UK Retirement Pension Valuation - SME / Lead
Location
Mumbai | India
Job description
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. You will oversee a diverse team of pension analysts and senior analysts and actuaries, providing technical review of work product along with training and performance guidance as needed and act as a coach, mentor and role model for junior associates. This is a consulting support role where you will work as part of a team on a wide variety of complex projects serving as a key resource for our diverse UK based client teams.
Principal Duties/Responsibilities:
- Deliver superior, consistent project management for assigned clients
- Serve as the day-to-day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality standards
- Serve as technical expert on complex valuations
- Perform technical review of work products
- Contribute to the development of new tools, frameworks and approaches
- Identify opportunities to enhance quality and/or improve processes to reduce costs
- Conduct regular refreshers trainings, provide timely updates and act as a liaison for cascading
- process/regulatory changes
- 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 onshore client teams through effective communication and efficient, quality execution of projects.
- Manage expectations and raise appropriate issues to internal and consulting office project managers.
- Serve as a mentor and provide technical guidance to junior associates.
- Up-skilling the team on taking up reviewer roles and complex valuations/Non-standard projects
Additional Responsibility –
- Responsibility of building the technical competence of the team, pro-actively supporting team members' learning and career development
- Primary point of contact for the team with GB based colleagues who support workflow management, responding to all requests and communications effectively and efficiently.
- Providing input to continuous improvement and process confirmation processes.
Training & Required Qualifications, Skills, Knowledge, Experience :
Training:
You will participate in a structured development programme where you will be provided with on the-job training consisting of a mix of classroom sessions, eLearning, webinars, recorded videos, self-study and reading.
Qualifications:
- Graduation / Post Graduation Degree required, in a program with heavy emphasis on
- mathematics, statistics or economics
- 3 - 5 actuarial exams passed and the recent one with in the last two years with clear progress shown towards becoming an actuary
Experience:
- 5+ years of experience in performing and checking core retirement work in a client-service
- oriented environment with large corporate defined benefit plans
- Must have experience with funding valuations, accounting expense valuations or manual
- calculations
- Experience in checking and providing development feedback to analysts
Skills:
- Good verbal and written communication skills
- Client focus
- Strong analytical and interpretational skills including ability to draw conclusions and identify trends from data in a logical, systematic way
- Advanced Microsoft Office skills, particularly in Excel
- Adept at successfully managing multiple projects within specified guidelines
- Strong leadership qualities
- Ability to prioritize and organize tasks, accomplish within stipulated timelines
Knowledge:
- In-depth knowledge of Retirement
- Good knowledge of valuation tools and systems
Job tags
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