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Investment Operations Associate (Contract)

Investment Operations Associate (Contract)

Argyll Scott
3-5 Years
Not Disclosed
  • Posted 12 days ago
  • Be among the first 10 applicants

Job Description

I'm partnering with a leading global bank on a new role in its High Net Worth insurance operations team, focused on Variable Universal Life (VUL) policies.

What you'll do

  • Own VUL policy case management in line with operational standards and regulatory guidelines
  • Work with custodians and asset managers to resolve transaction and operational queries
  • Input and validate monthly policy valuations
  • Monitor policy liquidity and value, plus underlying assets (sanctions exposure, illiquidity, suitability)
  • Keep documentation audit-ready and SOPs up to date
  • Produce internal and regulatory reporting

What you'll bring

  • 3+ years in custody or investment operations within a bank, custodian, or similar institution
  • Working knowledge of investment/custodial operations and life insurance processes, including local regulatory requirements
  • Strong attention to detail, control discipline, and the ability to juggle priorities
  • A good service mindset and collaborative approach
  • Proficiency in Excel, PowerPoint, and Word

This is a new headcount and a good step into the HNW and insurance operations space.

More Info

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Key Skills

Policy case management

Investment custodial operations

Life insurance processes

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