Pension Analyst Resume Sample

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Jessy Boehm
946 Kiehn Mountains,  San Francisco, CA
+1 (555) 665 5815

Work Experience

Senior Analyst, Pension Investments
06/2015 - PRESENT
Phoenix, AZ
  • Strong ability to communicate and foster internal and external relationships to work towards team cooperation and client satisfaction
  • Concern for Order and Quality (high level of accuracy)
  • Information Seeking, engage in learning opportunities
  • Adapt to new requirements and changing situations
  • Strong mathematical skills and or accounting practices
  • Strong micro based computer skills including Microsoft Office – Advanced Excel including pivot tables and v-look up
  • Query and database report writing experience
Pension Analyst
07/2008 - 12/2014
San Francisco, CA
  • Working with Sales associates to research, identify and target prospects within UK and Ireland
  • Working with Sales associates to develop ways to enhance the sales process further
  • Working with Sales associates to prepare / follow up on sales meetings, research prospects and industry events
  • Assist and attend meetings with prospects / clients as required
  • Assist with the coordination and management of Russell Investments’ Fiduciary Management Quarterly Client Workshops
  • Extensive knowledge and understanding of Russell’s global product and service offerings
  • Good understanding of Pension Standards Act, ITA and provincial pension legislation
  • Defined Benefit pension experience
Junior Pension Analyst
08/2002 - 06/2008
Phoenix, AZ
  • Self starter, with ability to take tasks to completion with minimal supervision
  • Well organized with the ability to prioritize work effectively
  • In depth knowledge of pension plans/Group Annuities including regulatory requirements
  • Solid knowledge of pension payroll an asset
  • Working knowledge of applicable legislation that governs payroll practices an asset
  • Knowledge of Benplus pension system an asset
  • Knowledge of Viewfinder an asset
  • Provide direct support to Sales associates across Russell’s services to include fiduciary management, asset management and implementation services (including transition management, overlay services, FX, commission recapture, etc)


Southwest Minnesota State University
1997 - 2002
Bachelor's Degree in Finance

Professional Skills

  • Strong oral and written skills and the ability to communicate complicated issues effectively
  • Strong analytical skills with good data analysis experience
  • Retirement or benefits experience, with prior pension administration experience
  • Computer skills to include MS Word and Excel
  • Excellent numeracy, strong attention to detail and an ability to analyse and dissect complex financial data
  • Solid mathematical, analytic and personal computer skills
  • Having wide-ranging knowledge and experience, uses professional concepts and company objectives to resolve issues in creative and effective ways

How to write Pension Analyst Resume

Pension Analyst role is responsible for excel, organizational, administration, insurance, computer, microsoft, design, finance, database, accounting.
To write great resume for pension analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Pension Analyst Resume

The section contact information is important in your pension analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Pension Analyst Resume

The section work experience is an essential part of your pension analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous pension analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular pension analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Pension Analyst resume experience can include:

  • Excellent consultative and client service skills; able to effectively manage key relationships
  • Strong organizational skills; possess good judgement; detail oriented
  • Excellent computer and technical skills, including ProVal and Microsoft Excel
  • Strong and effective communication skill; able to keep information confidential
  • Efficient worker with good organizational skills and attention to detail
  • Expertise in conflict management and resolution with excellent interpersonal skills

Education on a Pension Analyst Resume

Make sure to make education a priority on your pension analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your pension analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Pension Analyst Resume

When listing skills on your pension analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical pension analyst skills:

  • Analytical, communication, organizational and prioritization, and decision-making skills
  • Demonstrated ability to develop strong, trusting business relationships at all levels and be regarded as a trusted partner
  • Superior verbal and written communication skills for multiple audiences including staff, management, and senior executives
  • Relational Databases (to include having SQL Skills)
  • Interact effectively with external and internal clients
  • Effectively manage confidential and/or sensitive information

List of Typical Experience For a Pension Analyst Resume


Experience For Senior Analyst, Pension Investments Resume

  • Demonstrated ability to handle filing and maintenance of sensitive documents
  • Working knowledge of pension and retiree medical plan design, administration, funding, and accounting
  • Performing manual calculations forTier 2 calculations, including but not limited to QDRO’s, RMD’s, RASD’s,transfers and deaths
  • Reviewing testing of systemchanges performed by other team members
  • Preparing and reconciling annualvaluation data files
  • Managing call answer rate metrics
  • Answering participant phone callsas needed
  • Performing monthly reconciliationswith checkwriters

Experience For Pension Calculation Analyst x Resume

  • Handling escalated participantcalls/issues
  • Testing of system changes
  • Coaching team members and be aresource on plan and defined benefit provisions
  • Consulting with clients on benefitcalculations, data and other administration requests
  • Assisting Project Manager with special projects
  • Ability and desire to work in a challenging and growing atmosphere

Experience For Senior Pension Analyst Resume

  • Create and edit PowerPoint presentations, including excel tables and linked databases
  • Lead effort to modernize and streamline pension data and report management (OpX, create efficiencies around existing processes)
  • Schedule and coordinate both internal and external meetings and appointments for the pension team, investment committee meetings, projects and consulting firms
  • An interest in institutional investing
  • Work jointly with service providers and the payroll department for all problem solving

Experience For Analyst, Pension Administration Resume

  • Create calculation spreadsheetsusing Excel
  • Second checking calculationsperformed by team members
  • Knowledge of RBC FG Pension Program an asset
  • Pension Plan Administration Certificate - CEBS or PPAC
  • Quantitative analytics for the company’s Global Pension Investments division
  • Acts as a team resource for clients' Events Requirements and standard ongoing processes, processing of payments and leads monthly payment reconciliation process, 2nd check payment entry

Experience For Defined Benefit Pension Administration Lead Analyst Resume

  • Identifies and researches data questions or edits and responds to and manages other participant inquiries
  • Assists PM with special projects
  • Leads clients' special projects
  • Respond to all escalated and/or complex administrative requests from participants
  • Interface with the trustee who performs the pension payments
  • Partner with Senior Manager and vendor to manage the third party administrator who performs the administration of the US Pension Plans, including but not limited to, plan and regulatory compliance and overseeing the quality control of pension calculations and pension distributions

Experience For Pension Systems Workflow Analyst Resume

  • Provide input on technical and compliance issues for pension plans
  • Provide analytics and investment due diligence support for the Alternatives-Private Equity and Private Real Estate portfolio of Raytheon’s Defined Benefit Plans
  • Experience in Microsoft Office suite
  • Extensive knowledge of Microsoft Office (Word, Excel, and PowerPoint)
  • Positive, professional, proactive outlook and cooperative work ethic
  • Load and balance pension data between pension administration systems

Experience For Senior Analyst, Defined Benefit Pension Plans Resume

  • Reconciliation of various invoices and pension and retiree benefit payments
  • Assign and complete cases through multiple case management tools
  • Monitor pension investment risks alongside GSK’s strategic targets
  • Ensure compliance with relevant regulations and develop, apply and maintain internal controls and risk management processes and documentation
  • Assist with the implementation of Company/Trustee decisions on pension investment strategy and risk management, including reviewing legal documentation and supporting the transition of assets between different fund managers/asset classes
  • Review and monitor the performance and fees charged by investment fund managers
  • Partner closely with GSK staff in different geographies and areas of the business such as Accounting and Benefits and work directly with external parties (e.g. investment fund managers, consultants, auditors, actuaries, lawyers)

Experience For Pension Administration Analyst, Toronto Resume

  • Monitor investment markets, such as equity and bond performance, and their impact on the financial position of the pension schemes
  • Review data, analysis and advice provided by external parties to GSK
  • The opportunity to play an integral role in one-off projects, including large and complex transactions and sophisticated approaches to pension investment and liability risk management
  • Develop, Implement and Execute HR Operations Strategies, Policies and Programs, and Processes: Draws upon general HR Operations/Retirement administration and/or general understanding of business requirements, strategies to perform the day-to-day administration and support of the qualified and non-qualified pension plans including
  • Responsible for updating current or establishing new processes to ensure plan compliance and data integrity with vendors
  • Act as Pension SME to guide projects/operations within the design and execution of the HR Services/Operations governance framework
  • Provide complex pension calculations as requested by the business/Legal
  • Partner with Senior Retirement Plan Consultant to guide special, complex projects according to processes with Pension vendor and internal processes to ensure project success. Utilize full HR Services/Operations knowledge to ensure all operational aspects of the project are successful
  • Utilize general Pension Administration knowledge to work on special projects such as: Special agreements, acquisitions, divestitures, implementation of new plans, and/or changes to existing plans

Experience For Analyst, Pension Investments & Actuarial Resume

  • Effectively deliver on agreed upon deadlines
  • Excellent knowledge of MS Office suite, especially Excel
  • With limited supervision, responds to questions from the business on complex pension issues
  • Establish relationship with vendor to ensure swift resolution to questions/issues/concerns
  • Work with vendor to consult on and approve changes to the administration system and confirm there is not any unintended impact to the vendor system for Pension administration
  • HR Operations Governance and Compliance
  • Performs activities to ensure the consistent application of HR Operations philosophy and standards, as well as compliance with regulatory requirements, working with legal counsel as appropriate
  • Oversee non-qualified calculations to ensure accuracy and benefits are administered within 409(a) regulations

Experience For Senior Analyst, Pension Solutions Group Resume

  • Responsible for all interfaces in and out of Cargill regarding pension and retirement data. Responsibilities include detailed knowledge of how interfaces work and data that is sent, troubleshooting issues, and analyzing/researching issues and downstream impacts
  • Manage and or participate in special projects as requested by HR Operations or retirement/pension leadership. Draw on experience and knowledge and independently move forward with project activities and implementation
  • Assist with setup and programming of actuarial valuations
  • Update / develop new and existing Excel workbooks
  • Act as primary plan subject matter expert on all aspects of pension administration

List of Typical Skills For a Pension Analyst Resume


Skills For Senior Analyst, Pension Investments Resume

  • Knowledge of Excel including experience working with v-lookups & pivot tables are required
  • Experience as a Systems Analyst on large and complex projects within an insurance, claim processing or pensions industry
  • Anticipate workflow levels in advance and manage multiple and changing priorities for different stakeholders
  • Relevant work experience, although we encourage applications from exceptional candidates with different working backgrounds
  • Strong knowledge of HR principles, policies and legislation affecting Defined Benefit and Deferred Compensation plans

Skills For Pension Calculation Analyst x Resume

  • Handle multiple, demanding priorities on a daily basis
  • Collaborative approach and able to forge strong relationships with other teams and external contacts to build trust
  • Previous work experience in finance, investment or pensions administration
  • Previous work experience in finance, investment or pensions
  • Professional level experience in administration of employee pension benefits

Skills For Senior Pension Analyst Resume

  • Proven ability to work independently as well within a team
  • Relevant pension actuarial or equivalent experience required
  • Strong commitment to service and adherence to desired quality standards on all deliverables
  • Experience in pension, investment or actuarial-related fields
  • Preferably with project management experience
  • Working knowledge of relevant regulations and laws (ERISA, PPA, etc.)
  • Working knowledge of HR-specific software systems, electronic spreadsheets and databases

Skills For Analyst, Pension Administration Resume

  • Working towards PPAC or equivalent
  • Understanding of actuarial concepts
  • Confident at liaising with, approaching and presenting to senior stakeholders
  • The opportunity to attend and contribute to committee meetings, including report writing and presenting
  • Organised, working logically and maintaining clear documentation
  • Results focussed, consistently delivering high quality analysis and meeting deadlines
  • Fundamental understanding of working area, HR and business functions related to own area of responsibility
  • Ability and desire to work in a challenging and growing environment

Skills For Defined Benefit Pension Administration Lead Analyst Resume

  • Provide Subject Matter Expertise and support with respect to general processing issues, administration issues, specific business process and other reviews, including member inquiries (within the Retirement and Savings Group for Canada)
  • Develop use cases and perform testing coordination
  • Achieved or working towards the CFA designation
  • Innovative and flexible thinker, with a focus on identifying areas of process improvement through simplification and standardisation
  • Willingness to challenge existing procedures in order to provide high quality analysis on a timely basis
  • Adaptable to inherent uncertainty and ambiguity in certain decision making processes

Skills For Pension Systems Workflow Analyst Resume

  • Able to develop suitable and proportionate solutions to fit scenarios where an existing approach does not exist
  • Basic proficiency in using Bloomberg
  • B.S. /B.A. in HR, Accounting or related field
  • Apply understanding of company, federal and state requirements to complex human resources functions
  • Documents outlining annual events, processes, and unique situations in client databases
  • Prepare high quality reporting to GSK’s senior management and investment committees

Skills For Senior Analyst, Defined Benefit Pension Plans Resume

  • Executes cyclical pension audit, working with external auditor to ensure plan administration is within compliance of plan documents and pension legislation
  • Analyze complex data and identify the key issues behind problems and work with other departments and vendors to resolve and enhance process flows
  • Analyze complex data, identify the key issues behind problems, and work with other departments and vendors to resolve and enhance process flows as well as resolving employees questions
  • Perform regular quality assurance activities of administration processes, payroll deduction transactions, share/fund transactions and member communications. As part of continuous improvement efforts, identify and recommend to management any changes to systems, workflow processes/procedures, and member communications
  • Review pension data to support vendor management, analyze member trends within the program, follow-up on anomalies / variations, to support policy/strategical decisions and for supporting our HR business partners

Skills For Pension Administration Analyst, Toronto Resume

  • As a Pension Benefits Analyst I with Ingersoll Rand we strive to meet our customers’ expectations by providing excellent all around service
  • Carry out (with some assistance) actuarial projects such as valuations for small plans and year-end financial disclosures for clients
  • Results-focused with the ability to translate business requirements into actionable goals and objectives for the group
  • Provide analytics and investment due diligence support for the Fixed Income portfolio of Raytheon’s defined benefit plans
  • 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.)
  • Excellent analytical, technical and computer skills (e.g. Excel)
  • Keen interest in investment management and financial markets
  • Resourceful, achievement-oriented and forthright with strategies/opinions

Skills For Analyst, Pension Investments & Actuarial Resume

  • Support the senior administrators in the improvements of systems and procedures in order to enhance the work methods’ efficiency
  • Work closely with clients and/or the business to identify and analyse core business processes and workflows
  • Design functional workflows and system implementation of the workflows
  • Perform business process modelling using Visio to appropriate levels of detail (level 1, level 2, etc.) to ensure stakeholder agreement and support of the processes
  • Design and produce technical specification for the implementation of the functional business process and corresponding workflows using in-house proprietary Workflow Management Software
  • Scope business processes and facilitate process scoping and modelling sessions
  • Author detailed business requirement and technical specification documents
  • Deliver functional, technical, and system workflow specifications for complex business processes in a clear and concise manner
  • Proficient with advanced spreadsheets and Microsoft Office

Skills For Senior Analyst, Pension Solutions Group Resume

  • Knowledge of PeopleSoft (HR systems)
  • Willingness to learn quickly and take opportunities to develop in the role
  • High-level knowledge of the characteristics of different investment classes (e.g. stocks, bonds, property, cash)
  • Take initiative and lead on discrete workstreams, with guidance and support from the team
  • An interest in investment strategy and the capital markets
  • Intermediate proficiency in MS Excel (vlookup, formulas, etc.)
  • Technical competence in benefits, specifically pension plans
  • Enthusiasm for actuarial work

List of Typical Responsibilities For a Pension Analyst Resume


Responsibilities For Senior Analyst, Pension Investments Resume

  • Prioritize workload with help from project leaders
  • Act as primary point of contact for client HR representatives
  • Process and organize data for actuarial valuation of pension and retiree health plans
  • Provide analysis and assistance on other projects as assigned
  • Perform with guidance from other team members, routine and recurring plan administration tasks for clients’ defined benefit plans (e.g., benefit calculations, retiree and death admin processing, annual data updates, assist with preparation of benefit statements)
  • Work cooperatively with other team members to complete tasks and to ensure unified delivery of services
  • Professional, client-focused approach to colleagues and assignments
  • Build internal models and reports to support Treasury

Responsibilities For Pension Calculation Analyst x Resume

  • Coordinate and provide support for special company-wide pension related projects with human resources, accounting teams and Outside Chief Investment Officer (OCIO)
  • Create internal monthly summary of global public markets
  • Prepare board presentation slides related to pension
  • Maintain detailed calendar of milestones and payments related to pension
  • Prepare materials for Investment Committee meetings

Responsibilities For Senior Pension Analyst Resume

  • Coordinate, maintain and streamline communications between pension team members and outside vendors and consultants. Manage information flow between all stakeholders
  • Proven ability to construct/edit PowerPoint presentations
  • Ensure the day-to-day administration of defined benefit pension plans, defined contribution plans and the savings plan
  • Responsible for recurring administrative processes and activities (membership, terminations, retirement and retention of contributions during periods of temporary absence)
  • Ensure the processing and follow-up of death records
  • Respond promptly to employee inquiries and questions
  • Reconcile remittances from defined contribution plans

Responsibilities For Analyst, Pension Administration Resume

  • Manage the monthly reconciliation of payments and financial reports
  • Assist the Pension Manager on various projects and administrative tasks
  • Participate in various group insurance matters and disability case management
  • High affinity with numbers, analytical mind
  • Knowledge of group insurance benefits (an asset)
  • BA or BS, particularly with concentration in math or related field

Responsibilities For Defined Benefit Pension Administration Lead Analyst Resume

  • Knowledge of technical aspects of pensions and other registered savings vehicles in Canada
  • Web based Design and Development
  • Analyze complex problems and develop strategies for resolution
  • Diagnose client needs and collect all the necessary data
  • Focus primarily on inside client
  • Aware of current and desired organizational culture, policies, practices and structure
  • Relate HR development needs to own area of responsibility and successfully transition from current to desired organizational environment

Responsibilities For Pension Systems Workflow Analyst Resume

  • BA or BS required, particularly with concentration in math or related field
  • Knowledge of Alberta, Ontario, Federal & US pension rules
  • Knowledge of ERISA/ US Department of Labor rules
  • Relationship Management

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