Pension Calculation and Operations Analyst jobs in United States
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JPMorganChase · 5 days ago

Pension Calculation and Operations Analyst

JPMorganChase is one of the oldest financial institutions offering innovative financial solutions. The Pension Calculation and Operations Analyst will leverage their expertise in Defined Benefit plans to perform benefit calculations, ensure compliance, and collaborate with various teams to resolve participant issues.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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 CalculationsFinancial AnalysisProject ManagementMathematical SkillsAnalytical SkillsProblem-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

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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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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 guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase