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Retirement Valuation Analyst - North America
full-timeMumbai

Summary

Location

Mumbai

Type

full-time

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About this role

Job Summary


As a Retirement Actuarial Analyst, you will contribute to a range of client projects within an internal service center for the US 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 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


 

Other facts

Tech stack
Actuarial Valuation,Pension Regulation,Technical Review,Project Management,Training,Mentoring,Valuation Concepts,Data Reconciliation,Government Forms,Client Communication,Workload Management,Process Improvement,Quality Execution,Cost Reduction,Deliverable Production

About WTW

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The analyst will perform detailed technical reviews of work products, including annual funding and expense valuations for various retirement plans, and respond to consultant queries regarding plan provisions and valuation results. They will also partner with the Team Leader on project management, training, and supervision of junior associates.

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Frequently Asked Questions

What does a Retirement Valuation Analyst - North America do at WTW?

As a Retirement Valuation Analyst - North America at WTW, you will: the analyst will perform detailed technical reviews of work products, including annual funding and expense valuations for various retirement plans, and respond to consultant queries regarding plan provisions and valuation results. They will also partner with the Team Leader on project management, training, and supervision of junior associates..

Why join WTW as a Retirement Valuation Analyst - North America?

WTW is a leading Financial Services company.

Is the Retirement Valuation Analyst - North America position at WTW remote?

The Retirement Valuation Analyst - North America position at WTW is based in Mumbai, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the Retirement Valuation Analyst - North America position at WTW?

You can apply for the Retirement Valuation Analyst - North America position at WTW directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about WTW on their website.