Portfolio Coordinator Job Description
Portfolio coordinator
provides functional leadership with awareness, knowledge and guidance of Lean and/or Six Sigma principles, methodologies and tools to support achievement of ABS business objectives.
Portfolio Coordinator Duties & Responsibilities
To write an effective portfolio coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyze financial project portfolio data through database queries & BI tools such as Micro strategy or Qlikview
Develop expertise on Global Guidelines and Processes related to the Sanofi budget preparation & submission process
Analyze project submissions by various IT management teams and address data integrity and compliance
Coordinate Project Submissions into the Portfolio Tracking tool and manage issues to be resolved
Work closely with Financial Controllers in order to best represent IT budget information and to understand and communicate financial policy and processes
Support Project Accrual Submission Process
Support Reconciliation of Financial Actuals to respective programs
Communicate effectively to Sanofi IT PMO and IT leadership
Develop PowerPoint and MS Excel charts and graphs as appropriate
Develop lessons learned, and Update Portfolio Process SOPs & Work Instructions as needed
Portfolio Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Coordinator
List any licenses or certifications required by the position: PMP, CAPM, PMI
Education for Portfolio Coordinator
Typically a job would require a certain level of education.
Employers hiring for the portfolio coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business/Administration, Business, Education, Finance, Engineering, Project Management, Accounting, Communications, Science, Real Estate
Skills for Portfolio Coordinator
Desired skills for portfolio coordinator include:
Commonly used Lean Six Sigma concepts
Practices and procedures
Accounting and bookkeeping principles related to classifying
Recording
Software development practices
Summarizing data and making computations to compile and keep financial records
Capital
Financial modeling and contracts
MS Sharepoint
Real Estate terminology
Desired experience for portfolio coordinator includes:
Collecting and directing the flow of financial reporting and loan requirements for renewals and annual reviews
Communicating and negotiating renewal terms, fees, and pricing with customers within approved guidelines
Contributing to the portfolio review process by obtaining appropriate documentation and keeping credit files up to date
Facilitating renewal processes for Remote Deposits and ACH’s
Initiating amendments and extension processes
Monitoring reporting to ensure timely collection of requirements and completion of credit action in order to minimize maturity delinquencies
Portfolio Coordinator Examples
1
Portfolio Coordinator Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of portfolio coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio coordinator
- Partner with cross functional design brand, and planning teams
- Generate go-to-market materials including technical spec sheets and product attribute materials
- Assist with trend, market, and competitive research to identify target trends and new markets
- Participate in discussion of monthly sales meetings
- Relationship management with internal clients (client facing teams) PMG
- Manage and keep up-to-date marketing timelines, calendars, and templates – communicating any changes in real time to our global and country counterparts
- Manage our project management system seeing that projects are properly assigned and proper deadlines are committed to
- Build a strong relationship with our various licensors and regional teams – working with them daily on approvals and workflow
- Assist in campaign concept development
- Assist in marketing focused copywriting
Qualifications for portfolio coordinator
- Source and analyze data to build ROI cases for key marketing tactics
- Manage Invoicing and payment – working with our AP team
- Ability to self-prioritize and manage multiple projects at the same time
- Manage outbound project interest calls and RFQ update calls
- Fluent in verbal and written English required
- Role located in the Singapore office
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Portfolio Coordinator Job Description
Job Description Example
Our innovative and growing company is looking for a portfolio coordinator. 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 coordinator
- Coordinates time tracking and invoice processes for team services provided
- Review and analyze all major recurring initiatives
- Responds to inquiries from corporate and store personnel regarding property information
- Responds to approval requests from developers and co-tenants for changes in and waivers to existing documentation
- Analyzes and abstracts executed leases and other property documentation, and organizes important property information through input of data into LA8
- Collaborates with internal business partners to obtain pertinent post-closing documentation (e.g., notices of commencement, delivery dates, and certificates of substantial completion and floor area certifications)
- Support Portfolio Management team by maintaining and updating appropriate records when new lease amendments, letter agreements and similar documents are received
- Supports the portfolio status review meetings Project Portfolio Committee (PPC)
- Support the Delivery Leads to ensure all appropriate areas are represented within the portfolio
- Manage resource allocation and consolidation across the portfolio
Qualifications for portfolio coordinator
- Required 3 – 5 years’ experience with portfolio/project coordination in software development
- Minimum of 3 years’ experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills (Excel certification will be required post-hire)
- Minimum of 3 years’ experience with project and portfolio management systems
- SharePoint 2010/2013 familiarity preferred
- Experience handling & prioritizing multiple tasks of varying complexity
- Able to read, analyze, and understand complex real estate documentation
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Portfolio Coordinator Job Description
Job Description Example
Our innovative and growing company is hiring for a portfolio coordinator. 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 coordinator
- Ongoing communication of project status, completing the agreed on project reports and escalating issues to Delivery Tech Lead and/or Director
- Assist in the production of a wide variety of periodical letters, forms and customer information requests including collection correspondence, notices of disposition, monthly insurance letters, daily past due notices, other required collection correspondence, quarterly missing title letters, requests for financials, end of term correspondence, requests related to assumptions and modifications notices of reacquired equipment
- Coordinate, produce and distribute Portfolio reports
- Assist in gathering information and the process flow of modifications and assumptions
- Handle contract dispositions including gathering of the necessary documents and processing through the accounting and imaging process
- Assist Title department with mailing of registration renewals
- Assist with incoming and outgoing collection and customer service calls as necessary
- Handle updating of address corrections and mail returns
- Update the receipt of attorney and bankruptcy correspondence, and distribute accordingly
- Gather files and assist with the placement of collection accounts, updating account notes accordingly
Qualifications for portfolio coordinator
- Good Excel skills and other MS Office applications
- Must be a self-starter able to work well in a fast-paced-environment
- 2-3 years of leasing or collection experience
- Strong people skills to create and maintain a strong team approach
- 1-3 years’ experience within the Property/Facility management industry preferred
- Portfolio Operations – Ensure timeliness and quality of the team deliverables including month-end processing, invoicing, in-servicing, portfolio reporting, KPI reporting, risk reserve management, portfolio planning, and continual process improvements
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Portfolio Coordinator Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of portfolio coordinator. 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 coordinator
- Database management (lists, data cleansing, segmentation)
- Primary resource for RM on tracking and resolution of internally monitored items such as loan and deposit document exceptions, expired insurance, past due loan payments, escrow inquiries
- Assisting with the initial on-boarding of new clients to Bank including Know Your Customer documentation (RAF
- Be accountable for formula portfolio consistency and nutritional philosophy within plants where RC products are manufactured
- Be accountable for raws and finished products monitoring
- Define action plans with factories management team on products and raws to reach RC nutritional precision and quality standards and initiate product improvement
- Deploy formulas in their regions and prepare all operational documentation
- Ensure that the formulas nutrient profiles fit to food safety standards and health claims
- Help Commercial through studies to determine what is the most optimized raws portfolio
- Be the R&D representative in factories, training people on scientific knowledge
Qualifications for portfolio coordinator
- Bachelor's degree in Business, Finance, IT or related field or equivalent experience
- 3 to 5 years experience in or with a structured PMO setting or Finance organization
- Expertise with Project and Portfolio financial management
- Demonstrated ability to build subject matter and tool expertise, drive consistency and quality in processes, and coach/train
- Understanding and working knowledge of real estate documentation including
- Support Digital Marketing Continent team in digital projects implementation across Paid, Owned, Earned strategies
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Portfolio Coordinator Job Description
Job Description Example
Our innovative and growing company is looking for a portfolio coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio coordinator
- Supporting the Corporate Shareholder Representative with understanding requirements under the Corporations Law and reporting obligations
- Reviewing shareholding agreements and board reports, in particular around governance aspects and compliance with policy
- Preparation of directors and shareholding representative appointments for approval by the relevant delegate
- Liaising with other enterprise functions to ensure appropriate reporting is put in place
- A relevant Certificate or tertiary qualification, such as corporate governance, finance, project management and/or equivalent management/leadership experience in a relevant area
- Knowledge of corporate governance and administrative practices
- Proven ability to coordinate and manage activities or projects that support efficient compliance with enterprise policies and procedures
- Experience in providing governance and secretariat support
- Perform completeness check to ensure all executed documents are collected and/or delivered by all parties involved
- Reconcile syndicate member distribution list on the secure website with ACBS
Qualifications for portfolio coordinator
- Support Loyalty & Partnerships Continent level initiatives
- Support Portfolio Marketing efforts, including F&B marketing and Portfolio awareness campaigns
- Coordinate initiatives across all appropriate marketing and operational functions, with counterparts in Asia, Europe, Middle East and America
- Excellent level of spoken and written English & Mandarin
- Enthusiastic and a “can-do” attitude
- Organized, detail-oriented and deadline-sensitive