Portfolio Analyst

Portfolio Analyst

The Baldwin Group is seeking a highly analytical and detail-oriented Portfolio Analyst to support the management, monitoring, and reporting of our Insurance-Linked Securities (ILS) portfolios, with a focus on casualty reinsurance and structured insurance transactions. The ideal candidate will have hands-on experience with financial servicing, collateral accounting, bordereaux processing, and investor reporting, combined with strong technical skills in data analytics and automation.

This role works cross-functionally with cedants, brokers, custodians, auditors, and internal investment teams to ensure accurate, timely, and compliant portfolio operations across multiple ILS programs.

Portfolio Operations & Financial Servicing

Manage end-to-end monthly servicing for a diversified book of casualty ILS programs, including bordereaux ingestion, reconciliation, cash settlement calculations, claims tracking, and financial reporting. Oversee collateral trust activity and ensure accurate and timely updates on collateral balances, sufficiency tests, claim withdrawals, and capital calls. Maintain and enhance investor reporting packages with clear documentation, trust metrics, portfolio development trends, and performance insights.

Stakeholder Coordination

Serve as a key operational contact for cedants, brokers, custodians, legal counsel, and auditors. Support investor inquiries and due diligence processes, ensuring all requests are addressed with accuracy and professionalism. Coordinate audit responses, regulatory documentation, and compliance monitoring for offshore reinsurers and SPVs.

Contract Interpretation & Collateral Methodology

Review and interpret reinsurance agreements, trust agreements, and related deal documentation to design, test, and implement collateral calculation methodologies. Identify and resolve contractual discrepancies by engaging with cedants and internal teams to protect investor interests.

Data Analytics & Automation

Develop and maintain Python, SQL, and Excel-based tools to streamline operational processes, including trust reconciliation, settlement attribution, and performance analytics. Transform raw exposure and transactional data into actionable insights for portfolio management and investor-level reporting. Enhance reporting frameworks, dashboards, and automation modules to improve scalability and data transparency.

Risk Monitoring & Portfolio Analysis

Support day-to-day monitoring of casualty reinsurance program performance, including loss development, premium flows, reserve movements, and exposure analytics. Assist in stress testing, scenario modeling, and forward-looking performance forecasting using internal and external tools (e.g., RMS, AIR, Aladdin). Maintain audit-ready documentation and robust internal controls to ensure accuracy and data integrity across all portfolio processes.

Qualifications

Education

• Master’s degree in Applied Analytics, Finance, Statistics, Actuarial Science, Economics, or related field.
• Bachelor’s degree in Statistics, Economics, Mathematics, Finance, or related discipline.

Technical Skills

• Proficiency in Python, SQL, R, and advanced Excel (including modeling, automation, VBA preferred).
• Familiarity with insurance and reinsurance systems such as RMS, AIR, and exposure modeling tools.
• Experience with analytics platforms such as Tableau, Bloomberg, or Aladdin is a strong plus.

Industry Experience

• 1–3+ years of experience in insurance-linked securities, reinsurance, portfolio analytics, investment operations, or insurance finance.
• Exposure to casualty reinsurance programs, collateralized reinsurance structures, or SPV/trust operations highly preferred.

Key Skills/Competency

• Portfolio Analysis
• Insurance-Linked Securities (ILS)
• Casualty Reinsurance
• Financial Servicing
• Collateral Accounting
• Bordereaux Processing
• Investor Reporting
• Data Analytics
• Python
• SQL