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- Tasks: Join our team as a Principal Portfolio Analyst, managing data strategies and portfolio analysis.
- Company: Allianz is the world's number one insurance brand, committed to innovation and diversity.
- Benefits: Enjoy flexible working, generous study packages, and discounts on insurance products.
- Why this job: Enhance your skills with top training platforms and contribute to impactful portfolio management.
- Qualifications: Experience in insurance, data analysis, and strong Excel skills are preferred but not essential.
- Other info: We support hybrid work patterns and welcome applications from diverse backgrounds.
The predicted salary is between 44000 - 66000 £ per year.
We currently have a great opportunity to work in our Mid-Market Portfolio Steering team as a Principal Portfolio Analyst. This will be a hybrid role based in our Guildford office. The Mid-Market Portfolio Steering team sits within the Commercial Technical department and closely works with the Underwriting Account teams, Underwriting branches, Pricing, Data, Claims and Actuarial teams to provide recommendations and decisions to support the profitable management of the Mid-Market lines of business in line with strategies and plan.
You will participate in the Global P&C Academy accreditation, enhancing your skills in underwriting, risk engineering, pricing, and claims management while exchanging best practices across the Allianz Group. Furthermore, for pricing-based roles, Allianz Insurance offers a generous study package to enable the actuarial qualification to be obtained through the Institute and Faculty of Actuaries in the UK. Our team values continuous learning; you can enjoy free access to top training platforms like DataCamp, Databricks Academy, and LinkedIn Learning. Additionally, we host Lunch and Learn sessions on key business topics hosted by experts across the team and monthly insight sessions, including the Data Science Forum and analyst forum, to refine your technical skills.
Salary Information
Pay: Circa £55,000 per year. Pay is based on relevant experience, skills for the role, and location. Salary is only one part of our total reward package.
About You
Your role will vary day to day, but here is a bit of what you can expect:
- Developing and managing the team data strategy, monitoring the data assets available to the Mid-Market Portfolio Steering team, and developing new data to support a richer view of portfolio analysis.
- Working with stakeholders from around the business to manage, update and control key portfolio data assets (e.g. trade, appetite and other segment mappings).
- Developing and managing the team reporting and dashboard strategy, including driving the approach to automate reporting and reduce reporting overhead in the team.
- Working with internal data and BI teams to design, develop and implement efficient reporting processes, dashboards and other reporting tools.
- Supporting and running in-depth portfolio analysis comprising, working with Underwriting Account teams, Pricing, Reserving, and other key stakeholders.
- Work alongside the pricing, underwriting and actuarial teams to shape, develop and embed new and existing pricing & portfolio methodologies into the portfolio steering rhythm and the wider commercial business.
Essential Skills
We don’t expect you to know everything from day one, but the following will enable you to hit the ground running:
- Significant experience working within a general insurer environment with strong financial awareness and a robust understanding of how to successfully manage top and bottom line performance of a portfolio.
- Strong understanding of commercial lines insurance data and metrics, and how these flow through to results and performance monitoring.
- Previous experience in account/portfolio management or pricing of Commercial Portfolios preferred, but not essential.
- Strong experience working in data and analytical environments, preferably within commercial lines insurance.
- Strong experience working in Microsoft Excel, with knowledge or understanding of SAS or SQL or equivalent programming languages preferable, but not essential.
- Proven ability to understand key underwriting, pricing and actuarial concepts and principles.
What We Will Offer You
Recognised and rewarded for a job well done, we have a range of flexible benefits for you to choose from- so you can pick a package that’s perfect for you. We also offer flexible working options, global career opportunities across the wider Allianz Group, and fantastic career development and training. That’s on top of enjoying all the benefits you’d expect from the world’s number one insurance brand, including:
- Flexible buy/sell holiday options
- Hybrid working
- Annual performance related bonus
- Contributory pension scheme
- Development days
- A discount up to 50% on a range of insurance products including car, home and pet
- Retail discounts
- Volunteering days
Our Ways of Working
Do you need flexibility with the hours you work? Let us know as part of your application and if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen. Here at Allianz, we are signatories of the ABIs flexible working charter. We believe in supporting hybrid work patterns, which balance the needs of our customers, with your personal circumstances and our business requirements. Our aim with this is to help innovation, creativity, and you to thrive - Your work life balance is important to us.
Diversity & Inclusion
At Allianz, we prioritize diversity and inclusion, demonstrated by our numerous accreditations: EDGE certified for gender inclusion, Women in Finance Charter members, Disability Confident employer, Stonewall Diversity Champion, Business in the Community’s Race at Work Charter signatories, and Armed Forces Covenant gold standard employer. We embrace neurodiversity and welcome applications from neurodivergent and disabled candidates, offering tailored adjustments to ensure your success. We encourage our employees to advocate for their needs, whether it’s assistive technology, ergonomic equipment, mentoring, coaching, or flexible work arrangements.
Accessible Application for All
As part of the Disability Confident Scheme, we support candidates with disabilities or long-term health conditions through the Offer an Interview Scheme, for those meeting the essential skills for the role. Contact our Resourcing team to opt into this scheme or for assistance with your application, including larger text, hard copies, or spoken applications.
For any inquiries or to submit your application, please contact: Matthew Mckevitt. We reserve the right to close the advert early if we reach enough applications. Closing date 08/07/25.
Join us - Let’s Care for Tomorrow.
Principal Portfolio Analyst employer: Allianz
Contact Detail:
Allianz Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Principal Portfolio Analyst
✨Tip Number 1
Familiarise yourself with the key concepts of commercial lines insurance, especially focusing on data metrics and portfolio management. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the role.
✨Tip Number 2
Network with professionals in the insurance industry, particularly those who work in portfolio analysis or related fields. Attend industry events or webinars to build connections and gain insights that could give you an edge in your application.
✨Tip Number 3
Brush up on your technical skills, especially in Microsoft Excel and any relevant programming languages like SQL or SAS. Being able to showcase your analytical capabilities will be crucial in demonstrating your fit for the Principal Portfolio Analyst role.
✨Tip Number 4
Research Allianz's values and recent initiatives, particularly around diversity and inclusion. Understanding their corporate culture will not only help you tailor your approach but also show that you align with their mission and values.
We think you need these skills to ace Principal Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, data analysis, and commercial lines insurance. Use specific examples that demonstrate your understanding of key concepts mentioned in the job description.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined, particularly in developing data strategies and working with stakeholders.
Highlight Relevant Skills: Emphasise your proficiency in Microsoft Excel and any experience with SAS or SQL. If you have worked in data and analytical environments, make sure to detail this experience as it is crucial for the role.
Showcase Continuous Learning: Mention any relevant training or certifications you have completed, especially those related to underwriting, pricing, or data analysis. This aligns with the company's value on continuous learning and development.
How to prepare for a job interview at Allianz
✨Understand the Role
Make sure you have a solid grasp of what a Principal Portfolio Analyst does. Familiarise yourself with the key responsibilities mentioned in the job description, such as managing data strategies and working with various teams. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Analytical Skills
Since the role involves significant data analysis, be prepared to discuss your experience with data and analytical environments. Highlight any specific tools or programming languages you've used, like Excel, SAS, or SQL, and provide examples of how you've applied these skills in previous roles.
✨Prepare for Stakeholder Interaction
The position requires collaboration with multiple stakeholders. Think of examples where you've successfully worked with different teams or departments. Be ready to discuss how you manage relationships and communicate effectively to achieve common goals.
✨Emphasise Continuous Learning
Allianz values continuous learning, so express your enthusiasm for professional development. Mention any relevant courses or certifications you’re pursuing or plan to pursue, especially those related to underwriting, pricing, or actuarial concepts, to show you're committed to growing in your field.