Actuarial Analyst
Raymond James is seeking a detail-oriented and motivated Entry-Level Actuarial Analyst to join their retirement consulting team. The role involves supporting consultants and senior analysts in delivering high-quality actuarial and retirement plan services, including performing actuarial valuations and preparing government filings.
Responsibilities
- Conducting analysis of financial and demographic data to assess risk and make informed decisions
- Assisting in actuarial projects and contributing to team initiatives
- Gaining exposure to actuarial modeling techniques for future advanced responsibilities
- Exploring career paths within the actuarial field and setting goals for professional growth
- Participating in team discussions to share insights and learn from experienced professionals
- Assist in conducting actuarial valuations for pension plans
- Perform actuarial calculations for pension benefit accrual and contributions
- Contribute to the preparation of government filings and compliance reports
- Specified projects and varied assignments relating to the actuarial practice
- Works independently on assigned projects and tasks, meeting all delivery deadlines
- Operates standard office equipment and uses required software applications
- Performs other duties and responsibilities as assigned
Skills
- Detail-oriented and motivated
- Support consultants and senior analysts in delivering high-quality actuarial and retirement plan services to clients
- Apply mathematical, statistical, and financial techniques
- Assist with performing actuarial valuations
- Prepare government filings
- Analyze plan data
- Develop models that support strategic recommendations for clients
- Work toward actuarial exam progression
- Develop strong technical, analytical, and communication skills
- Conduct analysis of financial and demographic data to assess risk
- Assist in actuarial projects and contribute to team initiatives
- Gaining exposure to actuarial modeling techniques
- Participate in team discussions to share insights and learn from experienced professionals
- Assist in conducting actuarial valuations for pension plans
- Perform actuarial calculations for pension benefit accrual and contributions
- Contribute to the preparation of government filings and compliance reports
- Work independently on assigned projects and tasks, meeting all delivery deadlines
- Operate standard office equipment and use required software applications
- Perform other duties and responsibilities as assigned
- Knowledge of basic actuarial concepts including interest theory, life contingencies and mortality
- Communication skill, both written and verbal, internally and externally
- Mathematical and Statistical concepts such as probability, calculus, and discrete mathematics
- Fundamental concepts, practices, and procedures of a professional office environment
- Basic concepts, principles, and practices of an assigned business unit
- Skill in Microsoft office suite products (word, excel, power point)
- Complex computations and analytical techniques
- Mathematics, business and economics
- Problem Solving
- Operating standard office equipment and using, or having the ability to learn, required software applications
- Ability to work effectively as part of a virtual/hybrid team
- Analytically synthesize complex data into effective results oriented communications
- Use Microsoft excel or other tools to derive important results from large complex data sets
- Organize and prioritize multiple tasks and meet deadlines
- Communicate effectively, both orally and in writing
- Work independently and collaboratively within a team environment
- Provide a high level of customer service
- Establish and maintain effective working relationships
- Any equivalent combination of experience, education, and/or training approved by Human Resources
- Bachelor's: Actuarial Science, Bachelor's: Mathematics
- General Experience - 7 to 12 months
- Actuarial exam progress is preferred
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