Portfolio management - Senior Associate (FinMar)

WTW; Thane; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Willis Towers Watson is seeking a Portfolio Operations Analyst to support day-to-day administration and governance of the FINMAR panels. Working with Portfolio Managers in Ipswich and globally, you will ensure legal, financial and governance activities are delivered accurately and on time.

You will gain exposure to a wide range of operational, financial and governance processes, with learning and development opportunities within a supportive, cross-functional team across geographies.

Qualifications

• Graduate or Postgraduate degree required.
• Strong knowledge of data analysis and reporting skills.
• Excellent written and verbal communication; ability to work across geographies.

Responsibilities

• Assist with contract administration across insurer panels, including onboarding and renewals.
• Support accruals, revenue forecasting and financial reporting with data accuracy.
• Assist with insurer RFP processes and governance activities.
• Prepare and administer insurer panel reviews with timely information.
• Produce reports and data analyses to support portfolio decisions.

Skills

MS Office

Data analysis

Communication skills

Prioritization

Education

Graduate or Postgraduate degree in any discipline

Tools

Power BI

Job description

Description

Willis Towers Watson (NASDAQ: WTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets.

Willis Towers Watson (NASDAQ: WTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.

Together, we unlock potential.

About The Team

FINMAR Market Services (FMS) was established to support the rationalization of FINEX Global Carriers for the benefit of WTW clients. FMS provides services such as data analytics, carrier advocacy, pipeline management, and reporting to the carriers. It is highly aligned with group objectives, involving revenue growth, market rationalization, automated market selection (market match), and improved knowledge to support better client prospecting and service. It is a modernized broking methodology that uses analytics to measure and continuously improve the performance of insurers for the benefit of our clients.

The Portfolio Management Team is responsible for the overall health and performance of our panels, including insurer onboarding, panel governance, financial management, legal oversight and strategic development. Supporting this activity is the Portfolio Operations function, which provides consistent, efficient and high-quality operational delivery across all FINMAR panels globally.

About The Role

The Portfolio Operations Analyst will support the day-to-day administration and operational management of the FINMAR panels. Working closely with Portfolio Managers and senior stakeholders in Ipswich and globally, the role will help ensure that legal, financial and governance activities are delivered accurately, consistently and on time. This is an excellent opportunity for an organised and detail-oriented individual looking to develop their career within a supportive team environment. The role offers exposure to a wide range of operational, financial and governance activities, providing excellent opportunities for learning and professional development.

Principal Duties/Responsibilities

• Support contract administration activities across insurer panels, including onboarding, renewals, endorsements, contract tracking and maintenance of contract records
• Support accrual processing, revenue forecasting and financial reporting activities, maintaining data accuracy and escalating variances where appropriate
• Support the administration of insurer Request for Proposal (RFP) processes, including timeline management, documentation control, stakeholder coordination and record keeping
• Assist with the preparation and administration of insurer panel reviews, ensuring supporting information is accurate and available on a timely basis
• Coordinate with Legal, Finance and other support teams to facilitate efficient execution of portfolio activities
• As required, support invoicing, payment tracking and reconciliation activities, working closely with finance teams and other operational stakeholders
• Produce regular reports and data analysis to support portfolio management decision-making
• Assist Portfolio Managers with ad hoc requests, projects and operational initiatives as required
• Contribute to process improvement activity, helping drive standardisation, efficiency and consistency across global panels
• Work under a fast-changing environment, with the ability to switch priorities, yet produce high quality and accurate output
• Ensure ongoing, sustainable & dynamic relationships with stakeholders (internal /external) whilst managing their expectations
• Adherence & manage assigned team fundamental activities in accordance with compliance requirements

Qualifications

• Graduate or Postgraduate degree in any discipline

Experience

• Minimum 2 years of experience in financial services, insurance, operations, administration, or a related environment
• Experience working in global or cross-functional teams is advantageous

Knowledge

• Strong knowledge of Microsoft Office applications (Excel, PowerPoint, and Word)
• Understanding of data analysis, reporting, and interpretation
• Power BI knowledge is desirable

Skills

• Strong organisational, analytical, and problem-solving skills
• Proficiency in working with data, spreadsheets, and reporting
• Effective written and verbal communication skills
• Ability to manage multiple priorities, meet deadlines, and deliver high-quality work
• Ability to identify process improvement opportunities while adhering to established procedures
• Self-driven with the ability to work independently and manage assigned responsibilities

Core Competencies

• Attention to detail and commitment to accuracy
• Proactive, curious, and eager to learn
• Reliable, accountable, and adaptable
• Collaborative team player with the ability to work across geographies and cultures
• Positive mindset with strong ownership and business focus
• Comfortable working independently and within a global team environment

Application Process

• Application review
• Virtual or in person interviews
• Technical assessment / interview
• Offer & onboarding

WTW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.