Risk Management Specialist

3 weeks ago

Melbourne, Victoria, Australia Marsh Pty Ltd Full time
Portfolio Analyst Job Description

We are seeking an experienced Risk Management Specialist to join our Melbourne-based Marsh Credit Specialties team. This role is a hybrid position that requires working at least three days a week in the office.

The Portfolio Analyst provides critical support to the Political Risk and Structured Credit team's live portfolio, transaction execution, and business development efforts. In this Melbourne-based role, you will have the opportunity to progress into a client and carrier relationship role after completing key development milestones within 18-24 months.

Your Key Responsibilities:

  • Portfolio Data Maintenance and Analysis:
    • Track pending and live portfolio data, including billing activity.
    • Prepare and maintain Deal Folders, Desktop Pipeline Spreadsheets, and Deal Market Sheets.
    • Input and extract Helios Data on an ad-hoc basis.
  • CRM Record Management:
    • Ensure accurate entry and updates of revenue projections and bookings.
    • Prepare MPower reports and dashboards for senior team members as required.
  • Policy Documentation:
    • Draft Premium Calculation Sheets and Policy Schedules.
    • Review Policy Wordings prepared by senior team members (non-technical analysis).
  • Billing Process Management:
    • Collaborate effectively with Marsh Client Operations for accurate and timely drafting of premium calculation sheets and review of invoices and closings.
    • Track and action overdue invoices and closings between clients, insurers, Marsh offices, and the Accounts Team.
  • Accounts Management:
    • Respond to audit requests from Marsh Accounts.
    • Address client ledger balance requests.

Your Qualifications:

  • A completion or near completion of an undergraduate degree in Finance, Economics, or a related field.
  • A basic understanding and interest in capital markets.
  • 6-12 months of experience in a back/middle office role in the banking or financial services industry.
  • Team-oriented with strong problem-solving and analytical skills.
  • Excellent time management skills and a 'can-do' attitude with an eagerness to learn.
  • Proficiency in Microsoft Office, with intermediate/advanced skills in Microsoft Word and Excel.
  • Excellent oral and written communication skills.

About Our Offer:

  • An estimated salary of around $70,000 - $90,000 per annum, depending on your experience and qualifications.
  • Ongoing professional development opportunities to help you grow in your career.
  • The chance to work with a talented team in a dynamic and inclusive environment.
  • The flexibility to work remotely and collaborate with colleagues across different locations.

About Us:

Marsh Pty Ltd is a leading insurance broker and risk advisor. We provide expert advice and solutions to help our clients manage their risks and achieve their goals. With a global presence and a diverse range of services, we offer exciting career opportunities for professionals who share our values and vision.

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