Actuarial Analyst at The Segal Company (Western States), Inc. in San Francisco, California

Job Description:

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and...nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.

The Opportunity

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. Actuarial Analysts work independently and on teams to deliver consulting services to a broad and diverse range of defined benefit clients. Analysts will be encouraged to engage in continual learning and development activities with the goal to advance to higher level positions, and will be supported in pursuing progress toward actuarial accreditation through our competitive exam program and policy.

 

The Role

 

The Actuarial Analyst is responsible for the completion of actuarial valuations for multiemployer pension plans, public pension plans and other projects. Projects include but may not be limited to valuation activities and special project work addressing a myriad of unique and emerging retirement plan issues posed by client organizations.    

 

Key responsibilities include but may not be limited to:

• Researching and gathering information;


• Reviewing and analyzing work products including plan data and financial statements;


• Providing input to the development of solutions;


• Creating and updating valuation programs and spreadsheet applications;


• Assisting with report preparation and government filings and,


• Working with actuarial and consulting staff to support their effective presentation of work product to clients.

The qualified candidate must have: 

• A minimum of an undergraduate degree in Mathematics, Actuarial Science or related discipline;


• Completion of at least two actuarial exams with intent to attain actuarial accreditation;


• 1-3 years of retirement plan actuarial experience in a consulting environment preferred; 


• Relevant computer programming and software skills (strong Excel);


• Project management skills;


• Detail-orientation, organization and analytical skills; and


• Demonstrated communication (verbal/written) and interpersonal skills with the ability to interact effectively within a diverse group.

Diversity, Equity & Inclusion at Segal: 

We recognize that individuals bring a broad range of experience, abilities and reward expectations that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

About Segal and its Total Rewards Program:

Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes us a special place to work. The current salary range for this position is $62,500 to $75,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

Please Apply… 

Segal is the right size, the right organization and…the right move for you!  Please apply now.

 

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