Riley Peterson

Senior Associate @Fidelity Investments

Chicago, IL

Manage standard funding/accounting pension valuations, complex administration, de-risking analysis, and ad-hoc projections to provide insights and guide decision-making discussions- Oversee work-stream and deliverables for 6 client teams, prioritizing and scheduling current and future workload of client teams for 3-4 individuals - Lead team on 3/6 clients; Project manager on 3/6 clients; roles vary on ad-hoc projects - Clients include international foundry companies ($71M liabilities), power and communications manufacturer ($30M liability), environmental solutions handling manufacturer ($25M liability), hospital system ($31M liability), and aerospace manufacturer (>$1B liability), among others- Primary point of contact for any client questions/communications, providing deliverables, and assisting with day-to-day needs- Present complex analyses to clients in an understandable format, providing context to support decision-making- Collaborate with internal and external business partners across diverse subject areas to implement effective custom solutions- Organize implementation of new administrative software for multiple of the first clients to transition, providing feedback and learnings to optimize future conversions- Facilitate glide path approach over 3 year period to reduce funding shortfall from $12M to $1.5M, providing guidance on eventual plan termination opportunities- Coordinated campus and management-level recruiting, resulting in multiple internship and full-time offers- Mentor interns and entry-level associates, contributing to company exam study groups, and assist in leadership process improvement initiatives

Wheaton North High School

High School Diploma

Purdue University

Bachelor of Science: Actuarial Science, Statistics