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Pension Calculation and Operations Analyst
Pension Calculation and Operations AnalystJPMorgan Chase • San Antonio, TX, US
Pension Calculation and Operations Analyst

Pension Calculation and Operations Analyst

JPMorgan Chase • San Antonio, TX, US
6 days ago
Job type
  • Full-time
Job description

Pension Analyst

Are you a hands-on Pension Analyst looking to join a large in-house retirement operations team at one of the worlds most admired companies? Come make a difference in our team.

As a Pension Calculation and Operations Analyst within the Pension Operations team, you will combine your in-depth knowledge of Defined Benefit plans with a strong commitment to collaboration, innovation, and client service. You will perform a variety of benefit calculations, engage in data gathering and validation, ensure regulatory compliance, and communicate with both plan participants and internal teams. This role offers the opportunity to work in a fast-paced environment and provide a best-in-class client / customer experience.

Job Responsibilities

  • Provide information and advice on plan documentation discrepancies and / or guidelines, e.g., data, provisional, or other plan / client issues
  • Research and validate participants in accordance with plan rules and regulations
  • Determine pension benefit payable to participants and / or surviving beneficiaries
  • Research plan discrepancy issues and review plan document provisions for benefit calculations
  • Analyze, review, and guide Pension Operations teams to the resolution of escalated client or participant issues
  • Collaborate with actuary as needed
  • Analyze, research, and resolve complex issues as assigned
  • Understands importance of compliance, accuracy, and confidentiality in the work

Required Qualifications, Capabilities, and Skills

  • Technically inclined with application experience and competence, including proficiency with various Defined Benefit Plan structures, complex calculations, and data
  • Strong mathematical and analytical skills, including working experience with data analytics and confident in reviewing, validating, and managing large sets of data
  • Ability to balance, prioritize multiple projects and understanding of risk management and time management
  • Critical thinking and problem-solving skills
  • Attention to detail and strong written and verbal communication skills
  • Preferred Qualifications, Capabilities, and Skills

  • Bachelors degree or equivalent work experience
  • 5+ years of defined benefit / pension plan administration experience, including performing and reviewing benefit calculations
  • Experience with Cash Plan and traditional Final Average Pay benefit structures preferred
  • Experience in Project Management and / or Analytics
  • Experience in financial analysis, data management and data quality are an asset
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    Pension Analyst • San Antonio, TX, US

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