Senior Portfolio Management Specialist

2 days ago

Sydney, New South Wales, Australia TAL Full time
Job Description

TAL is seeking a skilled Senior Portfolio Management Specialist to join our Sydney-based team. As a key member of our Commercial Operations team, you will play a critical role in driving financial services excellence.

Key Responsibilities:

  • Analyze premiums to ensure accuracy and validity, investigating variances and resolving client queries.
  • Calculate reinsurance premiums and prepare reports in line with reinsurance arrangements.
  • Update administration systems and files, maintaining data integrity.
  • Prepare month-end journals, reports, and reconciliations for Group Life and Retirement.
  • Provide timely and accurate data for informed decision-making.

Requirements:

  • Tertiary qualification in Accounting, Commerce, or a related field.
  • Minimum 3 years' experience in the financial services industry, preferably life insurance.
  • Demonstrable experience in delivering quality outcomes and technical knowledge of Excel.

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