Fidelity Investments

Associate Actuary

Fidelity Investments

San Francisco, CA, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to Fidelity Investments, where we strive to help our clients achieve their financial goals and secure their financial future. As an Associate Actuary, you will play a critical role in our mission by utilizing your strong analytical skills and actuarial expertise to provide valuable insights and recommendations to our clients. We are seeking a highly motivated and detail-oriented individual with a passion for numbers and a strong understanding of the financial industry. If you have a strong foundation in actuarial principles and are looking for a challenging and rewarding career opportunity, we encourage you to apply for this role.

  1. Conduct actuarial analysis and research to support the development of financial strategies and solutions for clients.
  2. Utilize actuarial models and tools to evaluate risk and provide recommendations for investment decisions.
  3. Prepare and present reports and presentations to clients and internal stakeholders, clearly communicating complex actuarial concepts and findings.
  4. Collaborate with cross-functional teams to contribute to the development of new products and services.
  5. Stay updated on industry trends and changes in regulations to ensure compliance and inform decision-making.
  6. Utilize strong analytical skills to identify patterns and trends in data.
  7. Conduct thorough and accurate analysis of financial data, including statistical analysis and forecasting.
  8. Assist in the development and maintenance of actuarial models and methodologies.
  9. Communicate with clients to gather necessary information and understand their financial goals and needs.
  10. Continuously review and improve actuarial processes and procedures to enhance efficiency and accuracy.
  11. Maintain a high level of professionalism and confidentiality in handling sensitive financial information.
  12. Collaborate with team members to ensure timely completion of projects and deliverables.
  13. Mentor and train junior team members on actuarial principles and processes.
  14. Adhere to company policies and procedures, as well as regulatory requirements.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Bachelor's Degree In Actuarial Science, Mathematics, Statistics, Or A Related Field.

  • Passed At Least Two Actuarial Exams (E.g. Soa, Cas) And Actively Pursuing A Professional Designation (E.g. Asa, Acas).

  • Minimum Of 2 Years Of Experience In The Actuarial Field, Preferably In The Financial Services Or Investment Industry.

  • Strong Analytical And Problem-Solving Skills, With The Ability To Interpret And Communicate Complex Data.

  • Proficiency In Actuarial Software Such As Sas, R, Or Python, As Well As Microsoft Excel And Other Data Analysis Tools.

Required Skills
  • Programming

  • Data Analysis

  • Communication

  • Time Management

  • statistical analysis

  • Financial forecasting

  • Risk assessment

  • Teamwork

  • Problem-Solving

  • Mathematical modeling

  • Excel proficiency

  • Actuarial Science

Soft Skills
  • Communication

  • Conflict Resolution

  • Decision Making

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Associate Actuary in San Francisco, CA, USA is $114,000 - $200,000 per year. However, this can vary depending on the specific company, experience level, and other factors. Some companies may offer higher salaries or additional benefits such as bonuses, stock options, and healthcare packages. It is important to research the specific company and job market to get a more accurate understanding of the salary range.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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