For one of our clients in the insurance industry, we are looking for an Investment & Portfolio Specialist who plays a key role in managing and monitoring the investment and mortgage portfolio. The role is administratively intensive and requires strong communication skills, analytical insight, with a proactive focus on risks, trends, and opportunities.
Job Description
- Manage and monitor investment, loan, and mortgage portfolios
- Oversee loan and mortgage performance, cash flows, and credit risk
- Ensure timely payments and compliance with internal policies and regulatory requirements
- Act as the primary point of contact for external stakeholders
- Prepare clear and concise reports, analyses, and KPIs for management and committees
- Actively contribute to investment committee and lender meetings with insights and recommendations
- Support and optimize end-to-end mortgage processes, from application through completion and aftercare
- Ensure accurate and compliant processing of loan and mortgage files
- Maintain structured and complete digital documentation with a high level of accuracy
- Act as a trusted sparring partner and right hand to management
- Identify trends, opportunities, and process improvements to enhance portfolio performance and operational efficiency
Requirements
- Bachelor’s degree in Business Economics, Business Administration, Finance or a related field
- Min. 5 years of relevant experience in investment banking or account management
- Experience with loans, investments and/or mortgage portfolios is a strong advantage
- Excellent communication skills in English and Dutch (written and verbal)
- Strong analytical abilities and financial insight
- Proactive mindset: able to identify trends, risks, and opportunities
- Comfortable working with senior stakeholders and external partner
- Stress-resistant and capable of working under deadlines.
- Proficient with MS Office and financial / portfolio management systems
