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Schemes portfolio analyst

Royston
Zurich Insurance Company
Portfolio analyst
Posted: 7h ago
Offer description

Working hours: This role is available on a part-time, job-share and full-time basis

Location: We’re flexible on where you are based, However, there will be the need to travel to London or Croydon offices regularly, Hybrid

Closing date for applications: 29th July 2025

The opportunity:

Zurich is seeking a Portfolio Analyst with exceptional analytical skills and a commercial mindset to join our fast-paced insurance environment. Our Retail business has experienced substantial growth in our Delegated Authority (DA) and Managing General Agent (MGA) partnerships, and we need a talented individual to join our Portfolio Management team.

As a Portfolio Analyst, you will be responsible for identifying trends and providing insight to our key brokers and distribution partners. This is a market-facing role that offers the opportunity to make an immediate impact on the business. By using your analytical skills to assess opportunities within our Schemes portfolio, you will contribute to profitable growth within Zurich.

We offer opportunities for career progression, including qualifications such as the CII or Data Apprenticeships. If you have the right mindset and attitude, we will provide you with the tools and support you need to take your skills to the next level.

Key responsibilities:

1. Play a key role in achieving our Scheme P&L targets by suggesting improvements to our pricing, underwriting, and proposition.
2. Gain expertise in analytical techniques and commercial insurance knowledge to provide regular insights and analysis from large datasets.
3. Stay updated on market developments, distribution channels, and our competitive position.
4. Establish and maintain strong relationships with internal and external stakeholders of our DA/MGA propositions.
5. Contribute to fostering a positive, diverse, and supportive team culture.

Your skills and experience:

6. Excellent numerical and data manipulation skills.
7. Strong commercial acumen, capable of presenting to internal and external stakeholders.
8. Proficient in applying analytical techniques to extract meaningful trends and make recommendations.
9. Experience with coding (R, SQL) is a plus, but we are willing to provide support and training if you have the drive and dedication to learn.
10. Display a strong passion for learning and personal growth with strong communication skills.

What will you get in return?

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Follow the link for more information about our benefits -

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people and our planet.

With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great.

Our Culture:

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs, or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all our applicants fairly and with respect, irrespective of their actual or assumed background, disability, or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social, and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us

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