Actuarial Analyst

Raymond James•San Jose, CA

17h•Hybrid

About The Position

We are seeking a detail‑oriented and motivated Entry‑Level Actuarial Analyst to join our retirement consulting team. In this role, you will support consultants and senior analysts in delivering high‑quality actuarial and retirement plan services to clients. You’ll apply mathematical, statistical, and financial techniques to help organizations manage the design, funding, and compliance of their defined benefit and defined contribution plans. Under general supervision, you will assist with performing actuarial valuations, preparing government filings, analyzing plan data, and developing models that support strategic recommendations for clients. You will also work toward actuarial exam progression and develop strong technical, analytical, and communication skills in a collaborative, team‑oriented environment.

Requirements

Basic actuarial concepts including interest theory, life contingencies and mortality
Communication skill, both written and verbal, internally and externally
Mathematical and Statistical concepts such as probability, calculus, and discrete mathematics
Fundamental concepts, practices, and procedures of a professional office environment.
Basic concepts, principles, and practices of an assigned business unit.
Microsoft office suite products (word, excel, power point)
Complex computations and analytical techniques
Mathematics, business and economics
Problem Solving
Operating standard office equipment and using, or having the ability to learn, required software applications.
Ability to work effectively as part of a virtual/hybrid team.
Analytically synthesize complex data into effective results oriented communications
Use Microsoft excel or other tools to derive important results from large complex data sets
Organize and prioritize multiple tasks and meet deadlines.
Communicate effectively, both orally and in writing.
Work independently and collaboratively within a team environment.
Provide a high level of customer service.
Establish and maintain effective working relationships.
Bachelor’s: Actuarial Science, Bachelor’s: Mathematics
General Experience - 13 months to 3 years

Nice To Haves

Actuarial exam progress is preferred.

Responsibilities

Conducting analysis of financial and demographic data to assess risk and make informed decisions.
Assisting in actuarial projects and contributing to team initiatives.
Gaining exposure to actuarial modeling techniques for future advanced responsibilities.
Exploring career paths within the actuarial field and setting goals for professional growth.
Participating in team discussions to share insights and learn from experienced professionals.
Assist in conducting actuarial valuations for pension plans.
Perform actuarial calculations for pension benefit accrual and contributions.
Contribute to the preparation of government filings and compliance reports
Specified projects and varied assignments relating to the actuarial practice.
Works independently on assigned projects and tasks, meeting all delivery deadlines.
Operates standard office equipment and uses required software applications.
Performs other duties and responsibilities as assigned.