Portfolio Strategy Specialist

About the role

The Portfolio Strategy Specialist supports the optimization and execution of strategic initiatives and business plans across portfolios. The role contributes to strategic analysis, data-driven decision-making and the coordination of initiatives that improve portfolio value and efficiency.

Key responsibilities

• Analyze portfolio performance data to identify operational trends, variances and risks
• Support the execution of portfolio management strategies and strategic initiatives
• Prepare routine and ad-hoc reports, dashboards and presentations for management review
• Coordinate with internal stakeholders to gather data and align operations with strategic targets
• Provide analytical and quantitative support for portfolio optimization, restructurings and evaluation of new projects
• Track daily and monthly KPIs and metrics against strategic goals
• Assist in implementing and documenting Credit and Litigation policies per investor/portfolio

Required profile

• Bachelor's degree in Finance, Economics, Business Administration, Mathematics, Statistics or a related quantitative field
• Master's degree or professional certifications (e.g. CFA, ACCA) considered an asset
• Minimum 2-4 years of experience in banking or a related industry
• Experience in non-performing exposures (NPE/NPL) or financial services is a strong plus
• Strong analytical skills, computer literacy and solid understanding of portfolio management, KPIs, SLAs and performance evaluation

Required skills

• Advanced knowledge of Microsoft Office, especially Excel and PowerPoint
• SQL, statistical tools (R, Python) or visualization platforms (Power BI, Tableau) considered an asset
• Negotiation, influencing and communication skills

What we offer

• Competitive salary, annual performance bonuses and a monthly meal allowance via a ticket restaurant card
• Private medical insurance for you and your family
• Monthly allowance for early education and coverage of expenses for children with neurodiversity or disabilities
• Hybrid work model with flexible remote work
• Modern offices with workstations, quiet areas, on-site restaurant and group fitness
• E-learning platforms, professional development and career progression with mentoring
• Wellbeing, ESG and volunteering initiatives