Portfolio management specialist Work, Jobs in Guildford, Eng (with Salaries)

Portfolio management specialist
Allianz —Croydon
- Full-time
- Microsoft Excel
- Data analysis skills
- English
14d
Sales & Operations Manager - Destination Weddings
Ionian Weddings —Guildford
- £45,000 - £55,000 a year
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
- Work from home
Quick apply
1d
Project Manager
Mysoft —Fleet
- Full-time
- Hybrid work
- PMP
- ERP systems
- Project management
- Free parking
- Employee assistance programme
Quick apply
Field Sales Specialist
Mettler Toledo —Guildford
- Sales
- Laboratory experience
- Bachelor's degree
- Annual leave
- Employee assistance programme
Analyst, ESD
European Bank for Reconstruction and Development —London
- English
- Analysis skills
- Organisational skills
2d
Associate
DMH Stallard —Guildford
- Hybrid work
- Microsoft Outlook
- IT
- Construction
- Employee assistance programme
- Employee discount
General Manager (Business Development – UK and Europe), Molecular Oncology
datar genetics —Guildford
- Full-time
- Doctoral degree
- Master's degree
- Business development
Quick apply
11d
Sales Account Manager-Distributor Services
Sourcing City —Farnborough
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Sales
- Salesforce
- Free parking
Quick apply
6d
SSCA Cancer Improvement Manager - Band 8a
Royal Surrey NHS Foundation Trust —Guildford
- £59,798 - £67,020 a year
- Full-time
- Analysis skills
- In-person
- Leadership
5d
Content Lead
Propel Together —Wokingham
- £75,000 - £80,000 a year
- Management
Senior Incident Mangement & Resilience Lead
Applied Resilience —Reigate and Banstead District
- From £65,000 a year
- Full-time
- Hybrid work
- Leadership
- Annual leave
Quick apply
Head of Projects - Reading, UK
ESP Global Services Limited —Reading
- £75,000 - £80,000 a year
- Project management
- Leadership
- Communication skills
Quick apply
Maintenance Officer
YMCA Fairthorne Group —Basingstoke
- £26,500 a year
- Full-time
- Computer literacy
- Maintenance
- Programmable logic controllers
- Health & wellbeing programme
- Employee assistance programme
Quick apply
Business Development Manager - West Sussex
Quadient —Guildford
- £0 a year
- Full-time
- Hybrid work
- In-person
- Employee assistance programme
- Referral programme
Quick apply
1d
Project Manager
QinetiQ —Farnborough
- Full-time
- PMP
- Project management
10d
Group SEO & Discoverability Specialist
Specialist Holidays Group —Horsham
- Full-time
- Hybrid work
- JavaScript
- Mentoring
- AI
- Store discount
- Health & wellbeing programme
Quick apply
6d
Project Manager | Construction
GreenBuild —Horsham
- £45,000 - £80,000 a year
- Full-time
- Maintenance
- Microsoft Office
- Project management
Quick apply
1d
Business Tax Assistant Manager - Gatwick or Guildford
BDO —Guildford
- Full-time
- Mentoring
- Leadership
- Tax experience
Global Events PMO & Regional Events Specialist
Copperleaf Technologies Inc. —Staines-upon-Thames
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Investment Manager
Evelyn Partners —Guildford
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Quick apply

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portfolio management specialist jobs near guildford, eng

Portfolio management specialist

Allianz -
Croydon

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Job details

Full-time
14 days ago

Qualifications

Power BI
Economics
Microsoft Excel
Data analysis skills
Microsoft SQL Server
English
Microsoft Office
SQL

Full job description

Reporting to the Head of Travel Underwriting for European Hub, you will be responsible for leading portfolio remediation efforts across the global travel insurance book, with an immediate focus on the United Kingdom. This role drives technical underwriting excellence through deep-dive performance analysis at both client and portfolio level, identifying root causes of deterioration and implementing corrective action to ensure rate adequacy and sustainability. The role partners closely with Pricing, Actuarial, Claims, and Distribution to execute targeted remediation strategies aligned with the Travel Line of Business strategy. Ensures all underwriting actions are technically sound, commercially relevant, and fully compliant with Allianz and AzP standards.

What you do

Lead and drive remediation efforts across global travel portfolios, with an initial and primary focus on the United Kingdom market.
Conduct deep-dive analysis on individual client and portfolio performance to identify specific causes of deterioration, including rate inadequacy, rating factor drift, and shifts in risk mix.
Collaborate closely with the Pricing team to ensure tariff and non-tariff books are performing in line with expectations; recommend and implement targeted adjustments where deviations are observed.
Work hand-in-hand with the Portfolio Monitoring and Actuarial teams to identify underperforming segments, define remediation plans, and provide accurate performance data into central portfolio tools.
Ensure underwriting actions are aligned with Allianz standards and AzP Underwriting Guidelines, with a strong focus on technical soundness and commercial impact.
Support the annual planning process through robust commercial margin analysis, forecasting outcomes of remedial actions, and highlighting residual risks.
Maintain transparency on all portfolio changes and initiatives to support reserve adequacy and proper technical provisioning.
Represent underwriting in cross-functional remediation squads, working closely with Product, Distribution, and Claims to address root causes of underperformance and drive sustainable profitability.
Communicate findings and proposed actions clearly to senior leadership, with focus on data-driven rationale and outcome-focused proposals.

Who you are

8+ years of professional experience in insurance data analysis, pricing, or performance monitoring.
Degree in Actuarial Science, Statistics, Econometrics, Mathematics, Computer Science, Data Analytics, or related field.
Being Qualified actuary (e.g., FIA, FSA, or equivalent) or Chartered Professional Accountant (CPA or equivalent) represents an advantage.
Strong hands-on experience with MS SQL (or equivalent database technologies).
Experience using insurance performance monitoring tools.
Proven expertise in data analytics and reporting tools, especially Power BI.
Advanced MS Excel skills and strong overall MS Office proficiency.
Experience in insurance pricing tools (e.g. Radar) represents an advantage.
Fluent English, both written and spoken.

How we hire
We hire directly. Allianz Partners does not accept unsolicited CV’s or approaches from agencies. We only work with partners on our approved supplier list, under contract. Any unsolicited submission will not be considered.

100230 | Underwriting | Professional | Non-Executive | Allianz Partners | Full-Time | Permanent
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.

Apply Now

Refine Your Search

portfolio management specialist jobs in guildford, eng

Portfolio management specialist

Sales & Operations Manager - Destination Weddings

Project Manager

Field Sales Specialist

Analyst, ESD

Associate

General Manager (Business Development – UK and Europe), Molecular Oncology

Sales Account Manager-Distributor Services

SSCA Cancer Improvement Manager - Band 8a

Content Lead

Senior Incident Mangement & Resilience Lead

Head of Projects - Reading, UK

Maintenance Officer

Business Development Manager - West Sussex

Project Manager

Group SEO & Discoverability Specialist

Project Manager | Construction

Business Tax Assistant Manager - Gatwick or Guildford

Global Events PMO & Regional Events Specialist

Investment Manager

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