Portfolio Solutions Expert

4 days ago


Union, Kentucky, United States Genius Road, LLC Full time
Role Overview:

We are seeking a highly skilled Portfolio Solutions Expert to support our client's Private Equity partners in Cincinnati, Ohio. As an Associate, Risk Management Specialist, you will play a critical role in improving portfolio performance through data analysis and risk assessment. This dynamic position combines project management, client interaction, and business acumen, offering variety each day.

Salary Estimate: $65,000 - $85,000 per year.

About the Job:
This role is ideal for individuals with a strong background in data analysis, project management, insurance, or risk management. You will be responsible for analyzing portfolio performance data to provide actionable insights and recommendations, assessing risk, building relationships with private equity executives, and overseeing multiple projects.

Key Responsibilities:
  • Analyze portfolio performance data to provide data-driven recommendations.
  • Assess risk, including monitoring claims trends and employee benefit costs, to mitigate issues.
  • Build and maintain relationships with private equity executives, delivering insights and solutions.
  • Oversee multiple projects, ensuring timely delivery of portfolio solutions (insurance, benefits, retirement).
  • Prepare performance reports for private equity firms on insurance programs, benefits plans, and retirement accounts.
  • Collaborate with internal teams (due diligence, brokers) to manage risk and client transitions.
  • Identify and drive sales opportunities, collaborating with M&A teams and partners.

Requirements:
  • Bachelor's degree in Business, Finance, Data Science, or related field.
  • 3+ years of experience in data analysis, project management, insurance, or risk management.
  • Familiarity with insurance brokers or portfolio companies is a plus.
  • Proficiency in Microsoft Office 365 and data analysis tools (Excel, Power BI).
  • Strong written and verbal communication skills; comfortable engaging with C-suite executives.
  • Solid financial acumen and analytical thinking.
  • Willingness to travel domestically.
  • Insurance licensure is not required but can be supported if desired.

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