Portfolio Analyst

3 days ago

Melbourne City, Australia AU002 Marsh Pty Ltd_AU Full time

Description:

We are seeking a talented individual to join our Marsh Credit Specialities team at Marsh . This role will be based in Melbourne office . This is a hybrid role that has a requirement of working at least three days a week in the office.

An exciting opportunity has become available to work in the Marsh Political Risk and Structured Credit team . 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.

We will count on you to:

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.

What you need to have:

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 “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.

What makes you stand out:

Willingness to go the extra mile for client satisfaction. Ambition to build a solid career foundation in the financial services industry. Excellent interpersonal skills and the ability to work well in a team or autonomously.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

About Marsh Credit Specialties

Credit specialties

We deliver payment, performance, and country risk and insurance knowledge and solutions through a diverse and creative global team.

We specialize in accessing insurance risk capital to help our clients optimize their results. We support clients’ growth and enhanced returns by facilitating sales, replacing collateral, securing finance, and releasing capital in a world of continuous change.

Our global political risk and structured credit practice includes specialists with insurance broking, private sector, and public sector underwriting, banking, and other professional backgrounds.

Our diverse and creative team of specialists ensures that clients are aware of the options and market trends. Our extensive research and analysis mean that we can provide clients with both quantitative and qualitative information, enabling them to make more informed risk decisions tailored to their specific needs and helping them to navigate the complexities of risk management with greater confidence .

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