Actuarial & Investment Analyst — Institutional Retirement

Actuarial and Investment Analyst – Institutional Retirement (Bank of America)

As an Actuarial and Investment Analyst – Institutional Retirement, you will be responsible for assisting with the creation, development, and monitoring of investment strategies developed for institutional retirement plans, typically defined benefit (pension) plans. You'll play a key role in supporting the primary functions of the actuarial investments team.

• 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.

• 3+ years of actuarial or institutional investment experience.
• Very proficient with Microsoft Office – 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.

• Bachelor's 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)

• Business Analytics
• Business Intelligence
• Data & Trend Analysis
• Data Mining
• Data Modeling
• Data Quality Management
• Reporting
• Research Analysis
• Risk Analytics
• Risk Modeling

High School Diploma / GED / Secondary School or equivalent. Bachelor's degree or equivalent work experience preferred.

1st shift (United States of America)

40

$ - $ annualized salary, offers to be determined based on experience, education and skill set.

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.