What is the Opportunity?
This role will leverage advanced, in-depth knowledge to deliver analytics and Business Intelligence (BI) initiatives, driving portfolio and client insights. With a strong focus on strategic portfolio analysis and client-centric solutions, the role will apply business acumen to identify and deliver actionable insights that inform targeted client strategies, business growth initiatives, and premium market positioning.
What will you do?
Leverage SQL, Tableau, Snowflake, Power BI, and other platforms to gather, clean, and prepare data.
Develop Key Performance Indicators (KPIs) and create dashboards/reports to analyze trends and deliver actionable insights.
Execute deep-dive analytics for areas within dashboards, daily results, or targets.
Design and implement frameworks for Key Risk Indicators (KRIs), KPIs, and Portfolio Limits.
Represent Cross Border Business in data organization and architecture to enhance portfolio analytics.
Act as a data owner to ensure downstream data (e.g., Core, CITADL, Axiom) meets enterprise reporting needs.
Enhance the MIS environment for active portfolio management, including Policy Exception reporting, performance tracking, and Vintage analysis.
Provide reporting and statistical trends for the Line of Business, supplemented with industry/business intelligence.
Work closely with Management to align analytics with line-of-business strategy.
-
Identify performance trends and recommend initiatives to address weaknesses or leverage opportunities.
Support "story-telling" to deliver insights meaningfully to stakeholders.