The Baldwin Group

Portfolio Analyst

The Baldwin Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Junior

Tech Stack

PythonSQLTableauVBA

About the role

  • Manage end-to-end monthly servicing for a diversified book of casualty ILS programs, including bordereaux ingestion, reconciliation, cash settlement calculations, claims tracking, and financial reporting
  • Oversee collateral trust activity and ensure accurate and timely updates on collateral balances, sufficiency tests, claim withdrawals, and capital calls
  • Maintain and enhance investor reporting packages with clear documentation, trust metrics, portfolio development trends, and performance insights
  • Serve as a key operational contact for cedants, brokers, custodians, legal counsel, and auditors
  • Support investor inquiries and due diligence processes, ensuring all requests are addressed with accuracy and professionalism
  • Review and interpret reinsurance agreements, trust agreements, and related deal documentation to design, test, and implement collateral calculation methodologies
  • Develop and maintain Python, SQL, and Excel-based tools to streamline operational processes, including trust reconciliation, settlement attribution, and performance analytics

Requirements

  • Master’s degree in Applied Analytics, Finance, Statistics, Actuarial Science, Economics, or related field
  • Bachelor’s degree in Statistics, Economics, Mathematics, Finance, or related discipline
  • 1–3+ years of experience in insurance-linked securities, reinsurance, portfolio analytics, investment operations, or insurance finance
  • Proficiency in Python, SQL, R, and advanced Excel (including modeling, automation, VBA preferred)
  • Familiarity with insurance and reinsurance systems such as RMS, AIR, and exposure modeling tools
  • Experience with analytics platforms such as Tableau, Bloomberg, or Aladdin is a strong plus
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
PythonSQLRExcelVBAcollateral calculation methodologiesfinancial reportingclaims trackingcash settlement calculationsportfolio analytics
Soft Skills
communicationprofessionalismorganizationalattention to detailproblem-solving