Your work experience descriptions must demonstrate that at least 50 percent of your time is related to the investment decision-making process. While you may use the descriptions below for guidance, you should describe your daily activities in your own words in as much detail as you can. The details you provide about your work experience will help determine your eligibility for membership.
|Job Title||Not Acceptable||Acceptable|
Support annual actuarial valuation process. Benefit calculations.
I perform projections, cash flow analysis, and durational analysis of individual health insurance policies. These activities have a direct bearing on the investments chosen to back the reserves for these blocks of business.
Review the internal control processes to ensure compliance with the requirements of the Sarbanes-Oxley Act and recommend process improvements. Perform non-SOX-related financial and operational audits on businesses to identify control and process weaknesses and recommend process improvements.
I performed financial statement audits of companies that carried significant assets and liabilities subject to fair value accounting. I assessed the reasonableness of the valuations and assumptions behind the valuations of those assets and liabilities.
Management consulting for the financial services industry.
I am a management consultant to the financial services industry, working with risk management functions, assisting clients in developing and refining statistically based credit risk models covering a diverse range of portfolios.
Rebalance portfolios; perform reporting.
Rebalance high-net-worth clients' portfolios by trading short-term assets and pooled funds. Analyze and evaluate client performance reports.
|Quantitative Investment Analyst|
My work is related to product design and quantitative analysis.
As a financial engineer in an asset management company, I am responsible for evaluating product development and using quantitative methods and tools to recommend asset allocations, construct portfolios, and perform derivative analysis.
My company provides risk analysis and financial planning for customers.
Prepare financial models based on reviewed information; participate in the valuation and decision-making process; analyze fundamental and value acquisition targets for clients.