This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Description The Portfolio Management Team is responsible for the overall health and performance of our panels, including ownership of the end‑to‑end processes through which insurer partners join a panel, ensuring they are the right strategic and commercial fit. The team conducts regular panel reviews to assess performance, sustainability, and alignment with FINMAR and FINEX objectives. The team also holds accountability for legal, financial, and internal regulatory governance, ensuring panels operate within agreed frameworks and standards. In addition, Portfolio Management plays an active role in strategy development and cross‑group initiatives, sitting at the heart of FINMAR and supporting projects that shape the continued evolution of Global FINMAR. The Role: Oversight and responsibility of the performance and composition of the insurer base for the panels in one or more geographical regions. Lead periodic panel performance reviews, using data, market insight and broker feedback to drive strategic recommendations on panel composition, insurer participation and portfolio optimisation. Analyse data and use trading and market insights (via meetings with Brokers and Insurers) to understand and provide subject matter expertise on the overall health of the panel and its individual insurers. Support insurers, where required, to improve analytics or provide guidance particularly in relation to the data services. Ownership of panel financial performance, including budgeting, revenue forecasting, accrual oversight and coordination with finance teams to ensure accurate reporting and invoicing. Overall responsibility for the FINMAR contracts for your panels, working closely with group legal and the insurers. Be able to analyse data efficiently and use this insight together with market and business knowledge to make recommendations/proposals & resolve complex problems for clients and stakeholders. Demonstrate attention to detail, with high level focus on quality. Proficient in using core Microsoft products such as Excel, PowerPoint and Word. Knowledge of Power BI would also be an advantage. What We Offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Equal Opportunity Employer We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Locations
Portfolio Management Director in Ipswich, Suffolk employer: WTW
WTW is an exceptional employer that prioritises inclusivity and employee wellbeing, offering a comprehensive benefits package that includes 25 days of annual leave, private healthcare, and a defined contribution pension scheme. The work culture fosters professional growth through hybrid working options and opportunities to engage in meaningful community service, making it an ideal environment for those looking to develop their careers while contributing positively to society.
