Associate, Actuarial Financial Institutions Group

About The Centralized Research Group (CRG)

The Centralized Research Group (CRG) collaborates closely with JPMorganChase's Global Investment Banking (GIB), Global Corporate Banking (GCB), and Commercial Banking (CB) teams. The CRG offers customized financial solutions across Mergers & Acquisitions, Equity / Debt capital raising, Credit, Treasury, Cash Management, Trade, and Markets, among other services.

Job Responsibilities for Associate, Actuarial Financial Institutions Group

• **Supporting global insurance coverage:** Collaborate across regions to evaluate insurance market conditions, follow client and sector developments, and propose client-focused opportunities.
• **Preparing Marketing materials and deal support:** Collaborate with global teams to prepare diverse marketing and analytical materials, support Requests for Proposals (RfPs), and independently contribute to execution projects such as presentations, information memoranda, and due diligence documents.
• **Conducting financial analysis, valuation, and research:** Engage in research to support customized financial solutions across various investment banking services.
• **Playing a proactive role in supporting client engagements:** This may span across:
• Conducting Actuarial due diligence, IFRS17, Cashflow stress testing, NBP Margins assessment and VIF analysis.
• Lending support on strands of research and Specialisms work aimed at providing key insights to help our clients.

Required Qualifications, Capabilities And Skills

• Member of Institute of Actuaries (UK), SoA and CAS of US, and/or Institute of Actuaries of India; must have passed significant actuarial exams from any of these institutes.
• At least 3 years of experience working in actuarial audit, due diligence, or in a captive actuarial team.
• Hands-on knowledge and expertise in using the AXIS actuarial system (Moody’s).
• Ability to “own” projects, take initiative, and find solutions that balance actuarial and project requirements.
• Strong communication skills (written as well as verbal) and an ability to precisely articulate thoughts.
• Awareness of banking solutions and services. Knowledge of accounting, analyzing company financials, and financial modeling in MS Office applications.
• Ability to efficiently multi-task and handle multiple deliverables/projects.
• Close attention to detail and ability to deliver high-quality output under pressure.
• Strong team player demonstrating integrity and ability to work with teams across geographies.
• Pro-active, self-starter, and an ability to work independently with minimal guidance. Ensure the highest ethical standards and regulatory compliance within the firm.
• Strong analytical bent of mind and quantitative skills. Ability to analyze/interpret large sets of data and provide thoughtful insights and conclusions.

Key skills/competency

• Actuarial Analysis
• Financial Modeling
• Due Diligence
• IFRS17
• AXIS System
• Communication Skills
• Team Collaboration
• Quantitative Skills
• Regulatory Compliance
• Investment Banking Knowledge