Senior Portfolio Management Analyst
vor 2 Wochen
Welcome to TAL. As a leading life insurer, we’ve been protecting Australians for over 150 years. Backed by Dai-ichi Life, we are driven by big ambitions and empower our teams to create better products and services. We’re looking for a Senior Portfolio Management Analyst to join us at TAL on a permanent basis. Job Description You'll play a vital part in supporting the Group Life and Retirement business unit by managing and tracking group premiums. Day-to-day tasks include processing gross and reinsurance premiums, assisting with month‑end activities, and providing technical expertise for process improvement projects. This role involves close collaboration with the Commercial Operations Manager and contributes to both the immediate team and wider business unit. In This Role You Will Conduct detailed analysis of premiums to validate accuracy against underlying terms and conditions and resolving material variances by liaising with clients and client managers. Calculate reinsurance premiums and prepare reports in accordance with client‑specific reinsurance arrangements. Prepare month‑end journals, reports and reconciliations related to the Group Life business, and collaborate with the Finance team to address any queries. Calculate monthly Group stamp duty liabilities and provide stamp duty data for tenders and rerates as needed. Prepare annual and bi‑annual regulatory reports in line with compliance requirements. Continuously review and improve internal processes to ensure operational risks remain within TAL’s risk appetite, identifying and escalating any gaps as appropriate. Qualifications Tertiary qualification in Accounting, Commerce, Actuarial or a related field. Experience working within the financial services industry, preferably life insurance. Solid foundation and technical knowledge of Microsoft Excel. Good analytical, problem‑solving and documentation skills. Sound organisational skills and ability to perform required tasks on a timely basis with minimal supervision. Good communication and interpersonal skills. Additional Information Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency and Bronze Tier Status within the Australian Workplace Equality Index. Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change. Reconciliation Advocates – Refer to our Innovate Reconciliation Action Plan. We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individuals living with disabilities, people from culturally diverse backgrounds and the LGBTIQ+ community. Need adjustments during the recruitment process? Let our team know by contacting us here – we’re here to support you. Seniority level Not Applicable Employment type Full‑time Job function Analyst Industries Insurance Please note: If you are already a TAL employee, please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This ensures your application is recorded accurately. #J-18808-Ljbffr
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