Actuarial and Investment Analyst

Actuarial and Investment Analyst Pennington, New Jersey;New York, New York; Jacksonville, Florida; Boston, Massachusetts; Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammatesu2019 physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us Job Description: As an Actuarial and Investment Analyst u2013 Institutional Retirement, you will be responsible for assisting with the creation, development, and monitoring of investment strategies developed for institutional retirement plans u2013 typically defined benefit (pension) plans. Youu2019ll play a key role in supporting the primary functions of the actuarial investments team. Key Responsibilities: + 3+ years of institutional investment experience. + Seasoned strategist capable of independently completing complex analyses. + Monitoring investment strategies on a day-to-day basis. + Creating, reviewing, and distributing monthly and quarterly monitoring 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. + Developing analysis on pension plans using publicly available data to support the sales process. Required: + 3+ years of actuarial or institutional investment experience. + Very proficient with Microsoft Office u2013 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. Desired: + Bacheloru2019s degree in actuarial science, finance, mathematics, statistics, or a related field. + Actuarial exams passed: Associate of the Society of Actuaries (ASA) Fellow of the Society of Actuaries (FSA) Enrolled Actuary (EA) Skills: Business Analytics Business Intelligence Data & Trend Analysis Data Mining Data Modeling Data Quality Management Reporting Research Analysis Risk Analytics Risk Modeling Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Bacheloru2019s degree or equivalent work experience preferred. For internal employees; participation in a work from home posture does not make you ineligible to post Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your

Created: 2026-02-02