Portfolio Solutions Analyst Jobs

Portfolio Solutions Senior Analyst

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

Location

United States , Remote

Salary:

94409.00 - 162417.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years’ experience in the Insurance Industry in Delegated Authority or Portfolio Solutions market
Experience in Delegated Underwriting, Delegated Operations, or Technical Operations is required (and must be with a carrier or MGA/MGU)
Strong stakeholder management skills
Excellent time management and multitasking abilities
Proficiency in Microsoft Office applications, especially Excel
Proficient communication and interpersonal skills
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
Completion of a professional insurance qualification also preferred
Ability to analyze highly complex data, from multiple sources, in detail

Job Responsibility

Collaborate with Global and Regional colleagues to identify and shortlist key opportunities
Implement structured processes for onboarding and ongoing management, aligning with Functional Rules and Internal Frameworks
Work with underwriting teams and SMEs to improve processes and meet regulatory requirements
Develop streamlined procedures to handle increasing workload and portfolio growth
Oversee the implementation of the bordereaux and facility reporting system
Maintain relationships with stakeholders including Claims, Compliance, Finance, Actuarial, and Operations
Educate and support underwriters in technical and facility management processes
Coordinate onboarding and renewal of MGA and facilities
Demonstrate strong data management and interrogation skills
Undertake ad hoc tasks as directed by the Line Manager

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

Digital Presales Solution Analyst

This role has been designed as ‘Hybrid’ with an expectation that you will work o...

Location

Mexico , Guadalajara

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

1 - 2 years of technical experience
concluded university program in computer science or business administration with a desired focus in the IT area
proficient in MS Office Suite (Primary focus on Excel, Word, PowerPoint)
computer architecture knowledge
strong English communication skills, written and spoken (C1 or C2 Proficient)
sense of urgency to manage time properly when answering customers
great attention to detail
strong teamwork
able to produce basic documentation to required standards
demonstrates understanding of assigned discipline or technical area

Job Responsibility

Provide technology consulting to external customers and internal project teams
responsible for providing technical support and/or leadership in the creation and delivery of technology solutions designed to meet customers’ business needs
understand customers’ businesses
as trusted advisor create and maintain effective customer relationships so as to insure customer satisfaction
maintain knowledge of leading edge technologies and industry/market domain knowledge
actively contribute to the company’s solutions portfolio by providing information ranging from technical knowledge to methodologies based on experience gained from customer projects
shape technical direction and technical strategies within the organization and for external customers
accountable for consistent and significant chargeability levels (or expense relief for internal project teams) and for assisting in meeting or exceeding revenue and customer satisfaction goals
contribute to organization’s profitability by generating and cultivating new business opportunities and by providing technical support for deal proposal development

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Financial Analyst, Portfolio Management

As the Portfolio Management Financial Analyst, you will support the team in prov...

Location

United States , New York City; Atlanta

Salary:

65000.00 - 75000.00 USD / Year

Industrious

Expiration Date

Until further notice

Requirements

Degree or 1-2 years professional experience in finance or accounting
Proficiency in Excel, with strong financial modeling skills to support budgeting, forecasting, and analysis
Ability to work with ambiguous tasks and drive well-articulated solutions
High emotional intelligence with the ability to thrive in a fast-paced, dynamic environment
Excellent judgment and strong communication skills

Job Responsibility

Maintain and update external revenue reporting files using financial data software
Own production and distribution of landlord-facing monthly revenue reporting for a segment of the 200+ unit portfolio
Act as a primary point of contact for landlord partners, fielding inquiries regarding rent and revenue reporting
work cross-functionally to deliver insights to key stakeholders
Collaborate with the Accounting team to audit and reconcile reporting files, ensuring consistency, accuracy, and best practices
Support with the annual unit-level budgeting process for management agreements
Assist with ad hoc forecasting requests, providing clear analysis and recommendations

What we offer

Annual 10% bonus
Participation in our long-term incentive program
Heavily subsidized healthcare plans
Generous paid time off
Wellness programs
Professional development grants
401k plan

Fulltime

Credit Portfolio Intermediate Analyst

The Credit Portfolio Intermediate Analyst is an intermediate-level position resp...

Location

India , Mumbai; Haryana

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of relevant experience
experience in financial analysis, accounting and valuation
consistently demonstrate clear and concise written and verbal communication

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

well-being
growth
work-life balance

Fulltime

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

3 - 6 years of relevant experience
SAS and Python Programming experience required
Tableau experience is preferred
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
Consistently demonstrate clear and concise written and verbal communication

Job Responsibility

Conduct credit reviews
Credit approval and monitoring
Monitor portfolio to identify credit migration
Resolve issues and recommend solutions to moderate problems
Integrate specialty area knowledge with industry standards
Serve as an industry expert and advisor
Risk MIS Reporting for Mortgage
Automation of existing and new processes
Exercise independence of judgement and autonomy
Assess risk when making business decisions

Fulltime

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

5+ years of experience in credit risk analysis or corporate banking
5+ years in SAS, Tableau, PL/SQL, and UNIX
Experience in financial analysis, accounting, and valuation
Familiarity with data interpretation and ability to challenge decisions based on data analysis
Ability to interpret data, make sound decisions, and challenge the basis of the analysis
Strong analytical thinking and attention to detail
Good communication and documentation skills
Bachelor's degree/University degree or equivalent experience
Master's preferred

Job Responsibility

Conduct credit reviews and credit approval
Monitor portfolio to identify credit migration
Resolve issues and recommend solutions to moderate problems
Integrate specialty area knowledge with industry standards
Serve as industry expert and advisor
Analyze and approve counter-party credit limits for trading, transactional and financing businesses with funds
Operate with limited level of direct supervision
Assess risk when making business decisions
Assist with portfolio review preparation and conduct of stress tests
Build working relationships with various teams across the bank

Fulltime

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

3-6 years of experience in credit risk analysis or corporate banking
SAS and Python Programming experience required
Tableau experience is preferred
Bachelor's degree/University degree or equivalent experience
Master's degree Preferred

Job Responsibility

Conduct credit reviews and credit approval
Monitor portfolio to identify credit migration
Resolve issues and recommend solutions to moderate problems
Integrate specialty area knowledge with industry standards
Serve as an industry expert and advisor
Sql Server - T-SQL / Stored Procedure
Risk MIS Reporting for Mortgage
Automation of existing and new processes
Exercise independence of judgement and autonomy
Assess risk when making business decisions

What we offer

Career growth opportunities
Global team environment
Community engagement opportunities
Equal opportunity employer
Reasonable accommodations for disabilities

Fulltime

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

3-6 years of relevant experience
SAS and Python Programming experience required
Tableau experience is preferred
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
Consistently demonstrate clear and concise written and verbal communication

Job Responsibility

Resolve issues and recommend solutions to moderate problems
Integrate specialty area knowledge with an understanding of industry standards and practices
Serve as an industry expert and advisor
Risk MIS Reporting for Retail Bank
Automation of existing and new processes
Exercise independence of judgement and autonomy
Assess risk when business decisions are made
Drive compliance with applicable laws, rules and regulations

Fulltime

Portfolio Solutions Analyst

Allianz

Location:
United States, Remote

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 24, 2025

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

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Location:United States, Remote

Category:Insurance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:April 24, 2025

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

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Category:
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Contract Type:
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Job Posted:
April 24, 2025