Portfolio Change Analyst, Portfolio Analyst
hepster
full-time
Posted on:
Location Type: Remote
Location: Germany
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About the role
- You plan, prepare and implement price changes, tariff conversions and portfolio transfers.
- You translate business and actuarial requirements into concrete implementation and configuration concepts.
- You analyze and monitor portfolio metrics and derive implementation-relevant actions from them.
- You are responsible for the quality, preparation and timely delivery of bordereaux data, coordinate processes with internal and external partners and actively resolve data discrepancies.
- You work closely with the Pricing team and support the configuration of pricing logics.
- You coordinate with internal teams such as Product, Operations, Sales and IT as well as with external partners (e.g., insurers, platforms).
- You ensure that data and process logics are consistent across multiple systems.
- You prepare decision papers, implementation plans and presentations for internal stakeholders.
- You actively contribute to projects that operationally optimize and scale our portfolios.
Requirements
- You hold a degree or comparable qualification, e.g., in Economics, Finance, Business Administration, Business Informatics, Data Analytics or a similar field (a mathematical or actuarial background is an advantage but not required)
- You think analytically and enjoy structuring complex topics and driving them into implementation
- Ideally, you bring experience from the insurance, InsurTech, finance, platform or consulting environment
- You understand processes, data flows and system relationships and are comfortable working at interfaces
- You are proficient in Excel; knowledge of SQL, Python or similar tools is a plus
- You work in a structured, independent and solution-oriented manner
- You communicate clearly and enjoy working with diverse stakeholders
- You have very good German and English skills
Benefits
- Permanent full-time employment
- Independent work within a competent team
- Hands-on onboarding into the company and your area of responsibility
- Experienced colleagues to support and coach you
- Opportunities to contribute, short decision-making paths and a flat hierarchy
- Start-up atmosphere combined with the security and dynamism of a growing, award-winning company
- A steep learning curve and significant development opportunities
- Further training — expand your know-how at our expense
- An international team and international projects
- Various company events
- Office space directly on the Warnow with good transport connections
- Flexible home-office arrangements
- Working hours Monday to Friday (no weekend or public holiday work)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisportfolio managementpricing configurationimplementation planningdata preparationtariff conversionactuarial analysisdata discrepancy resolutionanalytical thinkingstructured problem solving
Soft skills
communicationcollaborationindependent worksolution-oriented mindsetstakeholder engagementproject contributionorganizational skillsattention to detailadaptabilitycritical thinking