Utility Analyst
CivilGrid
Senior Institutional Defined Contribution Analyst
Fisher Investments
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Analyzes and interprets plan data from client organizations regarding their defined contribution plans
- Prepares detailed case studies based on financial data to construct a clear, compelling narrative
- Analyzes and provides insights using complex datasets
- Manages a program to ensure the elements are completely and efficiently meeting the business requirements
- Manages all phases of various projects from envisioning through deployment
- Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department
- Coaches, mentors, and motivates team members
- Conducts deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact
- Maintains data accuracy by validating sources, cleaning datasets and applying appropriate methodologies
- Monitors and interprets industry benchmarks to position our product competitively within the defined contribution space
Requirements
- Bachelor’s degree or equivalent combination of education and experience required
- Highly developed qualitative and quantitative skills required for interpreting large data sets
- Ability to analyze various situations and develop creative solutions
- Excellent verbal and written communication skills
- High level of attention to detail
- Ability to adapt to changes in a fast paced, team environment
- Ability to prioritize workload and manage time across various tasks
- Proficient in Microsoft Office software
- Ability to translate complex data into a clear, persuasive narrative
- Professional certifications such as the Qualified 401(k) Administrator (QKA) or Certified Employee Benefits Specialist (CEBS) preferred
- Works onsite, under direct supervision, in a team-based and open office environment
