Ret Analyst - Retirement And Investments@ Aon
Greater Houston
Joel Balsara
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The University of Texas at Austin
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FlashIntel GPTJoel Balsara is a Senior DB analyst with over two years of experience in the field. He is highly motivated by providing clients with the best performance for their pension plans. Joel is skilled in calculating 1000 complex pension plans and achieving thorough knowledge of internal processes. He has successfully participated in various projects to de-risk and clean up data on pension plans. Joel has a strong track record of exceeding key metrics and revenue goals across all clients. He is proficient in Python, Python, and DBCalc.
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About
I am a Senior DB analyst that is highly motivated by providing clients with the best performance for their pension plans. With over two years of experience, I am able to validate and maintain large pension plan databases, complete complex calculations and provide advice to drive actionable solutions internally and externally. I am interested in the actuary side of pensions, data analytics and project management. Key Accomplishments: - Calculate 1000+ complex pension plans for a variety of different pension plans - Achieved thorough knowledge of pension plans and internal processes - Participated in a variety of proposed projects to de-risk and clean up data on pension plans. - Exceeded key metrics and revenue goals across all clients Key Software experience: -PenProPlus -Pro Val -Access -Excel -Python -DBCalc Key Professionals skills: -Data wrangling -Project management -Pension benefit calculations -Data modeling -Project development -Excellent client service
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Ret Analyst - Retirement And Investments
pension analyst- retirement & investments
Financial Services
Joel Balsara's Professional Milestones
- Ret Analyst - Retirement And Investments (2020-01-01~): Providing expertise in retirement and investment strategies to maximize returns for clients.
- Senior Database Analyst (2022-03-01~): Developed advanced database models to improve operational efficiency and ensure seamless data analysis.
Education
Economics,
Political Science And Government
Certification
Colleagues
Brian Francis
delivery group manager at hewitt and owner franohome investment group
Della Rath
Global Solutions Owner
Luz Ashby
Artist | Owner
Fernanda Vascouto
Relationship Manager | Insurance | Underwriting | Claims | Risk Management | Product Owner
Eddie Trippe
Owner
Other Named Joel Balsara
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Joel Balsara works for Aon
Joel Balsara's role in Aon is Ret Analyst - Retirement And Investments
Joel Balsara works in the industry of Financial Services
Joel Balsara's colleagues are Brian Francis,Della Rath,Luz Ashby
Joel Balsara's latest job experience is Ret Analyst - Retirement And Investments at Aon
Joel Balsara's latest education in The University of Texas at Austin
