Portfolio Analyst

1 month ago

Melbourne, Australia Latitude Financial Services Full time

Annual salary reviews

Let's talk about the role.

Reporting to the Senior Portfolio Manager, the Portfolio Analyst is responsible for supporting the Portfolio management team in designing and executing the customer engagement strategy to optimise the risk and returns of the cards portfolio.

The role will support the Senior Portfolio Manager in designing, managing, monitoring and optimising the direct portfolio stimulation and growth campaigns for credit card products to drive spend, receivables and customer engagement growth.

In this role, you’ll:

- Track key portfolio metrics to measure the success of program through creation and management of customer engagement performance dashboard
- Effectively use customer research, data and insights for customer segmentation, building propensity models and other targeting strategies
- Support the process to create portfolio management strategies to maximize portfolio growth across all customer contact and communication points
- Support the Portfolio Management team to Design, execute and monitor always-on customer management programs including:

- Early months of book/Onboarding
- Ongoing customer engagement to grow spend and build balance
- Re-activation of dormant customers
- Proactive and reactive retention
- Work with the Analytics and Insights team to use data to target customers using personalisation methodologies
- Undertake a value driven approach to monitor program performance at a campaign and offer level and make necessary adjustments via a robust test and learn approach
- Assist Marketing team to deploy Segmentation and Propensity models across campaigns and offer execution
- Drive new initiatives to automate processes and operations, enhance functions to improve overall efficiency and effectiveness of the customer engagement program

Let’s talk about you:

- 1-3 years working experience in a fin services industry.
- Proficiency in data analysis tools and software, including Excel, SQL, and statistical analysis software
- Experience with marketing automation platforms such as Responsys, Salesforce or similar would be a bonus
- Experienced with Oracle Exadata or Snowflake
- desirable or willing to learn
- Experience with open source tools, such as R or Python - desirable or willing to learn
- Experience with reporting building and data visualisation, using BI tool such as Microsoft Power BI, Tableau or Qlik a bonus
- Excellent communication and presentation skills
- Ability to work independently and as part of a team
- Attention to detail and strong problem-solving abilities.
- Highly analytical with strong numeric sense

Sound like you? That's a good sign In return for your energy and ideas, we offer a flexible working environment and great compensation. We always support a safe, healthy, engaging, and productive working environment for all employees and workers, whether that be in your home and office, or a combination of both.

We're Latitude, partners in money. Latitude may seem like the new kid on the block, but it's taken us almost a hundred years to become an overnight success. Digital payments, cards, loans, and insurance is what we offer - but what we really are is a platform that helps people shop and live better.

Always living and breathing our values. Act Right, Show Care, Be Curious.
- Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment. Only open to Australian or New Zealand Permanent Residents or Citizens._

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