Portfolio Manager

General information

City: Paris

Country: France

Creation Date: 02-Jun-2026

Employment Type: Permanent

Employment Type: Full time

Ref #: 1234572837

Description & Requirements

Job Title: Portfolio Manager
Type: Permanent

Location: Europe

Department: Portfolio Management Europe

Reports To: Head of Portfolio Management

Key Purpose of the Job

The Portfolio Manager will support the Portfolio Management and Underwriting teams, with a strong focus on underwriting support, AI tool enablement, workflow improvement, and portfolio coordination.

The role will help underwriters work more efficiently by supporting submission handling process, AI-assisted activities, process guidance, Quarterly Business Reviews (QBRs), class framework activities, and underwriting governance.

The role will support reporting, management information, and data-related analysis focused on underwriting performance, including responding to ad-hoc requests and providing timely insights.

Key Responsibilities

• Support underwriting teams with day-to-day portfolio and underwriting activities, ensuring they have access to the information, tools, and guidance needed to achieve their goals.
• Act as a super-user of AI tools, supporting underwriters with AI-assisted summaries, draft outputs, submission triage, workflow support, and adoption of new tools and ways of working.
• Liaise with underwriters and key stakeholders to understand business needs, gather feedback on AI tools and underwriting processes, and help improve service delivery across the business.
• Support class framework activities, including maintaining documentation, templates, agreed standards, and coordinating inputs from underwriting and portfolio stakeholders.
• Support Quarterly Business Reviews (QBRs) by gathering inputs, preparing standard MI packs and commentary, and tracking actions and follow-ups.
• Support underwriting governance routines by preparing materials for governance forums, maintaining logs, tracking actions and decisions, and ensuring outputs are distributed on time.
• Manage relationships with internal and external stakeholders such as operations, finance, actuarial, UWG, other business units, and overseas offices to improve product line or divisional performance and efficiency.
• Facilitate workshops and meetings to communicate updates, gather input, and support implementation of AI tools, process improvements, and underwriting initiatives.
• Support change management as AI tools and improved workflows are introduced, helping teams adapt to new systems, controls, and processes.
• Respond to ad-hoc requests from internal teams and stakeholders, including underwriting support requests, QBR inputs, governance actions, and portfolio-related analysis, ensuring timely and accurate delivery.
• Assist in producing high-quality reports and management information to support business objectives, underwriting reviews, and compliance requirements.
• Maintain and improve standard reporting and MI outputs, mainly in Excel, and support dashboard enhancements where required.
• Support the integration and use of relevant data sources and contribute to process improvements in reporting, workflow management, and automation.
• Participate in the development and enhancement of processes related to underwriting workflow, MI production, reporting, and automation, including use of AI tools where appropriate.
• Representation of LoB interests at meetings as required.
• Liaise with all Portfolio Managers to ensure consistency, best practice, and effective collaboration across teams.

Skills and Experience

• Strong understanding of insurance underwriting workflows and portfolio management concepts, including submission intake, triage, referrals, documentation, and performance monitoring.
• Strong ability to support underwriting teams in a practical and organised way, with a service-focused mindset and good attention to detail.
• Super-user capability with AI assistants and GenAI tools, including strong prompt-writing, iteration, output review, and validation skills.
• Good understanding of AI risks and limitations, including hallucinations, bias, confidentiality, and responsible use in underwriting processes.
• Excellent communication and stakeholder management skills, with the ability to explain information clearly and work effectively with underwriters and other business teams.
• Supporting or coordinating QBRs, class framework activities, governance routines, or similar business management processes is preferred.
• Good working knowledge of Microsoft Excel, including pivot tables, lookups, filtering, and basic data cleansing. Familiarity with Power BI or similar visualisation tools is beneficial.
• Ability to produce clear MI, commentary, and business updates for underwriting and portfolio review purposes.
• Organised and proactive, with the ability to manage multiple priorities in a fast-paced environment and support change across teams.
• Interest in process improvement, workflow optimisation, and practical automation, including working with AI, templates, and workflow tools.
• Good understanding of data and reporting processes. Familiarity with SQL, relational databases, Python, or similar analytical tools would be beneficial but is not essential.
• Fluency in English is required. Additional European languages are beneficial but not essential.

About Liberty Specialty Markets (LSM):

Liberty Specialty Markets is part of Liberty Mutual Insurance Group, a leading global insurer. We offer a breadth of world-class insurance and reinsurance services to brokers and insureds in all major markets.

Our people are key to our success. That is why "Put People First" is one of the five Liberty values which unite us as a global organisation. We bring this to life for our colleagues through:

• Offering a vibrant and inclusive environment and committing to their career development.
• Promoting diversity, equality and inclusion (DEI). Our Inclusion Matters framework and employee-led networks strengthen the diversity of our workforce and our inclusive environment.
• Reinforcing that collaborating together to share our unique perspectives help us make better decisions, deliver innovative solutions and pursue our ambitious goals.
• A supportive culture, which includes promoting a healthy work-life balance and working flexibly.

For more information, please follow the links below:

https://www.libertyspecialtymarkets.com/gb-en/careers/working-for-us

https://www.libertyspecialtymarkets.com/gb-en/careers/diversity-inclusion-wellbeing/diversity-and-inclusion