Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Stochastic Modeling Predictive Modeling Actuarial Science Portfolio Management Data Engineering Kubernetes Data Lineage Analytical Dashboard Mathematical Optimization Workflow Engine Regulatory Compliance Market Pricing AWS Cloud Services SQL (Programming Language) Portfolio Management Snowflake (Data Warehouse) Data Management Design Documentation Docker (Software) R (Programming Language) Machine Learning Python (Programming Language) Underwriting Cloud Computing Uncertainty Modeling Hybrid Online Analytical Processing Data Quality Software Stress Testing Process Analytical Technology Git (Version Control System) Capital Management Strategy MLOps (Machine Learning Operations) Comprehensive Capital Analysis And Review (CCAR) Cross-Functional Collaboration Performance Management Project Management Stakeholder Communications Continuous Improvement Process Internal Documentation

Other Skills

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Governance
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Leadership
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Team Management
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Mentorship
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Problem Solving

Roles & Responsibilities

FCAS or equivalent actuarial designation required
Master’s degree in Analytics, Data Science, Applied Mathematics, or related quantitative field
Bachelor’s degree in Mathematics, Statistics, or related discipline
8+ years of actuarial, data science, or portfolio analytics experience within insurance or insurtech

Requirements:

Lead the development and enhancement of portfolio-level risk scoring, segmentation, and performance monitoring frameworks that guide underwriting strategy and appetite.
Translate model outputs into clear, actionable underwriting guidelines that improve loss ratio performance and strengthen risk selection discipline.
Architect and maintain stochastic simulation frameworks for frequency-severity modeling, uncertainty quantification, and reserve/capital adequacy assessments, with robust governance and documentation standards.
Drive the build-out of automated analytical pipelines, dashboards, and reproducible workflows that support underwriting, reserving, and portfolio management, collaborating with data engineering and MLOps teams.

The Baldwin Group

About The Baldwin Group

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Founded: 2018

Company size: 1001 - 5000

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Job description

The Lead Portfolio Analyst is a senior analytical leader responsible for driving portfolio-level insight, underwriting discipline, and data-driven decision-making across the organization. This role oversees the design, execution, and governance of analytical frameworks that inform risk selection, pricing adequacy, capital allocation, and portfolio optimization. The position includes managerial responsibility for Portfolio Analysts, providing technical mentorship, workflow oversight, and professional development.

The ideal candidate blends deep actuarial and data science expertise with strong business judgment, the ability to translate complex modeling into actionable underwriting guidance, and a track record of building scalable analytical infrastructure.

Portfolio Analytics & Underwriting Insight

• Lead the development and enhancement of portfolio-level risk scoring, segmentation, and performance monitoring frameworks that guide underwriting strategy and appetite.

• Translate model outputs into clear, actionable underwriting guidelines that improve loss ratio performance and strengthen risk selection discipline.

• Partner with underwriting leadership to evaluate emerging trends, concentration risks, and growth opportunities across lines of business.

• Oversee scenario testing, stress modeling, and capital impact analyses to support strategic planning and risk appetite decisions

Modeling, Quantitative Analysis & Governance

• Architect and maintain stochastic simulation frameworks for frequency-severity modeling, uncertainty quantification, and reserve/capital adequacy assessments.

• Implement robust model governance processes, including drift detection, performance monitoring, interpretability reporting, and documentation standards. • Collaborate with data engineering and MLOps teams to ensure analytical models are scalable, reproducible, and integrated into production environments.

Data Infrastructure & Automation

• Drive the build-out of automated analytical pipelines, dashboards, and reproducible workflows that support underwriting, reserving, and portfolio management.

• Partner with engineering teams to optimize compute efficiency, data accessibility, and model deployment—leveraging cloud, containerization, and modern data stack tools.

• Ensure data quality, lineage, and consistency across underwriting and actuarial datasets.

Leadership & Team Management

• Manage, mentor, and develop Portfolio Analysts, providing technical guidance, performance feedback, and structured growth opportunities.

• Prioritize and allocate analytical work across the team, ensuring timely delivery of high-quality insights to underwriting, actuarial, and executive stakeholders.

• Foster a culture of analytical rigor, curiosity, and continuous improvement

Cross-Functional Collaboration

• Work closely with underwriting, actuarial, claims, finance, and product teams to align analytical outputs with business needs.

• Communicate complex quantitative concepts to non-technical audiences, enabling informed decision-making at all levels of the organization.

• Support regulatory, audit, and governance processes with clear documentation and defensible analytical methodologies.

Education & Credentials

• FCAS or equivalent actuarial designation required; CSPA or advanced analytics certification preferred.

• Master’s degree in Analytics, Data Science, Applied Mathematics, or related quantitative field.

• Bachelor’s degree in Mathematics, Statistics, or related discipline

Technical Skills

• Proficiency in R, Python, SQL, Snowflake, and modern data engineering/analytics tooling (git, Docker, Kubernetes, dbt, AWS).

• Expertise in Monte Carlo simulation, stochastic modeling, predictive modeling, and machine learning techniques.

• Experience building and maintaining analytical platforms, automated pipelines, and production-grade model environments.

Professional Experience

• 8+ years of actuarial, data science, or portfolio analytics experience within insurance or insurtech environments.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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