Portfolio Management Analyst Jobs (NOW HIRING)

At Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success-both personally and professionally. Ready to grow with us? Apply today!

Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/

This opportunity is in the Business Intelligence & Planning Department.

The Business Intelligence & Planning Department is dedicated to empowering informed decision-making and driving strategic growth through comprehensive financial planning, data-driven insights, and governance excellence. Our mission is to deliver accurate, timely, and actionable intelligence to all stakeholders around the company by leveraging the strengths of our integrated teams, including Planning & Reserving, Portfolio Management, BI Analysis, BI Data Analysis, Data Quality and Data Governance. Together, we support a culture of data excellence and financial foresight.

Role Description:

As an Underwriting Portfolio Management Analyst, you will support the Underwriting Portfolio Management (UPM) function by transforming internal and external data into actionable intelligence that improves business decisions. You will analyze portfolio performance, evaluate competitive positioning, identify emerging market trends, and uncover strategic opportunities. Working closely with underwriting, actuarial, claims, finance, business intelligence, and advanced analytics teams, you will translate complex business questions into analytical solutions and meaningful recommendations.

In this role, you will lead end-to-end data analysis projects, continually identifying opportunities to leverage automation, AI, and emerging technologies to improve efficiency and insight generation. You will source, validate, and analyze internal and external data; apply business and insurance knowledge to interpret findings; develop intuitive and compelling visualizations; and communicate insights through clear written deliverables and engaging presentations. Success in this role requires intellectual curiosity, strong analytical capabilities, insurance acumen, excellent communication skills, and the ability to translate complex findings into actionable business insights.

Qualifications:

Education:

• Bachelor's degree in risk management, analytics, finance, economics or a related field is required. Relevant post-graduate studies and/or experience may be considered in lieu of a degree in a related field.

Required Qualifications:

• 1 or more years of experience in an analyst role.
• Demonstrated analytical problem-solving skills through academic, research, internship, or project experience.
• Ability to collect, cleanse, organize, validate, and analyze data to solve business problems and test hypotheses.
• Familiarity with analytical and data modeling techniques including segmentation, forecasting, handling outliers, benchmarking, and predictive analysis.
• Intellectual curiosity and demonstrated ability to investigate ambiguous business questions, identify relevant data, test hypotheses, and develop evidence-based conclusions.
• Strong interpersonal and collaboration skills with the ability to build trusted relationships across functions.
• Experience communicating findings through reports, dashboards, presentations, or other data visualizations.
• Strong written and verbal communication skills with the ability to translate complex analyses into actionable business insights.
• Strong proficiency with Microsoft Excel and familiarity with current analytical, business intelligence and visualization tools.
• Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future.
• This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.

Preferred Qualifications:

• Experience with data visualization tools outside of Microsoft Excel, such as Power BI or Tableau.
• Experience applying statistical, predictive, or other data modeling techniques through academic, research, internship, or professional project experience.
• Familiarity with AI productivity tools, prompt engineering, custom GPTs, or other emerging analytical technologies.
• Experience conducting market research, competitive intelligence, or external data research.
• Project or professional experience in insurance, financial services, or consulting.
• Interest in developing deeper expertise in data modeling, advanced analytics, or actuarial science, and their application to underwriting and portfolio decision-making.

Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

Total Rewards That Put Employees First

In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees. Highlights of our exceptional benefits include generous health, dental, and vision coverage, health savings accounts, a 401(k)-retirement savings match and an annual profit sharing contribution. We proudly offer family forming benefits for adoption, fertility, and surrogacy, generous paid time off and paid holidays, paid parental and caregiver leave, a hybrid work environment, and company-paid life insurance and disability. To support employees in their career journeys, we provide professional growth and development opportunities in addition to employee recognition and well-being programs. Apply today to learn more.

Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation. In our vision to be First with Co-Workers, compensation is only one piece of the comprehensive total rewards package we offer. The target base salary range for this position is $66,500 to $86,000. Compensation for the successful candidate will consider the candidate's particular combination of knowledge, skills, competencies, experience and geographic location.

#LI-Hybrid