Associate Analyst, Defined Benefit - Early Career

Fidelity • Covington, KY

1d • Onsite

About The Position

This role is for a recent college graduate interested in problem-solving, data analysis, and teamwork to support retirement plans for millions of employees and retirees. Defined Benefit plans, also known as pension plans, provide a predictable retirement income. No prior pension experience is necessary, as training, mentorship, and hands-on experience will be provided. The role involves working with large datasets, analyzing business processes, supporting client projects, and collaborating with internal teams. You will gain exposure to retirement operations, technology, project management, and consulting, while developing analytical and professional skills. The position is within Fidelity's Workplace Investing Defined Benefit Operations organization, which is the largest Defined Benefit (DB) recordkeeper in the US and has been a trusted provider for over 30 years.

Requirements

• Bachelor’s Degree – Data Analytics, Data Science, Management Information Systems, Business Analytics, and Business Administration majors are preferred.
• Strong analytical and problem-solving skills.
• Experience using Microsoft Excel for data analysis.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and work in a collaborative, fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Interest in financial services, retirement benefits, operations, or consulting.
• Curiosity and willingness to learn technical and business concepts.
• Continuous improvement mindset and desire to identify better ways of working.

Nice To Haves

• Experience with SQL, Access, Tableau, Power BI, Python, or other analytical tools preferred.
• Exposure to actuarial science concepts is a plus.
• Internship, academic project, or coursework involving data analysis, reporting, or process improvement.

Responsibilities

• Analyze and validate large datasets using tools such as Excel, SQL, and other reporting platforms.
• Learn how pension plans operate and become a subject matter expert in Defined Benefit administration.
• Support client projects, operational enhancements, and business process improvements.
• Research and resolve complex data, plan, and operational issues.
• Partner with internal teams to design and implement solutions that improve client and participant experiences.
• Assist with corporate actions and change orders, which are requests to update how a client's pension plan is administered or maintained.
• Participate in meetings and planning activities to ensure successful project execution and client satisfaction.
• Evaluate business requests and identify potential impacts to operations, systems, and client deliverables.
• Help identify opportunities for automation, efficiency improvements, and process enhancements.
• Collaborate with leaders and cross-functional teams on initiatives that support Fidelity's Defined Benefit business.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level