Lead Portfolio Analyst

The Lead Portfolio Analyst is a senior analytical leader responsible for driving portfolio-level insight, underwriting discipline, and data-driven decision-making across the organization. This role oversees the design, execution, and governance of analytical frameworks that inform risk selection, pricing adequacy, capital allocation, and portfolio optimization. The position includes managerial responsibility for Portfolio Analysts, providing technical mentorship, workflow oversight, and professional development.

The ideal candidate blends deep actuarial and data science expertise with strong business judgment, the ability to translate complex modeling into actionable underwriting guidance, and a track record of building scalable analytical infrastructure.

Portfolio Analytics & Underwriting Insight

• Lead the development and enhancement of portfolio-level risk scoring, segmentation, and performance monitoring frameworks that guide underwriting strategy and appetite.

• Translate model outputs into clear, actionable underwriting guidelines that improve loss ratio performance and strengthen risk selection discipline.

• Partner with underwriting leadership to evaluate emerging trends, concentration risks, and growth opportunities across lines of business.

• Oversee scenario testing, stress modeling, and capital impact analyses to support strategic planning and risk appetite decisions

Modeling, Quantitative Analysis & Governance

• Architect and maintain stochastic simulation frameworks for frequency-severity modeling, uncertainty quantification, and reserve/capital adequacy assessments.

• Implement robust model governance processes, including drift detection, performance monitoring, interpretability reporting, and documentation standards. • Collaborate with data engineering and MLOps teams to ensure analytical models are scalable, reproducible, and integrated into production environments.

Data Infrastructure & Automation

• Drive the build-out of automated analytical pipelines, dashboards, and reproducible workflows that support underwriting, reserving, and portfolio management.

• Partner with engineering teams to optimize compute efficiency, data accessibility, and model deployment—leveraging cloud, containerization, and modern data stack tools.

• Ensure data quality, lineage, and consistency across underwriting and actuarial datasets.

Leadership & Team Management

• Manage, mentor, and develop Portfolio Analysts, providing technical guidance, performance feedback, and structured growth opportunities.

• Prioritize and allocate analytical work across the team, ensuring timely delivery of high-quality insights to underwriting, actuarial, and executive stakeholders.

• Foster a culture of analytical rigor, curiosity, and continuous improvement

Cross-Functional Collaboration

• Work closely with underwriting, actuarial, claims, finance, and product teams to align analytical outputs with business needs.

• Communicate complex quantitative concepts to non-technical audiences, enabling informed decision-making at all levels of the organization.

• Support regulatory, audit, and governance processes with clear documentation and defensible analytical methodologies.

Education & Credentials

• FCAS or equivalent actuarial designation required; CSPA or advanced analytics certification preferred.

• Master’s degree in Analytics, Data Science, Applied Mathematics, or related quantitative field.

• Bachelor’s degree in Mathematics, Statistics, or related discipline

Technical Skills

• Proficiency in R, Python, SQL, Snowflake, and modern data engineering/analytics tooling (git, Docker, Kubernetes, dbt, AWS).

• Expertise in Monte Carlo simulation, stochastic modeling, predictive modeling, and machine learning techniques.

• Experience building and maintaining analytical platforms, automated pipelines, and production-grade model environments.

Professional Experience

• 8+ years of actuarial, data science, or portfolio analytics experience within insurance or insurtech environments.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.