Portfolio management - Senior Associate (FinMar)

About FINMAR Market Services

Role Overview

Principal Duties

• Support contract administration, insurer onboarding, renewals, endorsements, tracking, and record maintenance.
• Support accrual processing, revenue forecasting, financial reporting, and variance escalation.
• Administer insurer RFP processes, including timeline management, documentation, coordination, and records.
• Prepare and administer insurer panel reviews with timely, accurate supporting information.
• Coordinate with Legal, Finance, and support teams on portfolio activities.
• Support invoicing, payment tracking, and reconciliation activities.
• Produce reports and data analysis for portfolio management decisions.
• Support Portfolio Managers with ad hoc requests, projects, and operational initiatives.
• Contribute to process improvements, standardization, efficiency, and consistency across global panels.
• Manage changing priorities while maintaining accurate, high-quality output.
• Maintain internal and external stakeholder relationships and expectations.
• Follow compliance requirements for assigned team activities.

Qualifications and Experience

• Graduate or postgraduate degree in any discipline.
• Minimum 2 years of experience in financial services, insurance, operations, administration, or a related environment.
• Experience in global or cross-functional teams is advantageous.

Knowledge and Skills

• Strong Microsoft Office knowledge, including Excel, PowerPoint, and Word.
• Understanding of data analysis, reporting, and interpretation.
• Power BI knowledge is desirable.
• Strong organisational, analytical, problem-solving, communication, and data-reporting skills.
• Ability to manage priorities, meet deadlines, work independently, and identify process improvements.
• Attention to detail, accuracy, accountability, adaptability, and collaborative global teamwork are expected.