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- Tasks: Analyse data to enhance portfolio performance and support strategic decision-making.
- Company: Reputable specialty insurance firm with a focus on collaboration and innovation.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Join a team that values collaboration and personal accountability.
- Why this job: Make a real impact in a dynamic environment while developing your analytical skills.
- Qualifications: Experience in insurance or data-focused roles with strong analytical skills.
The predicted salary is between 45000 - 55000 £ per year.
A well-established specialty insurance business with a strong reputation for underwriting expertise, disciplined portfolio management, and a collaborative culture. The organisation is continuing to invest in performance analytics, reporting capability, and strategic portfolio oversight as part of its broader growth and transformation agenda.
About the Role
This is a high-visibility analytical role focused on supporting portfolio performance, underwriting oversight, and strategic decision‑making within a complex insurance environment. The position is suited to someone who enjoys combining data analysis, reporting, and stakeholder engagement to help shape underwriting performance and portfolio optimisation. It offers the opportunity to influence decision‑making, improve management information, and support the evolution of portfolio oversight tools and processes.
Responsibilities
- Maintain, enhance, and develop a suite of portfolio management reports and management information, including complex Excel‑based reporting tools and dashboards.
- Support the transition of portfolio MI and dashboarding from Excel‑based tools into Power BI, including testing, validation, and user adoption support.
- Conduct regular portfolio monitoring to identify performance movements, emerging trends, and areas of risk or opportunity.
- Perform targeted portfolio and performance reviews to assess profitability, sustainability, and alignment to strategic objectives.
- Produce regular portfolio reporting for senior forums, committees, and leadership meetings, including summarising key findings and performance against plan.
- Provide analysis that informs and challenges portfolio strategy, planning assumptions, and performance steering decisions.
- Work closely with stakeholders across underwriting, actuarial, exposure management, and related business areas to ensure consistency, clarity, and a single source of truth in reporting.
- Contribute to wider strategic and operational initiatives as required, supporting broader portfolio management and transformation goals.
Qualifications
- Experience in the insurance or reinsurance market, ideally within portfolio management, financial analysis, actuarial, underwriting performance, or data‑focused roles.
Required Skills
- Strong analytical and quantitative capability, with the ability to interpret complex data and translate it into clear, commercial insight.
- Proven experience maintaining and improving reporting suites and MI drawn from multiple complex data sources.
- Advanced Excel skills, including the ability to interpret, amend, streamline, and troubleshoot VBA‑based reporting tools.
- Ability to produce high‑quality analysis at pace and operate effectively in a fast‑moving, commercially focused environment.
- Strong communication and presentation skills, with the ability to summarise key messages clearly for a range of stakeholders.
- High attention to detail, strong organisation, and the ability to manage multiple priorities to deadline.
- A collaborative mindset, personal accountability, and the confidence to challenge constructively where appropriate.
Preferred Skills
- Experience using Power BI, particularly in building dashboards and transitioning reporting from Excel into Power BI.
- Exposure to underwriting portfolio analysis, optimisation, or oversight frameworks.
- A strong academic background, ideally with a numerical degree.
Underwriting Portfolio Analyst employer: Equity City
Contact Detail:
Equity City Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Underwriting Portfolio Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those working in underwriting or portfolio management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your analytical skills! Prepare a mini portfolio of your best data analysis projects. Whether it’s Excel reports or Power BI dashboards, having tangible examples will impress potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job postings. Reach out directly to companies you admire, like ours at StudySmarter, and express your interest in potential roles. You never know what opportunities might pop up!
✨Tip Number 4
Stay engaged with the industry! Follow relevant blogs, join forums, and participate in webinars. This not only keeps you informed but also shows your passion for the field when you chat with potential employers.
We think you need these skills to ace Underwriting Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Underwriting Portfolio Analyst role. Highlight your analytical capabilities, especially in data interpretation and reporting, to show us you’re the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about this role and how your background in insurance or financial analysis aligns with our needs. Be sure to mention any experience with Power BI or advanced Excel skills!
Showcase Your Analytical Skills: In your application, provide examples of how you've used data analysis to influence decision-making or improve reporting processes. We love seeing real-world applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Equity City
✨Know Your Numbers
As an Underwriting Portfolio Analyst, you'll be dealing with complex data. Brush up on your analytical skills and be ready to discuss specific examples of how you've interpreted data in the past. Prepare to explain how your insights have influenced decision-making or improved reporting.
✨Excel and Power BI Proficiency
Make sure you're comfortable with Excel and Power BI, as these tools are crucial for the role. Be prepared to talk about your experience with VBA-based reporting tools and any dashboards you've created. If possible, bring examples of your work to showcase your skills.
✨Stakeholder Engagement is Key
This role involves a lot of collaboration with various stakeholders. Think of instances where you've successfully communicated complex information to different audiences. Highlight your ability to ensure clarity and consistency in reporting, as this will resonate well with the interviewers.
✨Stay Ahead of Trends
Demonstrate your understanding of the insurance market by discussing current trends and challenges. Show that you can identify performance movements and areas of risk or opportunity. This will not only show your industry knowledge but also your proactive approach to portfolio management.