Pension Analyst

Writing a great pension analyst resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own pension analyst resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the pension analyst job you're after.

Resume samples

Rosiland Lazala | (677) 573-5392 | 915 NW Davis St, Portland, OR 97209, USA


I am a Pension Analyst with over 1 year of experience in the industry. I have worked extensively with clients to help them understand and plan for their retirement. I have a strong understanding of pension benefits and how they work, as well as the financial planning process. I am able to effectively communicate complex information to clients in order that they can make informed decisions about their retirement plans.


Pension Analyst at Fidelity Investments, ORJun 2022 - Present

  • Researched and analyzed data for 100+ pension plans to ensure compliance with government regulations.
  • Reviewed plan documents and financial statements to identify discrepancies and errors.
  • Negotiated with vendors on behalf of the pension plans to secure lower fees.
  • Presented findings and recommendations to clients in clear, concise reports.
  • Trained new analysts on company research methods and procedures.
  • Assisted senior analyst with special projects as needed.

Associate Pension Analyst at Vanguard, ORSep 2021 - May 2022

  • Administered pension plans for 400 employees, disbursing an average of $4.2 million in benefits per year.
  • Processed monthly benefit payments and annual cost-of-living adjustments for retirees, totaling $3.1 million annually.
  • Coordinated with third-party administrators to ensure timely processing of retirement applications and payment of benefits.
  • Reviewed plan documents and made recommendations for changes to ensure compliance with ERISA regulations.
  • Analyzed data to prepare reports on the financial health of pension plans, including funded status and investment performance.
  • Presented findings at quarterly meetings of the Board of Trustees.


Bachelor of Science in Mathematics at University of OregonSep 2016 - May 2021

I've learned how to solve mathematical problems using analytical and critical thinking skills.


  • Financial analysis
  • Economic research
  • Actuarial science
  • Pension fund management
  • Investment management
  • Risk management

Susann Luzius | (744) 845-1752 | Bowling Green, KY


Over one year of experience as a Pension Analyst. Determined best practices for pension calculations and developed new procedures to streamline workflows. Demonstrated expertise in providing support during the implementation of major system changes while maintaining high levels of accuracy and efficiency. Excels at developing creative solutions to complex problems while collaborating effectively with team members.


Pension Analyst at Lincoln Financial Group, KYJun 2022 - Present

  • Negotiated and implemented a new software system that increased productivity by 15%.
  • Led the development of a new actuarial valuation method which improved accuracy by 5%.
  • Coordinated with investment managers to increase pension fund returns by 2% over three years.
  • Successfully advocated for changes in state laws that resulted in an additional $1M in funding for pensions.
  • Trained 3 junior analysts, leading to a 50% decrease in errors on reports.

Associate Pension Analyst at Nationwide, KYAug 2021 - May 2022

  • Investigated and resolved 50+ complex pension cases per month, with a 95% success rate.
  • Communicated effectively with clients to provide updates on status of their case and ensure satisfaction.
  • Trained 2 new analysts on company procedures and best practices.
  • Streamlined workflows for the analyst team, resulting in a 10% increase in productivity.
  • Chaired the monthly Analyst Meeting, where ideas for process improvements were shared and discussed.


Bachelor of Science in Mathematics at University of Kentucky, Lexington, KYAug 2016 - May 2021

I've learned how to analyze and solve mathematical problems using various methods and techniques.


  • Math
  • Actuarial Science
  • Economics
  • Finance
  • Computer Science
  • Statistics