Fidelity Investments

Defined Benefit Business Analyst

Fidelity Investments

Greenwood Village, CO, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Fidelity Investments, we are dedicated to helping our clients achieve their financial goals and secure their future. As a Defined Benefit Business Analyst, you will play a crucial role in ensuring the success of our defined benefit plans by analyzing complex data and providing strategic insights to drive business decisions. We are seeking a detail-oriented and proactive individual with strong analytical skills and a passion for delivering exceptional results. If you are looking for a challenging and rewarding opportunity to make a difference in the lives of our clients, then we encourage you to apply for this role. Join our team at Fidelity Investments and be a part of our commitment to empowering people to live the lives they want.

  1. Analyze complex data related to defined benefit plans and identify trends, patterns, and insights to inform business decisions.
  2. Collaborate with various teams, including actuarial, finance, and client services, to gather and analyze data and provide strategic recommendations.
  3. Develop and maintain reports, dashboards, and other tools to track key performance indicators and monitor plan performance.
  4. Conduct in-depth research and analysis to identify potential risks and opportunities for improvement in defined benefit plans.
  5. Utilize industry knowledge and expertise to identify best practices and propose innovative solutions to enhance plan effectiveness and efficiency.
  6. Communicate complex data and insights in a clear and concise manner to stakeholders at all levels of the organization.
  7. Participate in project teams and provide subject matter expertise on defined benefit plans and related processes.
  8. Keep up-to-date with industry trends and regulations to ensure compliance and recommend adjustments to plan design as needed.
  9. Identify and implement process improvements to streamline data analysis and reporting.
  10. Proactively identify potential issues and provide recommendations for resolution to ensure the success of defined benefit plans.
  11. Collaborate with other business analysts and cross-functional teams to share best practices and drive continuous improvement.
  12. Maintain a high level of accuracy and attention to detail while managing multiple projects and priorities.
  13. Continuously strive to improve and enhance the overall client experience through data-driven insights and recommendations.
  14. Adhere to company policies and procedures, including data privacy and security protocols.
  15. Act as a representative of Fidelity Investments and maintain a professional and positive attitude at all times.
Where is this job?
This job is located at Greenwood Village, CO, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or Related Field

  • Minimum Of 3 Years Of Experience In Financial Analysis Or Business Analysis

  • Strong Understanding Of Defined Benefit Plans And Regulations

  • Proficiency In Data Analysis And Financial Modeling

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Concepts To Various Stakeholders.

Required Skills
  • Financial Reporting

  • Process Improvement

  • Project Management

  • Data Analysis

  • Actuarial analysis

  • Risk assessment

  • Regulatory compliance

  • Requirements Gathering

  • Stakeholder management

  • Pension Plans

  • Retirement Benefits

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Defined Benefit Business Analyst in Greenwood Village, CO, USA is $70,000-$100,000 per year. This range can vary depending on factors such as experience, education, and specific job duties.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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