Retirement Plan Conversion Data Analyst

2 weeks ago

Quincy, United States SS&C Technologies Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan Conversion Analyst

Location: Hybrid-Kansas City, MO metro area or Quincy, MA metro area ONLY

Get To Know The Team:

The Conversion Data Analyst coordinates the installation and conversion of complex systems. They review initial applications and adoption agreements for new plans to ensure the accuracy of data and system requirements. The analyst manipulates plan data to discover useful information for stakeholders and supports Plan Sponsors, Third-Party Administrators, Brokers/Agents, and internal groups.

Why You'll Love it at SS&C

  • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
  • Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
  • Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
  • Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
  • Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
  • Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
  • Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more
What You Will Get To Do:
  • Independently coordinate all system aspects of Plan installations and conversions. Reviews initial applications / Adoption Agreement for new Plans for installed or converted.
  • Ensures all data and systems requirements, such as Plan format setups and data downloads, executed accurately. Collaborate with others as needed to define requirements for mapping complex layouts on large Plans from various providers/recordkeeping systems.
  • Handles Money Market, Mapped, Retirement Date, and complex dual strategy conversions and product moves. Plays a lead role in converting mid and large-market plans.
  • Releases full service and plan direct conversions and applies logic to ensure redemptions, trade dates, and bypass flags are accurately processed. Handles money market, RDF and complex mapped conversions.
  • Handles maintenance and updating the master spreadsheet for MVA (Market Value Adjustment) calculations on annuity product de-conversions.
  • Coordinates with plan sponsors, prior record keepers, and third-party administrators to arrange fund purchases, ultimately ensuring correct allocations to the individual participant accounts.
  • Partner with NSCC, trading services, operations, adjustments, open items, and control teams to resolve outstanding issues efficiently and meet deadlines. Coordinate communication and resolution with RPAMs, Plan Design, Reporting and Testing, and Relationship Teams.
The Impact You Will Make:
  • Bachelor's degree or equivalent combination of formal education and work experience.
  • 3-5 years' defined contribution Plan administration or conversion experience required.
  • Proficient knowledge of qualified retirement plans and an understanding of plan setup and maintenance as applicable to daily plan administration.
  • General knowledge of IRS and SEC regulations.
  • Strong knowledge of MS Word and Excel required.
  • Strong numbers aptitude, including a high level of accuracy and attention to detail.
  • Ability to gather and analyze facts, evaluate plan needs, and develop creative solutions.
  • Demonstrate organizational skills, and the ability to set goals and prioritize tasks in a fast-paced environment.
  • Excellent Communication skills required (verbal and written).
  • Superior client-centric is essential.
  • Able to work in the local office 6 days per month.


Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-JS-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

  • Retirement Plan Conversion Data Analyst

    2 weeks ago

    Quincy, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Analyst IV Retirement Design

    2 days ago

    Quincy, United States Ahold Delhaize USA Full time

    Job DescriptionJob DescriptionAddress: USA-MA-Quincy-1385 Hancock Street Store Code: Retirement (2761284) Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which also includes five leading omnichannel grocery brands Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize...

  • Manager, Chief Engineer, NA

    2 days ago

    Quincy, United States Vantage Data Centers Full time

    About Vantage Data Centers Vantage is committed to being a workplace of inclusion, equity, respect and acceptance. We celebrate diversity and intentionally seek out opportunities to learn from one another's experience. Vantage Data Centers powers, cools, protects and connects the technology of the world's well-known hyperscalers, cloud providers and large...

  • Entry Level Space Planning Associate

    4 weeks ago

    Quincy, United States SAS Retail Services Full time

    Job DescriptionFull Time Space Management Support Analyst SAS SAS Retail Services provides national retail merchandising services to a host of fortune 500 CPG companies, distributors, and wholesalers, within the grocery, mass, home/hardware, and drug channels. We are looking to hire a Space Management Support Analyst who will be responsible for assisting...

  • Technical Lead – Data governance

    1 week ago

    Quincy, United States SpiceOrb Full time

    Data Governance and Data Modelling experience in Azure Cloud environment. Technical Lead – Data governance Location: Quincy MA preferred or Salisbury--onsite at least two days per week. Total exp: 10+ Technical Lead (2 to 3 years) to help teams to deliver highly performant and scalable data products and platforms to drive consumption of data from our...

  • Technical Lead – Data governance

    1 week ago

    Quincy, United States E-Solutions Full time

    Job Position: Technical Lead – Data governanceLocation: Quincy MA preferred or Salisbury--onsite Hybrid 2 Days Onsite in a weekDuration: Long Term ContractNote: Data Governance and Data Modelling experience in Azure Cloud environment.Technical Lead (2 to 3 years) to help teams to deliver highly performant and scalable data products and platforms to drive...

  • Board Certified Behavior Analyst

    2 weeks ago

    Quincy, United States The Stepping Stones Group Full time

    **Board Certified Behavior Analyst (BCBA)** *** Community Autism Services, a division of The Stepping Stones Group, is hiring immediately for a Full-Time Board Certified Behavior Analyst (BCBA) in **Quincy, MA**, and the surrounding areas. Join our passionate and collaborative team in delivering exceptional behavioral services to children with autism and...

  • Business / Data Analyst (IAM)

    3 days ago

    Quincy, United States LanceSoft Full time

    Job Description: Defines business/system requirements by facilitating user meetings and interviewing users, developing use cases, and researching and resolving issues. Participates in business analysis project planning and management by documenting and maintaining plans, managing issue logs and preparing project documentation. Analyzes current processes and...

  • Senior Analyst, Assistant Vice President

    4 weeks ago

    Quincy, United States State Street Corporation Full time

    Provide business analysis, system analysis, support modelling, data mapping. End to end understanding of the platform, navigations, setup/configurations. Under direct supervision, plans, organizes and controls the activities of cross-functional teams Senior Analyst, Vice President, Assistant, President, Analyst, Project Management, Technology

  • Business Analyst

    2 weeks ago

    Quincy, United States HexaQuEST Global, Inc. Full time

    Title: Business Analyst (HealthCare) Location: Quincy, MA (Hybrid) Duration: Multi Year Renewable Contract Hours: 37.5 Hours per weekPOSITION OVERVIEW: Health Information Technology Business Analyst Client seeks a highly motivated Business Analyst to join the Health Information Technology (HIT) team. This position is focused on Health Information Technology...

  • Business Analyst

    1 month ago

    Quincy, United States Diverse Lynx Full time

    Role: Business Analyst Location: New York City ,New York (Onsite) Duration: Fulltime Job Details: Capital Markets experience Trade life cycle knowledge. Business Analyst experience. 8+ Yrs of Business analysis knowledge. SQL/DB Experience. Good knowledge of assets Stocks, Bonds etc. Experience working in Agile & Dynamic environments. Strong data analysis...

  • Data Platform Administrator

    1 week ago

    Quincy, United States The Computer Merchant Full time

    JOB TITLE: Data Platform Administrator JOB LOCATION: Hybrid Quincy MA WAGE RANGE*: $85hr to $86.95 (based on a 37.5 hour work week) JOB NUMBER: ITS77_EHS_FY25_SYS ADMIN – 100 REQUIRED EXPERIENCE: QUALIFICATIONS (Education, Years' Experience, Certificates): BS in Computer Science or related degree, or equivalent experience 3+ years in Cloud Data...

  • Data Platform Administrator

    1 week ago

    Quincy, United States The Computer Merchant, LTD. Full time

    JOB TITLE: Data Platform Administrator JOB LOCATION: Hybrid Quincy MA WAGE RANGE*: $85hr to $86.95 (based on a 37.5 hour work week) JOB NUMBER: ITS77_EHS_FY25_SYS ADMIN – 100 REQUIRED EXPERIENCE: QUALIFICATIONS (Education, Years' Experience, Certificates): BS in Computer Science or related degree, or equivalent experience 3+ years in Cloud Data...

  • Data Scientist II

    2 months ago

    Quincy, United States Arbella Insurance Group Full time

    Employer: Arbella Insurance GroupJob Site: 1100 Crown Colony Drive, Quincy, MA 02169Job Title: Data Scientist IIJob Duties: Responsible for designing, constructing and implementing predictive and prescriptive models across personal and commercial lines of insurance using statistical techniques, machine learning and data analysis. Duties include:Design,...

  • Data Platform Administrator

    6 days ago

    Quincy, United States Mindlance Full time

    POSITION OVERVIEW: Data Platform Administrator will be responsible for the administration, configuration, and support of IT platform applications and tools for MassHealth users. They will also be responsible for standardization, maintenance, configuration, and support documentation. They will partner with team members to receive and provide...

  • Technical Lead

    5 days ago

    Quincy, MA, United States SpiceOrb Full time

    Data Governance and Data Modelling experience in Azure Cloud environment. Technical Lead - Data governance Location: Quincy MA preferred or Salisbury--onsite at least two days per week. Total exp: 10+ Technical Lead (2 to 3 years) to help teams to deliver highly performant and scalable data products and platforms to drive consumption of data from our...

  • Data Platform Administrator

    7 days ago

    Quincy, United States TalentBurst Full time

    Data Platform Administrator Quincy, MA/ Hybrid 12 months contract Weekly hours: $37.5/week As a member of the Data Management & Engineering, the Data Platform Administrator will be responsible for the administration, configuration, and support of IT platform applications and tools for healthcare system users . They will also be responsible for...

  • Data Platform Administrator

    6 days ago

    Quincy, United States TalentBurst, Inc. Full time

    Data Platform AdministratorQuincy, MA/ Hybrid12 months contractWeekly hours: $37.5/week As a member of the Data Management & Engineering, the Data Platform Administrator will be responsible for the administration, configuration, and support of IT platform applications and tools for healthcare system users They will also be responsible for standardization,...

  • Data Platform Administrator

    6 days ago

    Quincy, United States TalentBurst Full time

    Data Platform Administrator Quincy, MA/ Hybrid 12 months contract Weekly hours: $37.5/week As a member of the Data Management & Engineering, the Data Platform Administrator will be responsible for the administration, configuration, and support of IT platform applications and tools for healthcare system users . They will also be responsible for...

  • Technical Lead

    5 days ago

    Quincy, MA, United States SpiceOrb Full time

    Data Governance and Data Modelling experience in Azure Cloud environment. Technical Lead – Data governance Location: Quincy MA preferred or Salisbury--onsite at least two days per week. Total exp: 10+ Technical Lead (2 to 3 years) to help teams to deliver highly performant and scalable data products and platforms to drive consumption of data from our...