Portfolio Finance - Execution Business Officer, Vice President
Core
Strategic advisor to Execution business owners driving strategy, growth, profitability, and market expansion through portfolio analytics, revenue optimization, and scenario analysis.
Role type
Senior IC Vice President, Portfolio Finance
Builds
Actionable intelligence for decision-making, portfolio analytics tools, and market research for institutional asset owners.
Domain
Capital Markets / Financial Services
Deliverable
dashboards & analysis
Required skills
Strategic advisory, financial planning, business driver analysis, market research, competitive analysis, portfolio analytics, scenario analysis, revenue optimization
Preferred skills
Modern data management tools, Microsoft Office proficiency
Responsibilities
Serve as strategic advisor to executive leaders, oversee quarterly and annual financial planning, empower Client Management and Trading with analytics tools, create in-depth market and competitive analysis.
Seniority
Vice President, strategic leadership