Pension Analyst, Defined Benefit Operations

Fidelity; Covington (KY); On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Pension Analyst for the Defined Benefit Core Markets team in Covington, KY. The role combines deep Defined Benefit knowledge with teamwork and client management to support strategic directions and complex issue resolution.

You will engage with multiple lines of business, lead operational initiatives, and mentor others while driving client service improvements through plan changes and data analysis.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5-7+ years of defined benefit/pension plan administration experience.
• Experience in Project Management and/or Analytics; ability to run queries, analyze data and identify root cause.
• Ability to balance day-to-day management of several project-related responsibilities.
• Demonstrate leadership with self-motivation and mentoring others.
• Strong mathematical and analytical skills including complex manual calculations in Defined Benefit plans.
• Proficient with Excel, Access and data analytics.
• Client Management experience including requirement discovery and solution design.

Responsibilities

• Analyze, lead and drive operational services and efficiencies for clients and bottom line.
• Provide leadership on ad hoc client or internal projects requiring critical thinking and direction.
• Offer guidance on plan documentation discrepancies and guidelines.
• Analyze and guide client teams to resolve escalated issues.
• Serve as day-to-day contact for client and participant issue resolution and data questions.
• Lead client processes, maintain direction documents and coordinate meetings.
• Identify, analyze and implement process changes based on regulatory amendments.
• Participate in implementation, corporate actions and other projects, ensuring defects are tested.

Skills

Defined Benefit knowledge

Pension Administration

Project Management

Analytics

Data analysis

Excel / Data tools

Client Management

Leadership

Education

Bachelor's degree or equivalent

Tools

SQL

Excel

Access

Job description

Fidelity Investments is seeking a Pension Analyst for the Defined Benefit Core Markets team in Covington, KY. The role combines deep Defined Benefit knowledge with teamwork and client management to support strategic directions and complex issue resolution.

You will engage with multiple lines of business, lead operational initiatives, and mentor others while driving client service improvements through plan changes and data analysis.