Portfolio Analyst

The Fidelis Partnership; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

The Fidelis Partnership is seeking a commercially driven Portfolio Analyst to shape underwriting performance through deep analytics and real-time portfolio intelligence. Based at our London hub, you will build near real-time visibility of portfolio performance, including automated IBNR and loss emergence signals, and drive insights across underwriting, pricing, reserving, and claims to inform decisions.

You will collaborate with underwriting and pricing teams, lead large loss reviews, and

Qualifications

• Experience in portfolio analytics within insurance/reinsurance.
• Strong understanding of pricing adequacy and underwriting drivers.
• Ability to translate complex analytics into commercial insights.
• Experience with large datasets and automated reporting environments.
• Exposure to pricing, reserving and capital modelling.
• Experience with real-time or near-real-time analytics and dashboards.

Responsibilities

• Develop attribution framework across classes, segments, underwriting years and distribution sources.
• Analyse and communicate pricing adequacy vs actual performance, including risk-adjusted rate change.
• Implement near-live portfolio monitoring incorporating automated IBNR and loss emergence signals.
• Lead large loss reviews and ensure rapid feedback into underwriting, claims, and broker engagement.
• Identify trends in short and long-tailed lines and translate into pricing, reserving and underwriting insight.
• Partner with underwriting and pricing teams to challenge assumptions and improve decisions.
• Feed insights into business planning, capital allocation and portfolio strategy.

Skills

Portfolio analytics

Pricing & underwriting drivers

Data to insights

Large datasets & reporting

Pricing/reserving/capital modeling

Real-time analytics & dashboards

Job description

The Fidelis Partnership is a leading privately-owned, Bermuda-based Managing General Underwriter, which, through its subsidiaries, is a global underwriter of property, bespoke and specialty insurance and reinsurance products. The Fidelis Partnership is one of the largest Managing General Underwriters globally and its operations also include outwards reinsurance, claims handling, exposure management and portfolio analytics. The Fidelis Partnership also sponsors and incubates specialist MGAs through its Pine Walk platform. The Fidelis Partnership is separately owned and managed from the ownership and management of Fidelis Insurance Group.

Across product lines and geographies, we focus on three diversified pillars: reinsurance, specialty and bespoke solutions. We are truly diversified. Our long-standing partnerships with capital providers and quota share partners make us nimble. Our breadth of expertise and capabilities deliver outstanding market returns.

The role

We are looking for a commercially driven Portfolio Analyst to play a critical role in shaping underwriting performance through deep analytical insight and real-time portfolio intelligence.

Sitting at the centre of underwriting, pricing, reserving and claims, this role focuses on understanding what is driving performance today and ensuring those insights directly influence underwriting decisions tomorrow.

A key priority is building near real-time visibility of portfolio performance, including automated views of loss emergence and IBNR, enabling faster and more informed decision-making.

Key accountabilities

• Develop a best-in-class performance attribution framework across classes, segments, underwriting years and distribution sources.
• Analyse and communicate pricing adequacy vs actual performance, including risk-adjusted rate change
• Implement near-live portfolio monitoring incorporating automated IBNR and loss emergence signals.
• Lead large loss reviews and ensure rapid feedback into underwriting, claims, and broker engagement.
• Identify trends in short and long-tailed lines and translate into pricing, reserving and underwriting insight.
• Partner with underwriting and pricing teams to challenge assumptions and improve decisions.
• Feed insights into business planning, capital allocation and portfolio strategy.

Skills & experience

• Experience in portfolio analytics, actuarial or performance management within insurance/reinsurance
• Strong understanding of pricing adequacy and underwriting performance drivers
• Ability to translate complex analytics into clear, concise, commercial insight
• Experience with large datasets, automated reporting environments and a level of prompt engineering experience.
• Exposure to a cross-section of pricing, reserving and capital modelling
• Experience with real-time or near-real-time analytics and dashboards

Other

The Fidelis Partnership Ethos

At The Fidelis Partnership, we aim to be different while making a difference.

• We set the standard for quality in our industry. Guided by our expertise, our clients can take unique and material risks with confidence.
• Our approach is tailored and designed to deliver excellence for our clients. We are trailblazers, creating unique solutions in the (re)insurance space.
• We are experts. Our brokers and clients value the depth of our knowledge and experience. We leverage state-of-the-art underwriting technology to be a market leader.
• We believe sound ethics make for good business. We deliver value for our customers, investors and communities while actively avoid trading with industries that cause harm to people, the environment and animals.
• We pride ourselves in creating a workplace that prizes execution, meritocracy, Diversity & Inclusion. Our people herald from countless backgrounds and are united by ambition and the unabashed desire to deliver excellence every day. We provide a competitive environment that helps people cultivate themselves professionally and personally and balance a rigorous workplace with a mindset that prioritises environmental and charitable activities in our communities worldwide

Our ethos dictates our decisions and actions. It unites us as a team of experts and colleagues and provides us with a compass for ensuring we deliver our best to every stakeholder we serve.

Diversity, Equity & Inclusion

Diversity & Inclusion in the workplace

• Insofar as possible, we aim to ensure the composition of our workforce reflects the make-up of the local community
• We have specific programmes in all our offices to support diversity within the hiring process, e.g. internship and scholarship award programmes
• This is a particular focus in Bermuda, where we engage actively with local organisations to source diverse talent and provide coaching/mentoring for underrepresented groups
• We aim to maintain a focus on equal opportunities across all stages of hiring process
• We measure and minimise the pay gap where possible.

Bring Your Whole Self to Work

Our vision is for a workplace culture where differences are valued and where diversity of background, experience and thought are welcomed. We want to create an environment where all employees, regardless of who they are, are given equal opportunities for career progression and enjoy fair reward from their and The Fidelis Partnership's successes. This will be driven by a workforce that embraces Diversity & Inclusion at every level, in every department across The Fidelis Partnership.

To ensure that all candidates have a fair opportunity to show their abilities during the recruitment process, adjustments may be required. If your physical or mental health or disability may necessitate an adjustment, please contact [e-mail] to discuss. All information relating to your health or disability will be treated in accordance with our data protection policy.

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