Pension Analyst, DB pension plan, passed 4 actuarial exams

Jiahao (Carl) Chen

Mansfield, MA (Permanent Resident)

Tel: +1-917-***-****) Email: **********@*****.***

EDUCATIONmailto:******@******.***

Bryant University Smithfield, RI Bachelor of Science in Actuarial Mathematics Overall GPA: 3.41, Major GPA: 3.80 May 2016 Concentration: Applied Statistics and Mathematics

Commencement Award Winner, Dean’s List

SAS Certified in Data Mining

ACTUARIAL EXAMS PASSED

Exam-P of Society of Actuaries Nov 2012 Exam-FM of Society of Actuaries Dec 2013

Exam-MFE of Society of Actuaries Mar 2015

Exam-C of Society of Actuaries Feb 2016

PROFESSIONAL EXPERIENCE

Mercer Norwood, MA

Pension Analyst – Defined Benefit Sept 2016 - Present

Manage on-going administrative and case management issues, ensuring service level agreement deadlines are met. (manual calculations (QDRO, union offset, historical formula, additional service, out-of-scope transfer), automated calculations, disbursements, retirement online troubleshooting, benefit inquiries, escalated cases and inbound correspondence)

Peer review for works from other colleagues, ensuring the quality of business deliverables

Special projects (benefit recalculation, population cleaning, Workers Compensation, Leased Employee Service and testing Retirement Online)

Maintain client’s defined benefit database, identify data inaccuracies and calculator errors and submit corrections to data management and programming teams.

Test and analyze system configurations against requirement documents during implementation and project work.

New hire training

Bryant University Academic Center for Excellence Smithfield, RI

Math Peer Tutor Sept 2013 - May 2016

Tutor students in the math lab and through one-on-one appointments

Biweekly meeting to discuss pain points and improve service performance

ACADEMIC PROJECTS

Advanced Probability Projects

Applied Kaplan Meier modeling method to build a cumulative density function for censored and truncated data with Excel

Utilized Maximum Likelihood modeling method to build a probability density function with given data points with R

SAS Research Project

Gained insight via analytics from SAS Enterprise Guide (My topic was correlation between smoking behavior and health condition. My finding was although non-smokers do have better health condition, stopping smoking for less than 2 years does not significantly improve health condition.)

COMPUTER SKILLS

Microsoft Office: Excel, Word, and PowerPoint

SQL, Visual Basic, SAS Basic, SAS Enterprise Guide, SAS Enterprise Miner, R, Minitab

LANGUAGE SKILLS

Fluent in English, Mandarin and Cantonese

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