Conversion Analyst - DC Implementation
Conversion Analyst - DC Implementation
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1 Vacancy
Job Description
Job Description:
The Role
Implementation is a fast paced and ever evolving organization. As a Conversion Analyst you will be responsible for the financial and participant data conversions of complex defined contribution plans transitioning to Fidelity. You will gain experience working with internal and external parties while increasing your technical client management and data manipulation skills.
The Conversion Analyst (CA) is a member of the Defined Contribution (DC) Implementation team within the Conversion Services group. You will be responsible for the asset and data conversions of our new or existing clients. This includes working with external and internal groups to ensure that conversion strategies are correctly interpreted processed and audited. The ability of the analyst to identify and resolve challenges in a timely and accurate manner directly impacts the success of the conversion and minimizes financial and business risk to Fidelity.
- Leading multiple medium to large sized plan implementations and corporate actions as they progress through the conversion process
- Consulting with clients and record keepers as a key business partner to translate data requirements into technical data exchange rules
- Coordinating with multiple internal and external groups to ensure conversion data is received and updated per agreed upon deadlines
- Reconciling conversion data and identifying corrective actions for variances discovered
- Provide technical expertise for conversion data to internal and external partners
- Partner with team members and business partners to continuously reevaluate our process and procedures so we can improve our product
The Expertise and Skills You Bring
- Bachelors or equivalent years experience with 2 years experience in implementations and/or 401(k) operations
- Consistent track record over several years in understanding data requirements and applying them to business scenarios
- Finance/ Accounting Education or Experience
- Experience interacting with external clients and internal business partners
- Demonstrated organizational and project management skills
- You possess strong data analytical skills
- You display excellent active listening skills to understand business needs prioritize features and accurately translate those into technical requirements
- You are adept at time management for competing deliverables and tactical decision making
- You have established technical and business communication skills with the ability to explain complex scenarios and build consensus with internal and external partners.
- You have experience with Fidelitys DC recordkeeping platform and plan data requirements
- You are self-driven ambitious and motivated with the ability to work independently to deliver results
The Team
Conversion Analysis is part of the broader Workplace Investing (WI) Implementation function. The Implementation team works with new WI clients to transfer their existing retirement plans on to Fidelitys platform as well as supporting existing WI clients with various changes to their plan functionality. Implementation ensures that all plan settings participant data and participant assets are updated to meet the unique expectations of every client and participant serviced. Its our goal to make a first great impression for our clients!
Certifications:
Category:
Client ServiceFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
IC
Employment Type
Full-Time
