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Asset Management Jobs in Houston, TX

Portfolio Success Manager

Clayton Services

Houston, TX

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JOB DETAILS
SALARY
$70,000–$85,000 Per Year
SKILLS
Accounting, Analysis Skills, Benchmarking, Business Intelligence Software, Commercial Loans, Communication Skills, Continuous Improvement, Credit and Collections, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Data Analysis, Data Quality, Detail Oriented, Develop and Maintain Customers, Economics, Finance, Financial Analysis, Financial Services, Financial Trend Analysis, Investment Management, Leadership, Legal, Loans, Metrics, Microsoft Excel, Multitasking, Onboarding, Operational Audit, Operational Improvement, Organizational Skills, Performance Analysis, Performance Management, Performance Metrics, Pivot Tables, Portfolio Analysis, Power BI, Presentation/Verbal Skills, Process Improvement, Project/Program Management, Reporting Dashboards, Reporting Skills, Risk Analysis, Salesforce.com, Tableau, Team Player, Trend Analysis, Writing Skills
LOCATION
Houston, TX
POSTED
19 days ago
Clayton Services is searching for a Portfolio Success Manager to join a growing financial services organization in Central Houston. The Portfolio Success Manager will be responsible for analyzing portfolio performance, developing client-facing reports, monitoring key business metrics, and partnering with leadership to drive operational improvements and client retention.

Job Type: Direct Hire
Pay Rate: $70,000 - $85,000 + Bonus Potential
Benefits: Medical, vision, life insurance, 401(k), PTO, paid holidays, and career advancement opportunities.

Portfolio Success Manager Responsibilities:
  • Monitor and analyze portfolio performance metrics, recovery trends, and account activity
  • Develop, maintain, and present performance reports, dashboards, and analytics for leadership and clients
  • Conduct portfolio reviews and provide strategic recommendations to improve results
  • Serve as a primary point of contact for client performance discussions and reporting needs
  • Identify trends, risks, and opportunities through data analysis and operational reporting
  • Collaborate with operations, legal, and leadership teams to improve portfolio performance
  • Track key performance indicators (KPIs), service level metrics, and portfolio health
  • Create and maintain customized reports within CRM and reporting systems
  • Assist with onboarding new clients through reporting setup and performance benchmarking
  • Support process improvement initiatives and data accuracy efforts
Portfolio Success Manager Skills and Abilities:
  • Advanced Microsoft Excel skills including pivot tables, formulas, data analysis, and reporting
  • Strong analytical and critical thinking abilities with a data-driven mindset
  • Experience developing dashboards, performance reports, and KPI tracking tools
  • Ability to interpret complex data and translate findings into actionable business recommendations
  • Strong client relationship management and presentation skills
  • Excellent verbal and written communication abilities
  • Ability to collaborate effectively across operations, legal, and leadership teams
  • Experience utilizing CRM systems and reporting platforms
  • Strong organizational and project management skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Detail-oriented with a focus on accuracy and continuous improvement
  • Self-motivated with the ability to work independently and drive results
Portfolio Success Manager Education and Experience:
  • Bachelor's degree in Business, Finance, Analytics, Accounting, Economics, or a related field preferred
  • Minimum 5 years of experience in collections, commercial collections, financial services, lending, portfolio management, or a related industry
  • Minimum 3 years of experience in a leadership, management, client success, operational analytics, or performance management role
  • Experience developing reports, dashboards, and performance metrics required
  • Salesforce experience strongly preferred
  • Experience with Power BI, Tableau, or similar business intelligence tools preferred
  • Commercial collections, merchant cash advance (MCA), commercial lending, or specialty finance experience preferred
Portfolio Success Manager - Immediate need. Apply today!

About the Company

C

Clayton Services

Clayton Servies is a Houston-based staffing and recruiting firm. For over 37 years, Clayton Services has been helping talented job seekers find great job opportunities with leading companies including multiple Fortune 1000 organizations. Apply today to make your job search easy!

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
http://www.claytonpersonnel.com

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