Senior Portfolio Analyst in London

Senior Portfolio Analyst in London

London Full-Time 50000 - 60000 £ / year (est.) No working from home possible
Oliver James Associates Ltd.

At a Glance

  • Tasks: Drive portfolio performance and deliver data-driven insights using Power BI.
  • Company: A growing specialty insurance business with a focus on innovation.
  • Benefits: Competitive salary, career growth, and the chance to make an impact.
  • Other info: Opportunity for visibility and ownership in a dynamic environment.
  • Why this job: Join a high-growth team where your work truly matters.
  • Qualifications: 3+ years in portfolio management and strong Excel skills required.

The predicted salary is between 50000 - 60000 £ per year.

We're partnering with a growing specialty insurance business seeking a Senior Portfolio Management Analyst to help drive portfolio performance and strategic decision-making. You'll work closely with underwriting and actuarial teams, delivering data-driven insights, building Power BI dashboards, monitoring portfolio performance, and supporting risk and profitability analysis.

Qualifications

  • 3+ years' experience in portfolio management, pricing, underwriting, reserving, or a similar insurance analytics role
  • Strong Excel and Power BI skills
  • Experience analysing large datasets and influencing business decisions
  • SQL, Python or R desirable

A fantastic opportunity to join a high-growth business where you'll have real visibility, ownership, and impact.

Senior Portfolio Analyst in London employer: Oliver James Associates Ltd.

Join a dynamic and rapidly expanding specialty insurance business that values innovation and collaboration. As a Senior Portfolio Analyst, you'll enjoy a supportive work culture that fosters professional growth and offers opportunities to make a tangible impact on portfolio performance. With access to cutting-edge tools like Power BI and a focus on data-driven decision-making, this role provides a unique chance to thrive in a forward-thinking environment.

Oliver James Associates Ltd.

Contact Details:

Oliver James Associates Ltd. Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Portfolio Analyst in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

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We think you need these skills to ace Senior Portfolio Analyst in London

Portfolio Management
Pricing
Underwriting
Reserving
Insurance Analytics
Excel
Power BI

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Oliver James Associates Ltd..

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Oliver James Associates Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Oliver James Associates Ltd.

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Oliver James Associates Ltd..

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Oliver James Associates Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Oliver James Associates Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.