Assisting with the creation, development, and monitoring of investment strategies for institutional retirement plans
Monitoring investment strategies on a day-to-day basis
Creating, reviewing, and distributing monthly and quarterly monitoring reports
Conducting asset-liability modeling (ALM) studies used to set investment strategies
Communicating regularly with internal partners and external clients
Self-managing routine tasks and collaborating during larger projects
Contributing to the development of new thought-leadership and whitepapers
Developing analysis on pension plans using publicly available data

Requirements

3+ years of institutional investment experience
Very proficient with Microsoft Office – especially MS Excel
VBA programming experience a plus
Strong analytical skills and ability to learn new financial modeling software
Excellent communication skills, both written and verbal
Self-managing through internal partners and external clients.
Bachelor’s degree in actuarial science, finance, mathematics, statistics, or a related field

Benefits

health insurance
retirement plans
paid time off
resources and support to make a genuine impact and contribute to sustainable growth

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment strategiesasset-liability modelingfinancial modelingVBA programmingdata analysispension plansreportingmonitoringquantitative analysisExcel

Soft Skills

analytical skillscommunication skillsself-managementcollaborationthought leadershipproject managementverbal communicationwritten communicationinterpersonal skillsadaptability