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Form of work
SalaryWhat You'll Do:
Who You Are:
Do you have strong Defined Benefit knowledge? Strong attention to detail? Do you like to solve problems? If so, check out this great opportunity to join our Defined Benefit Data Management team.
As a Defined Benefit Data Management Analyst, you will be responsible for updating and maintaining accurate Defined Benefit participant records and benefits. We are looking for someone who thrives when using their analytical skills to solve complex problems, enjoys working with a wide variety of internal partners and can then develop analytical tools and processes to meet the needs of an evolving retirement plan service landscape.
Additional responsibilities may include:
- Provide technical support and resolution, including research, analysis and data consulting, to business partners to ensure data in our recordkeeping system is accurate.
- Utilize Defined Benefit expertise to clearly communicate complex data needs and calculations in simplified terms for internal and external parties.
- Lead and assist in the completion of assigned projects, including but not limited to research, and analysis.
- Serve as an expert for selected topics for internal and external contacts.
- Coordinate activities with other departments to ensure the benefit update process meets established target dates.
- Identify, analyze and resolve administrative data concerns.
- Assist in the onboarding of new clients, providing guidance on data and plan provisions to implement the client onto our recordkeeping platform ensuring a seamless transition for the client.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are:
- Bachelor’s degree or equivalent experience. (such as Math, Actuarial Science, Statistics, or major in an analytical field is preferred.)
- 3+ years of work-related experience in Defined Benefit pension field.
- High level of proficiency with Microsoft Office applications with advanced knowledge of Excel functions.
Skills that will help you stand out:
- Excellent mathematical and analytical skills.
- Knowledge of SQL, XML, VBA, or other programming languages.
- Ability to interpret complex Defined Benefit plan provisions.
- Must have strong communication and interpersonal skills.
- Ability to work collaboratively and manage projects.
- Ability and willingness to work across several different technology platforms.
- Passion for solving problems and sharing solutions.
- Strong decision making and organizational skills.
- Must be able manage a large workload and prioritize accordingly with willingness and flexibility to work overtime, as needed.
- High integrity and discretion to ensure the confidentiality of client information.
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.
Job level
We'll consider talent at a higher level with the right experience and skills. Keep in mind, the minimum/maximum salaries provided do include the all opportunity levels.
Work Authorization/Sponsorship
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. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 2/16/2024 Latest Post Date: Careers - US: 2/16/2024LinkedIn Remote Hashtag
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