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Pension Calculation Specialist

2 months ago

Durham, North Carolina, United States Fidelity TalentSource LLC Full time

Pension Calculation Specialist

We are currently in search of a skilled Pension Calculation Specialist to enhance our operations. This position focuses on collaborating with Defined Benefit clients, delivering leadership, technical know-how, and overseeing workflows. The successful candidate will possess a Bachelor's degree or equivalent professional experience, along with 5-10+ years in defined benefit or pension plan administration. Strong mathematical and analytical capabilities are essential. Experience in Project Management and/or Analytics, coupled with client management expertise, is highly valued. We seek a proactive individual adept at managing multiple projects and prioritizing effectively.

Key Responsibilities

The Pension Analyst role within Workplace Investing combines extensive Defined Benefit knowledge with a cooperative approach. Key responsibilities include leading a team, managing workflow, and offering consultative services to clients. The Analyst will also support business strategies, tackle complex challenges, and work collaboratively with other business units on various projects. We are looking for a team-oriented professional who excels in a dynamic environment and is dedicated to providing exceptional client service.

Required Expertise and Skills
  • Bachelor's degree or equivalent professional experience
  • 5-10+ years of experience in defined benefit or pension plan administration
  • Experience in Project Management and/or Analytics
  • Strong mathematical and analytical abilities
  • Proficiency in Microsoft Excel, Access, and data analytics tools
  • Experience in Client Management
  • Demonstrated leadership capabilities
  • Effective communication skills
  • Critical thinking and problem-solving abilities
  • Ability to execute queries, analyze data, and propose solutions
Team Overview

This position is part of the Workplace Investing Defined Benefit Operations team, responsible for client service, business reporting, and efficiency initiatives. The Analyst will work with cross-functional teams to make data-driven decisions that address challenges and drive business success.

COVID Work Policy

Safety remains our top priority. This role will adhere to our flexible working model, which includes a combination of onsite and remote work based on role requirements.

Dynamic Working - Post Pandemic

Our objective is to provide a flexible work environment that merges remote work with in-person collaboration. Opportunities for face-to-face learning, networking, and professional development will be available.

Company Overview

Fidelity TalentSource is the employment agency for Fidelity Investments, a prominent global financial services firm. Join us to broaden your skill set and be part of a supportive and inclusive culture.

About Fidelity Investments

At Fidelity Investments, we prioritize the financial well-being of our clients by offering investment and planning services. We are committed to fostering diversity and inclusion within the workplace.