Analyst role in Hayden Consulting Group's Analytics Lab, providing analytic support on consulting projects. Focus on data - driven problem solving and improving analytic methodologies.
SF
Hybrid Retirement Analyst
Posted last month
About the role
- Retirement Analyst managing defined benefit pension plans for clients and participants in a consulting role. Responsibilities include benefit calculations and client interactions for accurate disbursements.
Responsibilities
- administration of defined benefit (DB) pension plans on behalf of clients and participants
- second-signing and processing pension transactions
- performing and reviewing pension benefit calculations
- working with data, reviewing forms & letters for participants and beneficiaries
- interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties
- completing client requests and responding to participant inquiries
- analyzing/solving data and complex issues
- participating in special projects related to DB administration services
- performing peer-review of work to ensure accuracy and quality
- reading and interpreting client plan documents/amendments and other documentation
- guiding client teams to the resolution of escalated client or participant issues
- coaching and mentoring junior staff
Requirements
- Bachelor’s Degree or equivalent work experience
- 5+ 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
- Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality
- Technically inclined with Microsoft Excel and Word applications
- 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 (including data, calculations, forms & letters, disbursements, etc.)
- Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations
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
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