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Chase · 1 month ago

Pension Calculation and Operations Analyst

500 Stanton Christiana Rd, Newark, DE, 19713, US

Full-time

Onsite

Senior Level

5+ years exp

Chase is one of the world’s most admired companies, seeking a Pension Calculation and Operations Analyst to join their in-house retirement operations team. The role involves performing benefit calculations, ensuring regulatory compliance, and providing exceptional client service in a fast-paced environment.

BankingFinancial Services

Responsibilities

Provide information and advice on plan documentation discrepancies and/or guidelines, e.g., data, provisional, or other plan/client issues

Research and validate participants in accordance with plan rules and regulations

Determine pension benefit payable to participants and/or surviving beneficiaries

Research plan discrepancy issues and review plan document provisions for benefit calculations

Analyze, review, and guide Pension Operations teams to the resolution of escalated client or participant issues

Collaborate with actuary as needed

Analyze, research, and resolve complex issues as assigned

Understands importance of compliance, accuracy, and confidentiality in the work

Qualification

Defined Benefit PlansData AnalyticsBenefit CalculationsMathematical SkillsProject ManagementCritical ThinkingProblem-SolvingAttention to DetailCommunication Skills

Required

Technically inclined with application experience and competence, including proficiency with various Defined Benefit Plan structures, complex calculations, and data

Strong mathematical and analytical skills, including working experience with data analytics and confident in reviewing, validating, and managing large sets of data

Ability to balance, prioritize multiple projects and understanding of risk management and time management

Critical thinking and problem-solving skills

Attention to detail and strong written and verbal communication skills