Portfolio Analyst Office: London

Wayfindi; Greater London; Hybrid; GBP 60,000 - 95,000; Full time

Job summary

InsurX is seeking a Portfolio Analyst to join our Insurance Analytics space. You will deepen insights users consume and own technical evaluation of portfolios on the InsurX exchange, partnering with the Commercial team to translate analytics into practical actions.

You will work across data sources, run portfolio reviews, and help design data artifacts that support brokers and carriers. A background in insurance analytics and strong SQL skills are essential.

Qualifications

• Experience in (re)insurance, reserving, pricing or portfolio management.
• Strong mathematical and analytical skills.
• Excellent Excel and Office skills.
• SQL skills with relational databases and visualization tools.
• Strong communication and ability to present insights.
• Familiarity with VBA/.NET/Python is a plus.

Responsibilities

• Technical evaluation of portfolios such as Broker Facilities and Smart Consortiums for profitability, indexation and pricing review.
• Support the structuring of deals and own data artifacts within Broking Submission.
• Monitor ongoing deal performance and take technical ownership for selected deals; prepare quarterly reviews.
• Surface insights on broker placement and carrier interactions for internal and external clients.
• Develop internal capabilities to monitor live deals on the InsurX exchange.
• Support pre- and post-loss event analysis and broader claims experience monitoring.
• Engage with third-party providers to actively improve the insights generated.
• Be the point of contact for underwriting, pricing and exposure management.

Skills

SQL skills

Mathematical ability

Analytical thinking

Data storytelling

Communication

Tools

PostgreSQL

Snowflake

MS SQL

Tableau

PowerBI

Metabase

Excel

VBA

Python

.NET

Job description

InsurX are on a mission to build the technology that connects any broker and any insurer so they can exchange risk without friction.

After our first partners signed up in late 2022, 27 broking houses and 22 insurers have now traded over $150m in premium using our technology. We’re targeting $1B of premium traded using our technology by the end of 2027.

The insurance market is ripe for change and rapidly digitalising – this isn’t just our opinion, it’s the market’s consensus. The insurance industry is like investment banking in the late ‘70s: it’s about to go through its own “Big Bang”. InsurX is leading the charge. We’re making a success of it by we’ve assembling a stellar team of diverse talent, uniting technology expertise with deep knowledge of the insurance business. Our team is united by intellectual curiosity and a determination to change insurance for the better.

About Us

About Us:

InsurX are on a mission to bring the $2tn complex commercial insurance industry into the 21st century. We’re doing that by growing our two-sided digital exchange that connects brokers and insurers to algorithmically trade risks – everything from large scale infrastructure projects to major artists’ tours - in a data-driven way.

We started the company in 2022, processed $20M of premium in our first year of trading, and quadrupled that in 2024. We’re targeting $1bn of premium to flow through our Exchange by the end of 2026.

The insurance market is ripe for change and rapidly digitalising – this isn’t our opinion, but something put forward by the market itself. We’re at the forefront of this modernisation and leading the charge.

We’re finding success by combining insurance expertise with outside talent. We want people to join who are curious, growth-hungry, love a challenge and taking on initiative.

About the Role

We’re looking for a Portfolio Analyst to join our Insurance Analytics space. This is an area of focus for InsurX as we look to deepen the level of insights we generate to our customers. You’ll be an integral part of this journey; shaping and producing what our customers consume. As you develop, you’ll begin to take ownership on the technical insights of the insurance portfolios that we support.

Key Responsibilities:

• Technical evaluation of portfolios, such as Broker Facilities and Smart Consortiums, being placed onto the InsurX exchange, including profitability, indexation and actuarial pricing review.
• Supporting the structuring of such deals and owning the production of data artifacts within the Broking Submission.
• Monitoring ongoing deal performance with the view of taking technical ownership on certain deals. This will include reviewing portfolio mix, rating levels, broker usage and loss performance, to drive insights that can be fed back to follow carriers, particularly through structured Quarterly Reviews.
• Surfacing insights on broker placement and carrier interactions and translating these into tangible actions for both internal and external clients.
• Developing internal capabilities to support the ongoing monitoring of live deals on the InsurX exchange.
• Supporting pre and post loss event analysis, and broader claims experience monitoring.
• Engaging with our third-party providers to actively improve the insights we generate.
• Be the point of contact for our external queries on Underwriting, Pricing and Exposure Management.

About You

You’ll have some experience working in the Insurance space, be this at a Carrier, Broker or within the Insurtech space. This could be in an actuarial pricing, portfolio management capacity or otherwise; demonstrable capability in the technical evaluation of (re)insurance portfolios is key. You’ll be an effective communicator; able to work with a range of stakeholders by translating analytical output into clear practical recommendations. You’ll enjoy collaborating across teams and functions and be comfortable taking decisions where there is no established approach. The role is ‘front line’ - working side by side with the Commercial team as the technical counterpart.

Requirements:

• Technical experience within the (re)insurance market in Reserving, Pricing and/or Portfolio Management, ideally with (but not limited to) a good understanding of Property and Casualty (re)insurance contracts.
• Excellent mathematical and analytical skills and a demonstrated logical, numerical and structured approach to problem solving
• Expertise in Microsoft Excel and other Office applications
• Experience in reporting on portfolio exposures to stakeholders as well as some familiarity to Catastrophe Models.
• Strong SQL skills and experience with relational databases (e.g. Postgres, Snowflake, MS SQL) and visualisation tools (Tableau, PowerBI, Metabase)
• Familiarity with another programming language such as VBA, .NET, Python is an advantage.
• Excellent communication and data storytelling skills - able to present insights to both technical and non-technical audiences and influence decision-making.

We are a Disability Confident organisation

We’re not here to build just another tech company — we’re building a team where diverse voices, ideas, and experiences come together to spark something new. We value people for who they are, irrespective of background, identity, ability or disability, and lived experience, because that’s what drives meaningful innovation. Inclusion isn’t a policy for us — it’s how we grow, win, and continually improve.

Our hiring is fair, transparent, inclusive, and accessible. If you have a disability or require adjustments at any stage of the process, just let us know — we’ll make it work. We care about skills, potential, and creativity, not box-ticking.

We are proud to be aDisability Confidentorganisation, actively working to ensure disabled people and those with long-term health conditions have the opportunities to fulfil their potential with us.

By submitting this application, I agree that my personal data will be collected, processed, and retained by the company solely for the purposes of managing and assessing my candidacy.