Portfolio Management Analyst

JCW Group; Zürich; On-site; CHF 120,000 - 150,000; Full time

Job summary

JCW Group is seeking a Portfolio Management Analyst in Zurich to analyze underwriting performance, challenge underwriting teams, and report to senior management. The role collaborates with Underwriting, Pricing, Risk, and Reserving teams to identify opportunities and risks, and to prepare portfolio benchmark reports for executive committees.

Candidates should bring 5+ years in insurance (reinsurance preferred), a mathematics/actuarial background, and proficiency with analytical tools; actuarial

Qualifications

• 5+ years of insurance experience, with reinsurance essential.
• Experience in actuarial, analytics or portfolio teams.
• Strong communication skills and the confidence to challenge and influence underwriters.
• Proficiency in analytical tools. Power BI is a plus.

Responsibilities

• Prepare analysis and documentation for annual and class portfolio reviews.
• Challenge underwriting teams on strategy, performance and pricing adequacy.
• Monitor key performance indicators and track results against business plans.
• Work with Underwriting, Pricing, Risk and Reserving teams to identify areas of concern and opportunity.
• Conduct market research to benchmark the portfolio.
• Prepare reports for executive committee meetings.

Skills

Analytical skills

Communication

Education

Mathematics

Actuarial Science

Actuarial qualification

Data science

Tools

Power BI

Job description

A global reinsurer, part of a leading international insurance group, is expanding its Analytics team and is seeking a Portfolio Management Analyst in Zurich. This position offers the opportunity to analyse underwriting performance, provide constructive challenge to underwriting teams and report directly to senior management.

Key Responsibilities

• Prepare analysis and documentation for annual and class portfolio reviews.
• Challenge underwriting teams on strategy, performance and pricing adequacy.
• Monitor key performance indicators and track results against business plans.
• Work with Underwriting, Pricing, Risk and Reserving teams to identify areas of concern and opportunity.
• Conduct market research to benchmark the portfolio.
• Prepare reports for executive committee meetings.

Requirements

• 5+ years of insurance experience, with reinsurance experience essential.
• Degree in Mathematics, Actuarial Science or a related field. Actuarial qualification or data science background preferred.
• Experience in actuarial, analytics or portfolio teams.
• Strong communication skills, with the confidence to challenge and influence underwriters.
• Proficiency in analytical tools. Power BI is a plus.