Transition Data Analyst

Role Overview:

• Assist in the successful installation of newly sold PRT cases by analyzing and owning data workstreams.
• Coordinate with clients and their delegates to obtain annuitant data and resolve any data questions.
• Support senior members of the PRT Transition Team in delivering a positive first experience.

Key Responsibilities:

• Efficiently analyze and cleanse client data using appropriate methods and tools.
• Ensure data is accurately uploaded onto administration systems and conduct testing.
• Communicate critical data discrepancies to the PRT Pricing Team for financial impact.
• Identify and call out risks to ensure mitigating controls are put into place.

Qualifications:

• 3+ years' experience analyzing and reconciling data sets across multiple sources.
• Pension plan administration, retirement benefits, annuity, or financial services experience.
• Extensive knowledge of Microsoft Office and PowerBI with advanced Excel skills; Python a plus.
• Strong project management, organizational, and prioritization skills.