Pension Risk Management Specialist

3 days ago


San Francisco, California, United States US051 Mercer Investments LLC Full time

About the Role:

Mercer Investments LLC is seeking a highly skilled Annuity Placement Associate to join our team. As a key member of our pension risk transfer market team, you will be responsible for supporting our efforts in creating innovative solutions for clients.

Key Responsibilities:

  • Project manage annuity placements from initial bidding and price discovery to execution and post-deal transition of pension liabilities.
  • Liaise with insurance providers to ensure timely delivery of required documents.
  • Analyze pricing to provide unique solutions and support strategy for annuity buyouts.
  • Collaborate with actuarial and administration teams to gather plan and participant data.
  • Facilitate preparation of insurance market due diligence material to support consulting process.

What We Offer:

  • A growing business with a strong brand and diverse client base.
  • The opportunity to partner with an experienced team to provide investment solutions.
  • A culture of internal mobility, diversity, inclusion, and collaboration.
  • Competitive pay and a full benefits package, including medical, dental, vision, short- and long-term disability, and life insurance.

Requirements:

  • Minimum 2-3 years of pension experience in an insurance company, financial strategy, investment, or actuarial consulting environment.
  • Familiarity with investment principles and actuarial calculations.
  • Willingness to obtain Life, Accident & Health Insurance licensing (if applicable).

Preferred Qualifications:

  • Active pursuit of Actuarial and/or CFA designations.
  • Previous experience in the insurance or group annuity market.


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