Portfolio Manager

Portfolio Manager

Full-Time 50000 - 70000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Engage with C-suite executives to manage FX and cross-border payment needs.
  • Company: Join Corpay, a leader in cross-border payments, located in Moorgate, London.
  • Benefits: Enjoy 25 days annual leave, private medical insurance, and a pension scheme.
  • Other info: Inclusive workplace with opportunities for personal and professional growth.
  • Why this job: Make an impact by solving real business challenges in the fintech space.
  • Qualifications: 1-3 years of sales experience, cold-calling skills, and good communication.

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

Corpay is currently looking to hire a Portfolio Manager within our cross‑border payments division. This position falls under our Alpha Group line of business and is located in Moorgate, London. Reporting directly to the Director of Sales, you will identify and engage with C‑suite decision makers at mid‑to‑large businesses to help them manage their FX and cross‑border payment needs.

How We Work

As a Portfolio Manager you will be expected to work in an office environment. Corpay will provide an assigned workspace, company‑issued equipment, formal hands‑on training and continued development.

Role Responsibilities

  • Research and qualify potential clients to build a database of leads.
  • Own the telephone to engage and consult with C‑level executives of medium‑large businesses across a diverse range of sectors.
  • Conduct cold calling as your primary method of engaging opportunities.
  • Learn clients’ businesses, uncover key problems and challenges, and educate them on how Alpha’s solutions can address them.
  • Work closely with analysts and strategists to build and present risk management solutions to clients, and eventually develop these solutions yourself.

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/Payments experience is not a must.
  • Good communication skills and a 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.
  • Pension scheme with a minimum 3% employee contribution and up to 5% employer contribution.
  • Private medical insurance with no excess payable by employees.
  • Access to the Gratitudes benefits platform.
  • Free access to LinkedIn Learning.

Equal Opportunity Employer

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, 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. Corpay fosters an inclusive workplace where individuals are respected and valued for their diverse perspectives, experiences, and contributions. 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 employer: Corpay Cross Border

Corpay is an exceptional employer located in the vibrant Moorgate area of London, offering a dynamic work culture that prioritises employee development and inclusivity. With comprehensive benefits such as generous annual leave, a robust pension scheme, and access to professional learning platforms like LinkedIn Learning, employees are empowered to grow their careers while enjoying a supportive environment that values diverse perspectives.

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Contact Details:

Corpay Cross Border Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Manager

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 Corpay 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

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 Corpay 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 Corpay 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 Corpay 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 Corpay 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 Corpay 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 Corpay 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.