Senior Investment Operations Specialist (Contract)
Senior Investment Operations Specialist (Contract)
Argyll Scott- Posted a day ago
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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
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
