Portfolio Consultant Job Description
Portfolio consultant
provides assistance in all marketing, sales, budget, and business development activities related to the product portfolio strategy.
Portfolio Consultant Duties & Responsibilities
To write an effective portfolio consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Develops plans to ensure the most efficient utilization of the marketing organization’s resources
The image and actions with outside broker-dealers/RIA’s are key aspects
Drive continuous improvement to achieve the highest possible quality, service, and cost efficiency
Manage the CTO Higher Education’s organization’s performance and deliverables
Provide transparency across the CTO HE organization
Be a point contact for transparency of technology reporting and tracking
Maintain the repository of information on all technology investments in the CTO HE organization including projects, programs, and business as usual activities
Facilitate the process for prioritizing investments within the portfolio and identify potential initiatives to fill investment gaps in priority areas
Provide regular and standard information to CTO HE Leadership in order to facilitate consolidation of all technology investment and identification of associated common risks and issues
The image and actions with outside broker-dealers are key aspects
Portfolio Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Consultant
List any licenses or certifications required by the position: ACFE, PMP, FRM, CFA, LEAN, PMI, CISSP, ITIL, SAP, CIPM
Education for Portfolio Consultant
Typically a job would require a certain level of education.
Employers hiring for the portfolio consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Computer Science, Economics, MBA, Business/Administration, Culinary, Hospitality, Accounting, Management
Skills for Portfolio Consultant
Desired skills for portfolio consultant include:
Microsoft Office
French
Marketing
Related field
Sales and marketing principles as acquired through the successful completion of a Bachelor’s Degree in Business
Workstations and database software
Asset allocation
Company's strategic direction and strengths and weaknesses
Dutch
Governance in a change environment
Desired experience for portfolio consultant includes:
Ability to prioritize and adjust to multiple demands
Must thrive at managing change in both a team and independent environment
Portfolio Management Techniques (PMT) or equivalent
Strong academic credentials with an undergraduate degree required
Is able to communicate with varying stakeholders in different situations (e.g., one-on-one interviews, formal requirements gathering sessions)
Possesses experience with Business Analysis / Project Management tools (ie
Portfolio Consultant Examples
1
Portfolio Consultant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of portfolio consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio consultant
- Manage the delivery of initiatives into the wider business, managing solutions to deadlines and across multiple Performance Units
- Manage change in a matrix environment
- Ensure financial management is controlled to deliver according to forecasted budgeted costs and revenues
- Manage retention levels as part of the delivered initiatives
- Translate analytical insights into actionable refinements of existing programs, or development of new portfolio initiatives
- Actively monitor the product P&L, and understand the key drivers of product profitability
- Accountable for the product and process risk profile in terms of minimising compliance risk, operational risk, product risk and reputation risk, including managing relationships with Risk Management functions
- The image and actions with outside clients are key aspects
- Responding to client consulting requests by crafting robust portfolio analyses
- Ensures the delivery of the plan’s critical milestones, outcomes and results (on time
Qualifications for portfolio consultant
- Knowledge of key Dominion Securities processes, technology, products and services
- Familiarity with portfolio management concepts preferred
- Ability to develop and implement criteria for evaluating projects ability to build project portfolio strategic roadmaps
- Series 7 and 63 required within 120 days of hire
- Extensive experience with and knowledge of technologies, techniques and practices for the evaluation of business performance data
- Practical experience in the following areas is preferred
2
Portfolio Consultant Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of portfolio consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio consultant
- Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, to assist in streamlining their investment process and operations
- Help set up the advisors book to prepare for portfolio modeling and also discuss ongoing management of the book for new clients, multiple legal registrations within the same household, withdrawals or deposits for existing clients, changes in asset mix for a client, or tactical or geographic asset class changes
- Help teams modify their management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements
- Specific to ClientLink modeling for discretionary and advisory teams, assist with Creating models and attaching portfolios, running initial trade lists, walk through exceptions that need to be built into the system, run through how to deal with exceptions in client accounts
- Outline how to move forward and deal with every day transactions such as -withdrawals, deposits, currency conversions, and help set up book to get ready for modeling and alert field of any changes that are made to securities that might possibly impact their modeling
- Use key data insights to optimise the initiative strategy and execution
- Manage retention levels as part of the delivered initiative
- Ensure incident management is effectively managed across Credit Card business
- Actively monitor and drive regulatory change implementation from a product perspective
- Proactively seek and implement portfolio pricing opportunities
Qualifications for portfolio consultant
- Portfolio KPI reporting
- Understands team dynamics, fostering a positive and respectful team environment
- Analytical, problem-solving and decision-making skills to develop business cases and handle resource constraints, schedule conflicts/delays, budget overages
- Bachelor’s Degree in Finance, Accounting, Computer Science, Business or related technical field, or equivalent work experience
- Demonstrated knowledge of card payment services and related products, the overall card industry, including competition and financial institutions
- NASD 7 and 66 (or 63 and 65) required
3
Portfolio Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for a portfolio consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio consultant
- Analyze and make recommendations on portfolios regarding asset allocation
- Proactively develop either new or existing relationships by directly contacting research analysts with the goal of promoting Pioneer products and gaining space on key platforms
- Evaluate and explore potential new platform opportunities for the Channel Managers and their teams to generate sales
- Leverage existing analyst relationships to create cross selling opportunities to generate new sales within models or new platforms
- Partner with Channel managers and Portfolio Manager to prepare and deliver finals presentations for key platforms
- Developing relationships with research analysts and selling to institutions will require 40 to 50% travel
- Group) Interviews
- Secondary document analysis
- Multimedia (photography, drawing)
- Others [See UN Women CPE Guidance]
Qualifications for portfolio consultant
- Skilled in process development
- 4-Year Bachelor's degree preferred or equivalent experience
- Degree in Science, Engineering or Computer Science is preferred
- Minimum of 2-3 years of direct experience working with PPM solutions
- Commercially oriented professional who can help close business
- 3 years minimum of proven sales experience
4
Portfolio Consultant Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of portfolio consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio consultant
- Advancing project valuation methods and help quantify (where applicable) financial contributions of R&D expenditures
- Leading value proposition and risking exercises that allow projects and new ideas to be quickly evaluated and compared
- Supporting and guiding Technology’s project approval and idea assessment process
- Maintaining and optimizing the technology portfolio database, quarterly executive views and SharePoint site
- Supporting Technology managers and project leads in capturing most current portfolio data and facilitating business driver & value discussions through regular quarterly reviews
- Identifying and communicating changes in the portfolio that may conflict with strategic goals
- Mentoring others in the use of the business methodologies and tools
- Providing portfolio modeling for R&D
- Recognizing and transfer key metrics from models to portfolio tools for analysis and communication
- Consulting and supporting Technology managers and project leads on strategic communications—both internal and external to R&D—ensuring complex ideas & activities are presented clearly and are actionable
Qualifications for portfolio consultant
- Strength is evident in targeting and qualifying sales opportunities
- Evidenced skill in territory and account management
- Understanding of oncology and the use of hazardous drugs across the health care setting
- 7 plus years of support, engineering, and technical experience with office copiers and office printing providers
- Must have proven analytical and quantitative skills
- Proven ability in designing and conducting analysis, synthesizing recommendations
5
Portfolio Consultant Job Description
Job Description Example
Our growing company is looking for a portfolio consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio consultant
- Participating in technology commercialization and business development activities
- Support on Partnership development and portfolio management
- Support on coordinating core and non-core resource mobilization
- Support knowledge building and knowledge sharing across BERA Partnerships
- Prepare/provide quarterly performance reports to advisory clients
- Review and recommend mutual funds and investment managers
- Communications with investment managers
- Prepare new sales presentation materials
- Draft investment policy statements
- Invest portfolios and rebalance portfolios to prescribed allocation policy targets
Qualifications for portfolio consultant
- Consultative sales approach in finding solutions
- 2+ years of Agile and Waterfall methodologies in projects
- 3+ years experience with Teradata SQL, SAS and Tableau
- Work with Unix and Cognos is strongly preferred
- Masters degree in fields related to Statistics/Math/Computer Science/Economics is preferred
- Strong client service orientation attuned to the needs of high net worth and institutional investors