Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jose Roberto Pagoada

Madrid

Summary

Talented Actuary with advanced mathematical abilities and in-depth understanding of statistical analysis and model building. Adept at analyzing risk exposure in financial systems and investments. Knowledgeable about insurance products, Solvency II, IFRS 17. Offering strong critical thinking skills, diligent nature and 5+ years of related experience.

Overview

9
9
years of professional experience

Work History

Actuarial Consultant (Intern)

Management Solutions
11.2023 - Current
  • Collaborated with senior consultants to develop climate change risk models for clients in the insurance industry.
  • Conducted academic research on climate risk modeling practices.
  • Analyzed problems and worked with teams to develop solutions.

Head Actuary

IPM
11.2019 - 09.2022
  • Developed robust actuarial models in R for pension plan valuation.
  • Evaluated investment strategies and opportunities to maximize profitability while maintaining adequate liquidity and solvency levels.
  • Conducted yearly pension fund actuarial valuations, evaluated the fund's actuarial balance and long-term sustainability.
  • Advised senior management on the potential impact of regulatory changes as well as macroeconomic developments.
  • Led a team of actuaries.

Actuarial Analyst

IPM
05.2017 - 11.2019
  • Built and ran analytical models to assess longevity and mortality risks for the pension plan.
  • Planned and designed investment models and shared numerical data and analysis to members of company.
  • Performed benefit calculations for retirees and beneficiaries.
  • Validated existing actuarial assumptions with updated market data, ensuring alignment with current conditions.

Revenue Accountant

QlikTech AB
05.2015 - 12.2015
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Supported company growth by managing complex customer contracts and accurately recording revenue transactions.

Education

Master's degree - Actuarial And Financial Sciences

Universidad Carlos III De Madrid
Madrid, Spain
06.2024

Associate, ASA -

Society of Actuaries
United States
12.2022

Master of Science - Finance

Lund University
Lund, Sweden
06.2015

Bachelor of Arts - International Business Management

Ming Chuan University
Taipei, Taiwan
09.2013

Skills

  • Teamwork and leadership
  • Detail oriented
  • Analytical and Critical Thinking
  • Organization
  • Excellent oral and written skills
  • Proficient in Office Software: Word, PowerPoint y Excel
  • Programming Languages: R, Matlab, VBA, Python, Latex
  • Stochastic and Actuarial Modeling

Languages

English
Advanced (C1)
Spanish
Bilingual or Proficient (C2)
French
Upper intermediate (B2)
Chinese (Mandarin)
Elementary (A2)

Timeline

Actuarial Consultant (Intern)

Management Solutions
11.2023 - Current

Head Actuary

IPM
11.2019 - 09.2022

Actuarial Analyst

IPM
05.2017 - 11.2019

Revenue Accountant

QlikTech AB
05.2015 - 12.2015

Master's degree - Actuarial And Financial Sciences

Universidad Carlos III De Madrid

Associate, ASA -

Society of Actuaries

Master of Science - Finance

Lund University

Bachelor of Arts - International Business Management

Ming Chuan University
Jose Roberto Pagoada