Retirement Analyst

Description

The Role

As a Retirement Analyst for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist may also get involved in insurance, health, and other risk projects requiring actuarial support.

Excellence

Performance Objectives:

• Provides assistance to the Project Managers and Consultant/Senior Consultant in the following areas:
• Data preparation, validation & reconciliation
• Assumption setting
• Actuarial valuation of retirement plans, including the use of WTW standard valuation software.
• Analysis of valuation results
• Plan benchmarking, design, and costing
• Retirement plan set-up, review, and harmonization
• Benefit projections and individual benefit calculations
• Other projects requiring actuarial skills (other employee benefits, insurance, HMO, etc.)
• Prepares the following reports:
• Actuarial valuation reports for local funding and accounting standards (local and international) purposes
• Comparative plan summaries upon request of clients
• Drafting of plan rules
• Presentation and sales materials
• Assists the Project Manager/Consultant/Senior Consultant in the presentation of results.
  

• Bachelor’s Degree required, preferably in a program with a heavy emphasis on mathematics, statistics or other related fields
• Fresh Graduates are welcome to apply
• Strong client relationship, interpersonal, and team skills
• Strong written and verbal communication skills
• Ability to ask the right questions and seek help where appropriate
• Ability to respond to all communications effectively and on time
• Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
• Demonstrated leadership qualities
• Ability to work both independently and on client teams and enjoy a fast-paced environment
• Sense of accountability; owning one’s work and taking pride in it
• Self-starter; interest in continually challenging oneself and willing to step outside of one’s comfort zone
• Interest and ability to think beyond the task at hand and understand how one’s work fits into the broader landscape
• Strong analytical and integrative skills including the ability to draw conclusions and identify trends from data in a logical, systematic way
• Excellent Microsoft Office skills, particularly Excel.
• Background in accounting, finance, investment, and economics