数据与分析主管 — 保险与投资
Head of Data & Analytics — Insurance & Investments
职位概述
数据与分析负责人负责组织的企业数据、分析和商业智能职能，将复杂的数据转化为战略、运营、财务、风险、客户和投资决策的可操作见解。
在保险与投资领域，该职位通常涵盖承保、理赔、定价、客户行为、欺诈、风险、投资组合/投资表现、财务规划、监管报告和企业绩效等领域的分析。
主要职责
制定并执行企业级数据与分析战略和路线图。
领导数据治理、数据管理、数据质量和数据管理。
建立企业范围内的分析标准、框架和关键绩效指标（KPI）。
领导商业智能（BI）、高级分析、预测分析和数据科学。
开发仪表板、管理报告、高管洞察和决策支持工具。
支持保险分析，包括：
承保
理赔
定价
客户分析
欺诈检测
损失/风险分析
支持投资和资产管理分析，包括：
投资组合表现
投资风险
市场数据
资产配置
表现归因
客户/投资者分析
构建和维护数据仓库、数据湖、分析平台和数据管道。
推动政策管理、理赔、CRM、财务、投资、风险和其他企业系统之间的数据整合。
在适当的情况下实施预测模型、AI/ML 和自动化。
确保数据的准确性、完整性、一致性、可用性、可追溯性和可访问性。
与 IT/数据工程部门合作，推进云、架构、API、平台和现代化。
确保符合数据隐私、安全、监管和金融服务要求。
为财务、风险、精算、管理及监管报告提供可靠数据。
领导数据转型和自助式分析的采用。
管理分析/数据团队、技术合作伙伴、供应商、预算和交付优先级。
向高级管理层和业务领导者呈现数据驱动的见解和建议。
在整个组织中推广强大的数据驱动决策文化。
理想的候选人背景
12–18+ 年的数据、分析、BI、数据科学、信息管理或技术相关经验。
5+ 年数据/分析领导岗位经验。
具备以下经验者优先：
数据与分析负责人
分析负责人
数据负责人
数据与分析总监
分析总监
查看英文原文
Job Summary
The Head of Data & Analytics leads the organization's enterprise data, analytics, and business intelligence function, turning complex data into actionable insights for strategic, operational, financial, risk, customer, and investment decisions.
Within Insurance & Investments, the role typically covers analytics across underwriting, claims, pricing, customer behavior, fraud, risk, portfolio/investment performance, financial planning, regulatory reporting, and enterprise performance.
Key Responsibilities
Develop and execute the enterprise Data & Analytics strategy and roadmap.
Lead data governance, data management, data quality, and data stewardship.
Establish enterprise-wide analytics standards, frameworks, and KPIs.
Lead Business Intelligence (BI), advanced analytics, predictive analytics, and data science.
Develop dashboards, management reporting, executive insights, and decision-support tools.
Support insurance analytics covering:
Underwriting
Claims
Pricing
Customer analytics
Fraud detection
Loss/risk analysis
Support investment and asset-management analytics covering:
Portfolio performance
Investment risk
Market data
Asset allocation
Performance attribution
Client/investor analytics
Build and maintain data warehouses, data lakes, analytical platforms, and data pipelines.
Drive data integration across policy administration, claims, CRM, finance, investment, risk, and other enterprise systems.
Implement predictive models, AI/ML, and automation where appropriate.
Ensure data accuracy, completeness, consistency, availability, lineage, and accessibility.
Partner with IT/Data Engineering on cloud, architecture, APIs, platforms, and modernization.
Ensure compliance with data privacy, security, regulatory, and financial-services requirements.
Provide reliable data for financial, risk, actuarial, management, and regulatory reporting.
Lead data transformation and the adoption of self-service analytics.
Manage analytics/data teams, technology partners, vendors, budgets, and delivery priorities.
Present data-driven insights and recommendations to senior executives and business leaders.
Promote a strong data-driven decision-making culture across the organization.
Ideal Candidate Profile
12–18+ years of experience in data, analytics, BI, data science, information management, or technology.
5+ years in senior data/analytics leadership.
Experience as:
Head of Data & Analytics
Head of Analytics
Head of Data
Director of Data & Analytics
Director of Analytics
Data & Analytics Director
Chief Data Officer
Chief Analytics Officer
Strong background in Insurance, Investment Management, Asset Management, Wealth Management, Banking, or Financial Services.
Strong expertise in:
Data strategy
Data governance
Data architecture
Data management
Data quality
BI and reporting
Advanced/predictive analytics
Data science
AI/ML
Data platforms
Data integration
Data visualization
Experience leading enterprise-wide transformation and multidisciplinary teams.
Strong understanding of financial-services data, risk, regulatory, and reporting requirements.
Ability to work with C-suite executives, Finance, Risk, Actuarial, Investments, Operations, IT, and business leadership.
Originally posted on Himalayas