Fidelity Investments · 11 hours ago
Senior Retirement Analyst, Center of Excellence
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$80K/yr - $153K/yr
10+ years expFidelity Investments is a leading financial services company, and they are seeking a Senior Retirement Analyst to manage complex calculations for Defined Benefit clients. The role involves analyzing data, supporting internal initiatives, and ensuring high-quality work in a fast-paced environment.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Analyzing, performing, and reviewing non-automated complex calculations manually (e.g., determination of historical service values, calculation of historical accrued benefits, etc.)
Completing client requests, preparing calculation summaries and explanations to respond to participant inquiries, and analyzing data and other complex issues
Participating in special projects (e.g., new client implementation, divestitures, mergers, corporate actions, etc.) related to DB administration services
Providing ad hoc manual calculation support for a variety of clients and plan participants in a fast-paced environment
Performing the final quality review of work completed by other team members to ensure the finished product is accurate and of the highest quality
Reading and interpreting client plan documents, sample calculations, SPDs, plan provisions, and other documentation
Qualification
Required
10+ years of defined benefit experience working for a benefits consulting firm or plan sponsor
Excellent mathematical and analytical skills
Exemplary critical thinking and problem-solving skills
Ability to balance and prioritize multiple projects in a fast-paced work environment while meeting standards outlined in the applicable client service level agreement
Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality
Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications
Ability to query, modify, set-up, and review test cases used to test pension administration systems
Experience actively gathering information from clients and third parties, framing questions, and covering all possible scenarios under the DB Plans
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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