Portfolio Manager – Accounting
IFG International Financial Group LtdJob Description
We are seeking a Portfolio Manager - Operations to support the administration of insurance and reinsurance accounts and contracts within a fast-paced environment. This is a 6-month contract opportunity based in Toronto, focused on managing contractual data, processing accounts and claims, supporting underwriting activities, and ensuring accurate financial and operational execution across the portfolio.
Key Responsibilities
- Maintain and update contractual data within accounting and underwriting systems
- Accurately enter and validate Terms & Conditions (T&Cs) and flag discrepancies
- Process accounts, claim advice, and resolve discrepancies with stakeholders
- Manage cash flow activities including payments, balances, and account setup
- Perform internal control checks (ICS) and support compliance requirements
- Monitor account performance and generate reports and data analysis
- Ensure proper documentation and record management within internal systems
- Collaborate with underwriters, brokers, and internal teams on daily operations
- Support audit requirements and maintain compliance with regulatory standards
Must-Have Requirements
- Experience in insurance/reinsurance accounting, underwriting support, or controlling
- Strong Excel skills (including Power Query)
- Solid understanding of financial processes, accounts, and cash flow management
- Strong analytical and problem-solving skills
- Excellent communication and stakeholder collaboration skills
Nice-to-Have
- Experience with Business Objects, Power BI, or Tableau
- Exposure to insurance/reinsurance systems and processes
- Knowledge of compliance, sanctions, or regulatory requirements
Education
Bachelor's degree or equivalent experience (preferably in business, finance, or insurance-related field).
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