Portfolio Consultant

🕒 November 4, 2025

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Zurich Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

🤝 B2B

👥 B2C

Finance • B2B • B2C

Zurich Insurance is a global insurance and risk-management company offering a broad range of products and services including commercial and personal property & casualty insurance, life and critical-illness cover, pensions and retirement solutions, savings and investment products, claims and risk advisory, and specialty offerings such as microinsurance and travel coverage. The company also runs investment funds, sustainability and climate-focused initiatives, innovation and technology programs, and a foundation for community and environmental projects. Zurich serves both individual consumers and corporate clients across many countries, emphasizing governance, ESG reporting, digital innovation, and resilience.

📋 Description

• Develop and monitor portfolio management indicators for products, tracking and analyzing product performance, sales, and risk models; • Work with product and commercial teams on budget development and monitoring; • Collaborate with the underwriting team to assess risks and adjust pricing models as necessary; • Prepare presentation reports and communicate results; • Support the implementation of risk modeling.

🎯 Requirements

• Bachelor's degree in Actuarial Science, Economics, Statistics, Mathematics, or a related field; • Advanced English; • Knowledge of SQL, SAS, and Python; • Proven experience in the insurance sector working in portfolio management or similar roles; • Knowledge of Emblem and Commercial Lines products is a plus.

🏖️ Benefits

• Supportive work environment; • Dress code: Come as You Are!; • 7.5-hour workday. Flexible working hours; • Hybrid work model (in-office 2 days per week); • UniZurich (our Corporate University); • Birthday day off; • Z Balance (our health and wellbeing program); • Partnerships with universities and educational institutions; • Gympass; • Bradesco Health Insurance (coverage extendable to spouse and children); • Bradesco Dental Insurance (coverage extendable to spouse and children); • Childcare/Babysitting allowance (BRL 479.28 – for children up to 5 years and 11 months); • Zurichers Club (special discounts on Zurich products); • Language Live – platform for English and Spanish courses; • Parental leave (regardless of marital status, gender or sexual orientation, for biological and/or adoptive children of any age); • Life insurance; • Profit-sharing (PLR); • Transportation voucher or shuttle reimbursement; • Private pension plan (contribute up to 6% of your salary and Zurich will match the same percentage); • Food allowance – BRL 730.93 per month; • Meal allowance – BRL 945.78 per month; • 24-hour family travel assistance; • Funeral assistance for family members (spouse, children, parents and parents-in-law); • Birth package: BRL 673.00 for birth-related expenses; • PreviJúnior, a supplementary pension plan with a one-time contribution of BRL 1,000.00; • Parents can work remotely during their children's school holidays (up to 12 years old); • Pet assistance (dogs and cats): consultations, surgeries, tests, funeral assistance and more!