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- Tasks: Support Portfolio Managers in underwriting activities and data analysis for business objectives.
- Company: Dynamic company focused on innovation and collaboration in the insurance sector.
- Benefits: Inclusive environment, career development, flexible work, and a strong focus on diversity.
- Other info: Great opportunities for growth in a supportive and collaborative culture.
- Why this job: Join a vibrant team and make a real impact on underwriting strategies and performance.
- Qualifications: Strong analytical skills, communication abilities, and experience with data analysis.
The predicted salary is between 40000 - 50000 £ per year.
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 with portfolio remediation, optimisation, 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
- 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
- Provide support for non‑underwriting activities including but not limited to: data collation for regulatory returns/reviews; preparation for governance meetings; internal audit
- Ensure 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 the 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. 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
Benefits
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 helps 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.
Portfolio Analyst: Underwriting in London employer: Liberty Specialty Markets
Contact Detail:
Liberty Specialty Markets Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst: Underwriting in London
✨Tip Number 1
Network like a pro! Reach out to current employees in the Portfolio Management team on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Personal connections can make all the difference!
✨Tip Number 2
Prepare for your interview by diving deep into the company’s recent projects and initiatives. Show that you’re not just interested in the role, but also in how you can contribute to their ongoing success. We love seeing candidates who are genuinely engaged!
✨Tip Number 3
Practice your analytical skills! Since the role involves data analysis, brush up on your Excel skills and be ready to discuss how you’ve used data to drive decisions in past roles. We want to see your problem-solving prowess in action!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team. Let’s get you on board!
We think you need these skills to ace Portfolio Analyst: Underwriting in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Portfolio Analyst role. Highlight your analytical skills and any experience with data management or underwriting processes. We want to see how you can support 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 business objectives. Let us know how you can contribute to our success!
Showcase Your Communication Skills: Since you'll be liaising with various stakeholders, it's crucial to demonstrate your strong communication abilities. Use clear and concise language in your application to show us you can effectively interact with others.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 analytical skills and be ready to discuss how you've used data to make recommendations in the past. Prepare specific examples that showcase your ability to analyse and interrogate data effectively.
✨Understand the Business
Familiarise yourself with the company's business model and the role of the underwriting team within it. Being able to articulate how your work as a Portfolio Analyst can support business objectives will show that you’re not just focused on numbers but also understand the bigger picture.
✨Build Relationships
Since this role involves liaising with various stakeholders, think about how you can demonstrate your communication skills. Prepare examples of how you've successfully built working relationships in previous roles, especially in cross-functional teams.
✨Be Proactive
Show your potential employer that you're proactive by discussing times when you've taken the initiative to solve problems or improve processes. This is particularly important in a role that supports change programmes and strategic projects, so come prepared with relevant examples.