Portfolio Solutions Specialist
Allianz Commercial
We are looking for a Portfolio Solutions Specialist to join our Portfolio Solutions team. This role will support the operation, oversight, onboarding, and performance management of delegated authority portfolios, with a focus on index business and complex MGA relationships. This will be a hybrid role situated either in our office in O’Fallon, MO, Alpharetta, GA OR Chicago, IL. Your Team Join our dynamic Portfolio Solutions team in North America, where we manage and oversee delegated authority portfolios across multiple lines of business. The team partners closely with underwriting, claims, compliance, finance, actuarial, operations, and external MGA partners to support onboarding, governance, portfolio monitoring, reporting, and operational excellence. The Impact You Will Have The Portfolio Solutions Specialist supports the onboarding, ongoing management, and portfolio monitoring of highly complex delegated authority facilities and MGA relationships across North America. This role requires strong project management and organizational capabilities, with responsibility for coordinating cross-functional activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and external MGA partners. The Specialist will manage multiple workstreams, timelines, dependencies, and deliverables to ensure new facilities are successfully onboarded and existing portfolios are effectively governed and monitored. The ideal candidate has a strong understanding of commercial insurance and underwriting fundamentals, delegated authority structures, and risk management, combined with the ability to drive complex initiatives forward through stakeholders who may not directly report to them. Some Of Your Specific Responsibilities Could Include Complex Facility & MGA Onboarding Coordinate the end-to-end onboarding of complex delegated authority facilities and MGA relationships. Develop and manage project plans, timelines, milestones, dependencies, and outstanding actions #J-18808-Ljbffr Allianz Commercial
$78.91k - $119.26k
...Portfolio Solutions Specialist We are looking for a Portfolio Solutions Specialist to join our team. This will be a hybrid role based in O'Fallon, MO, Chicago, IL, Alpharetta, GA or New York, NY. Join our dynamic Portfolio Solutions team in North America, where...SuggestedShift work$100k - $130k
...painstakingly designed to deliver a fully-integrated, client-aligned solution that combines investments, tax, trusts and estates, financial... ...of our time — and we're just getting started. The Role The Portfolio Solutions Associate is crucial to the larger Portfolio...SuggestedWork at officeFlexible hours$55.2k - $88.4k
...requirements. The Associate Consultant will assist in researching solutions for data challenges for institutional clients.... ...Technical skills / systems knowledge (Investment Administration & Portfolio Analytics Platforms). Experience using VBA, Python or other programming...SuggestedWork experience placementFlexible hours$90k - $105k
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...on experience in commercial credit, underwriting, lending, or portfolio management within commercial, commercial real estate, or agricultural... ...efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness...Full time$80k - $150k
...Public Square, Cleveland Ohio Job Summary The Associate, Portfolio Management is an individual contributor responsible for performing... ..., Associate PMs are expected to consistently demonstrate a solutions-oriented, growth mindset that is supportive of line of business...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift3 days per week$10 per hour
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...Associate, Treasury & Payment Solutions The Associate is a key member of the Treasury... ...responsible for providing sales, implementation, portfolio management, and client support to... ..., implementation teams, product specialists, and Sales Officers to ensure client requests...Part time$95.6k - $162.4k
...partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. The OTC and FX Associate Specialist is responsible for the driving implementation and execution of our project initiatives. They will translate strategy into...Full timeH1bWorldwideFlexible hours$75k - $105k
...permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors,... ..., integrity, and governance of investment data supporting portfolio analytics, compliance, reporting, and client service functions...Permanent employmentWork at officeAfternoon shift- ...Financial Group is seeking an Associate within the Treasury & Payment Solutions team in Chicago to provide sales, onboarding, pricing, and... ...partners to ensure onboarding, pricing proposals, and portfolio administration are executed efficiently. The role emphasizes ownership...
$102k - $120k
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...food vending machines, wholesale partners, and our office pantry solution — providing chef-curated meals to customers within seconds.... ...The goal is to mobilize the right team fast enough to protect portfolio margin. What You’ll Own Decision Tree Frameworks and Economics...Minimum wageWork at officeLocal areaImmediate startRelocation- ...Health will help empower results for our clients and colleagues by delivering innovative and effective technology solutions across our North America Health portfolio! This role combines IT application development leadership with product line ownership responsibilities. You...
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...the base salary for this role is $80,000 USD. The Analyst is a key member of the Treasury & Payment Solutions (TPS) team and provides sales, implementation, portfolio management, analytical, and client support to Treasury & Payment Solutions Vice Presidents and Directors...- Aon is seeking an entry-level Associate Broker for our Cyber Solutions team to help clients understand and manage cyber and technology... ...service cyber and technology E&O insurance for a diverse client portfolio, with learning, mentorship, and clear career progression in a...
$102k - $144k
...Senior Business Analyst As the Senior Business Analyst for our Portfolio Construction team, you will be responsible for overseeing the... ...Partner with internal Sales and Account Management teams to solution the most sophisticated workflows for the firm's most critical...- ...challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses... ...experiences. Your role and responsibilities As Oracle Cloud Portfolio Leader - Distribution you will lead the growth and delivery of...Worldwide
- Acosta Group seeks a Director of AI Strategy & Portfolio Management to establish the enterprise AI control tower, prioritization, funding... ...plans, and executive updates, ensuring reuse of existing AI solutions, data products, and accelerators to maximize business impact....
- Allianz Commercial is looking for a Portfolio Solutions Specialist to support onboarding, governance, and monitoring of delegated authority portfolios, with a focus on MGA relationships. The role is hybrid and based in Chicago, IL, with potential options in O’Fallon, MO...
- ...high quality sales and service to investment clients and to lead risk-aware portfolio management activities. You will collaborate across the branch and regional teams to drive client solutions, develop investment proposals, and oversee governance of investment policies...
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$143.4k - $216.9k
...the future of Salesforce. The Opportunity As the Legal Pricing Solutions Lead on the Legal & Corporate Affairs Innovation & Operations... ...matter budgets, and appropriate fee arrangements (AFAs) across portfolios Lead negotiations with external law firms to align commercial...$100k - $165k
...effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives. Our CFO Technology... ...the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client...Work at officeLocal areaRemote work2 days per week$84.3k - $155.4k
...Contracts Center Of Excellence Specialist Lead The Contracts Center of Excellence ("COE... .... Effectively manages personal portfolio and advises account teams on contracts... ...Project Engagement Leadership, Enabling Solutions points of contact, and internal stakeholders...Contract work- Air Distribution Technologies, Inc. is seeking a strategic Product Manager for Architectural Solutions to build and lead a new architectural product portfolio, including louvers, vision screens, sunshades, grilles, and related building envelope products. You will drive...For contractors
$70.4k - $105.6k
...competitiveness, sustainability compliance and the fit-for purpose product portfolio Timely purchase order and transactional support for all... ...P2P process for key MRO and Consumable suppliers Implement solutions for transformational value creation as captured in the...Contract workTemporary workWork experience placementLocal areaFlexible hours
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