Retirement Analyst

Taguig - Philippines

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Description

The Role

As aRetirement Analystfor 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.

Responsibilities

Qualifications

The Requirements

Bachelors 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 ones work and taking pride in it
Self-starter; interest in continually challenging oneself and willing to step outside of ones comfort zone
Interest and ability to think beyond the task at hand and understand how ones 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

Required Experience:

DescriptionThe RoleAs aRetirement Analystfor 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 he...