
Senior Defined Benefits Data Analyst
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.
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.
Process Improvement
Communication Skills
Project Management
Data Analysis
Time Management
Compliance Knowledge
Benefits Administration
Data Interpretation
Problem-Solving
SQL Query
Excel proficiency
Pension Plans
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
Decision-making
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.
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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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