Role Summary

HIGHLIGHTS

Entry-level retirement actuarial analyst supporting Retirement Consultants in Framingham, MA. You will perform investment analysis, due diligence, quarterly reporting, and client-facing plan support for retirement (primarily DC) plans. The role requires 1+ years of retirement client coordination or investment advisory experience and strong MS Office skills.

JOB DESCRIPTION SUMMARY

Support Retirement Consultants with client servicing and transitions
Prepare investment analysis, RFP assembly, and quarterly investment reports
Manage annual disclosures and review plan/provider reports
Client-facing role with ~10% travel to meetings
Entry-level role requiring 1+ years' retirement industry experience

DOMAIN EXPERTISE

Client coordination or investment advisory experience in the retirement industry
Experience preparing investment management reports and due diligence
Experience with plan/provider administrative reports and annual disclosures

KEY REQUIREMENTS

Bachelor's degree required
1+ years client coordination or investment advisory experience in retirement
Working knowledge of Microsoft Windows and MS Office
Excellent verbal and written communication skills
Willingness to travel (~10%) and work extra hours as needed

TECH STACK

Excel
PowerPoint
Access

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Support Retirement Consultants with client servicing and transitions
Prepare investment analysis, RFP assembly, and quarterly investment reports
Manage annual disclosures and review plan/provider reports
Client-facing role with ~10% travel to meetings
Entry-level role requiring 1+ years' retirement industry experience

DOMAIN EXPERTISE

Client coordination or investment advisory experience in the retirement industry
Experience preparing investment management reports and due diligence
Experience with plan/provider administrative reports and annual disclosures

KEY REQUIREMENTS

Bachelor's degree required
1+ years client coordination or investment advisory experience in retirement
Working knowledge of Microsoft Windows and MS Office
Excellent verbal and written communication skills
Willingness to travel (~10%) and work extra hours as needed

TECH STACK

Excel
PowerPoint
Access

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Support Retirement Consultants with client servicing and transitions
Prepare investment analysis, RFP assembly, and quarterly investment reports
Manage annual disclosures and review plan/provider reports
Client-facing role with ~10% travel to meetings
Entry-level role requiring 1+ years' retirement industry experience

DOMAIN EXPERTISE

Client coordination or investment advisory experience in the retirement industry
Experience preparing investment management reports and due diligence
Experience with plan/provider administrative reports and annual disclosures