Manager, Macro Strategy & Portfolio Insights

6–10+ years of experience in economics, consumer finance, risk strategy, or analytical roles, with exposure to emerging markets and/or underbanked consumer segments. Strong grounding in macroeconomic principles and consumer behavior. Demonstrated ability to synthesize complex data and signals into clear, executive-ready insights. Solid analytical skillset and comfort working with data (e.g., SQL, Python, statistical analysis), with an emphasis on interpretation. Experience collaborating closely with Product, Risk, Finance, or Data Science teams in fast-moving environments. Comfortable operating with imperfect data and applying sound judgment where information is incomplete. Clear communicator with the ability to influence without formal decision authority. Bachelor’s degree in economics, finance, statistics, engineering, or a related field (advanced degree a plus).

Monitor and synthesize macroeconomic and customer behavioral trends across international markets and translate them into implications for portfolio risk. Track external market signals, regulatory developments, and competitive dynamics impacting credit performance or lending strategy. Develop country-level and segment-level macro narratives for strategic planning and risk discussions. Partner with Portfolio Risk, Data Science, and Analytics teams to identify leading indicators and early-warning signals for portfolio performance shifts. Support scenario analysis and sensitivity assessments for portfolio outcomes. Provide forward-looking insights to inform pricing, limits, tenors, and growth strategies. Produce concise, decision-relevant syntheses for senior stakeholders. Partner with Product, Finance, Capital Markets, and Marketing to embed macro context in portfolio strategy and growth planning. Support Credit Risk Committee and executive discussions with macro and market-level insight. Act as an internal subject-matter expert on macroeconomic and market dynamics affecting emerging-market consumer lending. Help elevate the organization's understanding of external forces interacting with credit performance. Contribute to developing repeatable frameworks for incorporating macro insight into portfolio strategy.