CrawlJobs Logo

Portfolio Analyst

eamesconsulting.com Logo

Eames Consulting

Location Icon

Location:
United Kingdom , London

Category Icon
Category:
Insurance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

90000.00 GBP / Year
Save Job
Save Icon
Apply Position

Job Description:

Our client, a start-up within the insurance space, is looking to hire a Portfolio Analyst in this non-traditional role. Looking for those who are commercially minded and who have strong communications skills. Would suit individuals who want to be in a fast paced environment and in a visible role where you are utilising actuarial analysis in a non-traditional way. Open to actuaries and non-actuaries. In this role you will be doing technical evaluation of portfolios, supporting the structuring of deals, providing insights on broker placements etc. This is a truly unique role.

Job Responsibility:

  • Technical evaluation of portfolios
  • supporting the structuring of deals
  • providing insights on broker placements

Requirements:

  • Commercially minded
  • strong communications skills
  • want to be in a fast paced environment
  • want to be in a visible role
  • utilising actuarial analysis in a non-traditional way
  • open to actuaries and non-actuaries

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Eames Consulting - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Portfolio Analyst

Credit Portfolio Analyst - Investment Risk

The Credit Portfolio Risk Analyst role is within the Wealth Lending Risk Managem...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-3 years of experience in consumer risk analytics and managing regulatory projects from credit risk perspective
  • Experience in managing data, rule-based automation and managing the end-to-end data life cycle
  • Knowledge and prior experience in investment products (Bond, Stocks, Funds etc.), trading products, wealth management, systems and key processes would be an added advantage
  • Ability to apply credit and risk principles toward business goals
  • Consistently demonstrate clear and concise written and verbal communication
  • Ability to remain organized in a fast-paced environment, managing multiple projects
  • Strong self-starter, pro-active and team player
  • Good attitude, willingness to learn and possessing high integrity
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Lead technology upgrades & enhance automation of existing processes related to MSBF & IPF
  • Lead the Credit Decision Engine (CDE) project and manage the end-to-end automation of Facility Opening including digitization and setting up of a rule based Straight Through Process
  • Support system implementation and process enhancements with respect to data across multiple products and retail formats for global & local reporting
  • Interpret MIS and continuously upgrade on the same through automation
  • Conduct Mark to market process, issue margin calls to RMs and follow up on timely resolution as a backup
  • Continuously identify process improvements and efficiencies to support business unit goals through dissecting issues and making recommendations
  • Establish cross-functional partnerships and networks to support the cross-functional business initiatives
  • Appropriately assess risk when business decisions are made
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • Traditional learning opportunities
  • Opportunity to give back and make a positive impact through volunteerism
  • Resources to meet unique needs
  • Empowerment to make healthy decisions
  • Support for managing financial well-being and planning for future
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in credit risk analysis or corporate banking
  • experience in financial analysis, accounting and valuation
  • knowledge of accounting and corporate finance, financial modelling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • consistently demonstrate clear and concise written and verbal communication
  • proven ability to work with little direction and in a team
  • demonstrated accountability, self-motivation and business acumen
Job Responsibility
Job Responsibility
  • conduct risk assessments and client credit analyses, review financial results and peer analyses and prepare financial projections
  • escalate credit concerns/updates to senior risk and business managers and propose risk mitigation action
  • develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques
  • utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
  • assist with portfolio review preparation and conducting stress tests
  • build working relationships with various teams across the bank
  • appropriately assess risk when business decisions are made
  • Fulltime
Read More
Arrow Right

Portfolio Performance Analyst

The role will suit a candidate with a “can do” approach, keen to get broad exper...
Location
Location
Cyprus , Nicosia
Salary
Salary:
Not provided
www-ap.albourne.com Logo
Albourne
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree with a business/economics/mathematics/accounting and/or finance background or any equivalent numerical degree
  • Excellent command of the English language as well as exceptional communication skills (both oral and written)
  • Strong numerical skills, with high attention to detail and accuracy
  • Self-starter with strong aptitude for learning, and problem solver
  • Literacy in Microsoft Excel
  • Minimum of 2 Years of experience in a related role will be also considered an advantage
  • Eligible to work in Cyprus
Job Responsibility
Job Responsibility
  • Setup and ongoing monitoring of Private Markets and Hedge Fund portfolios
  • Analyse data to produce ongoing and ad hoc portfolio performance reports
  • Capture and process cash flow activity to calculate investment and portfolio level returns and metrics
  • Reconcile account statements to custodian records, investigating any discrepancies
  • Liaising with Fund Managers, Custodians and Administrators globally in the collection, clean-up and processing of client and fund data
What we offer
What we offer
  • Support for professional qualifications (such as CFA and CAIA)
  • Career growth and tools for ongoing learning and development
  • Medical insurance for you and your dependents
  • Provident fund
  • Yearly bonus dependent upon performance and company growth
  • Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
  • 5 additional service recognition holidays in surplus to standard annual leave
  • Albourne Training Days (minimum of 40 hours per year)
  • Free office parking
  • A supportive, multi-cultural work environment
  • Fulltime
Read More
Arrow Right

Portfolio Performance Analyst

This role is pivotal in leading data validation efforts for client portfolio con...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
  • 2+ years’ experience working in a financial services or fintech environment
  • Sound understanding of financial instruments and portfolio data
  • Experience with Python is a requirement
  • Excellent communication, organisation, and time-management skills
  • Self-motivated, adaptable, and comfortable working in a fast-paced setting
  • A proactive team player with a strong work ethic and positive approach
  • Must have and maintain the right to work in the United Kingdom from the first day of employment
Job Responsibility
Job Responsibility
  • Lead the end-to-end data validation process for client onboarding and data conversion projects
  • Facilitate regular client meetings and working sessions throughout the project lifecycle
  • Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
  • Review and document differences in calculation methodologies between systems
  • Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
  • Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
  • Manage multiple concurrent projects and prioritise effectively to meet deadlines
  • Identify and help drive process improvements to increase efficiency, accuracy, and automation
What we offer
What we offer
  • Reasonable accommodation for individuals with disabilities
  • Commitment to equal opportunity and diversity
  • Global flexible workforce model
  • Fulltime
Read More
Arrow Right

Portfolio Performance Analyst

A Portfolio Data Consultant (Portfolio Performance Analyst) leads the end-to-end...
Location
Location
United States , Salt Lake City
Salary
Salary:
74000.00 - 93000.00 USD / Year
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • B.S in Finance, Mathematics, Statistics, Business or Economics
  • 2+ years experience working in Finance and Technology
  • Understands financial markets and has experience with financial products and portfolio data
  • Positive attitude, strong work ethic, proactive and a high contributing teammate
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Excellent communication, organizational, and time-management skills
Job Responsibility
Job Responsibility
  • Lead the data validation process end-to-end with the client and internal projects teams
  • Hold recurring training and working sessions with the clients throughout the data validation project until completion
  • Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix the data issues
  • Review, compare, and document system calculation methodologies differences
  • Coordinate across project teams, communicating regular status updates for assigned data projects and while effectively setting expectations
  • Raise key issues to project team members and senior leadership
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation
What we offer
What we offer
  • bonus
  • equity
  • benefits
  • reasonable accommodation for individuals with disabilities
  • Fulltime
Read More
Arrow Right

Credit Portfolio Sr Analyst

The Credit Risk Senior Analyst (AVP) is an intermediate-level position responsib...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years relevant experience
  • Knowledge of consumer risk analytics
  • Ability to apply credit and risk principles toward business goals
  • Demonstrated ability to synthesize, prioritize and drive results with a sense of urgency
  • Proven ability to remain organized in a fast-paced environment, managing multiple projects
  • Proven interpersonal, organizational and analytic skills
  • Ability to work under pressure, multi-task and prioritize to meet deadlines
  • Highly proficient in MS Office – (Excel, Word, PowerPoint)
  • Proficiency in SAS is preferred
Job Responsibility
Job Responsibility
  • Contribute to the quarterly submissions for IFRS9 provisioning process, work with finance stakeholders to ensure timely submission of the provision numbers
  • Contribute to the quarterly/annually submissions for Stress Testing, regulatory and non-regulatory (CCAR/ICAAP/IWST) submission for loss forecasting
  • Manage stress test for the entire credit spectrum across multiple products (retail) and prepare risk management presentations for senior management
  • Analyze model outputs and relate to portfolio and macroeconomic trends
  • Utilize Statistical Analysis System (SAS) to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
  • Participate in developing, testing, and optimizing statistical risk models, ensuring consistency and regulatory compliance for the purpose of loss forecasting and/or IFRS9 provisioning with Model Developers
  • Perform Model Monitoring, Validations as per Model Risk Management Guideline
  • Manage IFRS9 provisioning for the entire credit spectrum across multiple products and prepare risk management presentations for senior management
  • Appropriately assess provision adequacy safeguarding Citigroup and its assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • Extensive on-the-job training
  • Exposure to senior leaders
  • Work-life balance initiatives
  • Opportunity to volunteer and give back
  • Comprehensive global benefits
  • Fulltime
Read More
Arrow Right

Credit Portfolio Intermediate Analyst

The Credit Portfolio Intermediate Analyst is an intermediate-level position resp...
Location
Location
India , Mumbai; Haryana
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of relevant experience
  • experience in financial analysis, accounting and valuation
  • consistently demonstrate clear and concise written and verbal communication
Job Responsibility
Job Responsibility
  • resolve issues and recommend solutions to moderate problems
  • integrate specialty area knowledge with an understanding of industry standards and practices and how teams collaborate to accomplish goals of the sub-function/job family
  • serve as an industry expert and advisor
  • analyze and approve counter-party credit limits for trading, transactional and financing businesses with funds
  • develop risk management framework and processes for funds
  • advise businesses and clients on transaction structures and negotiate credit terms
  • has the ability to operate with a limited level of direct supervision
  • can exercise independence of judgement and autonomy
  • acts as SME to senior stakeholders and/or other team members
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • well-being
  • growth
  • work-life balance
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is responsible for the end-to-end management and...
Location
Location
India , Mumbai; Pune
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in information technology, Business, Risk Management, or a related field
  • 2+ years of experience in risk management, technology operations, or production monitoring in corporate banking/financial institutions
  • knowledge of corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • basic understanding of credit risk management, technology platforms, and operational risk controls, particularly in the context of post-implementation processes
  • familiarity with modern monitoring tools, risk management frameworks, and production systems used to assess technology performance in real-time (SAS/Tableau/AI/Oracle) supported by relevant programming skills
  • statistical knowledge – familiar with key statistical metrics/concepts
  • knowledge of regulatory requirements related to credit risk, data management, and customer-facing platforms, ensuring alignment with post-implementation and monitoring processes
  • strong strategic thinker with the ability to anticipate production challenges and operational risks in post-implementation environments, developing robust solutions that enhance system performance
  • experience in problem-solving complex operational issues, leveraging cross-functional expertise, and driving long-term improvements in production systems
  • strong analytical skills in conducting analysis using bureau/application/customer data to identify anomalies and adverse trends
Job Responsibility
Job Responsibility
  • Perform the validation of all customer-facing credit risk platforms post-deployment, ensuring that they function as intended, align with business strategies, and meet regulatory requirements
  • development and execution of post-implementation validation frameworks, focusing on model performance, rule accuracy, and platform effectiveness across all credit risk decisioning systems
  • partner with risk management, IT, and operations teams to assess potential vulnerabilities, gaps, or deficiencies in system performance and address them promptly
  • support to establish a robust framework for ongoing production monitoring of credit risk platforms, ensuring proactive identification and resolution of system performance issues
  • implement real-time and batch monitoring processes that assess credit risk platforms’ operational performance, data integrity, and customer impact across various product lines
  • ensure timely resolution of production issues, including the identification of root causes, formulation of solutions, and collaboration with technology teams to implement necessary fixes or enhancements
  • ensure all customer-facing credit risk platforms perform reliably in production, minimizing any negative impact on the customer experience due to system errors, downtimes, or performance issues
  • support initiatives to continuously improve platform stability, reducing risk to customers and ensuring the organization’s credit risk models and rules are consistently delivering accurate decisions
  • engage with business stakeholders to understand customer needs and expectations, ensuring production systems evolve to meet them efficiently and effectively
  • ensure all post-implementation validation and production monitoring activities meet regulatory and compliance requirements, including alignment with policies related to credit risk, data usage, and customer protection
What we offer
What we offer
  • Equal opportunity employment
  • support for people with disabilities
  • best-in-class benefits for employees to be well, live well and save well
  • Fulltime
Read More
Arrow Right