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Senior Investment Operations Specialist (Contract)

Senior Investment Operations Specialist (Contract)

Argyll Scott
4-5 Years
Not Disclosed
  • Posted a day ago
  • Be among the first 10 applicants

Job Description

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

What you'll do

  • Run middle-office operations and own VUL policy case management, in line with operational standards and regulatory requirements
  • Work with custodians and asset managers to resolve transaction and operational queries
  • Input and validate monthly valuations, and monitor policy liquidity and value
  • Monitor underlying assets for sanctions exposure, illiquidity, and suitability
  • Engage stakeholders to identify process gaps, control weaknesses, and communication breakdowns in VUL servicing
  • Help improve the customer journey and operational service model
  • Maintain SOPs, documentation, and internal and regulatory reporting

What you'll bring

  • 4–5 years in custody or investment operations within a bank, custodian, or similar institution
  • Life insurance HNW operations experience is an advantage
  • Working knowledge of investment/custodial operations and life insurance processes, including local regulatory requirements
  • Strong stakeholder management and communication skills
  • A problem-solving mindset, with strong control discipline and attention to detail

You'd have real scope to shape process and service improvements, beyond day-to-day execution.

More Info

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Key Skills

Variable Universal Life (VUL) policies

Investment custodial operations

Middle-office operations

Internal and regulatory reporting

VUL policy case management

SOPs documentation

Life insurance processes

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