Note: The job is a remote job and is open to candidates in USA. Principal is a purpose-led financial services and technology firm that builds financial tools to support customers' financial security. The Retirement Benefit Analyst V will maintain accurate Defined Benefit participant records, perform benefit calculations and analysis, provide pension technical assistance, and improve tools and processes. The role also includes reviewing benefit information, mentoring team members, and serving as a subject matter expert across defined benefit areas.
Responsibilities
- Complete assigned projects, including gathering and organizing information/data, processing benefit calculations and analysis. Identify and implement areas for improvement including the development of new tools and processes
- Provide pension technical assistance to business partners involving research, calculation analysis and solving questions and problems. Articulate technical benefit information to internal and external parties
- Analyze and review of benefit information; may involve performing quality reviews
- Mentor team members and act as a SME expert to all defined benefit areas. Write and maintain procedures, as needed
- Performs other job-related duties and special projects as required
Skills
- Bachelor's degree or equivalent experience (preferably in a major related to analytical fields, including Math, Actuarial Science, Statistics)
- 5+ years of work related experience in defined benefit pension field required
- Must be able to interpret complex plan provisions
- Strong mathematical, technical and analytical skills along with keen attention to detail
- High integrity and discretion to ensure the confidentiality of client information
- Must have strong decision making and organizational skills
- Must have strong mentoring, interpersonal and listening skills
- Must be a team player and a positive influence in a team environment
- Knowledge of spreadsheet and database or similar PC software packages, is required
- Excellent mathematical and analytical skills
- Must be able manage a large workload and prioritize accordingly with willingness and flexibility to work overtime, as needed
- This role offers hybrid (blending at least three office days in a typical workweek) and remote work arrangements (only if residing more than 30 miles from Des Moines, IA or Charlotte, NC.)
- At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc
- 3+ years of previous experience using defined benefit systems preferred
- Knowledge of SQL, XML, VBA, or other programming languages
Benefits
- Non-sales positions have the opportunity to participate in a bonus program.
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible: Yes
- This role offers hybrid (blending at least three office days in a typical workweek) and remote work arrangements (only if residing more than 30 miles from Des Moines, IA or Charlotte, NC.).
Company Overview