Pension Calculations Specialist — Defined Benefit

Fidelity Investments Inc.; Covington (KY); On-site; USD 42,000 - 54,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking a recent graduate to join the Defined Benefit team. You will assist in accurate processing of pension calculations for participants, learn pension concepts, and work with cross-functional teams to support client service.

You will receive structured training on pension systems and calculations, with mentors guiding you as you develop skills in Excel, data handling, and documentation while meeting timeliness and quality standards.

Qualifications

• Bachelor’s degree in Mathematics, Finance, Business, or Accounting preferred.
• Strong analytical and numerical skills with attention to detail.
• Strong written and verbal communication, ability to coach and instruct others.

Responsibilities

• Process various pension-related calculations accurately and on time while applying DB plan rules.
• Support internal Client Service teams and develop subject matter expertise for assigned clients.
• Manually calculate and review pension benefits for plan participants.
• Support monthly testing of system upgrades and releases.
• Participate in special departmental projects.
• Document updates to User Procedure Documentation.

Skills

Math skills

Excel

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Discretion/confidentiality

Education

Bachelor’s Degree in Mathematics/Finance/Business/Accounting

Tools

Excel

Outlook

Word

Job description

Fidelity Investments in Covington, KY is seeking a recent graduate to join the Defined Benefit team. You will assist in accurate processing of pension calculations for participants, learn pension concepts, and work with cross-functional teams to support client service.

You will receive structured training on pension systems and calculations, with mentors guiding you as you develop skills in Excel, data handling, and documentation while meeting timeliness and quality standards.