Pension Risk Transfer Specialist

1 day ago


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

About the Role:

We are seeking a highly skilled Pension Risk Transfer Specialist to join our team at Mercer Investments LLC. As a key member of our pension risk transfer market team, you will be responsible for supporting our efforts in the pension risk transfer market.

Key Responsibilities:

  • Project manage annuity placements from the initial bidding and price discovery process through execution and post-deal transition of pension liabilities.
  • Liaise with the insurance marketplace of providers offering group annuity products to ensure that the required deliverables are received.
  • Analyze pricing to provide unique solutions and support strategy for annuity buyouts.
  • Create presentations, coordinate meetings, respond to questions from insurers, liaise with actuarial and administration teams to gather plan and participant data, lead work streams, and ensure the process is executed in a timely manner.
  • Facilitate the preparation of insurance market due diligence material to support our consulting process around the Department of Labor guidelines for annuity buyout transactions in compliance with interpretive bulletin 95-1.

What You'll Get:

  • A growing business in a company with a strong brand, with experience developing solutions for a diverse set of clients.
  • The opportunity to partner with an experienced team to provide investment solutions to Mercer's clients.
  • A culture of internal mobility, diversity, inclusion, and collaboration.
  • Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a fixed company contribution AND a company match on your 401k.

What We're Looking For:

  • Minimum Bachelors degree in mathematics, economics, finance, or other business-related areas with strong quantitative and analytical course content or direct relevant experience.
  • Minimum 2-3 years of pension experience within an insurance company, financial strategy, investment, and/or actuarial consulting environment.
  • Familiarity with investment principles and actuarial calculations.
  • Willingness to obtain Life, Accident & Health Insurance licensing (if applicable).

What Makes You Stand Out:

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


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