Financial Analyst

Job Functions, Essential Duties and Responsibilities

• Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non-qualified benefit plans, including, but not limited to deferred compensation and supplemental executive retirement plans.
• Develops and maintains relationships with insurance carriers who offer products in the non-qualified benefit plan marketplace and works to gain a thorough understanding of the various products and their applications to our clients.
• Utilizes insurance carrier software and internal programs to prepare accurate financial modeling for new and existing non-qualified executive benefit clients.
• Provides detailed modeling assumptions, analysis, recommendation and follow-up analysis on a timely basis.
• Participates in special projects to enhance productivity/efficiency and our suite of non-qualified services.
• Responsible for protecting, securing, and proper handling of all confidential data held by Newport to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Experience, Skills, Knowledge Requirements

• Bachelor's degree in Finance, Economics, or Mathematics
• 0 to 3 years of retirement services industry (or comparable) experience
• Proficient in use of Microsoft Office programs, especially Excel
• Ability to learn multiple insurance carrier software programs
• Strong analytical and problem-solving skills; detail-oriented
• Strong written and oral communication skills
• Strong organizational skills
• Self-motivated and capable of initiating action
• Able to collaborate with others and adapt to change
• Able to work on multiple projects concurrently and adjust to change in priorities
• Able to work under pressure in a very fast paced environment

Supervision

N/A

TRAVEL

Up to 5%

OTHER DUTIES

Provides regular, reliable and punctual attendance