Marsh
Directs, coaches, and guides a small group of actuarial analysts and valuation specialists through core valuation work which includes flawless execution with respect to requesting, gathering, and reviewing client data for completeness, reconciling data and assets from previous valuations, and preparing summaries of data, assets, and benefits defined in the plan document.
Supervises two or more employees as direct reports, typically between 2 and 4.
Prepares detailed analysis of final funding and accounting results to be reviewed by a Signing Actuary and Retirement Consultant.
Reviews and validate annual client liabilities produced by Mercer’s Retirement Studio System and other proprietary systems.
Determines timeline and valuation budget and comparing budgeted versus actual amounts and Resolving and communicating timing issues around valuation preparation.
Provides input and technical leadership to valuation specialists by teaching new skills, help in assigning the correct amount of time that should be spent on each step in the project and confirming that the workflow process was correctly followed and documented.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.