Associate, Portfolio Solutions

The Associate, Portfolio Solutions plays a crucial role within our team, focusing on data analysis and project management to support our Private Equity Firm clients. This individual is responsible for analyzing data, managing projects, and providing insights to improve portfolio performance. You are detail-oriented with strong analytical skills and the ability to manage multiple projects simultaneously. This individual can build sustainable relationships with high-level executives utilizing outstanding communication, attention to detail, and excellent time management skills. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Objectives And Essential Job Duties

• Analyze and interpret data to provide insights and recommendations for portfolio performance improvement.
• Manage and oversee projects related to portfolio solutions, ensuring timely and successful delivery.
• Support and maintain strong partnerships with assigned private equity firms through the delivery of exceptional, value-added service and consultation to partner-level managers as well as c-suite level operators.
• Assist in the portfolio stewardship delivery of all Hauser solutions (including insurance, employee benefits, retirement, and due diligence consulting) to your end clients.
• Liaise between the due diligence teams and broker teams in the transition of the insurance and employee benefits business.
• Report to private equity firm management on the performance of their portfolio company insurance programs, benefits plans, and retirement accounts.
• Partner with Hauser due diligence teams to conduct ongoing risk management consulting solutions for select private equity firms, utilizing proprietary Hauser technology.
• Support sales growth and other key performance goals for Hauser through collaboration with the M&A due diligence team, our private equity partners, and current portfolio companies.
• Provide Subject Matter Expertise (SME) to work with and share with fellow associates, clients, and prospects your highly specialized knowledge in the area of next-generation self-funded employee benefits offerings.
• Leverage your subject matter expertise while working directly with the due diligence teams and other members of the executive team to develop sales strategies and pursuit strategies specific to employee benefits.
• Maintain constant communication internally and externally to ensure satisfaction and production with your teammates, prospects, and clients.
  
  

Key Competencies

• Data Analysis: Demonstrates strong analytical skills to interpret data and provide actionable insights.
• Project Management: Plans, organizes, and manages multiple projects and priorities using appropriate methodologies and tools.
• Customer Focus: Demonstrates a desire to create value for customers by delivering quality service that exceeds expectations.
• Relationship Builder: Initiates and develops effective relationships, shows sincere interest in clients and their concerns.
• Critical Thinker: Gathers relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.
• Collaborator: Builds bridges with individuals; willingly pitches in, cooperates with others.
• Exhibits Drive and Commitment: Identifies and understands what needs to be done and takes the initiative to see that the task is accomplished with a standard of excellence; demonstrates a strong sense of urgency.
• Adaptable/Flexible: Works constructively under pressure, responds resourcefully to change, remains calm and constructive.
  
  

EDUCATION And/or EXPERIENCE

• 3+ years’ experience in data analysis, project management, insurance, and/or benefits and risk management required
• Bachelor’s degree in business administration, data science, or a related field
• Exhibit high-level analytical and problem-solving skills
• Ability to manage multiple projects/priorities and meet time-sensitive deadlines in a fast-paced environment
• Expertise in Microsoft Office 365 and data analysis tools (e.g., Excel, Power BI)
• Exceptional customer service and interpersonal skills
• Exceptional written and verbal communication skills
• Exceptional public speaking and presentation skills
• Desired prior experience with a private equity firm or servicing private equity firms
• Prior experience servicing c-level risk management or human resources; a plus
• Ability to travel domestically Ability to travel domestically