Retirement Valuation SME (NA)

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

Qualifications:

• 3 - 5 CT papers, at least four or more years of actuarial pension experience (any geography).

Experience:

• 3+ 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