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
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
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
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 StageLeadership Team
Recent News
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