Jake Roberts
Actuarial Analyst @Phoenix Group
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WORK HISTORY
Actuarial Analyst @Phoenix Group
Edinburgh, GB
Improved and enhanced multiple actuarial processes through various long-term project work. Refined and simplified processes by implementing Microsoft Excel, Power BI, Python, and VBA, generating annual savings for the company.• Trained new starters on various work projects across different funds and processes. Strong skills in checking other colleagues\' work to a high standard. Management skills in organising work across the team to ensure deadlines are efficiently met.• Worked on multiple projects and funds across the Phoenix Group and Standard Life business, including Consumer Duty, Final Bonus rates for over 20 bonus series, valuation reports, and estate calculations. • Constantly working with large datasets, capable of challenging any queries regarding data. Shown skills in applying problem-solving to adapt to any data changes/problems to ensure accurate work, and explaining results.• Consistently creating high-standard financial reports to senior management, on bonus and business as usual work on various projects and sectors of the business.• Former Edinburgh With-Profits colleague representative. Provided strong feedback to senior management on ways to develop the department and improve work efficiency.• Directed group meetings, work conferences, and social events to over 50 colleagues.
EDUCATION
University of Glasgow
Bachelor of Science - BS
ABOUT JAKE ROBERTS
I am an experienced Actuarial Analyst with two years of experience in the department, With-Profits at Phoenix Group. I have developed and improved actuarial processes using Microsoft Excel, Power BI, Python, and VBA, resulting in annual savings for the company. I consistently produce high-quality reports to senior management and achieve outstanding outcomes for customers. From my career success, I was one of a select few individuals invited back and interviewed by the University of Glasgow’s Mathematics & Statistics department (after graduating with a BSc in Mathematics from there in 2023). To further grow my knowledge, I have researched and taken courses in Accounting, Business and Finance.
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