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Job Description:
Job Description:
As an Actuarial and Investment Analyst – Institutional Retirement, you will be responsible for assisting with the creation, development, and monitoring of investment strategies developed for institutional retirement plans – typically defined benefit (pension) plans. You’ll play a key role in supporting the primary functions of the actuarial investments team.
Key Responsibilities:
Monitoring investment strategies on a day-to-day basis.
Creating, reviewing, and distributing monthly and quarterly performance reports.
Conducting asset-liability modeling (ALM) studies used to set investment strategies.
Communicating regularly with internal partners and external clients.
Self-managing through routine tasks and collaborating during larger projects.
Contributing to the development of new thought-leadership and whitepapers
Responsibilities include monitoring financial performance of Retirement product, working with more senior Product Managers in developing product plans, strategies, and enhancements, and performing data collection and coordination activities
Required:
Bachelor’s degree in actuarial science, finance, mathematics, statistics, or a related field.
3+ years of actuarial or institutional investment experience.
Very proficient with Microsoft Office – especially MS Excel. VBA programming experience a plus.
Strong analytical skills and an ability to learn new financial modeling software.
Excellent communication skills, both written and verbal.
Self-managing through internal partners and external clients.
Holds one or more of the following actuarial designations:
Associate of the Society of Actuaries (ASA)
Fellow of the Society of Actuaries (FSA)
Enrolled Actuary (EA)
Desired:
Series 7/66 preferred but not required
Skills:
Business Acumen
Data Management
Oral Communications
Presentation Skills
Written Communications
Benefits Plan Development
Business Analytics
Collaboration
Analytical Thinking
Innovative Thinking
Problem Solving
Product Management
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