Actuarial Exams
• Performed comprehensive analysis and valuation of pension plans for a diverse client portfolio, ensuring accurate financial assessments.
• Utilized Quantify and Excel to compile and analyze participant data and plan assets, evaluating financial performance (gains/losses).
• Collaborated with cross-regional colleagues to gather necessary data, worked on complex plans and ensured accurate and timely delivery of valuation reports.
• Contributed to multiple projects, including Data Validation and 5500 Form Filing teams, while managing US and Hong Kong pension plan valuations.
• Contributed to post-retirement welfare plans, incorporating health benefits, disability benefits, and life insurance coverage as additional features in defined benefit pension plans.
• Delivered high-quality work within tight deadlines, maintaining accuracy even under quick turn-around times.
MS Excel
Data Analysis
R-Programming
Problem-solving
Attention to detail
Dependable and responsible
Teamwork and collaboration
Organization and time management
Excellent communication
CS1 - IFOA (April 2021)
CM1 -IFOA (April 2024)
CB2 - IFOA (September 2024)