At a Glance
- Tasks: Support Portfolio Managers in underwriting activities and data analysis for business strategies.
- Company: Dynamic company in the insurance sector with a collaborative team culture.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Exciting opportunity for career growth in a fast-paced environment.
- Why this job: Join a growing team and make an impact on strategic business decisions.
- Qualifications: Strong analytical skills and experience in data management.
The predicted salary is between 45000 - 55000 € per year.
Country: United Kingdom of Great Britain and Northern Ireland
Creation Date: 22-Apr-2026
Employment Type: Permanent, Full time
Location: London
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. This will include:
- Support the coordination of underwriting activities for their respective division(s)
- Work closely with Portfolio Managers to implement change effectively for their respective division(s)
- Produce meaningful MI and analytics for the team
- Use data to produce innovative high-quality recommendations to improve underwriting portfolio analysis
- Support 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
- 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 is 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. The team was established in 2019 and is now a core embedded function within the organisation.
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 portfolio remediation, optimization, growth and business planning activities; support the relevant division with governance, control and audit activity; contribute to the implementation of change programmes in line with strategic plans
- Assist with the delivery of Portfolio Management owned meetings including but not limited to: the Quarterly Business Reviews and Portfolio Trend and Pricing Reviews for their respective divisions
- 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)
- Support and drive the IBU (integrated business unit) way of working throughout the business along with accountability for Portfolio Management IBU deliverables
- Build and maintain an understanding of how the partnered business operates
- 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
- Escalate issues where required and work with relevant parties to resolve. Proactive in keeping relevant parties informed of significant or challenging issues
- 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 analytical and problem-solving skills, with the ability to manage and prioritise multiple initiatives
- Strong communication and organisation skills, with the ability to effectively interact with internal business partners and foster a culture of effective working relationships
- Demonstrable experience of getting results through working collaboratively
- 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
Portfolio Analyst in London employer: Liberty Specialty Markets
As a Portfolio Analyst in our London office, you will join a dynamic and collaborative team dedicated to driving business success through innovative data analysis and strategic support. We pride ourselves on fostering a culture of growth and development, offering ample opportunities for professional advancement while ensuring a supportive work environment that values teamwork and open communication. With competitive benefits and a commitment to employee well-being, we are an employer of choice for those seeking meaningful and rewarding careers in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their business objectives and think about how your skills as a Portfolio Analyst can help them achieve those goals. This will show you're genuinely interested!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to data analysis and problem-solving. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Portfolio Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Analyst role. Highlight relevant experience and skills that match the job description, especially your analytical abilities and teamwork experience. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Be sure to mention any specific projects or experiences that demonstrate your problem-solving skills.
Showcase Your Data Skills:Since this role involves a lot of data analysis, make sure to highlight your proficiency in tools like Excel. Share examples of how you've used data to drive decisions or improve processes in previous roles. We love seeing those numbers in action!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Liberty Specialty Markets
✨Know Your Numbers
As a Portfolio Analyst, you'll be dealing with data and analytics. Brush up on your numerical skills and be ready to discuss how you've used data to drive decisions in the past. Prepare specific examples where your analysis led to successful outcomes.
✨Understand the Business
Familiarise yourself with the company's business model and the role of the Portfolio Management Team. Knowing how underwriting works and the key metrics that matter will show your genuine interest and help you answer questions more effectively.
✨Showcase Your Communication Skills
You'll need to interact with various stakeholders, so practice articulating your thoughts clearly. Think of examples where you've successfully collaborated with others or resolved conflicts, as this will demonstrate your ability to foster effective working relationships.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare for scenarios related to portfolio management, such as how you'd handle a sudden drop in performance metrics. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
