Retirement Valuation Trainee

1 month ago

Mumbai, India Willis Towers Watson Full time

Retirement Valuation Trainee
- Mumbai, IN

June 06, 2023

**About WTW**:
Our distinct, connected perspective across talent, assets and ideas unlocks potential for our clients. While many just look at mitigating the downside, we see how a unified approach to people and risk is a path to growth. Powered by market analytics and behavioral insight, our integrated teams reveal hidden value within the critical intersections of our clients’ organizations. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals.

**Role**:
As a trainee, you will have an opportunity to support core valuation projects for diverse plans related to funding and expense valuations for pension and welfare plans. It involves data reconciliation, asset / liability calculations, special projects, government forms and responses to auditor’s requests.

**Responsibilities**:

- Prepare actuarial valuations and reports in conjunction with consulting colleagues with mínimal supervision on standard assignments
- Complete analysis and reconciliation of plan participant data and plan assets
- Prepare government reporting forms and annual employee benefit statements
- Complete other special projects related to plans such as cost and contribution forecasting, experience studies and plan design studies
- Develop a trusted advisor relationship with service center client teams through effective communication and efficient, quality execution of projects.
- Manage expectations and raise appropriate issues to internal and consulting office project managers.
- Manage and prioritize own workload efficiently to fulfil commitments in a timely manner
- Contribute to profitability by completing budget spreadsheets, monitoring own time spent on project, seeking ways to enhance efficiency and maintaining accurate time records
- Work independently and utilize available resources to develop technical skills, asking for assistance when required
- Participate and actively engage in training sessions
- Respond to queries from consultants with respect to plan provisions and valuation results and resolve/escalate any problems or issues
- Contribute to the development of new tools and approaches
- Identify opportunities to enhance quality and/or improve processes to reduce costs
- Meet required production hours as expected by the business
- Manage projects and leverage resources to produce quality deliverables on time and within budget

**Qualification**:

- Graduation / Post Graduation Degree required, in a program with heavy emphasis on mathematics, statistics or economics
- Freshers with 1 - 3 CT papers cleared. 1 - 3 CT papers’ means they should have at least cleared actuarial entrance exam of India and 1 actuarial paper

  • Hcb - Retirement Valuation (Sme)

    1 week ago

    Mumbai, 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...

  • GB Retirement Actuarial Trainee

    2 months ago

    Mumbai, 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...

  • 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

    1 month 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...

  • Trainee, Valuation Services

    2 months ago

    Mumbai, India Kroll Full time

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...

  • Trainee, Valuation Services

    1 month ago

    Mumbai, India Kroll Full time

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...

  • Trainee, Valuation Services

    1 month ago

    Mumbai, India Kroll Full time

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...

  • Analyst- Valuation

    4 days ago

    Mumbai, 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...

  • Analyst- Valuation

    4 days ago

    mumbai, 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...

  • GB Retirement Actuarial Trainee

    2 months ago

    Mumbai, 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...

  • GB Retirement Actuarial Trainee

    2 months ago

    mumbai, 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...

  • Hcb Valuation

    2 weeks ago

    Mumbai, India WTW Full time

    **THE ROLE** Client teams within Willis Towers Watson are supported by a network of five actuarial service centers across North America. At Mumbai Centre you will have the opportunity to support core valuation projects for diverse plans related to funding and expense valuations for pension and welfare plans, forecasting, accounting for special events,...

  • Pension Valuation Actuary

    2 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

    2 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 week ago

    Mumbai, India WTW Full time

    Principal 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 and valuation...

  • Pension Valuation Actuary

    7 days ago

    Mumbai, 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

    2 days ago

    Mumbai, 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

    **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...

  • Ca Industrial Trainee

    6 days ago

    Mumbai, India CRISIL Limited Full time

    CRISIL is hiring for CA Industrial Trainee - Intern for 1.5 Years . Only immediate Joiners Apply. Functional Responsibility/Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, government securities, state development loans, Treasury bills etc. Construction and review of yield curve across...

  • Hwc - na Valuation - Tsts

    4 weeks ago

    Mumbai, Maharashtra, India WTW Full time

    HWC - NA Valuation - TSTS * - Mumbai, IN March 04, 2024 Performance 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...