Fidelity Investments · 1 day ago
Senior Associate, Actuary
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $153K/yr
2+ years expFidelity Investments is seeking an experienced future actuary interested in building a career in a team-centric fast-paced consulting environment. The role involves performing pension valuations, training analysts, managing projects, and collaborating with internal partners to develop effective solutions for clients.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
Qualification
Required
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-07
Company data provided by crunchbase