Senior Pension Analyst – Defined Benefit Ops & Analytics

Soteria Reinsurance Ltd.; Covington (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking a Pension Analyst for Defined Benefit core markets. The role blends DB domain expertise with teamwork, analytics, and client management to support strategic directions, lead complex issues, and drive improvements through corporate actions and change orders.

You will oversee operational analytics, project management, and cross-team collaboration while mentoring others and ensuring accurate plan calculations within Defined Benefit structures.

Qualifications

• 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 run queries, analyze and organize large amounts of data and identify root cause and work towards solutions.
• Ability to balance day-to-day management of several project related responsibilities and tasks including highly prioritized requests.
• Demonstrate leadership ability with self-motivation and determination and ability to coach and mentor others.
• Strong mathematical and analytical skills including ability to perform complex manual calculations within Defined Benefit Plan structures.
• Proficient with Microsoft Excel, Access and working experience with data analytics.
• Client Management experience including requirement discovery and solution design.

Responsibilities

• 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.
• 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.
• 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.

Skills

Project Management

Analytics

Leadership

Data Analysis

Education

Bachelor Degree or equivalent

Tools

Excel

Access

SQL

Job description

Fidelity Investments in Covington, KY is seeking a Pension Analyst for Defined Benefit core markets. The role blends DB domain expertise with teamwork, analytics, and client management to support strategic directions, lead complex issues, and drive improvements through corporate actions and change orders.

You will oversee operational analytics, project management, and cross-team collaboration while mentoring others and ensuring accurate plan calculations within Defined Benefit structures.