The Fidelis Partnership is a leading privately-owned, Bermuda-based Managing General Underwriter, which, through its subsidiaries, is a global underwriter of property, bespoke and specialty insurance and reinsurance products. The Fidelis Partnership is one of the largest Managing General Underwriters globally and its operations also include outwards reinsurance, claims handling, exposure management and portfolio analytics. The Fidelis Partnership also sponsors and incubates specialist MGAs through its Pine Walk platform. The Fidelis Partnership is separately owned and managed from the ownership and management of Fidelis Insurance Group.
Across product lines and geographies, we focus on three diversified pillars: reinsurance, specialty and bespoke solutions. We are truly diversified. Our long-standing partnerships with capital providers and quota share partners make us nimble. Our breadth of expertise and capabilities deliver outstanding market returns.
The role
The Senior Business Data Analyst will support the Data team in delivering trusted reporting, analysis and insight across the business, with a focus on insurance data, binder/MGA performance, operational reporting, data quality, and the integration activity between The Fidelis Partnership and Pine Walk.
The role will act as a senior business data analysis lead within the data space, working closely with business stakeholders, underwriting operations, finance, IT, data engineering and governance teams to define requirements, analyse data, support controlled reporting processes and improve decision-making.
The role will provide day-to-day support, guidance and prioritisation to the Business Data Analyst, ensuring analysis, documentation, testing and stakeholder outputs are well structured, consistent and aligned to agreed business outcomes.
Key accountabilities
Lead requirements gathering for reporting, dashboard, integration and data improvement initiatives across underwriting, operations, finance, TFP and Pine Walk activity.
Act as the primary business data analysis contact for allocated initiatives, translating stakeholder needs into clear, prioritised business requirements, data requirements and acceptance criteria.
Analyse insurance datasets to identify trends, exceptions, data quality issues, reconciliation gaps and opportunities for process improvement.
Work with data engineering, IT and business SMEs to define source-to-target mappings, data definitions, business rules, validation criteria and controlled reporting requirements.
Support the development and maintenance of Power BI reports, management information packs, operational dashboards and data extracts, ensuring outputs are accurate, complete and fit for purpose.
Lead testing, reconciliation and validation of data outputs, coordinating business review activity and ensuring findings are clearly documented and resolved through the appropriate teams.
Document data definitions, reporting logic, data flows, issue resolution outcomes and process changes to improve consistency, auditability and knowledge sharing.
Build strong working relationships across The Fidelis Partnership, Pine Walk and MGA teams, supporting effective stakeholder engagement and collaborative problem solving.
Provide coaching, oversight and workload direction to the Business Data Analyst, ensuring tasks are appropriately prioritised, risks are escalated and deliverables are completed to a high standard.
Support the Business Engagement Lead - Data with planning, status reporting, stakeholder updates, requirements sign-off and preparation for workshops or governance forums.
Skills & experience
Strong practical experience in business analysis, data analysis, reporting, business intelligence or an analytical role within insurance, specialty insurance, underwriting operations, delegated authority, finance or performance reporting.
Proficiency in SQL, Excel, Power BI or similar reporting and analysis tools, with the ability to query, analyse, reconcile and present data clearly.
Understanding of data management principles including data quality, data definitions, reference data, reconciliations, data lineage and controlled reporting processes.
Experience translating business needs into clear requirements, data mappings, validation criteria, process notes and practical delivery documentation.
Confident stakeholder management skills, with the ability to communicate clearly with technical and non-technical audiences and operate across multiple business areas.
Strong organisation, prioritisation and problem-solving skills, with the ability to manage multiple activities and support junior or less experienced team members.
High levels of enthusiasm, commitment and energy, with a results-oriented, adaptable and resourceful approach.
Strong attention to detail, confidentiality and ability to deliver to tight deadlines.
Knowledge of data warehouses, reporting layers, ETL processes, data visualisation tools and cloud-based data platforms would be beneficial.
Other
The Fidelis Partnership Ethos
At The Fidelis Partnership, we aim to be different while making a difference.
We set the standard for quality in our industry. Guided by our expertise, our clients can take unique and material risks with confidence.
Our approach is tailored and designed to deliver excellence for our clients. We are trailblazers, creating unique solutions in the (re)insurance space.
We are experts. Our brokers and clients value the depth of our knowledge and experience. We leverage state-of-the-art underwriting technology to be a market leader.
We believe sound ethics make for good business. We deliver value for our customers, investors and communities while actively avoid trading with industries that cause harm to people, the environment and animals.
We pride ourselves in creating a workplace that prizes execution, meritocracy, Diversity & Inclusion. Our people herald from countless backgrounds and are united by ambition and the unabashed desire to deliver excellence every day. We provide a competitive environment that helps people cultivate themselves professionally and personally and balance a rigorous workplace with a mindset that prioritises environmental and charitable activities in our communities worldwide.
Our ethos dictates our decisions and actions. It unites us as a team of experts and colleagues and provides us with a compass for ensuring we deliver our best to every stakeholder we serve.
Diversity, Equity & Inclusion
Diversity & Inclusion in the workplace
Insofar as possible, we aim to ensure the composition of our workforce reflects the make-up of the local community
We have specific programmes in all our offices to support diversity within the hiring process, e.g. internship and scholarship award programmes
This is a particular focus in Bermuda, where we engage actively with local organisations to source diverse talent and provide coaching/mentoring for underrepresented groups
We aim to maintain a focus on equal opportunities across all stages of hiring process
We measure and minimise the pay gap where possible.
Bring Your Whole Self to Work
Our vision is for a workplace culture where differences are valued and where diversity of background, experience and thought are welcomed. We want to create an environment where all employees, regardless of who they are, are given equal opportunities for career progression and enjoy fair reward from their and The Fidelis Partnership's successes. This will be driven by a workforce that embraces Diversity & Inclusion at every level, in every department across The Fidelis Partnership.
To ensure that all candidates have a fair opportunity to show their abilities during the recruitment process, adjustments may be required. If your physical or mental health or disability may necessitate an adjustment, please contact fidelis@avenciaconsulting.com to discuss. All information relating to your health or disability will be treated in accordance with our data protection policy.
