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Associate, Valuation

KKRBoston, Massachusetts, United States2w ago
OnsiteIndividual AnnuitiesReserving & ValuationRegulatory Reporting

Role Summary

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HIGHLIGHTS

Associate-level life valuation role supporting annuity valuation and financial reporting in Boston, MA (also Hartford, CT). You will calculate US Statutory, Tax and US GAAP reserves, analyze reserve movements and sensitivities, and support audit, SOX and regulatory reporting for life insurance blocks.

JOB DESCRIPTION SUMMARY

  • Calculate US Statutory, Tax and US GAAP reserves for life/annuity blocks
  • Analyze reserve movements, sensitivities, and sources of quarterly earnings
  • Support audit, regulatory requests and SOX controls for valuation processes
  • Collaborate with modeling, IT and data teams on model and system updates
  • Boston or Hartford office-based role at Associate/Senior Analyst level

DOMAIN EXPERTISE

  • Annuity valuation
  • US Statutory and US GAAP reserves
  • Reserve movement and sensitivity analysis
  • SOX controls and financial reporting
  • Supporting audit and regulatory requests

KEY REQUIREMENTS

  • FSA designation, close to attaining FSA, or career ASA required
  • 5+ years of actuarial experience, preferably with annuities
  • Authorized to work for any employer in the U.S.; no visa sponsorship

TECH STACK

  • No tech stack specified