including highly prioritized requests.
• Strong mathematical and analytical skills including ability to perform complex manual calculations.
• Proficient with Microsoft Excel, Access and working experience with data analytics
• Client Management experience
• You have critical thinking and problem solving skills. You are a leader with self-motivation and determination to succeed and ability to coach and mentor others
• You must be technically inclined with application experience and competence including proficiency with various Defined Benefit Plan structures, complex calculations and data (e.g., Excel, Word, Access, etc.).
• Good communication, both verbal and written; ability to implement/facilitate change. Forward looking, analytic, continuous improvement mentality
• Demonstrate a mix of analytics and technical skills. Ability to run queries, analyze and organize large amounts of data and identify root cause and work towards solutions
• Project consulting experience including requirement discovery and solution design
• You have a solid ability to balance, prioritize multiple projects and understanding of risk management and time management
• You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

• Analyze, lead and drive operational services and efficiencies to our clients and organization's bottom line.
• Provide leadership on ad hoc client or internal projects that will require critical thinking and self-direction.
• Provide information and advice on Plan documentation discrepancies and/or guidelines, e.g. data, provisional, or other plan/client issues.
• Analyze, review, and guide client teams to the resolution of escalated client or participant issues.
• Where applicable, serve as the day-to-day contact for issues to clients and participant for problem resolution, transaction issues, and data questions. Facilitate and/or participant in client meetings
• Serve as a team leader and expert guide on multiple client plan processes, procedures and calculations. Maintain client direction documents
• Own and analyze operational issues and recommend business solutions, based on knowledge of client's plan design and system functionality. Work with internal teams to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.
• Play a significant role in implementation, corporate actions and/or other special projects in addition to the provision of ongoing services. Ensure defects are identified, corrected and tested.
• Serve as an essential role model and coach to entire operational team and assist in their development and skills.