Portfolio Manager Operations Specialist
il y a 3 semaines
The Portfolio Manager Operations plays a crucial role in overseeing the administration of insurance and/or reinsurance accounts and contracts. This includes establishing and maintaining contractual data, processing insurance and/or reinsurance account bookings, claims handling, and managing related cash flow.
Key Responsibilities:- Responsible for accurate entries (treaties and/or facultative) in the Accounting and Underwriting system/platforms and all further modifications
- Enter T&C (Terms and Conditions) into the accounting system with precision
- Check contractual T&C (Terms and Conditions), submit them to Underwriters for signature and draw their attention in case of ambiguities or changes
- Check and process of accounts and claims advices
- Clarify discrepancies of accounts and claims with underwriters/claim experts/cedents/brokers
- Manage independently their own portfolio with medium to complex accounts and solve complex problems or problems where precedent may not exist
- Provide guidance acting as a coach/mentor to juniors
- Foster knowledge sharing with other colleagues to reach solutions
- Manage cash flow including setting-up of client bank accounts in the accounting system, processing of outgoing/incoming payments and follow up on pending payments and open balances
- Perform ICS controls (Internal Control System) according to relevant guidelines and pro-actively support Underwriters in the performance of these controls
- Monitor client accounts/statistics by using internal reports, perform data analysis and support Stakeholders with reports and statistics
- Ensure compliance with sanctions and embargos by scanning respective lists and forward to Underwriter/Legal for further investigation if needed
- Ensure completeness and proper filing of underwriting, accounting and claims documentation DMS (Document Management System)
- Maintain good communication with clients by attending internal and external meetings and workshops as required
- Be accountable for internal and external audit purposes
- At least 5 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)
- Business Objects skills beneficial
- Power Bi, Tableau, skills beneficial
-
Portfolio Operations Specialist
il y a 3 semaines
Paris, Île-de-France Schroders Recruitment Temps pleinAbout the RoleWe are seeking a highly skilled Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will be responsible for the administration of several infrastructure debt funds and related transactions.Key responsibilities will include:Assisting the Investment Team...
-
Portfolio Operations Specialist
il y a 2 semaines
Paris, Île-de-France Schroders Temps pleinPortfolio Operations SpecialistAt Schroders Capital Management France, we are seeking a highly skilled Portfolio Operations Specialist to support our growing Infrastructure Debt business. The successful candidate will be responsible for the administration of several infrastructure debt funds and related transactions.The role is an opportunity to join a...
-
Portfolio Operations Specialist
Il y a 2 mois
Paris, Île-de-France Schroders Temps pleinAbout the RoleWe are seeking a highly skilled Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will play a critical role in supporting the growth and development of our operations.Key ResponsibilitiesControl and support the acquisition of new transactions,...
-
Portfolio Operations Specialist
il y a 4 semaines
Paris, Île-de-France ENGINEERINGUK Temps pleinAbout Schroders Capital Management FranceSchroders Capital Management France (SCMF) specializes in infrastructure financing, regulated by the AMF and authorized to manage AIF. It is part of Schroders Capital, the private asset division of Schroders Group, providing investors with access to a broad range of private asset investment opportunities and...
-
Portfolio Operations Specialist
il y a 3 semaines
Paris, Île-de-France Schroders Temps pleinAbout the RoleWe are seeking a highly motivated and detail-oriented Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will play a crucial role in supporting the growth and development of our operations.Key ResponsibilitiesControl and support the acquisition of new...
-
Portfolio Operations Coordinator
il y a 1 semaine
Paris, Île-de-France Schroders Temps pleinPortfolio Operations Specialist RoleSchroders Capital Management France is seeking a Portfolio Operations Specialist to support the growing Infrastructure Debt business. The successful candidate will be responsible for the administration of several infrastructure debt funds and related transactions.About the JobThe Portfolio Operations Specialist will be...
-
Portfolio Operations Specialist
il y a 3 semaines
Paris, Île-de-France ENGINEERINGUK Temps pleinAbout the RoleWe are seeking a highly skilled Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will be responsible for the administration of several infrastructure debt funds and related transactions.The ideal candidate will have a strong understanding of debt...
-
Portfolio Operations Specialist
il y a 3 semaines
Paris, Île-de-France ENGINEERINGUK Temps pleinAbout the RoleWe are seeking a highly skilled Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will be responsible for the administration of several infrastructure debt funds and related transactions.Key ResponsibilitiesControl and support the acquisition of new...
-
Portfolio Operations Specialist
il y a 3 semaines
Paris, Île-de-France Schroders Recruitment Temps pleinAbout the RoleWe are seeking a highly skilled Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will play a critical role in supporting the growth and development of our operations.Key ResponsibilitiesControl and support the acquisition of new transactions,...
-
Portfolio Management Specialist
il y a 2 semaines
Paris, Île-de-France AXA Group Temps pleinPortfolio Management SpecialistWe are seeking a skilled Portfolio Management Specialist to join our team in the Chief Underwriting Officer (CUO) office. The successful candidate will be responsible for driving portfolio management, underwriting analytics, and governance for the Business Unit APAC (Asia Pacific) and Europe at AXA XL.The ideal candidate will...
-
Portfolio Operations Specialist
il y a 4 semaines
Paris, Île-de-France Schroders Recruitment Temps pleinAbout the RoleWe are seeking a highly skilled Portfolio Operations Specialist to join our team at Schroders Capital Management France. As a key member of our Infrastructure Debt business, you will play a critical role in supporting the growth and development of our operations.Key ResponsibilitiesControl and support the acquisition of new transactions,...
-
Spécialiste en Lean Portfolio Management
il y a 3 semaines
Paris, Île-de-France Sopra Steria Temps pleinSpécialiste en Lean Portfolio Management Sopra Steria est un leader en transformation digitale qui aide les entreprises à se développer et à innover. Nous recherchons un Spécialiste en Lean Portfolio Management pour rejoindre notre équipe de conseillers en transformation digitale. En tant que Spécialiste en Lean Portfolio Management , vous serez...
-
Portfolio Operations Specialist
il y a 1 mois
Paris, Île-de-France Schroders Temps pleinAbout Schroders Capital Management FranceSchroders Capital Management France (SCMF) is a leading provider of infrastructure financing solutions, specializing in private debt and equity. As a regulated entity by the AMF and authorized to manage AIF, we offer investors access to a broad range of private asset investment opportunities and customized private...
-
Portfolio Manager
il y a 3 semaines
Paris, Île-de-France Natixis NY Branch Temps pleinPortfolio ManagerA key role within Natixis NY Branch, the Portfolio Manager is responsible for overseeing the management of receivables and commitments of borrowers of French and Luxembourg vehicles. This involves working closely with the Funds Operations and Funds Admin teams to ensure seamless flows and effective portfolio management.The ideal candidate...
-
Portfolio Operations Specialist
il y a 2 semaines
Paris, Île-de-France Schroders Temps pleinAbout the RoleSchroders Capital Management France is seeking a skilled Portfolio Operations Specialist to support the growth of its Infrastructure Debt business. The successful candidate will be responsible for the administration of several infrastructure debt funds and related transactions.Key ResponsibilitiesAssist the Investment Team in the acquisition of...
-
Portfolio Manager Operations Specialist
il y a 4 semaines
Paris, Île-de-France SCOR Temps pleinJob DescriptionThe Portfolio Manager Operations role at SCOR oversees the administration of insurance and/or reinsurance accounts and contracts, ensuring seamless contractual data management, accurate account bookings, and efficient claims handling. This position also supports underwriters in administrative activities related to the underwriting process.Key...
-
Portfolio Specialist
il y a 3 semaines
Paris, Île-de-France AXA Group Temps pleinPortfolio SpecialistAXA XL is seeking a skilled Portfolio Specialist to join our team in the Chief Underwriting Officer (CUO) office. As a Portfolio Specialist, you will be responsible for analyzing and monitoring product portfolios, working closely with the Underwriting Analytics team to deliver ad-hoc portfolio deep dives, and supporting product CUOs on...
-
Portfolio Manager Operations Specialist
il y a 4 semaines
Paris, Île-de-France SCOR Temps pleinJob DescriptionThe Portfolio Manager Operations role at SCOR oversees the administration of insurance and/or reinsurance accounts and contracts, ensuring seamless execution and compliance. This position is responsible for establishing and maintaining contractual data, processing insurance and/or reinsurance account bookings, claims handling, and managing...
-
Portfolio Manager Operations Specialist
il y a 3 semaines
Paris, Île-de-France SCOR Temps pleinJob DescriptionThe Portfolio Manager Operations role at SCOR oversees the administration of insurance and/or reinsurance accounts and contracts, ensuring seamless execution from establishment to maintenance. This includes processing account bookings, claims handling, and managing related cash flow. The successful candidate will also support underwriters in...
-
Credit Portfolio Manager
il y a 3 semaines
Paris, Île-de-France Crédit Agricole Group Temps pleinJob Title: Crédit et Portfolio Manager H/FJoin our team as a Crédit et Portfolio Manager H/F and take on a challenging role that requires a unique blend of investment expertise and portfolio management skills.Key Responsibilities:Manage EUR IG credit portfolios and credit positions within the EUR credit team in Paris.Develop and implement overall credit...