Retirement Valuation Analyst-North America & Great Britain

About WTW 
Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets.

We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. 
Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.
Together, we unlock potential

About the North America Actuarial Team

The North America Actuarial function is a large, multi‑disciplinary ecosystem within WTW, supporting Retirement, Pensions, Valuation, Forecasting, and related analytics across United states and Canada. The information below is synthesized from multiple internal files and communications.

What the North America Actuarial Team Does

 Core Actuarial Delivery

The team supports a wide range of actuarial work for United States and Canadian clients, including:

• Pension and welfare plan valuations (funding & accounting)
• Forecasting & special event modeling
• Government form preparation
• Data cleanup, reconciliation, and modeling support
•  Audit support & assumption analysis

Job Summary 

As a Retirement Actuarial Analyst, you will contribute to a range of client projects within an internal service center for the United States Retirement Line of Business. 

You will provide a detailed technical review of work performed by analysts and work with the Team Leader to manage projects ensuring they meet or exceed timing and quality expectations. 

You will assist with training and act as a mentor for junior associates. This position requires strong knowledge of pension regulation and actuarial valuation concepts.

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 Lisbon/Unites kingdom/Unites states office client team depending on the valuation geography. 

• 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

Full Time Graduate 

4 + Years of Valuation Experience in pension domain 

Papers not mandatory for North America Geography 

Great Britain and Lisbon - At least 2 Actuarial papers is mandatory 

The Application Process

• Stage 1: Online application and recruiter review
• Stage 2: Pre-recorded video interview
• Stage 3: Live video or in person interview with hiring manager and team
• Stage 4: Offer and onboarding

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com