Pension Analyst Defined Benefit Core Markets
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will analyze defined-benefit operations, lead complex client issues to resolution, and support client improvements, corporate actions, and change orders. You will guide client teams, manage project responsibilities, analyze data and plan documentation, recommend process changes, and help implement and test solutions.
Requirements
- Bachelor's degree or equivalent work experience.
- Five to seven or more years of defined benefit or pension plan administration experience.
- Project management or analytics experience.
- Ability to run queries, analyze large datasets, identify root causes, and develop solutions.
- Mathematical and analytical skills for complex defined benefit calculations.
- Proficiency with Microsoft Excel, Access, and data analytics.
- Client management experience including requirement discovery and solution design.
Responsibilities
- Analyze and drive operational services and efficiencies.
- Lead ad hoc client and internal projects.
- Provide advice on plan-documentation discrepancies and guidelines.
- Guide client teams in resolving escalated client or participant issues.
- Serve as a day-to-day contact for problem resolution, transactions, and data questions.
- Lead client plan processes, procedures, and calculations.
- Analyze operational issues and recommend business solutions.
- Implement and test solutions for defects, corporate actions, and special projects.
Benefits
- Fully paid parental leave.
- On-site health and wellness centers.