Portfolio MI Analyst

3 months ago


London, United Kingdom Liberty Specialty Markets Full time

About the Role:

This role will form part of the Underwriting MI Analytics team working specifically as a dedicated resource with the Portfolio Management team. This will involve engaging heavily with this area of the business, to facilitate better data and data driven decisions benefitting our underwriting strategy. This will cover requirements gathering, liasing and communicating with Portfolio Management, Underwriters and analysts, reporting and creating high quality analytics. In addition, the role will progress the service to supply additional insights and trends to add value and information to end users wherever possible. This includes actively seeking new sources of relevant data where applicable, and exploring the potential of machine learning and other advanced capabilities to best support LSM and Portfolio Management.

The role will cover the entirety of the Portfolio Management team both Specialty and Commercial elements, in conjunction with the UW Analytics Lead. For that reason, the ownership and accountability of this role covers a range of Portfolio Analysts and will require someone to step in and manage the relationship and delivery of work as effectively as possible. It is a key function for the Data & Analytics team that poses great opportunity and responsibility for someone to oversee.

The role will also require ownership of workload and co-ordination in line with the Portfolio Management team’s expectations. This should ensure their MI and analytical needs are met with an emphasis on becoming a trusted business advisor, whilst remaining reactive to requests as they come in. The role will progress the MI service to supply additional insights and trends to add value and information to end users, including actively seeking new sources of relevant data where applicable to best support LSM underwriters.

The time spent will be split between developing reports in PowerBI and Alteryx, underpinned by SQL SSMS skills and some excel. Additional onboarding of new Salesforce data and other data streams are required. The remaining time will be spent supporting projects and business initiatives, enhancing data and analysis, ad-hoc tasks and working with the business to ensure the best approach is taken to data and reporting.

About the Department & Team:

The MI Department is a large team offering a comprehensive service on data, analytics and insights to the business. The team provides an excellent and inclusive culture designed to be supportive and help develop our analysts accordingly. We are a business facing team with a range of technical ability and Business Knowledge to help our integral function service our varied and many stakeholders. We encourage the team to work collaboratively and openly, and provide a platform for us to collectively deliver a key service further Liberty’s effectiveness and decision making process.

In this role, the MI department will form the unerlying network to support the Portfolio MI Analyst as they progress our service with Portfolio Management. This is a team supporting several key UW departments with varying skills, capability and requirements. The Portfolio Management team itself contains very engaged stakeholders who require regular and important assistance/progression with our data and reporting offering. The MI function and Portfolio Management have worked very successfully together to compliment each other and provide UWs and Senior Exec members with the information and analytical insights they require.

Key Responsibilities:

· Support Portfolio Management and Underwriting with data and analysis

·Act as key contact for MI Department in this field and provide relevant business knowledge

·Collect and understand requirements for new PowerBI reporting and deliver new reports

·Complete complex ad-hoc requests

·Work closely with the supporting service functions to further Portfolio Management engagement and solutions

·Promote the use of data and the profile of MI within the LSM

·Investigating new software/concepts that may assist MI or LSM

·Research new data availability that will enrich current data offerings and reports

·Develop LSM culture of data driven decision making through training and education

·Produce clear and concise reports to analyse business activity

·Manage stakeholders across multiple global offices and ensure communications are maintained.

·Any other duties as is reasonably requested.

·Adherence to all relevant regulatory requirements forms part of your role, and the demonstration of behaviours as set out in the Conduct Risk Policy, as they relate to your role, is core to LSM's commitment to our Liberty Values, placing customers at the centre of our business and behaving with integrity. LSM expects you to understand your responsibilities relating to all regulatory and internal requirements, and to proactively demonstrate compliance with these requirements and behaviours at all times. These requirements include the Senior Managers and Certification Regime Conduct Rules ,Solvency II, fair treatment of customers, Financial Crime, Data Protection, Conflicts of Interest, and Whistleblowing


Skills and Experience:

·Effectively interacts and communicates with clients and colleagues to understand what kind of information they need

·Experience working within a larger team and evidence of being an effective team player

·An understanding of the insurance function and data requirements therein.

·Excellent knowledge of PowerBI andcan clearly demonstrate knowledge on building reports to a high standard

·Strong business data analysis skills

·Strong communication skills, both written and verbal, with the ability to present complex information to non-technical stakeholders.

·Requires strong and relevant work experience gained in a similar role within the financial sector

·Knowledge of Microsoft SQL databases; can demonstrate how to write queries.

·Shows initiative in undertaking tasks and the ability to prioritise stakeholder needs

·Effectively uses and manipulates data from databases and I.T. systems to produce qualitative data for the business

Preferred Criteria:

·An understanding of alternative ETL systems such as (but not limited to) Alteryx

·Understanding of sharepoint functionality and Power BI adminstration

·Progression towards ACII

·Previous experience of using Power Automate to deliver end user value

About Liberty Specialty Markets (LSM)

Liberty Specialty Markets is part of Global Risk Solutions and the broader Liberty Mutual Insurance Group, which is a leading global insurer. We offer a breadth of world-class insurance and reinsurance services to brokers and insureds in all major markets.

Our people are key to our success. That is why "Put People First" is one of the five Liberty values which unite us as a global organisation. We bring this to life for our colleagues through:

Offering a vibrant and inclusive environment and committing to their career development. Promoting diversity, equity and inclusion (DEI). Our Inclusion Matters framework and employee-led networks strengthen the diversity of our workforce and our inclusive environment. Reinforcing that collaborating together to share our unique perspectives help us make better decisions, deliver innovative solutions and pursue our ambitious goals. A supportive culture, which includes promoting a healthy work-life balance and working flexibly.
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