Senior Benefits Administration Data Analyst

Westlake, TX

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Job Description:

The Role

Workplace Investing is looking for a Data Analyst to help us support and grow our list of clients that take advantage of our pension benefit administration solution. In this role, you will be leveraging your knowledge of pension data management combined with systems knowledge and skills to convert the data required for coordinating new defined benefit clients.

Within the Workplace Investing group, you will be working primarily with a cross functional team to use multiple software applications to work through data analysis, conversion mapping of data and resolution of data errors found. In addition to implementation and corporate action work you will be encouraged to constantly look for ways to improve/create processes, tools, and products!

Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork and technical skills will help you excel at this position. Working across cross-functional teams will provide you with the outstanding opportunity to gain exposure to all aspects of our pension benefit administration solution and thereby build and improve products/processes, deliver a high quality product and provide immense value to the organization!

  • Ability to take ownership of your tasks and take initiative when there are unexpected needs during a project

  • Approach work with an end-to-end view to ensure cohesive product delivery to our clients and our operations teams

  • Use knowledge of SQL, Informatica, MS Access and knowledge of relational database structures you will continue to grow our product.

The Expertise and Skills You Bring

  • Bachelor’s degree, in a technical field such as Math, Computer Science, or similar

  • Experience with Defined Benefit Pension Plans preferred

  • 4-6 years of experience with pension administration, programming languages, or other related fields

  • Understand and manage project documentation. As well as maintain a detailed data checklist as part of the larger implementation.

  • Ability to translate complex data sets into business material by way of preparing client level data files, reports of data findings, concise data mappings and questions as well as participating in client meetings will be required.

  • Defined Benefit knowledge to understand data requirements based on plan rules to ensure conversion data contains all the data elements required to administer the plan.

  • Ability to balance multiple projects while working towards project deadlines and within your allotted budgeted hours

The Team

Your contribution to successful client implementation go-lives provides participants, clients and our back-office users a pension benefit administration solution that is accurate and user friendly. You will find that Workplace Investing is an organization that allows you the freedom to explore your interests within the group while providing you the support needed to deliver on your best ideas.  

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue excellence in new coding languages or tech applications across a broad range of technical paths.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Web-Based Learning

  • Online, video-based training that covers a broad range of technology, leadership, and management topics.
  • Access to thousands of the latest and most relevant business books – all summarized in just a few pages.
  • Train from your desk or the comfort of your home.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Job Description:

The Role

Workplace Investing is looking for a Data Analyst to help us support and grow our list of clients that take advantage of our pension benefit administration solution. In this role, you will be leveraging your knowledge of pension data management combined with systems knowledge and skills to convert the data required for coordinating new defined benefit clients.

Within the Workplace Investing group, you will be working primarily with a cross functional team to use multiple software applications to work through data analysis, conversion mapping of data and resolution of data errors found. In addition to implementation and corporate action work you will be encouraged to constantly look for ways to improve/create processes, tools, and products!

Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork and technical skills will help you excel at this position. Working across cross-functional teams will provide you with the outstanding opportunity to gain exposure to all aspects of our pension benefit administration solution and thereby build and improve products/processes, deliver a high quality product and provide immense value to the organization!

  • Ability to take ownership of your tasks and take initiative when there are unexpected needs during a project

  • Approach work with an end-to-end view to ensure cohesive product delivery to our clients and our operations teams

  • Use knowledge of SQL, Informatica, MS Access and knowledge of relational database structures you will continue to grow our product.

The Expertise and Skills You Bring

  • Bachelor’s degree, in a technical field such as Math, Computer Science, or similar

  • Experience with Defined Benefit Pension Plans preferred

  • 4-6 years of experience with pension administration, programming languages, or other related fields

  • Understand and manage project documentation. As well as maintain a detailed data checklist as part of the larger implementation.

  • Ability to translate complex data sets into business material by way of preparing client level data files, reports of data findings, concise data mappings and questions as well as participating in client meetings will be required.

  • Defined Benefit knowledge to understand data requirements based on plan rules to ensure conversion data contains all the data elements required to administer the plan.

  • Ability to balance multiple projects while working towards project deadlines and within your allotted budgeted hours

The Team

Your contribution to successful client implementation go-lives provides participants, clients and our back-office users a pension benefit administration solution that is accurate and user friendly. You will find that Workplace Investing is an organization that allows you the freedom to explore your interests within the group while providing you the support needed to deliver on your best ideas.  

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue excellence in new coding languages or tech applications across a broad range of technical paths.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Web-Based Learning

  • Online, video-based training that covers a broad range of technology, leadership, and management topics.
  • Access to thousands of the latest and most relevant business books – all summarized in just a few pages.
  • Train from your desk or the comfort of your home.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Apply
Create Job Alert
Back to Search

Other Locations: Covington, KY
Merrimack, NH
Durham, NC
Smithfield, RI

Job Level: Manager
Job ID: 2012660

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