Card Portfolio Strategist

Job Description

Leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio profitability.

Qualifications

• Education & Experience: Bachelor's degree in Business, Finance, Analytics, Economics, Marketing, or a related field; 5+ years of experience in financial services, consumer lending, credit cards, portfolio analytics, or related disciplines; 3+ years of experience in data analysis, reporting, business intelligence, or portfolio management.
• Technical Skills: Advanced analytical and problem-solving capabilities with the ability to transform complex data into meaningful business insights; Experience developing dashboards and reporting solutions using Tableau, Power BI, or similar visualization tools; Experience defining, measuring, and reporting on KPIs and portfolio performance metrics.
• Marketing & Business Acumen: Understanding of customer lifecycle management, campaign analytics, customer segmentation, and engagement strategies; Experience supporting marketing performance measurement and optimization initiatives; Knowledge of consumer credit card products, payments, lending, or related financial products preferred.
• Soft Skills: Excellent communication and presentation skills, with the ability to explain analytical findings to both technical and non-technical audiences; Strong organizational skills with the ability to manage multiple priorities simultaneously; Collaborative mindset with experience working in cross-functional environments; Self-starter who thrives in fast-paced, data-driven organizations.

Benefits

We offer benefits to our full-time consultants, including Health, Vision, Dental, 401K plan, Life Insurance, Pretax Commuter Benefits, and an incredibly supportive team cheering you on!