Portfolio Manager Jobs

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. For over 180 years, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Senior Product Manager will lead the strategy, development, and management of AI-native products within our portfolio. This role involves driving product vision, market analysis, and cross-functional collaboration to deliver innovative solutions that meet customer needs and align with business goals. The Senior Product Manager will be responsible for overseeing the product lifecycle from ideation through to launch and beyond, ensuring the product’s success in the market.

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. Strategic Relationship Manager is a client-facing role is focused on driving growth across our some of our largest enterprise clients in Norway. This role is focused on managing and growing an established portfolio of enterprise clients, across multiple industries such as financial services, energy production and the public sector. The role will involve selling a suite of market‑leading products and services into large, complex institutions. You will drive revenue growth through expansions, renewals and additional use cases, while deepening relationships with senior stakeholders across strategic and global accounts with significant long‑term value. Acting as a trusted partner, you will bring deep understanding of client challenges and apply technology-led solutions to address business‑critical needs, building long‑term relationships and generating incremental growth.

Location: Mumbai, India Experience: 8–10 Years Qualification: CA / MBA (Finance) / CFA or equivalent About the Role- We are looking for an experienced Treasury professional to join our Corporate Treasury & Capital Markets team. The role will be responsible for managing the organization's funding, liquidity, banking relationships, capital market borrowings, treasury operations, and regulatory compliance while ensuring efficient cash management and optimal utilization of financial resources. The ideal candidate will have strong experience in debt capital markets, corporate treasury operations, banking relationships, SAP, and regulatory compliance. Key Responsibilities 1. Capital Markets & Debt Management Structure, execute, and manage short-term and long-term debt instruments including: Commercial Papers (CPs) Non-Convertible Debentures (NCDs) Term Loans Coordinate with credit rating agencies, merchant bankers, debenture trustees, institutional investors, and lending banks. Support fund-raising initiatives and debt optimization strategies. Manage security creation, charge filings (ROC/CERSAI), and all related financing documentation. Monitor debt portfolio, repayment schedules, and borrowing costs. 2. Treasury Investments & Liquidity Management Manage daily liquidity and cash positioning across all bank accounts. Optimize deployment of surplus funds through: Money Market Instruments Mutual Funds Fixed Income Investments Prepare and monitor daily cash flow and liquidity reports. Develop and enhance working capital and cash flow forecasting models. Ensure efficient allocation of funds while minimizing idle cash balances. 3. Banking Relationships & Treasury Operations Manage strategic relationships with banks and financial institutions. Negotiate banking facilities, pricing, and credit limits. Oversee Corporate Banking platforms including: Host-to-Host (H2H) Cash Management Services (CMS) Online Banking Portals Administer banking access controls, user rights, and s

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Global Account Manager for Banking is responsible for managing, retaining, and expanding a portfolio of large, complex global accounts with operations across multiple geographies. This role owns the global commercial relationship, drives revenue growth through renewals, upsell, cross-sell, and solution expansion, and ensures consistent value delivery across regions. The Global Account Manager acts as a trusted advisor to senior client stakeholders, coordinating internal regional sales teams, client success, product, and delivery resources to execute global account strategies that support long‑term customer success and sustainable company growth.

About Paytm Lending Paytm’s Lending marketplace connects millions of consumers and merchant partners with top NBFCs and banks across Personal Loans, Merchant Loans, Postpaid, and Credit Cards. We build cutting-edge financial products powered by real-time risk modelling, seamless distribution, and high-volume transaction processing. Role Overview We are seeking an energetic, analytical, and business-focused Manager – Business Finance to join our Lending Finance team. In this role, you will act as a key financial partner to business leads, product managers, and risk teams across Personal Loans, Merchant Loans, and Credit Cards portfolios. You will be responsible for driving financial planning, developing bottom-up revenue models, tracking portfolio yields/costs, and delivering actionable insights to the CFO and CEO to maximize profitability and operational efficiency. Key Responsibilities 1. Revenue Modelling & Portfolio Economics - Build, maintain, and refine end-to-end financial & revenue models for lending products (Merchant Loans, Personal Loans, Postpaid). Model monthly/daily interest accruals, processing fee (PF) yields, First Loss Default Guarantee (FLDG) provisions, collection costs, and Cost of Funds (COF) across diverse lender partners. - Conduct scenario modelling (AOP vs. Actuals, MBR updates, Team Plans) to assess the impact of take-rate changes, volume mix shifts, and credit policy tightening. 2. Business Partnering & Decision Support - Act as a co-pilot to Business Heads to evaluate new commercial constructs, lender tie-ups, and product feature launches. - Analyze unit economics (Revenue per Disbursed/Booked Card, Net ROI, Take Rates, Risk-Adjusted Returns) at a product and lender level to guide business strategy. - Analyze risk vs. return trade-offs (GCL vs. Net ROI) across partner lenders to optimize portfolio allocation. 3. Financial Planning & Analysis (FP&A) - Lead the Annual Operating Plan (AOP) creation, monthly business reviews (MBR), and q

Role Overview As a Key Account Manager / Enterprise Account Manager, you will own strategic relationships with leading D2C, digital-first, and retail brands. You will help them drive customer acquisition, engagement, retention, and support through the Paytm Pi Marketing platform—our AI-powered customer engagement platform. In this role, you will be responsible for driving new business, growing existing accounts, and positioning our comprehensive suite of solutions across Enterprise CPaaS, AI Agents, and Omnichannel Customer Engagement. Key Responsibilities 1. Business Development & Revenue Portfolio Ownership: Own the acquisition and growth of a strategic portfolio of D2C, e-commerce, and retail brands. Target Achievement: Consistently deliver on annual revenue, gross margin, and account growth targets. Expansion: Proactively identify and execute cross-sell and upsell opportunities across the full product suite. Stakeholder Engagement: Build, nurture, and manage strong executive relationships with CXOs and decision-makers across Marketing, CRM, Digital, Customer Experience (CX), Support, Product, and E-commerce teams. 2. Sales & Account Growth End-to-End Sales Lifecycle: Lead the complete sales lifecycle—from initial solution mapping and commercial negotiation to final closure and account expansion. Strategic Planning: Develop and execute comprehensive account plans for key enterprise clients. Adoption & Performance: Drive long-term product adoption, platform usage, and account retention. Metrics & KPIs: Continuously track key business metrics, including revenue growth, adoption rates, and customer success KPIs. 3. Solutioning Understand complex customer challenges and architect tailored solutions across: Enterprise CPaaS: WhatsApp, SMS, Voice, Email, and RCS AI Agents Omnichannel Customer Engagement Conversational Commerce 4. Cross-Functional Collaboration Product & Engineering: Share critical customer feedback, adoption barriers, feature requests, and market

About the Team Financial Services at Meesho is building one of the largest digital lending businesses for Bharat. As we scale to millions of users, the next phase of growth will be defined by how intelligently we manage credit performance across the lifecycle — from underwriting to repayment and recovery. The DARC (Data Science, Analytics, Risk & Collections) team acts as the decisioning engine for this business — combining data, risk, and systems thinking to drive portfolio outcomes. About the Role: Credit Portfolio Optimization This is a high-ownership, high-impact role focused on maximizing portfolio performance post-disbursement. You will act as the central problem solver for credit performance — identifying where we are losing money across the repayment lifecycle, diagnosing root causes, and designing interventions that improve outcomes at scale. This is not a collections or operations role.This is a strategy + systems role with direct impact on metrics like NCL, cure rates, cost-to-recovery, and customer lifetime value.

About the Team Would you like to be part of creating a unicorn within a unicorn? Solve some of the biggest challenges facing financial inclusion of Bharat? Well, then here’s your chance! Financial Services (FS) is one of the biggest new bets we are taking at Meesho on the next 10x horizon opportunity for us. Just as Ant Financial did for Alibaba, and Mercado Pago did for Mercado Libre, our vision is to build financial services for Meesho, becoming our key growth and revenue driver. We have found our Product-Market Fit and built and proved 0-1 and 1-10 journeys, Now looking for someone who can be the founding member of 10-100-1000 journey and this is possibly one of the most exciting and enriching experiences one could consider in their career. As a Financial Services team, we always look at the bottom line. And the bottom line is - in this team, you should expect to have fun as you learn and grow. About the Role Lending is going to be our primary focus in this phase of our FS journey, and risk management is at the core of building any sustainable credit business at scale. Herein also lies potentially our biggest challenge for Meesho users: How do we assess risk of borrowers without any credit history? How can we leverage alternative information to better profile borrowers? How can we leverage our platform uniquely to create a sustained competitive advantage? The Person will be responsible for driving the Policy, DS and analytics behind all these questions, from creating analytical frameworks, developing high quality analysis, driving insights and actions, and owning policy decisions. In the early phases, your role will focus on refining initially implemented policy by Analyzing and Designing credit policies using Meesho platform data, bureau data, alternate data. Creating Scorecards and models for approval. Designing experiments to test cohort behavior and experimental policies. Automate reporting and tracking of the portfolio on multiple levels , Ops performa

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Cards Lab - Content Manager The Market Intelligence team is seeking a highly strategic and forward-thinking Product Strategy & Content Lead to drive the long-term evolution of Cards Lab, Mastercard's self-service platform supporting issuers in portfolio optimization, market benchmarking, and card value proposition development. This role will play a critical part in shaping the future vision of the platform by defining strategic priorities, identifying growth opportunities, establishing best-in-class content standards, and ensuring Cards Lab continues to deliver differentiated value to clients globally. The ideal candidate combines strong product strategy capabilities with an understanding of Card Value Propositions design and launch, excellent analytical thinking, content leadership, stakeholder management and a deep passion for transforming market intelligence into scalable product experiences. Role Overview: The Product Strategy & Content Lead will be responsible for collection and maintenance of content – working closely with internal stakeholders and research partners – while defining and driving the medium and long-term strategic direction of Cards Lab content and intelligence capabilities. Key Responsibilities: • Define and continuously evolve the long-term content and intelligence strat

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Partner Success – Security Solutions Overview Mastercard Services leverages the company’s unique data, analytics, technology, and expertise to help customers grow, optimize performance, and manage risk. It delivers solutions across areas like fraud and cybersecurity, customer acquisition and engagement, open finance, and business insights—making commerce smarter, safer, and more personalized through data‑driven products and advisory capabilities. One of our strategic objectives is to diversify our revenue via new distribution pathways, including through Partners. As such, we are increasing our focus around Partner Success to support the growth of both our partner and MA revenue. We are seeking an experienced Partner Success Manager to effectively manage a portfolio of strategic B2B partners who utilize multiple Mastercard services products or solutions to mitigate risk and prevent fraud. The Partner Success Manager will support partners throughout the onboarding process, provide ongoing relationship management, and drive revenue growth through expansions and strategic initiatives. This individual will serve as a partner advocate within a matrixed organization. The Role 1. Performance, Insights & Governance Monitor partner performance, product adoption, usage, satisfaction, se

Our Customer Success team is committed to helping customers maximize the value of Asana as both a technology platform and a holistic approach to collaboration. From high touch to scalable success, our goal is to deepen the usage of the whole work graph, resulting in delivering unmatched value with scalability and consistency. We strive to help all of our customers, across countries, industries, and functions, get off on the right foot and continue to get the most value out of Asana over time. As a Manager, Customer Success (L7), you will lead our Enterprise Accounts team, taking ownership of the health, growth, and strategic value delivery of our most critical enterprise customer relationships. Reporting to Customer Success leadership, you will coach and develop a team of Enterprise Customer Success Managers, build scalable programs that drive adoption and AI consumption, and serve as a key cross-functional partner across Sales, Product, and Enablement. You will bring people leadership, operational excellence, and customer obsession to drive AI-driven transformation across our enterprise portfolio. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you’ll achieve People Leadership & Coaching: Coach, mentor, and develop a high-performing team of Enterprise CSMs through regular 1:1s, performance reviews, and career development planning while defining goals, KPIs, and success metrics. Executive Relationship Advisory: Build and nurture executive-level relationships with enterprise customers, serving as an escalation point, strategic advisor, and leader for executive business reviews. Program & Opera

About the Team Would you like to be part of creating a unicorn within a unicorn? Solve some of the biggest challenges facing financial inclusion of Bharat? Well, then here's your chance! Financial Services (FS) is one of the biggest new bets we are taking at Meesho on the next 10x horizon opportunity for us. Just as Ant Financial did for Alibaba, and Mercado Pago did for Mercado Libre, our vision is to build financial services for Meesho, becoming our key growth and revenue driver. We have found our Product-Market Fit, built and proved 0-1 and 1-10 journeys. Now looking for someone who can be the founding member of a 10-100-1000 journey, and this is possibly one of the most exciting and enriching experiences one could consider in their career. About the Role Meesho FS runs two lines of business: SME Lending, which offers Business Loans, and User Lending, which offers BNPL and Personal Loans (PL). User Lending is now our primary focus in this phase of our FS journey. We have 274Mn ATU, and risk management is at the core of building any sustainable credit business at scale - our being a captive audience means both Growth and Risk are an outcome of underwriting, which is owned by the Risk team. Herein also lies one of our biggest challenges: how do we assess the risk of borrowers without any credit history or income data? How can we leverage alternative information to better profile borrowers? How can we leverage our platform uniquely to create a sustained competitive advantage? This person will be responsible for driving the analytics behind these questions for User Lending - creating analytical frameworks, developing high quality analysis, driving insights and actions, and recommending policy decisions, across a well-established BNPL portfolio and a Personal Loans portfolio that is still scaling. Your role will focus on: Owning the risk for one or more segments of the portfolio while maintaining a healthy growth. Analyzing credit policies using Meesho platform data,

At Trustpilot, we're on an incredible journey. We're a profitable, high-growth FTSE-250 company with a big vision: to become the universal symbol of trust. We run the world's largest open customer review platform, and while we've come a long way, there's still so much exciting work to do. Come join us at the heart of trust! As a Senior Customer Success Manager on our Enterprise team, you are the value owner and trusted advisor for your portfolio of customers. Unlike traditional enterprise CSM roles, our UK Enterprise team works across 40+ industry verticals, offering a unique and dynamic environment where you will solve diverse customer challenges and workflows daily. In this role, you will manage a portfolio size that is larger than usual for an Enterprise team. Our Customer Success organisation is new and rapidly evolving, offering a hands-on opportunity to help build, test, and shape our operational playbooks and CSM processes from the ground up, while leading smooth customer onboarding to drive rapid time to value. To thrive with a larger Enterprise book of business, there is a heavy need for strong data and analytics skills. You will leverage customer health metrics, product usage telemetry, and data insights to ruthlessly prioritise your focus, proactively mitigate churn risks, maximise value realisation, and regularly engage C-level stakeholders to demonstrate tangible ROI. What you'll be doing: Customer Onboarding: Lead post-sale onboarding & implementation, ensuring a smooth handover from commercial reps and customer time to value. Value Foundation & Alignment: Conduct thorough customer discovery to define clear business goals, success metrics, and KPIs, driving initial activation and long-term adoption across diverse industry verticals. Adoption & Value Realisation: Drive product adoption across your portfolio to deliver tangible business results, prove ROI, safeguard customer health, and secure renewal readiness. Data-Driven Portfolio Prioriti

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Operations Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong. What You’ll Do Account Servicing owns what happens to a Brex account after it's live: money applied against statement balances, billing terms changed, auto-pay kept working, points debited and granted, credit performance reported to the bureaus, and accounts closed cleanly. We're hiring a manager to run that portfolio. You'll inherit a team with deep subject-matter expertise in specific queues, a set of in-flight migrations from other teams, and a

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Operations Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong. What You’ll Do Account Servicing owns what happens to a Brex account after it's live: money applied against statement balances, billing terms changed, auto-pay kept working, points debited and granted, credit performance reported to the bureaus, and accounts closed cleanly. We're hiring a manager to run that portfolio. You'll inherit a team with deep subject-matter expertise in specific queues, a set of in-flight migrations from other teams, and a