Senior Portfolio Management Analyst

Company Description

Welcome to This Australian Life. 

From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence, and retaining great talent.

We're always looking for people who want to go further with us. People who do what’s right, aim high, and work smart. Why not see where we can go?

Job Description

We are seeking a Senior Portfolio Management Analyst to join our team in Sydney, Australia. In this role you will be part of a broader team of analysts and will report to the Commercial Operations Manager. You will be accountable for the administration and analysis of premiums and reinsurance, be involved in month end finance related tasks, and have exposure to streamline and automate existing processes and procedures.

In this role you will: 

• Analyse premiums to ensure that validity of the premium received and review against the underlying terms and conditions, investigate and resolve variances and queries by liaising with the clients and client managers.
• Calculate reinsurance premiums and prepare relevant reports in line with reinsurance arrangements for each client.
• Update administration systems and files as required ensuring data integrity is maintained throughout.
• Prepare month-end journals, reports, and reconciliations relating to Group Life and Retirement and work with the Finance team on queries.
• Calculate monthly stamp duty liabilities for Group Life and Retirement and provide stamp duty related data and information for tender and rerate as required.
• Prepare annual and bi-annual regulatory reporting.
• Assist in audit processes by providing information and data as requested.
• Develop and document the reporting models and processes.
• Perform ad-hoc analysis and prepare ad-hoc reports 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, Actuarial or a related field
• Minimum 3 years’ experience working within the financial services industry, preferably life insurance
• Demonstrable experience in delivering quality outcomes on multiple tasks
• Solid foundation and technical knowledge of Excel
• Good analytical, problem-solving, and documentation skills
• Good communication and interpersonal skills
• Strong attention to detail

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems. 

As part of the recruitment process, there are a number of 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.

Additional Information

At TAL we value diversity in all its forms and are committed to fostering an inclusive and equitable culture for all our people. We encourage Aboriginal and Torres Strait Islander people, individuals from all backgrounds, including those with caring responsibilities, people living with disability, and individuals from the CALD and LGBTQI+ communities to apply. Even if you don’t check every box in the criteria above, we encourage you to apply today or get in touch with us here. 

To provide you with the best experience, we can accommodate you at any stage of the recruitment process. Simply inform our Recruitment team at any time.

TAL is recognised by the Workplace Gender Equality Agency as an Employer of Choice. We are proud to be a member of Diversity Council Australia and the Australian Network on Disability. For information on our reconciliation journey, take a look at our Innovate Reconciliation Action Plan.

We acknowledge the Traditional Custodians of the Land in which our Head Office is based, the land of the Gadigal people of the Eora Nation, and recognise their deep connections to the land, sea, and culture.
We extend this acknowledgment to the many Traditional Lands that we operate across and pay our respects to Elders past, present, and emerging.

#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 everyone’s 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.