Conversion Analyst
Human InterestRetirement Planning company
United StatesMid
BlackRock
SoftBank Vision Fund 2
TPG
Baillie Gifford
Glynn Capital
NewView Capital
Operations & Strategy
About the role
TL;DR
Manage retirement plan asset transfers, ensuring accurate data and participant loan processing.
- •As a Conversion Analyst, you will manage the intricate process of transferring retirement plan assets between recordkeepers.
- •You will collaborate with partner teams to ensure accurate data transfer, process participant loans during conversions, and meticulously review plan assets.
- •Key Responsibilities Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation.
- •Process and reconcile incoming plan assets from multiple recordkeeping platforms.
- •Make informed decisions regarding asset investment timing and methodology.
- •Set up and validate participant loans during the conversion process.
- •Collaborate cross-functionally to resolve complex conversion issues.
- •Requirements 1-3 years working in a position directly with incoming plan conversions in the retirement services sector.
- •Previous experience in reconciliation and/or parsing large data packets.
- •Working knowledge of 401(k) investment processes.
- •Advanced Excel skills, including proficiency with pivot tables and VLOOKUP functions.
- •Meticulous attention to detail.
Required skills
ExcelJiraGreenhouseConfluence
Domain expertise
fintech
Benefits & perks
401(k) plan, Health insurance, Dental insurance, Vision insurance, Competitive time off, Parental leave, Mental health support, Fertility healthcare, Student loan resource, Work-from-home stipend, Lifestyle stipend, Team-building events
Tech stack
ExcelJiraConfluenceGreenhouse
