Responsibilities :

• Analyze pricing to provide unique solutions and support strategy for annuity buyouts. Determine how to show breakdown of accounts to clients and leverage internal resources to execute.
• Create decks, coordinate meetings, respond to questions from insurers, liaise with actuarial team to gather plan and participant data, lead work streams and ensure the process is executed in a timely manner.
• Facilitate the preparation of insurance market due diligence material to support our consulting process around the Department of Labor guidelines for annuity buyout transactions in compliance with interpretive bulletin 95-1
• Consultant on 5-7 clients at a given time; performing modeling, running reports, preparing decks on pension risk transfer and journey planning projects
• Work with spreadsheets and various modeling tools to produce detailed numerical analysis of the client’s risk profile and the impact of risk on key financial metrics
• As needed, provide ad hoc support on new business pursuits and proposals
• Understand strategy leading up to the annuity placement project, assisting colleagues to identify areas of constraints, solving problems and doing analysis to help support client deliverable

Requirements :

• Minimum Bachelor degree in mathematics, economics, finance or other business-related areas with strong quantitative and analytical course content or direct relevant experience.
• Minimum 2-3 years of experience within an insurance company, financial strategy, investment, and/or actuarial consulting environment
• Strong analytical skills and attention to detail
• Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel
• Active pursuit of Actuarial and/or CFA designations a plus
• Familiarity with investment principles and actuarial calculations
• Previous experience in the insurance or group annuity market is a plus
• Self-motivation and an ability to work well in a highly collaborative team environment
• Excellent organizational, interpersonal, verbal and written communication skills
• Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment
• Willingness to obtain Life, Accident & Health Insurance licensing (if applicable)