Search jobs > Boston, MA > Actuarial analyst

Actuarial and Investment Analyst – Institutional Retirement

Bank of America
Boston, Massachusetts, US
Full-time

Job Description :

Please make an application promptly if you are a good match for this role due to high levels of interest.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Title : Actuarial and Investment Analyst Institutional Retirement

Key Responsibilities :

  • Monitoring investment strategies on a day-to-day basis.
  • Creating, reviewing, and distributing monthly and quarterly performance reports.
  • Conducting asset-liability modeling (ALM) studies used to set investment strategies.
  • Communicating regularly with internal partners and external clients.
  • Self-managing through routine tasks and collaborating during larger projects.
  • Contributing to the development of new thought-leadership and whitepapers.
  • Monitoring financial performance of Retirement product, working with senior Product Managers in developing product plans, strategies, and enhancements, and performing data collection and coordination activities.

Minimum Requirements :

  • Bachelor’s degree in actuarial science, finance, mathematics, statistics, or a related field.
  • 3+ years of actuarial or institutional investment experience.
  • Very proficient with Microsoft Office especially MS Excel. VBA programming experience a plus.
  • Strong analytical skills and an ability to learn new financial modeling software.
  • Excellent communication skills, both written and verbal.
  • Self-managing through internal partners and external clients.
  • Holds one or more of the following actuarial designations : Associate of the Society of Actuaries (ASA), Fellow of the Society of Actuaries (FSA), or Enrolled Actuary (EA).

Desired Qualifications :

Series 7 / 66 preferred but not required.

Skills :

  • Business Acumen
  • Data Management
  • Oral Communications
  • Presentation Skills
  • Written Communications
  • Benefits Plan Development
  • Business Analytics
  • Collaboration
  • Analytical Thinking
  • Innovative Thinking
  • Problem Solving
  • Product Management

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift : 1st shift (United States of America)

Hours Per Week : 40

J-18808-Ljbffr

11 days ago
Related jobs
Promoted
Bank of America
Boston, Massachusetts

Actuarial and Investment AnalystInstitutional Retirement. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Monitoring financ...

Promoted
Fundfire
Boston, Massachusetts

The ideal candidate possesses strong presentation and decision-making skills and is extremely detail oriented, passionate about investments, a strong team player, persistent, and self-motivated. The Institutional Sales Associate will be expected to work well in an entrepreneurial environment and sup...

Promoted
Ignites
Boston, Massachusetts

The ideal candidate possesses strong presentation and decision-making skills and is extremely detail-oriented, passionate about investments, a strong team player, persistent, and self-motivated. The Institutional Sales Associate will be expected to work well in an entrepreneurial environment and sup...

Promoted
Mackenzie Financial Corporation
Boston, Massachusetts

The ideal candidate possesses strong presentation and decision-making skills and is extremely detail oriented, passionate about investments, a strong team player, persistent, and self-motivated. The Institutional Sales Associate will be expected to work well in an entrepreneurial environment and sup...

Marsh & McLennan Companies, Inc.
Boston, Massachusetts

Mercer Global Investments Technology is seeking a highly skilled and experienced Investments Data Analyst to join our Global Investments Technology team at Mercer in the Boston office. Strong knowledge and experience in investment management domain, including investment products, asset classes, and ...

Lincoln Financial Group
Boston, Massachusetts

You will specifically be responsible for the investment disclosures for LFG’s SEC (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories etc. You will provide accounting information on fixed...

Capital Analysts of New England, Inc.
Braintree, Massachusetts

Capital Analysts of New England. Investments and Financial Planning Coordinator. If you're passionate about the financial industry and thrive in a collaborative environment, this position offers an excellent opportunity for professional growth and impact. Provide insights and recommendations to supp...

Yoh, A Day & Zimmermann Company
Boston, Massachusetts

Ability to understand the data model, data structure, and quickly how to break the problem down and put together data designs and data flow to work with the business and understand what the problems are and have them give us there ask and then create a protype. The ideal candidate is one that can pr...

JPMorgan Chase & Co.
Boston, Massachusetts

As a Summer Analyst in the 2025 Corporate & Investment Bank Securities Services Leadership Program, you will develop your analytical, technical and leadership skills while gaining hands on program management experience in your role. As a full-time analyst, you will cultivate and hone new skills thro...

Yoh, A Day & Zimmermann Company
Boston, Massachusetts

Ability to understand the data model, data structure, and quickly how to break the problem down and put together data designs and data flow to work with the business and understand what the problems are and have them give us there ask and then create a protype. The ideal candidate is one that can pr...