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JOB SNAPSHOT
Pension Valuation Actuary – SME
Mumbai, IN
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:
3 – 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
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Karan Rai
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Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
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