Senior Portfolio Management Analyst

Company Description

• Work with experienced and skilled colleagues
• Enjoy work-life balance with flexible working options
• Wellbeing Benefits – Mental, Physical & Financial Support

Why Join Us?

Welcome to TAL. As a leading life insurer, we’ve been protecting Australians for over 150 years. Backed by Dai-ichi Life, we're driven by big ambitions and empower to create better products and services.

Together with our Partners, we’re helping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care and expertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities.

Work with passionate, bright and capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together, we're reimagining insurance.

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer.

Job Description

We're looking for a Senior Portfolio Management Analyst to join us at TAL on a permanent basis.

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 collaborating with the Finance team to address any queries.
• Calculate monthly Group stamp duty liabilities and providing 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 skills 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

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce. We’re proud to be: 

• An 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 – Read 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 getting in touch with us here.—we’re here to support you.

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 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 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.