Retirement Analyst I

Retirement Analyst I Penn Center - Denver, CO 80203 Apply Overview Salary Range $29.33 - $33.66 Hourly Position Type Full Time Category Finance Apply RETIREMENT ANALYST I Summary of Job Responsibilities PERA’s Member Services Division provides the administration and related member services of PERA’s defined benefit program. The Retirement Analyst position works directly with PERA’s vast and diverse member population, affiliated employers, and stakeholders via detailed account operations and complex member transactions. Responsibilities include verifying, calculating, and auditing member account information for processing benefits according to legal and regulatory compliance standards. Ideal Candidate Statement The ideal candidate is highly detail-oriented, ensuring accuracy in all aspects of work while maintaining efficiency. They are self-motivated and demonstrate initiative in completing work and solving problems. This analyst has a mathematical aptitude, uses sound judgement in decision making, and takes pride in consistently meeting deadlines while maintaining a high standard of quality in their work. Essential Duties and Responsibilities Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations. Evaluates and executes various complex calculations, such as service credit evaluations, monthly benefit payments, service credit purchase agreements, benefit adjustments, benefit estimates, disability, survivor, divorce (DRO), and Required Minimum Distributions (RMD) Determines benefit program eligibility based on member data driven decision making and ensures compliance with state and federal regulatory frameworks governing PERA Utilizes analytical reasoning skills such as assessment, decision making, and problem solving in day-to-day operations and proactive research methods to assist with and prepare for member and interdepartmental interactions Consistently manages and prioritizes workload to meet deadlines while ensuring a high degree of accuracy and attention to detail in all deliverables Prepares comprehensive reports and presents account information in a clear, organized, and meaningful manner to support informed decision making for PERA members May be assigned to a process team in a specialty area such as disability, survivor benefits, divorce (DRO), or Required Minimum Distribution (RMD) Demonstrates the ability to communicate sensitive and detailed information with professionalism, empathy, and subject matter expertise Accurately and professionally conveys information about PERA’s benefit plans, insurance programs, retirement readiness, and financial security by adapting to the individual and situational needs of members from diverse social, economic, and educational backgrounds Researches and resolves escalated member account issues while adhering to federal and/or state statute, PERA Rules, and internal procedures and/or escalates to their manager as appropriate Engages in continuous training and educational opportunities for ongoing professional development and enhanced personal skills Responsible for accurate data entry, information retrieval, and professional outgoing correspondence Provides expertise for intricate or escalated issues that arise from member inquiries from customer service center Drives member engagement by delivering an exceptional and personalized member service experience through one-on-one counseling sessions and timely delivery of all member requested transactions Consistently achieves or exceeds defined performance benchmarks, and division-level service metrics as set forth by management Operates with a strong sense of ownership, urgency, and accountability to meet assigned deadlines and expectations Demonstrates dependability by maintaining regular and prompt attendance in the workplace Embraces a growth mindset by taking on projects, cross-functional initiatives, and other duties as assigned to support organizational goals Visibly supports management decisions and change efforts among teammates, other divisions, members, employers, and other stakeholders Performs other duties as assigned Job Qualifications A combination of education and experience equivalent to 2 years of administrative, benefits, financial, customer service, and/or office experience Bachelor’s degree preferred. Strong interpersonal, oral and written communication skills Ability to work independently and within a team environment with minimal supervision Demonstrated ability to maintain confidentiality Ability to deal with sensitive and/or confidential information and situations Strong organizational, analytical and problem-solving skills with attention to detail and accuracy Proficiency with Microsoft Office software Working Conditions The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine. Occasional moving and positioning supplies in excess of 20 pounds All employees are expected to present themselves in a professional manner in alignment with the financial services industry Ability to sit for prolonged periods of time Ability to operate standard PC equipment Ability to manage frequent deadlines and tight schedules Hybrid Work Option Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy. Qualifications INTERESTED CANDIDATES Complete the employment application online at https://www.copera.org/careers . Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application: Describe your ideal work environment. Please include: What tasks do you enjoy? What tasks do you dislike? What do you enjoy about your current work environment? Please describe a time when you were responsible for managing multiple tasks in a fast-paced environment while ensuring strong attention to detail. How did you prioritize your tasks and ensure all work was completed thoroughly? Describe a situation where you had to verbally explain a difficult concept to someone not versed in the subject matter. How were you able to adapt your communication style to convey the concept in a way they could understand? Upon submission of your application you will be provided a link to a multiple choice pre-employment assessment. You may complete this assessment immediately following your application submission or you may log into your account and complete this at a time which works better for you. The skills assessment must be completed to be considered for this position. Job Description Disclaimer This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice. Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US. All Colorado PERA employees are subject to PERA’s Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA’s talent acquisition team and any questions can be answered by PERA’s Investment Administration team. Why Work at PERA Colorado PERA offers more than a traditional pension career. We are a mission-driven organization with a growing focus on technology and modernization. Employees have the opportunity to do meaningful work with a real impact on over 700,000 members. From enhancing digital tools and member experiences to supporting major enterprise initiatives, employees are part of meaningful, future-focused work that blends public service with innovation. We take pride in our inclusive culture, career development opportunities, and our consistent recognition as a Top Workplace based on employee feedback. PERA is a place to connect, contribute, and be part of something bigger. A Culture That Cares At PERA, leveraging employee strengths and supporting strong engagement are the foundations of our culture. Employees are encouraged to grow through development opportunities and internal career movement, while also being part of an organization where people feel respected, informed, and included. Collaboration is encouraged across teams, allowing employees to learn from one another and contribute in ways that maximize their unique skills. We strive to foster an environment where employees can do their best work and feel supported by the people around them An Employer that Invests in You PERA invests in our employees in ways that matter; from comprehensive benefits and generous paid time-off to thoughtful everyday amenities that enhance the office experience. Employees are encouraged to continue learning through training, mentoring, and development at every stage of their careers. We champion a workplace where people feel valued, inspired, and equipped to grow. Join Us If you’re energized by meaningful work, motivated by an organization that evolves with a changing world and looking for an employer that invests in you, then consider joining PERA’s team. Learn more about careers at PERA at copera.org/careers . Position Title: Retirement Analyst I Division: Member Services Reports to: Member Services Manager Job Status: Full Time / Non - Exempt Salary: $29.33 to $33.66 per hour, commensurate with experience Posting Dates: 07/24/2026 - 08/09/2026 About Colorado Public Employees' Retirement Association Working for PERA Colorado PERA is a Top Workplace Again!