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- Tasks: Drive card usage and profitability through data-driven strategies and targeted campaigns.
- Company: Leading global financial services firm with a focus on innovation.
- Benefits: Competitive daily rate, hybrid working, and opportunities for professional growth.
- Why this job: Make a real impact in the financial sector while developing your analytical skills.
- Qualifications: Experience in portfolio management or financial services with strong analytical abilities.
- Other info: Fast-paced environment with a focus on collaboration and measurable outcomes.
The predicted salary is between 40000 - 60000 £ per year.
A leading global financial services client is looking for a Portfolio Manager to help drive card usage, spend, and profitability through effective portfolio segmentation, targeted activities, and performance-led decision making. This role is highly execution-focused and suited to someone with strong commercial instincts, analytical capability, and the ability to turn insight into action. You will support the delivery of campaigns, review results, and provide clear recommendations to optimise portfolio performance.
Key Responsibilities
- Support the implementation of portfolio segmentation strategies to drive increased card usage, spend, and profitability.
- Assist in the design, execution, and optimisation of card campaigns and portfolio initiatives.
- Monitor and review campaign and portfolio performance, using data to assess effectiveness and ROI.
- Provide insights and recommendations on how to drive spend growth, engagement, and customer value.
- Work closely with marketing, analytics, product, and operations teams to ensure effective execution of initiatives.
- Prepare performance updates and insights for senior stakeholders, translating data into clear commercial actions.
Required Experience & Skills
- Strong commercial mindset with a focus on growth, profitability, and performance optimisation.
- Experience supporting or delivering portfolio initiatives or campaigns, ideally within cards, payments, or financial services.
- Ability to analyse results, identify trends, and convert insights into practical actions.
- Comfortable working in a hands-on, execution-oriented role.
- Strong stakeholder management skills and ability to collaborate across teams.
- Good analytical capability; experience working with performance data, KPIs, and reporting.
- Clear and concise communication skills, both written and verbal.
Ideal Candidate Profile
- Experience in cards, payments, retail banking, or portfolio management.
- Exposure to customer or spend segmentation approaches.
- Pragmatic, delivery-focused, and comfortable operating at pace.
- Curious, data-driven, and motivated by driving measurable outcomes.
12 months initially. Circa £500 per day inside IR35. Hybrid working - Milton Keynes.
Portfolio Manager Cards employer: iDPP
Contact Detail:
iDPP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager Cards
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those involved in cards and payments. Use LinkedIn to connect and engage with industry professionals; you never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s portfolio strategies. Familiarise yourself with their recent campaigns and performance metrics. This will not only show your interest but also help you articulate how your skills can drive their card usage and profitability.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've used data to make decisions in past roles. Bring examples of how you've turned insights into actions that led to growth or improved performance—this is key for a Portfolio Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Portfolio Manager position!
We think you need these skills to ace Portfolio Manager Cards
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Portfolio Manager. Highlight your experience with card campaigns and any analytical skills that show you can turn data into actionable insights.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've driven profitability and engagement in previous positions, and don’t forget to mention your commercial mindset!
Showcase Your Analytical Skills: Since this role is all about performance optimisation, make sure to include any relevant experience with data analysis. Talk about how you've used KPIs to assess campaign effectiveness and drive results.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at iDPP
✨Know Your Numbers
Make sure you brush up on key metrics related to card usage, spend, and profitability. Be ready to discuss how you've used data in past roles to drive performance. This will show your analytical capability and commercial mindset.
✨Showcase Your Campaign Experience
Prepare specific examples of campaigns you've worked on, especially those that involved portfolio initiatives. Highlight your role in the design, execution, and optimisation phases, and be ready to discuss the results and insights you gained.
✨Collaborate Like a Pro
Since this role involves working closely with various teams, think about times when you've successfully collaborated across departments. Be prepared to share how you managed stakeholder relationships and ensured effective execution of initiatives.
✨Communicate Clearly
Practice summarising complex data into clear, actionable insights. During the interview, focus on your ability to communicate effectively, both verbally and in writing. This will demonstrate your capacity to prepare performance updates for senior stakeholders.
