Drive the data analytics strategy and oversee initiatives at Duke University’s School of Medicine. Collaborate with leadership to enhance data infrastructure and support educational and research missions.
SS
Hybrid Business Data Analyst
Posted 2 weeks ago
About the role
- Business Data Analyst role focusing on service installations for retirement clients at a Fortune 1000 financial services company. Requires at least 3 years financial services experience in a hybrid working model.
Responsibilities
- Coordinate platform updates and service installations for retirement plan clients.
- Manage, execute, and validate configurations supporting retirement plan service changes.
- Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
- Ensure adherence to transition best practices throughout the implementation lifecycle.
- Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
- Ensure procedural steps and documentation standards are consistently followed.
- Perform quality checks at each stage of implementation to ensure accuracy and compliance.
- Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
- Provide timely implementation status updates to business partners and management.
Requirements
- Minimum of 3 years of financial services experience
- Intermediate Microsoft Excel skills
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Experience with OMNI recordkeeping platform
- Bachelor's degree is a plus
- Series 6 or Series 7 license is a plus (not required)
Benefits
- Major Medical plan
- 401K plan
- Paid vacations
- Paid holidays
- Direct deposit of compensation
- Dental and Short Term Disability Plans available through AFLAC
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