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The role involves working closely with actuarial and investment client teams (Consultants and Analysts) as well as clients and advisors. It involves collating and analysing data, running models, technical analysis and providing input into the production of client advice and reports. With this role, you may expect to be involved in work from many teams within the practice, e.g. the Defined Benefit modelling team, Retail Wealth, the Defined Contribution team and wider data analysis.
Key responsibilities include
- Building knowledge of actuarial, pensions and investment matters
- Preparing data, validating and assessing suitability for use
- Running models and analysing output
- Checking results for reasonableness and the work of others
- Preparing reports and providing requested information to colleagues and clients
- Possibility for coding, reading/understanding and writing code in R
- Contributing to effective knowledge transfer within the team
- Liaising with internal client teams and external parties to perform all necessary data processing, calculation and reporting
- Responsible for ensuring timescales are met for delegated projects
- Developing an in depth understanding of current working procedures and systems applications
- Working with the other members of the team and people in the wider business on ad-hoc projects, both relating to client projects and to improve efficiency and refine new processes
- Adhering to the firm’s Information Security standards, policies and procedures
Skills, qualifications required and personal characteristics
- Proven numerical, analytical or data manipulation skills. It would be helpful if these had been gained in a financial services or other commercial environment
- An interest in becoming an actuary, or in working using techniques from actuarial science
- Work experience in a related role or project work in a related academic area will be of interest
- Advanced knowledge of Microsoft Excel or similar package (e.g. VBA) is helpful but not essential
- Some experience of using R or equally enthusiasm to learn R is desirable
- Some understanding of the legislative framework for UK pension schemes and/or broad investment knowledge would be helpful
- Logical thinker
- Accurate and organised
- Ability to monitor, prioritise and deliver own workload
- Adaptable and flexible approach
- Active team player
