Senior Actuarial Analyst – Insurance Actuarial Team - CAPITA - London
(2022-01)
Delivered actuarial reporting, modelling and consulting solutions to a leading global insurer and a business process services provider across 5 transformation projects.
- IFRS 17 transition and reporting services for a global insurer
- Implemented FVA transition methodology for CSM calculations across non-profit and with-profits business
- Built CSM reporting tools enabling roll-forward analysis, reporting production, VNB bridge and waterfall analysis while improving BAU reporting processes through strategic reviews and tactical enhancements
- Validated actuarial model calculations and audit trails to support model governance compliance, audit readiness and internal approvals
- Model testing and incident remediation support for a leading business process service provider
- Resolved system and process defects to restore reporting functionality and improve operational stability following migration incidents
- Executed comprehensive model testing and validation to verify calculation accuracy and data integrity across large datasets to ensure reporting readiness post migration
- Implemented policy corrections and remediation across large policyholder datasets to restore accuracy of compensation and benefit outputs
- Authored 4 pieces of Thought Leadership on Life and Pensions, offering strategic insights on emerging challenges, market trends and future industry developments
Actuarial Associate – Hong Kong Statutory Reporting Team - ZURICH LIFE INSURANCE - Hong Kong
(2019-01 - 2022-12)
- Performed reserve analysis, VIR determination, data reconciliations and sensitivity testing to support monthly valuation and ALM reporting
- Conducted experience analyses and annual assumption reviews across mortality, morbidity and persistency to inform reserving assumptions
- Prepared dynamic solvency testing, quarterly returns and annual regulatory filings in compliance with Hong Kong Insurance Authority requirements
- Enhanced Prophet models through product updates, new product implementation and statutory reporting support, including participating dividend declarations and business planning
Actuarial Intern (12-month part-time contract & half-year internship) - AIA - Hong Kong
(2016-01 - 2018-12)
- Reinsurance: Delivered reinsurance reporting, treaty implementation and portfolio analysis support, including monthly reporting, credit rating submissions and treaty model enhancements
- Reporting: Produced embedded value reporting and actuarial model enhancements, delivering Analysis of Movement, sensitivity, VIF and VNB analysis for year-end and regular reporting cycles
- Pricing: Executed pricing and product development for health insurance portfolios through claims analysis, experience studies, UAT execution and launch of 4 new products
