Alvarez & Marsal - Connecticut

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Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking an Analyst to work with the Executive Benefits Advisory practice in Greenwich, CT. With more than 1,900 professionals based in locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

  • Review client's objectives with respect to executive compensation and benefits
  • Analyze client's executive benefit plans in light of current objectives
  • Assist in developing recommendation for presentation to client
  • Review benefit plan funding to determine efficiency and adequacy
  • Evaluate institutional life insurance products, including private placement, to become familiar with the marketplace and each product's specifics in order to best align the need with the appropriate product
  • Identify any benefit shortfalls that might indicate the need for additional plan solutions
  • Compare financing alternatives to provide client with information to make funding decision
  • Coordinate with strategic partners to develop personalized solutions for the client
  • Review and verify cash flow, earnings and balance sheet effect of any proposed program
  • Provide project support services for client work related to a broad array of information necessary to assist the client in planning for benefit and other long term liabilities
  • At lease 3 years experience in a professional services environment
  • Bachelor's degree, with emphasis on math, accounting, law or actuarial science
  • Advanced skills in Excel, PowerPoint and Word
  • Good communication skills
  • Excellent analytical, organizational and problem solving skills
  • Experience with life insurance products and/or actuarial calculations
  • Ability to balance and prioritize multiple tasks
  • Life Insurance license within 6 months of employment
  • Series 6 and 63 FINRA exams within one year of employment

Alvarez & Marsal - 2 years ago - save job
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About Alvarez & Marsal: Alvarez & Marsal (A&M) is a global professional services firm specializing in turnaround and interim...