Actuarial Analyst

Actuarial Analyst San Jose, CA Job Details Full-time $70,000 - $75,000 a year 14 hours ago Benefits Pension plan Qualifications Statistics Defined contribution retirement plans Microsoft Excel Statistics Customer service Calculus Writing skills Valuation Mathematics Financial analysis Statistical analysis Analysis skills Math Bachelor's degree Task prioritization Productivity software Bachelor's degree in mathematics Communication skills Entry level Discrete math Actuarial Science Full Job Description Job Description Summary Performs assignments of a variety actuarial-related tasks, e.g., compilation and analysis of losses and reserves. Develops and enhances procedures including review for actuarial soundness. Analyzes completed work for reasonableness and accuracy, and may recommend specific courses of action. Job Description 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.

Duties and Responsibilities Date Entry and Analysis:

Conducting analysis of financial and demographic data to assess risk and make informed decisions.

Project Support:

Assisting in actuarial projects and contributing to team initiatives.

Actuarial Modeling:

Gaining exposure to actuarial modeling techniques for future advanced responsibilities.

Career Planning:

Exploring career paths within the actuarial field and setting goals for professional growth.

Collaborative Learning:

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. Knowledge, Skills, and Abilities Knowledge of - 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. Skill in - 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. Ability to - 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. Educational/Previous Experience Requirements Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications Actuarial exam progress is preferred. None required.

Education Bachelor's:

Actuarial Science, Bachelor's:

Mathematics Work Experience General Experience - 7 to 12 months Certifications Salary Range $70,000.00-$75,000.00 Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-TG1