Pension Analyst

The Position

We are recruiting for a Pension Analyst with 4-7 years of relevant experience. This position affords an immediate opportunity to apply analytical, problem-solving, communication and technology skills contributing to the development of solutions to challenging client issues. The Pension Analyst will have access to and work under the guidance and mentoring of talented senior level staff and will work independently and as part of a team to deliver consulting services to a broad and diverse range of defined benefit, 401(k) and retiree medical clients. If you are seeking a role that offers you the opportunity to consult with clients on complex actuarial and retirement consulting projects, consider a career with Odyssey.

The Role

A Pension Analyst will assist in designing and evaluating employee benefit programs for a wide range of clients, with an emphasis on pension and post-retirement medical and insurance plans. You will also work with client teams to determine the adequacy, funding requirements and financial impact of these plans, and ensure compliance with government regulations and financial accounting standards.

  • Perform actuarial valuations in accordance with IRS regulations and ASC 715-30 & ASC 715-60
  • Review data and asset reconciliations, individual sample cases, and liability results
  • Prepare preliminary results and reports for funding and financial accounting purposes
  • Calculate Pension Benefit Guaranty Corporation (“PBGC”) annual premiums
  • Prepare and timely deliver government form filings
  • Assist in non-discrimination testing for qualified pension plans
  • Lead and/or participate in employee benefits and retirement consulting projects
  • Exposure to clients on a regular basis
  • Effectively manage clients and projects to meet client expectations
  • Participate in engagements to broaden overall human resources knowledge
  • Participate in practice development initiatives

In addition, the Actuarial Consultant must work with the Enrolled Actuary and consultant to ensure effective presentation of results to clients.

Additional Skills are as follows:

  • Initiative – Ability to decide in an independent way what actions should be taken;
  • Effective Communication – Demonstrates the ability to convey thoughts and express ideas effectively, both verbally and written;
  • Team Player – Builds constructive working relationships characterized by a high level of acceptance, cooperation, and mutual respect;
  • Time Management – Makes reasonable estimates of resources needed to achieve goals or complete projects. Uses methods to plan and track work and commitments;
  • Continuous Learning – Displays an ongoing commitment to increasing skills;
  • Emotional Intelligence – Consistently exercises sound judgment.

Key Requirements

Required:

  • Minimum of 4 years of pension actuarial experience;
  • Strong project management skills;
  • Familiarity with DB and/or DC plan administration;
  • Must be knowledgeable of ERISA, IRS and DOL rules & regulations;
  • Priority on organization;
  • Strong attention to detail;
  • Experience with Microsoft® Excel, Access, Power Point and Word.

You Deeply Identify with Odyssey Advisors Values:

  • Efficient & Speedy – you get work done in a fraction of the time as industry peers.
  • Intellectually Curious – you are thoughtful & inquisitive; people enjoy working with you because they learn from you.
  • Mission-Driven & Committed – you are passionate about the company’s purpose and are immensely productive.
  • Team Oriented – you celebrate and take joy in the success of others on the team.

Preferred:

  • Internal or external client management experience;
  • Advanced experience with Microsoft® Excel and Access;
  • Expertise in Salesforce;
  • Experience with LynchVal and ASC;
  • Task management skills; detail orientation and organizational and analytical skills;
  • Understanding of client business issues;
  • Excellent oral and written communications skills; ability to communicate effectively;
  • Ability to work well with other team members;
  • Demonstrate ability to develop relationships within/outside of the Actuarial practice;
  • Must be a US Citizen or have US Work Authorization as we do not sponsor for any Visas.

How to Apply

Please send a cover letter and resume to careers@odysseyadvisors.com for consideration.