Portfolio Manager in London

Portfolio Manager in London

London Full-Time 50000 - 70000 £ / year (est.) No working from home possible
Alpha - Cross Border

At a Glance

  • Tasks: Engage with C-suite executives to manage FX and cross-border payment needs.
  • Company: Join Corpay, a leading fintech company in a dynamic office environment.
  • Benefits: Enjoy 25 days annual leave, private medical insurance, and access to LinkedIn Learning.
  • Other info: Opportunity for professional growth and development in a supportive team.
  • Why this job: Make an impact by providing valuable risk-management solutions to diverse businesses.
  • Qualifications: 1-3 years of sales experience and excellent communication skills required.

The predicted salary is between 50000 - 70000 £ per year.

Corpay is looking to hire a Portfolio Manager who will identify and engage with C-suite decision makers at mid-to-large businesses, helping them manage FX and cross-border payment needs. The role reports directly to the Director of Sales.

As a Portfolio Manager you will work in an office environment. Corpay provides an assigned workspace, company-issued equipment, formal hands-on training and continued development.

Responsibilities
  • Research and qualify potential clients to build a database of leads.
  • Own the telephone and use it to engage and consult with C-level executives of medium-large businesses across a diverse range of sectors.
  • Engage in cold calling as the primary method of pursuing opportunities.
  • Learn clients’ businesses, uncover key problems and challenges, and educate them on how Alpha’s solutions can address these issues.
  • Work closely with analysts and strategists to build and present valuable risk-management solutions to clients, and develop these solutions further over time.
Qualifications & Skills
  • 1–3 years of sales experience.
  • Previous experience in a new-business/outbound sales role.
  • Cold-calling experience.
  • Fintech experience is a plus.
  • FX/Payment experience is not required.
  • Excellent communication skills.
  • Sense of urgency.
Benefits & Perks
  • 25 days’ annual leave plus 8 bank holidays.
  • Option to buy or sell up to 5 days of annual leave annually through the benefits enrolment window.
  • Pension scheme with a minimum 3% employee contribution and up to 5% employer contribution from Corpay.
  • Private medical insurance through Vitality with no excess payable by employees; Corpay covers the standard £250 excess charge.
  • Access to the Gratitudes benefits platform, offering flexible discounts and supermarket savings.
  • Free access to LinkedIn Learning.

Corpay is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, marital status, genetic information, military or veteran status, or any other characteristic protected by applicable law. If you require reasonable accommodation during any part of the application or interview process, please notify a representative of the Human Resources Department.

Portfolio Manager in London employer: Alpha - Cross Border

Corpay is an exceptional employer located in the vibrant Moorgate area of London, offering a dynamic work environment where employees are empowered to engage with C-suite executives and drive impactful solutions in the cross-border payments sector. With a strong focus on professional development, including formal training and access to LinkedIn Learning, Corpay fosters a culture of growth and collaboration, complemented by generous benefits such as 25 days of annual leave, private medical insurance, and a supportive pension scheme. Join us to be part of a forward-thinking team that values diversity and innovation while making a meaningful impact in the fintech landscape.

Alpha - Cross Border

Contact Details:

Alpha - Cross Border Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Manager in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Alpha - Cross Border. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Portfolio Manager in London

Sales Experience
Cold Calling
Client Engagement
Communication Skills
Research Skills
Consultative Selling
Problem-Solving Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alpha - Cross Border.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Alpha - Cross Border's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Alpha - Cross Border

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alpha - Cross Border.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Alpha - Cross Border will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Alpha - Cross Border employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.