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Allianz Insurance

Portfolios Solutions Analyst

Career Insights for Investment / Portfolio Analyst

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What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$85,068 / year median in Missouri

-4% projected decline

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Job Description

Position Overview :
Reporting to the Regional Head of Portfolio Solutions and Delegated Authority in North America, the Portfolio Solutions Analyst will support the operation and oversight of our delegated authority portfolio.
Key Responsibilities :
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.
Additional Responsibilities :
Support the delegated authority and portfolio solutions team in managing the current book of business. Assist in onboarding new MGAs and facilities. Undertake ad hoc tasks as directed by Line Manager and Senior Managers.
Qualifications :
Experience in stakeholder management and process adherence. 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. A willingness to learn and explore how AI can enhance your role and the broader organization is expected. Why Join Us? Inclusive environment with a hybrid working model. Competitive compensation and benefits package. Opportunities for career development and international mobility. Support for flexible working, health, and wellbeing. Engagement in shaping a sustainable future.
Application Information:
Allianz Commercial is an equal opportunity employer. We welcome applications from diverse backgrounds. If you require adjustments during the application process, please email agcsglobalcareers@allianz.com. 103945 | Underwriting | Professional | Non-Executive | Allianz Commercial | Full-Time | Permanent