Actuary
Qatar united Insurance Company
Total years of experience :21 years, 4 Months
Responsibilities included: constructing probability tables for events such as fires, natural disasters, and unemployment, based on analysis of statistical data and other pertinent information. Determining policy contract provisions for each type of insurance. Managing credit and help price corporate security offerings. Providing expertise to help financial institutions manage risks and maximize returns associated with investment products or credit offerings. Determining equitable basis for distributing surplus earnings under participating insurance and annuity contracts in mutual companies. Testifying in court as expert witness or providing legal evidence on matters such as the value of potential lifetime earnings of a person who is disabled or killed in an accident. Explaining changes in contract provisions to customers.
Did asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM.
Possessed knowledge of entire investment solution suite; recommended investment solutions to PM for client use based upon clients' needs and constraints.
Monitored/facilitated account set up resulting in error free account set up process; ensured timely account set up and investment of funds.
Re-balanced portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions.
Handled trade order entry for portfolio transactions, and administration of custody account trades and performance.