Role Summary

HIGHLIGHTS

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

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Role Summary

HIGHLIGHTS

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