Actuarial and Investment Analyst
Bank of America
Role Summary
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Actuarial and Investment Analyst supporting institutional retirement (defined benefit) plans in Pennington, NJ. You will monitor investment strategies, run asset-liability modelling (ALM) studies, produce regular monitoring reports, and support client-facing pension analysis. Role suits an associate-level candidate with investment or actuarial background and strong Excel skills.
JOB DESCRIPTION SUMMARY
- Support investment strategy development and day-to-day monitoring for DB pension plans
- Conduct asset-liability modelling (ALM) studies to set investment strategies
- Create and distribute monthly and quarterly monitoring reports
- Work with internal partners and external clients to support sales and advisory efforts
- Requires strong Excel proficiency; VBA experience a plus
DOMAIN EXPERTISE
- Institutional investment experience
- Defined benefit pension plan analysis
- Asset-liability modelling (ALM) studies
- Monitoring investment strategies and reporting
KEY REQUIREMENTS
- 3+ years of actuarial or institutional investment experience
- Experience with asset-liability modelling for pension plans
- Very proficient with Microsoft Excel
- Strong analytical and financial modelling skills
- Excellent written and verbal communication skills
TECH STACK
- Excel
- PowerPoint
