Job Description
The Opportunity
This role plays a fundamental part within the Personal Insurance Portfolio Management team by co-leading the central analytical engine required to support Definity’s portfolio objectives.
Reporting to the VP, Personal Insurance Operational & Financial Planning, this role is accountable for overseeing the delivery of timely, high-quality portfolio performance monitoring, insight generation, forecasting, and deep dive analysis. In partner with other leaders, you will ensure the team provides clear, actionable insights that diagnose performance trends, explain the “why” behind results, and support effective decision making by Regional Portfolio Directors.
This role combines people leadership, analytical excellence, and operational rigor. You will jointly build and oversee a center of excellence for analytical talent, manage the team’s end-to-end workflow, and partner closely with PI Directors and senior stakeholders to align analytical effort with the most critical business priorities and long-term portfolio strategy.
This role will have regular exposure to senior leaders and are expected to confidently form and present portfolio recommendations that influence strategic and tactical decisions across Personal Insurance.
What To Expect
Oversee Portfolio Target Setting & Scenario Analysis
- Partner closely with Advanced Analytics, Pricing and Operations to design and build a robust portfolio construction model, including profitability, growth and risk quality metrics, that enable dynamic scenario analysis and informed decision making
- Direct and review scenario testing and trade-off analysis as required by Portfolio Directors
- Prepare data driven recommendations on portfolio-level targets across products, segments, and regions for annual planning cycle
- Continuously refine target-setting methodologies, incorporating new data, insights, and market dynamics to improve accuracy and decision relevance
Oversee Deep‑Dive Analysis & Strategic Projects
- Prioritize and manage a portfolio of deep‑dive analytical projects designed to diagnose root causes of performance trends
- Partner with Regional Portfolio Directors to help frame strategic questions and ensure analysis directly informs portfolio actions and decisions
- Ensure consistency, quality, and relevance of analytical outputs across all projects
- Support the development and refinement of portfolio forecasts by ensuring underlying assumptions are informed by current performance trends, emerging insights, and identified risks and opportunities
- Translate analytical findings into clear, data-driven portfolio recommendations, outlining trade-offs, expected impacts, and practical actions
- Partner with stakeholders to evaluate potential portfolio actions and scenarios, ensuring recommendations are grounded in robust analysis and aligned to financial and risk objectives
Develop & Lead a High‑Performing Analytical Team
- Build and lead a center of excellence for portfolio analytics, accountable for engagement, development, and performance of all PI Portfolio Analysts
- Provide ongoing coaching, mentoring, and constructive feedback to support both technical capability and professional development
- Manage performance expectations and support career progression for analysts, including identifying development opportunities and future leaders
- Foster a collaborative, inclusive, and high‑performance team culture
Manage Operational Workflow & Stakeholder Relationships
- Design and manage the operational workflow for the centralized analyst team, including project intake, prioritization, capacity planning, and quality control
- Facilitate a weekly prioritization forum with Regional Portfolio Directors to ensure analytical resources are aligned to the highest‑value business needs
- Serve as the primary liaison between Portfolio Directors and the analyst team, ensuring strong communication, clarity of expectations, and effective delivery
- Demonstrated experience leading and developing high‑performing analytical teams
What You Bring
- University degree in Business, Finance, Economics, Statistics, Actuarial Science, or a related field
- 7+ years of progressive experience in analytics, portfolio management, FP&A, pricing, actuarial, or insurance performance analysis
- Demonstrated experience leading and developing high‑performing analytical teams
- Strong understanding of Personal Insurance (P&C) financials, portfolio metrics, and performance drivers
- Proven ability to translate complex analysis into clear, actionable insights for senior business stakeholders
- Excellent communication, stakeholder management, and organizational skills
- Highly collaborative, with strong judgment and the ability to balance analytical rigor with business relevance
Salary Range: $106,500-$156,500
