Annuity Product Analyst

Trustage; Kentucky; Hybrid; USD 73,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Hybrid work model

Job summary

TruStage is seeking an Analyst to help implement solutions by reviewing data, determining project requirements, and communicating them clearly to stakeholders and partners. The role supports business leaders with analysis, insights and reporting to inform decisions.

Requirements include a bachelor’s degree or equivalent experience and 0–3 years of relevant work. The position offers a flexible hybrid work arrangement and opportunities for growth.

Qualifications

• Bachelor's degree in Business, Finance, Risk Management or related field or equivalent work experience.
• 0-3 years of relevant experience.
• Proven project management skills with the ability to effectively plan and organize work to achieve targeted deadlines.
• Strong communication skills.

Responsibilities

• Performs routine assignments in the entry level to a professional job progression.
• Typically requires a college degree or equivalent work experience that provides knowledge and exposure to fundamental theories, principles and concepts.
• Manages own workload and provides technical contribution.
• Develops competence by performing structured work assignments.
• Uses existing procedures to solve routine or standard problems.
• Receives instruction, guidance and direction from others.
• Provides analysis, insights and recommendations in support of the product/business leaders.
• Monitor results, research cause of performance changes and recommend solutions to leaders.
• Maintain periodic and ad-hoc reports as needed by the business.
• Act as a subject matter expert for business and technology requirements and prioritization of critical reporting needs.
• Works in conjunction with cross functional team to ensure solid end to end business management process.
• Serves as the product resource in monitoring the integrity of the business process to ensure compliance requirements are being adhered to.
• -Note: The above is a generic description aligned with the provided text.

Skills

Microsoft Excel/VBA

Experience managing large data sets

Education

Bachelor's degree in Business, Finance, Risk Management or related field

Job description

At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose

Brief and in a few sentences statement of the reason the job exists.

Job Responsibilities

List of general activities, duties and/or tasks typically performed within the job.

• Performs routine assignments in the entry level to a professional job progression.
• Typically requires a college degree or equivalent work experience that provides knowledge and exposure to fundamental theories, principles and concepts.
• Manages own workload and provides technical contribution.
• Develops competence by performing structured work assignments.
• Uses existing procedures to solve routine or standard problems.
• Receives instruction, guidance and direction from others.
• Provides analysis, insights and recommendations in support of the product/business leaders.
• Monitor results, research cause of performance changes and recommend solutions to leaders.
• Maintain periodic and ad-hoc reports as needed by the business.
• Act as a subject matter expert for business and technology requirements and prioritization of critical reporting needs.
• Works in conjunction with cross functional team to ensure solid end to end business management process.
• Serves as the product resource in monitoring the integrity of the business process to ensure compliance requirements are being adhered to.

Analyst

• Helps implement solutions by reviewing data, determining the requirements of a project or program and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements and requirements analysis. Analyst may also use requirements to drive the design or review of test cases, process change requests and manage the project’s scope, acceptance, installation and deployment.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.

• Bachelor's degree in Business, Finance, Risk Management or related field or equivalent work experience.
• 0-3 years of relevant experience.
• Proven project management skills with the ability to effectively plan and organize work to achieve targeted deadlines.
• Strong communication skills.

Preferred Skills

• Microsoft Excel/VBA
• Experience managing large data sets

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range

$73,100.00 - $109,700.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement

Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.