HR702: Business Analyst, Portfolio Operations | Bermuda

Hamilton Recruitment View all jobs

Hamilton, ON
Permanent
Full-time

5 days ago

BUSINESS ANALYST – PORTFOLIO OPERATIONS – UNDERWRITING – BERMUDA – ONLY 10% TAX – HR702About this opportunityOur client is seeking a highly motivated and strategically minded individual to join their Portfolio Management team. This role will support the design, coordination, and execution of key priorities that shape the strategic direction of their Portfolio Management functions. Reporting directly to the SVP of Operations, you will work closely with senior leadership and cross-functional teams to drive alignment, solve complex challenges, and enhance strategic execution across the business.The ideal candidate brings experience in strategy consulting, capital planning, enterprise planning, or related analytical disciplines, and is comfortable creating executive-ready content, engaging diverse stakeholders, and navigating complex strategic initiatives.This is a unique opportunity to gain exposure to senior decision-makers, contribute to enterprise-level initiatives, and grow within a high-performing, globally connected team.Key responsibilities:Support Strategic Portfolio & Capital Planning

Support the SVP with the planning and execution of leadership forums and strategic meetings across the annual cycle, including strategic off-sites, quarterly planning meetings, and capital planning forums
Develop clear, compelling, and concise presentation materials and briefing documents for senior leadership and strategic forums
Support scenario analysis and analytical reviews of future portfolio and capital implications
Act as a liaison between Underwriting, Portfolio Management, Finance, and other business units to ensure strategic alignment

Problem Solving & Support Strategic Initiatives within Portfolio Management

Apply structured problem-solving techniques to break down complex issues and develop meaningful insights
Collaborate with stakeholders to identify root causes, develop hypotheses, and deliver data-driven recommendations that support strategic decision-making
Support the coordination, tracking, and execution of strategic initiatives across the Portfolio Management team
Prepare and maintain project documentation, timelines, risk logs, and stakeholder updates

What you'll need

University degree from an accredited institution
5–7 years of experience in a strategic, analytical, or planning role, ideally within (re)insurance or a strategy consulting environment
Highly proficient in Excel, PowerPoint, Word, and Outlook
Experience supporting the planning cycle for a large organization, involving cross-functional engagement and prioritization
Strong problem-solving mindset with the ability to navigate ambiguity and drive clarity
Proven experience working cross-functionally and driving alignment across diverse teams
Excellent communication and presentation skills, with a demonstrated ability to engage senior stakeholders
Proven ability to manage multiple priorities in a fast-paced, dynamic environment
Familiarity with financial and capital planning, portfolio management, or strategy consulting is advantageous

How to apply

To apply, attach your résumé or include a link to your LinkedIn profile
If you don't provide one of the above, we can't progress your application

For reasons of confidentiality and to ensure best match for positions, our normal practice is to submit applications to employers only after we have had a Career Consultation with candidates. In the event that you are not shortlisted for this particular vacancy, your details will be held on file and considered for other relevant opportunities.Our clients are equal opportunity employers and value diversity. They do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you believe you deserve an exceptional career, we'll help make it happen.

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