Actuarial Analyst at Raymond James

San Jose, California, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

75000.0

Posted On

25 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Actuarial valuations, Financial analysis, Demographic data analysis, Actuarial modeling, Pension benefit accrual, Compliance reporting, Microsoft Office Suite, Excel, Calculus, Probability, Discrete mathematics, Interest theory, Life contingencies, Analytical techniques, Problem solving, Communication

Industry

Financial Services

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 - 13 months to 3 years Certifications Salary Range $60,000.00-$75,000.00 Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Responsibilities

The Actuarial Analyst will support the retirement consulting team by performing actuarial valuations, analyzing plan data, and preparing government filings. They will also develop models to support strategic recommendations and assist in managing defined benefit and contribution plans.