Senior Portfolio Management Analyst – 28832

The Emerald Group; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading company in London is seeking a Portfolio Management professional to support the Head of Portfolio Management. This role involves aligning portfolio strategies with business goals, developing data visualization tools, and performing in-depth analysis to enhance underwriting performance. Applicants should have relevant education and experience in portfolio management, with a strong understanding of the insurance market and data analytics.

Qualifications

• Minimum 2 years of experience in portfolio management or a related analytical role.
• Professional qualifications like CFA or actuarial science are desirable.
• Strong understanding of London insurance market dynamics.

Responsibilities

• Assist in implementing the Portfolio Management Framework.
• Design and maintain portfolio management and data visualization tools.
• Monitor portfolios and provide insights to improve performance.

Skills

Data visualization

Data analysis

Portfolio management

Education

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

Tools

Power BI

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