Fidelity Investments

Senior Defined Benefits Data Analyst

Fidelity Investments

Chicago, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Fidelity Investments, we are committed to helping our clients achieve their financial goals by providing exceptional services and innovative solutions. As a Senior Defined Benefits Data Analyst, you will play a crucial role in ensuring the accuracy and integrity of our clients' retirement plans. We are seeking a highly skilled and experienced professional with a deep understanding of defined benefits plans and a strong analytical mindset. If you are passionate about data, have excellent problem-solving skills, and are looking for a challenging yet rewarding career opportunity, we would love to hear from you. Join our dynamic team and make a significant impact on the retirement planning industry.

  1. Conduct data analysis and quality assurance on defined benefits plans to ensure accuracy and integrity.
  2. Develop and maintain detailed knowledge of defined benefits plans, regulations, and industry trends.
  3. Collaborate with cross-functional teams to identify and resolve data discrepancies and issues.
  4. Utilize analytical tools and techniques to identify potential risks and make data-driven recommendations.
  5. Conduct regular audits and reviews to ensure compliance with regulations and company policies.
  6. Continuously monitor and improve data processes and procedures to increase efficiency and accuracy.
  7. Communicate complex data findings and recommendations to various stakeholders, including senior management and clients.
  8. Stay updated on industry developments and best practices to provide innovative solutions to clients.
  9. Mentor and train junior data analysts on defined benefits plans and data analysis techniques.
  10. Participate in project planning and execution to support the development of new products and services.
  11. Ensure timely and accurate delivery of data to support client services and operations.
  12. Maintain documentation and records of data analysis and processes.
  13. Adhere to confidentiality and information security protocols when handling sensitive data.
  14. Provide exceptional customer service to clients and internal teams.
  15. Collaborate with external partners and vendors to exchange data and resolve data-related issues.
Where is this job?
This job is located at Chicago, IL, USA
Job Qualifications
  • Bachelor's Degree In Mathematics, Statistics, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Data Analysis, Preferably In The Defined Benefits Industry.

  • Strong Understanding Of Retirement Plans And Regulations, Including Erisa And Irs Guidelines.

  • Proficiency In Sql And Data Visualization Tools Such As Tableau Or Power Bi.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Data Insights To Both Technical And Non-Technical Stakeholders.

Required Skills
  • Risk Management

  • Project Management

  • Data Analysis

  • Problem Solving

  • Data Validation

  • Reporting

  • Benefits Administration

  • Compliance

  • Advanced Excel

  • SQL queries

  • Pension Plans

  • Retirement Services

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Defined Benefits Data Analyst in Chicago, IL, USA is $80,000 - $120,000 per year. However, this can vary depending on the specific company, industry, and level of experience 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 BeforeJune 21st, 2025
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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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