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Portfolio Analyst

3 months ago

UK, UK, United Kingdom Lorien Full time

Role Title: Portfolio Analyst

Department: Underwriting

Team: Portfolio Management

Location: London

Type: Fixed Term Contract


About the Role


The Portfolio Analyst will work across the team to support the Portfolio Managers in aiding the underwriting team to ensure business objectives and initiatives are met.


  • Support the coordination of underwriting activities for their respective division(s)
  • Work closely with Portfolio Managers and stakeholders to implement change effectively for their respective division(s)
  • Using data to produce innovative high-quality recommendations to improve underwriting portfolio analysis
  • Supporting the implementation of strategies to achieve business plans for their respective underwriting teams
  • Work with internal stakeholders, be the first line point of contact for queries and represent the portfolio manager when unavailable for their respective division(s)
  • Support the Portfolio Managers with initiatives and strategic projects
  • To provide support to Portfolio Managers in respect of all non-underwriting matters


About the Department & Team

The Portfolio Management Team reports into the Chief Underwriting Officer and are responsible for supporting the implementation, execution and monitoring of business strategies related to underwriting performance.


Portfolio Management is a cross functional discipline, requiring collaboration & communication across several key departments which form an integrated business unit.


The London Portfolio Management team consists of 13 members and has separate representation within other regions.


Key Responsibilities

Assist with revenue forecasting and reporting to key stakeholders including management and finance


  • Assist the work of the Portfolio Manager by: performing analysis to support with portfolio remediation, optimization, growth and business planning activities; supporting the relevant division with governance, control and audit activity; contributing to the implementation of change programmes in line with strategic plans
  • Build and maintain working relationships with stakeholders within Portfolio Management, the underwriting divisions and associated control & support functions (Actuarial, Finance, MI, Governance, Risk, Audit & Compliance)
  • Coach and provide on-the-job support to junior colleagues
  • Provide support for non-underwriting activities including but not limited to: data collation for regulatory returns/reviews; preparation for governance meetings; internal audit
  • Ensuring the provision of accurate and timely data appropriate for the needs of the underwriters and Portfolio Managers including but not limited to; support in the delivery of the Business Plan; outwards reinsurance reports; and internal management reports
  • Maintain a working understanding of commercial and regulatory environment as well as internal trends and developments within the portfolio
  • Liaise with all Portfolio Managers and Analysts to support execution of best practice across the team


Skills and Experience

  • Ability to analyse and interrogate data
  • Strong communication and organisation skills. Ability to effectively interact with internal business partners and foster a culture of effective working relationships
  • Ability to work independently to meet team goals, and to work as a member of a high performing team to accomplish goals
  • Good knowledge of Microsoft office systems, especially excel