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Role Summary

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HIGHLIGHTS

Director-level retirement strategist for defined benefit (pension) plans in Charlotte, NC. Provide liability-driven asset allocation guidance using stochastic and deterministic models, advise institutional clients, and support sales and business development. Requires ASA or FSA and experience with ERISA funding and FASB accounting.

JOB DESCRIPTION SUMMARY

  • Provide liability-driven strategic asset allocation for defined benefit pension plans
  • Use stochastic and deterministic modeling to support ALM and funding decisions
  • Advise institutional clients and support sales/business development
  • Develop training and field support for portfolio strategists and relationship managers
  • R and VBA modelling; based in Charlotte, NC (in-office culture)

DOMAIN EXPERTISE

  • Defined benefit (pension) plan expertise
  • ERISA funding regulations knowledge
  • FASB accounting rules for pensions
  • Institutional investment or pension investment experience
  • Actuarial consulting for pension plans

KEY REQUIREMENTS

  • ASA or FSA required
  • Minimum 5+ years of actuarial or institutional investment experience
  • Extensive knowledge of ERISA funding regulations and FASB accounting
  • Proficiency in R and VBA for modelling and analysis
  • Bachelor’s degree in actuarial science, finance, math, or related field

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Director-level retirement strategist for defined benefit (pension) plans in Charlotte, NC. Provide liability-driven asset allocation guidance using stochastic and deterministic models, advise institutional clients, and support sales and business development. Requires ASA or FSA and experience with ERISA funding and FASB accounting.

JOB DESCRIPTION SUMMARY

  • Provide liability-driven strategic asset allocation for defined benefit pension plans
  • Use stochastic and deterministic modeling to support ALM and funding decisions
  • Advise institutional clients and support sales/business development
  • Develop training and field support for portfolio strategists and relationship managers
  • R and VBA modelling; based in Charlotte, NC (in-office culture)

DOMAIN EXPERTISE

  • Defined benefit (pension) plan expertise
  • ERISA funding regulations knowledge
  • FASB accounting rules for pensions
  • Institutional investment or pension investment experience
  • Actuarial consulting for pension plans

KEY REQUIREMENTS

  • ASA or FSA required
  • Minimum 5+ years of actuarial or institutional investment experience
  • Extensive knowledge of ERISA funding regulations and FASB accounting
  • Proficiency in R and VBA for modelling and analysis
  • Bachelor’s degree in actuarial science, finance, math, or related field

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
$178k - $219k
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for a Director-level actuary with Retirement (DB pension) expertise, ASA/FSA credential, strong ALM and stochastic modelling skills, and experience advising institutional clients.

ASAFSA

Benefits

Annual Bonus
Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
$178k - $219k
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for a Director-level actuary with Retirement (DB pension) expertise, ASA/FSA credential, strong ALM and stochastic modelling skills, and experience advising institutional clients.

ASAFSA

Benefits

Annual Bonus
Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

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