Team Leader – Pension Valuation

A leading global actuarial service center is seeking a results-driven Team Leader – Pension Valuation to join its retirement practice in Mumbai. In this leadership role, you will manage core valuation projects for diverse North American pension and welfare plans. Furthermore, you will effectively lead a large team of analysts to meet or exceed global client expectations. Consequently, this position is vital for delivering high-quality funding and expense valuations to the US Retirement market.

The Team Leader – Pension Valuation must provide technical review of work products while mentoring junior associates for career growth. Additionally, you will serve as a primary contact for client teams, ensuring all projects align with established budgets and timelines. Therefore, the company is looking for a professional with over 6 years of experience in core valuation work. If you have a strong understanding of accounting principles and excellent project management skills, this Team Leader – Pension Valuation role offers a premier global opportunity.

Key Responsibilities

• Lead and manage a large number of client projects within the internal service center for the US Retirement Practice.
• Deliver superior project management by developing plans and budgets involving multiple workflow streams.
• Oversee a diverse team of pension analysts and actuaries, providing technical review and quality control.
• Serve as a trusted advisor to US-based client teams through effective communication and execution.
• Manage project resources to produce quality deliverables on time and within established financial budgets.
• Support core valuation tasks, including funding valuations, expense forecasting, and government forms.
• Perform data reconciliations and coordinate responses to auditor requests for various retirement plans.
• Act as a people manager and coach, providing training and performance guidance to junior associates.
• Identify opportunities to enhance process quality and improve workflows to reduce operational costs.
• Maintain a billable hours target while collaborating across various global office locations.

Requirements and Qualifications

• Minimum of 6+ years of experience in performing and checking core pension valuation work.
• Graduate or Post Graduate degree; currently pursuing actuarial professional qualifications.
• Excellent verbal and written communication skills with strong interpersonal capabilities.
• Good understanding of global Accounting and Insurance principles.
• Proficiency in MS Office Suite, including advanced Excel, Word, and PowerPoint.
• Proven ability to analyze metrics and suggest solutions to improve client service delivery.