Portfolio Specialist

Qualifications

• Basic Qualifications
• Education
• Bachelor's degree in Business Administration, Finance, Economics, Marketing, Statistics, Engineering, or a related field.
• 2-5 years of experience in portfolio management, business analysis, consulting, banking, payments, customer analytics, or related fields.
• Experience working in a client-facing environment is an advantage.
• Advanced Microsoft Excel skills.
• Strong analytical and reporting capabilities.
• Experience working with large datasets and business reports.
• Ability to prepare executive-level presentations using PowerPoint.
• Business Skills
• Strong analytical and problem-solving skills.
• Excellent communication and presentation capabilities.
• Strong stakeholder management abilities.
• Ability to work independently and manage multiple priorities.
• Attention to detail and commitment to quality.

Education

Experience

• Experience supporting financial services, retail banking, cards, payments, loyalty, or customer engagement initiatives is preferred.

Technical Skills

• Advanced Microsoft Excel skills.
• Strong analytical and reporting capabilities.
• Experience working with large datasets and business reports.
• Experience with Power BI, Tableau, or similar reporting tools is preferred.
• Ability to prepare executive-level presentations using PowerPoint.

Business Skills

Preferred Qualifications

• Experience supporting financial services, retail banking, cards, payments, loyalty, or customer engagement initiatives is preferred.
• Experience with Power BI, Tableau, or similar reporting tools is preferred.
• Experience in card portfolio management or payments industry.
• Experience supporting customer campaigns or marketing initiatives.
• Knowledge of consumer banking products, cards, lending, or digital payments.
• Consulting experience or exposure to strategy and transformation projects.
• Experience working directly with clients and senior stakeholders.
• Visa is an EEO Employer
• Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Responsibilities

• Solve complex business problems using advanced data science techniques, AI/ML models, and frameworks.
• Data analysis, Portfolio analysis
• Develop and execute a vision for data science capabilities aligned with business goals.
• Lead the design and development of large-scale data science systems and foster innovation within the team.
• Apply advanced data science techniques and models to drive business impact and stay up-to-date with industry trends.
• Collaborate with cross-functional teams to integrate data science capabilities and communicate complex technical concepts to stakeholders.
• Develop and maintain expertise in multiple programming languages and data science tools.
• Identify opportunities for data science to drive business impact and present results to senior leadership and business partners.
• Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.