Fidelity Investments

Senior Defined Benefits Data Analyst

Fidelity Investments

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Fidelity Investments, a leading financial services company dedicated to helping individuals and institutions achieve their financial goals. We are currently seeking a highly skilled and experienced Senior Defined Benefits Data Analyst to join our team. This role requires a strong understanding of defined benefits plans and extensive experience in data analysis. As a Senior Defined Benefits Data Analyst, you will play a crucial role in ensuring the accuracy and integrity of data for our clients' retirement plans. This position offers an exciting opportunity to work with a dynamic team, utilize cutting-edge technology, and make a meaningful impact on the retirement planning industry. If you are a detail-oriented individual with a passion for data analysis and a desire to work for a company that values innovation and excellence, we encourage you to apply for this role.

  • Conduct thorough analysis of defined benefits data to identify any discrepancies or errors
  • Collaborate with cross-functional teams to gather and analyze data from various sources
  • Develop and maintain data quality control procedures to ensure accuracy and consistency of data
  • Generate reports and presentations to effectively communicate data insights to stakeholders
  • Stay up-to-date with industry trends and regulations related to defined benefits plans
  • Act as a subject matter expert on defined benefits data and provide guidance to colleagues and clients
  • Identify areas for process improvement and implement solutions to increase efficiency and accuracy in data analysis
  • Train and mentor junior data analysts on defined benefits data and analysis techniques
  • Collaborate with IT teams to ensure data integrity and troubleshoot any technical issues related to data management
  • Maintain confidentiality and security of sensitive data in accordance with company policies and regulations.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Minimum Of 5 Years Of Experience In Data Analysis, Preferably In The Financial Services Industry.

  • Bachelor's Degree In Mathematics, Statistics, Economics, Or A Related Field.

  • Extensive Knowledge Of Defined Benefits Plans, Including Erisa Regulations And Irs Guidelines.

  • Proficiency In Sql, Sas, And Other Data Analysis Tools.

  • Strong Analytical And Problem-Solving Skills, With The Ability To Interpret Complex Data And Communicate Findings To Non-Technical Stakeholders.

Required Skills
  • Process Improvement

  • Communication Skills

  • Project Management

  • Data Analysis

  • Time Management

  • Compliance Knowledge

  • Benefits Administration

  • Data Interpretation

  • Problem-Solving

  • SQL Query

  • Excel proficiency

  • Pension Plans

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Senior Defined Benefits Data Analyst in San Francisco, CA, USA is between $80,000 - $120,000 per year. However, this can vary depending on factors such as experience, skills, and the specific company or organization hiring for the position. Additionally, salaries may also be influenced by the cost of living in the area.

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
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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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