Fidelity Investments

Senior Defined Benefits Data Analyst

Fidelity Investments
Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Fidelity Investments, we believe in helping our clients achieve their financial goals through expert analysis and data-driven solutions. As a Senior Defined Benefits Data Analyst, you will play a crucial role in ensuring the accuracy and integrity of our clients' defined benefits plans. We are seeking a highly skilled and experienced professional who is passionate about utilizing their expertise in data analysis to make a significant impact on our clients' financial security. If you have a strong background in defined benefits and a keen eye for detail, we invite you to join our team and make a difference in the lives of our clients.

  1. Conduct thorough analysis of defined benefits data to ensure accuracy and integrity.
  2. Utilize advanced data analysis techniques to identify trends and patterns.
  3. Collaborate with cross-functional teams to develop data-driven solutions for clients.
  4. Develop and maintain data models and databases to support ongoing analysis.
  5. Monitor and review data quality and implement corrective actions as needed.
  6. Proactively identify potential data issues and provide recommendations for improvement.
  7. Communicate data analysis findings and insights to internal stakeholders and clients.
  8. Stay up-to-date with industry trends and regulations related to defined benefits plans.
  9. Provide guidance and mentorship to junior data analysts on the team.
  10. Continuously improve and optimize data analysis processes to increase efficiency and accuracy.
  11. Work closely with clients to understand their unique needs and provide customized data solutions.
  12. Ensure compliance with company policies, procedures, and regulatory requirements.
  13. Collaborate with IT teams to implement new data tools and technologies for improved data analysis.
  14. Participate in cross-functional projects and initiatives to enhance overall business performance.
  15. Act as a subject matter expert on defined benefits data analysis and provide guidance to the company as needed.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications

  • Extensive Experience In Defined Benefits Data Analysis: The Ideal Candidate Should Have At Least 5 Years Of Experience In Analyzing Data Related To Defined Benefits Plans, Including Pension Plans, 401(K) Plans, And Other Retirement Benefits.

  • Strong Understanding Of Regulatory Requirements: The Candidate Should Have A Deep Understanding Of The Legal And Regulatory Requirements Surrounding Defined Benefits Plans, Including Erisa, Irs Regulations, And State Laws.

  • Proficiency In Data Management And Analysis Tools: The Candidate Should Be Proficient In Data Management And Analysis Tools Such As Sql, Excel, And Tableau, And Be Able To Manipulate And Analyze Large And Complex Data Sets.

  • Excellent Communication And Presentation Skills: As A Senior Data Analyst, The Candidate Will Be Required To Collaborate With Cross-Functional Teams And Present Findings And Recommendations To Senior Management. Therefore, Strong Communication And Presentation Skills Are Essential.

  • Financial Acumen And Business Knowledge: The Candidate Should Have A Strong Understanding Of Financial Concepts And Be Able To Apply This Knowledge To Analyze And Interpret Data In The Context Of Fidelity's Defined Benefits Business. Knowledge Of The Financial Services Industry And Fidelity's Products And Services Is Also Desirable.

Required Skills

  • Communication Skills

  • Project Management

  • Data Analysis

  • Database Management

  • Data Visualization

  • Statistical modeling

  • SQL querying

  • Excel proficiency

  • Pension Plans

  • Retirement Benefits

  • Actuarial Knowledge

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Senior Defined Benefits Data Analyst in Boston, MA, USA is $90,000-$130,000 per year. This range can vary depending on the specific company, years of experience, and educational background of the individual.

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 BeforeMay 10th, 2026
This job posting is from a verified source. 
Reposted
See an issue with this job? Report it to us

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

Upload
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.

Frequently asked questions
More Jobs From Fidelity Investments

View All Fidelity Investments jobs

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started