Investment Administration Analyst II

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. 

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.  

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Investment Administration Analyst II is responsible for overseeing and executing a variety of investment-related processes and tasks with precision and efficiency. This role involves monitoring and processing fund changes, managing corporate actions, and ensuring timely and accurate communication with internal departments, advisors, and investment managers. The analyst will evaluate daily tasks and ensure the team meets deadlines. This position requires exceptional analytical, organizational, and communication skills to deliver high-quality results in a fast-paced environment. 

Job Responsibilities

• Monitor incoming fund change cases in Salesforce. Evaluate requests, determine necessary processing, and communicate accordingly within strict timeframe.
• Review and process fund changes on internal recordkeeping systems. 
• Work with advisors to facilitate and schedule fund changes. Complete fund additions across multiple custodians and identify/resolve potential issues.
• Verify that all investment change requests are processed completely and accurately and provide proof to clients within strict timeframe.
• Review accounts during pre-determined time frames to determine if residual processing is needed for any prior investment changes and coordinate accordingly.
• Monitor and review emails from fund companies and custodians regarding corporate actions. Analyze the information to identify impacted clients, generate necessary reports, and communicate findings to internal departments and/or clients in a timely and accurate manner to ensure appropriate action is taken. 
• Responsible for ensuring department meets deadlines and stays within predetermined accuracy standards.
• Process escalation items from both internal and external requests. Evaluate each individual scenario and determine appropriate course of action based on various factors and manage timely resolution.
• Work with manager to identify and update and document training manuals to be used for training opportunities within the Investment Administration team.
• Provide daily support to team members, act as a go-to person for the department and be available to answer questions regarding daily processing and deal with escalated and/or complex items.
• Additional responsibilities as assigned by supervisor.

• Bachelors Degree preferred.
• 3-4 years experience working with retirement plans/financial industry and/or organizational equivalence.
• Excellent written and oral communication skills.
• Proficient in Microsoft Office, with focus on Excel.
• Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality required. 
• Proven ability to work in high pressure environment with deadlines. 
• Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication, and interpersonal skills.  

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $45,000 and $75,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.