Senior Analyst, Portfolio Management
3 days ago
Sr Portfolio AnalystAs an integral member of the Small & Lower Mid-Market Portfolio Management team, the Sr Portfolio Analyst will be responsible for driving the Division's commercial P&C underwriting profitability, growth and digital transformation objectives. He/she will collaborate closely with advanced analytics and data science colleagues to advance real time underwriting and portfolio monitoring capabilities that enable profitable digitally enabled processing. Critical proficiencies will span data analytics, portfolio / product management, business analysis, complex problem solving, leadership and communication.ResponsibilitiesSupport strategic initiatives to advance portfolio management capabilities across pricing, underwriting, and monitoring through advanced data analyticsContributes to the execution of digital transformation initiatives under an Agile, dynamic operating modelCollaborate closely with actuarial and distribution function to maintain granular monitoring dimensionsContinuously monitor the health and performance of the portfolio across key dimensions, and oversee execution of underwriting actionChampion opportunities and recommendations to enhance P&L performanceSupport the development of predictive models and machine learning models around profitability, profile trending, exposure level analysis and competitive positionWork closely with IT, architecture, operations and other business stakeholders to recommend process improvements enabling speed, control and targeted actionsDevelop and design data visualizations to effectively communicate complex data sets and insights to stakeholdersQualifications4+ years of direct P&C product, portfolio management, corporate finance and/or actuarial experience, preferably in automated digital distribution modelsBS Degree or higher in Actuarial Science, Mathematics, Statistics, Computer Science, Business or FinanceExcellent analytical and communication skills to translate business results, challenges and solutions clearly and concisely to both functional stakeholders and senior managementData visualization and design experienceIntellectual curiosity: proactively seeks learning and able to quickly grasp new concepts, continuously expanding knowledge and expertiseStrong leadership, organizational and collaboration abilitiesExcellent organization skills with the ability to maintain detailed documentationThe pay range for the role is $72,300 to $122,900. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
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Senior Portfolio Analyst
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeSenior Portfolio AnalystThe Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services (PMCS) team as well as other stakeholders throughout the organization. The Senior Portfolio Analyst will be responsible for supporting Portfolio...
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Senior Portfolio Analyst
4 weeks ago
Charlotte, United States Manulife and John Hancock Full timeThe Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services (PMCS) team as well as other stakeholders throughout the organization. The Senior Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall...
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Senior Portfolio Analyst
4 days ago
Charlotte, North Carolina, United States Manulife Full time $120,000 - $200,000 per yearThe Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services (PMCS) team as well as other stakeholders throughout the organization. The Senior Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall...
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Portfolio Management Analyst
3 weeks ago
Charlotte, United States Quarterra Full timePosition Summary The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset...
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Portfolio Management Analyst
7 days ago
Charlotte, NC, United States Quarterra Full timePosition Summary The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset...
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Charlotte, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams.The Analyst will manage client account...
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Charlotte, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
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Investment Analyst Senior
2 weeks ago
Charlotte, United States Charlotte Staffing Full timeInvestment Analyst SeniorNovant Health is seeking an Investment Analyst Senior to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes...
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Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
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Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
