Investment Operations Associate (Contract)
Investment Operations Associate (Contract)
Argyll Scott- Posted 12 days ago
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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
Key Skills
Policy case management
Investment custodial operations
Life insurance processes
