Portfolio Analyst

Allianz; Chicago (IL); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading company in the insurance sector seeks a Portfolio Analyst to enhance operational efficiency in Chicago. The role involves analyzing data to optimize the portfolio, ensuring compliance with global standards, and driving organizational change. This position requires a mix of analytical, project management, and communication skills along with a strong educational background.

Benefits

Generous bonus scheme

401K plan

Flexible working arrangements

Private healthcare

Qualifications

• 5 years of experience in portfolio management and data analysis in insurance.
• Experience in driving business process improvements.
• Ability to analyze data sets and provide actionable insights.

Responsibilities

• Lead efforts to strategically steer the portfolio in alignment with organizational goals.
• Analyze portfolio performance and provide recommendations for optimization.
• Compile and share best practices across departments.

Skills

Data analysis

Analytical skills

Problem-solving skills

Project management

Communication skills

Education

Bachelor’s degree in business administration/mathematics/statistics/finance/actuarial background

Tools

Excel

Power BI

Job description

1 week ago Be among the first 25 applicants

We are looking for a Portfolio Analyst, based in Chicago, IL or O’Fallon, MO

Your Team

The Chief Technical Office (CTO) is responsible for working with technical functions including Pricing, Product Management, Underwriting Integrity, Reinsurance, Portfolio and Accumulation Steering including Catastrophe Management, and Risk Consulting to ensure we are building Technical Excellence across our North America region, and in alignment with the overall global approach.

The Impact You Will Have

Reporting to the Head of Portfolio Steering and Business Analytics, you will be responsible for identifying and implementing business process improvements to enhance operational efficiency. You will balance standardization with individual business needs, managing stakeholder expectations and driving alignment across diverse business functions. You will also ensure that change management principles are effectively applied in transformation initiatives, maintaining agility in a rapidly changing regulatory and business environment.

Some of your specific responsibilities could include:

• Leading efforts to strategically steer the regional portfolio, ensuring alignment with organizational goals and objectives.
• Analyzing portfolio performance and providing high-level recommendations for optimization.
• Conducting detailed data analysis to interpret financial information and generate comprehensive reports that provide actionable insights.
• Ensuring compliance with global standards and governance frameworks, including internal standards and external regulatory requirements.
• Developing proposals for improving the Allianz Commercial Operating Framework and ensuring alignment with industry regulations.
• Identifying operational business improvement opportunities related to organization, business processes, and IT applications and supporting the creation of project proposals, including cost/benefit analysis and resource planning.
• Compiling and sharing best practices across departments, fostering a culture of continuous improvement.
• Serving as a liaison between business stakeholders and technical teams to ensure clear understanding of requirements.
  
  

What You’ll Bring To The Role

• 5 years of experience in assisting with portfolio management and optimization and conducting data analysis and generating insights in the insurance industry.
• Experience in identifying and driving business process improvements and organizational capabilities.
• Ability to analyze data sets and provide actionable insights using Excel and Power BI;
• Strong analytical, numerical and adaptive problem-solving skills, using logical and methodological approach.
• Ability to identify problems, evaluate solutions, and implement effective strategies.
• Ability to make strategic decisions and drive organizational change.
• Project management skills, ensuring alignment with strategic priorities and timely delivery.
• Ability to utilize AI tools to support day-to-day tasks, improve efficiency and contribute to data-driven decision making.
• Excellent written and verbal communications skills, with an ability to develop and positively influence key, strategic position holders across locations and functions; and
• Bachelor’s degree in business administration/mathematics/Statistics/Finance and/or Actuarial background.
  
  

The annualized base pay range for this role is $80,000 - $120,000. The annual base salary range represents a nationwide market range. The actual salary for this position may be above and will be determined by a number of factors, including the scope, complexity and location of the role, the skills, education, training, credentials and experience of the candidate. The base pay is just one component of the AzC total compensation package. As part of our comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards.

71847 | Data & Analytics | Professional | Allianz Commercial | Full-Time | Permanent

What’s in it for you?

Let’s Care About Everything That Makes You, You

We are committed to nurturing an inclusive environment where everyone feels they belong. We offer a hybrid working model, which recognizes the value of striking a balance between in-person collaboration and remote working. Please feel free to discuss flexible working arrangements with us.

Let’s care for your financial wellbeing

We believe in rewarding performance with a great compensation and benefits package (details vary by location), including a generous bonus scheme and 401K.

Let’s care for your opportunities to progress

From career development and digital learning programs to international career mobility, we offer lifelong learning for our employees worldwide and an environment where innovation, delivery and empowerment are fostered.

Let’s care for life’s twists and turns

From our support for flexible working, health and wellbeing (including private healthcare and generous parental leave benefits), to helping people return from career breaks with experience that nothing else can teach. We’ve got your back.

Let’s care for our society and our planet

With opportunities to be engaged in shaping a future that is safe, inclusive and sustainable, we care for the tomorrows of our people, our industry and our clients.

Care to join us?

Allianz Commercial (AzC) is a global corporate insurance carrier and part of Allianz Group. We provide risk consultancy, Property-Casualty insurance solutions and alternative risk transfer for a wide spectrum of commercial, corporate and specialty risks across 10 dedicated lines of business. Learn more about us by clicking here.

Allianz is an equal opportunity employer, and therefore welcomes applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability, sexual orientation or any other protected characteristic. Diversity of thinking is an important part of our company culture.

Recruitment Agencies:

AzC has an in-house recruitment team, which focuses on sourcing great candidates directly.AzC does not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact managers directly.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services and Insurance

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