Senior Portfolio Management Analyst

• Flexible work options
• 12-month contract
• Collaborative team with supportive leadership
• Sydney CBD office with onsite gym

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.

The Portfolio Management team is integral to our Group Life and Retirement business unit, overseeing the operation of TAL’s Group Life clients across the Industry Fund, Master Trust, and corporate market segments. The team's 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

• 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

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.