UK Valuation - GB Retirement - SME

• 202503511

• Mumbai, Maharashtra, India

Principal Duties/Responsibilities

• Complex data manipulation

• Calculating and valuing the benefits of individual members

• Pension scheme valuations

• Accounting disclosures

• Cross-departmental projects.

• Partner with the Team Leader on managing projects, training and supervision of junior associates

• Successfully manage own workload while proactively resolving conflicting priorities or other workload issues within the team.
• Develop a trusted advisor relationship with service center and onshore client teams through effective communication and efficient, quality execution of projects.

• Manage expectations and raise appropriate issues to internal and consulting office project managers.
• Contribute to the development of new tools and approaches

• Contribute to profitability by completing budget spreadsheets, monitoring own time spent on project, seeking ways to enhance efficiency and maintaining accurate time records
• Identify opportunities to enhance quality and/or improve processes to reduce costs
• Meet production hours as expected by the business
• Manage projects and leverage resources to produce quality deliverables on time and within budget
• Serve as a mentor and provide technical guidance to junior associates.

Additional Responsibility –

• Responsibility of building the technical competence of the team, pro-actively supporting team members’ learning and career development
• Primary point of contact for the team with GB based colleagues who support workflow management, responding to all requests and communications effectively and efficiently.

• Providing input to continuous improvement and process confirmation processes.

Training & Required Qualifications, Skills, Knowledge, Experience

Training:

• You will participate in a structured development programme where you will be provided with on-the-job training consisting of a mix of classroom sessions, eLearning, webinars, recorded videos, self-study and reading. Upon successful completion of the programme, there is potential to progress into specialist or technical roles.

Experience:

• 1+ years of experience in performing and checking core UK retirement work in a client-service oriented environment with large corporate defined benefit plans
• Must have experience with funding valuations, accounting expense valuations or manual calculations
• Experience in checking and providing development feedback to analysts

Skills:

• Good verbal and written communication skills
• Ownership & Accountability
• Learning Agility
• Client focus
• Strong analytical and interpretational skills including ability to draw conclusions and identify trends from data in a logical, systematic way
• Advanced Microsoft Office skills, particularly in Excel
• Adept at successfully managing multiple projects within specified guidelines
• Strong leadership qualities
• Ability to prioritize and organize tasks, accomplish within stipulated timelines
• Strong rapport with stakeholders and client teams

Knowledge:

• In-depth knowledge of Retirement
• Good knowledge of valuation tools and systems

Qualifications:

• Graduation / Post Graduation Degree required, in a program with heavy emphasis on mathematics, statistics or economics