Portfolio MI Analyst

TN United Kingdom; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a key member of the Underwriting MI Analytics team, where you'll leverage your analytical skills to support data-driven decisions in Portfolio Management. This role offers a unique opportunity to enhance reporting capabilities using PowerBI and SQL while collaborating with diverse teams to optimize data solutions. You'll play a vital role in fostering a data-driven culture, ensuring compliance, and driving insights that empower decision-making. If you're passionate about analytics and eager to make an impact in the financial sector, this is the perfect opportunity for you.

Qualifications

• Proven expertise in PowerBI, capable of building high-standard reports.
• Strong business data analysis skills and effective communication with clients.

Responsibilities

• Support Portfolio Management and Underwriting with data and analysis.
• Gather requirements and deliver new PowerBI reports.
• Manage stakeholders across multiple global offices.

Skills

PowerBI

SQL

Data Analysis

Communication Skills

Team Collaboration

Insurance Knowledge

Data Manipulation

Initiative Taking

Education

Relevant work experience in a similar role

Progression towards ACII

Tools

Alteryx

SharePoint

Power Automate

Job description

The provided job description is comprehensive and detailed, but it contains some formatting inconsistencies and redundancies that can be improved for better clarity and readability. I will retain all essential information, correct minor grammatical issues, and optimize the structure using the allowed HTML tags.

Here is the refined version:

Social network you want to login/join with:

This role will be part of the Underwriting MI Analytics team, working specifically as a dedicated resource with the Portfolio Management team. It involves engaging heavily with this area of the business to facilitate better data-driven decisions that benefit our underwriting strategy. Responsibilities include requirements gathering, liaising and communicating with Portfolio Management, Underwriters, and analysts, as well as reporting and creating high-quality analytics. Additionally, the role will evolve the service to provide more insights and trends to add value and information to end users, actively seeking new relevant data sources and exploring advanced capabilities like machine learning to support LSM and Portfolio Management.

The role covers the entire Portfolio Management team, including both Specialty and Commercial elements, in conjunction with the UW Analytics Lead. The owner of this role will manage relationships and deliverables across a range of Portfolio Analysts, requiring effective management of stakeholder relationships and work delivery. It is a key function within the Data & Analytics team, offering significant opportunities and responsibilities.

The role also requires ownership of workload and coordination aligned with the Portfolio Management team’s expectations, ensuring their MI and analytical needs are met. The emphasis is on becoming a trusted business advisor while remaining responsive to requests. The role will advance the MI service by providing additional insights and trends, exploring new data sources to support LSM underwriters.

The workload is split between developing reports in PowerBI and Alteryx, supported by SQL SSMS skills and some Excel. Onboarding new Salesforce data and other data streams are also required. The remaining time supports projects, business initiatives, data enhancement, ad-hoc tasks, and collaboration with the business to optimize data and reporting approaches.

About the Department & Team:

The MI Department is a large team offering comprehensive data, analytics, and insights services. The team fosters an inclusive, supportive culture focused on analyst development. As a business-facing team, we possess a range of technical skills and business knowledge to serve our stakeholders effectively. We encourage collaboration and transparency, providing a platform for delivering key services that enhance Liberty’s decision-making processes.

In this role, the MI department supports the Portfolio MI Analyst, who advances our service with Portfolio Management. The team supports several key underwriting departments with diverse skills, capabilities, and requirements. The Portfolio Management team is highly engaged and requires regular assistance with data and reporting. The MI function and Portfolio Management have a successful history of collaboration, providing underwriters and senior executives with necessary insights.

Key Responsibilities:

• Support Portfolio Management and Underwriting with data and analysis
• Act as the key contact for the MI Department in this area, providing relevant business knowledge
• Gather requirements and deliver new PowerBI reports
• Complete complex ad-hoc requests
• Collaborate with supporting service functions to enhance Portfolio Management engagement and solutions
• Promote the use of data and raise the profile of MI within LSM
• Investigate new software and concepts to assist MI or LSM
• Research new data sources to enrich current offerings
• Develop a data-driven decision-making culture through training and education
• Produce clear, concise reports analyzing business activity
• Manage stakeholders across multiple global offices, maintaining effective communication
• Perform other duties as reasonably requested
• Ensure adherence to regulatory requirements and demonstrate behaviors aligned with the Conduct Risk Policy, Liberty Values, and compliance standards such as Senior Managers and Certification Regime, Solvency II, Data Protection, and others.

Skills and Experience:

• Effective communication with clients and colleagues to understand information needs
• Experience working within a large team and being an effective team player
• Understanding of the insurance function and its data requirements
• Proven expertise in PowerBI, capable of building high-standard reports
• Strong business data analysis skills
• Excellent written and verbal communication skills, with the ability to present complex information to non-technical stakeholders
• Relevant work experience in a similar role within the financial sector
• Knowledge of Microsoft SQL databases and query writing skills
• Initiative-taking and prioritization abilities
• Proficiency in manipulating data from databases and IT systems for qualitative analysis

Preferred Criteria:

• Understanding of alternative ETL systems such as Alteryx
• Knowledge of SharePoint functionality and Power BI administration
• Progression towards ACII
• Experience using Power Automate to deliver end-user value

About Liberty Specialty Markets (LSM):

Liberty Specialty Markets is part of Global Risk Solutions and the Liberty Mutual Insurance Group, offering world-class insurance and reinsurance services globally. We value our people, promoting diversity, inclusion, collaboration, and work-life balance to support our success and innovation.