Portfolio Management Internship/Co-op (Toronto, ON, CA)

Zurich Insurance
Toronto
Workplace: HybridInternship48,750 - 58,500 annuallyFunction: Product ManagementSkills: ["Analytical and problem-solving","Independent work","Manage multiple priorities","Verbal and written communication","Initiative and ownership"]

Support Zurich Canada’s Portfolio Management team by creating portfolio reports and presentations for management and underwriting stakeholders. Analyze and profile new business portfolios, build dashboards to track metrics like retention and profitability, and provide ad hoc analytical support including bordereaux data analysis and reconciliation. Work with cross-functional teams and gain exposure to underwriting strategy, programs/MGAs/retail business, and portfolio decision-making using tools like Databricks, Power BI, and Excel.

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FursaFursa
Zurich Insurance
Zurich Insurance
1 day ago

Portfolio Management Internship/Co-op (Toronto, ON, CA)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Support Zurich Canada’s Portfolio Management team by creating portfolio reports and presentations for management and underwriting stakeholders. Analyze and profile new business portfolios, build dashboards to track metrics like retention and profitability, and provide ad hoc analytical support including bordereaux data analysis and reconciliation. Work with cross-functional teams and gain exposure to underwriting strategy, programs/MGAs/retail business, and portfolio decision-making using tools like Databricks, Power BI, and Excel.
Location: Toronto
Workplace: Hybrid
Employment Type: Internship
Job Function: Product Management
Seniority: Intern level

Key Responsibilities

  • •Create presentations and reports to communicate portfolio performance, insights, and action plans to management and underwriting teams.
  • •Analyze and profile new business portfolios for pricing and underwriting due diligence.
  • •Develop dashboards and reporting tools to monitor portfolio metrics such as retention, portfolio mix, profitability, and rate adequacy.
  • •Support portfolio reviews by providing analytical insights on Programs, MGAs, and Retail business.
  • •Provide ad hoc analytical support, including bordereaux data analysis, reconciliation, and validation, and identify trends and performance drivers.

Pay and Benefits

Salary: 48,750 - 58,500 annually
Perks:Health InsurancePaid LeavePersonal Days

Key Requirements

  • •Currently enrolled in, or a recent graduate of, a quantitative or business-related university degree program (e.g., Mathematics, Statistics, Actuarial Science, Business, Economics, Data Analytics, Computer Science, Engineering).
  • •Be legally eligible to work in Canada.
  • •Experience with data analysis, reporting, and visualization tools.
  • •Programming and/or automation skills in SQL, Python, or Databricks.
  • •Knowledge of Power BI and advanced Excel functions.
Experience:InsuranceReinsurance
Education:
Skills:Analytical and problem-solvingIndependent workManage multiple prioritiesVerbal and written communicationInitiative and ownership
Tech Stack:DatabricksPower BIExcelSQLPython

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Zurich Insurance
Zurich Insurance Group is a global insurance company offering a wide range of general insurance and life insurance products and services to individuals, small businesses and large corporations across multiple markets worldwide.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Zurich, Switzerland
Founded: 1872
Glassdoor
Glassdoor: 3.7
WebsiteLinkedIn