Portfolio Optimisation Analyst
Portfolio Optimisation Analyst

Portfolio Optimisation Analyst

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Analyse data to optimise market pricing strategies and drive profitable growth.
  • Company: Join Zurich, a leading global insurer with a strong commitment to diversity and inclusion.
  • Benefits: Flexible working options, competitive pension scheme, annual bonuses, and private medical insurance.
  • Why this job: Make a real impact in a dynamic environment while developing your analytical skills.
  • Qualifications: Experience in portfolio underwriting or market pricing, with strong data analysis skills.
  • Other info: Be part of a supportive team culture that values continuous improvement and community involvement.

The predicted salary is between 36000 - 60000 £ per year.

Working hours: This role is available on a part-time, job-share or full-time basis.

Location: London or Whiteley

Closing date for applications: 26th January 2026

The opportunity:

Zurich is looking for a skilled analyst to join our fast-paced insurance environment and help drive profitable growth in our SMEE trade portfolio. Our e-Trade business is expanding rapidly—and we need a commercial-minded analyst who can translate complex data into actionable pricing insights.

As a key member of the SMEE trade portfolio underwriting team, you’ll focus on using advanced analytical techniques to optimise our market pricing strategies. Your work will directly influence product performance, support strategic decision-making, and deliver measurable impact across our portfolio.

We value diverse experience and a growth mindset. If you’re passionate about transforming data into insight and thrive in a collaborative setting, we’ll support you with the tools and opportunities to keep developing your skills.

Many of our employees work flexibly in a variety of different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time. Please talk to us at interview about the flexibility you may need.

Key responsibilities:

  • Develop, refine, and monitor market pricing models and impact assessment on the SMEE trade portfolio.
  • Support other analysts within the team to develop their technical capabilities for market price optimisation.
  • Deliver regular, actionable insights to Portfolio Managers using deep data analysis to identify trends and drive profitable growth.
  • Collaborate with Product teams and Technical Pricing to leverage tools such as Radar for impact assessment and evaluation.
  • Champion a positive, diverse, and supportive team culture collaborating effectively with underwriting, product, and data colleagues.

Your skills and experience:

  • Portfolio underwriting and/or market pricing experience, preferably in SME.
  • Advanced data manipulation and analytical skills, with proven ability to interpret complex datasets.
  • Experience with Radar would be beneficial, as would SQL, but a strong desire to learn would be considered.
  • Strong understanding of market pricing, profitability metrics, and product strategy.
  • Excellent communication skills, able to translate technical findings into clear business insight.
  • Proactive, collaborative approach to problem-solving and continuous improvement.

What will you get in return?

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people, and our planet. With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

If you’re interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives, and contributions - then Zurich could be just the place for you. Be part of something great.

Our culture:

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves ensure everybody is made to feel welcome, regardless of their background, beliefs, or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social, and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

Inclusive employer statement:

As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. You’ll have the opportunity to let us know of any reasonable adjustment or practical support needed when you apply.

Portfolio Optimisation Analyst employer: Zurich

Zurich is an exceptional employer that prioritises employee wellbeing and development, offering a flexible work environment in London or Whiteley. With a strong commitment to diversity and inclusion, employees benefit from a comprehensive range of perks including a generous pension scheme, private medical insurance, and opportunities for continuous learning and community involvement. Join a collaborative team where your insights will directly impact the growth of our SMEE trade portfolio while being part of a globally recognised leader in the insurance industry.
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Contact Detail:

Zurich Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Optimisation Analyst

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you show that you're not just a fit for the role, but for the team too!

✨Tip Number 3

Practice your data storytelling skills! Be ready to explain how you've used data to drive decisions in the past. Use examples that highlight your analytical prowess and how it can benefit the SMEE trade portfolio.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of our awesome team at Zurich.

We think you need these skills to ace Portfolio Optimisation Analyst

Analytical Skills
Data Manipulation
Market Pricing Experience
SQL
Radar
Communication Skills
Problem-Solving Skills
Collaboration
Understanding of Profitability Metrics
Product Strategy
Continuous Improvement
Ability to Interpret Complex Datasets
Proactive Approach
Technical Capabilities Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your portfolio underwriting and market pricing experience, and don’t forget to showcase your analytical skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about transforming data into insights and how you can contribute to our SMEE trade portfolio. Keep it engaging and relevant!

Showcase Your Collaboration Skills: We love teamwork at StudySmarter! In your application, mention any experiences where you’ve successfully collaborated with others, especially in problem-solving or driving growth. It’s all about that positive team culture!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team!

How to prepare for a job interview at Zurich

✨Know Your Numbers

As a Portfolio Optimisation Analyst, you'll be dealing with complex datasets. Brush up on your data manipulation skills and be ready to discuss how you've used data to drive insights in the past. Prepare examples that showcase your analytical prowess and how it led to profitable outcomes.

✨Understand Market Pricing

Familiarise yourself with market pricing strategies and profitability metrics relevant to the SME sector. Be prepared to discuss how you would approach optimising pricing models and what tools you might use, like Radar. Showing that you understand the nuances of market pricing will set you apart.

✨Communicate Clearly

You’ll need to translate technical findings into actionable insights for Portfolio Managers. Practice explaining complex concepts in simple terms. Think about how you can convey your analytical results effectively, as strong communication skills are key in this role.

✨Show Your Collaborative Spirit

Zurich values teamwork and a positive culture. Be ready to share examples of how you've worked collaboratively in the past. Highlight your proactive approach to problem-solving and how you’ve supported others in developing their skills, as this aligns with their team-oriented environment.

Portfolio Optimisation Analyst
Zurich
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  • Portfolio Optimisation Analyst

    Full-Time
    36000 - 60000 £ / year (est.)
  • Z

    Zurich

    50-100
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