Director, Revenue Accounting
SelectQuote Insurance Services
SQL
Portfolio Analyst
Howden, A Chart Industries Company
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Illinois
Visit company websiteSalary
💰 $60,000 - $80,000 per year
Job Level
Mid-LevelSenior
Tech Stack
SQL
About the role
- DUAL North America is seeking a Portfolio Analyst to support the Modeling division. At DUAL, Analysts play a key supportive role in business decision-making by transforming complex insurance data into clear, actionable insights. You will work across teams to ensure data accuracy, streamline modeling workflows, and produce meaningful reporting to guide underwriting and operational strategies. Supporting the Portfolio Modeling team, you will prepare and input exposure data into various modeling systems. You will perform monthly portfolio analysis and collaborate with DUAL divisions proactively suggest portfolio management metrics. This role is key to providing timely, data-driven insights for effective risk selection. Perform monthly validation, reconciliation, portfolio analysis, and reporting for all catastrophe modeling clients of DUAL North America. Lead integration of DUAL’s portfolio modeling into analysis and reporting workflows. Collaborate with DUAL divisions to standardize and prepare data for catastrophe modeling software. Conduct monthly portfolio analyses using modeling tools and develop automated reporting processes via SQL. Engage with DUAL teams to understand reporting needs and recommend portfolio management metrics and strategies. Generate and distribute monthly reports. Support new business by compiling data and building notional portfolios. Communicate with reinsurance brokers to explain data and modeling methodologies. Provide backup support to the Portfolio Modeling Manager. Contribute to special projects as needed.
Requirements
- Associate's degree (A.A.) or equivalent from a two-year college or technical school; or 3 to 5 years Insurance experience Holds a working knowledge of insurance terminology and data storage systems; able to extract and translate data into reports Experience working with portfolio-modeling platforms (AIR, RMS) and Microsoft SLQ Server database Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Must manage multiple, varying assignments daily and properly evaluate their importance to complete assigned tasks accurately and on time Self-motivated and demonstrating attention to detail with an ability to learn quickly Ability to follow policies and procedures and work independently for extended periods Excellent written and verbal communication skills as well as general business understanding Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment If you do not meet all the qualifications for this role, we still encourage you to apply, as we are always looking for diverse talent to join our growing team.
