Analytics Portfolio Resume Samples

4.8 (102 votes) for Analytics Portfolio Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the analytics portfolio job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
NH
N Hartmann
Nichole
Hartmann
933 Turcotte Islands
Chicago
IL
+1 (555) 338 3644
933 Turcotte Islands
Chicago
IL
Phone
p +1 (555) 338 3644
Experience Experience
Detroit, MI
Credit Portfolio Analytics
Detroit, MI
Sauer, Boehm and Raynor
Detroit, MI
Credit Portfolio Analytics
  • Develop and execute on credit portfolio risk monitoring activities which includes analytics and process enhancements
  • Analyze and measure credit and financial performance in the portfolio by various views (business lines, product, industry, geographic, etc.) to identify trends and drivers; draw/summarize conclusions and implications of analysis prepared
  • Create, enhance, and maintain reports on key risk metrics, concentrations, and stratifications of the loan portfolio
  • Work with colleagues to understand data source and process to gather data and streamline reporting
  • Collect, prepare, and provide clear and accurate information as requested by or for auditors and regulators, including addressing regulatory actions
  • Exceptionally high concern for quality and attention to detail with strong sense of ownership
  • Direct and/or drive day-to-day credit portfolio risk monitoring activities which include analytics and process enhancements
New York, NY
Am-portfolio Analytics Group
New York, NY
Harris-Dicki
New York, NY
Am-portfolio Analytics Group
  • Assisting the Performance Operations team with the review of performance outliers on a monthly basis
  • Assisting the Performance Operations team on projects related to data quality and production process improvements
  • Establishing routine communication on performance reporting improvements
  • Developing and documenting workflows and procedures across business and Operations teams
  • Providing Investors with accurate and timely investment performance data, along with key analytics
  • Helping to manage the reporting process and to resolve day-to-day performance issues
  • Ensuring proper booking of investment transactions to accounting systems across the various products for accurate performance calculations
present
Philadelphia, PA
AM Portfolio Analytics Group
Philadelphia, PA
O'Reilly, Fahey and Cronin
present
Philadelphia, PA
AM Portfolio Analytics Group
present
  • Working with the offshore project team to ensure that testing is being performed in a consistent manner
  • Create test scripts and perform testing
  • Work closely with key business stakeholders including Managed Solutions and Strategies (“MSS”), Business Management, Investment Risk, Technology, Legal, Risk and Compliance
  • Providing feedback on development to date
  • Working on PAG’s new strategic performance reporting project
  • Develop and maintain consistent reporting showing the value of investment product offerings, including performance, risk measures and attribution
  • Assisting with the writing of test scripts
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Duke University
Bachelor’s Degree in Finance
Skills Skills
  • Provide financial insights and analysis that will identify origination, delinquency and provision trends and inform revenue enhancement and loss mitigation decisions
  • Develop both risk and financial models to further enhance portfolio oversight through forecasting, stress testing scenarios aimed at improving the forward looking assessment of risk appetite
  • Analyze product P&L to optimize asset allocation based on risk appetite, while providing insightful recommendation to senior executives on portfolio outlook
  • Provide input, support and communication for the development of ad-hoc portfolio analyses, risk appetite measures, acquisition due diligences, audit and regulatory compliance reviews
  • Turn complex business concepts into specifics to solve problems and effectively communicate findings/results with business partners and management
  • Collaborate with cross-functional teams to identify opportunities areas and drive improvement in business and portfolio management strategy execution
  • Conduct market/industry research to understand competitive environment by business segment and incorporate macroeconomic statistics into portfolio trend and scenario analysis
  • Work closely with pricing actuaries, underwriters, and claims to provide business insight by linking pricing, underwriting, and claims activities to business implications
  • Strong quantitative and research skills
  • Demonstrated data interpretation and visualization capabilities
Create a Resume in Minutes

15 Analytics Portfolio resume templates

1

Manager Small Business Portfolio Analytics Resume Examples & Samples

  • Provide regular and timely communication on portfolio trends and insights to support senior management in strategic decision making
  • Conduct statistical analysis of existing policy parameters to determine their impact on portfolio performance and recommend changes to improve performance and overall Customer Experience
  • Assist in the development of Test & Learn/ Champion-Challenger strategies for new/pilot policies, in collaboration with business lines
  • Communicate root causes and undesirable trends affecting risk tolerance through segmentation analytics and early warning triggers
  • Lead ad-hoc analysis that provide actionable intelligence to improve portfolio understanding and identify opportunities to improve risk/reward tradeoff
  • Knowledge of credit risk management analytical techniques in Small business and/or retail credit
  • 3-5 years’ experience with statistical software packages such as SAS/Enterprise Miner/Knowledge Studio and programming in SQL or VBA
  • Ability to quickly turn around insightful data driven analytics in response to risk and portfolio performance issues as they arise
  • Experience with development of test & learn strategies utilizing credit risk scores
  • Ability to communicate effectively, both oral and written - presents and articulates views clearly
  • A minimum of 3-5 years with a reputable organization in the risk management field, with a proven track record of success in leading and implementing change in the financial services sector
2

Manager Collections & Portfolio Management Analytics Resume Examples & Samples

  • Provide in-depth analyses related to collections and portfolio management by
  • Extracting data from various source systems and data marts,
  • Using state-of-the-art analysis techniques
  • Providing recommendations to the Director, Analytics & Reporting
  • Presenting findings to stakeholders, as appropriate
  • Identifying opportunities to improve recoveries, processes and approaches and making recommendations to the Director, Analytics & Reporting
  • Monitor collections performance by
  • Reviewing collections and portfolio management reports (strategy and non strategy related) on a monthly basis, and raising concerns and opportunities to management
  • Identifying gaps in data and reports and recommending improvements to management
  • Develop, maintain and run insightful collections reports by
  • Producing and delivering existing reports in a timely manner
  • Investigating data issues as required and discussing issues and solutions with appropriate stakeholders (e.g., Enterprise Data Warehouse, Systems & Technology, National Collections Centre)
  • Inventing new and relevant metrics to better track collections performance
  • Execute on ad hoc requests in an accurate and timely fashion by
  • Providing value added insights and recommendations to the Director, Analytics & Reporting, and discussing results with clients where required
  • Proven ability to work independently and with other groups in a professional and productive manner
  • Excellent problem solving and decision-making skills
  • Efficient and flexible as work is conducted under tight deadlines and conflicting priorities
  • While performing analysis, able to recognize data problems/issues that could have a detrimental effect on the business
  • Strong presentation and interpersonal skills as there is extensive interaction with management within the department as well as with other Bank groups and vendors; the incumbent is expected to assist the Director, Analytics & Reporting to make presentations to senior management on results of analyses and related recommendations
  • Customer focus with strong results focus in order to effectively deliver on outside requests for information
3

Portfolio Strategies & Analytics Manager Resume Examples & Samples

  • Own the DM Interest Only Project; execute to Plan for success; deliver ad-hoc strategy changes depending on portfolio performance
  • Own, manage, and drive Risk strategies for CM and DM space that are within tolerance levels set by the role itself and by Independent Risk. Identify emerging risks that may impact these policies
  • Design Risk data delivery tools and MIS to be used by the Business and Risk Management
  • Present Risk trends, forecasts, and results to various Committees including Business Risk Credit Committee (BRCC), SBB Risk Committee, and CM Risk Committee
  • Lead and perform analytics that support risk policies and strategies
  • Work closely with key partners to support and advance their projects being developed
  • Support other projects within UCAR on behalf of the DM space
  • Manage and develop staff
  • Bachelor’s degree in Business or Finance. Masters degree preferred
  • Minimum of 10+ years experience in the Financial Services industry, with Credit/Underwriting/Portfolio management as a majority of the experience
  • Proven interpersonal skills including team or project management, running Committees, and communicating at all levels of the organization
  • Knowledge of the Commercial Bank, products, and operations
  • Understanding of Citibank systems - AFS, Credit Platform, Credit Engine, GRR, CIR, GCBC, Optima, Loan Path
  • Advanced proficiency in MS Office products
4

Analytics Ninja Portfolio Analytics Group Resume Examples & Samples

  • 3-5 years of experience in a highly analytical role in the field of finance or technology. Knowledge of and experience with analytical tools, databases, and related software
  • Relentless desire for understanding how processes work. Creativity in solving unconventional problems
  • Adaptability and resiliency when overcoming challenges
  • Excellent communication and presentation skills. Ability to collaborate with both technical and non-technical personnel
  • Technical aptitude: experience in Linux, SQL, and Java preferred but not required
  • Demonstrated success in project management with a diverse and demanding client base
5

Analytics Portfolio Markeitng Professional Resume Examples & Samples

  • Partnering across the marketing, Product Lifecycle Management (PLM) and sales ecosystem to continuously optimize execution and business results
  • Delivering unique/compelling point of views (POVs), strategic messaging and leadership proof points improving the portfolio's market position, competitive advantage and business results
  • Applying deep buyer behavior expertise to orchestrate and manage the delivery of an exceptional client engagement experience end-to-end encompassing buyer journey, content narrative and syndication design, translating marketing plans, segment priorities and messaging into effective content marketing practices that when implemented in campaigns generate & progress new sales opportunities
  • 1+ year’s working experience in big data, business intelligence, and data management areas preferred
6

Am-portfolio Analytics Group Resume Examples & Samples

  • Providing Investors with accurate and timely investment performance data, along with key analytics
  • Supporting Investor and client inquiries
  • Prioritizing requests and working with Operations team to correct data issues
  • Helping to manage the reporting process and to resolve day-to-day performance issues
  • Working with Technology to prioritize enhancements and defect fixes
  • Assisting the Performance Operations team on projects related to data quality and production process improvements
  • Assisting the Performance Operations team with the review of performance outliers on a monthly basis
  • 1-2 years of experience with investments, securities operations, trade processing, mainframe accounting systems
  • Interact and communicate effectively with front-office in a high pressure environment
  • Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and to execute their implementation
  • Solid analytical ability to research and analyze data
  • Knowledge of Sungard performance systems a plus
7

Manager, Portfolio Management & Analytics Resume Examples & Samples

  • Deliver insight and drive strategic agenda within Pricing and Portfolio Analytics to understand dynamics of product portfolio
  • Identify and influence product profitability drivers
  • Deliver exploratory data analysis ('data science') and enhance/refine existing analytics and MI frameworks
  • Develop a portfolio approach to the management of key products that will enable the portfolio to meet return on equity targets
  • Drive product composition, particularly through the development and delivery of pricing insights and analytics
  • Engagement and communication with senior stakeholders on home lending product and pricing strategy
  • Prepare and deliver Papers & presentations to a Senior Leadership audience to advise on Portfolio insights and impact
  • Solid experience in strategy and analytics
  • Ability to source data and transform
  • Ability to quickly forge strong relationships with multiple and multi-level stakeholders (internal and external)
  • Delivery of concurrent development initiatives & priorities
  • Disciplined planning, organisation and execution
  • Post Graduate ideally with technical specialisation
8

CCB Risk-portfolio Analytics Resume Examples & Samples

  • Candidate will need to work with minimal supervision/independently on quantitative analytical projects across various fraud functions
  • Develop and continue to enhance Key Performance Metrics/Risk Indicators across key Fraud areas to have best-in-class portfolio monitoring
  • Analyze portfolio transactions, customer behavior and fraud trends to
  • Minimum Masters Degree with preferred concentrations in a quantitative discipline such as Mathematics, Statistics, Economics, Engineering or Operations Research
  • Must have knowledge of SAS and SQL programming language including: Base SAS, SAS Macro language, SQL, etc
  • At least 3 years of experience in analytical role. Experience in risk management preferred
  • Prior experience in developing strategies based on segmentation preferred
  • Must have knowledge of standard data warehousing structures and retrieval techniques from relational databases including Oracle and DB2
  • Strong problem solving skills and track record for developing creative solutions
  • Strong organizational, project management and multi tasking skills with the ability to set expectations, manage to timelines and deliver results
9

Head of Portfolio Analytics Resume Examples & Samples

  • 10+ years’ experience in a professional analytic and reporting capacity in support of an Operational, Accounting, or Finance group, preferably in a financial services industry-related role
  • Bachelors in Business, Accounting, Economics, Math, a related field, or the equivalent work experience. Master’s degree in Finance, Economics, Advanced Mathematics or similar discipline are a plus, but not required
  • Ability to establish controls around financial data used in executive management information
  • Results oriented, deadline driven resource person who thrives in fast paced, dynamic environment
10

Manager, Portfolio Analytics Resume Examples & Samples

  • Compilation and review of content and timely completion of quarterly client and external marketing materials
  • Bachelor's degree in Finance, Accounting, Economics or related field required. Masters in Business Administration and/or Real Estate strongly preferred
  • Minimum of 8 years experience in a finance or accounting role; prior experience in fund reporting a plus; At least 4-6 years experience in the real estate investment industry preferred
  • Understanding of basic real estate terms and concepts such as net leases, gross leases, contract rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, property types
  • Understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return (IRR), present value/discounted cash flow, time weighted returns
  • Strong quantitative skills and demonstrated analytical ability, including knowledge of geometric and arithmetic performance attribution
  • Demonstrated skills in working effectively in teams at a high level of collaboration
  • Strong organizational, interpersonal and communication skills and the ability to convey complex data in an easy, concise and simple manner
  • Self-starter and intellectually curious
  • Computer proficiency with a strong working knowledge of the suite of Microsoft Office applications
  • Proficient in Excel, including pivot tables and advanced modeling capabilities
  • Prior experience with Tableau preferred
  • REIT/Tax knowledge is a plus
11

AM Portfolio Analytics Group Resume Examples & Samples

  • Working on PAG’s new strategic performance reporting project
  • Assisting with the writing of business requirements and preparing documentation for the various strategic projects that PAG will be working on
  • Attending daily scrum calls
  • Assisting with the writing of test scripts
  • Testing the stories as part of the various sprint cycles
  • Participating in UAT
  • Providing feedback on development to date
  • Logging defects in Jira based on the UAT and Sprint testing
  • Work with technology on resolving defects
  • Working with the offshore project team to ensure that testing is being performed in a consistent manner
  • Helping to reconcile return discrepancies between the new and old performance systems
  • Working on short-term, medium-term and longer-term strategic projects that are focused on improving the PAG’s service offering and data quality
12

Analytics Portfolio Rep Resume Examples & Samples

  • Analytics Platform is a part of Analytics Business Unit, with key technologies of Big Data, database, information integration, master data management, real time analytics, enterprise content management, business intelligence and predictive
  • The job role is to develop business for Analytics Platform and generate revenue to meet allocated target from key accounts in assigned region
  • Main responsibilities of this role are:- Identify Opportunities- Progress these opportunities- Close business and generate revenue for IBM
  • Work closely with business partners- Work closely with various teams in IBM- Ensure high customer satisfaction
13

Manager Portfolio Analytics Resume Examples & Samples

  • Be able and ready to respond to urgent inquiries with fully accurate, well-structured summaries of insights within very short periods of time
  • Deliver analytics solutions to stakeholders
  • Offer interpretation of analytical findings or recommend solutions relative to the strategic objectives
  • Decide analytic approach, then analyze or articulate analytics need and manage the process for the purposes of contributing to client experiences or internal stakeholder or team needs
  • Leverage advanced analytics techniques on large and disparate data sets for the purpose of delivering ad hoc analyses and insights
  • Scope and lead analytics projects of varying sizes from hypothesis through delivery
  • Partner across the organization to offer input or perspective on scalability or use of the model or analytic solution
  • Manage the preparation and packaging of monthly performance metrics and reports for various business constituents
  • Become the subject matter expert for all metrics and reports
14

AM Portfolio Analytics Group Resume Examples & Samples

  • Focus on global roll out of composites across GWM managed strategies and implementation of global composite tool
  • Analyze and interpret data, i.e. perform “What If” analysis and proof of concept for proposed criteria and new methodologies
  • Develop acceptable composite criteria which is aligned to GIPS standards where possible
  • Develop and maintain consistent reporting showing the value of investment product offerings, including performance, risk measures and attribution
  • Support the GWM PAG Governance process by organizing monthly and weekly meeting materials, tracking follow-ups and upcoming agenda items
  • Work closely with key business stakeholders including Managed Solutions and Strategies (“MSS”), Business Management, Investment Risk, Technology, Legal, Risk and Compliance
  • Prioritize requests and work with the various MSS teams to develop criteria for business needs
  • Work on short-term, medium-term and longer-term strategic initiatives that are focused on improving PAG’s processes and controls
  • Create test scripts and perform testing
  • Ad hoc data analysis and querying
15

Gdm-sbs-na Cards Product & Portfolio Analytics Resume Examples & Samples

  • Analytic Project Execution: Consistently deliver on multiple and complex projects aligned to business priorities independently. Develop/ own comprehensive end to end solutions to address business problems. Drive innovative analytical approaches across the broader team and conceptualize and execute solutions to ambiguous problems
  • Business Knowledge: Develop an understanding of the business. Understand and enhance business practices and processes
  • Communication: Communicate and present effectively to partners and senior leadership
16

BRS Portfolio Analytics Group Resume Examples & Samples

  • Responsible for developing and deploying analytic and reporting solutions to meet various financial regulatory requirements facing BlackRock and external clients
  • Develop a deep understanding of the local financial regulations that affect investment risk management in the EMEA region, which countries are impacted and what are the upcoming compliance timelines
  • Serve as the product liaison to internal groups across BlackRock (e.g. Portfolio Analytics, Client Analytics, Risk & Quantitative Analysis, and Portfolio Management Group) as well as external clients on regulatory and enterprise analytics and reporting topics
  • Develop subject matter expertise in and help expand our existing capabilities around liquidity, counterparty risk, and market surveillance tools
  • Leverage new technology to deliver tailored and innovative solutions
  • Know the competitive landscape and understand the important gaps between Aladdin’s capabilities and competitors
  • Work closely with the Financial Modeling Group and play an active role in coordination of analytics releases, including testing and validation of new models and analytics, developing deployment plans, creating documentation for the changes, and communicating and explaining new capabilities to the internal and external client base
  • Good understanding of financial concepts, products and markets
  • Strong quantitative skills are a must
  • A technical background and/or willingness to embrace technology
  • Problem-solving and organizational skills, including the ability to multitask
  • Excellent written and verbal communication skills, attention to detail
  • Ability to work and deliver results independently
17

Msfs Mumbai, Portfolio Analytics Manager Resume Examples & Samples

  • Experience in the financial markets. Hedge funds experience will be an advantage
  • Strong experience on VBA based macros
  • Proficient in analytical and problem solving ability
  • Strong Communications skills
  • Attention to detail and must constantly look for ways to improve operational efficiency
18

Portfolio Analytics Manager Resume Examples & Samples

  • Internal data collection/ tracking and portfolio analytics
  • Internal and industry portfolio analysis, including external benchmarking
  • Works with the Project Management Office and Competitive Intelligence team to support cross-NIBR prioritization
  • Works closely with Novartis groups internal and external to NIBR, to insure common understanding of the status of the portfolio through Proof of Concept (PoC)
  • Support maintenance of portfolio databases and tools
  • Strategic planning and ad hoc support for NIBR leadership
  • Bachelor degree is required, post-graduate degree preferred
  • Required experience in data analytics, preferred experience in portfolio tracking, planning and external benchmarking
  • Demonstrated superior attention to detail required, consistently delivers quality end-products
  • Understanding of drug discovery and development is strongly preferred
  • Excellent quantitative analytical skills required, demonstrated Excel and Spotfire modelling capabilities
  • Demonstrated track-record of excellent critical thinking abilities as well as a commitment to quality
  • Advanced Microsoft Office experience required, experience with building Spotfire databases preferred
  • Previous experience in portfolio management preferred
  • Knowledge of portfolio data curation and typical portfolio analyses preferred
19

Director Portfolio Analytics Resume Examples & Samples

  • Has the responsibility for the assessment of global BD&L opportunities from an internal Portfolio perspective for senior management
  • Responsibility to ensure the status and advancement of the global drug development pipeline is communicated and presented in line with global drug development leadership & investor relations to external stakeholders and investor/analysis community
  • Develop and deliver in-depth analysis and strategic insights into the drug pipeline/portfolio for senior management meetings (incl. ECN and Board of Director). 8. Acts as an expert with comprehensive portfolio knowledge, and establishes and applies state-of-the-art methodology for portfolio analytics
  • In-depth multi-/cross-functional team experience in project management
  • Previous work in consultancy, preferably in one of the major consultancy firms, or in finance (e.g. equity research, corporate finance, venture capital). Extensive work experience in international and multidisciplinary drug development teams might be considered equivalent
  • Deep understanding of the R&D business. Demonstrated in depth insights of the global competitive business environment
  • Strong cross-functional matrix leadership experience. Able to establish strong partnerships without formal authority
  • Advanced knowledge of assigned disease ar-ea/franchise (e.g. solid insights into the mechanisms of diseases and associated symptoms, scientific end-points)
  • Expert in handling complex financial and commercial figures with in-depth knowledge in forecasting and valuation methodologies
  • Sound understanding of drug development (eg. clinical development milestones, trial designs, timelines)
  • Excellent oral and written communication skills; along with strong planning and organization skills
  • Ability to work in a high matrix organization; strong team player
20

Analytics Portfolio Resume Examples & Samples

  • Analyse existing Business partner set, portfolio and Advise new and dormant business partners how to cooperate with IBM and areas where to cooperate
  • Combine IBM programs and supporting these programs by non IBM covered business partners focused on the whole Analytics portfolio
  • Find and build up the opportunities for IBM by non IBM Business partners and competitive business partners
  • Participate at Business partners events, representing IBM Analytics products and IBM business partners programs
  • Develop and run midterms and long terms programs for IBM new/ dormant business partners to generate new opportunities and leads
  • Support administrative tasks connected to business partners where appropriate
  • Lead Predictive and Business Intelligence (P&BI) strategy in different industries, responsible for driving analytics strategy, IBM revenue and market share growth Predictive & Business Intelligence products
  • Build C-level customer relationships with current and and new IBM clients with prospects, partnering with key market influencers and business partners
  • IT Sales background
  • Ability to work independently and in a team environment as well as learn and understand processes
  • Superior organizational, problem solving, and time management abilities
  • Passionate about providing solutions to challenging problem
  • Technical skills/IT knowledge and IT background
  • Advanced Analytics solutions and technologies (e.g. Cognos, SPSS)
  • Consultative value based approach to selling
  • Analytical databases, data warehousing, data marts, data integration
  • Big Data, Hadoop and Spark related technologies
  • Analytics Solutions like Performance Management, Predictive Maintenance, Predictive Quality and Predictive Customer Intelligence
  • Experience in similar positions are advantage
21

Solutions Portfolio Analytics Group Market Analytics Resume Examples & Samples

  • Work with financial modeling group (FMG) and Aladdin Product Management to analyze, create specifications for and test enhancements to performance measurement and attribution calculation and presentation capabilities
  • Work with client teams and business development to help deliver performance and attribution-related presentations and pitches to clients and prospects
  • Support portfolio analytics and client teams in the implementation of performance and attribution, particularly in guiding decisions around tailoring performance attribution to be meaningful to the investment process and coordinating between analytics team, development team and production operations to ensure successful delivery
  • Provide thought leadership to help drive the agenda for performance-related product development by maintaining a good understanding of demand from clients and prospects. Keep abreast of market trends and their implication for performance measurement
  • Provide performance measurement and attribution subject matter expertise as a senior point of escalation for client inquiries and production challenges
  • Author and maintain documentation of performance and attribution calculations and methodology
  • Coordinate the deployment of performance and attribution capabilities working in conjunction with a broad array of partners and stakeholders to ensure coverage for testing, communication and documentation
  • Provide oversight to the production support process to protect the integrity of the product by ensuring that critical issues are dealt with in a timely and appropriate manner
  • Drive innovation in the design of the production process by ensuring the quality control measures are designed to efficiently prevent material errors in performance and attribution results
  • Demonstrable work experience with a keen interest in performance measurement, performance attribution and portfolio management process. Backgrounds rooted in analytics, risk and performance are all of interest
  • Demonstrable subject matter expertise in performance measurement and performance attribution tools and techniques
  • Ability to present to clients and prospects and relate their business needs to the Aladdin toolset in both formal and informal settings
  • Familiarity with aspects of the broader investment lifecycle (e.g. operational processes) that impact performance measurement and risk production
  • Strong analytical skills, critical thinking, and problem solving abilities
  • Good communication skills (written and verbal), organizational skills, self-starter and ability to perform under pressure and tight deadlines
  • Ability to work well within a team structure in a fast-paced, hard-working environment
  • Familiarity with the software development lifecycle is a plus
  • Familiarity with programming/scripting, particularly SQL is a plus
22

Credit Card Portfolio Management & Analytics Resume Examples & Samples

  • Optimize insights from data mining and management information
  • Be an expert in multiple corporate data marts, with ability to access and combine data across platforms
  • Focal point on usage of the overall consumer relationship in portfolio management
  • Function as point person for understanding how to satisfy analytical needs of entire US Payments product team
  • Lead the design and development of portfolio management for the US Payments business, delivering annual goals for spread, yield, net income, and loan losses
  • Analyze large amount of complex data to identify issues and trends in the card portfolios, leading to enhanced credit policies and/or incremental business opportunities
  • Knowledge of Consumer Finance Portfolio Management methodology and strategy (preferably for consumer bankcards and/or small business credit cards)
  • Strong knowledge of Consumer Finance product life-cycle
  • Payment industry expertise, specifically consumer and small business credit cards
  • Knowledge of SAS, SQL and/or related Analytical Tools. Strong Excel / Graphical representation skills required
  • Prefer working knowledge of TSYS capabilities including TRIAD and ADM
  • Familiarity with creating analytics sourcing data from multiple corporate data bases, often with complex requirements for combining said data across platforms
  • High level of business acumen and P&L understanding
  • Ability to provide constructive input on both the revenue and loss lines
  • Cross-functional leadership abilities
  • 3 to 7 years in credit risk management with strong knowledge of consumer and small business credit cards
  • Prior experience developing highly effective relationship-based portfolio management policies in a large financial institution for consumer and/or small business credit cards, or related unsecured consumer finance products
  • Proven ability to manage third party vendors to deliver innovative solutions that deliver superior financial performance
  • Strong analytical skills and ability to use SAS/SQL/Portal tools to provide actionable information
23

Manager Portfolio Analytics Resume Examples & Samples

  • Support Retail Credit Risk reporting deliverables to ensure that all reporting is delivered on a timely basis with a high degree of accuracy; propose enhancements for 'best in class' monitoring dashboards
  • Analyze product P&L to optimize asset allocation based on risk appetite, while providing insightful recommendation to senior executives on portfolio outlook
  • Minimum 3-5 years of proven experience in a financial services role, with analytics experience in retail portfolios (Strong risk management knowledge preferred)
  • Strong analytical, problem solving and communication (written and verbal) skills, with an ability to convey complex technical issues; ability to easily adapt to rapidly changing business environments
  • Demonstrated ability to develop financial reporting, communication memos and presentations
24

Manager, Portfolio Analytics Resume Examples & Samples

  • Develop both risk and financial models to further enhance portfolio oversight through forecasting, stress testing scenarios aimed at improving the forward looking assessment of risk appetite
  • Provide input, support and communication for the development of ad-hoc portfolio analyses, risk appetite measures, acquisition due diligences, audit and regulatory compliance reviews
  • Ability to collaborate and develop strong relationships with colleagues at all levels of the organization
  • Proficient in SAS/SQL, Excel, Tableau, IBM Watson
25

Director, Gcsg Portfolio Analytics Resume Examples & Samples

  • Manage and develop a team of 3 managers/analysts to provide insights into GCSG business
  • Partner across Finance, Risk and Business to derive strategic insights and evaluate profitability
  • Provide thought leadership into key findings and actionable recommendations to influence business strategy
  • Develop product profitability analytics to support investment and strategic decisions
  • Support Senior Leadership on key strategic areas through data analytics
  • Ability to drive results through strong project management by balancing long term/short term impacts, multiple priorities, and a range of customers
  • Proven leadership capabilities with ability to lead and inspire
  • Established track record of strategic thought leadership and comfort working with unstructured problems
  • Ability to build relationships with cross-functional teams (Marketing, Risk Finance) by influencing decisions with sound logic and analytics
  • Highly motivated individual with desire to work on ambiguous projects. With the ability to break down complex ideas into understandable and actionable messages
  • MBA or similar professional degree required
  • SQL or SAS knowledge required
26

Group Lead-cmc Portfolio Analytics Resume Examples & Samples

  • Supervise two regular employees with the possibility of additional contractors,nterns/coops, rotations analysts
  • Hire, train, motivate and develop diverse talents with various background and expertise
  • Cultivate a collaborative, open, risk-taking and innovative group culture
  • Potentially function as part time Project Manager for 1-2 CMC projects
  • Support team members on other responsibilities in a matrix environment, e.g. Project Management team
27

Leader, Portfolio Analytics Resume Examples & Samples

  • Create, build, and manage various email marketing campaigns across all lines of business
  • Measure results, analyze, and optimize email marketing programs
  • Monitor templates across multiple email clients and devices to assure templates are always responsive
  • A/B test and share findings with key stakeholders
  • Monitor deliverability and automated data cleansing to maintain healthy database
  • Measure results and optimize the lead nurturing workflows for these segments to convert leads into customers
  • Ensure all email campaigns comply with current email best practice in the industry
  • Remain on the cutting edge of CAN-SPAM requirements and be ready to consult with internal clients regarding their importance
  • Interpret data/reporting and use analysis to apply changes that increase efficiency of programs
  • Maintain and monitor nurture programs -- optimizing all aspects for best results
  • Work independently with critical thinking to troubleshoot/fix automated campaign
28

Manager, Portfolio Analytics Resume Examples & Samples

  • Manage and supervise all Portfolio Analytics team associates and assure adherence to all Centrica company policy and procedural requirements
  • Directly responsible for the accuracy and timeliness of all Asset Management settlement and reporting activities
  • Represent the Asset Management organization to all internal and external clients including: Origination team, Regulatory team, Compliance team, Credit team, Legal team, Sales and Trade teams, Accounting team, Regional Transmission Operators (RTO)/Independent System Operators (ISO), Market Monitoring Units, NERC, FERC, EPA, State, Green-e, and local agencies, Generation Owners, and Fuel Suppliers
  • Develop and distribute casual analysis regarding Asset management RTO/ISO, fuel supplier, and counterparty settlement credits and charges
  • Create and maintain RTO/ISO accounts and user security privileges Customer Account Manager (CAM)
  • Develop and maintain Asset Management cost models and train Asset Management associates on accurate execution
  • Directly responsible for Asset Management capacity auction participation including strategy and execution
  • Assist with Asset management contract negotiation and development
  • Assist with Asset Management collateral, physical schedule, and credit support
  • Create efficient and streamlined Asset Management settlement and reporting processes and procedures
  • Lead special projects as requested by management
29

Portfolio Analytics Expert Resume Examples & Samples

  • Executing on equity related research and analysis projects, both independently and collaboratively. Potential topics include: alpha/factor research, performance analytics, and quantitative development
  • Analyzing, interpreting, and summarizing performance data and analysis results to identifyisolate key take-aways and make actionablerecommendations
  • Contribute to analytics infrastructure for PM Development team
  • Working on requests and studies for BAM Portfolio Managers across sectors and geographies
  • Periodic travel to regional offices may be required
  • 1-5 years of experience in equities
  • Preferably a finance degree
30

Senior Manager, Portfolio Analytics Resume Examples & Samples

  • Turning complex business concepts into specifics to solve problems and effectively communicating findings/results with business partners and management to successfully implement portfolio planning and optimization process
  • Collaborating with cross-functional teams to identify opportunities areas and drive improvement in business and portfolio management strategy execution
  • Conducting market/industry research to understand competitive environment by business segment and incorporate macroeconomic statistics into portfolio trend and scenario simulation
  • Working with pricing actuaries and claims to provide insights on claims' early activities and implications
  • Collaborating with actuaries in pricing, reserving, ERM and other areas to enable a consistent communication on underwriting performances and progresses towards Commercial strategic initiatives
31

Manager, Portfolio Analytics Resume Examples & Samples

  • Turn complex business concepts into specifics to solve problems and effectively communicate findings/results with business partners and management
  • Collaborate with cross-functional teams to identify opportunities areas and drive improvement in business and portfolio management strategy execution
  • Conduct market/industry research to understand competitive environment by business segment and incorporate macroeconomic statistics into portfolio trend and scenario analysis
  • Work closely with pricing actuaries, underwriters, and claims to provide business insight by linking pricing, underwriting, and claims activities to business implications
32

Manager of Portfolio Analytics Resume Examples & Samples

  • Calculation of NCREIF performance data property level returns (levered and unlevered) and portfolio level returns
  • Developing and managing financial forecasting models for the investments to project performance, carry scenario analysis, GAAP earnings and manage liquidity
  • Working with Asset Management on capital flow activity and associated timing
  • Reviewing Valuation assumption relative to disposition plans and costs to date with Asset Managers, Valuation group and external vendors
  • Submission of portfolio and property debt balances
  • Assist with ad-hoc requests pertaining to investment portfolio
  • Responsible for working with the Information Management System team focusing on the automation of portfolio reporting - including implementation of both Yardi and Voyanta from a finance perspective
  • Preparing of quarterly financial reports, for Senior Management and investors. Support portfolio management team in portfolio level reporting and forecasting
  • Calculation of debt covenant requirements on a quarterly basis
  • Quarterly Flash Report
  • Bachelor's degree in Finance, Accounting. Real Estate industry experience strongly preferred
  • Minimum of 8 years’ experience in a finance or accounting role; prior experience in reporting a plus; At least 4-6 years’ experience in the real estate investment industry preferred
  • Demonstrated ability to meet competing deadlines in a fast-paced environment and work well under time constraints
  • Proficient in MS Excel, including pivot tables and advanced modeling capabilities
  • Prior experience with reporting software preferred - Yardi and Voyanta a plus
33

Analytics Portfolio Manager Resume Examples & Samples

  • BA/BS
  • 6+ years of experience in strategic, operational, and/or strategic planning, capability management, portfolio management, project management, and financial analysis/modeling or a related field
  • Or any combination of education and experiences which would provide an equivalent background
  • Product management experience strongly preferred
  • Health care/managed care and consulting experience strongly preferred
34

Director, Portfolio Oversight & Analytics Resume Examples & Samples

  • Provides service excellence through leadership and counsel to the International Banking and customer relationship management teams, engaging in regular discussions improving the quality, effectiveness and efficiency of the retail credit process and supporting the countries in the management of retail portfolios and risk management decisions
  • Identify key issues
  • Provide guidance and insight to local recommendations and portfolio management
  • Coach as appropriate to improve the quality of campaigns, projects, policy, and risk process submissions
  • Contributes to growth initiatives by working in tandem with International Banking partners and Global Risk Management stakeholders to optimize profitability and minimize losses through the on-going review and development of new acquisitions, originations and portfolio management strategies. This initiative is aimed at driving profitable sales through all alternative delivery channels, across all products, while ensuring that processes, policies, procedures and scoring methodologies are appropriate and optimal in terms of risk return
  • Provides counsel to Shared Services, and Sales and Service for operational and reputational risk issues by being aware of the environments in which the Bank operates, and by exercising diligence in the observation of potential problems. Solicit stakeholder input including Compliance, Security and Investigation, and Audit as required, to act for resolution and/or mitigation
  • Provides strong leadership to motivate individual and team performance, meet objectives, and support staff development. Support employee performance through situational coaching of issues impacting the business, sharing knowledge/experience, and by providing challenging work with opportunities for staff to take/share responsibility for the delivery of key initiatives, to achieve business objectives/goals. Identify areas requiring development, provide support and monitor progress through-out the year
  • Fosters the development of a strong risk team in the sites, with counsel on developing key areas such as risk technology and analytics as well as promotion of first and second levels of succession
  • Develops credit risk governance and adequate portfolio oversight through the ongoing monitoring of key risk measures compliant with local regulatory requirements. This includes the assessment and deployment of effective controls over lending policies, centralized processes for fulfillment of credit, and collections management by ensuring
  • The necessary operational processes and controls are in place
  • Alignment towards GRM standards and global policies
  • The design of credit policies and procedures balance risk-reward for the retail portfolios
  • Counsel on opportunities to expand business where appropriate
  • Development and maintenance of extensive knowledge of local regulatory requirements
  • Exercises authority in the management and decision of retail credit affaires, in accordance with Local Retail Credit Committee governance, and delegated authority limits by Scotiabank Risk Group
  • Exercises authority in the management and decisions of retail credit affaires, in accordance with Local Retail Credit Committee governance, and delegated authority limits by Scotiabank Risk Group
  • Minimum 5+ years of progressive experience in credit risk capacity with comprehensive knowledge in portfolio management, credit risk policy and credit life cycle strategies (i.e. originations, account management, collections)
  • Ability to innovatively and prudently manage portfolio risks through the development of control systems that maximize profitability with an appropriate balance between growth and credit risk
  • Strong analytical and MIS background, including advanced SAS programming skills to extract, analyze and manage data from a diverse range of data sources to develop streamlined risk control systems and curate actionable insights for management purposes
  • Advanced level of MS Excel with the ability to conduct complex analyses using multiple advanced tools and develop and deliver executive level presentations, communicating complex trends and findings in business terms, clearly and articulately
  • Strong project management skills with the ability to prioritize a variety of competing initiatives on a concurrent or staggered basis
  • Experience providing leadership, effectively coaching a team and working in a dynamic, real time environment dealing
  • University degree in Business/Finance/Accounting. MBA or equivalent preferred
  • Fluent Spanish language skills, both verbal and written considered an asset
35

Custody Portfolio Analytics Development Lead-executive Director Resume Examples & Samples

  • Ability to drive good software engineering practices including configuration management
  • Ability to take leadership in proposing, researching and implementing creative technology solutions
  • Perform the lead technical role in designing and implementing practical, maintainable project solutions
  • Implement & Perform -- Implement designs following industry standards and industry best practices; maintain and support mission-critical applications as necessary
  • Analyze & Design -- Ensure business and requirements artifacts are created that effectively model the customer's requirements. Use tooling and best practices to create design models from requirements
  • Review -- Participate in and lead requirement, design and code reviews
  • Test & Deployment -- Work closely with other teams (e.g., QA, configuration management, end users) to release high quality software. Create testable requirements and write and execute unit tests
  • Quality/process improvement -- Participate in group improvement activities and initiatives to improve process and product quality in pursuit of excellence
  • Reporting -- Complete project documentation as required, including logging status, risk, progress, and effort on assigned work
  • People development – Mentor and train new team members
36

Credit Portfolio Analytics Resume Examples & Samples

  • Develop and execute on credit portfolio risk monitoring activities which includes analytics and process enhancements
  • Analyze and measure credit and financial performance in the portfolio by various views (business lines, product, industry, geographic, etc.) to identify trends and drivers; draw/summarize conclusions and implications of analysis prepared
  • Create, enhance, and maintain reports on key risk metrics, concentrations, and stratifications of the loan portfolio
  • Research independently or collaboratively and propose recommendations to the development of relevant credit monitoring reports with analytics given current data structure and anticipated future enhancements. Reports are to be streamlined and applicable based on the different users: business lines, senior executives, Board of Directors, regulators, auditors, etc
  • Document/research the various business needs on specific data elements and contribute to the enhancement of data quality initiative
  • Work with colleagues to understand data source and process to gather data and streamline reporting
  • Collect, prepare, and provide clear and accurate information as requested by or for auditors and regulators, including addressing regulatory actions
  • Minimum of 5 years of experience in banking, credit, and/or data analysis, and have general knowledge of loan products
  • Strong communication and interpersonal skills, including experience working with all levels of management across various departments
  • Exceptionally high concern for quality and attention to detail with strong sense of ownership
  • Strong project, process, and time management skills, including the ability to manage multiple tasks in a fast paced environment
  • Analytical and critical thinker with problem solving skills
  • Advanced spreadsheet, charts/graphs, and PowerPoint skills. Experience with Tableau a plus
37

Credit Portfolio Analytics Resume Examples & Samples

  • Direct and/or drive day-to-day credit portfolio risk monitoring activities which include analytics and process enhancements
  • Review and propose new and/or modification on key risk metrics, limits/concentrations, and stratifications of the loan portfolio; create reporting to track
  • Develop concise and relevant credit monitoring reports with analytics for business lines as well as for senior executives, Board of Directors, regulators, auditors, etc
  • Develop strong partnerships and communication with business unit leaders/division heads, which include providing insightful strategic input while building effective coordination of department objectives and processes
  • Coach, guide, and review work of other financial analysts and supervise projects assigned to the team
  • Minimum of 7 years of experience in banking, credit, and/or data analysis
  • Must have general knowledge of loan products, particularly commercial lending
  • Advanced spreadsheet skills. Experience with Tableau a plus
38

Portfolio Management Performance Analytics Resume Examples & Samples

  • Managing team to deliver requirements of the Portfolio Management teams in respect of all EMEA Real Estate strategies
  • Accurate financial modelling and analysis of real estate investment opportunities and approved investment strategies for development, refurbishment, leasing, operation or sale using Excel, Argus, and the company’s in-house fund model, generating the key performance indicators of risk and return and running sensitivities
  • Accurate fund modelling
  • Analysis and reporting on results and variances
  • Providing research data to support to the Fund’s strategies and key underwriting assumptions and testing these to optimize returns, i.e. asset plan, legal and tax structure
  • Generally assisting as required by the Portfolio Management Team in the preparation of Investment Committee papers, reports and presentations
  • Previous experience from Real Estate, Infrastructure or Private Equity
  • Experience with and good understanding of the investment process such as due diligence, transactions, cash flow modelling, investment deal structuring
  • Experience with real estate funds, performance analysis and benchmarking, including experience working on portfolio strategy
  • Advanced Excel and VBA is essential
  • Direct people management experience would be advantageous
  • Personal Characteristics: Results focused / driven / lateral thinker / good communicator / business acumen / enthusiastic / entrepreneurial / intellectually curious / able to work under own initiative with minimal supervision and working closely with others in the group
  • High standard of integrity / astute / motivated team player, flexible attitude, collaborative
  • An ability to relate well to other people at all levels, internally and externally
  • Degree such as Finance, Business Administration, Engineering, Real Estate or equivalent preferred
  • Fluent in English (both orally and in writing)
  • Driving license and a willingness to travel
39

Analytics Portfolio Manager M/f/x Enabler Resume Examples & Samples

  • You have a Master’s degree in business, engineering, finance or another related domain
  • You have at least 8 years of relevant experience
  • You have the required maturity to influence and communicate with senior management and executive levels
  • You master the English and Dutch or French languages
  • Experience working in complex organisations and in the financial industry is a plus
  • You have good social skills with a strong business orientation
  • You have strong communication skills (oral & written)
  • You are a great teammate and actively contribute to the team spirit
  • You have a can-do attitude, and are always willing to find solutions and new ways to improve
  • You adapt well to change and you will take up the role as a change agent with enthusiasm
  • You are accurate and have a structured and well-organised approach
40

Portfolio Analytics Manager Resume Examples & Samples

  • Maintain and develop existing databases, tables, and tools used by Analytics and ensure that all databases, templates, and documentation are up to date with the changes in business logic
  • Develop an automated claims reporting process and self-service distribution for routine daily, weekly, and monthly reporting using T-SQL and SSRS
  • Develop reporting to strengthen analysis of GSE claims to better ascertain the highest areas of risk
  • Assist with real-time (ad-hoc) reporting requests in order to support the changing needs of the business
  • Validate data coming from other departments and work with those departments to resolve any discrepancies
  • 3+ years of experience in a performance analytics role within the mortgage industry, including experience with reporting, loan and securitization performance
  • 2+ years of management or supervisory experience
  • Advanced skills in T-SQL and SSRS
  • Current, working knowledge of the Microsoft Office suite, including: Word, Excel, Access and PowerPoint, Expert skills in MS Excel, including the ability to utilize the following functions: V-Lookup, H-Lookup, Concatenating formulas, Conditional formatting, and Pivot Tables is preferred
  • High School Diploma or equivalent, Bachelor's Degree in Technology, Finance, Business, or related field preferred
  • Familiarity with reporting, remittance, and reconciliation of mortgage pools and advance financing facilities is preferred
  • Exposure to GSE claims processing and reporting is preferred
41

Msfs Mumbai, Portfolio Analytics Resume Examples & Samples

  • Proficient in data analysis, statistics, analytical and problem solving ability
  • Experience in the financial markets. Hedge funds, quantitative strategies or delta one structuring experience will be an advantage
  • Strong experience on R, matlab, python and excel/VBA
  • Financial engineering background will be an advantage
  • Strong understanding of financial securities and derivatives finance
  • Ability to take ownership of assigned task and drive it independently
  • MBA/BE/BTech from tier-1 or Masters in Finance/Statistics
  • 8 to 12 years of relevant experience
42

Head of Portfolio Analytics Resume Examples & Samples

  • Lead SVB’s transition to Expected Loss (PD/LGD) and CECL ALLL reserve methodologies
  • In preparation for CCAR, coordinate the evolution of SVB’s stress testing, economic capital and risk modeling procedures in collaboration with internal partners and consultation with Auditors, loan Examiners and other constituents
  • Manage quantitative analytic models and applications in collaboration with Enterprise Risk in support of the firm’s risk management. Build and enhance various analytic models including sensitivity analysis, stress testing, value-at-risk, scenario testing, and Monte Carlo simulations. Recommend and implement industry best practices for portfolio analytics
  • Expand loan modeling, PD correlation analysis, high-risk cohort identification and product development capabilities within Credit Administration. Provide quantitative support for credit origination and management practices, including the creation of product dashboards, application of risk migration and loss correlation analysis
  • Refine and create Board of Directors reporting to incorporate key performance and risk metrics to ensure that critical decisions on risk appetite, house limit structure and deal parameters are well informed
  • Hire and manage a team of analysts to facilitate timely completion of ALLL reserve business process. Intra-quarter responsibilities for the team to include support for expanded portfolio analytics, credit reporting and loan product management initiatives