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Financial Services Portfolio Analyst

1 month ago


Melbourne, Victoria, Australia AU002 Marsh Pty Ltd_AU Full time

About the Role:

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We are seeking a talented individual to join our AU002 Marsh Pty Ltd_AU team as a Financial Services Portfolio Analyst. This role will be based in Melbourne and is a hybrid position that requires working at least three days a week in the office.

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

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Key Responsibilities:

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  • Maintain and Analyze Portfolio Data: 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.\
  • Maintain CRM (MPower) Records: 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).\
  • Drive Billing Processes: 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.\
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Requirements:

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  • Completion or near completion of an undergraduate degree in Finance, Economics, or a related field.\
  • 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 \