Senior Portfolio Analyst

About the role

Reporting to the Regional Head of Portfolio Steering – North America, you will play a critical role in actively steering the portfolio for assigned Line(s) of Business, developing and executing Portfolio Steering strategies that ensure alignment with organizational goals and market conditions. This role focuses on navigating the insurance cycle independently, understanding portfolio dynamics in depth, and driving forward-looking decisions to improve portfolio quality, financial performance, and profitability. You will lead accountability discussions, drive strategic business improvement initiatives, and balance LoB-specific priorities with regional portfolio strategy.

Responsibilities

• Develop and execute the Portfolio Steering strategy for assigned Line(s) of Business, contributing to the forward-looking steering agenda to improve portfolio quality and profitability.
• Provide analytical insights and strategic recommendations to senior management, serving as a trusted advisor to support key initiatives and decision-making in alignment with corporate objectives.
• Conduct comprehensive data analysis to interpret complex financial and portfolio information and provide actionable insights.
• Understand underlying trends, anticipate emerging risks, and translate analytics into strategic views that challenge assumptions and drive portfolio decisions.
• Actively challenge the LoB Head and functional partners on portfolio performance and direction, including questioning assumptions, probing off-track KPIs, and holding the LoB accountable for strategy and go-forward plans.
• Collaborate across stakeholders (Underwriting, Pricing, Claims, Finance, Product) to drive aligned outcomes.
• Ensure adherence to global standards and governance frameworks, including internal standards and external regulatory requirements.
• Develop proposals for improving the Allianz Commercial Operating Framework and ensure alignment with industry regulations.
• Identify strategic business improvement opportunities related to organization, business processes, and IT applications and lead the creation of project proposals, including cost/benefit analysis and resource planning.
• Manage communication between business stakeholders and technical teams, ensuring clarity of requirements across functions.
• Share best practices and drive cross-functional collaboration, providing LoB-specific insight on portfolio direction.
• Act as the day-to-day point of contact for portfolio steering, supporting continuous improvement across departmental teams.
• Develop and maintain strong relationships with key stakeholders across Underwriting, Pricing, Claims, Finance, and Product teams.
• Independently manage internal stakeholder relationships, providing timely and accurate portfolio information to support decision-making at a senior management level and supporting the management of external stakeholder relationships as needed.

Requirements

• A minimum of 5 years of portfolio management experience, including expertise in guiding and enhancing portfolio performance to align with organizational objectives.
• Property and Casualty insurance experience required.
• Ability to identify and implement improvements in business processes and organizational capabilities.
• Proficiency in analyzing complex data sets and providing actionable insights using Excel and Power BI.
• Strong analytical, numerical, and adaptive problem-solving skills, using logical and methodological approaches.
• Ability to identify problems, evaluate solutions, and implement effective strategies.
• Project management skills, ensuring alignment with strategic priorities and timely execution.
• Experience in applying artificial intelligence (AI) and machine learning (ML) to improve business processes and decision-making is highly beneficial.
• Ability to provide constructive feedback, resolve conflicts, and foster collaboration.
• Ability to lead initiatives, make strategic decisions, and drive organizational change.
• Excellent written and verbal communication skills, with an ability to develop and positively influence key, strategic position holders across locations and functions.
• Bachelor’s degree in Business Administration, Mathematics, Statistics, Finance, and/or Actuarial background.

External applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship. We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship.

Pay

The annualized base pay range for this role in Alpharetta is $115,000 - $150,000. The annualized base pay range for this role in O’Fallon is $101,000 - $135,000. The annualized base pay range for this role in Toronto is $116,000 - $165,000, with a target bonus of 15%. The annual base salary range represents a nationwide market range. The actual salary for this position may be above and will be determined by a number of factors, including the scope, complexity, and location of the role; the skills, education, training, credentials, and experience of the candidate. The base pay is just one component of the total compensation package. As part of our comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards.

Benefits

• Hybrid working model, recognizing the value of in-person collaboration and remote working, with flexibility to discuss arrangements.
• Generous bonus scheme and pension.
• Career development and digital learning programs, including international career mobility.
• Support for flexible working, health and wellbeing (including private healthcare and parental leave benefits).
• Opportunities to engage in shaping a future that is safe, inclusive, and sustainable.