Job Description

At EY, we’re all in to shape your future with confidence. 

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

At EY, we’re all in to shape your future with confidence.

In today’s fast-changing world, our clients’ needs are increasingly complex, and the services we offer are evolving rapidly to meet them. Our internal Finance function is continually evolving as well. Our global Finance mission is to provide complete, accurate, consistent, timely and insightful financial and operational information and advice that helps build a better working world and achieve our strategic ambitions.

The opportunity

The Senior Associate, Retirement Plan Investment Operations is responsible for supporting the investment management and administrative operation of the firm's qualified and non-qualified retirement plans’ assets. In this position, you will report to the Associate Director, Retirement Plan Investment Operations. You will execute all operational aspects of the Defined Benefit and Defined Contribution retirement plans, including interaction with trustee/custodian, investment managers and the consultant for the plans. You will also interact with various internal departments, including Total Rewards, Global Independence team, Partnership Operations, Actuary and Finance. The scope of the position is US firm-wide and requires a unique mix of qualitative and quantitative skills, and specialty knowledge. In addition, you will have the opportunity to learn about the Institutional Investment process.

Your key responsibilities include

• Work directly with the Trustee/Custodian for the Defined Benefit Plan, Defined Contribution Plan and the Rabbi Trust including preparing directives, reconciling of monthly asset statements, and managing day-to-day issues.
• Work with EY Independence to ensure all investments are in compliance with Independence joint investing considerations and Independence reporting requirements. Prepare and ensure accurate and timely BRIDGE submission for all potential investment managers and service providers to the plans.
• Learn about and become responsible for investment manager compliance with Investment Management Agreements (IMA’s). Creating a process that ensuring receipt and review of all investment related documentation including but not limited Form ADV updates, security lending utilization, Errors & Omissions insurance coverage, fidelity bond coverage, SSAE 16/SOC 1, K1 reporting, proxy voting policies and votes, etc.
• Work with Associate Director in developing, formalizing and refining best in class operating policies, procedures and protocols.
• Interact and liaise as needed with various internal departments, such as General Counsel Office, Partnership Operation, Total Rewards, Global Independence, the Actuarial team and Finance.  Also supports Partnership Operation in providing investment-related information to US partners/principals (active and retired). 
• Work with Total Rewards and Partnership Operation to keep track of liquidity requirements of the retirement plans.
• Familiar with ERISA standards and internal and external audit requirements for Defined Benefit and Defined Contribution plans.  (Including Form 5500, audited financial statements (Statement of Net Assets and Statement of Changes in Net Assets, internal Independence audit). 

Skills and attributes for success

• Experienced self-starter and results-oriented individual with strong track record of providing insights to management.

• Familiar with Benefit Plan accounting, Form 5500 and directives pertaining to the with Trustees/Custodians.
• Demonstrated capacity to work effectively in a team environment.
• Ability to effectively collaborate and establish strong, effective working relationships.
• Possess intellectual curiosity; strong interest and willingness to learn the Operational aspects of the Institutional investment markets. Intellectual enthusiasm to learn the management of a broad range of asset classes.
• Oriented to continuous process and productivity improvement.

To qualify for the role, you must have

• A bachelor’s degree in Accounting, Finance, Business Administration or equivalent experience
• 3-5 years experience in accounting, finance industry
• Strong organizational and time management skills
• Strong communication skills, including written and verbal
• Ability to collaborate with internal teams and professionals at all levels
• Good analytical skills and proficiency with Microsoft Office products (Word, Excel, and PowerPoint).

What we look for

Experienced finance professionals who are trusted business advisors with a passion for providing exceptional client service to their stakeholders while maintaining high levels of financial management. Technical competence and the ability to build strong and effective relationships will be key.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn  more .

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.  The base salary range for this job in all geographic locations in the US is $64,200 to $116,400.  The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $77,000 to $132,300.  Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. 
EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY  |  Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process,  please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .

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