At a Glance
- Tasks: Lead portfolio management and performance analysis to drive strategic insights and decision-making.
- Company: Join Marsh Risk, a global leader in risk and insurance solutions.
- Benefits: Enjoy professional development, a vibrant culture, and flexible hybrid work options.
- Other info: Be part of a diverse team committed to innovation and inclusivity.
- Why this job: Make a real impact by optimising portfolio performance and collaborating with industry experts.
- Qualifications: Experience in portfolio management or insurance analytics is essential.
The predicted salary is between 58540 - 71548 £ per year.
Company:
Marsh Risk
Description
R_358402 – Portfolio Insight and Performance Manager
We are seeking a talented individual to join our Portfolio Solutions – Fast Track team at Marsh Risk.
This role will be based in London, Birmingham or Norwich.
This is a hybrid role that has a requirement of working at least three days a week in the office.
The
Portfolio Insight & Performance Manager is responsible for building and then leading a best-in-class, insurer-quality
Portfolio Management capability for Fast Track.
The role will establish the processes, insights, and governance required to monitor portfolio performance, identify emerging trends and risks, and support decision-making across the underwriting lifecycle.
Once established, the role will own the day-to-day portfolio insight and performance process, developing and monitoring both backward-looking and forward-looking metrics to provide a clear view of portfolio health.
This includes identifying key insights, opportunities, and potential challenges across the developing portfolio, and translating those insights into practical action plans in partnership with the
Chief Underwriting Officer (CUO) and
Regional Underwriting Leads .
The role will also lead the
Underwriting Business Plan process and ensure that Fast Track’s performance is considered through the combined lens of the client, broker, MGA, and carrier , balancing commercial growth with underwriting portfolio balance. The Portfolio Insight & Performance Manager will oversee both
Claims and Underwriting Performance analysis and will leverage central
Actuarial support and outputs to strengthen insight, planning, and execution.
We will count on you to
- Build and embed an insurer-quality portfolio management framework for Fast Track.
- Define and implement the processes, metrics, and governance required to monitor portfolio performance effectively.
- Develop and monitor both backward-looking and forward-looking portfolio performance metrics.
- Analyse portfolio trends to identify key insights, opportunities, and potential challenges.
- Work with the CUO and Regional Underwriting Leads to develop action plans in response to portfolio insights.
- Support initiatives aimed at improving portfolio performance, such as driving increased adoption in priority segments (e. g. German Cyber) to support indexation.
- Own and run the ongoing Underwriting Business Plan process.
- Coordinate inputs from placement, underwriting, actuarial, claims, and other stakeholders.
- Leverage central Actuarial outputs to inform portfolio analysis and planning.
- Interpret actuarial data and translate it into practical underwriting insight.
- Build strong working relationships to support informed and coordinated portfolio decisions.
What you need to have
- Experience in portfolio management, underwriting performance, actuarial analysis, insurance analytics, or a similar role.
- Strong understanding of underwriting performance, claims performance, and portfolio optimisation.
- Experience developing management information, metrics, and insight frameworks.
- Ability to translate complex data into clear commercial recommendations.
- Analytical and commercially minded
- Strategic, but practical and execution-focused
- Strong communicator and collaborator
What makes you stand out?
- Strong stakeholder management skills, with experience working across underwriting, claims, actuarial, and leadership teams.
- Ability to balance strategic thinking with hands-on execution.
- Experience working in or with MGA, carrier, broker, or client-facing insurance environments is highly desirable.
- Comfortable working across multiple stakeholder lenses
- Proactive, structured, and outcome-oriented
- Able to challenge constructively and influence decision-making
Why join our team
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
For more information about Marsh Risk, visit marsh. com, or follow us on Linked In and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment.
We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
We are an equal opportunities employer.
We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.
If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh. com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Portfolio Insight & Performance Manager in London employer: Marsh McLennan
Marsh McLennan is an exceptional employer, offering a vibrant and inclusive work culture that fosters professional growth and development. As a Pensions Risk Transfer Consultant in Greater London, you will have the opportunity to make a meaningful impact on clients and communities while managing diverse portfolios and leading projects. With a commitment to employee well-being and continuous learning, Marsh McLennan stands out as a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Insight & Performance Manager in London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Marsh McLennan). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Marsh McLennan. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Portfolio Insight & Performance Manager in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Marsh McLennan.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Marsh McLennan. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Marsh McLennan
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Marsh McLennan to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Marsh McLennan, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Marsh McLennan's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
