Actuary, Retirement Plan Services - Modeling

Actuary, Retirement Plan Services - Modeling

As an Actuary in Retirement Plan Services, you will play a key role in supporting pricing, risk, and strategic initiatives to help profitably grow the business. This role requires strong analytical capabilities, a proactive mindset, and the ability to work both independently and collaboratively across teams.

Modeling

Support the maintenance and quarterly updates of the retirement plan pricing model. Collaborate with Product and Finance teams to ensure that the impact of updates is appropriately understood and implemented across user tools. Make changes to the model as well as act as peer reviewer for other team member changes.

Assumption Governance

Support alignment of modelling assumptions between pricing, valuation, and financial projection models. Assist with actuarial assumption memos to document assumption changes and differences between models.

New Product Support

Build and maintain models to evaluate potential new products. including market analysis, competitive positioning, and profitability assessments.

Risk Management

Evaluate risk management strategies, investment changes, and hedging approaches. Contribute to the design, build, and review of pricing models and tools from a risk lens. Assess their impact on product risk and profitability, and communicate insights to leadership. Build out documentation and processes that adhere to company modelling standards.

Must-Haves

•5-7+ years of experience in pricing, reporting, or risk management within financial services

•Actuarial credentials (FSA or ASA with additional years of experience)

•Strong technical skills and understanding of actuarial/mathematical financial concepts

•Proficiency in programming languages (e.g., VBA, Python, Dataiku) and advanced Excel

•Demonstrated critical thinking and ability to analyze data, identify trends, and draw valid conclusions

•Bachelor's degree in Actuarial Science, Economics, Accounting, Finance, Data Science, or a related field

Nice-to-Haves •Experience in actuarial or data science roles

•Retirement Industry experience