Seasoned internal candidate with hands-on experience across end-to-end investment operations within the insurance sector.
Skilled in trade processing, cash and position reconciliation, regulatory reporting, and oversight of custodians and asset managers.
Proven ability to streamline processes, ensure compliance, and support accurate, timely investment reporting for insurance portfolios.
Manage end-to-end investment operations, including trade settlement, cash management, and daily reconciliation for insurance portfolios.
Ensure accuracy and timeliness of investment data while maintaining compliance with regulatory and internal governance requirements.
Coordinate with custodians, asset managers, and internal teams to resolve breaks, validate valuations, and support month-end and year-end processes.
Drive process improvements, enhance controls, and support reporting for investment, regulatory, and audit needs.
Qualified in finance or related field, with strong knowledge of investment operations, insurance regulatory requirements, and proficiency in reconciliation and reporting systems. B. Com Hons with 7 years of min experience
Choosing a digital partner is about more than capabilities — it’s about collaboration and character.
Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.
