Hyderabad, Telangana, India · On-site
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Positio…
Skills: Data retrieval, Analytical modeling, Morningstar database, Performance reporting, Asset allocation
Hyderabad, Telangana, India · Remote OK
Section 1: Position Summary The Financial Analyst is responsible for QC and performing advanced operational and financial analysis functions for offshore 529 plan administration by leveraging Kofax and Unite. The Financi…
Skills: Financial Analysis, Data Reconciliation, Operational Reporting, Risk Mitigation, Process Improvement
Dresher, Pennsylvania, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Software Engineering, Architecture, .NET, JavaScript, Microservices
Hyderabad, Telangana, India · On-site
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Roles &…
Skills: Financial Analysis, Trust Accounting, Reconciliation, Data Processing, Problem Solving
Hyderabad, Telangana, India · On-site
Role Description: Perform trading functions at an associate level. Train, mentor, and support trading associates on Future Plan Daily Recordkeeping Trade Team.Should have Analytical skill Identify and fix the Complex bre…
Skills: Analytical skills, Reconciliation, Financial analysis, Communication skills, Typing skills
Hyderabad, Telangana, India · Remote OK
Section 1: Position Summary The Senior Financial Analyst leads advanced financial analysis, operational oversight, and process improvements for offshore 529 plan administration. The role drives best practices in workflow…
Skills: Financial analysis, 529 plan administration, Workflow automation, Data integrity, Kofax
Hyderabad, Telangana, India · Remote OK
Section 1: Position Summary The Associate Financial Analyst is responsible for supporting 529 plan operational processes for offshore service centers, with a focus on financial analysis, workflow management, and data int…
Skills: Financial analysis, Workflow management, Data integrity, Transactional processing, Reconciliations
Hyderabad, Telangana, India · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Fraud investigation, Financial crimes, Risk management, Root cause analysis, Data analysis
Winnipeg, Manitoba, Canada · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Application Architecture, CCaaS, Conversational AI, IVR, CRM Integration
Lake Mary, Florida, United States · Remote OK
$100k–$160k/yr
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Python, .NET, Azure OpenAI, LangChain, PostgreSQL
Pennsylvania, United States · On-site
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Ascensu…
Skills: Fraud Strategy, Fraud Detection, Fraud Prevention, Rules-based Fraud Environment, Root Cause Analysis
Philadelphia, Pennsylvania, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: UX Strategy, Design Thinking, Figma, AI UX Patterns, Agile
Dresher, Pennsylvania, United States · Remote OK
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local T…
Skills: ERISA compliance, Plan design, Governmental reporting, Customer service, Problem solving
Lake Mary, Florida, United States · On-site
Application Architect, Enterprise AI Program Position Summary As an Application Architect in the Enterprise AI Program, you will provide technical direction, architectural oversight, and hands-on engineering leadership a…
Skills: Application Architecture, Enterprise AI, Python, JavaScript, TypeScript
Wisconsin, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Sum…
Skills: Customer Service, Sales Support, Administrative Support, Microsoft Excel, Microsoft Word
Florida, United States · Remote Solely
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Transaction processing, Data entry, Customer service, Reconciliation, Problem solving
Lake Mary, Florida, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Dig…
Skills: Product Ownership, Agile Methodologies, SDLC, Retirement Plan Administration, Financial Services
Baxter, Minnesota, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Compliance, Customer Service, Financial Services, Problem Solving, Communication
Chicago, Illinois, United States · On-site
$65k–$75k/yr
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local T…
Skills: Relationship Management, Territory Execution, Sales Pipeline Management, CRM Updates, Consultative Selling
Indianapolis, Indiana, United States · On-site
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Positio…
Skills: Product vision, Product roadmap, Agile methodologies, Leadership, Strategic planning
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The Investment Analyst will support the Investment Management team by extracting and managing investment data from Morningstar for performance reporting and client oversight. They are responsible for maintaining databases, creating factsheets, and ensuring the accuracy of portfolio and benchmark data for internal and external stakeholders.
Candidates must hold a Commerce degree or postgraduate qualification in Finance with 2-4 years of experience in investment management. Proficiency in Microsoft Excel and Morningstar database tools is required, along with strong analytical and communication skills.
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Position Purpose:
This role will support the Investment Management team for data reporting and analysis for the following three businesses, Government Savings, Future Plan and Copilot Retirement. The role will focus on internal and external reporting as well as contact with Morningstar data provider and to function as primary source for retrieval of investment data, performance reporting and maintenance of databases.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
