At a Glance
- Tasks: Analyse insurance portfolios and generate insights to drive decision-making.
- Company: Join InsurX, a pioneering tech company transforming the insurance industry.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on diversity and inclusion.
- Why this job: Be at the forefront of digitalising the insurance market and make a real impact.
- Qualifications: Experience in insurance analytics, strong communication skills, and technical evaluation expertise.
The predicted salary is between 49500 - 60500 £ per year.
InsurX are on a mission to build the technology that connects any broker and any insurer so they can exchange risk without friction. After our first partners signed up in late 2022, 27 broking houses and 22 insurers have now traded over $150m in premium using our technology. We’re targeting $1B of premium traded using our technology by the end of 2027. The insurance market is ripe for change and rapidly digitalising – this isn’t just our opinion, it’s the market’s consensus. The insurance industry is like investment banking in the late ‘70s: it’s about to go through its own “Big Bang”. InsurX is leading the charge.
We’re making a success of it by assembling a stellar team of diverse talent, uniting technology expertise with deep knowledge of the insurance business. Our team is united by intellectual curiosity and a determination to change insurance for the better.
About the Role: We’re looking for a Portfolio Analyst to join our Insurance Analytics space. This is an area of focus for InsurX as we look to deepen the level of insights we generate to our customers. You’ll be an integral part of this journey; shaping and producing what our customers consume. As you develop, you’ll begin to take ownership on the technical insights of the insurance portfolios that we support.
Key Responsibilities:
- Technical evaluation of portfolios, such as Broker Facilities and Smart Consortiums, being placed onto the InsurX exchange, including profitability, indexation and actuarial pricing review.
- Supporting the structuring of such deals and owning the production of data artifacts within the Broking Submission.
- Monitoring ongoing deal performance with the view of taking technical ownership on certain deals. This will include reviewing portfolio mix, rating levels, broker usage and loss performance, to drive insights that can be fed back to follow carriers, particularly through structured Quarterly Reviews.
- Surfacing insights on broker placement and carrier interactions and translating these into tangible actions for both internal and external clients.
- Developing internal capabilities to support the ongoing monitoring of live deals on the InsurX exchange.
- Supporting pre and post loss event analysis, and broader claims experience monitoring.
- Engaging with our third-party providers to actively improve the insights we generate.
- Be the point of contact for our external queries on Underwriting, Pricing and Exposure Management.
About You:
You’ll have some experience working in the Insurance space, be this at a Carrier, Broker or within the Insurtech space. This could be in an actuarial pricing, portfolio management capacity or otherwise; demonstrable capability in the technical evaluation of (re)insurance portfolios is key. You’ll be an effective communicator; able to work with a range of stakeholders by translating analytical output into clear practical recommendations. You’ll enjoy collaborating across teams and functions and be comfortable taking decisions where there is no established approach. The role is ‘front line’ - working side by side with the Commercial team as the technical counterpart.
Requirements:
- Technical experience within the (re)insurance market in Reserving, Pricing and/or Portfolio Management, ideally with a good understanding of Property and Casualty (re)insurance contracts.
- Excellent mathematical and analytical skills and a demonstrated logical, numerical and structured approach to problem solving.
- Expertise in Microsoft Excel and other Office applications.
- Experience in reporting on portfolio exposures to stakeholders as well as some familiarity with Catastrophe Models.
- Strong SQL skills and experience with relational databases (e.g. Postgres, Snowflake, MS SQL) and visualisation tools (Tableau, PowerBI, Metabase).
- Familiarity with another programming language such as VBA, .NET, Python is an advantage.
- Excellent communication and data storytelling skills - able to present insights to both technical and non-technical audiences and influence decision-making.
We are a Disability Confident organisation. We’re not here to build just another tech company — we’re building a team where diverse voices, ideas, and experiences come together to spark something new. We value people for who they are, irrespective of background, identity, ability or disability, and lived experience, because that’s what drives meaningful innovation. Inclusion isn’t a policy for us — it’s how we grow, win, and continually improve.
Our hiring is fair, transparent, inclusive, and accessible. If you have a disability or require adjustments at any stage of the process, just let us know — we’ll make it work. We care about skills, potential, and creativity, not box-ticking.
We are proud to be a Disability Confident organisation, actively working to ensure disabled people and those with long-term health conditions have the opportunities to fulfil their potential with us.
Portfolio Analyst Office: London employer: Wayfindi
Cleo is an exceptional employer that fosters a collaborative and innovative work culture, allowing Senior Polyglot Engineers to thrive in a hybrid/remote UK environment. With a strong focus on employee growth, mentorship opportunities, and the chance to work on impactful projects that enhance users' financial health, Cleo stands out as a rewarding place for those looking to make a difference in the fintech space.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst Office: 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 Wayfindi). 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 Wayfindi. 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 Analyst Office: 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 Wayfindi.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Wayfindi. 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 Wayfindi
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Wayfindi 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 Wayfindi, 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 Wayfindi'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.
