Actuary, Annuity Financial Projections jobs in United States
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Lincoln Financial · 9 hours ago

Actuary, Annuity Financial Projections

Lincoln Financial is a company that helps people confidently plan for their financial future. They are seeking an Actuary, Annuity Projections to support the Annuity Financial Projections team, focusing on asset adequacy testing, ALM research, and actuarial projection analytics.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Projection analysis: Review models and financial projections throughout the year, including Asset/Liability Management, Distributable Earnings and Free Cash Flow analysis, Reserves and Asset Adequacy Analysis. Clearly and concisely communicate key drivers of change in a timely manner
ALM research and monitoring: Understand Lincoln’s Inforce business and ALM strategy. Develop and maintain dashboards that effectively track and communicate the organization’s ALM position
Quality improvements: Enhance models and modeling processes, streamlining processes using next generation tools to increase efficiency and gain deeper insight into results
Cross-functional Collaboration: Deliver informative analysis and results from actuarial models by partnering and collaborating with other functional areas across the company including FP&A, Market Risk Management, Pricing, Enterprise Risk Management, Investments and Corporate Actuarial
Industry Research: Maintain and expand knowledge of annuity regulations, business trends and best practices. Stay current on potential regulation changes within the industry

Qualification

Annuity products experienceFSAASA designationActuarial modeling experienceMoody's AXISData analytics toolsFinancial projections analysisInterpersonal skillsCommunication skillsTime managementCritical thinkingSelf-starterAdaptability

Required

Substantial experience with annuity products
Excellent interpersonal and communication abilities
FSA designation (preferred) or ASA designation (required)
Actuarial modeling and/or valuation experience in Moody's-AXIS
7-10 years of actuarial experience
Effective time management, prioritization, and organizational skills
Strong technical, programming, and critical thinking skills
Self-starter with ability to work independently
Ability to adapt to changing priorities, tools, and business needs in a dynamic environment

Preferred

Experience with annuity products, particularly in ALM, CFT, Valuation or Pricing context
Familiarity with data analytics and visualization tools (e.g. – Dataiku, Tableau)
Familiarity with modern data science approaches

Benefits

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training

Company

Lincoln Financial

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Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.

Funding

Current Stage
Public Company
Total Funding
$825M
Key Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO

Leadership Team

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Ellen Cooper
Chairman, President and Chief Executive Officer
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Christopher Neczypor
Chief Financial Officer
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Company data provided by crunchbase