Pension Analyst Specialist II - (Documentation/Requirements SME)

Conduent HR Services, LLC•, Remote US

13d•$65,000 - $75,000

About The Position

The Pension Analyst Specialist II serves as a Pension Plan Requirements Owner and Documentation Subject Matter Expert while supporting the ongoing administration of Defined Benefit pension plans. The role requires extensive knowledge of pension plan provisions, benefit calculations, plan administration, requirements documentation, and audit support. The position ensures that plan requirements and supporting documentation accurately reflect plan provisions and are clearly translated into operational and system requirements. The analyst works with pension administrators, business and technical teams, client Human Resources representatives, and other stakeholders to understand, document, maintain, and implement plan requirements. The role also supports participant issue research, calculation reviews, system testing and validation, audits, and team training.

Requirements

At least 5 years of hands-on Defined Benefit pension experience.
Expert knowledge of Defined Benefit pension plan administration, plan provisions, eligibility, and benefit calculations.
Demonstrated experience as a requirements owner, business requirements analyst, plan documentation SME, or in a similar pension administration role.
Experience interpreting pension plan documents and translating provisions into business, calculation, operational, and/or system requirements.
Experience creating, reviewing, and maintaining Business Requirements Documents, requirements documentation, procedures, and work instructions.
Intermediate to advanced experience with pension calculations and audit support.
Experience researching and resolving pension calculation, participant, data, and system issues.
Experience supporting system requirements, change requests, testing, validation, or defect resolution in a pension administration environment.
Experience with SQL, reporting, and data analysis.
Advanced proficiency with Microsoft Excel, Word, and Outlook.
Strong written communication and documentation skills, with excellent attention to detail.
Ability to communicate confidently with clients about pension provisions, requirements, calculations, and administrative issues.
Ability to work across operational, business, and technical teams and clearly communicate complex pension requirements.

Nice To Haves

Experience supporting multiple Defined Benefit pension plans with varying provisions and calculation rules.
Experience with pension administration platforms or benefits administration systems.
Experience with requirements traceability, User Acceptance Testing (UAT), regression testing, calculation validation, and system implementation or change initiatives.
Experience supporting client-facing pension administration environments.

Responsibilities

Serve as the Plan Requirements Owner and Documentation SME for assigned Defined Benefit pension plans.
Interpret pension plan provisions and translate them into business, operational, calculation, and system requirements.
Develop, review, maintain, and update Business Requirements Documents (BRDs) and other pension requirements documentation.
Maintain plan documentation, procedures, calculation requirements, work instructions, and supporting materials.
Ensure requirements documentation aligns with current plan provisions and approved plan changes.
Identify gaps, inconsistencies, or ambiguities in pension requirements and work with stakeholders to resolve them.
Document new requirements and changes resulting from plan amendments, operational changes, system updates, or defects.
Serve as a reference for questions about documented plan requirements, calculations, and administrative procedures.
Research and respond to complex participant issues involving eligibility, pension calculations, credited service, benefit commencement, and service delivery.
Research system and calculation issues to determine whether results comply with documented plan requirements.
Review pension benefit calculations and outputs for accuracy and consistency with plan provisions and requirements.
Process and review retirement benefit applications and verify participant information for accuracy and completeness.
Research historical service, eligibility, benefit credits, and other information needed for accurate pension calculations.
Use SQL, reporting tools, and other resources to analyze data and research pension administration and system issues.
Support testing and validation of pension system changes, calculation updates, defects, and requirements changes.
Validate system results against approved pension requirements and expected calculation outcomes.
Support internal and external audits by researching requests, providing documentation, and validating calculations and supporting data.
Maintain documentation, work papers, and supporting records to provide a clear audit trail.
Identify documentation or process improvements that strengthen accuracy, consistency, and quality.
Provide pension requirements and documentation expertise to plan administrators and team members.
Partner with business, operational, and technical teams to clarify requirements and resolve issues.
Communicate with client Human Resources personnel and vendor or support teams about pension requirements and administrative issues as needed.
Prepare and deliver training on pension provisions, requirements, calculations, procedures, and documentation.
Collaborate with plan administrators and team members to complete projects, resolve issues, and support consistent service delivery.