Fidelity Investments

Defined Benefit Business Analyst

Fidelity Investments

Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Fidelity Investments, we are seeking a highly motivated and experienced Defined Benefit Business Analyst to join our dynamic team. As a leading financial services company, Fidelity is committed to providing our clients with innovative solutions and exceptional service. In this role, you will have the opportunity to work with a diverse group of professionals and make a significant impact by analyzing and improving our defined benefit programs. We are looking for a detail-oriented individual with strong analytical skills and a passion for driving business growth. If you are a self-starter with a deep understanding of defined benefit plans and the ability to effectively communicate complex information, we want to hear from you. Join our team and help us shape the future of retirement planning.

  1. Conduct thorough analysis and evaluation of Fidelity's defined benefit programs to identify areas for improvement and growth.
  2. Collaborate with cross-functional teams to develop and implement strategies to enhance defined benefit offerings and services.
  3. Utilize strong analytical skills to interpret data and provide insights to drive business decisions.
  4. Communicate complex information in a clear and concise manner to various stakeholders, including clients and internal teams.
  5. Stay updated on industry trends, regulations, and best practices related to defined benefit plans.
  6. Develop and maintain detailed project plans, timelines, and budgets related to defined benefit initiatives.
  7. Identify and troubleshoot any issues or roadblocks that may arise during the development or implementation of defined benefit plans.
  8. Work closely with other business analysts and subject matter experts to gather requirements and ensure project deliverables align with overall business objectives.
  9. Conduct regular audits and reviews of defined benefit programs to ensure compliance with regulatory requirements and internal policies.
  10. Train and mentor junior team members on defined benefit processes and procedures.
  11. Continuously seek out ways to improve and streamline processes related to defined benefit plans.
  12. Represent Fidelity Investments in a professional manner, both internally and externally, and uphold the company's values and commitment to exceptional service.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Minimum Of 3-5 Years Of Experience In Financial Services, Preferably In A Defined Benefit Plan Environment

  • Strong Understanding Of Retirement Plan Regulations, Specifically Related To Defined Benefit Plans

  • Excellent Analytical And Problem-Solving Skills, With The Ability To Interpret Complex Data And Make Sound Recommendations

  • Experience With Data Analysis And Reporting Tools, Such As Sql, Excel, And Tableau, To Effectively Communicate Findings And Insights To Stakeholders.

Required Skills
  • Financial Reporting

  • Process Improvement

  • Project Management

  • Data Analysis

  • Benefits Administration

  • Risk assessment

  • Compliance monitoring

  • Stakeholder Communication

  • Actuarial Calculations

  • Retirement Plans

  • Pension Regulations

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Defined Benefit Business Analyst in Boston, MA, USA is between $75,000 to $120,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific company and industry the analyst is working for.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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