Enhance investment and compliance processes by refining workflows, adopting new technology solutions, and incorporating industry-leading investment management practices.
Support other team members with ad-hoc requests from internal and external stakeholders.
At least 5 years of professional experience in investment-related functions. Experience in Fixed Income, Private Credit or Private Equity fund, fund-of-funds and/or direct investments is preferred.
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Broker and Agency servicing experience diverges for similar HNW profiles
Maintain a centralized HNW POS control tracker that monitors case types and risk categories, turnaround time (TAT) start and end points, pending reason codes, and actual completion performance against SLA targets
Produce monthly HNW POS performance dashboards for management reporting and HNW key broker reviews
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We require Full Stack Engineers who will join product teams to focus on building impactful digital solutions for government agencies. The successful candidates will collaborate within cross-functional product squads alongside Quality Engineers, User Experience Designers, and Product Owners to create and enhance software products that deliver meaningful outcomes for public sector users and citizens.
Key Responsibilities-
Partner with government agencies to build and iterate on high-quality digital products that solve real user problems.
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Enhance investment and compliance processes by refining workflows, adopting new technology solutions, and incorporating industry-leading investment management practices.
Support other team members with ad-hoc requests from internal and external stakeholders.
At least 5 years of professional experience in investment-related functions. Experience in Fixed Income, Private Credit or Private Equity fund, fund-of-funds and/or direct investments is preferred.
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Analyze business data to support strategy development.
Contribute to overall agency business growth.
Prepare district performance reports and leader appointment challenge materials, including reminders, appointment letters, KPI/activity reports, and campaign progress tracking.
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Provide support to other participating /universal life business initiatives including but not limited to review of asset and liability strategy, principle of participating financial management and mechanism on dividend determination. (20%)
Other responsibilities
Represents Actuarial and provides required actuarial support to special projects including implementation of new regulatory regimes. (10%)
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Identify and introduce new products that align with the strategic goals of the business unit, ensuring continuous success and growth of ORS business.
Work closely with the Central Marketing Team to align business and marketing strategies and create and organize materials to support business development in the ORS business area.
Organize and conduct comprehensive product training sessions for distributor sales representatives, in collaboration with the Central Marketing Team, to ensure product knowledge and effective sales techniques.
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