Portfolio Manager

Welcome to First Data, a global leader in payment processing and technology solutions. We are seeking a highly skilled and driven Portfolio Manager to join our dynamic team. In this role, you will have the opportunity to manage a diverse portfolio of clients and drive strategic initiatives to optimize their financial performance. Our ideal candidate possesses a strong background in finance, exceptional communication and analytical skills, and a passion for delivering exceptional results. If you are a results-oriented individual with a keen eye for detail and a desire to excel in a fast-paced environment, we encourage you to apply for this exciting opportunity.

1. Manage a diverse portfolio of clients and ensure their financial goals are met.
2. Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
3. Drive strategic initiatives to optimize client financial performance and increase revenue.
4. Conduct thorough analysis of client portfolios to identify areas for improvement and growth opportunities.
5. Collaborate with cross-functional teams to develop and implement innovative strategies.
6. Stay up-to-date with industry trends and developments to inform decision-making and provide valuable insights to clients.
7. Communicate effectively with clients, providing regular updates on portfolio performance and addressing any concerns or issues.
8. Proactively identify and solve problems to ensure seamless portfolio management.
9. Monitor and track key performance metrics, creating reports and presentations to share with internal and external stakeholders.
10. Continuously seek out new business opportunities and contribute to the growth of the company's client base.
11. Act as a subject matter expert in finance and payment processing, providing guidance and advice to clients and team members.
12. Adhere to company policies and procedures, ensuring compliance and risk management.
13. Mentor and train junior team members, fostering a collaborative and supportive work environment.
14. Represent the company in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Portfolio Manager in Berkeley Heights, NJ, USA is between $94,000 - $177,000 per year. This may vary depending on factors such as experience, education, and the specific company or industry the Portfolio Manager is working in.

First Data is the #1 merchant services acquirer providing payment processing solutions for small/large businesses and financial institutions. Now Fiserv!