Business Analyst Retirement Services- job post

Job Description

United States

Full job description

Business Analyst Retirement Services

Role Overview

The Business Analyst supports large-scale Retirement Services initiatives within a highly regulated financial services environment. This role partners with business, operations, technology, data, and compliance teams to translate complex retirement and pension business needs into clear functional and data-driven requirements. The analyst plays a key role in enhancing retirement administration platforms, supporting regulatory initiatives, and improving plan sponsor and member experiences.

This is a delivery-focused role requiring strong retirement domain knowledge, comfort working with data, and experience operating within enterprise-grade governance and control frameworks.

Ideal Candidate Profile

Retirement & Financial Services Expertise

• Direct experience supporting Retirement Services, pension administration, or retirement recordkeeping platforms.
• Strong understanding of Defined Contribution (DC) and/or Defined Benefit (DB) plans.
• Familiarity with the retirement member lifecycle, including enrollment, contributions, investment elections, distributions, and retirement income.
• Experience supporting regulatory-driven changes, plan amendments, or sponsor-specific requirements.
• Background working in highly regulated financial services environments, including exposure to insurance or institutional wealth platforms.

Business Analysis & Delivery

• Proven ability to elicit, analyze, and document business, functional, and data requirements.
• Experience producing BRDs, functional specifications, user stories, acceptance criteria, and process flows.
• Strong skills in process mapping, gap analysis, and impact assessment across end-to-end workflows.
• Ability to partner effectively with stakeholders across business, operations, technology, compliance, and QA.
• Experience supporting UAT planning, execution, and defect triage.

Data & SQL Capabilities (Key Requirement)

• Working knowledge of SQL to support:
  • Data validation and reconciliation.
  • Analysis of retirement and plan data to confirm requirements.
  • Issue investigation and root-cause analysis.
• Experience working with operational reporting, dashboards, or analytics tied to retirement platforms.
• Understanding of data lineage, data quality, and upstream/downstream dependencies.
• Ability to collaborate effectively with data engineering and reporting teams.

Ways of Working

• Experience working in Agile, Waterfall, or hybrid delivery models.
• Familiarity with tools such as JIRA, Confluence, or equivalent requirement and delivery platforms.
• Comfort supporting large, multi-system initiatives with complex dependencies.
• Strong attention to detail and ability to clearly communicate risks, assumptions, and impacts.

Key Responsibilities

• Elicit and document business, functional, and data requirements for Retirement Services initiatives.
• Translate retirement business processes into clear, actionable requirements and user stories.
• Perform data analysis using SQL to validate requirements and support issue resolution.
• Support retirement platform enhancements, plan changes, and regulatory initiatives.
• Collaborate with technology, data, operations, and QA teams throughout the delivery lifecycle.
• Support UAT activities and ensure solutions meet business and compliance expectations.
• Ensure alignment with internal controls, governance standards, and enterprise data practices.

Required Qualifications

• 5+ years of Business Analyst experience within financial services.
• Hands-on experience supporting retirement services, pension administration, or recordkeeping platforms.
• Working knowledge of SQL and data analysis concepts.
• Strong documentation, communication, and stakeholder engagement skills.
• Experience working in regulated, enterprise environments.

Preferred Qualifications

• Experience with large-scale retirement recordkeeping systems.
• Exposure to insurance, group benefits, or institutional wealth platforms.
• Experience supporting platform modernization or system migration initiatives.
• Strong understanding of data-driven reporting and operational metrics.