Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Portfolio Manager

Full-time

Reporting into the Head of UK P&C Technical Accounting and Administration, the Senior Portfolio Manager SME will lead and oversees the administration of insurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance account bookings, claims handling and managing the related cash flow. The role provides critical support and strategic guidance to underwriters in administrative activities relating to the underwriting and technical accounting process.

The Senior Portfolio Manager SME will manage the performance and strategic relationship with the outsourced underwriting and operations provider. This role is responsible for ensuring high-quality service delivery across core operational and underwriting processes, maintaining compliance with contractual and regulatory requirements, and driving efficiency and continuous improvement. The role will act as a key liaison between internal teams, the provider and the Head of SBS Strategic Operations.

Management of Outsourced portfolio

  • Provide strategic oversight of data integrity across assigned Lines of Business (LOBs), whether managed internally or through outsourced partners.
  • Responsible for the validation of facultative entries and ensure accurate updates within underwriting and accounting platforms, maintaining high standards of data governance.
  • Oversee the correct input and audit of Terms & Conditions in the accounting system, implementing robust quality assurance protocols.
  • Ensure completeness and accuracy in the recording of account and claims advices, driving accountability across teams.
  • Serve as a senior liaison between Underwriting, Claims, brokers, cedents, and outsourced teams to resolve complex discrepancies and ensure alignment across stakeholders.
  • Identify, document, and escalate issues related to outsourced deliverables, ensuring timely resolution and continuous improvement.
  • Govern outsourced initiatives, ensuring adherence to contractual obligations, quality benchmarks, and delivery timelines.
  • Analyse and interpret internal reports to monitor client accounts and performance metrics, providing actionable insights and strategic recommendations to senior stakeholders.
  • Champion knowledge sharing and collaboration across internal teams and external partners, fostering a culture of transparency and continuous learning.
  • Collaborate closely with peers and the Head of Technical Accounting & Administration to align operational priorities with business strategy.
  • Communicate effectively and constructively with staff and leadership, influencing outcomes and driving engagement
  • Lead the organisation and prioritisation of workload within the outsourced team, maintaining SLA compliance and proactively managing performance.

Audit/Compliance

  • Execute Internal Control System (ICS) checks in line with applicable guidelines and actively assist Underwriters in fulfilling these control requirements.
  • Supervise the accuracy and complete documentation for underwriting, accounting, and claims within the Document Management System (DMS).
  • Conduct payment sanctions and embargo screenings by reviewing relevant lists and escalate to Underwriting or Legal teams for further assessment when necessary.
  • Serve as a key point of accountability for both internal and external audits, including those conducted by third parties and local regulatory bodies.
  • Oversee cashflow activities, including the setup of client bank accounts within the accounting system.
  • Ensure that Processing of incoming and outgoing payments is accurate and executed in a timely manner.
  • Track and follow up on outstanding payments and unresolved balances related to the outsourced portfolio and designated contracts.

Assigned Portfolio

  • All tasks as noted above for assigned complex contracts not placed with Outsource team.

Experience

  • Several years of experience in the industry (re-/insurance) accounting and underwriting assistance and/or controlling
  • Advanced MS Office skills (focus on MS Excel, Power Query)
  • Power Bi, Foundry, Business Objects skills beneficial
  • Extensive knowledge of technical accounting, settlement process, business reporting or a subject matter expert in an active Line of Business.

Personal Competences

  • Deep Insurance & Reinsurance expertise with a strong desire to continuously deepen subject matter expertise.
  • Advanced analytical skills with a high level of accuracy and attention to detail.
  • Strong interpersonal skills with the ability to collaborate effectively across internal teams and external stakeholders.
  • Demonstrates a strong sense of responsibility and dependability in all aspects of work.
  • Self-motivated, flexible, and responsive to change in dynamic environments.
  • Highly organised with a consistent track record of delivering high-quality outcomes.
  • Proactively identifies opportunities for improvement and adapts to evolving business needs.
  • Skilled at building and maintaining trusted relationships across multiple levels and disciplines.
  • Passionate about driving innovation and operational excellence through strategic thinking and problem-solving

Education

  • Bachelor / completed commercial apprenticeship (ideally in re-/insurance company) or equivalent professional experience
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager in London vacancy
  • £70k - £90k per annumEstimated
     ...what we do. The department Join the Portfolio & Governance Office of our CIO, where our...  ...a focus on portfolio governance, demand management, and business outcome measurement, our team...  ...value across the enterprise. As a Senior IT Portfolio Manager, you will lead the strategic... 
    Senior
    Long-term contract
    On-site
    Immediate start

    Springer Nature

    London
    6 days ago
  • £59k - £77k per annumEstimated
     ...differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and...  ...for clients who expect something more than the ordinary. Portfolio Manager – Senior Debt Investec – Where Out of the Ordinary Happens At Investec... 
    Senior
    Long-term contract
    Full-time
    On-site
    Remote

    Investec

    London
    2 days ago
  • £63k - £84k per annumEstimated
     ...About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services,...  ...can confidently realize their long-term objectives. The Senior Index Portfolio Manager is responsible for the management, oversight, and development... 
    Senior
    Long-term contract
    Full-time
    Temporary
    Flexible hours

    Northern Trust

    London
    14 days ago
  •  ...Who we’re looking for We’re looking for a Senior Fund Controller to join our Schroders...  ...this role is central to the operational management of multi-private asset products that invest...  ...environment. ~ Experience using fund operations, portfolio management or reporting systems;... 
    Senior
    Flexible hours

    Schroders

    London
    5 hours ago
  • £72k - £93k per annumEstimated
     ...Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary About the role PwC...  ...quality advisory and compliance services to a high-profile portfolio of both UK and multinational clients. You will have the... 
    Senior
    Visa sponsorship
    On-site
    Work visa
    Shift work

    PwC

    London
    4 days ago
  • £76k - £100k per annumEstimated
     ...We’re looking for a commercially driven Senior Manager/Associate Director to grow the private capital client base. They will lead strategic initiatives to win new mandates, build strong relationships with clients and intermediaries, and identify cross-selling opportunities.... 
    Senior

    Alexander Daniels Offshore

    London
    a month ago
  • £99k - £130k per annumEstimated
     ...Senior Director – Funds Fitch Ratings’ Funds & Asset Management group is currently seeking a Senior Director for our London office. Fitch Ratings’ Funds & Asset Management group is a global team responsible for fund ratings analysis, methodology and model development,... 
    Senior
    Hybrid working
    On-site
    Immediate start
    Remote
    Flexible hours

    Fitch Group

    London
    18 days ago
  • £49k - £65k per annumEstimated
     ...Fitch Ratings’ Funds & Asset Management group is currently seeking an Analyst, Senior Analyst, or Associate Director based out of our London office. As one...  ...quality of funds and structured transactions, including portfolio analysis Review legal documentation for... 
    Senior
    Long-term contract
    Temporary
    Hybrid working
    On-site
    Immediate start

    Fitch Group

    London
    16 days ago
  • £57k - £74k per annumEstimated
     ...with a thoughtful, ambitious team, this role might be for you. As we scale following our Series B, we are looking for a Senior Fund Operations Manager to play a key role in delivering exceptional fund operations and service quality to our customers. This is not a... 
    Senior
    Long-term contract
    Full-time
    Hybrid working
    On-site
    Remote
    Flexible hours

    bunch

    London
    13 hours ago
  •  ...Career We're looking for an ambitious Portfolio Manager within our London office. From day one, you'll take responsibility for your own portfolio of clients, giving you the opportunity to build trusted relationships, develop your investment expertise, and make a measurable... 
    Long-term contract
    On-site

    Atomos

    London
    a month ago
  • £500 - £527 per day

     ...Location: King's Cross - three days per week onsite IR35: Inside IR35 Rate: £500 - £527 Umbrella We are recruiting a Lead Portfolio Manager to oversee projects delivering ETCS fitment and upgrades across the national passenger train fleet. Key Responsibilities ·... 

    Carrington West

    London
    a month ago
  • £58k - £77k per annumEstimated
     ...through the LHV App, enabling secure account opening and management. We are currently seeking a Portfolio Manager to support the continued growth of the SME...  ...occasionally be required. About the job Reporting to the Senior Portfolio Manager, the Portfolio Manager is a first... 
    Long-term contract
    Hybrid working
    On-site

    LHV Bank

    London
    10 days ago
  • £100k per annum

     ...Junior Portfolio Manager There is something uniquely compelling about joining an investment team where your ideas can directly influence performance...  ...of positions and portfolio level risk. Collaborating with senior investors to refine investment theses and respond quickly to... 
    Ongoing contract
    Long-term contract
    Permanent
    Flexible hours

    The Opportunity Hub UK

    London
    4 days ago
  • £51k - £67k per annumEstimated
     ...multi-strategy investment approach by deploying capital to a wide range of investment and trading strategies, managed by a global team of over thirty specialist portfolio managers and analysts Maven differentiates itself from other market participants in several ways; we are... 
    Flexible hours

    Maven

    London
    more than 2 months ago
  • £47k - £62k per annumEstimated
     ...Dubai and Bengaluru. Caxton Associates’ primary business is to manage client and proprietary capital through multiple liquid global hedge...  ...The Role: Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited... 

    Caxton Associates

    London
    a month ago
  • £65k per annum

     ...see all our Cantonese and Mandarin jobs, interview tips and London news: Your New Job Title: Mandarin speaking Fixed Income Portfolio Manager The Skills You'll Need: Mandarin, fixed income, Bond, investment Your New Salary: up to £65k Office based To be... 
    Fixed-term contract
    On-site
    Flexible hours

    People First Recruitment

    Central London
    more than 2 months ago
  • £30k per annum

    Company: WA CONSULTANTS Job Type: Permanent, Full Time Salary: £30000/annum
    Permanent
    Full-time

    WA CONSULTANTS

    London
    22 days ago
  • £48k - £62k per annumEstimated
     ...our Client Services team. Client Services responsibilities include but are not limited to the following : Ownership of a portfolio of loans and bonds from a BAU perspective Documentation review for all BAU matters Maintain and build on Borrower... 
    Hybrid working
    London
    more than 2 months ago
  • £57k - £74k per annumEstimated
     ...largest pension fund globally, is recruiting a senior investments role in our UK business that...  ...our Global Equities investment strategy managed from London. We are seeking an...  ...experience in equity manager selection and equity portfolio management. Global equities are the... 
    Flexible hours

    AustralianSuper

    London
    17 days ago
  • £54k - £72k per annumEstimated
     ...Company Overview: Capula Investment Management, founded in 2005, is a global investment manager specialising in absolute return, enhanced...  ...Capula Investment Management is seeking experienced Portfolio Managers across a range of strategies, including but not limited... 

    Capula

    London
    a month ago
  • £79k - £105k per annumEstimated
     ...The Firm Fasanara Capital is a boutique alternative asset manager, offering access to a range of inventive multi-asset capacity-constrained...  ...products. Over the past 14 years, we have pursued unorthodox portfolio construction and unconventional investment strategies in... 

    Fasanara

    London
    a month ago
  • £45k - £60k per annumEstimated
     ...Portfolio Manager - London   Company: Pharo Management is a leading global macro hedge fund with a focus on Emerging Markets. Founded in 2000, the firm currently manages approximately $8 billion in assets across four funds. Pharo trades foreign exchange, sovereign and... 
    Full-time
    On-site

    Pharo Management

    London
    more than 2 months ago
  • £30k per annum

    Company: AMOUR RECRUITMENT Job Type: Permanent, Full Time Salary: £30000/annum
    Permanent
    Full-time

    AMOUR RECRUITMENT

    Ealing, Greater London
    27 days ago
  • £58k - £77k per annumEstimated
     ...We are seeking a portfolio manager with a deep understanding of a particular inefficiency they attempt to capture. They will have been heavily involved in the research of the strategy as well as its implementation, and are able to develop new strategies from idea to implementation... 

    Maven

    London
    more than 2 months ago
  • £53k - £71k per annumEstimated
    DescriptionOur client, a leading global asset management firm, is seeking to hire a Quantitative Portfolio Manager to join their established Quantitative Equity investment...  ..., performance drivers, and research insights to senior stakeholders Candidate Profile: ~5-10 years of... 
    Permanent

    Mason Blake Limited

    London
    more than 2 months ago
  • £75k - £110k per annum

     ...The role is a unique hybrid role, combining traditional leveraged finance portfolio management with broader corporate banking exposure. The successful candidate will be responsible for managing a portfolio of large-cap leveraged credits while also overseeing ancillary facilities... 
    Long-term contract
    Hybrid working

    Michael Page

    City of London, Greater London
    6 days ago
  • £42k - £51k per annum

     ...Manage financial portfolios and ensure accurate reporting. Monitor budgets, forecasts, and financial performance of projects. Work with teams in India and Kenya to align financial strategies. Provide insights and recommendations for resource allocation. Ensure... 

    Michael Page

    London
    19 days ago
  • £30k per annum

     ...71804 A superb opportunity to join this established property management company who have specialised in Leasehold, Block and Estate Management...  ...per month and remotely Monday to Friday, 9.00am – 5.30pm.  The portfolio areas is around Ealing and West London. Main responsibility:... 
    Hybrid working
    On-site
    Remote
    Monday to Friday

    AMR Group

    London
    a month ago
  • £120k - £190k per annum

     ...Our client, a specialty insurance group, is looking for an experienced Portfolio Underwriting Manager to take ownership of the underwriting profitability of its portfolio. Working closely with the CUO, you will lead the selection, monitoring and performance management of the... 
    Permanent
    London
    15 days ago
  • £57k - £76k per annumEstimated
     ...baskets through to complex Buy & Maintain credit funds. We’re looking for a Fund Manager who wants to build on their fixed income experience and help our growing desk in managing portfolios that deliver what we promise to our clients, taking early and increasing... 
    Full-time
    Flexible hours

    Schroders

    London
    13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Portfolio Manager. Be the first to apply!