Project Portfolio & Governance Analyst

Overview

All locations New York, United States;
Philadelphia, United States;
Princeton, United States;

Welcome to Munich Re Specialty - North America, a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise to our partners and customers. As a trusted industry expert, we offer a broad range of comprehensive and customized solutions, including casualty, professional lines, property, surety, and public entity coverages. With the financial strength and global resources of our A+ Superior (A.M. Best) rated organization, we provide unmatched stability and reliability.

Our team is committed to superior service levels, a distinctive approach to specialty solutions, and a deep understanding of the complex risks our clients face. Join our team and be part of a dynamic and experienced organization that is shaping the future of specialty insurance in North America.

Future focused and always one step ahead!

The portfolio and governance analyst role will be responsible for overseeing and optimizing MRSNA's portfolio processes, and ensuring proper governance and development of best practices for the portfolio framework. This involves monitoring portfolio performance, working with colleagues to help develop content required by the framework and ensuring adherence to governance processes. Additionally, this role will be responsible for developing and generating reports and presenting findings to Head of Portfolio and stakeholders at all levels.

This role must work closely with counterparts in IT, Transformation/Engagement teams to coordinate MRSNA Portfolio updates and govern the Portfolio Framework. This role reports to the Head of Portfolio Management.

In this position you will:

• Drive and monitor the governance processes for the Portfolio Framework and best practices while continuously improving the maturity of the portfolio framework.
• Improve, analyze and evaluate the portfolio performance KPIs to develop insights on portfolio effectiveness and outcomes.
• Assist in gathering Portfolio items/project related data and information in support of the Portfolio Manager and provide suggestions on action items.
• Support in the management, development and disbursement of Portfolio Knowledge. Including training materials, templates, communication.
• Drive portfolio analytics by collaborating with IT PMO on financials and improving IT data coordination.
• Assist in timely preparation and distribution of meeting packs to necessary stakeholders and forums.
• Assist in building and implementing a Business Capacity Management methodology to assist in prioritizing activities at various stages in the Portfolio.
• Collaborate with business owners and team leads to identify resource capacity requirements. Generate reporting to create transparency and alignment with organizational priorities.

• Manage and optimize portfolio database ensuring data integrity and accuracy.
• Design and maintain dashboards and reporting tools using Power
  
  BI, Power Apps, and Sharepoint.
• Perform project portfolio analytics to identify trends, risks and opportunities.
• Develop insights and actionable recommendations for senior leadership.

• Management, development and administration of portfolio items (Excel, Sharepoint, MS Power Apps, Power BI and other portfolio management software) and any publication of portfolio, where applicable.
• Combination of designing, producing and ongoing improvement of relevant and insightful MI on Portfolio performance and trends which can be used for operational and Steer Co purposes.
• Develop reporting on specific portfolio components for GSI
• Drive development of meeting packs for leadership forums.
• Drive governance processes and delivery insights that shape portfolio priorities and resource allocation

• 3+ years experience in portfolio management, data analytics, or business intelligence roles.
• Experience in commercial insurance or financial services a plus, but not mandatory.
• Strong technical aptitude with data visualization tools and database management.
• Strong and proven analytical skills with ability to interpret data, identify trends and make recommendations
• Experience optimizing data visualization, business intelligence and data governance a plus.
• Excellent communication and interpersonal skills with the ability to effectively engage and influence colleagues and stakeholders at all levels.
• Proactive, self-starter with a high degree of organization, personal accountability and comfort managing multiple tasks effectively.
• High degree of proficiency in MS tool suite (Office, Power BI, Power Apps).
• Experience with portfolio management tools and BI platforms (Power
  
  BI, Tableau, or similar).
• Experience in lean process improvement initiatives and/or resource management, a plus.
• Understanding of insurance products, processes / workflows a plus.
• Bachelor's Degree…