Data Analytic, Portfolio Management, and Research

1 week ago


Jakarta, Indonesia FWD Insurance Full time

PT FWD Insurance Indonesia (“FWD Insurance”), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia (“FWD Life”) as of 1 December 2020 and will be known as FWD Insurance.

The merger of FWD Life and FWD Insurance has led to a more comprehensive range of products, including unit-linked insurance, individual & group term life insurance, individual & group personal accident insurance, and group medical insurance through technology driven-distributions such as agency, bancassurance, e-commerce, and corporate.

FWD Insurance is registered and supervised under Otoritas Jasa Keuangan (“OJK”).

FWD Insurance is a member of Indonesia Financial Services Alternative Dispute Resolution Center.

Data Analytic, Portfolio Management, and Research Manager Responsible for conducting full lifecycle analysis to include requirements, activities (data collection, data modelling, data visualization, segmentation/prediction, and recommendation) and design. Data analysts will develop analysis and reporting capabilities and also monitor performance and quality control plans to identify improvements.

Also responsible for conducting research (quantitative & qualitative) and portfolio management for marketing campaign and cross-selling/up-selling activities.

Data Analytic, Portfolio Management, and Research Manager Responsible for conducting full life-cycle analysis to include requirements, activities (data collection, data modelling, data visualization, segmentation/prediction, and recommendation) and design. Data analysts will develop analysis and reporting capabilities and also monitor performance and quality control plans to identify improvements. Also responsible for conducting research (quantitative & qualitative) and portfolio management for marketing campaign and cross-selling/up-selling activities.

Data Analytic, Portfolio Management, and Research Manager Key accountability:
1, Research/Survey
- Design research/survey/FGD preparation (e.g. respondent invitation or working together with vendor, create survey, create discussion guidelines, print the guideline, etc.)
- Conduct research/survey (e.g. blasting survey, discussion moderator, recording)
- Analyse survey data & prepare the result presentation/report (e.g. data cleansing process, get insights)
- Data analytics or research presentation/report

2. Data Analytic/Customer Insight

Getting business requirements
- Work with management team to create a prioritized list of needs/initial problem for each business segment
- Work with departmental managers to outline the specific data needs for each business method analysis project
- Gather, understand and document detailed business requirements using appropriate tools and techniques

Data Analytics
- Use statistical methods to analyse data and generate useful business reports.
- Use data to create models that depict trends in the customer base and the consumer population as a whole
- Interpret data, analyze results using statistical techniques and provide ongoing reports
- Identify, analyze, and interpret trends or patterns in complex data sets

Data Warehouse
- Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
- Acquire data from primary or secondary data sources and maintain databases/data systems

Reporting/Dashboard
- Prepare reports using business analytics reporting tools
- Data visualization in Power Point, Qlik-Sense or any BI tools, advance analytics (prediction, segmentation), including the recommendations.

3. Portfolio Management
- Provide recommendation using data analytics and data tracking to target specific customer for cross-selling and up-selling activities, in collaboration within Marketing, Distribution and/or Product.
- Build data tracking to get insight from any customer campaign/cross-selling/up-selling for better modelling and predictions.
- Prepare report for every customer campaign/cross-selling/up-selling activities.



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