AddressJob Summary:
As a Retirement Actuarial Analyst, you will contribute to a range of client projects within an internal service center for the US Retirement Line of Business. You will provide a detailed technical review of work performed by analysts and work with the Team Leader to manage projects ensuring they meet or exceed timing and quality expectations. You will assist with training and act as a mentor for junior associates. This position requires strong knowledge of pension regulation and actuarial valuation concepts.
Principal Duties/Responsibilities:
- Perform detailed technical review of all work products. Projects include annual funding and expense valuations for qualified, non-qualified and post-retirement welfare plans, reconciling client data and assets, government forms and statements.
- Respond to queries from consultants with respect to plan provisions and valuation results and resolve/escalate any problems or issues
- Partner with the Team Leader on managing projects, training and supervision of junior associates
- Successfully manage own workload while proactively resolving conflicting priorities or other workload issues within the team.
- Develop a trusted advisor relationship with service center client teams through effective communication and efficient, quality execution of projects. Serve as a contact for the US office client team.
- Manage expectations and raise appropriate issues to internal and consulting office project managers.
- Contribute to the development of new tools and approaches
- Identify opportunities to enhance quality and/or improve processes to reduce costs
- Meet production hours as expected by the business
- Manage projects and leverage resources to produce quality deliverables on time and within budget
- Serve as a mentor and provide technical guidance to junior associates
Required Qualifications, Skills, Knowledge, Experience
Qualifications:
- 1 - 5 CT papers, at least four or more years of actuarial pension experience (any geography).
Experience:
- 4+ years of experience in performing and checking core valuation work in a client-service oriented environment with large corporate defined benefit plans
- Must have experience with funding valuations, accounting expense valuations and government filings
- Experience in checking and providing development feedback to analysts
Skills:
- Good verbal and written communication skills
- Client focus
- Strong analytical and interpretational skills including ability to draw conclusions and identify trends from data in a logical, systematic way
- Advanced Microsoft Office skills, particularly in Access and Excel, Visual Basic experience preferable
- Adept at successfully managing multiple projects within specified guidelines
- Strong leadership qualities
- Ability to prioritize and organize tasks, accomplish within stipulated timelines
Knowledge:
- In-depth knowledge of Pension Valuations
- Good knowledge of valuation tools and systems
