Portfolio Performance Analyst Jobs

Portfolio Performance Analyst

This role is pivotal in leading data validation efforts for client portfolio con...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

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

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

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Fulltime

Portfolio Performance Analyst

A Portfolio Data Consultant (Portfolio Performance Analyst) leads the end-to-end...

Location

United States , Salt Lake City

Salary:

74000.00 - 93000.00 USD / Year

Addepar

Expiration Date

Until further notice

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

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

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

Fulltime

Portfolio Analyst - Underwriting

An opportunity has arisen for a Portfolio Analyst to join a growing underwriting...

Location

United Kingdom , London

Salary:

Not provided

Eames Consulting

Expiration Date

Until further notice

Requirements

Strong analytical capability and confidence working with data
Clear and confident communication skills
Collaborative mindset, with experience working effectively across teams
Strong Excel ability and familiarity with wider Microsoft tools
Comfortable working independently while contributing to a high-performing team

Job Responsibility

Producing meaningful MI and analytical outputs to support portfolio reviews
Using data to generate fresh insights and recommendations
Assisting with the delivery of strategic initiatives and change activity
Acting as a point of contact for internal stakeholders and representing the portfolio function where needed
Contributing to key meetings such as quarterly reviews and pricing/portfolio discussions
Helping coach junior colleagues and encouraging consistent ways of working across teams

Portfolio Analyst

A leading insurer is seeking a Portfolio Analyst to join their high-profile Port...

Location

United Kingdom , London

Salary:

Not provided

Eames Consulting

Expiration Date

Until further notice

Requirements

Strong Excel skills (comfortable working with data, checks, and analysis)
Highly organised, able to manage multiple deadlines in a fast-paced environment
Understanding of the insurance market
Confident communicator with the ability to build relationships across the business

Job Responsibility

Support the coordination of underwriting activity across multiple divisions
Work closely with Portfolio Managers to deliver strategic initiatives and drive portfolio performance
Produce high-quality MI, reporting and analytics for underwriters and leadership
Analyse data to check accuracy, identify trends and contribute to business plan forecasting
Assist with revenue reporting, portfolio optimisation and remediation activity
Help prepare for key governance meetings, quarterly reviews and underwriting strategy away days
Act as a first point of contact for internal queries and represent Portfolio Managers when required
Collaborate with Underwriting, Actuarial, Finance, Risk, Compliance and other key functions
Ensure accurate and timely data for planning, reinsurance reporting and internal reviews
Support junior team members with coaching and day-to-day guidance

Credit Portfolio Analyst

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

Credit Portfolio Sr Analyst

The Credit Risk Senior Analyst (AVP) is an intermediate-level position responsib...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

Extensive on-the-job training
Exposure to senior leaders
Work-life balance initiatives
Opportunity to volunteer and give back
Comprehensive global benefits

Fulltime

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is responsible for the end-to-end management and...

Location

India , Mumbai; Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

Equal opportunity employment
support for people with disabilities
best-in-class benefits for employees to be well, live well and save well

Fulltime

Portfolio Solutions Analyst

At Allianz Commercial (AzC), we are the global leader for insuring corporate and...

Location

United States , Remote

Salary:

63668.00 - 108509.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

1 – 4 years’ minimum experience in stakeholder management and process adherence working for an insurance carrier or MGA
Currently an underwriting tech/associate for any line of specialty business
Ability to work independently and escalate queries as needed
Background in Delegated Authority
Strong time management and multitasking skills
Proficient communication and interpersonal skills
Data management and interrogation capabilities
Expertise in Microsoft Office applications, particularly Excel
Experience working for a complex global matrix, insurance carrier organization
Preferably a bachelor degree in Risk Management, Insurance, Business Administration, Finance, Economics, Law, or other appropriate discipline

Job Responsibility

Manage key account partnerships, including full lifecycle oversight
Serve as the primary contact and support for accounts
Lead regular performance management meetings
Analyze report findings and communicate trends through required channels
Develop relationships with internal stakeholders such as Underwriters, Claims, Compliance, Finance, Actuarial, and Operations
Map, upload, analyze, and report on bordereaux and underlying data for risk, premium, and claims transactions
Collaborate with offshore resources to ensure accurate data processing
Prepare reports for business consideration as part of performance management
Coordinate ongoing oversight of MGA, including due diligence, underwriter reviews, and audits
Support the delegated authority and portfolio solutions team in managing the current book of business

What we offer

Hybrid working model
Great compensation and benefits package
Generous bonus scheme and pension
Career development and digital learning programs
International career mobility
Support for flexible working, health, and wellbeing
Private healthcare
Generous parental leave benefits
Opportunities to be engaged in shaping a future that is safe, inclusive, and sustainable

Fulltime

Portfolio Performance Analyst

Albourne

Location:
Cyprus, Nicosia

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 17, 2025

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Albourne

Location:Cyprus, Nicosia

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 17, 2025

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Location:
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Category:
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Contract Type:
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Job Posted:
December 17, 2025