Nonqualified Analytics Analyst

Empower • Overland Park, KS

2d • $65,600 - $92,675 • Hybrid

About The Position

The Analyst Nonqualified Analytics is a financial analyst whose primary responsibility is to provide financial analysis and financial reporting for nonqualified (NQ) retirement plan new business and existing clients.

Requirements

• Bachelor’s degree and/or equivalent experience
• Familiarity with Excel
• Detailed oriented
• Effective communication and time management skills
• Life insurance license within established guidelines
• FINRA series 6 and 63 within established guidelines
• FINRA fingerprinting required
• Applicants must be authorized to work for any employer in the U.S.
• We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• Financial services or data analytics experience preferred

Responsibilities

• Manage deliverables to ensure meeting of SLA’s, prioritization of work and adherence to department protocols
• Research life insurance and NQ concepts
• Assist senior level Nonqualified Analysts with entering asset and liability data into department data analytic models
• Learn department data analytic models
• Shadow more senior level Nonqualified Analysts to learn projects and book of business
• Work on less complex financial models to support ad hoc and manual client requests
• Support key initiatives and projects (including market research, model optimization and process improvements) as needed
• Display “ownership” mentality – take accountability, act with a sense of urgency, actively engage in ongoing learning
• Support team and organizational initiatives through active engagement and participation in projects, team meetings, and Q&A sessions

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree