Portfolio Manager

The Role

The asset manager is hiring an Associate Vice President – Liability Portfolio Manager. The role focuses on supporting the growth and management of the Retail Liabilities portfolio, covering CASA, Fixed Deposits, and Everyday Banking products. Work spans portfolio performance monitoring, data analysis, product development support, and governance.

Key Responsibilities

• Support growth and management of the Retail Liabilities portfolio, including CASA, Fixed Deposits, and Everyday Banking products.
• Monitor portfolio performance against metrics including balances, customer acquisition, activation, attrition, and profitability.
• Prepare and maintain periodic portfolio performance reports, management dashboards, and business insights.
• Conduct data analysis to identify customer trends, growth opportunities, and areas requiring performance improvement.
• Support portfolio forecasting, budgeting, and business planning activities.
• Assist in the development, enhancement, and optimisation of retail liabilities products and customer propositions.
• Coordinate product launches, pricing updates, change requests, and customer communication initiatives.
• Maintain accurate product documentation and ensure adherence to product governance frameworks.
• Analyse customer segments and support the design of targeted propositions, campaigns, and engagement strategies.
• Perform pricing and competitor analysis, including market benchmarking and monitoring of industry trends.
• Develop business cases and evaluate the commercial viability, profitability, and customer value of new initiatives and promotions.
• Ensure compliance with regulatory requirements and support preparation of approval papers, product reviews, policies, and governance documentation.
  
  

Skills & Experience

• 3–5 years of experience in portfolio management, data analytics, or portfolio governance.
• Experience in the banking industry.
• Bachelor's degree in a relevant field; MBA preferred.
• Strong analytical and data-driven approach.
• Proficiency in data analytical tools including SAS and SQL.
• AI skills.
• Strong interpersonal and communication skills.
  
  

Compensation & Benefits

• Performance-linked compensation.
• Medical coverage for employee and family.
• Life insurance.
• Career development and mentorship from industry experts.
  
  

About Senna

Senna is a smart job search assistant for finance professionals. It helps candidates find matching roles, discover recruiter contacts, and navigate the job search with clearer direction and better support. Senna is built to make the search faster, more targeted, and more effective. For more information, visit joinsenna.com.

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