Senior Portfolio & Pricing Manager

A rare but exciting opportunity for an experienced Senior Portfolio & Pricing Manager to join the team.

Are you a data-driven expert ready to make a real impact? Join Principality Building Society as we embark on an exciting journey of transformation. With a strong focus on pricing and analytics, this is your opportunity to shape the future of our business and drive meaningful change. We’re making significant investments in our financial and analytics capabilities, and we need your expertise to help us meet our ambitious goals.

How you'll make a difference:

As the Senior Portfolio & Pricing Manager, you’ll be at the forefront of strategic decision-making, providing the analytical insights that fuel effective trading decisions, risk and reward assessments, and product offerings that our members love. This is your chance to partner with senior leadership, deliver valuable insights, and influence the future of our organisation. This is more than just a numbers role - it's a chance to lead, influence, and contribute to our continued success.

What you’ll be doing:

• Leading customer analytics: Develop in-depth behavioural and profitability analytics that provide insights into customer patterns and portfolio performance.
• Building customer behaviour curves: Use analytics to deepen our understanding of customer behaviours and their impact on profitability.
• Support pricing strategy: Collaborate closely with the Product team to shape pricing proposals, ensuring financial and commercial metrics drive sound trading decisions.
• Model development: Build and maintain robust and reliable financial models to optimise decision-making.
• Streamlining processes: Establish forecasting assumption monitoring systems, reducing manual tasks and increasing efficiency through automation.

What you will bring to the role:

• Data expertise: A strong ability to leverage advanced analytics and data-driven insights to understand our customers and portfolio performance.
• Simplicity in complexity: A talent for transforming complex financial concepts into clear, actionable insights for stakeholders.
• High standards & leadership: You’ll proactively drive outcomes and set a high bar for yourself and those around you.
• A collaborative spirit: You thrive on challenging conventions and empowering your team to innovate and succeed.
• Exceptional communication skills: You’ll communicate clearly and confidently with stakeholders at every level.
• Advanced data skills: Expertise in data warehouses, manipulating large data sets, and using coding languages (e.g., SQL, VBA, SAS,or similar) to create efficient data models.
• Relevant qualifications: A strong background in a quantitative discipline like Mathematics, Finance, or a related field, and ideally a professional qualification (ACA/ACCA/CIMA, ACT/CERTBALM/CFA).
• Industry experience: Experience in financial services or finance analytics is a plus—but if you have the talent and passion, we’d love to hear from you!

You’ll have the opportunity to lead in a high-impact role, with plenty of opportunities for personal and professional growth.

Our most important asset is our people. We value a healthy work-life balance and currently offer a 35-hour work week with our hybrid approach enabling you to have a mix of office days and remote working.  

Your base location for this role will be our Head Office, Principality House, The Friary, Cardiff, CF10 3FA

If you have any questions in relation to this role, please contact the recruitment team at -recruitment@principality.co.uk

Read all about us - Principality Building Society: Posts | LinkedIn