Underwriting Strategy & Portfolio Management * Support development and execution of underwriting strategies aligned to growth, profitability, and risk appetite goals * Analyze portfolio performance ...
Underwriting Strategy & Portfolio Management * Support development and execution of underwriting strategies aligned to growth, profitability, and risk appetite goals * Analyze portfolio performance ...
Underwriting Strategy & Portfolio Management * Support development and execution of underwriting strategies aligned to growth, profitability, and risk appetite goals * Analyze portfolio performance ...
Underwriting Strategy & Portfolio Management * Support development and execution of underwriting strategies aligned to growth, profitability, and risk appetite goals * Analyze portfolio performance ...
Associate Product Manager - Pressure & Force Portfolio
Norwalk, CT · On-site
$70K - $100K/yr
... portfolio performance, and translate customer needs into actionable product decisions. This is a ... Analyze market trends, competitive dynamics, and customer needs to uncover and size new ...
Quick apply
Associate Product Manager - Pressure & Force Portfolio
Norwalk, CT · On-site
$70K - $100K/yr
... portfolio performance, and translate customer needs into actionable product decisions. This is a ... Analyze market trends, competitive dynamics, and customer needs to uncover and size new ...
Analyst, Portfolio Management
Hartford, CT · On-site
$75K - $88K/yr
... actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry, record keeping, processing routine client requests, credit risk analysis of ...
Analyst, Portfolio Management
Hartford, CT · On-site
$75K - $88K/yr
... actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry, record keeping, processing routine client requests, credit risk analysis of ...
High Yield Portfolio Manager
Stamford, CT · On-site
$250K - $325K/yr
Demonstrated skills defining problems, collecting and analyzing data, and drawing valid conclusions ... performance and experience * Participation in our restricted stock units plan Benefits * 401(k) ...
High Yield Portfolio Manager
Stamford, CT · On-site
$250K - $325K/yr
Demonstrated skills defining problems, collecting and analyzing data, and drawing valid conclusions ... performance and experience * Participation in our restricted stock units plan Benefits * 401(k) ...
High Yield Portfolio Manager
Stamford, CT · On-site
$250K - $325K/yr
Demonstrated skills defining problems, collecting and analyzing data, and drawing valid conclusions ... performance and experience * Participation in our restricted stock units plan Benefits * 401(k) ...
High Yield Portfolio Manager
Stamford, CT · On-site
$250K - $325K/yr
Demonstrated skills defining problems, collecting and analyzing data, and drawing valid conclusions ... performance and experience * Participation in our restricted stock units plan Benefits * 401(k) ...
Portfolio Manager
Farmington, CT · On-site
Portfolio Manager Position Description The PortfolioManager is a full-time member of the Portfolio ... performance results. Qualifications The successful candidatewill possess project integrity and ...
Portfolio Manager
Farmington, CT · On-site
Portfolio Manager Position Description The PortfolioManager is a full-time member of the Portfolio ... performance results. Qualifications The successful candidatewill possess project integrity and ...
Portfolio Manager, Inventory Finance
Norwalk, CT · On-site
$70K - $97K/yr
... review and analysis of results and irregularities. The Portfolio Manager will spearhead the ... Key Performance Indicators: Delinquency %, SAU, Aged Audits, Interest Collection % Responsibility ...
Quick apply
Portfolio Manager, Inventory Finance
Norwalk, CT · On-site
$70K - $97K/yr
... review and analysis of results and irregularities. The Portfolio Manager will spearhead the ... Key Performance Indicators: Delinquency %, SAU, Aged Audits, Interest Collection % Responsibility ...
... portfolio implementation monitoring, performance analysis, and interactions with existing clients and prospects. Product specialists serve as portfolio management team representatives in interactions ...
... portfolio implementation monitoring, performance analysis, and interactions with existing clients and prospects. Product specialists serve as portfolio management team representatives in interactions ...
AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Analytics: manipulate and analyze large datasets to identify patterns in the performance and ...
AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Analytics: manipulate and analyze large datasets to identify patterns in the performance and ...
... portfolio implementation monitoring, performance analysis, and interactions with existing clients and prospects. Product specialists serve as portfolio management team representatives in interactions ...
... portfolio implementation monitoring, performance analysis, and interactions with existing clients and prospects. Product specialists serve as portfolio management team representatives in interactions ...
AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Analytics: manipulate and analyze large datasets to identify patterns in the performance and ...
AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Analytics: manipulate and analyze large datasets to identify patterns in the performance and ...
Senior Credit Model Development Analyst - Consumer Portfolio (Hybrid - see description for potent...
Prepare, manage and analyze large customer loan, deposit and/or financial data sets for statistical ... Track portfolio performance, model performance, campaign tracking and risk strategy results.
Senior Credit Model Development Analyst - Consumer Portfolio (Hybrid - see description for potent...
Prepare, manage and analyze large customer loan, deposit and/or financial data sets for statistical ... Track portfolio performance, model performance, campaign tracking and risk strategy results.
The focus of this hybrid role is to analyze performance trends, develop budgets and forecasts ... Develop scorecards and KPI reporting for leadership and clinic managers * Provide analytical ...
The focus of this hybrid role is to analyze performance trends, develop budgets and forecasts ... Develop scorecards and KPI reporting for leadership and clinic managers * Provide analytical ...
Portfolio Analyst, Equity (Energy)
$125K - $200K/yr
Description Graham Capital Management, L.P. is seeking an Equity Portfolio Analyst to join our Portfolio Management team. The analyst will sit on the trading floor, working alongside a PM in all ...
Portfolio Analyst, Equity (Energy)
$125K - $200K/yr
Description Graham Capital Management, L.P. is seeking an Equity Portfolio Analyst to join our Portfolio Management team. The analyst will sit on the trading floor, working alongside a PM in all ...
Director, Portfolio Management
New Haven, CT · On-site
$90 - $130/hr
Perform sensitivity analysis and modeling of projected cash flows * Draft approval document ... Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
Director, Portfolio Management
New Haven, CT · On-site
$90 - $130/hr
Perform sensitivity analysis and modeling of projected cash flows * Draft approval document ... Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
Senior Credit Model Development Analyst - Consumer Portfolio (Hybrid - see description for potent...
Prepare, manage and analyze large customer loan, deposit and/or financial data sets for statistical ... Track portfolio performance, model performance, campaign tracking and risk strategy results.
Senior Credit Model Development Analyst - Consumer Portfolio (Hybrid - see description for potent...
Prepare, manage and analyze large customer loan, deposit and/or financial data sets for statistical ... Track portfolio performance, model performance, campaign tracking and risk strategy results.
The focus of this hybrid role is to analyze performance trends, develop budgets and forecasts ... Develop scorecards and KPI reporting for leadership and clinic managers * Provide analytical ...
The focus of this hybrid role is to analyze performance trends, develop budgets and forecasts ... Develop scorecards and KPI reporting for leadership and clinic managers * Provide analytical ...
Lead analytics supporting deposit pricing strategy, portfolio mix management, balance growth objectives, and overall Consumer Bank performance. * Partner with Finance and Treasury teams to evaluate ...
Lead analytics supporting deposit pricing strategy, portfolio mix management, balance growth objectives, and overall Consumer Bank performance. * Partner with Finance and Treasury teams to evaluate ...
Lead Director - Product Portfolio Management
Hartford, CT · On-site +1
$100K - $231K/yr
Product Management (Local Markets, Segments & Verticals): development and management of ... Driving end-to-end portfolio performance, monitoring key metrics and adjusting strategies to ...
Lead Director - Product Portfolio Management
Hartford, CT · On-site +1
$100K - $231K/yr
Product Management (Local Markets, Segments & Verticals): development and management of ... Driving end-to-end portfolio performance, monitoring key metrics and adjusting strategies to ...
Manager Portfolio Performance Analyst information
What does a manager portfolio performance analyst do?
A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.
What are the key skills and qualifications needed to thrive as a manager portfolio performance analyst?
To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.
How does a manager portfolio performance analyst typically collaborate with other departments to optimize investment outcomes?
As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.
What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?
| Aspect | Manager Portfolio Performance Analyst | Portfolio Analyst |
|---|---|---|
| Responsibilities | Oversees portfolio performance, develops strategies, manages team | Analyzes portfolio data, prepares reports, supports decision-making |
| Required Credentials | Bachelor's degree, possibly certifications like CFA | Bachelor's degree, often similar certifications |
| Work Environment | Financial firms, investment departments | Financial firms, asset management companies |
| Employer Usage | Used in roles with managerial oversight | Used in analytical support roles |
The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.
What are the most commonly searched types of Portfolio Performance Analyst jobs in Connecticut?
The most popular types of Portfolio Performance Analyst jobs in Connecticut are:
What cities in Connecticut are hiring for Manager Portfolio Performance Analyst jobs?
Cities in Connecticut with the most Manager Portfolio Performance Analyst job openings:
Full-time
Re-posted 7 days ago
Job description
The Senior Underwriting Strategy Analyst supports the Director of Underwriting Strategy in driving portfolio performance, optimizing underwriting, and advancing strategic initiatives across the underwriting lifecycle. This role blends analytics, underwriting expertise, and cross-functional leadership to improve risk selection, profitability, and operational efficiency.
Accountabilities:
Underwriting Strategy & Portfolio Management
- Support development and execution of underwriting strategies aligned to growth, profitability, and risk appetite goals
- Analyze portfolio performance trends (loss ratio, hit rate, retention, pricing adequacy) and recommend actionable improvements
- Monitor underwriting guidelines and identify opportunities for refinement based on emerging experience and market dynamics
- Assist in segmentation strategies to optimize risk selection and pricing precision
Data Analysis & Insights
- Conduct advanced data analysis to identify drivers of loss, profitability, and underwriting performance
- Develop dashboards, scorecards, and reporting frameworks for leadership visibility
- Partner with actuarial, data science, and finance teams to evaluate pricing models and assumptions
- Translate complex data into clear, actionable recommendations for underwriting leadership
Underwriting Governance & Execution
- Support governance frameworks including referral processes, authority structures, and underwriting controls
- Perform audits and quality assurance reviews to ensure adherence to underwriting guidelines
- Identify process gaps and recommend enhancements to improve consistency and decision quality
Cross-Functional Collaboration
- Partner with Product, Actuarial, Claims, Distribution, and Operations to align strategy and execution
- Contribute to product development, coverage enhancements, and market positioning initiatives
- Support field underwriting teams with insights, tools, and strategic guidance
Process Improvement & Transformation
- Identify and lead initiatives to streamline underwriting workflows and reduce friction
- Support automation, digitization, and decision-support tool development
- Drive continuous improvement in underwriting efficiency and scalability
Strategic Projects
- Lead or support high-impact initiatives such as:
- New program or segment launches
- Profitability remediation strategies
- Expansion into new markets or distribution channels
- Prepare executive-level presentations and strategic recommendations
About GuideOne Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
501 - 1,000 Employees
Headquarters location
West Des Moines, IA, US
Year founded
1947