EX Squared is hiring a Portfolio Analyst (Remote - US)

Spreedly is seeking a Portfolio Analyst to transform complex data into actionable insights for portfolio management. You will play a key role in supporting modeling and reporting to enable informed decision-making across underwriting and operational teams.

What You'll Do

• Perform monthly validation, reconciliation, portfolio analysis, and reporting for catastrophe modeling clients.
• Integrate portfolio modeling workflows into analysis and reporting processes.
• Collaborate with various divisions to standardize and prepare data for modeling systems.
• Conduct analyses using modeling tools and develop automated SQL-based reporting.
• Engage with teams to understand reporting needs and recommend portfolio management strategies and metrics.
• Support new business initiatives by compiling data and constructing notional portfolios.
• Communicate with reinsurance brokers regarding data and modeling methodologies.
• Provide backup support to the Portfolio Modeling Manager and contribute to special projects as needed.

What We're Looking For

• An Associate's degree or equivalent from a two-year college, or 3–5 years of relevant insurance experience.
• Working knowledge of insurance terminology, data storage systems, and portfolio modeling platforms (e.g., AIR, RMS).
• Proficiency in Microsoft SQL Server and the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to manage multiple assignments, prioritize effectively, and complete tasks accurately and on time.
• Self-motivated, detail-oriented, and quick to learn new processes and tools.
• Strong written and verbal communication skills and general business understanding.
• Ability to work independently for extended periods while following policies and procedures.
• Ability for stationary work 50% of the time, with occasional movement in the office to access equipment.

Technical Stack

• Microsoft SQL Server
• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Portfolio modeling platforms (e.g., AIR, RMS)

Team & Environment

You will collaborate with various divisions and support the Portfolio Modeling Manager.

Benefits & Compensation

• Salary: $60,000–$80,000 annually.
• Flexible hybrid or fully remote work arrangements.
• Comprehensive medical, dental, and vision coverage.
• Unlimited PTO and paid volunteer days.
• 401k plan with company match.
• Opportunities for professional growth and the ability to shape your career path.
• Inclusive, collaborative environment that encourages new ideas and celebrates contributions.

Work Mode

This role is hybrid and open to candidates in the United States.

Spreedly provides an inclusive and collaborative environment.