Hcb - Retirement Valuation (Sme)

1 week ago

Mumbai, Maharashtra, India WTW Full time
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.

  • 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:

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

Experience:

  • 4+ years' of experience in performing and checking core valuation work in a clientservice
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

  • Analyst- Valuation

    1 week ago

    Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    Position Overview POSITION OVERVIEW: The Valuation Analyst is part of a team responsible for Private Equity, Credit and Real Assets portfoliovaluation reporting as well as valuation related exercises for AGM's public company reporting. The Analyst would be responsible to carry out valuation for companies operating in India as well as globally. The...

  • Pension Valuation Actuary

    3 weeks ago

    Mumbai, Maharashtra, India WTW Full time

    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...

  • Pension Valuation Actuary

    3 weeks ago

    Mumbai, Maharashtra, India Willis Towers Watson Full time

    Job DescriptionPrincipal Duties/ResponsibilitiesPerform 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...

  • Pension Valuation Actuary

    1 month ago

    Mumbai, Maharashtra, India Willis Towers Watson Full time

    Job DescriptionPrincipal Duties/ResponsibilitiesPerform 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...

  • Pension Valuation Actuary

    1 month ago

    Mumbai, Maharashtra, India WTW Full time

    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...

  • Pension Valuation Actuary

    1 week ago

    Mumbai, Maharashtra, India Willis Towers Watson Full time

    Job DescriptionPerformance Objectives:ClientsDeliver superior, consistent project management for assigned clients: Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality...

  • Pension Valuation Actuary

    2 months ago

    Mumbai, Maharashtra, India Willis Towers Watson Full time

    Job DescriptionPerformance Objectives:ClientsDeliver superior, consistent project management for assigned clients: Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality...

  • Pension Valuation Actuary

    2 months ago

    Mumbai, Maharashtra, India WTW Full time

    Performance Objectives:ClientsDeliver superior, consistent project management for assigned clients: Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality standards Serve...

  • Pension Valuation Actuary

    1 week ago

    Mumbai, Maharashtra, India WTW Full time

    Performance Objectives:ClientsDeliver superior, consistent project management for assigned clients: Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality standards Serve...

  • Pension Valuation Actuary

    3 weeks ago

    Mumbai, Maharashtra, India Willis Towers Watson Full time

    Job DescriptionPerformance Objectives:ClientsDeliver superior, consistent project management for assigned clients: Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality...

  • Pension Valuation Actuary

    3 weeks ago

    Mumbai, Maharashtra, India WTW Full time

    Performance Objectives:ClientsDeliver superior, consistent project management for assigned clients: Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality standards Serve...

  • Hwc - na Valuation - Tsts

    1 week ago

    Mumbai, Maharashtra, India WTW Full time

    HWC - NA Valuation - TSTS Mumbai, INMarch 05, 2024Performance Objectives: Clients Deliver superior, consistent project management for assigned clients:Develop and manage project plans and budgets involving multiple workflow streams and client teams Serve as the day to day project lead, ensuring the progress of the team against established objectives,...

  • GB Retirement Actuarial Trainee

    2 months ago

    Mumbai, Maharashtra, India Willis Towers Watson Full time

    Job DescriptionAs a trainee, you will need good numerical and communication skills, the ability to plan work effectively and a strong desire to solve technical problems. You will learn what we do for our clients as you build strong working relationships, participate, and actively engage in training sessions, developing valuable skills from day one.This is a...

  • GB Retirement Actuarial Trainee

    2 months ago

    Mumbai, Maharashtra, India WTW Full time

    As a trainee, you will need good numerical and communication skills, the ability to plan work effectively and a strong desire to solve technical problems. You will learn what we do for our clients as you build strong working relationships, participate, and actively engage in training sessions, developing valuable skills from day one.This is a consulting...

  • Hwc India na Ret

    1 week ago

    Mumbai, Maharashtra, India WTW Full time

    Perform detailed technical review of all work productsProjects include:annual funding and expense valuations forqualified, 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...

  • Operations Enablement, Talent Services

    1 week ago

    Mumbai, Maharashtra, India Tata Consultancy Services Full time

    TCS MumbaiWalk-in for Operations Enablement, Talent Services & Talent ConsultationskillsWalk-In-Driveinterview Date - 18th November 2023, Saturday**Timing 10 AM to1 PM****Walk-InDriveVenue Tata Consultancy Services, Olympus, Thane, Rodas Enclave, Park Ln,Hiranandani Estate, Thane West, Thane, Maharashtra 400607, India**MandatoryDocuments to Carry One...

  • Chartered Accountant

    3 weeks ago

    Mumbai, Maharashtra, India OfBusiness (OFB Tech Private Limited) Full time

    About the job:Key responsibilities:Underwriting/Appraisal of credit proposals in line with the policy within laid down TATsAnalyzing the financial statements, cash flow/bank statements, and ratio analysis for assessment of working capital/term loan and other funding requirements of the SMEIf you are a detail-oriented and analytical individual with a passion...

  • Chartered Accountant

    1 month ago

    Mumbai, Maharashtra, India OfBusiness (OFB Tech Private Limited) Full time

    About the job:Key responsibilities:Underwriting/Appraisal of credit proposals in line with the policy within laid down TATsAnalyzing the financial statements, cash flow/bank statements, and ratio analysis for assessment of working capital/term loan and other funding requirements of the SMEIf you are a detail-oriented and analytical individual with a passion...

  • High Salary: Area Sales Manager

    1 week ago

    Mumbai, Maharashtra, India Anand Rathi Global Finance Limited Full time

    Anand Rathi Global Finance Ltd is hiring for Area Sales Manager with minimum experience of 6 years in Sales- SME LAPLocation: GoregaonPrimary Job Responsibilities:Contribute in Sourcing to loan disbursement of LAP Files.2. Oversee the entire process from sourcing to loan disbursement of Loan Against Property (LAP) files sourced by RM's.3. Should have market...

  • Fund Accounting Intmd Analyst

    1 week ago

    Mumbai, Maharashtra, India Citi Full time

    The Fund Accounting Intermediate Analyst is an intermediate level position responsible for participating in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution...