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Bangalore, KA, IN

Portfolio Management Senior Analyst

About Swiss Re


Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work.



About Swiss Re

The Swiss Re Group is one of the world’s leading providers of reinsurance, insurance, and other forms of insurance-based risk transfer, working to make the world more resilient. It anticipates and manages risk – from natural catastrophes to climate change, from ageing populations to cybercrime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. It is organized into three Business Units, each with a distinct strategy and set of objectives contributing to the Group’s overall mission.

Function title:

Portfolio Management Senior Analyst

Corporate band title:


Corporate title:

Portfolio Management Senior Analyst

Working degree (%):


No. of direct reports:


Solid Line Manager (Name & function title):

Amit Sharma- Lead Portfolio management APAC, Bangalore



Organizational Unit:

Life & Health Business Management



Position objectives and position summary (short and detailed definition of most important activities)

  • Targeted in force treaty reviews and experience analysis
  • Reprice of reviewable rate treaties
  • Valuation for recapture purposes
  • Scenario analysis and quantitative assessment of EVM and USGAAP financial impacts
  • Support in the analysis for market Portfolio Review Groups / Operational Groups
  • Performing MoSes runs on bespoke assumptions upon request for Closed Treaty Reviews, Re-pricing analysis and Recaptures
  • Loss Ratio analysis (Group Business)
  • Technical/spreadsheet peer review within capability
  • Completing IBNR analysis for closed Group treaties
  • Supporting valuation team in a capacity which builds skills for the above tasks during peak season 
  • To apply technical knowledge and process skills to tackle problems and develop solutions


About Team

The Portfolio Management team forms part of the Business Management division in Swiss Re together with other units including Technical Accounting, Actuarial Management and Claims. The team has interdependent relationships with other units within the L&H Business Management division and is required to foster a strong team culture to drive delivery of the overall divisional mandate. 


The mandate of the Portfolio Management team is to monitor, protect and maximize the shareholder value extracted from the in-force L&H portfolio across Australia and New Zealand markets.


This role will be working closely with market portfolio owners, as well as other teams within Division APAC L&H Community, including Pricing, Finance, Transactions and Client markets.


About You (education, linguistic ability, professional experience, leadership qualities, soft skills)

  • Advanced actuarial student with good exam progress.
  • Around 3+ years of experience in reinsurance, life, or health insurance products
  • Proficiency in Life Valuation software – Prophet, Moses etc
  • Experience with market consistent valuation and/or USGAAP an advantage
  • Ability to work and judge independently
  • Excellent oral and written communication skills
  • Good business and financial acuity
  • Work with teams across various locations


The Company is an equal opportunity employer. It is the practice of the Company to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.

During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed.



Reference Code: 118722 


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