Credit Portfolio Manager Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the credit portfolio manager 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

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.

Create a Resume in Minutes

L Bogan

Loyce

Bogan

828 Ferry Crossing

Los Angeles

+1 (555) 875 5507

828 Ferry Crossing

Los Angeles

Phone

p +1 (555) 875 5507

Experience Experience

San Francisco, CA

Credit Portfolio Manager

San Francisco, CA

Towne-Weimann

San Francisco, CA

Credit Portfolio Manager

Manage a team of individuals including; providing work direction, performance management development and training to direct reports
Responsible for working with global/regional team and develop new score/segmentation models
Provide increased transparency of the portfolio at a granular level to manage and assess expected loss, risk capital, RAROC and economic value creation
Develop and communicate portfolio level credit views, identify emerging portfolio and market trends, provide perspective on anticipated portfolio performance and recommend proactive risk mitigants
Develop, enhance and implement portfolio centric concentration policies, focusing on tall tree risk in its various forms, whether by industry, portfolio, single name, product type, property type, geography, structure, maturity, etc
Supports Relationship Managers in business development through financial/credit analysis of prospects and clients
Manage and develop relationships with distribution channels, and find opportunities for balanced growth of portfolio

Chicago, IL

Credit & Portfolio Manager / Girm Firm

Chicago, IL

Cremin, Bechtelar and Brekke

Chicago, IL

Credit & Portfolio Manager / Girm Firm

Team work
Special projects and presentations to Senior Managers
IntraCiti administration and exposure monitoring
Cross Border Risk exposure and limits monitoring
Knowledge of risk infrastructure, including key credit processes and data flows to identify risks effectively and suggest controls
Proficiency in data mining tools to prepare reports to monitor the portfolio
High proficiency in English and Spanish

present

Dallas, TX

Gcg-senior Credit & Portfolio Manager

Dallas, TX

Mertz and Sons

present

Dallas, TX

Gcg-senior Credit & Portfolio Manager

present

Product coverage includes all MSBF (including currency trading products) and insurance premium finance
Assist in managing policy / program for Margin and Securities Backed Finance (MSBF) and Insurance Premium Financing (IPF) portfolio that establish the framework for product risk management. This includes contributing to discussion on key policy changes, senior credit reviews and leading annual program review and approval process
Policy / program related guidance to key stakeholders from business, secured lending approval unit, operations, legal, compliance and collections
Provide support to business partners on development of new structures and products from risk management perspective
Monitoring portfolio MIS to review key portfolio metrics with respect to collateral mix, portfolio performance and risk tolerance limits
Manage key regulatory reporting processes associated with BASEL, Monetary Authority of Singapore (MAS) and CCAR with respect to ensuring accuracy and timeliness of submission
Assistance in ensuring accuracy, operations / systems adequacy and compliance to policy for Mark to Market and Margin Call processes

Education Education

Bachelor’s Degree in Understanding

University of California, Berkeley

Bachelor’s Degree in Understanding

Skills Skills

Strong knowledge in MS Excel, PowerPoint and data mining tools (Access, SQL, SAS, Tableau, BO, etc.)
Knowledge of the banking industry – custody knowledge highly beneficial
Highly detail oriented
Basic investment industry knowledge
Strong ability to manage relationships and maintain independence
A proven ability to advance data analytics beyond spreadsheet tools
Excellent skills in MS Office applications
Excellent communication skills in English (oral and written)
Knowledge of RBC Framework, cash flow matching and Malaysia insurance regulation is an advantage
Strong credit decision-making skills, especially within stressful situations and dealing with complex issues involving competing interests

Create a Resume in Minutes

14 Credit Portfolio Manager resume templates

Read our complete resume writing guides

Credit Portfolio Manager Resume Examples & Samples

Basic investment industry knowledge
2 -5 years banking/financial analysis experience
Bachelor’s degree with finance and or accounting course work preferred
Credit training preferred

Portfolio Solutions Group Credit Portfolio Manager Resume Examples & Samples

Construct, maintain and monitor credit exposure in active USD fixed income portfolios
Contribute to alpha and idea generation through security selection and sector rotation
Raise orders to implement and maintain credit positions. Work with Trading to monitor execution
Ensure that portfolios are within risk tolerances and constraints. Comply with client/fund guidelines and restrictions
Enhance portfolio management processes. Contribute to development and implementation of portfolio construction and reporting tools
Learn and keep current in credit and general fixed income markets. Participate in market and alpha generation discussions. Assist in market research efforts
Deliver performance attribution and reporting
BA/BS required. Progress toward CFA a plus
Minimum 3 years of experience and knowledge of corporate bond markets strongly desired
Fixed income and general finance knowledge, including an understanding of bond math and risk
Ability to learn fixed income markets, including complexities of different issue types, liquidity, and trading
Ability to grasp quantitative concepts of risk and exposure, and their application to portfolio management
Technical skills including advanced Excel and Aladdin. SQL and programming experience a strong plus
Ability to adapt quickly to changing market environments and perform under tight time constraints
Strong problem solving skills and diligent attention to detail

Credit Portfolio Manager Resume Examples & Samples

Supports Relationship Managers through financial/credit analysis
Researches and analyzes pertinent financial statements. Evaluates a borrower’s stability, aptitude of management, and creditworthiness. Prepares and presents written credit memoranda for credit approval
Coordinates preparation and execution of legal documentation and provides periodic updates of client credit quality to Credit Policy
Collects all necessary client prepared information and completes client financial
2 - 5 years in financial analysis

Credit Portfolio Manager Resume Examples & Samples

Bachelor’s degree in mathematics, finance, economics or related field
A minimum of 15 years of experience in bank lending, loan review or quantitative financial analysis, with at least 5 - 7 years of experience in commercial credit
Experience gained by working in a regional or super-regional banking environment
Strong credit decision-making skills, especially within stressful situations and dealing with complex issues involving competing interests
Outstanding knowledge of credit risk-related bank regulations, processes and requirements, plus a strong familiarity with other bank regulatory requirements
Broad financial expertise with knowledge of financial and economic fundamentals, as well as with business policies, products, processes, systems and roles
Strong leadership skills, with the proven ability to effectively lead and develop a team. Experience providing sound guidance to others and positively influencing organizational culture; a strong “people leader”
Outstanding communication skills, both oral and written, and the ability to communicate clearly at all levels of the organization
Strong ability to manage relationships and maintain independence
A proven ability to advance data analytics beyond spreadsheet tools
Public company experience is desired
Hire, manage and develop staff
Provide collaborative thought leadership toward shaping the future for TCF
Manage a team of individuals including; providing work direction, performance management development and training to direct reports

Credit Portfolio Manager Resume Examples & Samples

Provide coverage of the assigned portfolio(s) and work closely with the applicable leadership team(s) of the portfolio(s) and other support units
Develop a knowledgeable, bottoms-up perspective about the relationships and products in the portfolio
Work collaboratively with the applicable Applied Market Research teams and contribute perspective for anticipated drivers of supply and demand, valuation trends and capital flows
Provide a top-down market-based view of the assigned portfolio(s), utilizing various traditional, quantitative and market credit risk measures where applicable
Provide increased transparency of the portfolio at a granular level to manage and assess expected loss, risk capital, RAROC and economic value creation
Develop and communicate portfolio level credit views, identify emerging portfolio and market trends, provide perspective on anticipated portfolio performance and recommend proactive risk mitigants
Develop, enhance and implement portfolio centric concentration policies, focusing on tall tree risk in its various forms, whether by industry, portfolio, single name, product type, property type, geography, structure, maturity, etc
Support portfolio loss forecasting and analyze the impact of proposed portfolio shaping on the risk/return characteristics of the portfolio
Collaborate with the Quantitative Risk Analytics group to conduct/utilize performance stress tests and scenario analysis to measure and communicate the impact of changing macro and micro variables on the loan portfolio
Demonstrated ability to set priorities, organize workflow and manage multiple tasks concurrently; strong ability to act resourcefully, conduct fact-finding research and work well under pressure and deadlines
Demonstrated excellent communications skills
Proficiency with MS OFFICE (Word, Excel, Access, and PowerPoint) with advanced Excel skills
Experience with Bloomberg software or exposure to other financial information management systems and/or platforms
Ability and willingness to take initiative, assume accountability and drive for results. Must be able to exercise good judgment, employ reasoning skills, exert positive influence and work independently
High level of comfort and interactivity with business segment senior executives, capital markets, sales and trading professionals

Credit & Portfolio Manager / Girm Firm Resume Examples & Samples

Scenario Plan
Cross Border Risk exposure and limits monitoring
IntraCiti administration and exposure monitoring
Local credit bulletins design and implementation
Coordination with FCR, IA and local regulators (CNBV) for reviews, quarterly monitorings, information requests, etc
Monitoring of portfolio: CSOL approvals, monthly OLE reporting, Third Pry Credit Risk
Monitoring of specific products: TTS and derivative portfolios
Special projects and presentations to Senior Managers
Participation in Credit Round Tables
Data integrity maintenance - risk ratings, collateral, etc
Knowledge of risk disciplines and ICG Credit Risk Policies and Procedures to provide support in the design, implementation and monitoring of local policies, processes and controls
Excellent analytical skills to assess the different reports and provide insight of trends, challenge results and escalate when necessary to higher levels of the organization
Knowledge of risk infrastructure, including key credit processes and data flows to identify risks effectively and suggest controls
Proficiency in data mining tools to prepare reports to monitor the portfolio
Demonstrated negotiation and leadership skills to coordinate projects among the different participants from LARA, the ICG Relationship Managers, TTS, Product Teams, Legal, Compliance, FCR, IA, etc
Excellent verbal, written communication and presentation skills to effectively present to audiences of various constituencies complex material
High proficiency in English and Spanish

Senior Credit Portfolio Manager Resume Examples & Samples

Facilitates Wealth Management Group loan originations by working with FWA and PCAs in the pre-screening, structuring, development and refinement of credit solutions and Credit Request loan proposals (CR) to meet the needs of customers/prospects while conforming to bank and regulatory requirements. Provides input regarding loan product pricing and features
Makes joint client/prospect calls with the assigned offices, FWA and PCAs as needed
Analyzes prospective loan transactions and credit worthiness of borrowers. Responsible for analyzing pertinent financial/credit data and conducting all due diligence on new custom credit requests for the purposes of making approval or decline recommendations to appropriate Credit Approval personnel
Maintains a strong knowledge of loan policy and procedures. Reinforces adherence to bank underwriting policies and procedures, and growth, quality and profit objectives through the loan approval process
Reviews and negotiates loan documentation on custom credits
Exhibits independent judgement, ensures balanced loan presentations, responsible for ongoing account monitoring, proactive in problem detection/resolution, maintains balance between growth objectives and credit quality
Understands customized lending consumer disclosure process and ensures continuous adherence to established practices and ongoing compliance with changes in regulations. Keeps updated on all regulatory guidance/changes, and insures that Bank of The West’s customized lending approach meets regulations for Fair Lending, Reg Z, Qualified Mortgage/Ability to Repay guidelines
Ensures quality control and risk management of assigned credit relationships. Identifies, classifies and monitors problems or potential problem loans in compliance with the internal credit review policy. Validates loan risk ratings to ensure maintenance of a quality loan portfolio
Directly tracks and monitors receipt of financial reporting and covenant compliance certificates. Ensures timely renewal and/or review of the custom credit portfolio and takes appropriate timely action on covenant violations, downgrades or modifications
Interacts with WMCS, Credit & Counterparty Risk, Legal, Compliance and other Bank personnel regarding issues of credit quality, appropriate compensation for risk, as well as new business and related trends
Assists in identifying and managing troubled assets and potential troubled assets in assigned area. Develops strategies, along with FWA and PCAs, for delinquent accounts within the purview of the WMG, including negotiating payment schedules, obtaining proper pre-approval if required
May act as specialist for the Bank in specific industry or loan program. Keeps current on all economic and other issues impacting industry
May conduct training classes on new or updated procedures, and will generally help FWA and PCAs understand loan products, policies and processes, how to spot opportunities, and how to set and manage appropriate client expectations
Performs other duties as assigned or requested
Bachelor's degree in business or related subject
Master's degree in business or related subject, preferred
Minimum ten years as a credit portfolio manager/underwriter
Minimum of five years private banking experience with an emphasis on the provision of credit
Formal credit training from a major commercial bank or equivalent experience required
Thorough knowledge of all activities associated with private banking/wealth management, including products and service needs of high net worth individuals, and the associated regulatory/legal issues
Thorough understanding of both private and public business ownership and organizational structures
Thorough knowledge of consumer and commercial lending policies, procedures, practices and documentation including accounting, financial statement and cash flow analysis
Demonstrated experience in loan portfolio management and quality control
Geographic market knowledge preferable
Strong credit fundamentals and lending experience
Analytical skills and research abilities
Coordinate and manage meetings
Ability to work well independently and in teams and interact effectively with all levels of Bank personnel and outside contacts
Ability to assume responsibility and accountability for decision making
Excellent verbal, written and interpersonal communications skills
Personal computer skills

Credit Portfolio Manager Resume Examples & Samples

Supports Commercial Bankers through financial/credit analysis and industry research
Researches and analyzes pertinent financial statements. Evaluates a company's stability, aptitude of management, and creditworthiness. Prepares and presents written credit memoranda for credit approval at credit committee
Coordinates preparation and execution of legal documentation and provides periodic updates of client credit quality to Credit Committee
Collects all necessary client-prepared information and accesses publicly available information in order to analyze client financial statement spreadsheets and develop projections of client's financial condition
On an on-going basis, monitors client loan portfolios to ensure that loan quality adheres to guidelines
Travels to client locations as required
Participate in ongoing product training in preparation for eventual transition to banker role

Credit Portfolio Manager Resume Examples & Samples

Supports Relationship Managers in business development through financial/credit analysis of prospects and clients
Collects all necessary client prepared information and completes client financial statement spreadsheets and projections of client’s financial condition
Meets directly with clients to discuss financial condition as required. May include travel

Gcg-senior Credit & Portfolio Manager Resume Examples & Samples

Product coverage includes all MSBF (including currency trading products) and insurance premium finance
Assist in managing policy / program for Margin and Securities Backed Finance (MSBF) and Insurance Premium Financing (IPF) portfolio that establish the framework for product risk management. This includes contributing to discussion on key policy changes, senior credit reviews and leading annual program review and approval process
Credit underwriting for approval and recommendation to credit seniors for large ticket customer facilities based on an assessment of counter party risk, collateral quality, portfolio diversification, KYC and suitability
Policy / program related guidance to key stakeholders from business, secured lending approval unit, operations, legal, compliance and collections
Provide support to business partners on development of new structures and products from risk management perspective
Facilitate collateral approval based on risks associated with credit quality, volatility and liquidity in line with the requirements of One Citi MSBF policies
Monitoring portfolio MIS to review key portfolio metrics with respect to collateral mix, portfolio performance and risk tolerance limits
Ensure timely escalation of breaches to appropriate levels and implementation of corrective action
Analytical skill and ability to interpret MIS and continuously upgrade on the same as per risk management need
Manage key regulatory reporting processes associated with BASEL, Monetary Authority of Singapore (MAS) and CCAR with respect to ensuring accuracy and timeliness of submission
Assistance in ensuring accuracy, operations / systems adequacy and compliance to policy for Mark to Market and Margin Call processes
Portfolio stress testing as a part of CCAR, ICAAP and internal requirements to manage tail risks
Contribute to FRD / UAT / Production cutover testing stages for system cutovers impacting Investment Secured Lending product
Expected to contribute to enhancement of knowledge and expertise of other team members by participating in training and development initiatives
Assist and co-work along with other risk team members in common work streams including CCAR, other stress testing, credit bureau related activities
The position reports to Investment Lending Risk Manager in the Singapore Risk Management team
Ideal candidate will have a degree holder with at least 8-10 years of work experience
Knowledge of investment products, trading products, wealth management, systems and key processes would be desirable
Good Analytical skills are mandatory, programming knowledge will be helpful
Prior work experience in Operations, Risk Management, Analytics and wealth management will be an added value
Good communication skill (verbal & written) and able to interact well with business and risk management seniors
Strong team player with good relationship management skills

Credit Portfolio Manager Resume Examples & Samples

Knowledge of finance and accounting usually acquired through formal education or experience is required to analyze and evaluate financial statements
Analytical and communication skills are required to determine credit risk and to prepare credit presentations
Personal computer skills are required to prepare financial spreadsheets
1-3 years in financial analysis

Credit Portfolio Manager Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance, Economics, or Mathematics or equivalent combination of education and experience
Comprehensive banking industry knowledge including loan underwriting and balance sheet dynamics (capital, liquidity and interest rate risk)
This person should have a minimum of 5 years of experience working in financial institutions, consulting on credit risk projects in banks above $5B in assets, or with a financial regulatory agency
This person will have a strong knowledge of credit risk solutions, credit risk terminology and the use of econometric models (PD, LGD, EAD) and experience with ALLL (Allowance for Loan and Lease Loss) accounting
Good communication skills in describing how a credit risk management system will address a bank’s credit portfolio management, stress testing and credit risk model validation. These skills should cover writing and presentation capabilities
A self-starter who can work on multiple projects and convey the time required to others
Team leadership and management skills a plus
Direct experience working with clients and reviewing client financials and their work processes
This person should be willing to travel across the country and based on project work, be available for travel 50% of the time
Professional certification a plus (RMA, CFP, CFA, FRM)
Knowledge of CCAR/DFAST requirements and Basel III capital and liquidity
Has managed credit activities: spreading, risk rating, loan review, portfolio management, product creation or selection, relationship management
Treasury knowledge a plus
Preparation of ALLL reporting and management report a plus
Strong knowledge in MS Excel, PowerPoint and data mining tools (Access, SQL, SAS, Tableau, BO, etc.)

Credit Portfolio Manager Resume Examples & Samples

Model Management as per Global policy requirement
Deliver comprehensive model documentation
Responsible for working with global/regional team and develop new score/segmentation models
Work with regional and global risk for CCAR stress loss model development
Responsible for Mid cycle and Annual CCAR model run for Cards and Unsecure Loans Portfolio
Validate/recalibrate models annually to incorporate latest data
Work closely with cross functional teams, including country/region’s business stakeholders, model validation and governance teams, and model implementation team
Advanced Degree (Masters required) in Statistics, Applied Mathematics, Operations Research, Economics, or other highly quantitative discipline
8-10+ years’ experience in performing quantitative analysis, model documentation, and segmentation analysis
Experience with dynamics of unsecured products
Active role in performing some analytical components of an econometric modeling-driven stress loss process (data collection, data integrity QA/QC/reconcilements, pre-processing, segmentation, variable transformation, variable selection, econometric model estimation, sensitivity testing, back testing, out-of-time testing, model documentation, & model production implementation)
Exposure to project management of model development initiatives and prepare technical responses/presentations to internal model review functions and/or external regulators (e.g., FRB, OCC, FDIC) and internal audit functions
Able to communicate technical information verbally and in writing to both technical and non-technical audiences
Proficiency in SAS/SQL/Oracle/Unix/Microsoft Word, Excel and PowerPoint

Credit Portfolio Manager Resume Examples & Samples

Proactive portfolio management of the residential mortgage and credit cards portfolio
Develop, monitor and review framework of credit risk portfolio analytics that enable credit optimisation and in depth understanding of the risks in the portfolio
Forecasting and tracking of risk related financial targets for the business
Driving continuous improvements within credit risk processes, approvals & functions
Work closely with centralised risk management group to foster a collaborative ongoing partnership
Manage and develop relationships with distribution channels, and find opportunities for balanced growth of portfolio

European Credit Portfolio Manager VP Resume Examples & Samples

Manage all aspects of European Fixed Income investment strategies
Perform daily portfolio management tasks; liquidity management, portfolio re-balancing, risk and performance management
Use market experience and knowledge to contribute to alpha generation across portfolios with focus on non-financial credit and process development
Provide analytical and qualitative support to portfolio construction for European Select Fund and valuation tools for FI/EQ cross market
Strong knowledge of capital markets and global corporate balance sheet
Deep experience in non financial credit
Some experience in equity verus bond capital structure trades
Highly computer literate, with strong Excel skills
Bachelor's degree in finance, economics, or related field. Graduate degree or CFA desirable
Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment
Excellent verbal and written communication, teamwork, and relationship-building skills
Well organised, disciplined approach to work with good project management skills

Senior Credit Portfolio Manager Resume Examples & Samples

Able to add value directly to client and coverage in articulating Regions’ underwriting methods, processes and risk appetite for specific debt products
Works with coverage banker to develop client strategy focusing on existing and potential credit exposure. Assists coverage banker in optimizing relationship through cross sell activities of debt products
Leads the credit process on identified debt product opportunities. Ultimately accountable for structuring, underwriting, closing and management of new and existing debt products for clients
Serves as the primary contact with Credit Risk
Oversees ongoing monitoring of existing portfolio by being accountable for periodic assessments and other servicing requirements
Ability to coach others
Proven leader with ability to make sound judgments

Senior International Credit Portfolio Manager Resume Examples & Samples

International awareness and interest
Comfortable with legal and regulatory issues
PC literate – Excel/Word
Commercial banking experience
Strong demonstrated analytical skills

Senior Credit Portfolio Manager Resume Examples & Samples

Knowledge of finance and accounting
Analytical and communications skills
Highly detail oriented
10+ years commercial banking experience
Custody knowledge and familiarity with collective investment schemes and foreign exchange

Credit Portfolio Manager Resume Examples & Samples

Perform the analysis and selection of fixed income securities for Life and General Insurance and Takaful portfolios in order to outperform the benchmark(s)
Analyse the creditworthiness of individual securities considering the economic prospects of the issuer, its cash flow generating ability and liquidity needs as well as other relevant factors in order to determine the suitability of potential new additions or existing holdings in the portfolio
Exercise diligence, independence and thoroughness in analysing investments and taking investment actions in the best interest of the portfolio principals in order to outperform the benchmark, including the timing of investments and divestments
Support the implementation of Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) positioning, on the Fixed Income side
Execute the trading activity, following the internal policies and procedures
Provide regular reports and commentary on the investment activity
Assist in the preparation of the material for the Local ALMICs and Boards
Support the further development of the Life products
Participate in the product design by providing market intelligence
University or higher degree (preferably Finance or Economics
PPKM/PKMC License
CFA Charterholder or Candidate is an advantage
Experience of at least five years (5+) in credit (PDS)portfolio management in insurance companies, asset managers or banks
Experience in credit reseach is an advantage
Experience in Islamic Finance and Investments is a strong advantage
Thorough understanding of the fixed income portfolio management activity
Up to date knowledge of financial markets and instruments, especially fixed income
Knowledge of financial statements analysis
Knowledge of fundamental analysis of companies and the economic sectors in which they act and develop their activity
Knowledge of methodologies for credit rating assessment, and investment recommendations
Understanding of ALM-driven investing
Knowledge of RBC Framework, cash flow matching and Malaysia insurance regulation is an advantage
Excellent communication skills in English (oral and written)
Advanced communication skills in Bahasa (oral and written) an advantage
Excellent skills in MS Office applications
Experience using Bloomberg an advantage

Fixed Income Credit Portfolio Manager, VP Resume Examples & Samples

Maintain general sector allocations and consistency with the group’s portfolio strategy. Invest daily client subscriptions and ensure redemptions are dealt with in an efficient manner
Propose and manage trade orders by working closely with Fundamental Global Credit portfolio managers and trading desk
Maintain overall portfolio compliance and organize the resolution of issues with the appropriate individuals
Work closely with the team’s product specialists to support smooth on-boarding process and account activation for all new mandates and generating reports and analysis for client queries
Monitor orders throughout the day and the resolution of any data/compliance issues
Establish strong business relationships with numerous internal teams (BRS, GPAS, Operations, Compliance, Onboarding, Trading, RQA, etc.)
Experience of portfolio management against Global Credit benchmarks
Previous portfolio construction experience
Working knowledge of the financial markets, with familiarity in fixed income products and investing
Knowledge of Aladdin tools, particularly Portfolio Construction, RACE, Tableau, Portfolio Monitor, PRISM and Aladdin Dashboard preferable
Excellent quantitative skills; proficient with Microsoft Excel, Bloomberg experience a plus
Strong process-oriented background including introduction of controls & procedures. Able to demonstrate keen awareness of Operational risk issues
Experience in training and managing junior personnel
High quality BA / BS in Finance, Economics, CFA or similar field with relevant experience preferable
Proficient in programming language (VBA/MATLAB/Python) preferable
Successful experience working both independently and as part of a team in a fast-paced, entrepreneurial environment; drive to succeed
Demonstrated planning and organization skills and the proven ability to work efficiently under pressure. Ability to work with challenging situations in a mature manner
Strong analytical, organizational and project management skills
Sound judgment, professionalism and discretion

Credit Portfolio Manager Resume Examples & Samples

Master’s degree (or equivalent experience)
Ten or more years commercial or corporate banking experience
Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
Leveraged Lending and/ or Sponsor Finance experience is strongly preferred
Extensive knowledge of credit products and strong relationship management and business development abilities, in order to capitalize on all opportunities to cross-sell the bank’s products
Well-developed written communication and verbal presentation skills

Fixed Income IG Credit Portfolio Manager Resume Examples & Samples

Construct and manage IG Credit Index and ETF portfolios with daily flows, guidelines constraints, corporate actions, etc
Work with senior PMs to manage daily cash flows and ensure portfolios are within constraints
Monitor and maintain key risk metrics across portfolios
Collaborate with Product groups in the development and launch of new funds
Monitor operating risk and ensure adherence to regulatory compliance
Enhance and streamline portfolio management processes within the Credit team and across the Core PM platform
Deliver on ad hoc project work, as needed
BA/BS required. Progress towards CFA a plus
Working knowledge of the financial markets, with some familiarity in fixed income products and investing, experience with ETFs or Indexing a plus
Ability to grasp quantitative concepts and their application to portfolio management
Ability to adapt quickly to rapidly changing market environments
Ability to learn and use technology related to portfolio management, trading, proficient in Excel, Bloomberg experience a plus
Strong problem solving skills and attention to detail
Effective team player that is able to work well with other Portfolio Managers as well as develop strong working relationships with other groups across BlackRock

Credit Portfolio Manager Resume Examples & Samples

Strong understanding of commercial business development techniques and credit decisions
Demonstrated business development track record
Refined negotiation skills

European Credit Portfolio Manager Resume Examples & Samples

Managing corporate bond assets for multiple portfolios
Acting independently within established investment policy guidelines
Working closely with other members of the corporate bond team
Working extensively with teams responsible for other fixed income sectors
Making top-down recommendations about portfolio positioning across industries and credit grades (primarily focused on investment grade), as well as working with research analysts on single-name selection
5+ years of experience working with European corporate bonds
Proficiency in investment analytics and research techniques
Knowledge of fixed income benchmarks and methodology
Significant investment grade experience required (and high yield experience preferred, but not required)

Credit Portfolio Manager Resume Examples & Samples

Participate in the evaluation of loan policy and directs implementation
Provide credit training and other relevant education to Credit Analysis
Supervise and review the preparation of credit analyses by Credit Analysts
Act as a liaison with other credit-related functions to establish appropriate internal control mechanisms
Guide and support business lines/products groups/examination function/legal function/risk management function on credit and risk related issues
Perform related duties and participates in special assignments and projects as requested
Represent MD and Group Head in meetings and other duties as required
Monitor the performance of due diligence and regularly scheduled evaluation of loan portfolio for which they are responsible
Responsible for the coordination and communication of account information across various constituencies throughout the organization
Responsible for extensive knowledge of country/risk factors on a macro level and informing direct reports of such information
Responsible for detailed knowledge of particular industries and all current events in assigned portfolio utilizing internal and external sources
In-depth knowledge of all elements of credit and risk principles
Capability to independently handle complex transactions, sensitive borrowers
Previous extensive working experience in financial institutions, preferably 10 years in credit and risk related function with 5 years of line experience or equivalent
5-7 years of industry specific experience/knowledge
Thorough knowledge of legal and compliance regulations pertinent to lending
Strong knowledge covering accounting rule, finance, and regulation
Established coaching skill
Good time-management/organizational skill
CIB Staff provide administrative support to BTMUS Registered Representative