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Senior Portfolio Management Expert

Remote:

Full Remote

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

Proven experience in portfolio management, Extensive background in banking sector, Familiarity with portfolio management tools, Excellent communication and presentation skills.

Key responsabilities:

Conduct in-depth analysis of client portfolios
Collaborate with clients on marketing campaign strategies

Herzum Software S.R.L. Unipersonale SME https://www.herzum.com/

51 - 200 Employees

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Job description

The Role

For one of our Partners, we are seeking Senior Portfolio Management Experts to provide specialized support to clients in managing complex portfolios. These professionals will leverage their extensive experience in portfolio management, particularly within the banking sector, to assist clients in both portfolio analysis and the identification of impactful marketing campaigns.

Your Responsibilities:

Portfolio Analysis:
Conduct in-depth analysis of client portfolios, identifying trends, risks, and opportunities.
Provide actionable insights to improve portfolio performance and align with business objectives.
Deliver detailed reports and recommendations to senior stakeholders.
Campaign Strategy Identification:
Collaborate with clients to identify and prioritize marketing campaigns based on portfolio insights.
Develop data-driven strategies to enhance customer engagement and portfolio value.
Act as a trusted advisor to clients, offering guidance on optimizing portfolio and campaign synergies.
Stakeholder Engagement:
Engage with senior-level stakeholders from leading banks and financial institutions.
Ensure that recommendations align with client objectives and industry best practices.
Provide ongoing support and consultation for complex portfolio challenges.

What We Expect From You:

Proven experience in portfolio management for large, complex banking institutions.
Extensive background in managing high-value portfolios, including risk assessment and performance optimization.
Experience working with cross-functional teams and senior stakeholders.
Deep understanding of banking and financial services, including customer segmentation and portfolio dynamics.
Familiarity with portfolio management tools and frameworks.
Excellent communication and presentation skills, with the ability to influence and advise at an executive level.
Fluency in English.

Location: full remote.

Join Us! Become part of a team driven by innovation, belief in talent, and a commitment to excellence. Your next career step starts here.

This announcement is addressed to both sexes, in accordance with Laws 903/77 and 125/91, and to people of all ages and nationalities, in accordance with Legislative Decrees 215/03 and 216/03.