Portfolio Manager

Position Description

Company Combined has undergone significant growth over the past 5 years, which has led to the requirement for greater management and control. The vision is to double the portfolio to $1bn by 2012 and in order to meet the future growth plan, we are seeking a Portfolio Manager who will play a key role in identifying profitable segments for growth. We are offering a unique opportunity to manage a substantial and growing portfolio with an international focus of more than 50 countries, using a range of portfolio management techniques.  With 8 direct reports from across the globe, this is a truly international role and an opportunity to help shape the future of a key profit centre.

• Establish world-wide portfolio standards.


• Work closely with the Underwriting Manager to monitor changes as part of the underwriting review.


• Liaise with corporate actuary for both IBNR.


• Implement a pricing model.


• Catastrophe management and modeling within the profit centre.


• Training and development of field staff on corporate techniques.


• Provide key data input for reinsurance.


• Analyse trends, rates, loss ratios and the performance of the portfolio, as well as providing statistical analyse, underwriter performance, broker performance and trade specific performance.


• Gather information from other Portfolio Managers from across the various regions, and collate data to provide statistical information and analysis to all parties involved with the management of the profit centre.


• Ensure that all appropriate data is collected, coded and input into the relevant systems, and that systems are available for data extraction and analysis.


• Responsibility for production of all periodic and ad hoc reports for the management of the company Combined business.


• Maximise portfolio management tools to ensure sound rationale for budget planning.


• Monitor and review costs to control direct and indirect costs.


• International travel will be required. 10% of time anticipated.


• To carry out your significant management functions is apportioned by UK’s Governing Bodies within the framework of UK’s TCF policy.


• To ensure that performance objectives are set and assessed against the relevant FSA TCF outcomes.


• To carry out your accountabilities and objectives within the framework of UK’s TCF policy.


• Comply with key regulatory and risk management procedures.

Skills/Experience Required 

• Proven experience within a similar role/industry


• Detail oriented with strong analytical skills.


• Actuarial background a plus.


• Commercial insurance portfolio management background with focus on the SME segment a plus.


• Strong excel/access skills.


• Strong profit and loss understanding.


• Excellent communication skills.


• Self starter with an ability to discover problems and implement solutions.

About Us

Chartis is a world leading property-casualty and general insurance organization serving more than 40 million clients in over 160 countries and jurisdictions.  With a 90-year history, one of the industry’s most extensive ranges of products and services, deep claims expertise and excellent financial strength.  Chartis enables its commercial and personal insurance clients alike to manage virtually any risk with confidence.

Chartis is the marketing name for the worldwide property and general insurance operations of Chartis, Inc.  All products are written by insurance company subsidiaries or affiliates of Chartis Insurance.  Coverage may not be available in all jurisdictions and is subject to actual policy language.  Non-insurance products and services may be provided by independent third parties.  Certain coverage may be provided by a surplus lines insurer.  Surplus lines insurers do not generally participate in state guaranty funds and insured’s are therefore not protected by such funds.

At Chartis we support and encourage a diverse work environment. EOE.