Portfolio Optimisation Analyst

Zurich Insurance Company; Fareham; On-site; GBP 40,000 - 60,000; Part time

Job summary

A global insurance provider is seeking an experienced analyst to join their SME Etrade portfolio team. The role involves developing market pricing models and delivering actionable insights to support strategic decision-making. Candidates should have a strong background in data analysis and excellent communication skills. This position offers the flexibility of part-time, job-share, or full-time work arrangements along with competitive benefits including a defined pension scheme and private medical insurance.

Benefits

12% defined non-contributory pension scheme

Annual company bonus

Private medical insurance

Option to buy/sell holiday days

Qualifications

• Experience in portfolio underwriting and/or market pricing, preferably in SME.
• Proven ability to interpret complex datasets.
• Strong communication skills, able to translate technical findings into clear insight.

Responsibilities

• Develop and monitor market pricing models for the SME Etrade portfolio.
• Support team analysts in technical skill development.
• Deliver actionable insights to Portfolio Managers.

Skills

Portfolio underwriting experience

Advanced data manipulation

Strong understanding of market pricing

Excellent communication skills

Proactive problem-solving approach

Tools

Radar

SQL

Job description

Working hours: This role is available on a part-time, job-share or full-time basis.

Location: London or Whiteley

Closing date for applications: 26th January 2026

The opportunity

Zurich is looking for a skilled analyst to join our fast-paced insurance environment and help drive profitable growth in our SME Etrade portfolio. Our e-Trade business is expanding rapidly—and we need a commercially minded analyst who can translate complex data into actionable pricing insights.

As a key member of the SME Etrade Portfolio Underwriting team, you’ll focus on using advanced analytical techniques to optimise our market pricing strategies. Your work will directly influence product performance, support strategic decision-making, and deliver measurable impact across our portfolio.

We value diverse experience and a growth mindset. If you’re passionate about transforming data into insight and thrive in a collaborative setting, we’ll support you with the tools and opportunities to keep developing your skills.

Key responsibilities

• Develop, refine, and monitor market pricing models and impact assessment on the SME Etrade portfolio.
• Support other analysts within the team to develop their technical capabilities for market price optimisation.
• Deliver regular, actionable insights to Portfolio Managers, using deep data analysis to identify trends and drive profitable growth.
• Collaborate with Product teams and Technical Pricing to leverage tools such as Radar for impact assessment and evaluation.
• Champion a positive, diverse, and supportive team culture, collaborating effectively with underwriting, product, and data colleagues.

Your skills and experience

• Portfolio underwriting and / or market pricing experience, preferably in SME
• Advanced data manipulation and analytical skills, with proven ability to interpret complex datasets.
• Experience with Radar would be beneficial, as would SQL, but a strong desire to learn would be considered.
• Strong understanding of market pricing, profitability metrics, and product strategy.
• Excellent communication skills, able to translate technical findings into clear business insight.
• Proactive, collaborative approach to problem-solving and continuous improvement.

What will you get in return

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Follow the link for more information about our benefits -

Who we are

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people, and our planet.
With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry. We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives, and contributions - then Zurich could be just the place for you. Be part of something great.

Our culture

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs, or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social, and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.