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Pension and Calculation Analyst

Pension and Calculation Analyst

locationResearch Triangle Park, NC 27709, USA
PublishedPublished: 2/8/2024
Full Time

Pension and Calculation Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Pension and Calculation Analyst to work in Durham, NC, Westlake, TX, or Smithfield, RI!

The Role

In Workplace Investing, the Pension Analyst blends deep Defined Benefit domain expertise with a passion for teamwork, innovation, and client management. This role is primarily responsible for establishing a team environment by providing direct leadership, technical expertise and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective. In addition, the Analyst will support the strategic direction of the business, lead highly complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The Analyst will also engage with other lines of business on projects that affect other Defined Benefit products and services. We are looking for someone to join our great team of professionals, who enjoy a fast-paced environment, and can provide quality work and a best-in-class client/customer experience.

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent work experience
  • 5-10+ years of defined benefit/pension plan administration experience
  • Experience in Project Management and/or Analytics
  • Ability to balance day to day management of several project related responsibilities and tasks including highly prioritized requests.
  • Demonstrate leadership ability with self-motivation and determination
  • Strong mathematical and analytical skills including ability to perform complex manual calculations.
  • Proficient with Microsoft Excel, Access and working experience with data analytics
  • Client Management experience
  • You have critical thinking and problem-solving skills. You are a leader with self-motivation and determination to succeed and ability to coach and mentor others
  • You must be technically inclined with application experience and competence including proficiency with various Defined Benefit Plan structures, complex calculations, and data (e.g., Excel, Word, Access, etc.). Ability to perform calculations using directions documents.
  • Good communication, both verbal and written; ability to implement/facilitate change. Forward looking, analytic, continuous improvement mentality
  • Demonstrate a mix of analytics and technical skills. Ability to run queries, analyze and organize large amounts of data and identify root cause and work towards solutions
  • Project consulting experience including requirement discovery and solution design
  • You have a solid ability to balance, prioritize multiple projects and understanding of risk management and time management
  • You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

The Team

This role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day-to-day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.

COVID Work Policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic Working – Post Pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.