662 jobs for "Portfolio Associate"

Infosys is seeking an Associate Manager, Client Services for the Capital Markets vertical. This role will lead all client interfaces within the assigned account scope and, in partnership with the Client Partner / Senior Client Partner, will co-develop and execute the account plan to drive growth and client value. The Associate Client Partner typically manages a single account or a sub portfolio within a large account, with an indicative annual book of business of approximately $10-$30 million.

Role Description:
• Client relationship management and business development: lead client relationships, build a portfolio up to $10-30M, lead the opportunity management cycle: Prospect-Evaluate-Propose-Close
• Client delivery assurance: collaborate with all delivery partners involved to ensure fulfillment of all commitments to the client.
• Collaborate with the Delivery Manager to address all people or infrastructure related issues that may be affecting the delivery of the project vis-à-vis the specific client.
• Balance different projects running for the client that may involve different delivery managers or horizontal unit resources.
• Take go-to-market solutions to accounts and drive revenue from go-to-market solutions being sponsored by the business unit.
• Work closely with the Solutions Leader to build customized solutions pitches for the target account and driving the revenues and delivery of these solutions.
• Account planning and governance: build the account plan including relationships required, opportunities to be pursued, price decisions, etc.
• Craft account plan with details of the relationships required, the opportunities that have to be chased, and forecasting the potential revenue yield from such opportunities, as well as potential threats and weaknesses that need to be addressed.
• Make pricing decisions within the scope of the Master Services Agreement.
• Support pre-sales proposals for new business development outside of account scope.
• Provide vital input for building future alliances with relevant product vendors.
• Drive client conversations around AI-first, cloud-first, and data-led transformation priorities within capital markets accounts, aligning Infosys solutions to business outcomes such as growth, efficiency, resilience, regulatory compliance, and superior client experience.
• Partner across consulting, delivery, data/AI, cloud, engineering, and operations teams to shape integrated transformation programs spanning front-, middle-, and back-office modernization.
• Position Infosys platform-led and AI-enabled offerings-including GenAI, automation, cloud modernization, data transformation, and industry solutions-to expand wallet share and strengthen strategic relevance within the account.
• Support growth by identifying opportunities in areas such as client onboarding, operations transformation, risk and regulatory compliance, reporting modernization, straight-through processing, client servicing, and data/analytics-led decision support.

About Infosys Capital Markets:
Infosys Capital Markets combines domain expertise, consulting, technology, operations, and delivery capabilities to help clients drive Digital-First, Cloud-First, and AI-First transformation.
We help capital markets firms modernize front-, middle-, and back-office operations, improve efficiency and resilience, strengthen risk and regulatory compliance, and enhance client experience.
Our offerings span AI-led transformation, cloud modernization, data and analytics, cybersecurity, experience transformation, and integrated technology and operations services.
With platforms such as Infosys Topaz and Infosys Cobalt, along with industry accelerators and partner ecosystems, Infosys enables capital markets clients to achieve faster innovation, scalable transformation, and measurable business outcomes.

Required Qualifications:
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education and 7+ years of experience, with strong sales/relationship management/account management experience
• Significant business development and project management experience
• Experience in the relevant industry/vertical
• Track record of interacting and building relationships with CXO level client contacts
• Hands-on experience with proposal creation and leading proposal presentations
• Strong leadership, interpersonal, communication and presentation skills
• Wide variety of IT and business consulting engagement experience
• Candidates authorized to work for any employer in the [United States/Canada] without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
• Good working knowledge of current capital markets transformation themes such as AI/GenAI adoption, cloud modernization, straight-through processing, data/platform modernization, digital operations, and regulatory/risk transformation.
• Ability to work across a matrixed environment to shape integrated propositions spanning consulting, technology, operations, and platform-led transformation.

Preferred Qualifications:
• Knowledge of industry specific go-to-market solutions
• Good understanding of industry specific business issues and drivers
• Global Delivery Model experience
• Experience managing large multi-location consulting engagement teams
• Track record as an Account Manager in a rapidly growing client relationship
• Familiarity with capital markets product ecosystems, fintech partnerships, cloud/hyperscaler-led transformation models, and AI-enabled solutioning in financial services.
• Experience supporting deals or transformation programs involving operational modernization, data and reporting, client onboarding, risk/compliance, or platform transformation in buy-side, sell-side, wealth, or market infrastructure environments.

About Infosys

https://www.infosys.com

Size: 10,000+ employees
Industry: Consulting

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