Strategic Initiatives Consultant jobs in United States
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Equitable · 18 hours ago

Strategic Initiatives Consultant

Equitable is a company dedicated to helping clients secure their financial well-being. The Strategic Initiatives Consultant will play a crucial role in influencing high-impact projects and driving innovation in reinsurance strategy by collaborating with various teams to deliver solutions that shape the future of the business.

BankingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Coordinate cross-functional teams—including model development, finance, and legal—to successfully close reinsurance transactions
Analyze, price, and implement new flow and reinsurance transactions in partnership with Stat/Bermuda Valuation and Finance teams
Review Bermuda EBS valuation and stress testing results for in-force variable annuity businesses
Support assumption reviews, valuation methodology research (Stat/GAAP), and stress testing initiatives
Provide guidance on methodology, governance, and modeling for transaction implementation
Collaborate with teams on model development and assumption setting for new product development and reinsurance activities
Other responsibilities as assigned

Qualification

ASAFSA designationStatisticsActuarial ModelingReinsurance accountingCapital managementAXISManaging Multiple PrioritiesAccuracyConnection & Engagement OpportunitiesEffective CommunicationsAttention to Detail

Required

Bachelor's degree in Mathematics, Statistics, Economics, or Actuarial Science
ASA or FSA designation
Familiarity with reinsurance accounting or capital management
Coordinate cross-functional teams—including model development, finance, and legal—to successfully close reinsurance transactions
Analyze, price, and implement new flow and reinsurance transactions in partnership with Stat/Bermuda Valuation and Finance teams
Review Bermuda EBS valuation and stress testing results for in-force variable annuity businesses
Support assumption reviews, valuation methodology research (Stat/GAAP), and stress testing initiatives
Provide guidance on methodology, governance, and modeling for transaction implementation
Collaborate with teams on model development and assumption setting for new product development and reinsurance activities
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
Statistics and Actuarial Modeling: Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques to facilitate risk management decisions
Connection & Engagement Opportunities: We strive to cultivate an environment where our diverse global workforce can connect and thrive by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change

Preferred

Knowledge of AXIS, Variable Annuities, and IFRS / US GAAP / US Stat / MCEV frameworks

Benefits

Medical
Dental
Vision
A 401(k) plan
Paid time off

Company

Equitable

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Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (23)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
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Company data provided by crunchbase