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Found 3 Skills
Guides actuarial consulting engagements—client scoping and SOW design, stakeholder communication (CFO, risk, boards, regulators at overview level), due diligence and M&A actuarial support, reserving/pricing/capital review programs, model validation and opinion support, regulatory interaction prep, and deliverable governance (memos, exhibits, management presentations). Use when the user mentions actuarial consulting, actuarial engagement, reserve opinion, due diligence actuarial, model validation engagement, actuarial memo, SOW actuarial, regulatory actuarial, M&A reserves, or actuarial review—not deep technical modeling execution (actuary), P&C line education only (property-casualty-insurance), legal advice (commercial-counsel), or generic management consulting without actuarial lens (business-consultant).
Guides pension and retirement fund work—DB vs DC structures, funding policy, liability measurement (PV of benefits, discount rates, mortality), ALM overview, plan design, public and multi-employer pensions, risk transfer (buyouts, annuities, de-risking), US regulatory overview (ERISA, PBGC, DOL, IRS qualified plans), institutional investor role, and fiduciary governance—not legal or tax advice. Use when the user mentions pension fund, retirement plan, defined benefit, defined contribution, 401(k), pension funding, PBGC, ERISA, pension liability, discount rate pension, pension buyout, de-risking pension, or ALM pension—not P&C insurance (property-casualty-insurance), actuarial modeling only (actuary), actuarial engagements (actuarial-consulting), personal IRA advice (financial-analyst), or legal interpretation (commercial-counsel).
Guides hands-on actuarial analyst work for insurance, reinsurance, and pension—reserving and loss development (IBNR, triangles, chain-ladder diagnostics), pricing and rate indication support (experience, trend, credibility, basic GLM at spec level), data validation and model I/O review, reporting packs and workpapers, assumption application under actuary direction, and statutory tie-outs at analyst depth. Use when the user mentions actuarial analyst, loss development, IBNR, reserve analysis, rate indication, pricing support, actuarial workpaper, triangle analysis, credibility, experience study, actuarial reporting, or reserve roll-forward—not actuary sign-off (actuary), consulting engagements (actuarial-consulting), assumption governance (assumption-setting), ALM strategy (asset-liability-management), P&C legal depth (property-casualty-insurance), charts only (data-visualization), or ETL-only pipelines (data-scrubbing).