Senior Portfolio Management Analyst – 28832

The Emerald Group; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in London is seeking a Portfolio Management Analyst to support strategic goals. The role involves implementing portfolio frameworks, creating data visualization tools, and conducting analyses to enhance underwriting performance. Candidates should have a relevant degree, professional qualifications, and 2+ years of relevant experience. This is a permanent position based in London.

Qualifications

• Minimum 2 years of experience in portfolio management or related analytical role.
• Working knowledge of the London insurance market.
• Experience in databases and data governance.

Responsibilities

• Assist in implementing the Portfolio Management Framework.
• Design and maintain portfolio management tools in Power BI.
• Monitor portfolios and perform deep dive analyses.

Skills

Portfolio management

Data visualization

Analytical skills

Communication

Education

Bachelor’s degree in finance, economics, actuarial science, data science, engineering or related field

Professional qualifications (e.g., Actuarial, Data science, CFA, CII)

Tools

Power BI

Databases

Job description

Supporting the Head of Portfolio Management, this role is key in helping to shape and ensuring that their portfolio continuously aligns with their strategic goals and delivers optimal performance

• Location: London
• Type: Permanent

Key Duties (Including but not limited to):

• Assist in implementing the Portfolio Management Framework, to help ensure underwriting strategy aligns to the business plan and risk appetite and facilitate the feedback loop between underwriting and actuarial to support medium to long term business performance
• Design, create and maintain a holistic suite of portfolio management and data visualization tools and dashboards in Power BI
• Actively monitor portfolios and perform adhoc and deep dive analyses to understand drivers of underwriting performance, identify areas of risk and opportunity. Socialise insights, suggest and create buy-in for actions to enable the business to constantly course correct
• Bachelor’s degree in finance, economics, actuarial science, data science, engineering or related field
• Professional qualifications (e.g., Actuarial, Data science, CFA, CII) are highly desirable
• Minimum 2 years of experience in portfolio management, pricing, underwriting, or a related analytical role in re/insurance, working with large datasets to generate actionable insights to improve underwriting performance
• Working knowledge of the London insurance market and understanding of the main drivers of profit
• Experience in databases / warehouse architecture and data governance