Associate Portfolio Manager

WTW; Ipswich; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

25 days annual leave

Hybrid working options

Private healthcare

Life insurance

Group income protection

Pension with matched contributions

Employee assistance programme

Volunteer day

Electric vehicle car scheme

Share scheme

Cycle-to-work

Dental cover

Optical cover

Critical illness protection

Job summary

WTW is seeking a Portfolio Management analyst to support insurer panel oversight across regions, using data and broker feedback to drive strategic improvements. The role involves assisting with RFPs, tracking performance, and collaborating with finance and legal teams.

The successful candidate will be curious, detail-oriented, and proficient with Microsoft Office; Power BI experience is advantageous. A hybrid work setup and comprehensive benefits accompany the role.

Qualifications

• Be curious, proactive and keen to learn across a broad range of activities.
• Demonstrate good judgement and an organised approach to prioritising work.
• Be a confident communicator and able to build relationships with stakeholders.
• Show interest in understanding the insurance market and business objectives.
• Knowledge of insurance markets or dynamics is beneficial but not essential.
• Be comfortable working with data and drawing insights to support decisions.
• Demonstrate attention to detail and commitment to high-quality work.
• Follow established processes and explain them to colleagues.
• Proficient in Excel, PowerPoint and Word; Power BI is advantageous.

Responsibilities

• Support oversight of insurer panel performance and composition across regions.
• Assist with panel performance reviews using data, market insight and broker feedback.
• Support delivery of RFPs for FINMAR panels and assess insurer appointments.
• Analyse data and market insights to advise on panel health and insurer performance.
• Support insurers to improve analytics and data services.
• Assist with panel financial performance including budgeting and forecasting.
• Build relationships with internal stakeholders and insurers.
• Assist with FINMAR contracts management with legal and insurers.
• Contribute to projects and other duties as required.

Skills

Curious and proactive

Good judgement

Confident communicator

Data familiarity

Attention to detail

Microsoft Office (Excel, PowerPoint, W

Power BI (advantageous)

Tools

Power BI

Microsoft Office

Job description

FINMAR is FINEX's established portfolio broking model, operating across 15 insurer panels globally. Through specialist market expertise, focused engagement and analytical insight, we help our insurer partners deliver greater value to our Insureds and Brokers.

The Portfolio Management Team is responsible for the overall health, performance and strategic direction of our insurer panels. This includes managing the end-to-end panel process, from onboarding new insurer partners and assessing strategic and commercial fit, through to regular performance and sustainability reviews.

The team also oversees legal, financial and regulatory governance, ensuring panels operate within agreed frameworks and standards. In addition, Portfolio Management contributes to strategic initiatives and cross-group projects that support the continued evolution of Global FINMAR.

The Role

• Support the oversight of the performance and composition of the insurer base for the panels in one or more geographical regions.
• Assist with the periodic panel performance reviews, using data, market insight and broker feedback to drive strategic recommendations on panel composition, insurer participation and portfolio optimisation.
• Support the delivery of RFPs for FINMAR panels, evaluating insurer appointments and ensuring our processes and approach is best practice / fit for purpose.
• Analyse data and use trading and market insights (via meetings with Brokers and Insurers) to understand and provide subject matter expertise on the overall health of the panel and its individual insurers. Monitor insurer service levels, identifying the drivers of any underperformance.
• Support insurers, where required, to improve analytics or provide guidance particularly in relation to the data services.
• Assist with panel financial performance, including budgeting, revenue forecasting, accrual oversight and coordination with finance teams to ensure accurate reporting and invoicing.
• Build and maintain effective relationships with a variety of internal stakeholders and also insurers and insurer prospects where appropriate.
• Support the management of the FINMAR contracts across panels, working closely with group legal and the insurers.
• Contribute to projects, initiatives and any other duties commensurate with position or level of responsibility.

Qualifications

What you’ll bring:

• Be curious, proactive and keen to learn. This is a varied role with significant opportunities for development and exposure to a broad range of activities across the business.
• Demonstrate good judgement and an organised approach to managing priorities, seeking guidance where appropriate and making informed recommendations.
• Be a confident communicator, able to build positive relationships with colleagues and stakeholders and adapt communication style to different audiences.
• Show an interest in understanding the insurance market, client needs and business objectives, and contribute ideas that support team and business goals.
• Knowledge of insurance markets, products or market dynamics would be beneficial, but is not essential.
• Be comfortable working with data and information, drawing insights and supporting recommendations and decision-making.
• Demonstrate strong attention to detail and a commitment to delivering high-quality work.
• Be able to understand and follow established processes and explain these to colleagues where required.
• Be proficient in Microsoft Office applications, including Excel, PowerPoint and Word. Knowledge of Power BI would be advantageous.

What We Offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail]