Retirement Analyst

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.
   

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

WTW is an Equal Employment Opportunity