JPMorganChase · 1 month ago
Pension Calculation and Operations Analyst
JPMorganChase is 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 support to plan participants while maintaining a commitment to client service.
Asset ManagementBankingFinancial 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
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
Preferred
Bachelor's degree or equivalent work experience
5+ years of defined benefit/pension plan administration experience, including performing and reviewing benefit calculations
Experience with Cash Plan and traditional Final Average Pay benefit structures preferred
Experience in Project Management and/or Analytics
Experience in financial analysis, data management and data quality are an asset
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
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Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
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