Lead Portfolio Analyst
The Baldwin Group
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
About the role
- Lead the development and enhancement of portfolio-level risk scoring, segmentation, and performance monitoring frameworks that guide underwriting strategy and appetite.
- Translate model outputs into clear, actionable underwriting guidelines that improve loss ratio performance and strengthen risk selection discipline.
- Partner with underwriting leadership to evaluate emerging trends, concentration risks, and growth opportunities across lines of business.
- Oversee scenario testing, stress modeling, and capital impact analyses to support strategic planning and risk appetite decisions.
- Architect and maintain stochastic simulation frameworks for frequency-severity modeling, uncertainty quantification, and reserve/capital adequacy assessments.
- Implement robust model governance processes, including drift detection, performance monitoring, interpretability reporting, and documentation standards.
- Collaborate with data engineering and MLOps teams to ensure analytical models are scalable, reproducible, and integrated into production environments.
- Drive the build-out of automated analytical pipelines, dashboards, and reproducible workflows that support underwriting, reserving, and portfolio management.
- Partner with engineering teams to optimize compute efficiency, data accessibility, and model deployment—leveraging cloud, containerization, and modern data stack tools.
- Ensure data quality, lineage, and consistency across underwriting and actuarial datasets.
- Manage, mentor, and develop Portfolio Analysts, providing technical guidance, performance feedback, and structured growth opportunities.
- Prioritize and allocate analytical work across the team, ensuring timely delivery of high-quality insights to underwriting, actuarial, and executive stakeholders.
- Foster a culture of analytical rigor, curiosity, and continuous improvement.
- Work closely with underwriting, actuarial, claims, finance, and product teams to align analytical outputs with business needs.
- Communicate complex quantitative concepts to non-technical audiences, enabling informed decision-making at all levels of the organization.
- Support regulatory, audit, and governance processes with clear documentation and defensible analytical methodologies.
Requirements
- 8+ years of actuarial, data science, or portfolio analytics experience within insurance or insurtech environments.
- FCAS or equivalent actuarial designation required; CSPA or advanced analytics certification preferred.
- Master’s degree in Analytics, Data Science, Applied Mathematics, or related quantitative field.
- Bachelor’s degree in Mathematics, Statistics, or related discipline.
- Proficiency in R, Python, SQL, Snowflake, and modern data engineering/analytics tooling (git, Docker, Kubernetes, dbt, AWS).
- Expertise in Monte Carlo simulation, stochastic modeling, predictive modeling, and machine learning techniques.
- Experience building and maintaining analytical platforms, automated pipelines, and production-grade model environments.
Benefits
- Professional development
- Flexible working hours
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
risk scoringsegmentationperformance monitoringscenario testingstress modelingcapital impact analysisstochastic simulationpredictive modelingmachine learningdata quality
Soft Skills
leadershipmentoringcommunicationanalytical rigorcuriositycontinuous improvementcollaborationstrategic planningtechnical guidanceperformance feedback
Certifications
FCASCSPAMaster’s degree in AnalyticsMaster’s degree in Data ScienceMaster’s degree in Applied MathematicsBachelor’s degree in MathematicsBachelor’s degree in Statistics