mutual fund analyst

Kopieformme

Kopieformme is seeking a highly skilled and detail-oriented Hedge Fund Finance Analyst to join our dynamic finance team in Doha. This role will focus on analyzing and managing the financial aspects of hedge fund operations, including performance tracking, risk assessment, and portfolio management. The ideal candidate will possess strong analytical skills, a deep understanding of hedge fund strategies, and experience with financial reporting and analysis in the hedge fund industry.Key Responsibilities:<ul><li>Analyze the financial performance of hedge fund portfolios, including returns, risks, and exposures</li><li>Prepare detailed financial reports, performance metrics, and commentary for hedge fund investors and senior management</li><li>Assist in calculating NAV (Net Asset Value) for hedge fund portfolios on a regular basis</li><li>Monitor fund cash flows, investments, and asset allocations to ensure alignment with fund strategies</li><li>Track and reconcile hedge fund trades, positions, and balances across multiple asset classes</li><li>Conduct in-depth financial analysis of hedge fund strategies, including equities, fixed income, derivatives, and alternative investments</li><li>Support fund managers with portfolio performance analysis, risk modeling, and scenario analysis</li><li>Assist in preparing reports for regulatory compliance and investor communications</li><li>Coordinate with custodians, prime brokers, and other external parties to ensure accurate and timely processing of transactions</li><li>Assist in fund audits and the preparation of financial statements</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field</li><li>Proven experience in hedge fund accounting, finance, or analysis</li><li>Strong understanding of hedge fund structures, financial instruments, and performance measurement</li><li>Experience with financial modeling, performance attribution, and risk analysis</li><li>Knowledge of financial reporting standards, including IFRS, US GAAP, and regulatory requirements</li><li>Proficiency in Microsoft Excel and financial analysis tools (e.g., Bloomberg, FactSet, or similar platforms)</li><li>Strong attention to detail and accuracy in financial reporting and analysis</li><li>Excellent problem-solving, organizational, and communication skills</li></ul>Preferred Skills:<ul><li>CFA, CAIA, or other relevant certifications are a plus</li><li>Experience with hedge fund administration, risk management, or compliance</li><li>Familiarity with hedge fund software (e.g., Investran, eFront, or similar platforms)</li><li>Ability to manage multiple tasks and meet deadlines in a fast-paced environment</li></ul>What We Offer:<ul><li>Competitive salary and comprehensive benefits package</li><li>Exposure to cutting-edge hedge fund strategies and asset management</li><li>A collaborative, dynamic, and innovative work environment</li><li>Opportunities for career growth and advancement in hedge fund finance</li></ul>How to Apply: Interested candidates are invited to submit their CV along with a cover letter highlighting their experience in hedge fund finance and investment analysis.Job Type: Full-timePay: QAR210,000.00 per yearWork Location: In person

Hedge Fund Finance Analyst

Brookfield

<div>
 
 Location
 
 
 
 Brookfield Place New York - 225 Liberty Street, 8th Floor
 
 
 
 Business - Global Client Group
 
 
 
 Brookfield is one of the world&rsquo;s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield&rsquo;s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield&rsquo;s various private funds and Affiliate Managers.
 
 
 
 Brookfield Culture
 
 
 
 Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 
 
 
 Job Description
 
 
 
 We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 
 
 
 Job Description:
 
 
 
 <ul>
 <li>
 The Global Client Group is seeking an Analyst / Associate &ndash; Credit &amp; Multi-Asset Solutions, Fundraise Management, to work with the Brookfield&rsquo;s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield&rsquo;s existing credit products.
 </li>
 <li>
 The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals
 </li>
 <li>
 Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging.
 </li>
 <li>
 Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies.
 </li>
 <li>
 Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest
 </li>
 <li>
 Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance &amp; Operations and the Investment Teams.
 </li>
 <li>
 Be a source of information and advisor for Brookfield&rsquo;s product offerings, the offerings of our key competitors and market in general.
 </li>
 <li>
 Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.
 
 
 </li>
 </ul>
 Qualifications Required:
 
 
 <ul>
 <li>
 Undergraduate degree in finance, business, economics, or another relevant discipline.
 </li>
 <li>
 Experience Required: 1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives
 </li>
 <li>
 Excellent PowerPoint and excel skills. The ability to manipulate and summarize data sets is important.
 </li>
 <li>
 Strong written and verbal communication skills.
 </li>
 <li>
 A team approach and a &ldquo;can do&rdquo; attitude.
 </li>
 <li>
 Ability to be a &ldquo;self-starter&rdquo; with intellectual curiosity and honesty.
 </li>
 <li>
 Experience in high volume processes and technology enabled solutions.
 
 
 </li>
 </ul>
 Salary: $105,000 - $150,000
 
 
 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
 
 
 Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
 
 
 We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
 
 
</div>

Analyst / Associate, Credit & Multi-Asset Solutions, Fundraise Management

Daley And Associates, LLC

<div>
 
 
 
 
 
 
 Investment Trade Operations Analyst
 
 
 
 
 We are currently seeking candidates for
 
 multiple&nbsp;
 
 opportunities as an Investment Trade Operations Analyst at a global asset management company with a location in Downtown Boston, MA, 02110. The ideal candidates will have intern experience(s) and/or up to 1 year of experience in the financial services and/or asset management industries.
 
 
 
 
 
 
 
 
 
 
 These roles are temporary (est. 6 months) with an opportunity of becoming permanent and will pay between $23.00 and $24.00 per hour within a 40-hour work week.
 
 
 
 
 
 
 
 
 
 
 On-site 3 days per week.
 
 
 
 
 
 
 
 
 
 
 Starts May 26, 2026.
 
 
 
 
 
 
 
 
 
 
 Operations/Back Office support of day-to-day mutual fund investment and trading activity.
 
 
 
 
 
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 
 <ul>
 <li>
 
 
 
 Research and resolve trade discrepancies by interacting with brokers and custodian banks
 
 
 
 </li>
 <li>
 
 
 
 
 Instruct trades and trade amendments
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Prepare wire transfers to fund investment activity
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Process and reconcile trade activities
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Process cash transactions
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 Perform daily/monthly asset and cash reconciliations
 
 
 
 
 </li>
 <li>
 
 
 
 
 Settle trades and foreign exchanges
 
 
 
 
 </li>
 <li>
 
 
 
 
 Asset position reconciliation
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Research and report variances and incorrect holdings
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 Daily and monthly client reporting
 
 
 
 
 </li>
 <li>
 
 
 
 
 Analyze monthly portfolio asset reports for client accounts
 
 
 
 
 </li>
 <li>
 
 
 
 
 Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
 
 
 
 
 </li>
 <li>
 
 
 
 
 Use Bloomberg to research portfolio discrepancies&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 
 
 
 <ul>
 <li>
 
 
 
 
 Bachelor&rsquo;s Degree (preferably in Finance)
 
 
 
 
 </li>
 <li>
 
 
 
 
 Internship(s) or similar work experience
 
 
 
 
 </li>
 <li>
 
 
 
 
 Team player with a strong focus on getting the job done within established strict timeframes
 
 
 
 
 </li>
 <li>
 
 
 
 
 Knowledge of MS Office applications and spreadsheet proficiency
 
 
 
 
 </li>
 </ul>
 
 
 &nbsp;
 
 
 
 
 
 
 
 For immediate consideration, interested and qualified candidates, please forward your updated resume in a Word document to:&nbsp;
 
 
 
 
 
 
 hgorman@daleyaa.com
 
 
 
 
 
 
 
 
 
 
 
 
 Keywords: entry level, bachelor&rsquo;s degree, finance, investment operations analyst, investment accounting analyst, portfolio accounting analyst, portfolio operations analyst, trade operations
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 &nbsp;
</div>

Investment Trade Operations Analyst

Crédit Agricole

<div><div>1- Job title: Corporate Credit Analyst
Job Description:<ul><li>Preparation of credit reviews, both for prospects (new credit files) and existing clients (annual and interim reviews / facility enhancements) to be presented in local committees,</li><li>Spreading (in Anadefi) and analyzing the audited accounts submitted by the clients,</li><li>Responsible for updating client ratings within the system, keeping it in line with any changes in sector/country ratings.</li></ul><ul><li>
Qualifications:<ul><li> 
College degree, preferably with an exposure to financial modeling / analysis.</li></ul><ul><li> 
1 - 2 years of experience in a similar function</li></ul><ul><li> 
Credit Course is a must</li></ul> 
2- Job title: IT System Developer: 
Job Description:<ul><li> 
Analyze business requirements and convert it to technical specification via Working with both internal &amp; external resources.</li></ul><ul><li> 
Development of needed systems / programs that meet business requirements and expectation.</li></ul><ul><li> 
Participate in all level of testing (Unit Testing, System Integration testing &amp; User Acceptance testing.</li></ul><ul><li> 
Conduct the required maintenance, Trouble shooting and fixing bugs.</li></ul><ul><li> 
participate in system life cycle including full documentation process.</li></ul><ul><li> 
Ensure that all source codes are well secured and free of error.</li></ul> 
Qualifications:<ul><li> 
Candidates are required to be individual contributors with minimum supervision/more of Sr. Java developers.</li></ul><ul><li> 
1-2 years of experience with Database Management Systems (Oracle and SQL), &amp; integration.</li></ul><ul><li> 
Good Knowledge with database management systems specially in Oracle and SQL is essential</li></ul><ul><li> 
Able to work well in the face of tight deadlines and tough technical challenges</li></ul><ul><li> 
analytical and logical mind that is able to support the development cycle for the global benchmarking programs</li></ul> 
3- Job title: Teller 
Job Description:<ul><li> 
Receive and process cash / cheque deposits from customers</li></ul><ul><li> 
En-cash Bank cheques or withdrawals, coupon payment and mutual fund dividends / breaking to customers</li></ul> 
&bull; Pay funds against manager cheques / certified cheques&bull; Excellent Interpersonal and communication skills. 
4- Job title: Relationship Assistant: 
Job Description:<ul><li> 
Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship</li></ul><ul><li> 
Provide the assigned portfolio of mass customers with personalized service so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty</li></ul> 
5- Job title: Relationship Officer: 
Job Description:<ul><li> 
Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship with 1-2 years in Retail Banking or customer service.</li></ul> 
6- Job title: Call Center 
Job Description:<ul><li> 
Handles all inquiries related to the Bank products/services &amp; Marketing campaigns [Inbound/Outbound]</li></ul><ul><li> 
Handles the clients' complaints &amp; act on decrease its ratio</li></ul><ul><li> 
 Achieves the assigned targets</li></ul></li></ul><div> 
</div></div><div>
Qualifications<div></div><ul><li> 
1- Job title: Corporate Credit Analyst 
Job Description:<ul><li> 
Preparation of credit reviews, both for prospects (new credit files) and existing clients (annual and interim reviews / facility enhancements) to be presented in local committees,</li></ul><ul><li> 
Spreading (in Anadefi) and analyzing the audited accounts submitted by the clients,</li></ul><ul><li> 
Responsible for updating client ratings within the system, keeping it in line with any changes in sector/country ratings.</li></ul> 
Qualifications:<ul><li> 
College degree, preferably with an exposure to financial modeling / analysis.</li></ul><ul><li> 
1 - 2 years of experience in a similar function</li></ul><ul><li> 
Credit Course is a must</li></ul> 
2- Job title: IT System Developer: 
Job Description:<ul><li> 
Analyze business requirements and convert it to technical specification via Working with both internal &amp; external resources.</li></ul><ul><li> 
Development of needed systems / programs that meet business requirements and expectation.</li></ul><ul><li> 
Participate in all level of testing (Unit Testing, System Integration testing &amp; User Acceptance testing.</li></ul><ul><li> 
Conduct the required maintenance, Trouble shooting and fixing bugs.</li></ul><ul><li> 
participate in system life cycle including full documentation process.</li></ul><ul><li> 
Ensure that all source codes are well secured and free of error.</li></ul> 
Qualifications:<ul><li> 
Candidates are required to be individual contributors with minimum supervision/more of Sr. Java developers.</li></ul><ul><li> 
1-2 years of experience with Database Management Systems (Oracle and SQL), &amp; integration.</li></ul><ul><li> 
Good Knowledge with database management systems specially in Oracle and SQL is essential</li></ul><ul><li> 
Able to work well in the face of tight deadlines and tough technical challenges</li></ul><ul><li> 
analytical and logical mind that is able to support the development cycle for the global benchmarking programs</li></ul> 
3- Job title: Teller 
Job Description:<ul><li> 
Receive and process cash / cheque deposits from customers</li></ul><ul><li> 
En-cash Bank cheques or withdrawals, coupon payment and mutual fund dividends / breaking to customers</li></ul> 
&bull; Pay funds against manager cheques / certified cheques&bull; Excellent Interpersonal and communication skills. 
4- Job title: Relationship Assistant: 
Job Description:<ul><li> 
Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship</li></ul><ul><li> 
Provide the assigned portfolio of mass customers with personalized service so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty</li></ul> 
5- Job title: Relationship Officer: 
Job Description:<ul><li> 
Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship with 1-2 years in Retail Banking or customer service.</li></ul> 
6- Job title: Call Center 
Job Description:<ul><li> 
Handles all inquiries related to the Bank products/services &amp; Marketing campaigns [Inbound/Outbound]</li></ul><ul><li> 
Handles the clients' complaints &amp; act on decrease its ratio</li></ul><ul><li> 
 Achieves the assigned targets</li></ul></li></ul></div></div><div></div>

AAST employment Fair 2026

ThoughtFocus

<div><div>Senior Business Analyst
</div><div>Location: Bengaluru, India
</div><div>Shift Timings: 1-10PM
</div><div>
</div><div>Summary</div><div>
The ideal candidate will play a role in the development of multiple parts of the business by analyzing past, current, and future business trends. This individual will establish strategies and solutions to achieve desired outcomes and implement these solutions. He / She will often work cross functionally with internal business units in order to understand the challenges that these teams are facing and provide solutions to these groups.</div><div>
</div><div>
Essential Job Functions</div><div>
</div><ul><li>Engages with clients and business partners to understand workflows and needs.</li><li>Work along with the Subject Matter Experts in the Alternative Assets, Private Credit Market to carry out analysis</li><li>Conduct Current State vs Future State Assessments of business systems.</li><li>Designs with actionable acceptance criteria.</li><li>Breaks down complex business problems by understanding business needs and crafting an understanding of how digital solutions meet those needs.</li><li>Influences and understands the priority of components to complete a program.</li><li>Analyze and document current business and system interrelation workflows.</li><li>Identifies opportunities to meet project objectives and makes recommendations for future approaches to achieve business outcomes.</li><li>Supports activities of other team members when required.</li><li>Diagnosing the complexities of Alternative Asset Operations related to the conclusion of projects.</li><li>Bring Techno-Functional expertise to combine functional knowledge in brainstorming solutions with the technical team.</li><li>Be able to carry out data analysis and work have good understanding of database and data warehouse concepts.</li></ul><div></div><div> 
Mandatory Requirement on Domain Understanding:
</div><div>
</div><ul><li>Private Equity Fund Operations: Private Equity fund accounting cycle, Deal lifecycle. Understanding of compliance and regulations governing Private Equity fund accounting, PE Portfolio tracking and performance.</li><li>Alternative Investment Management: Private Credit, Alternative investment strategies, Understanding of Asset Classes</li><li>End-to-End Fund Accounting processes</li><li>Capital Markets Expertise: Demonstrate a deep understanding of Capital Markets, specifically in Private Credit and Private Equity.</li></ul><div>
</div><div>
What is on offer
</div><div>
</div><ul><li>Competitive and above-market salary.</li><li>Flexible hybrid work schedule with tools for both office and remote productivity.</li><li>Hands-on exposure to cutting-edge technology and global financial markets.</li><li>Opportunity to collaborate directly with international teams in New York.</li></ul><div>
</div><div>
Candidate Profile
</div><ul><li>8-15 years of Experience.</li><li>Master&rsquo;s degree in business, Finance, or a related field.</li><li>Capable of delivering on multiple competing priorities with little supervision.</li><li>Excellent verbal and written communication skills.</li><li>This role requires good client-facing skills.</li><li>Proven experience as a Business Analyst in the alternative asset and capital market with a focus on Private Credit and Private Equity Fund Operations.</li><li>Strong Expertise in using SQL for data analysis.</li><li>Hands-on experience with enterprise systems like Fund Accounting (Investran,) MDM tool (Semarchy), and Salesforce CRM.</li><li>Excellent communication skills and the ability to collaborate effectively with diverse teams.</li><li>Detail-oriented with a focus on accuracy in fund accounting and reporting.</li><li>A good knowledge of any ALM tool like JIRA, Rally, Azure Boards etc.</li><li>Should be able to work in distributed Agile team development environment.</li></ul><div>
Leadership &amp; Collaboration:
</div><ul><li>Exceptional problem-solving skills and decision-making abilities in high-pressure, dynamic environments.</li><li>Experience leading multi-disciplinary teams to deliver large-scale data initiatives.</li><li>Strong client engagement and communication skills, fostering alignment and trust with stakeholders.</li></ul><div>
Preferred Education and Certifications</div><ul><li>A relevant certification from a reputed institute or agency</li><li>A good knowledge of any ALM tool like JIRA, Rally, Azure Boards etc.</li><li>Bachelor&rsquo;s degree in computer science, IT, Finance, Economics, or a related discipline. Advanced degrees (MBA, MS in Computer Science, or related fields) preferred.</li></ul><div>
Interview Process</div><ul><li>Initial recruiter call.</li><li>Interview with technical team, delivery and account leadership team at ThoughtFocus.</li><li>Interview with the client stakeholders.</li><li>Final HR discussion.</li></ul></div>

Senior Business Analyst

Medical Mutual of Ohio

<div>**Medical Mutual employees must submit their applications through MySource.

**This is a hybrid‑remote role based out of the Brooklyn, OH office, with employees expected to work onsite on designated in‑office days each week.
Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

Actuarial Analyst I

Job Summary:
Estimates current and future liabilities. Proposes premiums that achieve company goals. Works under close supervision.
Responsibilities:
<ul>
<li>Estimates future claims.</li>
<li>Estimates current claims (reserving: estimate unpaid claim liabilities).</li>
<li>Analyzes historical experience.</li>
<li>Reviews appropriateness of rating factors by plan, area, network, etc.</li>
<li>Proposes premiums that achieve company goals.</li>
<li>Forecasts the future.</li>
<li>Loads and tests premiums.</li>
<li>Performs ad hoc analyses as needed.</li>
<li>Performs other duties as assigned.</li>
</ul>
Qualifications:

Education and Experience:
<ul>
<li>Bachelor's degree in Business Administration or related field.</li>
</ul>
Professional Certification(s):
<ul>
<li>Has passed Society of Actuaries Course 1. Is on track to pass Course 2 towards attainment of the Associate of the Society of Actuaries (ASA) designation.</li>
</ul>
Technical Skills and Knowledge:
<ul>
<li>Intermediate Microsoft Office skills, including Access.</li>
</ul>
Actuarial Analyst II

Job Summary:
Estimates current and future liabilities. Proposes premiums that achieve company goals. Works under supportive supervision.
Responsibilities:
<ul>
<li>Estimates future claims.</li>
<li>Estimates current claims (reserving: estimates unpaid claim liabilities).</li>
<li>Analyzes historical experience.</li>
<li>Reviews appropriateness of rating factors by plan, area, network, etc.</li>
<li>Proposes premiums that achieve company goals.</li>
<li>Forecasts the future.</li>
<li>Loads and tests premiums.</li>
<li>Performs ad hoc analyses as needed.</li>
<li>Performs other duties as assigned.</li>
</ul>
Qualifications:

Education and Experience:
<ul>
<li>Bachelor's Degree in Business Administration or related field.</li>
<li>1 year experience in health actuarial work.</li>
<li>1 year of experience in Medicare actuarial work if assigned to the Medicare area.</li>
</ul>
Professional Certification(s):
<ul>
<li>Has completed 3 courses and is on track to attain the Associate of the Society of Actuaries (ASA) designation.</li>
</ul>
Technical Skills and Knowledge:
<ul>
<li>Intermediate Microsoft Office Skills, including MS Access.</li>
</ul>
Actuarial Analyst III

Job Summary:
Estimates current and future liabilities. Proposes premiums that achieve company goals. Works under minimal supervision.
Responsibilities:
<ul>
<li>Estimates future claims.</li>
<li>Estimates current claims (reserving: estimate unpaid claim liabilities).</li>
<li>Analyzes historical experience.</li>
<li>Reviews appropriateness of rating factors by plan, area, network, etc.</li>
<li>Proposes premiums that achieve company goals.</li>
<li>Forecasts the future.</li>
<li>Loads and tests premiums.</li>
<li>Performs ad hoc analyses as needed.</li>
<li>Performs other duties as assigned.</li>
</ul>
Qualifications:

Education and Experience:
<ul>
<li>Bachelor's Degree in Business Administration or related field.</li>
<li>3 years experience in health actuarial work required; 4 years preferred.</li>
<li>1 year of experience in Medicare Advantage or Medicare Supplement if assigned to Medicare area.</li>
</ul>
Professional Certification(s):
<ul>
<li>Has passed 4 courses and is on track to attain the Associate of the Society of Actuaries (ASA) designation.</li>
</ul>
Technical Skills and Knowledge:
<ul>
<li>Intermediate MS Office Skills, including MS Access.</li>
</ul>
Actuarial Analyst IV

Job Summary:
Estimates current and future liabilities. Proposes premiums that achieve company goals. 


Responsibilities:
<ul>
<li>Estimates future claims.</li>
<li>Estimates current claims (reserving: estimates unpaid claim liabilities).</li>
<li>Analyzes historical experience.</li>
<li>Reviews appropriateness of rating factors by plan, area, network, etc.</li>
<li>Proposes premiums that achieve company goals.</li>
<li>Forecasts the future.</li>
<li>Performs ad hoc analyses as needed.</li>
<li>Loads and tests premiums.</li>
<li>Performs other duties as assigned.</li>
</ul>
Qualifications:

Education and Experience:
<ul>
<li>Bachelor's Degree in Business Administration or related field.</li>
<li>4 years experience in health actuarial work required; 5 years preferred.</li>
<li>2 years of experience in Medicare Advantage or Medicare Supplement if assigned to the Medicare area.</li>
</ul>
Professional Certification(s):
<ul>
<li>Has passed 5 courses and is on track to attain the Associate of the Society of Actuarials (ASA) designation.</li>
</ul>
Technical Skills and Knowledge:
<ul>
<li>Intermediate MS Office Skills, including MS Access.</li>
</ul>
Associate Actuary

Job Summary:
Estimates current and future liabilities. Proposes premiums that achieve company goals. Works on an advanced level.

Responsibilities:
<ul>
<li>Estimates future claims.</li>
<li>Estimates current claims (reserving: estimate unpaid claim liabilities).</li>
<li>Analyzes historical experience.</li>
<li>Reviews appropriateness of rating factors by plan, area, network, etc.</li>
<li>Proposes premiums that achieve company goals.</li>
<li>Forecasts the future.</li>
<li>Loads and tests premiums.</li>
<li>Performs ad hoc analyses as needed.</li>
<li>Performs other duties as assigned.</li>
</ul>
Qualifications:

Education and Experience:
<ul>
<li>Bachelor's Degree in Business Administration or related field required.</li>
<li>Master's Degree in Business Administration or related field preferred.</li>
<li>5 years experience in health actuarial work required.</li>
</ul>
Professional Certification(s):
<ul>
<li>Associate of the Society of Actuaries (ASA)</li>
<li>Member American Academy of Actuaries (MAAA)</li>
<li>Completed 7 Actuarial Courses</li>
</ul>
Technical Skills and Knowledge:
<ul>
<li>Intermediate MS Office Skills, including MS Access.</li>
</ul>
Actuary

Job Summary:
Estimate current and future liabilities. Propose premiums that achieve company goals. Works on an advanced level and may train others.
Responsibilities:
<ul>
<li>Estimate future claims.</li>
<li>Estimate current claims (reserving: estimate unpaid claim liabilities).</li>
<li>Analyze historical experience.</li>
<li>Review appropriateness of rating factors by plan, area, network, etc.</li>
<li>Propose premiums that achieve company goals.</li>
<li>Forecast the future.</li>
<li>Load and test premiums.</li>
<li>Perform ad hoc analyses as needed.</li>
<li>Performs other duties as assigned.</li>
</ul>
Qualifications:

Education and Experience:
<ul>
<li>Bachelor's Degree in Business Administration or related field required.</li>
<li>Master's Degree in Business Administration or related field preferred.</li>
<li>6 years experience in health actuarial work required.</li>
</ul>
Professional Certification(s):
<ul>
<li>Fellow of the Society of Actuaries (FSA)</li>
<li>Member of the American Academy of Actuaries (MAAA)</li>
<li>Completed all 9 Actuarial Courses</li>
</ul>
Technical Skills and Knowledge:
<ul>
<li>Intermediate MS Office Skills, including MS Access.</li></ul> 


Medical Mutual is looking to grow our team! We truly value and respect the talents and abilities of all of our employees. That's why we offer an exceptional package that includes:

A Great Place to Work:
<ul>
<li>We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.</li>
<li>Whether you are working remote or in the office, employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.</li>
<li>On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.</li>
<li>Discounts at many places in and around town, just for being a Medical Mutual team member.</li>
<li>The opportunity to earn cash rewards for shopping with our customers.</li>
<li>Business casual attire, including jeans.</li>
</ul>
Excellent Benefits and Compensation:
<ul>
<li>Employee bonus program.</li>
<li>401(k) with company match up to 4% and an additional company contribution.</li>
<li>Health Savings Account with a company matching contribution.</li>
<li>Excellent medical, dental, vision, life and disability insurance &mdash; insurance is what we do best, and we make affordable coverage for our team a priority.</li>
<li>Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.</li>
<li>Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.</li>
<li>After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.</li>
</ul>
An Investment in You:
<ul>
<li>Career development programs and classes.</li>
<li>Mentoring and coaching to help you advance in your career.</li>
<li>Tuition reimbursement up to $5,250 per year, the IRS maximum.</li>
<li>Diverse, inclusive and welcoming culture with Business Resource Groups.</li>
</ul>
About Medical Mutual:

Medical Mutual&rsquo;s status as a mutual company means we are owned by our policyholders, not stockholders, so we don&rsquo;t answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us.

There&rsquo;s a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans.

We&rsquo;re not just one of the largest health insurance companies based in Ohio, we&rsquo;re also the longest running. Founded in 1934, we&rsquo;re proud of our rich history with the communities where we live and work.

We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.

#LI-CS1 #LI-HYBRID</div>

Actuarial Analyst

Systems Planning and Analysis, Inc. (SPA)

<div>Overview:
<div>
Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to complex national security issues. With over 50 years of business expertise and consistent growth, we are known for continuous innovation for our government customers, in both the US and abroad. Our exceptionally talented team is highly collaborative in spirit and practice, producing Results that Matter. Come work with the best! We offer opportunity, unique challenges, and clear-sighted commitment to the mission. SPA: Objective. Responsive. Trusted.</div><div> 
</div><div>We have an immediate need for an entry-level Costpoint Project Setup Financial Analyst.</div>
Responsibilities:
<div>
Reporting to the Contract Setup Manager, the entry-level Costpoint Project Setup Financial Analyst will be a key member of a highly collaborative team responsible for ensuring SPA contracts are accurately established and maintained in our Costpoint accounting system. In this role, the Costpoint Project Setup Financial Analyst will interpret contract documents and translate them into precise Costpoint setups that support effective program execution and accurate billing. They will manage initial contract configurations and updates in the Costpoint Projects Module (including workforce mapping), review setups completed by other team members for accuracy, and maintain clear, organized documentation of all setups and modifications. The Costpoint Project Setup Financial Analyst will also lead contract kickoff meetings and work closely with Contract Administrators, finance and accounting teams, and Program Managers, to set-up projects and continuously refine our processes.</div><div></div><div> 
Our team works hard, holds itself to high standards, and values flexibility and work&ndash;life balance. We emphasize clear communication, accountability, and mutual support. In this role, the Costpoint Project Setup Financial Analyst will handle multiple priorities and deadlines while having the autonomy to manage their workload in a way that enables them to perform at their best. We are looking for someone who is detail-oriented, proactive, and eager to contribute to a dependable and professional team environment.</div>
Qualifications:
<div>
Required Qualifications:</div> 
<div></div><ul><li><ul><li>
This is an entry-level position (0&ndash;2 years of experience).</li><li>
Strong attention to detail and ability to learn new systems and processes.</li><li>
Proficient in using Microsoft Office, including Excel, Outlook, PowerPoint, and Word.</li><li>
Solid written and verbal communication skills.</li><li>
Ability to manage multiple tasks, prioritize work, and meet deadlines.</li><li>
Ability to work effectively and collaborate with others in a virtual environment.</li></ul></li></ul><div></div><div> 
Desired Qualifications:</div> 
<div></div><ul><li><ul><li>
Bachelor&rsquo;s degree (Accounting, Business Administration, or related field).</li><li>
Understanding of US Government contract terms and conditions, including FAR, CAS, GAAP, and CFR regulations.</li><li>
Experience in Deltek Costpoint and Cognos Reporting Tools.</li><li>
Customer service experience.</li><li>
Previous program coordination or contracts experience.</li></ul></li></ul></div>

Costpoint Project Setup Financial Analyst

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