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Data Analyst, Retirement Services


El Segundo, CA
Job Code:
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Job Details

Position Title: Data Analyst, Retirement Services
Job Code: 427578
Job Location: California-El Segundo
The Data Desk Analyst is within the Data and Reporting COE. Responsible for performing a variety of analytical functions associated with client reporting and ad hoc data requests for Defined Contribution, Defined Benefit, and Non Qualified plans.
Specific responsibilities include:
  • Understand and fulfill data and mail file requests by using a variety of reports (e.g. Plan Sponsor Web, Metrix, Discoverer, Cognos) and techniques (e.g. pivot summary, vlookups) to summarize and present solutions for simple & complex activities.
  • Service Plan or Prudential Book of Business data points that do not appear in RS Presentations, and/or require multiple reports from our systems to arrive at solution for the request or across the Prudential Book of Business through reports and queries.
  • Prepare quarterly investment and plan demographic reports for our clients within established timelines and quality measures.
  • Process and support external financial advisor requests
  • Partner with internal and external teams to create effective and efficient processes
  • Acquire deep knowledge of data and system flows, and drive efficient and effective changes for better controls and reporting
  • Raise issues, ideas to solve issues, and implement solutions with appropriate collaboration with others; at higher level consistently initiates process improvement ideas and subsequently takes ownership and implements those improvements
  • May lead projects within the team and/or with client-facing partners
  • At higher level, processes more complex cases including those that require significant manual manipulation/calculation


  • 3 - 5 years of Defined Contribution, Defined Benefit, Non-Qualified Retirement Industry, and/or related field.
  • High degree of proficiency with Microsoft Office (especially Excel: v-look-ups, pivot tables, manipulating data from multiple sources.)
  • High degree of proficiency in Non Qualified recordkeeping sources (Metrix, Discoverer, PSC) preferred
  • Strong leadership skills including ability to assist with maintaining high team climate and fostering change
  • Demonstrates strong initiative and willingness to improve technical expertise and leadership competencies
  • Ability to work in a fast-paced, changing environment with strong time management and multi-tasking
  • Shows initiative and is results oriented
  • Strong/excellent communication (i.e. listening, verbal, written) skills and ability to foster relationships with internal and external partners
  • Ability to negotiate conflict 
  • Strong attention to detail
  • May coach/mentor less experience associates

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Operations
Schedule: Full-time
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