drjobs Senior Portfolio Management Analyst

Senior Portfolio Management Analyst

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1 Vacancy
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Job Location drjobs

Sydney - Australia

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

The Portfolio Management team is integral to our Group Life and Retirement business unit overseeing the operation of TALs Group Life clients across the Industry Fund Master Trust and corporate market segments. The teams primary focus lies in the administration of policies and reinsurance treaty setup as well as the accounting of gross and reinsurance premiums for the Group Life business.

As a Senior Portfolio Management Analyst your primary responsibility will be to oversee the day-to-day processing of gross and reinsurance premiums and to monitor month-end activities for the team. Additionally you will contribute to strategic projects aimed at automating and enhancing existing processes.

In this role you will: 

  • Conduct analysis of premiums to ensure that validity of the premium received and review against the underlying terms and conditions
  • Calculate reinsurance premiums and prepare relevant reports in line with reinsurance arrangements for each client
  • Prepare month-end journals reports and reconciliations relating to the Group Life business and work with the Finance team on queries
  • Calculate monthly Group stamp duty liabilities and provide stamp duty related data and information for tender and rerate as required
  • Provide timely and accurate data and insights to help the Commercial Operations Manager with informed decision-making

Qualifications :

  • Tertiary qualification in Accounting Commerce or Actuarial
  • Experience working within the financial services industry preferably life insurance
  • Solid foundation and technical knowledge of Excel
  • Good analytical problem-solving skills and documentation skills
  • Sound organisational skills and ability to perform required tasks on a timely basis with minimal supervision
  • Previous team management experience desired


Additional Information :

TAL is one of Australias leading life insurers committed to inclusion and supporting the career growth of our diverse workforce. Were proud to be: 

Yourealwaysaccountable for your actions. You never give up. You strive to find the best outcomes for customers and valueworking together to find the best solutions for problems. 

As part of the recruitment process there are several checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History Bankruptcy Entitlement to Work Regulatory and Reference Checks. 

#LI-Hybrid 

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyones responsibility.

If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.


Remote Work :

No


Employment Type :

Full-time

Employment Type

Full-time

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