Senior Portfolio Manager Cover Letter

Please consider me for the senior portfolio manager opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for support for post-closing monitoring and management of loans and investments, including monitoring cash flows, invoicing, and processing wire requests.

Please consider my experience and qualifications for this position:

• Oversees overall aggregate portfolio financials, benefit realization analysis for a fairly large portfolio of programs / projects
• Manages overall portfolio budget
• Oversees a portfolio comprised of multiple concurrent projects / programs, including IT, generally up to and including projects at the Tier 2 level with a moderately high to high complexity profile
• May on occasion lead the delivery of up to Tier 1 projects / programs
• Directly manages a team or Program / Project Managers to ensure talent needs and capabilities are developed to support long term goals for the unit
• Provides strategic guidance to business / functional leaders to ensure escalated concerns or regulatory or governance related portfolio issues are appropriately managed
• Background in the analysis of small business, middle market or large corporate is preferred
• Strong financial, business, and computer skills

I am excited to be applying for the position of senior portfolio manager. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for in-depth knowledge and insight on the external operating environment (political/ economic/ social/ technological/ legal/ environmental) to local management team.

Please consider my experience and qualifications for this position:

• Knowledge of both waterfall and agile development methodologies
• Proven track record managing complex teams while leveraging various project management approaches (Agile, Waterfall, Kanban)
• Track and monitor projects performance, providing a real time and comprehensive view through the use of PPM software tool
• Direct management and optimization of project terms, performance and budget (CAPEX & OPEX)
• Monitor key milestones and outcome of assigned projects throughout the project lifecycle
• People management responsibilities for all aspect of the team member’s life cycle, including recruitment, coaching, development and performance management
• Engage with the design of processes and procedures the safeguarding of OLA’s within technology
• Direct, manage and assign technology contracts and budget control function PMO function

I would like to submit my application for the senior portfolio manager opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for administrative management of a portfolio of assigned Commercial Real Estate construction and term loans in accordance with credit policy requirements for risk management.

Please consider my qualifications and experience:

• General knowledge of the Human Capital Management domain preferred
• Experience working in Product Management preferred
• Highly advanced Microsoft Office skills, especially Excel
• Expert understanding of investment/market concepts, especially in the context of insurance asset management
• Expert knowledge of portfolio and fixed income analytics
• Highly advanced negotiation skills to assist with internal/external discussions
• Highly advanced customer relationship management and change management skills
• Extensive experience in a an analytics role providing business insights to management at all levels

I would like to submit my application for the senior portfolio manager opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for strategic support and structural guidance to team members, management and Sasol Group on specific fiscal practices, and how it translates to cash flows and economic results.

Please consider my experience and qualifications for this position:

• Proven experience in leveraging best practices of standards, processes, and policies to effectively manage and support enterprise projects
• Knowledge of end-to-end business process in high-tech industry environment
• Experience managing and influencing across virtual organizations to achieve results
• Regional/multi-property experience
• Experience with PeopleSoft financials/HR helpful
• Post-secondary education with business or finance focus preferred
• Lending experience/background preferred
• Continuous Improvement, and Organizational Readiness teams to support both process adherence and continuous improvement in all areas of the EPMO

I submit this application to express my sincere interest in the senior portfolio manager position.

In the previous role, I was responsible for expertise and conduct investigations on requests by senior management in the areas of liquidity & capital management, and economic valuation & steering (EVM).

Please consider my qualifications and experience:

• Research, source and conduct due diligence on external investment managers to help construct an Alternatives investment portfolio in accordance with the funds’ investment guidelines and risk-adjusted return objectives
• Prepare and present investment recommendations to the Managing Director, CIO for review and approval
• Review, evaluate and negotiate key partnership terms and legal agreements
• Monitor existing portfolio, including frequent interactions with investment managers, review of quarterly reports, attending annual meetings
• Cultivate, maintain and strengthen the group's networks and relationships with institutional managers and institutional investors in the Alternatives space
• Conduct comprehensive annual review of the existing investment portfolio and provide recommendations for improvement/optimization
• Work closely with the Managing Director to review and provide recommendations for the Alternatives strategy, including the review of appropriate asset class goals and objectives, asset allocation, cash flow forecasting, long-term growth strategies
• Proven success in leading multi-product / multi-tier portfolios with full P&L responsibility