Manager, Investment Risk and Performance Reporting

- Help protect over 5 million Australians, making a real difference in their lives during their most challenging times.
- Work withexperienced andskilled colleagues who support and inspire one another to achieve collective success.
- Join a company that fosters a culture of respect, resourcefulness, and inclusivity, allowing you to grow both personally and professionally.

Welcome to TAL. As a leading life insurer,we’vebeen protecting Australians for over 150 years. Backed by Daiichi Life,we'redriven by big ambitions and empower to create better products and services.

Together with our Partners,we’rehelping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care andexpertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities.

Work with passionate,brightand capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together,we'rereimagining insurance.

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer.

Job Description

The Investment Risk & Performance Manager plays a critical role in supporting the governance and oversight of TAL's investment assets. The role is responsible for delivering high-quality investment risk, performance and asset liability management (ALM) reporting to the Board, Asset and Liability Committee (ALCo), Senior Executives and the Investment Management Team.

Through insightful analysis, robust governance processes and effective stakeholder engagement, the role ensures investment risks and performance outcomes are well understood, regulatory obligations are met, and decision-making is supported by timely, accurate and actionable information. The position also drives continuous improvement across reporting systems,



data quality, analytics and environmental, social and governance (ESG) reporting capabilities.

In this role you will:

- Lead the preparation and delivery of investment risk, performance and ALM reporting for the Board, Senior Executives, ALCo and associated governance committees.
- Provide proactive, insightful and actionable analysis that enables stakeholders to understand current and emerging investment risks, portfolio performance and market developments.
- Oversee the quality assurance of reporting outputs generated through investment risk systems, ensuring information is accurate, reliable and fit for purpose.
- Enhance reporting frameworks by identifying and implementing improvements to systems, analytics and stakeholder reporting.
- Develop and maintain ALM reporting data stores, improving the timeliness, consistency and quality of insights through increased automation and efficiency.
- Present investment risk, performance and ALM insights to governance forums, executive committees and senior stakeholders.
- Partner with internal teams including Investment Operations, Risk, Capital, Legal, Finance, IT and Financial Reporting to support investment governance and reporting outcomes.

Qualifications

- Minimum of 10 years of experience in the Finance/Investments/Insurance industries and minimum of 5 years in investment risk related roles.
- Excellent knowledge of financial markets and how it impacts life insurance financial performance
- Excellent ability to communicate and articulate complex concepts
- Excellent initiative,



in particular with regards to developing recent processes and investigating and resolving complex issues
- Very strong financial modelling experience
- Strong knowledge of life insurance regulatory capital standards
- Tertiary qualification in Actuarial studies, Mathematics, Finance or related discipline

Additional Information

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce.We’reproud to be:

- An Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agencyfrom2014 to2025and2023 to2026Bronze Tier Status within the Australian Workplace Equality Index
- Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change
- We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individualswithdisability/ies, people from culturally diverse backgrounds and theLGBTQ+ community.
- Need adjustments during the recruitment process? Let our team know by getting in touch with us here.—we’rehere to support you.

You’realwaysaccountable for your actions. You never give up. You strive to find the best outcomes for customers and partners.Andyou valueworking together to find the best solutions for problems.

As part of the recruitment process, there are several checks which may be conducted todemonstrateyour eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.

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Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

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📌 Manager, Investment Risk and Performance Reporting (New South Wales)
🏢 TAL
📍 New South Wales