Pension Asset Liability Study Consultant jobs in United States
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WTW · 1 day ago

Pension Asset Liability Study Consultant

WTW is a market leading firm focused on innovation and excellence in retirement risk management. The role involves supporting asset-liability studies and providing consulting expertise to manage pension-related costs and risks for clients.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Provide value-added consulting expertise on asset-liability studies and other special projects involving investment expertise
Understand capital market environment and outlook, particularly in the context of asset-liability projections and resulting investment recommendations
Support presentations of complex consulting information to senior-level internal and client audiences
Lead multi-phase projects, driving project planning, management of client financials and delegation to multiple associates
Develop a trusted advisor relationship with client contacts, lead retirement consultants and Retirement Risk Management consultants through effective communication and efficient, quality execution of projects
Support the generation of new business by promoting client engagement with WTW as a partner for investment and other pension risk management strategies
Develop statements of work, project plans and budgets for broad range of studies
Perform technical review of work products, including consulting-level insights on stochastic forecasting results using Monte Carlo simulations
Contribute to the development of new tools and approaches
Serve as mentor to junior project team associates

Qualification

Asset-liability modelingMonte Carlo simulationsDefined benefit plansRetirement consultingInvestment consultingClient relationship skillsProject managementCommunication skillsTeam skills

Required

3+ years of experience and success in the management of defined benefit plans, ideally gained in a consulting environment
Experience in asset-liability modeling (ALM), including Monte Carlo simulations preferred
An undergraduate degree is required; Advanced degree preferred
ASA and/or EA; FSA, CERA & CFA credentials are encouraged
Experience and expertise delivering retirement and/or investment consulting services to a broad range of organizations
Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget
Experience supporting and contributing to new business generation
Strong client relationship, interpersonal and team skills
Polished and well developed oral and written communication skills

Preferred

Experience in asset-liability modeling (ALM), including Monte Carlo simulations preferred
Advanced degree preferred
ASA and/or EA; FSA, CERA & CFA credentials are encouraged

Benefits

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase