Associate Portfolio Manager

Associate Portfolio Manager

At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring an Associate Portfolio Manager to manage and grow a portfolio of Upper Small Business clients by delivering a service experience that blends human insight with self-service capability.

The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Portfolio Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it’s end-to-end ownership and real commercial impact.

• Own and grow a portfolio of Upper Small Business clients, building strong relationships with key decision-makers

• Drive revenue and retention by proactively identifying opportunities and expanding client value

• Deliver