Pension Analyst Resume Samples

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T Simonis

Tiana

Simonis

15589 Larson Trail

San Francisco

+1 (555) 951 4322

15589 Larson Trail

San Francisco

Phone

p +1 (555) 951 4322

Experience Experience

New York, NY

Pension Systems Analyst

New York, NY

Gislason and Sons

New York, NY

Pension Systems Analyst

Identify, report and manage defects
Facilitating workshops with SME's (Subject Matter Experts)
Troubleshoot problems that arise, and identify ways to improve process efficiency and the system
Provide technical resource support to internal and external clients
Perform testing coordination
Useful to understand Investment trading with Fund Providers
Be familiar with documenting test steps and conditions and performing system testing

Los Angeles, CA

Analyst, Pension Investments

Los Angeles, CA

Mitchell LLC

Los Angeles, CA

Analyst, Pension Investments

Attend investment manager meetings and selective industry conferences/workshops as part of ongoing investment diligence
Provide market research and insight into annual Strategic Planning process
Work closely with the Director, PE & RE to support the CIO help manage the Alternatives -- PE & RE bucket as part of the overall Defined Benefit (DB) plan portfolio construction in a strategic manner
Monitor existing investments responsibilities include, but not limited to the following; meeting documentation, tracking and responding to periodic and ad hoc action items, monthly/quarterly report analysis, cash flow analysis and performance analysis including benchmarking analysis
Monitor existing investments responsibilities, including but not limited to the following: meetings documentation, tracking and responding to periodic and ad hoc action items, weekly/monthly/quarterly report analyses and performance analyses (including benchmarking analyses)
Provide analytics and investment due diligence support for the Alternatives-Private Equity and Private Real Estate portfolio of Raytheon’s Defined Benefit Plans
Work closely with the Director of Fixed Income, to support the CIO, in managing the fixed income allocation as part of the overall defined benefit plan portfolio construction in a strategic manner

present

New York, NY

Senior Pension Analyst

New York, NY

Fadel and Sons

present

New York, NY

Senior Pension Analyst

present

Calculate pension adjustments (PA), pension adjustments reversals (PAR) and past service pension adjustments (PSPA)
Assist with a review at year-end with Government forms such as T4A , Relevé 2 & NR4
Execute complex tasks (eg.: flexible plans, executive plans, hybrid plans)
Provide training and coaching to junior administrators
Develop and document processes and procedures
Suggest process and tool improvements with a view to enhance team efficiency
Responsible to prepare annual schedule/calendar for payroll processing, cut-offs in conjunction with input from third party providers

Education Education

Bachelor’s Degree in Business

The George Washington University

Bachelor’s Degree in Business

Skills Skills

Ability to work both independently and as part of a team, and interacting comfortably with a wide range of investment leaders and professionals
Excellent communication skills as well as strong presentation skills
Strong knowledge understanding of swaps, futures, swaptions and other tools used for fixed income risk management
Excellent organizational skills with ability to simultaneously manage multiple projects and assignments within scheduled deadlines
Excellent collaboration, communication skills, as well as strong presentation skills
General working knowledge and conceptual understanding of investment theories and principals particularly related to fixed income investments
Knowledge of ERISA
Knowledge of ERISA
Solid MS Office skills including mastery of spreadsheet and presentation software
Ability to articulate views and opinions

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11 Pension Analyst resume templates

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Senior Pension Analyst Resume Examples & Samples

High degree of accountability and decision making responsibility in relation to group annuities from set up, data maintenance, reporting, monthly payment, monthly reconciliation. administration requirements, processes and related tax requirements as it applies to
Buy-Ins
Buy-Outs
Responsible for accurate interpretation of new client specific requirements and provide guidance to business/providers regarding group annuity program
Develop and monitor a series of reports to ensure reasonableness and accuracy of data
Issuance of annuity certificates to deferred and retired members
Develop and document processes and procedures
Organize and perform unit acceptance testing as required for new releases/clients, problems logs which could have an impact on the Benplus database
Assist with a review at year-end with Government forms such as T4A , Relevé 2 & NR4
Create reports for internal/external use as needed
Maintains accurate records for internal and audit usage
Minimum of 3-5 years of working experience with Defined Benefit Pensions or Group Annuities and Payroll Accounting
LI-RA1

Senior Analyst, Pension Solutions Group Resume Examples & Samples

Provide direct support to the Fiduciary Managers working on specific client accounts including creating relationship management collateral and attending Trustee meetings
Conduct analysis for ad-hoc client queries relating to performance, investments and scheme strategy
Running bespoke analysis on client and prospect case studies, etc
Assist with the coordination and management of Russell Investments’ Fiduciary Management Quarterly Client Workshops
Relevant experience in investment consultancy or investment management or related services sector
Experience in working across multiple departments including, but not limited to, sales, investment management, operations, client services, relationship management, product, legal and compliance
Advanced skills in MS Office applications, in particular Word, Excel, PowerPoint
Understanding of the institutional market and pension fund landscape
Knowledge of the investment consulting, asset management and fiduciary management business in the UK including basic investment techniques
Understanding of fiduciary management investment process and solutions including dynamic risk management (eg. de-risking) solutions
Strong presentation techniques and the ability to synthesise information clearly and concisely
Strong proven analytical skills
Excellent project management skills; with proven experience of managing complex projects
Confidence to deal with demanding and knowledgeable client base
Extensive knowledge and understanding of Russell’s global product and service offerings
Strong network of contacts within Russell globally, allowing the incumbent to leverage knowledge and information as required
University undergraduate degree or equivalent qualification / equivalent experience - preferred
University Masters / postgraduate degree or equivalent qualification / equivalent experience - preferred

Defined Benefit Pension Administration Lead Analyst Resume Examples & Samples

Understands advancedDefined Benefit principles and legislation
Ability to read and understand legal plan documents
Ability to create and update requirements documents
Understands and applies concepts of Actuarial Equivalence
Understanding of Microsoft Excel (vlookups, pivot tables,formulas, etc)

Senior Pension Analyst Resume Examples & Samples

Calculates pension entitlement for retiring defined benefit plan members
Calculates marital breakdown valuation and splitting of pension credits
Act as a resource to advise Plan members and department staff on clarification, application of by-laws, legislation, and actuarial concepts in determining appropriate action to be taken in more complex cases
Undertake project work in conjunction with actuarial consultants relating to the sale/purchase of RBC FG businesses requiring the accurate calculation of accrued pension benefits, and pension benefit credits
Participates in implementation and maintenance of changes/enhancements to the pension administration system
Support annual valuation requirements in providing information and responses to data queries
LI-RA1

Citi Pension Investments Analyst Resume Examples & Samples

Quantitative analytics for the company’s Global Pension Investments division
Manage and maintain all quantitative databases and generate analytical reports
Responsible for serving as the primary point of contact with Citigroup Risk Management. As such, responsible for enhancing the quantitative analytics of risk management and returns, including asset classes, strategies and manager risks, returns and correlations
Enhance the technological platforms and analytical processes for gathering and analyzing internal Pension Plan data and external data sources
Masters’ Degree required in Operations Research, Applied Mathematics, Financial Engineering or related field
Designation (or progress towards) in the following areas preferred: Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM)
Programming knowledge: MS Excel VBA, C++, MATLAB
At least 1-2 years of relevant work experience, preferably in financial services industry

Pension Analyst Resume Examples & Samples

Assist in the pension operations and Pension Board affairs for 2-3 countries in Asia Pacific
Help to liaise with various stakeholders, both internal (including HR, Pension Board, Accounting) and external (including fund managers, custodians, consultants, auditors) to ensure smooth operations of the funds
Help to follow up with internal and external stakeholders on any open items, and keep track of the progress to ensure timely closure of all items
Provide support in all the reporting required, including compliance reporting, control reporting, investment reporting and other applicable reporting. Provide administrative assistance as needed
Fresh graduates in business or finance-related field
Organized and meticulous

Pension Senior Analyst Resume Examples & Samples

Fulfillment quality review and approval
Complete and review manual pension calculations
Serve as point of contact for service center questions
5 – 10 years experience in Defined Benefits, deep pension experience

Pension Administration Lead Analyst Resume Examples & Samples

Benefit Calculations, Defined Benefits and Plan Provisions Knowledge
Understands advanced Defined Benefit principles and legislation
Understanding of clients' pension plan provisions, data, and DBCalc/PenProPlus system to train and coach teammates
Performs both first and second checks of calculations
Ensures accuracy and quality of system generated calculations and communication statements
Assists the PM in the development of the Requirements Document for new implementations or ongoing client updates
Ability to read and understand legal plan document and identify inconsistencies with Requirements
Reviews Requirements and other documentation in the database
Ability to update Requirements document based on administrative changes, legislative updates, etc
Incorporates understanding of Plan document, Defined Benefits knowledge
Acts as a resource for the team
Performs manual intervention
Consults with client and/or actuary on non-standard benefit calculations, special programs or projects, and other administrative requests
Identifies and documents any unusual aspects of calculations
Monitors client team to ensure all calculations are completed within set timeframes
Monitors "on hold" calculations to ensure timely follow-up and completion
Ability to complete more challenging non-standard calculations
Basic spreadsheet knowledge preferred but not required (i.e., Excel)
Basic database knowledge preferred but not required (i.e., Access)
Actively participates in and leads trainings
Coaching for team members
Understands Excel and Access tools
Strong command of DBCalc tools, DBAdmin, YPR and CalcsLog or PenProPlus
Understands client's dataload process and principles of testing
Facilitates the maintenance and update of all systems

Pension Systems Analyst Resume Examples & Samples

Analyze/manipulate data using Microsoft Access and Microsoft Excel
Troubleshoot problems that arise, and identify ways to improve process efficiency and the system
Code Excel-based calculation system according to client requirements
Broaden personal knowledge of defined benefit administration rule
Strong verbal, written and consultative communication skills
Strong analytical and mathematical skill set
Strong technical skills
Most comfortable in a work environment that provides a variety of challenging tasks
Detail-oriented and organized
Self-motivated individuals who can apply today's solutions to the problems of the future
Must thrive in a culture that supports teamwork and fun
College degree

System Pension Administration Lead Analyst Resume Examples & Samples

Interpret defined benefit plan requirements and code Excel-based calculation systems based on requirements
Troubleshoot technical issues with client pension calculation systems, using defined benefit and technical knowledge
Identify ways to improve process efficiency and enhance our systems
Provide technical resource support to internal and external clients
Knowledge of defined benefit plans (actuarial knowledge a plus)

Senior Analyst, Defined Benefit Pension Plans Resume Examples & Samples

4 - 7 years experience in corporate, consulting or retirement plan industries
Proficient PC skills using MS Office (including Microsoft Excel)
Has strong understanding/familiarity of PC-based software and on-line systems, including HR system, spreadsheets, word processing, Powerpoint presentations, and other business software applications
Knowledge of pension plans, administrative processes, automation as well as ERISA, Pension Protection Act and FAS 87. Must be able to read and interpret Plan documents as well as apply information to associate benefit related decisions
Must be able to manage multiple projects and priorities simultaneously. Must have proven ability in managing external vendor and consulting relationships. Must have experience in managing the interfaces between the external administrators and internal functions, e.g., Payroll; Finance; Tax, which requires excellent project management skills and the ability to work to critical deadlines

Pension Analyst Resume Examples & Samples

Familiarity with retiree medical valuations is highly desirable
Familiarity with municipal pensions is highly desirable
Computer programming skills, particularly Visual Basic
Willing to pursue exams with the Society of Actuaries, American Society of Pension Actuaries, National Institute of Pension Administrators, or CEBS (a designation with any of these is a plus)

Pension Administration Analyst Resume Examples & Samples

Coordinate with vendors, benefits staff, and legal contacts on a daily basis
Assist in the review of various participant communications to validate compliance with plan provisions and policies
Reconcile pension payroll reports and coordinate with vendors
Assist in the validation/audit of pension calculations to verify accuracy and quality
Perform vendor system testing and document findings
Follow through on participant escalated issues to ensure employee satisfaction
Review plan restatements, amendments, Summary Plan Descriptions, Summary Material Modifications, etc. for accuracy and consistency
Work independently on projects and clearly present results of analysis
Lead and/or participate in meetings and conference calls with vendors
Must exhibit objectivity and openness to others' views, work collaboration with peers and supplier personnel
Identify and resolve problems in a timely manner
Communicate with a clear, informative and grammatically correct fashion and present numerical data effectively
Bachelor's degree in related field plus 6 years of pension administration experience
Proficient using complete Microsoft Office Suite (Word & Excel – required; Access & PowerPoint - preferred); general PC and network navigation skills
Bachelor's degree in related field plus 3 years of pension administration experience
Pension administration experience for companies with multiple plans highly preferred
Summary plan descriptions and legal plan documents analysis
DOL regulations, ERISA, IRS Code research
QDROs and/or non-qualified pension plans
Working with legal staff and drafting documentation
Excellent organizational and project management skills

Pension Administration Analyst Resume Examples & Samples

Support defined benefit data analysis procedures and practices
Analyze large amounts of data using advanced Excel functionality
Research and resolve data questions
Verify corrected or clarified data in vendor system
Perform requirements review
Perform calculation testing
Remain current as it relates to industry trends, best practices, compliance, etc
Interface with internal staff
Work closely with outside vendors as needed
BA/BS degree in Business, Human Resources or other applicable field of study
Minimum of 10 years of experience in the defined benefits field or equivalent combination of education and experience
Selected candidate should have demonstrated in-depth knowledge of complex defined benefit plans
Possesses advanced Excel skills to analyze large amounts of data
Master's degree in Business, Human Resources or other applicable field of study
Previous experience with a company of comparable size and complexity to Northrop Grumman. Experience with SQL queries

Analyst, Pension Investments Resume Examples & Samples

Provide analytics and investment due diligence support for the Fixed Income portfolio of Raytheon’s defined benefit plans
Support the Director of Fixed Income in overall Portfolio construction
Monitor and update the Pension Investments team on fixed income market trends
Conduct investments due diligence on prospective investment opportunities across fixed income asset classes
Monitor existing investments responsibilities, including but not limited to the following: meetings documentation, tracking and responding to periodic and ad hoc action items, weekly/monthly/quarterly report analyses and performance analyses (including benchmarking analyses)
Attend investment manager meetings and selective industry conferences/workshops as part of ongoing investment diligence
Work closely with the Director of Fixed Income, to support the CIO, in managing the fixed income allocation as part of the overall defined benefit plan portfolio construction in a strategic manner
8 years of work experience with a bachelor’s degree or 6 years of work experience with a related master’s degree, with a minimum of 3-5 years of related work experience in the fixed income asset class
General working knowledge and conceptual understanding of investment theories and principals particularly related to fixed income investments
Strong knowledge of fixed income analytics (duration, convexity etc.) and exposure to various fixed income asset types (Treasuries, ABS, MBS CLO’s, bank loans, investment grade and high yield corporates etc.)
Strong knowledge understanding of swaps, futures, swaptions and other tools used for fixed income risk management
Solid MS Office skills including mastery of spreadsheet and presentation software as well as working experience with industry tools (Bloomberg etc.)
Analytical thinking skills and attention to detail
Exposure to other asset classes such as global equities, hedge funds
Knowledge of ERISA
Experience at a corporate pension plan
Excellent collaboration, communication skills, as well as strong presentation skills
Ability to work both independently and as part of a team, and interacting comfortably with a wide range of investment leaders and professionals
Excellent organizational skills with ability to simultaneously manage multiple projects and assignments within scheduled deadlines
High energy and highly motivated
Bachelor’s degree in Finance, Business Administration, Accounting or Economics or related field

Analyst, Pension Investments Resume Examples & Samples

Provide analytics and investment due diligence support for the Alternatives-Private Equity and Private Real Estate portfolio of Raytheon’s Defined Benefit Plans
Support the Director of Private Investments in overall Portfolio Construction
Provide market research and insight into annual Strategic Planning process
Monitor market trends and fundraising activity in the industry
Conduct investments due diligence on specific investment opportunities across asset classes
Monitor existing investments responsibilities include, but not limited to the following; meeting documentation, tracking and responding to periodic and ad hoc action items, monthly/quarterly report analysis, cash flow analysis and performance analysis including benchmarking analysis
As part of ongoing diligence, attend some of the annual GP meetings and selective industry conferences
Jointly liaison between the Private Investments group and Cambridge Associates - includes coordinating quarterly meetings, project support and
Support annual audit requirements including Fair Value processes
Interact with the Tax, Legal and Benefits Finance departments
Work closely with the Director, PE & RE to support the CIO help manage the Alternatives -- PE & RE bucket as part of the overall Defined Benefit (DB) plan portfolio construction in a strategic manner
Must have investments experience with due diligence on specific investment opportunities across asset classes including Private Equity and Private Real Estate
8 years of total work experience with 3-5 years of related work experience in Alternatives asset class
Excellent communication skills as well as strong presentation skills
Ability to articulate views and opinions
Solid MS Office skills including mastery of spreadsheet and presentation software
Knowledge of ERISA a plus

Pension Analyst Resume Examples & Samples

Provide subject matter expertise with regard to the Ford-UAW Retirement Plan, General Retirement Plan, and the UAW-AAI Retirement Plan
Provide support in maintaining plan regulatory compliance
Assist with maintaining plan documents, plan rules, plan administration manuals, and plan literature and forms
Perform benefit calculations
Lead complex projects
Work with retirement associates to achieve timely resolution of participant issues
Interface with plan administrators, legal counsel, actuaries, trustees, paying agents, and specialists to resolve benefit issues
Work on special assignments including audits, data cleanup, and union negotiations
Interface with plan administrators, legal counsel, actuaries, trustees, and specialist to resolve benefit issues
Assist with preparation of annual returns and reports (Forms 5500, PBGC filings, etc.)
Assist with legally required documents such as Summary Plan Descriptions and Annual Funding
Ensure compliance of Ford-UAW collective bargaining agreement
1+ years of pension or benefit related experience including administration, plan design, and compliance
3+ years’ experience in Microsoft Office suite
Proven facilitation and conflict resolution skills
Experience/working knowledge of benefit compliance, regulatory & legislative matters
Team Player with experience in working with and/or leading teams
Experience working with the UAW or other unions
Successful candidate should be able to demonstrate leadership in One FORD (leadership) behaviors combined with outstanding interpersonal, teambuilding, and communication skills

Senior Analyst, Pension Investments Resume Examples & Samples

Investment performance measurement and analysis
Investment risk management
Selection and monitoring of investment managers
Financial/risk software e.g. Bloomberg, MSCI Barra
Custody of assets and financial reporting
Investment in derivatives, hedge funds and real assets
Pension plan operations and management
Actuarial valuations

Pension Benefit Analyst Resume Examples & Samples

Set priorities and activities with direction while seeking to understand reasons for change
Develop an understanding of our customers, their needs, and how individual work contributes to overall success
Work with guidance to respond to the needs of customer promptly and appropriately
Learn the quality standards expected from work, rationale behind own work processes, and ways of improving own work methods
Develop working knowledge of process improvement principles and methodology, and operational measures for team
Build his/her capability to contribute to the team by taking responsibility for his/her development, tapping multiple sources of learning to deepen his/her knowledge, seeking out new experiences, and applying his/her learning appropriately
As a Pension Benefits Analyst I with Ingersoll Rand we strive to meet our customers’ expectations by providing excellent all around service
Calculate and perform pension benefit calculations for multiple union and non-union plans
Research, process and review manual data corrections
Analyze and communicate resolutions to participant inquiries via phone or written correspondence
Establish, update and close issues within established timeframes
Identify, research and resolve data discrepancies
Perform user acceptance testing
Research and respond to inquiries from customers, actuaries, and ERISA Counsel
Produce and review standard reports
Assist with reports, maintaining records/files, and account reconciliation
Provide support as needed in problem resolution, transaction processing and data management
Review incoming forms for completion and accuracy; take appropriate corrective action
Comply with standard operating procedures (SOPs), and assist in the development of future SOPs
Bachelor’s degree (Math, Business Management, HR or related field)
Experience with HR systems, PeopleSoft and Oracle preferred
Knowledge of Human Resources operations and policies preferred
Advanced level MS Office (Excel, PowerPoint, Visio, etc.) skills are required

Pension Systems Analyst Resume Examples & Samples

Work closely with clients and/or the business to identify and analyse sometimes complex requirements
Produce solution documentation to include data flow diagrams and physical database design
Facilitating workshops with SME's (Subject Matter Experts)
Produce implementation guides
Identifying issues and risks
Be familiar with documenting test steps and conditions and performing system testing
Ideally, subject matter expert in Insurance and/or Pensions Administration Systems. The candidate must have strong technical skills in producing solution documentation to include database design
Useful to understand Investment trading with Fund Providers
Useful to understand automated payments processing
Useful to be familiar with task based processing
Ideally to be familiar with web architecture and object oriented design plus web services
Author detailed solution documentation and technical specification documents
Deliver functional, technical, and system specifications for complex business requirements in a clear and concise manner
Convincing at presenting proposals by way of high level solutions to end users and/or stake holders
Perform testing coordination
Provide support for user acceptance testing and participate in testing of new system functionality
Collaborate with architects, developer and subject matter experts to establish the technical vision and analyse trade-offs between usability and performance needs
Maintain system test documentation to ensure completeness
Identify, report and manage defects

Pension Administration Analyst Resume Examples & Samples

Review plan restatements, amendments, Summary Plan
Descriptions, Summary Material Modifications, etc. for accuracy and consistency
Bachelor's degree and 3 years of pension administration experience; 1 year of pension administration experience with a master's degree

Pension Actuarial Analyst Resume Examples & Samples

Bachelor's degree in mathematics, actuarial science or related field, or equivalent work experience
Good analytical, communication, organizational and prioritization, and decision-making skills
Ability to complete detailed work accurately
Knowledge of actuarial mathematics is preferred, which could include probability and statistics, numerical analysis, and compound interest
Knowledge of spreadsheet and database or similar PC software packages including Excel and Access, or the ability to learn, is preferred
Aptitude in programming languages is preferred
Defined Benefit experience is preferred

Pension Administration Analyst, Toronto Resume Examples & Samples

Provide general administrative support, including filing and meeting and travel arrangements
Assemble and distribute individual pension packages to members
Prepare and track payment instructions for members who have terminated, died or retired
Update the status of benefit calculations in client-specific tracking logs
Assist in performing entry level plan administrative tasks such as routine benefit calculations
Assist in special projects including data entry, preparation of correspondence to members, etc
Initiate quarterly process, calculate and produce forms for Pension Adjustment Reversals
Process Authorizations for Payments where required, including checking for, and requesting missing information
Assist in the production of annual benefit statements
Distribute monthly CANSIM rate information to the Pension Administration team and specified clients

Pension Calculation Analyst x Resume Examples & Samples

Interpret pension’s technical documentation and member data
Interact with the external client facing self-service administration teams and the systems teams based in the UK and Manila
Provide expert pensions legislative knowledge
Work on a large portfolio of DB, DC and hybrid schemes
Perform detailed technical analysis of Trust Deeds and Rules and other scheme documentation
Produce detailed calculation proforma from first principles and supporting automation test packs
Collaborate with the Lead System Consultant team during data migration to ensure consistency between the data and calculation project streams
Interact with third parties such as the scheme actuary and solicitors to clarify complex queries
Acceptance test calculation and supporting software
Assist in due diligence exercises by analysing data quality, identifying data issues and proposing solutions
Keep stake holders up to date, share concerns and propose solutions where appropriate
Provide an efficient, professional service to meet all client needs and to promote the Willis Towers Watson brand
Pass at C or above for Maths and English at GCSE or equivalent
Experience of dealing with DB and DC occupational pension schemes
Detailed understanding of retirement, transfer and death calculations
Full pensions legislative knowledge: both current and historic
Interpersonal skills to include good written and verbal communication
Good time management skills and the ability to organise and prioritise own workload
Computer literate, good IT skills particularly Excel
Proven problem solving and analytical skills

Senior Pension Analyst Resume Examples & Samples

Plan with the client the calendar for deliverables
Set priorities and coordinate projects taking into account established deadlines
Be the client key contact
With the junior administrator, ensure benefits calculations and associated statements are produced (termination of employment, retirement, death, divorce, etc)
Update client database
Produce annual member statements
Calculate pension adjustments (PA), pension adjustments reversals (PAR) and past service pension adjustments (PSPA)
Verify calculations produced by junior administrators
Execute complex tasks (eg.: flexible plans, executive plans, hybrid plans)
Provide training and coaching to junior administrators
Suggest process and tool improvements with a view to enhance team efficiency
Bachelor's degree in a related field (actuarial sciences, mathematics, or administration)
Five to ten years of experience in defined benefits pension administration
Demonstrate the following competencies: analytical ability, organization, thoroughness, attention to detail, interpersonal communication, teamwork, self-reliance, resourcefulness
Bilingualism (French and English) is an asset
Mastery of MS-Office software programs

Junior Pension Analyst Resume Examples & Samples

Prepare annual information returns
Understand the provisions of the plans and the various applicable laws
Create or modify calculation programs in order to respect the provisions of the relevant plans, laws, and administrative procedures
Work experience with defined benefit pension plans is a strong asset
Proficient with MS-Office software programs

Analyst, Pension Administration Resume Examples & Samples

Post-secondary education or equivalent
3-5 years progressive business experience with 1 to 2 years pension and or benefits experience
Proficient in Excel and working knowledge of Microsoft Office Suites of products
General benefit administration program knowledge
High degree of accuracy
Ability to listen carefully to others, while being polite, courteous and respectful in interactions
Conveys facts and information clearly in both written and verbal communication
Ability to collect sufficient information to understand problems and issues
Demonstrates awareness of the business and the work group’s goals
Ability to adapt to new technologies, methods, and practices
Ability to liaise with all levels of employees across the organization (North America and International)
Resourceful and highly results oriented with analytical, evaluation, problem solving, and facilitation skills
Demonstrates a willingness to implement new ideas within acceptable boundaries
Share our core values of safety, integrity and respect

Analyst, Pension Investments & Actuarial Resume Examples & Samples

Preparing actuarial valuations related to Canadian pension plans and supporting the various actuarial work performed
Performing asset / liability studies for pension plans in North America
The actuarial support of the pension administration team
The administration and monitoring of pension fund investments, including the performance of managers, asset allocation, liquidity management and compliance
Meetings with external suppliers such as actuarial consultants, fund managers and custodian
Preparing financial information for presentation to the various pension and investment committees
Support for the analysis of the financial markets and investment opportunities in which our schemes invest (stocks, bonds, real estate, private placements, etc.)
Undergraduate degree in actuarial sciences or finance
Minimum of 2 years of relevant experience in pension plan consulting/investments

Pension Systems Workflow Analyst Resume Examples & Samples

Bachelor’s degree in IT or equivalent experience in development and support of Financial Services Applications is essential
At least 3-5 years’ experience as a Systems Analyst on large and complex projects within an insurance, claim processing or pensions industry
Strong skills in Process Mapping and Business Process Reengineering
Able to grasp new concepts quickly, demonstrating understanding of the implications of technical issues on business requirements and / or operations, and ability to work independently and as a member of the team
Skilled at Business Process Analysis (to the degree that you can use an electronic tool such MS Visio to capture an as-is business process)
Skilled at producing application and business requirements
Experience facilitating workshops and focus groups
Strong business/client engagement skills
Relational Databases (to include having basic SQL Skills)
GUI Design and Development
Experience of UNIX, Oracle and SQL