Fidelity Investments

Senior Defined Benefits Data Analyst

Fidelity Investments

Westlake, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a skilled data analyst with a passion for defined benefits? Do you have a knack for uncovering insights and driving impactful business decisions? Look no further, as Fidelity Investments is seeking a Senior Defined Benefits Data Analyst to join our dynamic and high-performing team. As a Senior Data Analyst, you will play a key role in delivering accurate and timely data analysis and reporting to support our defined benefits business. We are seeking someone with a strong analytical mindset, excellent communication skills, and a deep understanding of defined benefits plans. If this sounds like you, we want to hear from you!

  1. Conduct data analysis: Use various statistical methods and tools to analyze large datasets and identify trends, patterns, and correlations related to defined benefits plans.
  2. Prepare reports: Develop and maintain reports that provide insights into the performance and health of defined benefits plans. These reports should be accurate, timely, and easy to understand for various stakeholders.
  3. Collaborate with team: Work closely with cross-functional teams, including actuaries, financial analysts, and business leaders, to understand their data needs and provide them with valuable insights.
  4. Identify areas for improvement: Proactively identify areas for improvement in defined benefits plans based on data analysis and make recommendations to drive business decisions and strategies.
  5. Ensure data accuracy: Develop and implement data validation processes to ensure the accuracy and integrity of data used for analysis and reporting.
  6. Stay updated on industry trends: Stay current on industry trends and best practices related to defined benefits plans and use this knowledge to inform data analysis and reporting.
  7. Communicate findings: Effectively communicate complex data and findings to non-technical stakeholders in a clear and concise manner.
  8. Develop data models: Develop and maintain data models to support data analysis and reporting, including forecasting and predictive modeling.
  9. Train and mentor junior analysts: Provide guidance and training to junior data analysts to improve their skills and knowledge in the field of defined benefits data analysis.
  10. Adhere to data security protocols: Ensure compliance with data security protocols and regulations to protect sensitive data related to defined benefits plans.
  11. Continuously improve processes: Identify opportunities to streamline data analysis and reporting processes to improve efficiency and accuracy.
  12. Attend industry events: Attend industry conferences, workshops, and seminars to stay updated on the latest developments and best practices in defined benefits data analysis.
Where is this job?
This job is located at Westlake, TX, USA
Job Qualifications
  • Minimum Of 5 Years Of Experience In Defined Benefits Data Analysis, Preferably In A Financial Services Or Retirement Industry Setting.

  • In-Depth Knowledge Of Pension Plan Design And Administration, Including Understanding Of Regulatory And Compliance Requirements.

  • Proficiency In Data Manipulation And Analysis Using Tools Such As Sql, Excel, And Tableau.

  • Strong Communication Skills, With The Ability To Effectively Present Complex Data To Senior Stakeholders And Communicate Technical Concepts To Non-Technical Audiences.

  • Bachelor's Degree In A Related Field Such As Finance, Mathematics, Or Computer Science; Advanced Degree Or Professional Certifications (E.g. Cfa, Cfp, Or Cebs) Preferred.

Required Skills
  • Financial Reporting

  • Sql

  • Process Improvement

  • Data Analysis

  • Data Management

  • Compliance regulations

  • Risk assessment

  • Excel proficiency

  • Project

  • Actuarial Calculations

  • 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 Senior Defined Benefits Data Analyst in Westlake, TX, USA is between $85,000 and $135,000 per year. This may vary depending on the specific company, industry, and level of experience of the individual. Factors such as education, certifications, and additional skills may also impact the salary range.

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 BeforeApril 11th, 2026
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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