Retirement Analyst
Taguig, Metro Manila, Philippines
Retirement Analyst
- 202600611
- Taguig, Metro Manila, Philippines
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.
Performance Objectives:
Excellence:
- 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.
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Qualifications
The Requirements
- 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
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