Financial Clearance Representative at UW Health in Rockford, IL providing customer service in a healthcare setting. Working day/eve shifts to assist with financial clearance processes.
About the role
- Senior Institutional Investment Strategist developing investment strategies and frameworks for institutional clients. Delivering liability-driven solutions and guiding clients based on actuarial expertise and market trends.
Responsibilities
- Develops and recommends strategies to achieve institutional investment goals of the organization and/or its institutional clients.
- Creates frameworks for analyzing alternative investment and risk scenarios (e.g. overall institutional investment return, interplay of various asset classes or securities, comparative return of different markets).
- Forecasts market changes based on economic and industry analyses; monitors technical trading trends.
- May be responsible for developing and marketing specialized institutional asset allocation products and services.
- May manage more junior staff.
- Provide strategic asset allocation guidance to pension clients using stochastic and deterministic modeling approaches.
- Serve as a trusted advisor and subject matter expert on defined benefit plans, leveraging actuarial and investment expertise to guide institutional clients.
- Provide training and field support to internal partners such as portfolio strategists, relationship managers, and financial advisors on defined benefit plan issues.
- Review liability-based reporting and analysis for existing pension clients, ensuring alignment with long-term funding objectives.
- Support sales and business development efforts through analytical insights and direct engagement with prospects.
- Collaborate cross-functionally with internal teams to design and implement innovative investment solutions tailored to client needs.
- Stay informed on pension investment trends to provide timely and relevant guidance to clients.
Requirements
- Extensive knowledge of ERISA funding regulations and FASB accounting rules applicable to defined benefit pension plans; pension investment experience a plus
- Bachelor’s degree in actuarial science, finance, mathematics, statistics, economics, or related field.
- ASA (Associate of the Society of Actuaries) or FSA (Fellow of the Society of Actuaries) required.
- Minimum 5+ years of actuarial or institutional investment experience.
- CFA a plus.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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