Manager, Portfolio & Scenario Analysis

Definity Financial • $106K — $156K *
Waterloo, ON N2J 1A1In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • University degree in Business, Finance, Economics, Statistics, Actuarial Science, or a related field
  • 7+ years of progressive experience in analytics, portfolio management, or related fields
  • Demonstrated experience in developing high-performing analytical teams
  • Strong knowledge of Personal Insurance financials and performance metrics
  • Ability to translate complex analysis into clear insights for senior stakeholders
  • Excellent communication and stakeholder management skills
  • Highly collaborative with strong judgment and business relevance

Responsibilities

  • Oversee the design and implementation of a robust portfolio construction model
  • Direct scenario testing and trade-off analyses for Portfolio Directors
  • Prepare and present data-driven portfolio-level recommendations
  • Manage a portfolio of in-depth analytical projects and diagnose performance trends
  • Translate analytical findings into actionable portfolio recommendations
  • Lead the development and refinement of portfolio forecasts based on current performance insights
  • Design operational workflow for analytical project management and stakeholder communication

Benefits

  • Ongoing coaching and mentoring for professional development
  • Opportunities for career progression within the analytical team
  • Collaborative and inclusive team culture
  • Exposure to senior leaders and strategic decision-making processes
  • Engagement with cross-functional teams and critical business priorities
Full Job Description
Job Description

The Opportunity

This role plays a fundamental part within the Personal Insurance Portfolio Management team by co-leading the central analytical engine required to support Definity's portfolio objectives.

Reporting to the VP, Personal Insurance Operational & Financial Planning, this role is accountable for overseeing the delivery of timely, high-quality portfolio performance monitoring, insight generation, forecasting, and deep dive analysis. In partner with other leaders, you will ensure the team provides clear, actionable insights that diagnose performance trends, explain the "why" behind results, and support effective decision making by Regional Portfolio Directors.

This role combines people leadership, analytical excellence, and operational rigor. You will jointly build and oversee a center of excellence for analytical talent, manage the team's end-to-end workflow, and partner closely with PI Directors and senior stakeholders to align analytical effort with the most critical business priorities and long-term portfolio strategy.

This role will have regular exposure to senior leaders and are expected to confidently form and present portfolio recommendations that influence strategic and tactical decisions across Personal Insurance.

What to Expect

Oversee Portfolio Target Setting & Scenario Analysis
  • Partner closely with Advanced Analytics, Pricing and Operations to design and build a robust portfolio construction model, including profitability, growth and risk quality metrics, that enable dynamic scenario analysis and informed decision making
  • Direct and review scenario testing and trade-off analysis as required by Portfolio Directors
  • Prepare data driven recommendations on portfolio-level targets across products, segments, and regions for annual planning cycle
  • Continuously refine target-setting methodologies, incorporating new data, insights, and market dynamics to improve accuracy and decision relevance


Oversee Deep-Dive Analysis & Strategic Projects
  • Prioritize and manage a portfolio of deep-dive analytical projects designed to diagnose root causes of performance trends
  • Partner with Regional Portfolio Directors to help frame strategic questions and ensure analysis directly informs portfolio actions and decisions
  • Ensure consistency, quality, and relevance of analytical outputs across all projects
  • Support the development and refinement of portfolio forecasts by ensuring underlying assumptions are informed by current performance trends, emerging insights, and identified risks and opportunities
  • Translate analytical findings into clear, data-driven portfolio recommendations, outlining trade-offs, expected impacts, and practical actions
  • Partner with stakeholders to evaluate potential portfolio actions and scenarios, ensuring recommendations are grounded in robust analysis and aligned to financial and risk objectives


Develop & Lead a High-Performing Analytical Team
  • Build and lead a center of excellence for portfolio analytics, accountable for engagement, development, and performance of all PI Portfolio Analysts
  • Provide ongoing coaching, mentoring, and constructive feedback to support both technical capability and professional development
  • Manage performance expectations and support career progression for analysts, including identifying development opportunities and future leaders
  • Foster a collaborative, inclusive, and high-performance team culture


Manage Operational Workflow & Stakeholder Relationships
  • Design and manage the operational workflow for the centralized analyst team, including project intake, prioritization, capacity planning, and quality control
  • Facilitate a weekly prioritization forum with Regional Portfolio Directors to ensure analytical resources are aligned to the highest-value business needs
  • Serve as the primary liaison between Portfolio Directors and the analyst team, ensuring strong communication, clarity of expectations, and effective delivery
  • Demonstrated experience leading and developing high-performing analytical teams


What You Bring
  • University degree in Business, Finance, Economics, Statistics, Actuarial Science, or a related field
  • 7+ years of progressive experience in analytics, portfolio management, FP&A, pricing, actuarial, or insurance performance analysis
  • Demonstrated experience leading and developing high-performing analytical teams
  • Strong understanding of Personal Insurance (P&C) financials, portfolio metrics, and performance drivers
  • Proven ability to translate complex analysis into clear, actionable insights for senior business stakeholders
  • Excellent communication, stakeholder management, and organizational skills
  • Highly collaborative, with strong judgment and the ability to balance analytical rigor with business relevance


Salary Range: $106,500-$156,500

About Definity Financial

Definity Financial Careers

Joining Definity Financial presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. This is a prime time for candidates to explore the diverse job opportunities at Definity Financial, a company renowned for its commitment to innovation, leadership, and professional growth.

Explore Career Opportunities

Definity Financial is actively seeking talented individuals for various positions across the company. From entry-level roles to senior leadership positions, Definity Financial offers a dynamic work environment where career growth is encouraged and supported by comprehensive benefits and diversity training programs.

Innovation and Professional Growth

At Definity Financial, innovation isn't just a buzzword; it's the cornerstone of the company's operations. Employees are encouraged to bring fresh ideas and perspectives to the table, driving the company forward in the competitive financial sector. Professional growth is facilitated through targeted training programs, leadership development opportunities, and active networking events that connect employees with industry leaders.

Cultivating a Diverse and Inclusive Culture

Definity Financial is committed to fostering a diverse and inclusive culture where all team members feel valued and respected. The company believes that diversity fuels innovation and enhances the team's ability to address client needs effectively. Through comprehensive diversity training and inclusive hiring practices, Definity Financial ensures that all employees have the opportunity to succeed.

Internship Programs and Entry-Level Positions

For those starting their careers, Definity Financial offers robust internship and entry-level positions that provide hands-on experience in the financial sector. Interns at Definity Financial gain invaluable insights into the industry, working alongside seasoned professionals and participating in projects that have real-world impact.

Benefits and Employee Well-being

Employees at Definity Financial enjoy a range of benefits designed to support their health, well-being, and financial security. The company's benefits package includes health insurance, retirement plans, and flexible working arrangements, ensuring that employees can balance professional and personal commitments effectively.

Join the Definity Financial Team

Definity Financial is hiring! Explore open positions that match your skills and interests. The company is looking for passionate, curious, and solution-driven team players. Whether you are refining your resume, preparing for an interview, or seeking to advance your career, Definity Financial offers a supportive environment where your ambitions can take flight.

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* Ladders Estimates

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