Insurance Funds Oversight Specialist - 18-month FTC
We’re looking for two experienced and collaborative individuals to support a major transition within our valuation activities across both our Pension Management Company (PMC) and Internal Client fund ranges. With more than 1,400 funds moving from a legacy in‑house valuation platform to a new outsourced provider, you’ll play a pivotal role in ensuring a smooth, well‑controlled and insight‑driven migration.
Working within Fund Operations, you’ll bring strong technical understanding, excellent communication skills and the confidence to work across complex delivery environments. You’ll be joining a team that values clear thinking, balanced decision‑making and constructive challenge, while building strong relationships with internal teams and our strategic external partner.
What you’ll be doing:
- Reviewing existing fund ranges and engaging with stakeholders to clearly articulate current processes
- Reviewing outsourced provider system functionality and developing strong working knowledge of reporting tools
- Identifying opportunities to enhance processes and documenting proposed improvements for stakeholder review
- Offboarding valuations from the legacy system to the new TPA platform, including supporting testing and query resolution
- Supporting the creation of test plans and scripts and ensuring robust execution
- Communicating operating models, processes and procedures to operational teams and delivering training and ongoing support
- Proactively identifying areas for improvement and strengthening controls to support a risk‑based outsourcing framework
- Delivering value by supporting transformational activity that drives productivity and effective ways of working
Who we’re looking for:
- Experience in fund valuation production or oversight, ideally 5+ years
- Strong understanding of fund valuation processes across PMC and Internal Client fund ranges
- Ability to interpret complex system functionality and articulate it clearly to varied stakeholders
- Experience working with outsourced service providers and/or transition programmes
- Strong analytical mindset with the ability to identify and propose process enhancements
- Effective communicator who builds constructive relationships and collaborates well across teams
- Comfortable working in dynamic, multi‑stakeholder delivery environments
- Self‑starter with an inquisitive mindset and commitment to maintaining technical and market knowledge
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
- There are the many discounts we offer – both for our own products and at a range of high street stores and online
- We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
