Senior Portfolio Management Analyst

Senior Portfolio Management Analyst

06 Aug 2025
New Hampshire, Sydney 00000 Sydney USA

Senior Portfolio Management Analyst

Join our dynamic Portfolio Management team, a key part of TAL’s Group Life and Retirement business unit. We oversee operations across Industry Fund, Master Trust, and corporate market segments, ensuring seamless policy administration and reinsurance treaty setup.As a Senior Portfolio Management Analyst, you’ll play a pivotal role in managing the day-to-day processing of gross and reinsurance premiums. You’ll also lead month-end activities and contribute to strategic initiatives focused on automating and enhancing core 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 conditionsCalculate reinsurance premiums and prepare relevant reports in line with reinsurance arrangements for each clientPrepare month-end journals, reports, and reconciliations relating to the Group Life business and work with the Finance team on queriesCalculate monthly Group stamp duty liabilities and provide stamp duty related data and information for tender and rerate as requiredProvide timely and accurate data and insights to help the Commercial Operations Manager with informed decision-making

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