Portfolio Strategy Specialist
Posted 8 Oct 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2–4 yrs
- Management level
- Individual contributor
- Employment
- Hybrid
- Contract
- Full-time
No salary listed for this role.
Field of studyBusiness Administration, Economics, Finance, Mathematics, Statistics (or related)
Study levelBachelor's
CertificationsCfa, ACCA
Study levelMaster's
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 enhance portfolio value and efficiency.
Main Accountabilities
- Assists in analyzing portfolio performance data to identify operational trends, variances, and risks.
- Supports the execution of portfolio management strategies and strategic initiatives.
- Prepares routine and ad-hoc reports, dashboards, and presentations summarizing portfolio insights for management review.
- Coordinates with internal stakeholders to gather data and align operational activities with strategic targets.
- Provides analytical and quantitative support for portfolio optimization, restructurings, and evaluation of new projects.
- Tracks daily/monthly KPIs and metrics to monitor overall performance against established strategic goals.
- Assists in the implementation and documentation of Credit & Litigation Policies per Investor / Portfolio.
Requirements
Education, Experience and Technical Skills
- 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 related industry
- Experience in Non-Performing Exposures (NPE/NPL) or financial services sector is considered a strong plus.
- Strong analytical skills and computer literacy, with advanced knowledge of Microsoft Office applications (especially Excel and PowerPoint).
- Knowledge of SQL, statistical analysis tools (R, Python, etc.), or visualization platforms (Power BI, Tableau) is considered an asset.
- Solid understanding of portfolio management concepts, key performance indicators (KPIs), SLAs, and strategic performance evaluation.
Competencies
- Excellent interpersonal skills and ability to communicate effectively
- Strong Negotiation and Influencing skills
- Solid business acumen combined with financial analysis skills
- Results orientation with achievement drive
Benefits
Here’s what you can look forward to as part of the #CepalTeam:
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Competitive Compensation : We offer an attractive salary, annual performance-based bonuses, and a monthly meal allowance through our ticket restaurant card.