Financial Analyst

Role Overview

The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non-qualified executive benefit programs. This includes working closely with Senior Consultants to provide plan modeling and funding solutions, developing relationships with insurance carriers, and utilizing software to prepare financial modeling.

What You Will Do

Develops and maintains relationships with insurance carriers, prepares accurate financial modeling for new and existing non-qualified executive benefit clients, and provides detailed modeling assumptions and analysis.

Why It Might Be a Fit

This role requires strong analytical and problem-solving skills, attention to detail, and the ability to work under pressure in a fast-paced environment. The ideal candidate will have a Bachelor's degree in Finance, Economics, or Mathematics and 0-3 years of experience in the retirement services industry.

Requirements

• Bachelor's degree in Finance, Economics, or Mathematics
• 0-3 years of retirement services industry experience
• Proficient in Microsoft Office programs, especially Excel
• Ability to learn multiple insurance carrier software programs
• Strong analytical and problem-solving skills
• Detail-oriented
• Strong written and oral communication skills
• Strong organizational skills
• Self-motivated and capable of initiating action
• Ability to collaborate with others and adapt to change
• Ability to work on multiple projects concurrently and adjust to change in priorities
• Ability to work under pressure in a fast-paced environment

Benefits

• Regular, reliable, and punctual attendance