Portfolio Analyst Resume Samples

4.5 (99 votes) for Portfolio Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the portfolio analyst 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
CC
C Collins
Candice
Collins
110 Pinkie Turnpike
Los Angeles
CA
+1 (555) 850 4509
110 Pinkie Turnpike
Los Angeles
CA
Phone
p +1 (555) 850 4509
Experience Experience
New York, NY
Portfolio Analyst
New York, NY
Kemmer-Frami
New York, NY
Portfolio Analyst
  • Work with the portfolio managers to develop strategies for each of the portfolios to improve performance and manage risk
  • Works with management to establish objectives and work to ensure performance against those objectives
  • Provide regular status updates to the Manager of Portfolio Management and Managing Director of Global Development
  • Perform standard processes established for client and participate in providing recommendations for continuing improvement and streamlining of procedures
  • Develop and maintain critical financial databases and models that provide reports/operating performance data to corporate/affiliate senior management
  • Develops and executes strategies to assist in improved alignment of all enterprise-wide portfolios with stated target portfolios
  • Support Portfolio Managers with real estate analysis, portfolio management attribution, and performance calculations
San Francisco, CA
Credit & Portfolio Analyst
San Francisco, CA
Auer, Brown and Wolff
San Francisco, CA
Credit & Portfolio Analyst
  • Develop and continually improve risk management framework and processes for funds
  • Work on Integration of data sources and the development of data routines to create standardized datasets from raw data
  • Develop and maintain effective working relationships with colleagues in other areas of Risk Management
  • Act as subject matter expert for NAV (Net Asset Value) Data analysts and assist with workflow management of the NAV Data Team
  • Independently manage development and implementation of effective risk management strategies that help mitigate credit losses
  • Act as subject matter expert and assist with workflow management of the Limit Monitoring Analysts covering the Global Banks Portfolio
  • Manage and execute portfolio management strategies against ICG global credit and market risk
present
Detroit, MI
Senior Portfolio Analyst
Detroit, MI
West Group
present
Detroit, MI
Senior Portfolio Analyst
present
  • Working towards completion of CFA program
  • Monitoring of manager portfolios and funds to understand strategies and risks taken
  • Monitor portfolio performance and risk across a wide range of portfolios and instrument types
  • Monitoring of investment guidelines at a fund and manager level
  • Supporting internal advisors with business development, new client opportunities and client meetings
  • Lead business review sessions with key stakeholders to understand business performance by segments and assist with formulation of action plans
  • Updating CRM (Client Relationship Management) database with all client communications
Education Education
Bachelor’s Degree in Technical
Bachelor’s Degree in Technical
East Carolina University
Bachelor’s Degree in Technical
Skills Skills
  • Relational database knowledge, strong spreadsheet proficiency and analytical skill-set
  • Detail oriented with a strong ability to multi-task and work under pressure in a fast paced environment
  • Ability to build professional networks; knowledge of company's strategic direction and strengths and weaknesses
  • Strong organizational skills, attention to detail, time management skills, ability to manage many tasks simultaneously while meeting critical deadlines
  • Able to provide quality assurance and comfortable questioning members of business and change team
  • Proficiency with Microsoft Office applications, including the ability to create graphs and tables using Excel and proprietary software
  • Excellent verbal and written communication skills, underpinned by solid analytical and problem solving ability
  • Strong knowledge of commercial real estate sectors (office, hotel, multi-family, retail and industrial) and markets
  • Demonstrated ability to think on your feet and make good decisions
  • Capable of performing advanced data analysis using SQL. Familiarity with data visualization tools is a plus e.g. Spotfire, Tableau
Create a Resume in Minutes

15 Portfolio Analyst resume templates

1

Senior Portfolio Analyst Resume Examples & Samples

  • Monitor portfolio performance and risk across a wide range of portfolios and instrument types
  • With guidance from the portfolio manager, implement asset allocation and policy across different portfolios
  • Assist in fund cash flow monitoring and implementation of portfolio rebalancing across growing suite of funds
  • Trade orders for funds, ETFs, structured products, and derivatives in Charles River Investment Management System
  • Follow-up with trading, execution and settlement teams
  • Respond to client and portfolio management queries
  • Research and develop global macro thematic trade ideas
  • Assess suitability of investment options for implementation of trade ideas
  • Generate monthly and ad-hoc portfolio reports for portfolio management team
  • Develop/update presentations and reporting materials using various market data tools
  • Assist with gathering data and creation of presentations and fund commentaries
  • Act as a product management liaison for portfolio, trading, and strategy insights
  • Assist in maintaining a macro slide library to support investment strategy decisions
  • Assist with the collection of market data from internal and external sources, and completing ad hoc research, as needed
  • Gather and summarize external research for portfolio management
  • Bachelor’s degree with a focus on Economics, Finance, Financial Engineering, or related field
  • Progression towards CFA designation desirable; Level 2 CFA preferred
  • Strong interest in all markets, with experience in portfolio analysis and multi asset classes preferred
  • Knowledge of portfolio construction techniques and derivatives desirable
  • Outstanding attention to detail and ability to manage multiple projects simultaneously
  • Proven information gathering skills
  • Must be a team player but with the capability to work independently with minimal supervision
  • Proficiency in data processing and Microsoft Office applications (advanced level of Excel and VBA skills is required)
  • Knowledge of industry software such as Bloomberg, FactSet, Datastream etc
2

Senior Portfolio Analyst Resume Examples & Samples

  • Enter trade orders for funds, ETFs, structured products and derivatives in Charles River Investment Management System
  • Assist with gathering data needed for presentations and fund commentaries
  • Assist with the collection of market data from internal and external sources
  • Gather and summarize external research from IMF and BIS data sources
  • Level 2 CFA required
  • Strong interest in all markets with multi asset class experience preferred
  • Must be a team player but with the capability to work and think independently
3

Portfolio Analyst Resume Examples & Samples

  • Attend team investment related meetings to develop an understanding of EMD markets, our investment ideas, and performance driver
  • Organize and maintain all regularly required materials for clients - monthly data sheets, attribution, market commentary
  • Organize and maintain client related presentation
  • Organize and maintain fund related commentaries (quarterly, semi-annual, annual)
4

Portfolio Analyst Resume Examples & Samples

  • Strong written and verbal communication skills. Must communicate well with others at all levels to achieve a common goal
  • Highly motivated and productive self-starter
  • Flexibility and adaptability
  • Ability to deliver results within the established timeframes while managing multiple priorities
  • Ability to work independently; excellent analytical and self-motivational skills; excellent advocacy and persuasive skills
  • Ability to establish and maintain cooperative working relationships with team members and senior management in the course of performing assigned duties
  • Ability to organize and prioritize workflow and coordinate the work of others
  • Strong analytical skills, ability to resolve simple and complex issues quickly and accurately
5

Archon Realty Management, Portfolio Analyst Resume Examples & Samples

  • Ensure the accuracy and the consistency of the information modelized by the management by checking the cash flow models
  • Modelize the portfolios’ own evolution
  • Follow-up activities, and the comparisons budgets/results
  • Check the follow-up of management decisions, approved by the investor (deadline, amounts, strategies)
  • Approve the evolution of the portfolio perimeter (sales, repossess, acquisitions, …)
  • Sensitivity studies
  • Gather / centralize information that are necessary for portfolio reporting
  • Check the cash flow models and the Business Plans
  • Produce reliable reporting, consistent with the management decisions, and the investors’ requests
  • Be able to consolidate the various elements of the portfolio activities
  • Establish a constant information flow with the management teams
  • Check the consistency of the information sent out
  • Consolidate information
  • Dynamic evolution of reports issued based on the investors’ requests
  • Superior education such as Faculty of Economics or equivalent University
  • Excellent knowledge of office automation instruments (Excel, database, …)
  • Fluent in English
  • Respect deadlines
  • Quality and frequency of defined reporting models
  • Portfolio Manager’s and investors’ positive substantiation
  • Quality of relationship with the management teams
6

Portfolio Analyst Resume Examples & Samples

  • Support the PM team with all aspects of portfolio management, implementation, portfolio rebalances, transition events and daily monitoring of investment portfolios. Generate model portfolios, prepare portfolio trades, review for reasonability and validate all inputs used in investment process
  • Support the PM team on daily model portfolio generation; this includes producing required data inputs, managing optimization strategies, and generating analytic packages in an automated process
  • Collaborate with Quantitative Analysts, Research Analysts professionals in supporting the daily management of quantitatively driven portfolio strategies
  • Run portfolio analysis, attribution reporting, performance analysis, ad-hoc reports, investment commentary and preparation of monthly/quarterly reporting
  • Liaise with Operations and Custodian Banks with regard to cash and position reconciliation as well as account set up
  • Liaise with internal technology teams to maintain and develop a scalable and robust infrastructure platform
  • Help manage the documentation of processes and procedures
  • Bachelor's Degree in Finance, Economics, Mathematics, or related technical field; Master's degree preferred
  • CFA or progress towards charter preferred
  • Minimum 2 years of experience with portfolio analysis, quantitative analysis, portfolio management, trading, investment operations or related investment experience
  • Knowledge of quantitative investment practices, including portfolio optimization, is strongly preferred
  • Strong technical skills, including basic programming languages is strongly preferred
  • Knowledge of global financial markets, portfolio management techniques, and investments
  • Investment decision making skills; financial analysis; strategic and theoretical skills
  • Proficiency with Bloomberg, FactSet, Charles River OMS is a plus
  • Self starter who is able to prioritize workloads, operate under tight deadlines, and able to maintain poise under pressure
  • Highly accurate and detail oriented
  • Demonstrated ability to think on your feet and make good decisions
  • Excellent interpersonal skills, unassuming ego and desire to work in a team based environment
7

Gf-credit & Portfolio Analyst Resume Examples & Samples

  • Coordinating information flow from Account Credit Specialists/ LV/ Portfolio Analytics Teams in Singapore / Hong Kong and processing of credit approval packages
  • High degree of client’s information confidentiality
  • Ability to analyze Net Worth / Cash Flow of CPB Clients
  • Good understanding of financial statements and accounting standards
  • Understanding of legal systems and documentation
  • Understanding of CPB Credit Policies and Credit Product Program
  • Understanding collateral valuation
  • Knowledge of Capital Markets instruments and characteristics
  • Risk management skills
  • Result oriented individual who is able to work against tight deadlines, and willing to put in long hours when required
  • A good university degree at a minimum. Knowledge of Finance and Accounting will be an advantage
  • Up to two years of working experience, preferably in a financial institution
8

Credit & Portfolio Analyst Resume Examples & Samples

  • BA/BS Degree with specialization in Business, Statistics or Economics
  • Minimum 5 years experience in mortgage industry preferably reporting and/or portfolio analysis
  • Knowledge of SAS or SQL programming
  • Ability to multi-task, organize and prioritize responsibilities required
  • Strong knowledge/skills with Microsoft Access database and Microsoft Office Suite desired (powerpoint and excel)
  • Functional and working knowledge of loan processing and servicing systems including Citilink, ACAPS, LPM and Data Warehouse
  • Strong organizational, written and verbal communication skills desired
  • Possess a results driven attitude committed to producing a superior quality work product
9

Credit & Portfolio Analyst Resume Examples & Samples

  • The portfolio analyst will support risk managers with day to day responsibilities and ad-hoc requests for a diverse portfolio of European, Middle Eastern and African (EMEA) Banks and Financial Institution clients
  • Proactively monitor exposures; undertake analysis/ investigation where required to ensure exposures are properly reported and exceptions resolved. This may include interacting with Sales and Trading as well as Credit Risk to understand the credit transaction
  • Candidate must be able to work as part of a team oriented environment, as well as independently
  • Ideal candidate will have a proactive approach to problem solving and the ability to meet tight deadlines
  • Requires a great deal of resourcefulness and ability to gather, synthesize, and present findings from disparate sources
  • Undergraduate degree 1- 2 years financial services experience recommended
  • Strong Analytical skills Must be proficient with Excel Credit/Risk Experience and Access database knowledge a plus
10

Credit & Portfolio Analyst Resume Examples & Samples

  • Code, develop & implement business logic. Independently own the final solution as detailed and designed by the project team with guidance/collaboration as needed from team members
  • Responsible for initiating interactions with other teams to clarify information and resolve issues
  • Attend project meetings and contribute information relevant to project design and implementation based upon prior experience
  • Provide analysis and detailed results of data and project deliverables
  • Provide analytic support of internal processes by evaluating production data and provide ongoing support in the monitoring of key systems
  • Provide ad hoc support to Risk Policy for historical data / retro analysis
  • Identify issues, document root cause and propose solutions
  • Problem resolution (Historical research, current business case validation)
  • Development and maintenance of system documentation to include process flow designs, charts, decks, etc
  • Understanding of Risk Management and business strategies /actions and risk scoring a plus
  • Experience with econometric modeling and statistical modeling or application risk scoring a plus
  • Proven ability to present credibly to both large and small groups
11

Credit & Portfolio Analyst Resume Examples & Samples

  • May train less experienced personnel
  • Ad hoc reporting and analytics requests as required
  • At least 7 years related experience
  • Mental/visual stress (e.g., dealing with eyestrain from extended computer use)
12

Gf-credit & Portfolio Analyst Resume Examples & Samples

  • Work with Risk Management, Finance, and various business units on Basel III capital optimization initiatives
  • Assist credit specialists and portfolio managers with questions related to Basel eligible margin loans treatment and delinquency managed aspects
  • Produce presentations and communicate results to multiple levels of the organization
  • Responsible for Basel delinquency managed data preparation, review with Senior Credit Officers for approval
  • Track and review delinquency managed portfolio parameters on monthly basis; assist in reviewing delinquency reports and escalate as required
  • Education BA/BS, graduate degree is a plus
  • 2 to 5 years of relevant experience in a similar role
  • Experience/knowledge of finance and stress loss testing. (CCAR 14-A data submissions and 14-Q stress loss analysis is a plus)
  • Experience playing the user role in system integration projects, provide input to test plans and test scenarios
  • Ability to create and/or interpret process flows depicting business processes and synthesize information to senior management
  • Ability to act autonomously, deliver results on large scale projects, and propose viable pragmatic solutions
  • Effective communication skills at various management levels
  • Skilled user of Microsoft Excel, Access, PowerPoint, SharePoint, and Adobe Standard. Experience with Visual Basic and Business Objects is a plus
13

Portfolio Analyst Resume Examples & Samples

  • Minimum of 2yrs indirect underwriting/credit analysis experience preferred
  • Thorough knowledge of consumer credit bureaus
  • Knowledge of financial products, policies, and procedures and fair lending regulations
  • Excellent attention to detail skills
  • Service oriented and ability to maintain relationships
14

Portfolio Analyst Resume Examples & Samples

  • Handle complex client needs, including creating investment policies, conducting asset allocation analyses, analyzing and interpreting investment performance, conducting investment manager searches, analyzing and interpreting investment performance
  • Present results to Consultants in oral and written form
  • Serve as direct day-to-day point of contact for clients and address complex questions and requests
  • Work closely with Consultants, other members of the consulting team, and broader ACG team members
  • Strong working knowledge of investment products
  • Detail oriented with the ability to work effectively with multiple clients including consultants, clients, custodian banks, investment managers, and others within our firm
15

Credit & Portfolio Analyst Resume Examples & Samples

  • Credit analysis of ICG clients within diversified industrial segments. Main tasks include risk assessment, credit analysis, reviewing financial results, peer analysis and preparing financial projections
  • Member of deal teams for credit related transactions. Main tasks include preparation of greenlight and transaction approval memos, conducting due diligence, building cash flow models and doing sensitivity analysis
  • Close interaction with coverage and product teams
  • Portfolio management: developing a forward-looking view of the portfolio and the industry covered, understanding the credit process, policies and Citi's risk appetite, staying on top of credits, anticipating developments and reacting to news, escalating credit concerns/updates to senior risk and business managers and proposing risk mitigation action to be taken
  • Preparation of portfolio reviews and conducting stress tests are also important aspects of portfolio management
  • Building good and effective working relationships with various teams across the bank (Bankers, Risk Managers, CoE Analysts, Credit Risk Management Services etc)
  • Degrees(s): Bachelors and/or Masters degree Major(s): All disciplines are welcome to apply
  • Accounting/Business/Finance emphasis preferred
  • Location: Buffalo, NY
  • Training: Citi will provide a multi-week training course that will cover financial statement analysis, financial modeling and will introduce analysts to Citi’s internal systems
16

Portfolio Analyst Resume Examples & Samples

  • Be detail oriented and self-motivated and be willing to be judged on results
  • Have flexibility in his/her approach to new ideas and projects
  • Have an understanding of the property and general investment markets
  • Have outstanding analytical and communication skills. The ability to critically analyze ideas and proposals is key to this post and therefore some experience in an analytical role is essential
  • Have excellent modeling and spread-sheeting skills
  • Have a good understanding of financial and accounting theory and practice
  • Be able to demonstrate clear evidence of being a team player
  • Bachelor's degree or international equivalent
  • Minimum of 2 years' experience in the real estate or private equity business with the majority of this time spent in analyst roles
  • Strong knowledge of Microsoft Office applications
  • Candidates or completion of the following programs are favorable but not required: CFA, CAIA, or CIPM
17

Portfolio Analyst Resume Examples & Samples

  • Participate in portfolio management activities for a broad array of Individual, Family and Trust and, Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate
  • Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
  • Develop investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams
  • Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Account Administrators and Marketing
  • Strong quantitative, analytical, and interpersonal skills
  • Bachelor’s degree in Finance, Economics or related subject and 2-5 years experience within the finance industry
  • Proficiency in Microsoft Office Suite, Bloomberg, Moxy, APX
  • Ability to multi-task and establish priorities
  • A passion for financial markets
  • MBA and/or CFA a plus
18

Credit & Portfolio Analyst Resume Examples & Samples

  • Perform vigorous analyses using analytical and statistical tools to identify gaps and opportunities for the channel, and to drive changes to credit policy to optimize risk-rewards tradeoff
  • Present analytical findings and business implications to management
  • Manage PCLI programs and any new initiatives end-to-end in collaboration with internal Risk teams and cross-functional partners
  • University degree(s) in analytical disciplines
  • 2+ years of experience in similar roles
  • Strong quantitative aptitude and advanced skill in Excel, Access, SAS, SQL, and/or other analytical/data mining tools
  • Excellent communication and team skill. Cross-functional project management experience is highly desirable
  • Detailed-oriented, high level of intellectual curiosity and strong sense of ownership
  • Demonstrated ability to multi-task effectively and work against tight deadlines
  • Prior experience in financial services is desirable but not mandatory
19

Credit & Portfolio Analyst Resume Examples & Samples

  • Risk assessment and credit analysis of existing relationships including periodic review of financial results and statements to monitor operating performance, liquidity position and financial condition, peer analysis, and preparation of financial projections and sensitivity analysis
  • Conduct industry reviews and identify trends and risk drivers in particular sectors
  • Assist in periodic portfolio reviews testing for industry, sector and obligor concentrations and assist in meeting ad-hoc Regulatory Requirement needs
  • Proactively monitor credit exposure, undertake analysis / investigation where required to ensure exposures are properly reported and exceptions resolved
  • Maintain a high degree of understanding of internal credit policy and reporting requirements
  • Strong analytical skills and solid understanding of Accounting and Corporate Finance concepts
  • Strong team player who also can work well independently
20

Credit & Portfolio Analyst Resume Examples & Samples

  • The portfolio monitoring analyst will support risk managers day to day for a diverse portfolio of North American and European Mutual Fund clients
  • Proactively monitor credit exposure levels; undertake analysis/ investigation where required to ensure that the exposure levels are properly reported and any exceptions to credit exposure limits are resolved in a timely manner. This may include interacting with Sales and Trading as well as other ICG Risk support units to understand the credit transaction
  • Coordinate with other departments and various levels of management in ICG Risk regarding credit risk reporting issues, including the investigation of data quality issues and resolution of data reporting errors
  • Manage assigned projects in a timely manner, ensuring that deliverables are met
  • Identify policy and procedural gaps within the department and propose solutions
  • Demonstrate an ability to resolve issues identified by internal and external auditors and interpret information requests from Regulators (e.g. the Fed, SEC and OCC)
  • Develop an understanding of how financial and capital markets transactions, including derivative and foreign exchange products, generate credit risk exposure and how this affects extensions of credit to mutual fund clients
  • Develop and maintain effective working relationships with colleagues in other areas of ICG Risk
  • The ideal candidate will have strong quantitative skills; good interpersonal skills; good written and communication skills; and be able to learn and adapt quickly
  • Candidate must be able to work as part of a team, as well as independently on assigned tasks
  • 1- 2 years financial services experience recommended
  • Strong Analytical skills
  • Credit/Risk Experience and Access database knowledge a plus
21

Credit & Portfolio Analyst Resume Examples & Samples

  • Provide oversight/guidance as a subject matter expert as it relates to Real Estate Operations (Branch and Centralized groups)
  • Analyze business and market trends as it relates to the Real Estate industry
  • Support various BAU processes related to data analysis, development of monthly presentations, and reporting
  • Use various data platforms and statistical tools for a variety of established and ad hoc analyses
  • Support and complete all ad-hoc data/project requests in a timely fashion
  • 3+ years’ experience in financial services industry – Real Estate knowledge preferred
  • Self-starter with strong analytical and problem solving skills
  • Advanced MS Office skills including the ability to conduct comprehensive data analysis in Excel
  • Builds partnerships across functions/regions; collaborates with others to identify problems, provide solutions, and reach agreements
  • Must have good communication and presentation skills (both verbal and written)
  • SAS programming skills preferred
22

Credit & Portfolio Analyst Resume Examples & Samples

  • Preparation of the CLO monthly Registry/Portfolio
  • Preparation and distribution of the CLO Quarterly reports
  • Liaison with external Verification Agent for the Registry and Qtly report reconciliation
  • Service annual investor requirements including Annual Peer Review and stratification analysis
  • Management of credit default process including monitoring of deteriorating credit, identification of EoD and liaison with all internal and external groups including, Business, Risk, IRM, Legal, external Verification Agent and investors
  • Internal communication and wall crossing
  • Internal cost allocation with CLP/Finance and Tax
  • Calculation and reporting of Risk and Regulatory Capital (RAP) benefits
  • Knowledge of Citi's internal financial, trading and credit systems with ability to navigate, extract and interpret data
  • Understanding of financial markets and knowledge of structured products a bonus
  • Experience developing automated/technical solutions also a plus
  • Knowledge of Basel II/III useful
  • Excellent communication and interpersonal skills a must
  • Proficiency in Excel; VBA a plus
  • Strong risk management and data quality discipline
23

Portfolio Analyst Resume Examples & Samples

  • Develop a strong understanding of TWDC’s global real estate portfolio
  • Enter, update, and audit data in a variety of systems including Tririga IWMS and other proprietary models
  • Identify and implement reporting methods for 10K report, brokerage fee reporting/reconciliations
  • Maintain annual activity data for production of mid-year and year end result reports
  • Assist/create presentation materials for various real estate initiatives
  • Develop working relationships with various internal partners including Corporate Legal, Lease Administration and Finance
  • At least 2 years of prior work experience in corporate real estate or research/analysis/database management position required
  • Proven ability to gather, extract, organize, analyze, and interpret detailed data from a variety of sources
  • Must have proficiency with MS Office Suite, particularly Excel and PowerPoint, and preferably with lease administration and facility/property management systems
  • Strong analytical skills and attention to detail is required
  • Experience with Tririga is a plus
  • Knowledge of corporate real estate leasing, real estate market analysis, occupancy planning, and/or strategic planning a plus
  • 4-year degree with preferred emphasis and/or coursework in real state, business, economics, or finance
24

Portfolio Analyst Resume Examples & Samples

  • Gathering, reviewing and applying data from internal and external sources to support client reporting requirements, Request for Proposals (RFPs), and other existing and potential investor questions
  • Trade construction: working with PMs and traders to construct trades and to implement portfolio rebalancing
  • Risk: assist with investment team risk reporting (daily/weekly runs, ad hoc analyses, work with risk team to enhance team risk reporting)
  • Performance and attribution: work with PMs and portfolio specialists to run, analyze and interpret performance attribution reporting (both investment team's and performance teams’) for portfolio management and client reporting purposes
  • Position reporting: work with portfolio specialists and operations teams to improve and broaden position reporting for PMs and clients
  • Liquidity reporting and monitoring: design, create and run reports addressing liquidity of positions held by the team’s funds
  • Ad hoc projects and requests
  • Bachelors degree required. Progress toward CFA a plus
  • Resourcefulness and ability to think creatively is extremely important
  • Basic understanding of financial instruments such as futures, bonds, swaps, FX forwards, etc
  • Thorough knowledge of and expertise in working with excel
  • 1-2 years relevant investment experience on either buy-side or sell-side, with particular experience working with accounting and trading systems for top-down, multi-asset investment strategies a plus (but not required)
  • Experience working with financial market data sources (Factset, Bloomberg, etc.)
  • Ability to work independently and to coordinate efforts across teams within a large firm
  • Time management skill, attention to detail
25

Credit & Portfolio Analyst Resume Examples & Samples

  • Solid time managament skills and can multitask and prioritize the team’s workload effectively
  • Solid understanding of Accounting and Corporate Finance fundamentals and ability to teach these concepts to analysts
  • Prior people management experience required, experience managing managers preferred
26

Credit & Portfolio Analyst Resume Examples & Samples

  • Develop Credit Risk Strategies for Citi Brand Credit Cards Acquisitions
  • Design and analyze credit tests to enhance program performance
  • Leverage mathematical techniques to refine and optimize initial credit line assignment across acquisition programs
  • Review, internalize and provide meaningful commentary on MIS to recognize and establish connections to policy, population or market changes
  • Manage credit risk from Mail acquisition efforts
  • Leverage mathematical capabilities to review profit and loss equations that are used to forecast risk based campaign profits
  • Constantly review policy and ensure policy team’s readiness for Internal Audit and External audits
  • Define and lead complex analytical assessments on the customer level to optimize the customer experience
  • Analyze bureau and credit information to develop insightful policy change recommendations based on risk reward trade off analysis
  • Interact & collaborates with Marketing, Decision Management, Governance and Risk Infrastructure to flawlessly execute policy changes and communicate credit policy
  • Bachelor’s Degree is required & Master’s Degree preferred in Business, Mathematics, Economics, Statistics, Engineering or a similar quantitative discipline
  • 2+ Years of experience in an analytical capacity is required
  • Understanding Profit & Loss Drivers
  • SAS / SQL , P&L Simulation
  • Experience with a modeling package such as SAS or Knowledge Studio is a plus
  • Candidate should have excellent written and verbal communication skills, and be comfortable presenting work to peers, cross functional businesses & Senior Management
27

Portfolio Analyst Resume Examples & Samples

  • Advanced degree in a technical discipline such as statistics, applied mathematics, or engineering, undergrad degree in finance / economics or CFA is a plus
  • Strong background in econometrics, statistics, optimization and portfolio theory
  • Experience conducting empirical research and working with large datasets
  • C/C++, Java, Python or experience with an analytical modeling language such as Matlab or R
  • A team player and ability to work independently
  • Strong communication, writing and presentation skills
  • Creative thinking and effective problem solving
  • Familiarity and experience in trading strategies across global markets, including options
28

Credit & Portfolio Analyst Resume Examples & Samples

  • Maintain Daily, Weekly, Monthly and Quarterly assigned reporting including Federal Data Requests, Exception Monitoring Package, FMI News Memo, Month End Variance and ARR reports
  • Assist with preparation and verify quarterly Annual Reassessments and Business Attestations on FMI’s
  • Assist with setting up Entitlements for Business Users in PRISM
  • Assist Portfolio Bankers in the completion of portfolio reviews
  • Focus on the development and implementation of robust risk management processes that are designed to meet rapidly growing internal and regulatory needs in regards to Comprehensive Capital Analysis And Review (CCAR). Strong emphasis on reporting and improving the Stress Testing performed as part of the CCAR capital planning and review process, which is designed to test each firm’s internal analysis of their capital adequacy. Reviewing, investigating and ensuring the executed monthly and quarterly capital and CCAR/DFAST stress test assessments are accurately reflected for various industries
  • Proactively respond to requirements evolving from regulatory reform, including the Dodd Frank Act, EMIR and others globally
  • Complete ad-hoc projects, assignments and reports as required and requested, such as the preparation of portfolio data internal and external audit, regulators and senior management
  • Develop a degree of technical and policy understanding with respect to credit risk, risk management and Citi Policy
  • Display solid leadership skills and a thorough understanding of all the products utilized
  • Undergraduate degree: Business, Finance or Economics desirable
  • 1-3 years Financial Services and Credit/Risk Experience
  • Robust Analytical skills
  • Solid verbal, written and presentation skills
  • Must be proficient with Microsoft Office
  • Access database knowledge a plus
29

Credit & Portfolio Analyst Resume Examples & Samples

  • Actively participate and represent DE in both “agile” and maintenance project meetings. Question the efficiency of development decisions and provide alternatives. Assist to align the MAT and business process flow to provide efficiency and reduce risks/errors
  • Analyze and translate credit policies, processes/procedures and underwriting guidelines into business rules based logic, that, when executed against, will provide automated loan decision/eligibility capabilities
  • Ensure that DE changes/updates are deployed in accordance with timelines agreed upon with our business and IT partners
  • Review project requirements and effectively communicate with the appropriate business and policy contacts to ensure the correct interpretation of requirements
  • Complete rigorous testing prior to UAT and production deployment to reduced/eliminate post-production defects
  • Assist UAT in maximizing the effectiveness of testing efforts. Provide support and direction without defining how “the system works” to allow for independent interpretation of requirements
  • Provided ongoing, continuous support for existing programs, rules, and models
  • Minimum 5 years mortgage production/origination experience. College degree or equivalent
  • Mortgage underwriting experience with working knowledge of credit policies and practices
  • Strong communication skills and ability to work cross-functionally at all levels
  • Must be able to work independently and in a team environment
  • Strong organizational, interpersonal, communication and problem solving skills
  • Extensive knowledge of windows-based software
  • Ability to manage multiple technical projects
  • Working knowledge of data management, XML, and Clear Case, and PC SAS or similar programming language
  • Familiarity with Citilink / CUSTOM servicing systems a plus
30

Credit & Portfolio Analyst Resume Examples & Samples

  • Act as a subject matter expert for analysts and assist with workflow management of the department
  • Identify policy and procedure gaps within the department and propose solutions
  • Maintain a high degree of technical and policy understanding with respect to credit risk
  • Work with system architects to define appropriate technology solutions which include planning, coordinating and particpating in test phases prior to implementation
  • Monitor the quality of the credit work completed by the team
  • Identify and implement additional training sessions on relevant topics as needed
  • To attract, recruit and develop the talent of team
  • 1-3 + years experience
  • Solid time management skills and ability to multitask and prioritize the team's workload effectively
  • Existing knowledge of Citi's systems and credit policies preffered
  • Prior people management experieince required, experience managing managers preferred
31

Credit & Portfolio Analyst Resume Examples & Samples

  • Member of deal teams for credit related transactions. Main tasks include preparation of greenlight and transaction approval memos, conducting due diligence, building cash flow models and doing sensitivity analysis. Close interaction with coverage and product teams
  • Portfolio management: developing a forward-looking view of the portfolio and the industry covered, understanding the credit process, policies and Citi's risk appetite, staying on top of credits, anticipating developments and reacting to news, escalating credit concerns/updates to senior risk and business managers and proposing risk mitigation action to be taken. Preparation of portfolio reviews and conducting stress tests are also important aspects of portfolio management
  • Bachelor Degree (with major in Accounting, Finance or Business preferred)
  • General knowledge of credit and banking products
  • Knowledge of Citi systems as plus
32

Portfolio Analyst Resume Examples & Samples

  • Minute and distribute key prioritisation group meetings for continuity of understanding
  • Play a key role in the engagement process for new products
  • Establish and maintain the portfolio roadmap
  • Coordinate project/portfolio meetings as required
  • 2+ years in a similar role
  • PM qualifications highly regarded
33

Portfolio Analyst Resume Examples & Samples

  • Support the generation, compiling, and reporting for E-Cap results in a timely and accurate manner
  • Support the simplification and standardization of reporting processes
  • Provide support in ensuring the reporting process is complete, accurate and up-to-date
  • Complete ad hoc assignments in the areas of economic capital calculation and reporting
  • Bachelor's degree in quantitative discipline (e.g., Finance, Economics, Statistics)
  • 2 years' relevant experience in large financial institutions, with a reporting focus
  • Some knowledge of statistical models and tools
  • FMP (Financial Management Program), RMP (Risk Management Program) or CAS (Corporate Audit Staff) grad
34

Portfolio Analyst Resume Examples & Samples

  • Support a diverse range of Stakeholders; Communicates effectively by adapting style and message to diverse audience; Collaborates with key partners, sponsors, businesses and other partners
  • Monitor portfolio progress as it relates to impact & experience of TD’s customers; Identifies and helps to resolve issues that may impede the accomplishment of program or portfolio objectives
  • Link portfolio performance to the business’ objectives and customer impacts; Navigates organization to achieve results
  • Work with business and technology teams to provide analysis, metrics and management reporting including insight and recommendations and creates accurate and realistic resource plans
  • Work with the business, technology, finance, and project management offices to conduct analysis and create financial reports or dashboards for the portfolio
  • Identify program or portfolio issues or risks to finances and works with partners to develop recommendations
  • Develop and maintain a consolidated view to reduce the likelihood or impact of cross portfolio issues
  • Own the accurate reporting of program or portfolio financials, health, status and other details (i.e. data quality) in the bank’s enterprise reporting system, and any additional reporting within their PMO
  • Provide direct support to the Portfolio Director for day-to-day analysis and reporting tasks to support overall management of the portfolio
  • Create presentation materials for stakeholder steering committee meetings that highlight key portfolio issues or risks
  • Own data quality and accuracy in financial tasks
35

Credit & Portfolio Analyst Resume Examples & Samples

  • Enhancing decision making process by exploring and testing advanced modeling tools and techniques. Be conversant with the databases and systems to turn around solutions on complex business problem
  • Identifying opportunities in the Model Management process to recommend process improvements
  • Performing rigorous analyses to identify gaps and opportunities within current suite of credit strategies to optimize risk/reward trade-offs
  • Developing strategies to fine-tune models post implementation and use business analysis to complement model performance with the model usage for better decisioning
  • Managing ad hoc requests to support critical business analyses and decisions
  • Interacting with all levels of management to facilitate understanding of risk models and analytical findings and to inform on critical decisions
  • Preparing for and presenting analytical findings and explanatory reasoning to internal and external regulatory entities
  • 3 - 5 years of related work experience
  • Experience with Data Analytics
  • Team player; excellent ability to work effectively across multiple business and functional areas
  • BS required in Mathematics, Engineering, Statistics, Physics or a relative quantitative discipline. Advanced degree within outlined field strongly preferred
36

Portfolio Analyst Resume Examples & Samples

  • Bachelors Degree in finance or related field, or minimum 2 years of related industry experience required
  • Minimum 4 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
  • Bachelors Degree in finance or related field required
  • Series 7 and 66 licenses preferred
  • Intelligence and creativity
  • CFA in progress, or strong desire to initiate studies a definite plus
37

Portfolio Analyst Resume Examples & Samples

  • Undergraduate degree in finance, economics, mathematics, actuarial science or computer science, or MBA
  • Solid business understanding of investments and financial concepts
  • Strong communication skills, both verbal and written
  • Ability to develop creative solutions to analytical problems using spreadsheets with data extracted from portfolio systems, market data systems, or databases
  • Skills or experience should include mathematical modeling or financial analysis using spreadsheets
  • Working towards CFA/MBA preferred
  • 1-2 years of investment experience preferred
  • Undergraduate degree in finance, economics, mathematics, actuarial science or computer science, or MBA?
  • 3+ years of investment experience or MBA with relevant work experience
  • Advanced knowledge of Excel and some knowledge of programming languages (VBA)
  • Working toward CFA/MBA preferred
38

Credit & Portfolio Analyst Resume Examples & Samples

  • Establishing credit limits through a formal credit review and in-depth analysis
  • Approving trades and communicating with the sales force on a daily basis
  • Addressing exceptions to risk limits
  • Negotiating the credit-related components to ISDAs, Clearing Agreements, MSFTAs, and other trading documents
  • Partnering with a specific trading desk within the firm, and educating the team on the risks associated with their clients/portfolios
  • Periodic on-site due diligence meetings with their counterparties, as needed
  • Driving change and efficiency to the current methods for reviewing and monitoring Fund risks and assisting in presentations and industry reports given to senior management
  • Bachelors degree required, additional degrees/designations which may include MBA, or MS desirable
  • 3-5 years financial services and credit/risk experience; minimum 1-2 years experience with Funds
  • Familiarity with Capital Markets trading and lending products, particularly the risks in derivatives, FX, structured and other complex products traded
  • Financial institutions experience, including mutual funds, pension funds, asset managers and private equity
  • Highly proficient with Microsoft Office; Access database knowledge a plus
  • Attention to detail, unaffected by high pressure situations
39

Portfolio Analyst Resume Examples & Samples

  • Monitoring risk indicators like cost of credit & delinquencies and track program deviations, triggers & caps. Identifying and analyzing trends and concentrations that could affect the risk and performance of the portfolio
  • Delinquency analysis based on Vintage, Roll, Lagged and Real basis. Also doing Static pool analysis for forecasting losses & delinquencies
  • Analysis on forecasting of movements to Non accruals. Risk Rating for various business programs for Sector. Analyzing historical, seasonal and economic trends & Scenario planning
  • Good hold on Large database / numbers
  • Should be proficient with MS Office applications (Excel & Powerpoint)
40

Portfolio Analyst Resume Examples & Samples

  • Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
  • Develop and implement investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams
  • Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
  • Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Associate Portfolio Managers, Strategic Advisors, Account Administrators, and Messaging
  • Bachelor’s degree in Finance, Economics, or related subject and/or 1-2 years of experience within the finance industry
  • Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Moxy, APX is a plus
  • Ability to multi-task, to establish priorities, and to work both independently and within a small team environment
41

Portfolio Analyst, Multi Resume Examples & Samples

  • Ensure accurate and error-free update and trading of models and client accounts
  • Review and monitor client accounts on a daily basis
  • Accurately generate, review and adjust cash positions in client accounts on a daily basis
  • Provide timely and accurate communication of sub-advisor trades to all required parties
  • Investigate and provide communication regarding the impact of any corporate changes on model holdings
  • Work closely with sub-advisors to ensure the efficient, accurate and complete communication of trade instructions and rationale
  • At least 5 years of investment experience
  • Strong client focus, direct client service experience in a discretionary investment role an asset
  • Good understanding of equity and fixed income markets
  • Experience in working with sub-advisors within a multi-manager offering
  • Excellent written and oral communication skills, strong interpersonal skills and demonstrated presentation skills
  • Proven ability to work both independently and as part of a team
  • Ability to work in a fast paced, time sensitive environment
  • Post secondary education in Commerce/Finance/Economics
  • CFA level 1 candidate
  • Strong proficiency in MS Excel, MS Access and Bloomberg
42

Asset Management Portfolio Analyst Resume Examples & Samples

  • Produce peer fund comparison analysis based on Morningstar Direct
  • Produce benchmark related analytics
  • Produce weekly papers for fund managers’ meeting
  • Produce performance and portfolio analytics for use in client reports
  • Attend to requests from client portfolio managers, fund managers, sales & marketing on peer performance and analysis
  • Attend to requests from client portfolio managers and fund managers on benchmark data
  • Maintain, create and monitor updating of benchmark models within the front office system
  • Contribute to the ongoing research and development initiatives of the team with relevance to performance and portfolio analysis
  • Collaboration with the local and global PAG team members in various projects and initiatives
  • At least 3 years relevant experience in a performance analysis, risk analysis, fund accounting or similar role
  • Bachelors degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
  • Understanding of portfolio analysis including performance calculation methodologies and risk analytics
  • Strong analytical and quantitative skills, comfortable with formulas, performance methodology and risk analytics
  • Ability to interact and communicate effectively
  • Highly organized and proactive
  • Ability to multi-task and with strong attention to detail
  • Audit and controls focused
  • Strong knowledge of Excel with knowledge in VBA programming an advantage
  • CIPM or CFA is an advantage
  • Experience in using Morningstar Direct is an advantage
  • Language skills – English required
43

Portfolio Analyst Resume Examples & Samples

  • Support Portfolio Specialists with market and fund data requests
  • Create impactful charts and presentations to support Portfolio Specialists
  • Write and take ownership for daily newsletter content
  • Draft summaries of conference calls
  • Create and maintain monthly fund attribution reports and quarterly fund updates
  • Act as backup on team mailbox and escalate requests as required
  • Source articles and content aligned with current market themes and fund sales opportunities
  • Disseminate conference call information, news releases and product information where appropriate
  • Manage positioning of fund and other product-related information
  • Provide product and market-related information to the marketing and communications team as needed
  • Assist with coordinating requests for conference calls and speaking engagements
  • Participate in activities that are meaningful to the communication of product information to our client groups
  • Develop market-oriented commentary and thematic articles
  • Various projects, as required
44

Crem Portfolio Analyst Resume Examples & Samples

  • Work with existing third party service providers and others in the real estate community to develop “mark to market” reports and update dashboard reports for active properties in the portfolio
  • Working with Portfolio Management team and third party service providers, develop “next nearest” reporting to inform clients of upcoming opportunities for efficiencies within the portfolio
  • Working with team management, review 36 month portfolio tickler schedule to identify and develop opportunities to meet client and Firm Management objectives and develop related analytics for review
  • Help to maintain data related to key performance indicators for team and third party service provider performance
  • Support ad hoc analyses as assigned by Portfolio Management Lead, including analyses for proposed real estate leases, subleases, acquisitions or dispositions
  • Work with Administration Manager and team to ensure portfolio reporting reflects team’s requirements and allows team to support client base
  • Work with Financial Control to understand and verify financial impact of opportunities identified or analyses developed
  • Work with other CS Real Estate teams (Project Management, Property Management, Portfolio Strategy, and Performance & Ops) as an issue warrants
  • Functional knowledge of accounting and finance with strong analytical skills preferably some experience in a Corporate Real Estate setting
45

Senior Portfolio Analyst Small Cap Value Resume Examples & Samples

  • This position works with the small cap value strategy performing foundational research
  • The person in this role may conduct independent research; attend company meetings, trade shows and conferences as needed
  • The incumbent will work under the direction and management of Lead portfolio manager of the group
  • Over time, the person in this role may be asked to cover specific sectors and make investment recommendations under the supervision of the portfolio manager
  • BA/BS degree required preferably majoring in Finance, Accounting, Economics, Mathematics, Statistics or other investment-related discipline
  • 5+ years of equity analysis/research/company valuation experience, ideally in a buy-side or sell-side environment
  • Proven ability to perform foundational research tasks on specific securities, companies and/or industries
  • Strong financial modeling competency
  • Ability to communicate results effectively
  • Ability and desire to work within a team environment
  • Pursuit of the CFA designation
  • Preference will be given to candidates with small cap research experience
46

Portfolio Analyst Resume Examples & Samples

  • The Portfolio Analyst will for a given set of portfolios
  • Provide daily cash forecast reports to Portfolio Manager
  • Ensure accurate portfolio positions are reflected on the accounting systems
  • Escalate any reconciliation items to the Portfolio Managers
  • Initiate FX transactions to be executed by Portfolio Managers
  • Calculate the valuation of derivative positions
  • Work with other Investment Operations departments and Investment teams to improve processing efficiency
  • Coordinate process design and implementation for new asset types and portfolio strategies
47

Risk Portfolio Analyst Resume Examples & Samples

  • Experience in Risk or Finance function or similar numerical/statistical role in other function
  • Must exhibit & embrace the GE Beliefs
  • Excellent communication and facilitation skills
  • Excellent IT skills and demonstrable ability to learn & use new IT systems/software
  • Excellent statistical/analytic proficiency & ability to synthesize available data into clear business presentations
  • Ability to handle concurrent tasks and resolve priority conflicts between stakeholders
  • Ability to partner with & support other functions (Finance/Pricing/Decision technolgy/Commercial etc.)
  • Proven ability to work independently and meet targets within tight deadlines
  • Passion for simplyfying tasks & developing more effective ways of working that support commercial success
  • Previous experience with SAS programming
  • Professionally qualified (CIMA, ACA, ACCA etc.) or studying towards same or recent relevant degree
48

Credit & Portfolio Analyst Resume Examples & Samples

  • Conduct drill down analyses on Cards Acquisition portfolio to isolate specific trends which need to be addressed and ensure portfolio performance is within benchmarks
  • Interface with Credit Operations, Collections Operations, Product & Marketing Teams & technology teams to facilitate TAT/Policy design and implementation
  • Enhanced usage of Bureau information and Credit scores in Cards Acquisition strategies
  • Support submission various local/global reporting requirements and also review these regularly to identify any portfolio stress triggers
  • Work with Product / Technology to support credit-policies implementation on Cards CDE system
  • Education - MBA or PG in (Economics/Statistics) from an established institute
49

IT Portfolio Analyst Resume Examples & Samples

  • Create and maintain IT Enterprise Architecture (EA) artifacts including technology strategy documents, technical diagrams, executive presentations and websites
  • Lead a collaborative effort to create and maintain IT Application Portfolio Management (APM) artifacts and provide APM data analysis to inform IT leadership and create new business insights
  • Lead a collaborative effort to create and maintain IT Portfolio Management artifacts including technical capability maps, gap and impact analysis, strategic roadmaps, initiative justification, technology plans, and financial summaries
  • Administer Enterprise Architecture and APM tools from Orbus Software
  • Create and maintain Extract Transform and Load (ETL) processes to interface EA tools with Configuration Management and Project Management data sources
  • Leverage industry frameworks for producing EA artifacts
  • Establish and maintain documentation standards and templates and processes
  • Ensure the completeness, consistency and quality of EA, APM, and IT Portfolio Management artifacts
  • Expert Visio Professional 2013 power user
  • Strong MS Office 2013 power user including Word, Excel and PowerPoint
  • Experience with data modeling, SQL and SQL reporting tools such as Microsoft SQL Server 2014 Report Builder
  • Experience producing exceptional technical artifacts and professional, data-rich reports
  • Strong IT technical understanding and experience
  • Experience with Extract Transform and Load (ETL) processes
  • Demonstrated excellence in verbal and written communication. Can communicate effectively with business leaders and technical experts at all organizational levels. Can communicate clearly and concisely
  • Organized, thorough, detailed and meticulous in performing work functions and producing work artifacts
  • Strong business and IT financial management acumen
  • Experience with business intelligence tools such as Microsoft Power BI or Business Objects preferred
  • Experience publishing and maintaining content in MS SharePoint preferred
  • Experience producing Enterprise Architecture documents and diagrams preferred
  • Understanding of the TOGAF 9 Enterprise Architecture Framework preferred
  • Experience with Enterprise Architecture Tools such as Orbus iServer or Troux preferred
  • Understanding of enterprise IT Service Management concepts preferred
  • Bachelor’s Degree in Computer Science, Information Systems or related field. MBA preferred. A combination of relevant advanced education and experience may meet this requirement
50

Credit & Portfolio Analyst Resume Examples & Samples

  • Partner with risk officers related to all aspects of their responsibilities: Annual Credit Reviews, Transaction Approvals, Portfolio Reviews, Classified Credit Reviews, Exposure Analysis
  • Responsible for completion of 7-9 per month existing counterparty Minimal Analysis Standards or Full Credit Material Change Annual or Interim credit reviews. Reviews include IA as Agent and Pension Plan Funds
  • Gather required information in order to assist and/or complete the credit review by utilizing credit systems and public data tools (e.g. Bloomberg, Moodys, S&P, Web). This may include financial statements analysis and application of various modeling techniques, stress testing, and VaR measurement
  • Assist with initial and ongoing credit due diligence and establishing/monitoring credit limits
  • Point of contact for incoming credit requests, liaising with product management/relationship management/support areas across the globe
  • Participate in the incoming requests of FX account approvals, including investigation of linking accounts to appropriate counterparties and partner with Credit Officer to advise if approved
  • Assist Credit Officers as requested on raising CDOs, Credit Approvals and/or Extension workflows for assigned or unassigned names and to ensure completion by month end
  • Develop and maintain an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
  • Develop and maintain a degree of technical and policy understanding with respect to credit risk , risk management and Citi Policy
  • 2-4 years Financial Services and Credit/Risk Experience. Experience in US & Canadian Regulated Funds, Pension Funds and Unregulated Funds and Separately Managed Accounts preferred
  • Strong verbal, written and presentation skills
51

Portfolio Analyst Emerging Market Debt Collateral Resume Examples & Samples

  • Organize and maintain monthly related sales materials
  • Organize and maintain materials around sales related meetings
  • Work with team members to ensure the above is completed on time and accurate
52

Credit & Portfolio Analyst Resume Examples & Samples

  • Display solid leadership skills and a thorough understanding of all the products utilized within the Funds Industry
  • Act as subject matter expert for NAV (Net Asset Value) Data analysts and assist with workflow management of the NAV Data Team
  • Provide leadership and direction to team of credit risk professionals
  • Proactively monitor exposures for the Funds Industry; ensure exposures are properly reported and exceptions resolved
  • Develop and maintain effective working relationships with colleagues in other areas of Risk Management
  • Good technical credit analysis skills and the ability to provide big picture concepts to analysts
  • Strong communication skills; proven track record of successfully working with Senior Credit Risk Management
  • Proven leadership skills in terms of managing people or a process directly or indirectly
  • Sound risk and business judgment on the full spectrum of risk issues
  • 3-5 years Credit/Risk Experience
53

Credit & Portfolio Analyst Resume Examples & Samples

  • Member of the CPB Regional LATAM MSBF Credit & Risk team
  • Provide analytic support to the monitoring of LATAM MSBF portfolios
  • Research the various sources of data available internal and external (Bloomberg, Reuters, S&P…) to provide management information relating to credit & market risk 9liquidity, volatility, concentration)
  • Assist to monitor stress test triggers for market movements
  • Responsible for an appropriate governance, End User Computing, reconciliation and control environment is in place
  • Co-ordination of the Self Assessment program for Policy/Analytics, Internal (Fundamental Credit Review –Audit Risk Review) reviews, Peer reviews and other external (OCC…) credit reviews
  • Preferably with at least 1 years experience in Credit & Risk
  • Experience & understanding of credit risk function of Secured segment & products, including credit, compliance/legal, operational & market risks
  • Some understanding of business management drivers
  • Self starter / Innovative & forward thinking
  • Self directed with strong drive for results
  • Some demonstrated experience in Private Bank secured Lending Risk in an analytical role is preferred
  • Proficient in English and Spanish (Portuguese will be a plus)
  • Business analysis related degree
54

Credit & Portfolio Analyst Resume Examples & Samples

  • Prepare score annual validation pack for regional review
  • Preparing quarterly score MIS and performance assessment
  • Support UAT testing for any system change
  • MIS and analysis as required
  • Assist RCSA testing and ensure scorecard conform to Global Policy and QA checks on score calculation
  • Develop strong working and influencing relationships between the team and stakeholders
55

Credit & Portfolio Analyst Resume Examples & Samples

  • Partner with clients, business and technology to understand and gather requirement needs
  • Act as liaison between Technology and credit/fraud business managers
  • Actively participate in cross-functional teams to identify process improvement opportunities as well as problem identification and resolution
  • Manage multiple, concurrent projects, as well as BAU efforts, through all phases of the project life cycle for assigned functions / work streams
  • Identify key risks and issues and develop appropriate mitigation plans. Escalate as appropriate
  • Communicate status and risk to stakeholders
  • Provide regular reporting of project progress
  • Create approaches to testing the Retail portfolios using portfolio risk utilities/tools and consumer origination systems
  • Management/maintenance of risk strategies
  • Create and maintain documentation of risk, policy criteria, system flows and procedures for Risk systems and processes
  • NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position
  • 8-10 years business experience with 3-5 years of project experience, including requirements development, testing and implementation
  • Bachelors Degree in financial services related field
  • Ability to identify key issues and determine appropriate solutions
  • Strong relationship building skills, including people, troubleshooting and negotiating skills
  • Risk management experience preferred
  • Knowledge of portfolio risk utilities/tools (e.g. Enterprise Fraud Detection, Legacy systems)
  • Knowledge of consumer origination and account management systems a plus
  • Must be able to perform all duties independently; may be required to lead junior team members in the performance of these duties
  • Proficiency in MS Office and Visio
56

Credit & Portfolio Analyst Resume Examples & Samples

  • Manage and maintain the proprietary fund database of counterparty capital and performance. Will involve liaising with several sources, including internal systems, internet and fund counterparties to obtain financial statements, monthly performance and disclosure reports, and other data as required
  • Work with platinum and priority clients to request vital information for approving credit limits
  • Partner with clients, sales and risk management to obtain and document relative quantitative and qualitative information about counterparty risk profiles used in grating credit approvals
  • Liaise with Credit Officers to periodically request and replace information necessary for ongoing risk management
  • Review exception information for proprietary database, identify issues and escalate accordingly to ensure counterparty risk is managed appropriately
  • Persistent in driving results
  • Organized with the ability to deliver results within specific timeframes
  • Understanding foreign exchange conversions
  • Access skills are a plus
57

Credit & Portfolio Analyst Resume Examples & Samples

  • Strong understanding of risk management, business strategies / actions, and portfolio performance and implications
  • Ability to develop and perform Financial and Risk analysis that addresses concerns and issues, and ability present them to management with a clear and concise approach
  • Ability to manage effectively in a high pressure environment with multiple deadlines
  • Knowledge of Essbase or Oracle Smartview a plus
58

Cards Risk Portfolio Analyst Resume Examples & Samples

  • Bachelor's degree in engineering or finance or statistics from reputable university with min. GPA of 3.0
  • Fresh graduate or experienced max 3 years
  • Good verbal and written communication and negotiation skills
  • Strong analytical and logical thinking
  • Programming and database knowledge is a plus point
  • High willingness to learn
59

Credit & Portfolio Analyst Resume Examples & Samples

  • Experience in credit risk, familiarity with Citi's consumer and institutional business an advantage
  • Proficient with Excel. Formulas required. Experience with VBA a plus
  • Familiar with or willing to get familiar with programming languages (SAS, Java)
  • Can work independently and can be resourceful to get the job done
60

Credit & Portfolio Analyst Resume Examples & Samples

  • The candidate will be an integral member of the FIRM Hedge Fund Credit Risk Team, and will be actively engaged in evaluating hedge fund credit risk by analyzing trading activity and ensuring Citi's exposure remains in-line with established risk guidelines
  • Manage and maintain the proprietary hedge fund database of counterparty capital and performance. Will involve liaising with hedge fund counterparties to obtain financial statements, monthly performance and disclosure reports, and other data as required
  • Maintain data integrity in the Hedge fund database; notify credit officers on any unusual movement in performance or trigger breaches
  • Monitor ISDA/CSA credit terms, ensure all credit systems updated correctly, identify & escalate breaches, oversee resolution with analysts and Legal
  • Candidates are expected to have strong communication skills, both oral and written
  • 1-2 years financial services experience recommended
61

Portfolio Analyst Resume Examples & Samples

  • Perform the initial due diligence and recommendation of third party asset managers, including the qualitative review of the manager’s investment management process and the quantitative analysis of performance, asset allocation, and style consistency. The due diligence process includes on-site visits of managers, many of whom are located outside of Milwaukee
  • Responsible for the ongoing monitoring of asset managers, including the monitoring of a standardized scoring model, performance attribution analysis and qualitative assessment of investment team and process on a quarterly basis to ensure that a negative trend is not developing, and recommending manager removal when necessary
  • Effectively utilize the department's multiple software programs (Morningstar, FactSet, Bloomberg) to accurately analyze the performance and style of managers and mutual funds
  • Research asset classes including domestic and international equity, domestic and international fixed income, and alternative investments for potential use in client portfolios
  • Participate in other duties/projects as assigned, such as analyzing retail and institutional client portfolios, writing white papers, et cetera
  • Bachelor’s degree in finance, business, or other related field. Minimum of five years of investment industry experience; prior experience in investment consulting field preferred. MBA with finance concentration and/or CFA charter holder candidate preferred
  • Strong mathematical, statistical and computational abilities; experience with investment performance measurement and investment manager evaluation
  • Adept with spreadsheets, databases, presentation and word processing applications
  • Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills
  • Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations. Demonstrated time management skills
  • Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis
62

Portfolio Analyst Resume Examples & Samples

  • Provides support in the evaluation and analysis of multiple portfolios of information technology related work
  • Ability to pass a sensitive security/background investigation
  • 4+ years of experience including
  • Experience using Agile
  • Experience with FDIC
63

Portfolio Analyst Resume Examples & Samples

  • Manages the collateral management and credit transaction component of an assigned portfolio of Asset Based Lending (ABL) accounts
  • Ensures timely, accurate completion of client uploads to ensure collateral values are followed and to determine client funding availability
  • Ensures availability is accurately calculated, mitigating undue risk by ensuring proper reserves and ineligibles are taken
  • Monitors client’s compliance to the terms and conditions of loan and other agreements, assists in completing annual reviews of facilities
  • Ensures periodic and at least quarterly monitoring of all borrowers and identifies trends in the financial condition of accounts
  • Completes the analysis of the monthly reporting provided by the borrower to ensure client is operating within ABL requirements
  • Responsible for data integrity of accounts in the assigned portfolio, ensuring bank systems are correct
  • Assists in ensuring all supporting documentation is provided in timely fashion
  • Investigates and provides comments daily to Portfolio Management on credit excesses
  • Identify and be alert for revenue opportunities that can be taken to Portfolio Management for consideration
64

Portfolio Analyst, Equities Resume Examples & Samples

  • Bachelor's degree in Finance, Economics, Math, and/or Statistics
  • CFA designation or studying towards the CFA preferred,
  • Excellent written and oral communication skills with supporting evidence of both
  • Proven computer proficiency, particularly with MS Excel, Powerpoint, and Access
  • Experience working with a multi-manager, fund-of-fund, investment consultancy or asset management organization preferred, though exceptional candidates who can demonstrate the necessary skills may also be considered
65

Portfolio Analyst, Equities Resume Examples & Samples

  • Progression towards CFA preferred
  • Strong analytical skills, both qualitative and quantitative.  
  • Knowledge of investment performance attribution is required.   
  • Significant experience with Microsoft Excel and PowerPoint is required. 
  • Excellent written and oral communication skills with supporting evidence of both   
  • Experience of forming and presenting recommendations/opinions to colleagues.      
  • Ability to execution on time, under pressure, and with quality
66

Portfolio Analyst, Listed Real Assets Resume Examples & Samples

  • Bachelors degree in a relevant field required (e.g., Business, Economics or Finance)
  • Ideal candidate will have one to three years experience in a similar field in an asset management organization though exceptional candidates who can demonstrate the necessary skills may also be considered
  • Good written and oral communication skills (including presentations)
  • Proven computer literacy with strong experience in Excel and PowerPoint
  • Good knowledge of equity investing techniques and capital markets
  • Should demonstrate knowledge of statistics utilized in investment performance analysis
67

Credit & Portfolio Analyst Resume Examples & Samples

  • Assist in the daily management of limits and credit exposure of the inter-affiliate portfolio. Proactively monitor exposures; undertake analysis/ investigation where required to ensure exposures are properly reported and exceptions resolved. This may include interacting with Sales and Trading as well as FI Risk to understand the credit transaction
  • Assist FIRM NY with requests for trading documentation where needed working with Legal & FIRM to advise on terms. Run risk rating scorecards for Citi affiliates with active inter-company exposures where deemed necessary. Perform limited analysis of Citi entities where necessary
  • Contribute to the inter-affiliate annual review package presented for review & approval to the CRO of CBNA , CGMI, CGML, CEI and others
  • Develop a strong understanding of the U.S. regulatory rules around inter-affiliate transactions as well as the impact of Dodd-Frank and affect on Legal Lending Limits
  • Gain a working knowledge of global regulations in select regions where local Citi affiliates are regulated and require management of inter-affiliate transactions in order to assist local risk management when required
  • Develop an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to Citi affiliates
  • Develop an understanding of Treasury, Business and Finance functions in order to have a working knowledge on the drivers (e.g. liquidity management, hedging risk), of inter-affiliate transactions. This will allow the individual to advise and assist in drawing conclusions when requests for new transactions arise
  • Coordinate with other departments and various levels of management regarding credit risk reporting issues, including investigating data issues, and resolving reporting errors. Serve as subject matter expert regarding credit risk reporting; develop and implement solutions as warranted
  • Gather required information in order to assist the credit review process by utilizing credit systems and public data tools (e.g. Bloomberg, Moody’s, S&P, Web)
  • Work with system architects to define appropriate technology solutions. This also includes planning, coordinating and participating in test phases prior to implementation
  • Liaise with Risk Architecture and Risk Technology to identify and champion technology initiatives addressing inter-affiliate risk management and reporting requirements within current risk systems
  • Demonstrate and maintain effective knowledge of Credit Policies and procedures, regulatory requirements and management instructions, and any other applicable Firm policies and procedures and be able to interpret and apply as necessary
  • Apply analysis skills to spreadsheets and other data sources to provide well-developed conclusions and recommendations
68

Senior Portfolio Analyst Resume Examples & Samples

  • Produce customized performance reports for use within team
  • Build/maintain periodic analytics to support formal performance review
  • Build/maintain ’standard’ analytics to support telephonic and on-site investment reviews with current & prospective subadvisors
  • Manage / coordinate performance-based material for Board decks
  • Manage relationship with the Portfolio Analytics Group (PAG) and other business partners that report data relevant to the Subadvised Strategies Team
  • Streamline and Run ’standard’ analytics to support Board Meetings with current subadvisors
  • Develop and Run “supplemental data” for searches
  • Develop and manage eVestment templates including fundamental and performance-based metrics
  • Build/Develop automated tracking of multi-manager allocations (via EDW)
  • Extract and archive Fixed Income data from Aladdin
  • Run ranking and behavioral models on quarterly basis for select asset classes & formal searches
  • Improve the efficiency & efficacy of the Quantitative Ranking model and the Behavioral model
  • Support record retention and accessibility initiative. Transfer and consolidate research data into ‘Tamale’ (a repository for research notes and data, including documents, spreadsheets and presentation decks)
  • Degree in finance, mathematics, statistics, economics or computer science
  • 1+ years of industry experience with graduate degree
  • 2+ years of industry experience with undergraduate degree
  • Technical aptitude and familiarity with databases and data integration
  • Proven attention to detail, with the ability to work under tight deadlines
  • Strong quantitative and problem solving skills, with the ability to pull together, organize and analyze large quantities of data and to check the output for accuracy and reasonableness
  • Familiarity with analytical tools employed by analysts (FactSet, Aladdin, eVestment, Lipper, Morningstar, etc.)
  • Preference will be given to candidates who have achieved or are pursuing the CFA designation
69

Portfolio Analyst Resume Examples & Samples

  • 3 – 5 securities and financial markets experience with a focus on portfolio administration, portfolio management, investment operations or trading support roles
  • BA / BS in Finance, Economics, Business Administration or related field
  • Series 7, 63/65 or 66 (or ability to obtain licenses within prescribed timeframe)
  • Basic understanding of the broker/dealer industry, the distribution channels served, managed accounts, trade practices and portfolio rebalancing
  • Experience with Fiserv Security APL or other portfolio accounting and portfolio management systems
  • Experience with equities, fixed income, mutual funds and ETFs
  • Strong computer skills – specifically Microsoft Excel and Access
  • Proficient business math skills
  • Self-directed, team player, who works well under minimal supervision
  • Organizational awareness an asset
  • Strong interpersonal, communication (written and oral) and organizational skills
  • Excellent prioritization skills with proven ability to manage multiple tasks and meet deadlines
  • Willingness to aggressively learn new skills / products in a short timeframe
  • Detail oriented with the ability to follow tasks / assignments to completion
  • Ability to work in a fast-paced ever-changing environment and meet established company deadlines with proven success
  • Prior portfolio accounting reconciliation trade processing experience
70

Credit & Portfolio Analyst Resume Examples & Samples

  • Preparation of portfolio reporting, portfolio stress test and other risk reporting tasks
  • Ensure integrity of data and systems reporting
  • Work with various Global Industry and Regional Markets team to develop and test scenario analysis used for Comprehensive Capital Analysis & Review (CCAR) submissions
  • Must be able to interpret and present trade data and stress results to Senior Management
  • Supervising 5-10 analysts
  • Leading the analysts in projects, giving guidance and support
  • Strong team player able to supervise as well as work well independently
  • Ability to build key cross functional and cross business relationships
71

Portfolio Analyst Resume Examples & Samples

  • MBA and/or CFA, or current pursuit of either
  • At least 3 years work experience in Investment Management
  • Series 7 and 66
  • Ability to work independently and embrace responsibility
  • Excellent grammar and writing skills
  • Ability to influence people and extract information
72

Portfolio Analyst Resume Examples & Samples

  • Participate in portfolio management activities for Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate
  • Collaborate with our existing Private Client Sales teams to achieve goals
  • Collaborate with our OCIO Investment team to enhance understanding of market, strategy and messaging
  • A strong team player, with a positive attitude, willing to work across product or geographic lines
  • Unquestioned work ethic. Humility, maturity and sense of humor. Positive demeanor
  • Excellent communication skills – written and verbal. Ability to professionally interact with clients
  • Detail oriented with a strong ability to multi-task and work under pressure in a fast paced environment
73

Portfolio Analyst Resume Examples & Samples

  • In depth knowledge of market dynamics and sell-side interactions
  • In depth understanding of portfolio analytics tools and of the reports generated by the analytics tools
  • Basic understanding to Asia/Emerging Markets
  • Bachelor’s degree or 2-3 years equity analysis and research experience
  • 2-3 years of investment or relevant business experience
  • 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired
74

Credit & Portfolio Analyst Resume Examples & Samples

  • Employ portfolio management concepts, hedging and other risk management techniques across
  • The portfolio, with a strong emphasis on creating and analyzing solutions for a breadth of issues
  • Coordinate or be a key participant in multi-functional teams that originate, structure and
  • Implement strategic frameworks in the Bank that impact the global ICG portfolio
  • Manage and execute portfolio management strategies against ICG global credit and market risk
  • Concentration limits
  • Apply advanced portfolio management analytical techniques for the development and ongoing
  • Execution of risk mitigation frameworks including macro hedging
  • Work closely with PMG manager and bankers in their daily functions and oversee the specific
  • Activities of the Analyst team including analysis of the portfolio data
  • Translate industry, product and macroeconomic developments into potential risk mitigation strategies for managing Citi’s exposure
  • Experience or working knowledge in risk management principles, debt & equity capital markets, corporate finance and macroeconomic drivers in a plus
  • Strong inter-personal skills, confidence to interact with senior internal management and a wide range of internal departments
  • Strong technical skills (Excel, PowerPoint, Bloomberg, Factset, and Capital IQ)
  • Self -starter with a curious mind and a team-player mentality
  • Analytical undergraduate degree (Business, Science, Mathematics, Economics, Engineering) required; MBA preferred
75

Loan Portfolio Analyst Resume Examples & Samples

  • Maintain the updated the “Purchase Accounting loan” tracker
  • Support the Team leader in the preparation of the quarterly Reserve Adequacy Review
  • Together with Risk team perform periodic reconciliation of the Loan Portfolio data and – under
  • Bachelor’s Degree with some years of experience in finance
  • Financial services knowledge
  • Technical accounting skills (IFRS and US GAAP)
  • Financial reporting systems knowledge (Oracle, Hyperion etc.)
  • Good knowledge of Excel and Power Point
76

Institutional Portfolio Analyst Resume Examples & Samples

  • Execute the accurate and timely completion of client trade requests, including mutual fund orders, in accordance with stated policies and procedures
  • Analyze impact of cash and market movements within individual accounts and suggest and prepare trade allocation programs for various investment products based on those movements
  • Enter trades into trading platform and oversee the completion of the trades by monitoring and communicating with Traders to ensure that orders are executed as specified
  • Monitor account restrictions and guidelines on a daily basis to mitigate trading risk
  • Evaluate, coordinate and institute risk management and efficiency improvement measures to continuously improve the trading process
  • Participate in the evaluation of new accounts with Compliance Team to determine and evaluate restrictions and guidelines
  • Collaborate with internal teams to ensure that client accounts are properly configured in accounting and trading systems
  • Lead production of a variety of client related and management reports for internal use
  • Actively evaluate operating environment and spearhead implementation of solutions to continuously streamline and improve processes and procedures
  • At least three years financial industry experience
  • Bachelor’s degree in Finance, Economics or related subject and/or commensurate industry experience
  • Ability to multi-task and establish priorities in a fast paced environment
  • Ability to handle confidential material with utmost discretion
  • Experience with trading and portfolio modeling systems – experience with Advent’s MOXY and/or Charles River a plus
  • A personal interest in financial markets
77

Senior Portfolio Analyst Resume Examples & Samples

  • 50%: Portfolio Reporting   
  • Actively monitor and analyze portfolio risk profile / trends on a segmented portfolio basis, identifying risk issues or opportunities
  • Provide support to explain variances to plan, recommend adjustments to decision strategies and business plans as necessary
  • Present findings clearly to ensure effective communication and understanding
  • Provide portfolio information on a product segment basis to assist, where required, Regional Credit with transactional decisions
  • Design and create portfolio monitoring reports including where necessary ad hoc reporting, to allow for effective managing of the Consumer and Small Business portfolios
  • 50%: Portfolio Analysis
  • Conduct a regular comprehensive “Health Check” to validate the credit quality of borrowers under various economic scenarios (current conditions, forecasted conditions and stressed conditions)
  • Provide on-going and regular support relative to risk analysis and portfolio monitoring and control to internal groups (e.g. Financing Products; Account Management Group) or external groups (e.g. Third Party originators)
  • Use advance portfolio management techniques to identify opportunities for growth and areas to tighten with an aim to maintaining portfolio performance within the Bank’s approved risk appetite
  • 5 years experience working in banking with the majority of the time spent in risk
  • University Degree in Math or Business Math, Computer Science, Engineering or Statistics – strong quantitative background
  • Expert knowledge of data mining and analytics
  • Expert knowledge of report production software e.g. SAS, SQL, Word, Excel, PowerPoint
  • Advanced knowledge of Risk Management theory, processes and portfolio management techniques
  • Working knowledge in Consumer and Small Business Credit Risk
  • Working knowledge of credit capital (both regulatory and economic)
  • Working knowledge of the BMO’s Personal Loan and Small Business Loan product offerings
  • Analytical/Systems Thinking
  • Conceptual/Strategic Thinking
  • Financial Understanding
  • Teamwork and Cooperation
  • Market/Environmental Awareness
  • Ability to network and establish industry relationships
  • Listening, Understanding and Responding
  • Organizational Communication
  • Good communication (verbal and written) skills
  • Enterprising personality able to deal with tight deadlines
  • Ability to work with limited supervision on numerous activities simultaneously
78

Credit & Portfolio Analyst Resume Examples & Samples

  • To prepare annual and interim credit analyses for CMB clients in Citibank Turkey portfolio
  • To assure timely submission of credit analyses and to increase quality of credit work by solving problems that arise during the preparation in a practical & logical manner
  • To closely follow-up local regulatory changes and provide feedback about the possible effects on the respective sectors
  • To evaluate the viability of new customers from the credit point of view through using detailed technical know-how
  • To recommend proactive credit strategies (Hold, Increase, Decrease, Exit) for the existing customers based on the changes in their creditworthiness by integrating the quantitative and qualitative aspects of the credit with the revenue considerations and to take responsibility for crucial business decisions
  • To prepare industry studies and/or industry credit reviews
  • To maintain good working relationship and cooperative attitude both within the local branch and Citibank branches abroad
  • To build strong working relationships with RM’s and clients in order to get crucial information for accurate risk analysis
  • To actively manage special projects
79

Portfolio Analyst Resume Examples & Samples

  • Minimum 3 years of Investment Management and Services experience required
  • Minimum 3 years of experience working in a professional team environment required
  • Series 7 and 66 license required
  • Ability to work independently and use sound judgment in advising clients on critical transactions and in executing transactions on their behalf
  • Sound knowledge and understanding of various departments within City National Rochdale, including but not limited to the portfolio analysis, operations and research departments and how the functions of these teams impact the portfolio management process
  • Comprehensive understanding of CNR investment and research philosophy
  • Ability to effectively address Client or FA trade and investment related questions
  • Extensive knowledge of the Firm’s proprietary trading system, as well as the portfolio accounting system
80

Junior Portfolio Analyst Resume Examples & Samples

  • Help the portfolio management team prepare and improve portfolio models, applying programming skills to streamline and automate processes
  • Maintaining current tools and developing new quantitative tools in generating investment ideas for the investment management team
  • Working closely with Investment Risk and Investment Operations teams in administering the portfolios, managing risk and ensuring compliance
  • Working with Fund Accounting team in portfolio NAV valuation and performance attribution
  • Act as the conduit between the investment management team and dealing desk by managing trade orders
  • Preparing and responding to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and client requests in conjunction with product management team
  • 2-4 years experience on the buy side or previous portfolio management experience
  • High competency in Microsoft Excel
  • Ability to program in VBA, SQL (quantitative skills)
  • Comfortable operating in a team environment, corporate culture essential
  • Mature, accountable and responsible
  • Self-starter and motivated
  • CFA-qualified
  • Native fluency in English, in addition to Cantonese or Mandarin preferred
  • Solid understanding on value-investing; Buffet, Munger, Graham, Fisher etc
81

Credit & Portfolio Analyst Resume Examples & Samples

  • Managing a group of analysts within the GIRM/FIRM space for one of the industry teams (hiring, training, performance management, evaluation and monitoring)
  • Building strong relationships with counterparts in GIRM/ FIRM units across regions
  • Responsible for industry analysis and developing domain expertise for focus industry vertical including the preparation of industry dashboard and stress test and portfolio reviews
  • Overall responsibility for both individual and industry analysis
  • Managing the team workflow and ensure timely completion of assigned activities
  • Supervision of teams and taking final responsibility for quality control in the credit approval process
  • Skill development and mentoring of Senior Analysts and Analysts to facilitate growth within the organization
  • Coordination and communication with GIRM/FIRM industry units
  • Demonstrate sound judgment on appropriateness
  • Graduate (with 6-9 years of experience in related discipline) or MBA/CA/US CFA with 4-5 years of Risk/Research related experience
  • 4-5 years of banking experience
  • MBA/CA/US CFA/CPA
  • 6-8 years of experience in analyzing corporate borrowers or being involved in the delivery of structured solutions to customers
  • Excellent understanding of financial statements and accounting standards
  • Excellent understanding of legal systems and documentation
  • Team management capabilities
  • 6-8 years of banking or analytical experience with credit rating agencies, preferably with focus on corporate clients
82

Credit & Portfolio Analyst Resume Examples & Samples

  • Understanding of Accounting and Finance concepts
  • Graduate with 0-3 years of experience in Finance & Accounting or MBA/CA/US CFA with 0-3 years of experience
  • Strong Relationship building across internal partners
83

Credit & Portfolio Analyst Resume Examples & Samples

  • Monitor performance of counterparties and conduct quarterly and annual reviews as required
  • Participating in ad-hoc projects, preparing credit updates for senior management and portfolio bankers
  • Monitor trading limits & exposures of companies to ensure that credit risk levels are within the firm’s risk tolerance
  • Excellent written and communication skills (required)
  • Proficient in MS Office and Excel (required)
  • Strong analytical and problem solving skills (preferred)
84

Portfolio Analyst Resume Examples & Samples

  • Bachelor’s degree or minimum 2 years of banking experience required
  • Minimum 1 year of credit experience required
  • Minimum 1 year of experience in database reporting and computer languages including SQL required
  • Working knowledge of PC computing environments, experience with database reporting, and experience using reporting/query tools such as Brio, MS Query, MS Access, Crystal Reports or Business Objects
  • Good knowledge of accounting and financial analysis techniques
85

Portfolio Analyst, Overlay Services Resume Examples & Samples

  • Knowledge of investment concepts, portfolio account and investment operations with 2 years of experience
  • Three years of relevant experience
  • Excellent verbal/written communication
  • Problem solving / entretpreneurial approach/initiative
  • Analytical, detail-oriented and very precise with numbers
  • Highly organized with ability to prioritize assignments with minimal supervision
  • Proficiency with PC Windows-based applications and comfort working with database applications
  • College Degree in Business (Finance/Accounting/Economics) or other quantitative discipline required
  • Master’s Degree in Finance/Accounting preferred
  • Progress towards CFA/CAIA/CPA/FRM preffered
86

Portfolio Analyst, Multi Resume Examples & Samples

  • Minimum of two years of relevant experience in the financial services industry
  • Ability to work under pressure, and to work on different projects simultaneously
  • Ability to quickly learn internally developed tools and systems
  • Working knowledge of equities, fixed income, and derivative instruments
  • Has experience applying quantitative and qualitative oriented analysis
  • Experience with FactSet, Bloomberg, and/or risk management tools
  • Execution: Ability to execute on time, under pressure, and with quality
  • Critical Thinking: Explores all sources of information. Provides honest analysis for effective, timely, decisions
  • Communication skills: Asks for clarification when appropriate, and must have excellent written and oral communication skills
  • Demonstrated ability to work in a team-oriented environment
87

Credit & Portfolio Analyst Resume Examples & Samples

  • 3 + years of relevant Risk Management experience
  • Strong knowledge of Risk and Control activities including but not limited to Managers Control Assessment (MCA), Quality Assurance Framework (QAF), Regulatory Control Matrix (RCM), Global Credit Initiation Practices (GCIP) and Continuity of Business (CoB), Information Security and Records Management
  • Highly motivated, organized and methodical with strong analytic skills
  • Excellent verbal, written and interpersonal communication skills - Ability to build consensus and influence outcomes
  • Excellent organizational skills; ability/flexibility to handle multiple tasks and changing priorities and willingness to take ownership of various parts of a project
  • Possesses a positive, hard-working, energetic 'can do' attitude
  • The ability to interact professionally and knowledgeably with all levels of personnel, including senior management
  • Advanced MS Excel and Access skills is a Plus
88

Portfolio Analyst Resume Examples & Samples

  • Support internal sales force within Private Banking Americas in the definition and reconciliation of customized asset allocations
  • Utilize innovative asset allocation modeling system to define portfolio compositions and portfolio profiles
  • Individual will work closely with internal investment strategy and portfolio construction teams to gather and understand investment profiles to support asset allocation and portfolio proposals
  • May perform other support duties and responsibilities that management may deem necessary from time to time
89

Credit & Portfolio Analyst Resume Examples & Samples

  • Help provide oversight to enhance coverage and completeness of Stress testing framework
  • Review modelled stressed impact of financial markets and market factors affecting credit risk exposure of ICG trading businesses. Communicate effectively with risk managers, risk analytics and other teams on the results of stress testing and exposure highlights
  • Play a key role in SFT stress testing for CCAR and help respond to various Ad-Hoc Regulatory requests
  • As part of the CCAR process, assist with the oversight of the stress calculations, projects and initiatives
  • Develop deep understanding of stress and exposure calculations as well as aggregations performed by Risk Architecture, Risk Analytics and Technology
  • Build effective communications with other teams, senior management and regulators on the results of stress testing
  • Provide ad-hoc support to management inquiries with respect to credit risk exposure numbers. Diagnose problems and recommend solutions / fixes
  • Good understanding of market and counterparty credit risk management principles, techniques, and methodologies for OTC derivatives, Securities Financing Transactions, and cash-settled products
  • Good analytical skills and solid understanding of business and economic statistics
  • Strong ability to multi-task and manage multiple projects. This involves planning, execution and reporting across multiple platforms
  • Strong problem solving skills required along with a high attention to detail
  • Excellent communication and interpersonal skills to communicate with clients and management, both verbally and written
  • Solid understanding of data analysis and data mining or a track record that demonstrates high aptitude to learn these skills
  • Knowledge of the project and development lifecycle as well as project management concepts and controls
90

Portfolio Analyst Resume Examples & Samples

  • Manages workflow and document production against critical dates and lease obligations
  • Adheres to document management standards, records retention requirements, and landlord communication guidelines. Documents and files critical lease information
  • Collaborates with portfolio managers on the interpretation of contractual agreements. Acts as subject matter expert regarding the lease renewals and amendments and the process related to our business and Company standards
  • Collaborates with multiple business unit partners by representing the portfolio business unit, department or functional area on cross- functional project teams
  • Conducts lease-related renewal evaluations and analysis, identifying exceptions to Company standards, and obtaining approvals from applicable departments
  • Establishes and maintains strong working relationship with fellow partners to drive the successful operation of the retail store
  • Manages the dissemination of pertinent lease information into all appropriate lease management systems, ensuring accuracy and timeliness
  • Monitors project schedules in support of strategic initiatives to ensure timely review and execution of lease and other related documents to safeguard existing real estate assets
  • Commercial real estate or comparable business experience (2 years)
  • Lease analysis and abstracting experience (2 years)
  • Property management, paralegal, legal assistant or lease administrator (2 years)
  • Administration of commercial real estate contracts or comparable business experience (2 years)
  • Business analysis (2 years)
  • Proficiency in the interpretation of contractual agreements
  • Ability to prioritize work with limited supervision
  • Ability to comprehend basic financial metrics
  • Ability to establish cross functional, collaborative relationships with business partners and to deliver excellent customer service
  • Equivalent military experience
91

Product Portfolio Analyst Resume Examples & Samples

  • Timely Stakeholder Management and collaboration
  • Application Run Cost Transparency. Track predicted Run Cost changes
  • Application Consumption Transparency. Track predicted Consumption changes
  • Transparency of the Baseline of Global IT Applications
  • Track IT Application Baseline Changes, by type of scope change. Ensure adherence to standard product portfolio governance
  • Capture, clarify, handle backlog of Service/ Product Portfolio Management & TCO report requirements
  • Report design and development
  • Report execution (key tools: TCO database, ITAR) and distribution/ communication of reports
  • KPI Measurements and Reporting e.g. portfolio data quality, performance
  • Service Portfolio Management Process
  • Project Portfolio Management Process
  • 4-7 years of overall experience in financial planning & analysis and reporting with minimum 2-3 Years of relevant experience in Business Analysis, Research Analysis, Financial Analysis and Management within IT or Information & Communication Technology industry
  • Bachelors in Commerce & Business Administration or Management
  • Master’s in Business Administration (Specialization in Finance, General Management, IT)
  • Knowledge of database, SQL
  • Expertise in reporting tools (Excel & other statistical tools)
  • Basic understanding of IT products/ operations, IT cost structure (Capex/ Opex) and business finance
  • Technical Certification in Business Analytics, Financial Modelling, IT Product Management preferable
92

Portfolio Analyst Resume Examples & Samples

  • 4-7 years of overall IT functional management experience with minimum 2-3 Years of relevant experience in IT Portfolio Management/ Product Management & Information & Communication Technologies platform
  • Bachelors in Commerce & Business Administration/ Management/ Engineering
  • Master’s in Business Administration (Specialization in Finance and/or IT)
  • Minimum 1-2 years of experience in financial planning & analysis and reporting preferable
  • Experience in performing trend analysis and simulations (predictive modeling/extrapolation)
  • Technical Certification in Financial Management/ Research Analysis/ Product or Project Management preferable
93

Portfolio Analyst Resume Examples & Samples

  • Position provides support for the High Yield Corporate Bond Team
  • Responsible for gathering and analyzing large datasets and communicating findings to Sr. Investment Professionals in support of portfolio decisions
  • Provide analytical, quantitative and technical support for the reporting needs of the High Yield team
  • BA or BS in Finance, Economics, Accounting or Mathematics
  • High level of initiative and organizational skills
  • Strong knowledge of Fixed Income Securities
94

Portfolio Analyst Resume Examples & Samples

  • Develop and implement investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams. A primary responsibility will be to trade portfolios
  • Assist in the management of all aspects of client relationships, including communication and coordination with Portfolio Managers, Strategic Advisors, Account Administrators and Marketing
  • Assist with client reporting and related materials
  • Helps monitor global markets and client investments
  • Participate in investment manager due diligence meetings and quarterly conference calls
  • Two (2) to Five (5) years’ experience within the finance industry
  • Bachelor’s degree in Finance, Economics or related subject
95

Credit & Portfolio Analyst Resume Examples & Samples

  • Key team player in preparation of risk-related CBNA management material
  • Lead and assist with various Risk-related strategic projects and ad-hoc requests
  • Interact with various subject matter experts and members of the CBNA Risk Committee
  • Strong analytical skills with a working knowledge in the principles of credit risk and/or market risk, capital markets and finance
  • Understanding of basic risk management measures: OSUC, NCL, LLR, CVA, and VaR
  • Exceptional writing skills, with ability to synthesize complex concepts, translate into "user-friendly" language, and effectively present in text or slide format
  • Ability to think one or two steps ahead of the assigned task
  • Ability to think critically and understand what the senior management Risk Committees would find relevant
  • Ability to quickly assimilate and analyze large amounts of information
  • Strong Follow Up Skills
  • Excellent influencing, facilitation, and partnering skills. Ability to build a strong internal network across firm
  • General knowledge of credit and retail/investment banking products
  • Proficiency in MS Office (Excel, Word, PowerPoint)
96

Credit & Portfolio Analyst Resume Examples & Samples

  • Responsible for leading, developing and optimizing complex data and reporting solutions
  • Responsible for working with large data sources
  • Research the various sources of data available internal and external (Bloomberg, Reuters, S&P…) to provide management information relating to credit & market risk &liquidity, volatility, concentration)
  • Assist to monitor the appropriate tools/procedures, Loanable Values, collateral monitoring, and infrastructure/processes to manage the MSBF portfolios
  • Computer programmer with experience in software development and data modeling
  • Preferably with at least 1 years’ experience in Credit & Risk
  • Must be able to organize and prioritize multiple assignments and meet tight deadlines
  • Advanced skills in Microsoft Access or Excel required with the ability to write complex. macros a plus
  • Self-starter / Innovative & forward thinking
  • Self-directed with strong drive for results
  • Bachelor degree in Computer Science or similar discipline
97

Wholesale Portfolio Analyst Resume Examples & Samples

  • Administer VCI’s financial statement compilation and spreading application for optimal utilization, continuously developing this application to maximize its effectiveness in the areas of financial information development, processing, accuracy, trending and reporting
  • Maintain and update monthly wholesale loss reserves forecast to effectively hedge financial performance of the company against expected losses within the wholesale portfolio
  • Using the VCI’s wholesale data warehouse and various data mining tools, monitor portfolio credit quality, loan balances, line usage, account acquisition/loss, audit results, funding results, dealer count and other changes on a daily, weekly and monthly basis
  • Monitor team strategy; participate in process efficiency efforts and strategy adjustment implementation
  • Provide insight and consultation to team leaders regarding portfolio management initiatives and loss forecasting
  • Continue the improved utilization of existing statistical modeling tools (Dealer Rating Model) as predictive models to be utilized to discover and question changes in wholesale portfolio risk quality
  • Forecast commercial portfolio risk, describe borrowers’ repayment behavior, and estimate the probabilities of credit losses and recovery based upon financial dynamics and their relationship to VCI’s mission of supporting the growth of VW group
  • Determine and explain changes in borrowers’ credit quality provide and/or present reports to the organization’s field staff, corporate staff and senior management as necessary
  • Participate in various technology application user groups and develop benchmark analysis for comparing VCI’s processes and performance to competitors
  • Collaborate with colleagues to set attainable joint objectives and priorities, motivate their behavior and support their successes. Develop and enhance colleague’s skills and talents through ongoing training, learning and sharing of knowledge
  • Commitment to providing information that is both accurate and timely
  • Combine technical expertise, along with business acumen and context to prepare ad hoc reports and test their outputs against a “common sense” perspective to validate the results
  • Conversion of financial data into usable condensed formats (business intelligence) suited to board level presentations so that desired transparency is realized throughout all levels of the company
  • Bachelors Degree in Accounting, Finance, Economics or related field
  • CPA, CMA, CFA
  • Minimum 5-7 years professional experience to include
  • 3+ years working for automotive finance or related company/banking experience
  • 3+ years in commercial or wholesale related credit analysis for a major lending institution or, commercial credit administration and/or financial analysis in a field and/or Corporate capacity
  • Working knowledge of Accounting and Financial Analysis
  • Familiarity with Commercial Credit granting practices
  • Familiarity with the measures of Corporate Liquidity, Capital Structure and Solvency
  • A conceptual understanding of statistical analysis, regression analysis, hypotheses testing, measures of dispersion, probability concepts, correlation analysis and time series analysis
  • Demonstrated computer skills using Excel, Word, Power Point, Business Objects
  • Strong verbal, business writing and presentation skills
  • Ability and Willingness to Relocate for future developmental assignments is mandatory
  • Strong skills in Access, Business Objects, Data Mining
  • Experience working with an OEM
  • VWoA Group related Experience
  • Automotive Retail Experience
  • 8+ years of professional experience
98

Credit & Portfolio Analyst Resume Examples & Samples

  • Validation and Monitoring of Branded Card Portfolio data to the quality standards set, and continuously establish communication within team to improve the data quality and processes
  • Perform data reconciliation with internal or external data source to ensure the quality and consistency of the data
  • Work on Integration of data sources and the development of data routines to create standardized datasets from raw data
  • Work on implementation of advanced statistical methods and innovative techniques for validation and monitoring of various critical data elements to enhance data accuracy
  • Coordinate addressing of ad hoc data requests from various local, regional or global risk functions
  • Write and execute programs/jobs (SAS code utilizing DATA step, PROC SQL, MACROS etc.) proficiently to create and produce risk reports or ad-hoc Analysis
  • Coordination with domestic and international teams to work on time critical projects
  • Evaluate information from multiple sources in order to maintain complex and dynamic work flows and scoring processes
  • Bachelor’s degree required in Mathematics, Engineering, Statistics, MIS, Business Analytics, Computer Science or a relative quantitative discipline
  • 2+ years of experience in an analytical capacity is required
  • Strong understanding of risk management and business strategies/actions and risk scoring preferred
  • Proficient in SQL and/or SAS (with UNIX/Linux will be plus)
  • Strong written and oral communication skill. Comfortable presenting work to peers, cross functional businesses and senior management
  • Ability to deliver meaningful insights by analyzing data
  • Ability to manage projects effectively in high pressure situations with multiple deadlines
  • Strong technical abilities to develop reports and presentations
99

Senior Portfolio Analyst Resume Examples & Samples

  • Review financials of assigned property portfolio including: expense and revenue, AP, AR, cash, and consolidated monthly financial statements
  • Review monthly general journal entries and provide direction to Staff-Level Accountant
  • Documentation gathering and closing statements review
  • Calculations of sales & acquisitions
  • Tracking of taxes and other fees
  • Perform Audit review and identify areas of risk
  • Liaise with multiple departments to accomplish daily/monthly duties
  • Bachelors Degree in Accounting, CPA or parts passed
  • Minimum 3 years of accounting experience in a professional environment
  • Prior real estate or financial services industry strongly preferred
  • Public accounting or Audit experience preferred
100

Credit & Portfolio Analyst Resume Examples & Samples

  • Partnering with risk officers related to all aspects of their responsibilities: Main tasks include risk assessment, credit analysis, reviewing financial results, portfolio reviews, and exposure analysis
  • Portfolio management: developing a forward-looking view of the portfolio and the industry covered, understanding the credit process, policies and Citi's risk appetite, anticipating developments and reacting to news, escalating credit concerns/updates to senior risk and business managers and proposing risk mitigation action to be taken. Preparation of portfolio reviews and conducting stress tests are also important aspects of portfolio management
  • Ideally candidates should have some experience in credit risk analysis or corporate banking. Knowledge of Public/Municipal Finance considered a strength
  • Knowledge and understanding of investment securities, traded products (fx, derivatives, futures) and related risk concepts (eg mark to market, VAR) is also desirable
  • Good PC skills, particularly excel and powerpoint, to aid in the creation of presentations and portfolio reviews
  • Strong attention to detail; unaffected by high pressure situations
101

Credit & Portfolio Analyst Resume Examples & Samples

  • Participate in key initiatives within the business through the collection, analysis, review, reporting, documentation and communication of business needs and requirements
  • Develop alone, or partner with others, to define strategies that lead to project executions aligned with Operations Control objectives
  • Work to define and articulate requirements from Business/Operations to Development
  • Evaluate efficiency of existing reporting and drive improvements
  • Represent CR&A team on business projects, including responsibility for the evaluation of impact to MIS reporting
  • Understanding of process re-engineering - ability to understand and coordinate feedback from multiple stakeholders incorporating their ideas into a synthesized process that allows to increase efficiency and/or increased control in a process
  • Ability to develop workflows in Visio based on performing interview sessions with key stakeholders
  • Ability to translate ambiguous visions from End-Users into meaningful outputs
  • Ability to document and communicate business requirements to technology
  • Basic understanding of SAS, VBA, SharePoint
  • Strong proficiency in Excel, Access, Power Point, and other MS products
  • Financial Institution experience a must
  • Share best practices and promote an environment of continuous improvement
  • Understanding of Data Modeling and Qlikview a plus
102

Portfolio Analyst Resume Examples & Samples

  • Working with other members of the Portfolio, Project Services and wider IT and Operations group, you will be responsible for
  • Working within the Portfolio Team to ensure the performance and planning of the portfolio is timely, measured and transparent to stakeholders
  • Ensuring all BBC Worldwide technology projects follow the required standards for planning, documentation and change control and their status is always understood
  • Verify that plans are achievable at both a Portfolio and individual project level, ensure estimated time, budget & resource requirements (including people, hardware and software) are accurate and adhered to
  • Providing a single view of portfolio of technology projects, accurately reporting their progress, budgets, risks and issues and ensuring mitigating actions are fully owned and acted on by responsible parties
  • Work with the team to develop a suite of reports to be presented to senior management on a regular basis. Lead and follow up on post-implementation reviews ensuring findings are fully implemented
  • Complete scenario analysis on Portfolio to understand impacts on budget, resourcing, priorities and benefits to allow informed decision making
  • Be a key contributor to ensuring that information flow between various parties, namely IT, Finance and Strategy & Governance is consistent and compliant with achieving objectives
  • Create and generate ad hoc reports as required based on Project or Portfolio data
  • Assist Programme and Project Managers in the production and maintenance of project plans and their control and governance
  • Develop and support effective communication mechanisms between the project teams
  • Own, in conjunction with other Analysts, our MS Project Server environment, ensuring that data requirements are fulfilled and accurate. Ensure that we have a clear roadmap of change within the environment to ensure that we utilise features that benefit the organisation. Deliver the roadmap
  • Previous experience of working within a Programme Office function within a diverse technology organisation comprising multiple programmes and projects across a broad spectrum of business and technical needs
  • Strong financial awareness and experience of working with budgets
  • Experience of creating, developing and implementing new processes
  • Able to develop and maintain a good understanding of BBC Worldwide business, its aims and objectives and to keep these in mind when undertaking own accountabilities
  • Excellent working knowledge of MS Office suite and MS Project Server (Essential)
  • Planning & Organising (Essential)
  • Quantitative and Qualitative Analysis (Essential)
  • Problem-solving (Essential)
  • Attention to Detail (Essential)
  • Managing Relationships (Essential)
  • Managing Complexity (Essential)
  • Technical Awareness (Desirable)
  • Commercial Focus (Desirable)
  • Negotiation and Influencing (Desirable)
103

Credit & Portfolio Analyst Resume Examples & Samples

  • Bachelor's degree or master's degree from reputable university
  • Minimum 8 years of experience in analyzing corporate borrowers or being involved in the delivery of structured solutions to customers
  • Cash flow and forecasting/stress testing analytic
104

Portfolio Analyst Resume Examples & Samples

  • Data and portfolio analytics
  • Develop analytical methods/models to assess portfolio, equity markets and operational risks
  • Assist portfolio managers and analysts with more complex datasets and synthesize analytical results that streamline investment decisions, manage risks as part of the Investment Committee (IC)
  • Work closely with the Portfolio Analyst to design, develop, improve and monitor portfolio models and test designs and analytical reporting to track and enhance strategies
  • Coordinate with internal teams across risk management, operations and fund accounting to ensure strict adherence to legal/compliance and industry standards
  • 3-6 years industry experience
  • CFA-qualified or completing CFA
  • Very-high competency in Microsoft Excel and Powerpoint
  • Native fluency in English, in addition to Cantonese or Mandarin strongly preferred
105

VP, Portfolio Analyst Resume Examples & Samples

  • Delivers a range of services covering asset allocation, portfolio construction, investment strategy, and analysis of individual companies and securities
  • Champions the team’s thoughts through written comments, conference call participation, and speaking engagements
  • Serves as a thought-leader for the team from an investment perspective as it applies to individual securities, sector views and portfolio positioning
  • Assists Financial Advisors in identifying and implementing appropriate investment strategies. These strategies may either be the views of the Group, or, in line with the investment thesis that the Financial Advisor has requested
  • Conducts in-depth research available from a variety of sources to evaluate the relative value of equity securities
  • Prepares studies and other data for firm publication issued to the general public
  • Makes presentations to clients, industry groups, and internal departments
  • Develops and disseminaties timely equity ideas
  • Promotes and on-going development of a portfolio approach to investments based primarily upon established mandates
  • Monitors of performance of each discretionary portfolio against pre-agreed benchmarks
  • Builds personal relationships and provides proactive services to the top ranked FAs. Provides timely and thoughtful responses to FAs seeking advice with respect to equity securities
  • Collaborates with other members of the US equity team, and across markets with the rest of Private Advisory Group (PAG)
  • 10 years direct industry experience in equities research, sales, investment banking, or related
  • 5 years portfolio management or analyst experience with demonstrated investment expertise/knowledge of the capital markets and global economy
  • 5 years utilizing Microsoft Office products with an emphasis on Excel (intermediate-advanced level), Word (intermediate level) and PowerPoint (intermediate level)
  • 3 years providing advice on individual equity strengths and weaknesses as needed on client portfolios
  • 3 years delivering presentations to audiences of varying sizes and levels (internal/external)
  • 3 years creating, writing, and editing professional work product utilized by professionals for decision making and/or presentations to clients
  • Demonstrated prior experience developing and maintaining key relationships (internal/external) that relate to the overall success of the established company goals
  • CFA charter or demonstrated efforts towards obtaining charter
  • Master's Degree with a concentration in finance, business administration or similar
  • Demonstrated ability to balance multiple priorities in a time sensitive environment
  • Prior experience in an environment driven by market conditions
  • Demonstrated ability to distil complex and/or detailed financial information into key points and recommendations
  • Prior experience supporting/partnering with financial advisors
106

Portfolio Analyst Resume Examples & Samples

  • Manages a portfolio of accounts based on experience and skill set. Providing challenging stretch assignments can be expected
  • Posts same day Borrowing Base updates to the collateral monitoring system
  • Reconciles completely all required backup (Agings, Payables Agings, Inventory, marketable security statements, etc) for the Borrowing Base Report, within a 48 hour timeframe
  • Performs, as required, concentration analysis and verification calls to account debtors. Exceptions noted during review should be escalated according to the formal escalation policy
  • Any exceptions in backup/reporting received in comparison to the Handling Memo should be escalated according to the formal escalation policy
  • Ensures that complete and executed Handling Memorandums are maintained on all accounts
  • Provides back-up support to Portfolio Analysts as assigned
  • Interacts with internal and external clients to provide information relating to collateral and/or advance activity
  • Works with management to establish objectives and work to ensure performance against those objectives
  • Participates, as requested, in the refinement of business specifications and relating to the development and implementation of a new collateral monitoring platform
  • Coordinates with the Team Manager and the general lending divisions, asset based and managed assets groups to transition accounts onto, and off of, the collateral monitoring program
  • Participates, as requested, in the discussions and documentation of procedures for certain functions within the central collateral operation
  • Proactively follows-up with clients prior to the due date to insure that the BBR and back-up is received timely
  • Monitors reconciliation activity (between Fiserv, collateral monitoring system and client) for their portfolio of accounts, ensuring that reconciliation is documented and reviewed/approved at least weekly
  • Provides information, as requested, to the Field Exam staff
  • Works with management to formulate Borrowing Base Certificate formats for client use. Adhering to standard templates to the extent possible is preferred
  • Utilizes the Escalation Policy and Procedure as necessary and required
  • Participates in Portfolio analyst training sessions, as required
  • Participates in testing and feedback activities relating to group projects. Take the lead, or participate in, any variety of projects
  • Participates in, and monitor, cross-training activities to ensure that trained backups are available on every account assignment
  • Provides to management, any reporting data that is required in the preparation of metrics or regularly-prepared management reports
  • Works with the manager to apply the Complexity Rating Matrix to accounts for purposes of managing account assignment capacity and workload management activities
  • 20130612
107

Senior Portfolio Analyst Resume Examples & Samples

  • Analyze Obligor rating trends and identify potential risk shifts
  • Manage financial follow up to enable timely analysis
  • Provide support to all phases of a transaction after financial closing including operations and financial monitoring and analyzing requests for consents and waivers
  • Analyze detailed financial models and projections
  • Conduct industry/company research, including risk analysis
  • Performs valuation analysis for collateral
  • Participate in portfolio review for distressed accounts
  • Formulation and report-outs of strategy for recovery/ restructuring and progress against such strategies
  • Develop an audit sampling process to identify high-risk relationships and processes to review on a periodic basis
  • Routinely review credit files to ensure data integrity, proper underwriting and compliance with company policies
  • Identify opportunities for additional financing or refinancing. Qualifications/Requirements Basic Qualifications
  • Bachelor’s degree with two years of experience (or High School diploma/GED and six years of experience) in commercial underwriting, auditing or portfolio management
  • Ability to make and deliver presentations to executives and external clients
108

Portfolio Analyst Resume Examples & Samples

  • REPORTING: Write/ review TPF Flash Report, TPF Quarterly Activity Summary, and various sections of the TPF Fund Quarterly Report. Calculate/analyze transactions activity (acquisitions, sales, financings), value-added percentage, leased/occupied data, lease expirations, debt maturities, income distributions
  • CLIENT-RELATED: Produce quarterly data for consultant submissions, provide answers to specific client questions, and update TPF presentation pages. Assist in preparation for 2 client conferences
  • TRANSACTION-RELATED: Assist on Financing transactions (including writing investment briefs); assist on Acquisitions due diligence items; review and process numerous construction and capital project draws
  • SPECIAL PROJECTS: Assist in writing News & Views, process debt payoffs, track Fund-level cash activity, value creation, apartment developments
  • Bachelors' degree required, Graduate degree preferred
  • Minimum of 3 years of experience in real estate industry
  • Strong working knowledge of PowerPoint, Word, and other Microsoft software
  • Some experience with database applications would be helpful
  • Strong organizational skills, attention to detail, time management skills, ability to manage many tasks simultaneously while meeting critical deadlines
  • Team player, good communication skills
109

Gf-manager, Portfolio Analyst Resume Examples & Samples

  • Coordinating information flow from risk architecture/portfolio risk management services in APAC country (Singapore/Hong Kong/Australia/India) teams
  • Interacting with Risk Seniors for portfolio management activities
  • High-degree of client’s information confidentiality
  • Comply with the ethical standards contained in the Citigroup code of conduct
  • Ensure that the business unit adheres to firm policies and procedures, regulatory and legislative requirements
  • Self-driven individual, with attention to details and passion for complex data analysis and good with numbers
  • Advanced knowledge of spreadsheet and database tools (Excel, Access, SAS). Exposure to VBE and Macros would be preferred
  • Understanding of credit risk and capital market products
  • Understanding Securities valuation
  • Familiarity with Bloomberg terminals
  • Appreciation of risk management
  • Ability to work in a team environment
  • Possessing high-integrity
  • Ability to work against tight deadlines
  • Committed to quality and service excellence
  • A good university degree at a minimum
  • Knowledge of Finance and Accounting will be an advantage
  • 4-7 years of working experience, preferably in a banking/financial industry
110

Loan Portfolio Analyst Resume Examples & Samples

  • Requires an Associate degree in Business, Finance, Accounting or a related field and 2+ years of lending, credit and financial analysis, loan documentation, underwriting or other directly related experience
  • Working knowledge of a variety of loan portfolios; including real estate, owner occupied commercial real estate, small business, lines of credit, etc
  • Working knowledge of lending principles and procedures, financial statement spreading and analysis, credit analysis, and loan grading for moderately complex loans
  • Solid understanding of risks associated with various types of loans
  • Strong customer service and communication skills, both verbal and written
  • Ability to analyze data and make recommendations
  • Proficient with Microsoft Office application software
111

Loan Portfolio Analyst Resume Examples & Samples

  • Requires an Associate degree in Business, Finance, Accounting or a related field and 4+ years of lending, credit and financial analysis, loan documentation, underwriting or other directly related experience
  • Advanced knowledge of a variety of loan portfolios; including real estate, owner occupied commercial real estate, small business, lines of credit, etc
  • Advanced knowledge of lending principles and procedures, financial statement spreading and analysis, credit analysis, and loan grading for moderately complex loans
  • Strong understanding of risks associated with various types of loans
112

Senior Portfolio Analyst Resume Examples & Samples

  • Collating, analyzing, interpreting and reporting data from diverse data stores
  • Expert in the use of MS Excel and Tableau
  • Will be point of contact to external TS PMO groups (TDCT PMO, USTS PMO, Digital Channel PMO, etc.) to improve process interactions (intake, planning, change control, etc…)
  • Will interact with EPMO to indoctrinate enterprise level process changes. Will support improvement and expanded usage of Clarity across the PMO
  • Providing intake triage, support pipeline and capacity management
113

Private Lending Portfolio Analyst Resume Examples & Samples

  • General portfolio management of private corporate debt investments in the middle market, which includes daily valuation and reporting
  • Perform detailed financial and market research and analysis
  • Recommend and justify the Risk Classification assigned to the credit
  • Utilize firm’s proprietary software tools for credit metrics tracking
  • Conduct analysis through large data-sets and organize the results in a sensible way
  • Support potential corporate restructurings with detailed Excel financial models including cash flow analysis
  • Analyze portfolio trends, market leverage and price development
  • Perform all of other duties as assigned; additional duties include providing direct support as deemed necessary by management
  • Proven background in the analysis and management of complex financial statements
  • Self-motivated and driven; ability to work effectively in a collegial, fast moving, and dynamic environment
  • Strong interpersonal skills with reputation for integrity, accuracy, and consistency
  • Advanced MS Excel modeling skills
114

Senior Loan Portfolio Analyst Resume Examples & Samples

  • General knowledge of Microsoft Office Products
  • Ability to analyze and advise on commercial, real estate & consumer loan documentation
  • Understanding of business entity documentation and business organizational structure
  • Understanding of collateral insurance coverage (Property & Liability)
  • Understanding of property title work
  • Understanding of state specific real estate lending laws for states located in UMB Bank¿s footprint
  • Ability to analyze and advise on property title work including endorsement
  • Ability to analyze and advise on state specific real estate lending laws for states located in UMB Bank¿s footprint
  • Understanding of Mineral Rights Loan Documentation
  • Understanding of Oil & Gas Loan Documentation
115

Portfolio Analyst Resume Examples & Samples

  • Active reconciliation of portfolio holdings and activities between various in-house systems and custodial or external records. Research of all identified discrepancies or inconsistencies providing appropriate follow-up to affect their proper resolution
  • Providing support for the timely and accurate trade settlement processing for all portfolios and numerous asset types
  • Processing and validation of all non-trade related activities occurring within the portfolios, including corporate actions, transfers, wires, various principal & interest transactions and any miscellaneous activities
  • Validation of portfolio specific information, including: reporting requirements, processing requirements, and account validation. Identify, collect, and maintain all requisite documentation and records pertaining to the portfolios
  • Provide back-up support for other Portfolio Services team members and assist in special projects and “ad hoc” requests
  • 3+ years’ of experience with portfolio reconciliations
  • Fundamental understanding of Portfolio Accounting Principals
  • Trade settlement and reconciliation experience
  • Derivatives analytics is strongly preferred
  • Very strong PC skills with an emphasis on spreadsheet and word processing functions. Familiar with data downloading and manipulation
  • Ability to prioritize and manage multiple tasks and work assignments
  • Working knowledge of system based portfolio accounting platforms (Portia)
116

Credit & Portfolio Analyst Resume Examples & Samples

  • To prepare annual and interim financial and credit analyses for ICG Clients (including financial modeling, determination of risk ratings, assessment of target market criteria / risks / key success factors, risk / reward profiles), in line with ICG Risk policies. To ensure high quality and timely submissions
  • To do screening of prospect customers from credit point of view
  • To monitor borrower’ credit conditions and related market, industry, regulations developments on a regular basis by gathering of market/industry information and calling on customers. Timely and comprehensively inform risk and business management on any material changes
  • To remain updated on credit processes, policies, systems and incorporate required changes into credit packages and decisions
  • To contribute to regular and adhoc stress tests, rapid portfolio reviews, presentations and other portfolio related requests, as needed
  • To partner with relevant colleagues within risk, as well as banking, product, industry and IRM. Respond to queries from regulators and audits, as required with regards to designated credit files
  • Familiarity with key bank products (corporate)
  • Fluent user of Microsoft Office, Excel modelling skills
  • Fluency in English and Russian
  • Bachelor / Master degree, preferably in Economics /Accounting
  • A CFA (maybe in progress) and/or other evidence of analytical skills is a plus
117

Risk & Portfolio Analyst Resume Examples & Samples

  • 6-7 years of experience in the financial industry
  • Passion for markets
  • Strong quantitative and data mining skills
118

Portfolio Analyst Core Resume Examples & Samples

  • Proactive approach to detect needs/opportunities
  • Collect Evergreens rents and delinquent evergreen rents
  • Develop analytics on residual gains and evergreens
  • Bachelor’s degree in financial, managerial, accounting or related business area
  • Specific collateral knowledge (i.e. Forklifts, Trucks & Trailers, Construction equipment, etc.)
  • Microsoft office Proficiency
  • Knowledge of PMS, Norad
  • Specific industry experience (i.e experience in Financial Services industry)
119

Portfolio Analyst Resume Examples & Samples

  • Trading support
  • Previous experience in a financial services firm with an investment research role preferred
  • The ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong knowledge of financial markets and investment principles
  • Ability to organize time and perform tasks with minimal direction
  • Strong PC proficiency on various products including MS Office Suite, specifically MS Excel and MS Outlook
120

Credit & Portfolio Analyst Resume Examples & Samples

  • Oversight of supplier relationships including data input into the Citi Approved Supplier Program, monitor due diligence reporting and follow-up on outstanding deliverables, track open issues and escalate where appropriate
  • Must have capability to clearly communicate analysis
  • Presentations to senior leadership is required at this level
  • Experience: 3+ years of relevant experience
  • Certifications: NA
  • Strong organizational/analytical skills in conducting sophisticate analysis using vendor data and business required oversight to validate supplier is meeting or exceeding expectations and Citi has the appropriate governance over the supplier relationship
  • Work with all levels of management and compliance
  • Strong review/audit skillset
121

Portfolio Analyst Resume Examples & Samples

  • Manages client portfolios as part of the Portfolio Management Team – including all trading, portfolio management duties, and client meetings when necessary
  • Develops and executes strategies to assist in improved alignment of all enterprise-wide portfolios with stated target portfolios
  • Using primarily Microsoft applications, assists with the creation of presentations for Wealth Management prospects and existing clients
  • Assists with constructing target portfolio models, compliance rules, and booking/executing trades in MB’s electronic trading and portfolio management system
  • Assists with the macro strategy update (semi-annual rebalance trading) for Portfolio Management Team accounts via MB’s electronic trading and portfolio management system
  • Monitor positions relative to client guidelines and verify current structure and transactions are consistent with guidelines
  • Interacts closely with portfolio managers and investment research team to ensure timely and accurate execution of investment strategies across client portfolios; determine effective implementation of ideas across portfolio mandates with different constraints
  • Provides support related to client relationships for the Managing Director of Portfolio Management and Senior Portfolio Managers
  • Completes annual account reviews for Portfolio Management Team accounts
  • Participates in the production/maintenance of MB’s proprietary marketing materials
  • Develops a strong understanding of MB’s performance reporting vendor application. In particular, the maintenance of individual Portfolio Management Team accounts, as well as performance composites related to the Portfolio Management Team
  • Other duties will be assigned
  • 20160322
122

Portfolio Analyst Private Placements Resume Examples & Samples

  • Building/Maintaining financial models
  • Reviewing company news releases, financials, compliance statements, and SEC filings
  • Arranging and participating in calls with company management
  • Writing and reviewing credit research reports and notes
  • Keeping PM's and Traders updated on all news items related to companies within assigned sectors
  • Assisting in more formal periodic updates as required by specific clients
  • Attending road shows, industry conferences and/or other meetings as required
  • Reviewing all legal documents associated with private placement transactions (i.e., note purchase agreements, guarantees, limited partnership agreements, etc.), and interacting with legal counsel on the negotiation of all such documents
  • Actively participating in investment screening meetings
  • Assisting in the due diligence process
  • Assisting in all aspects of the maintenance and monitoring of a portfolio of privately placed securities, including the documentation of trades, interacting with investment accounting and pricing
  • Assisting in Delaware's marketing efforts with respect to private placements, including preparation of pitch books and responses to RFPs, market research, and analysis of performance data
  • Minimum of 2 years of investment analysis experience
  • Working towards an MBA or CFA exams preferred
  • Prior experience with financial modeling required
  • Strong technical, writing and analytical skills
  • Strong computer skills, including Bloomberg and Excel
123

Credit & Portfolio Analyst Resume Examples & Samples

  • Coordinate all Management and regulatory reporting requirements (daily/monthly/quarterly/semi-annual/annual)
  • Prepare and analyse ad hoc risk management requests by Senior Management, internal and external auditors/regulators
  • Prepare risk presentation decks for internal and external stakeholders
  • Assist with Portfolio Review materials for Margin and Securities Backed Finance (MSBF), Commercial and Residential Real Estate and all other CPB Investment Finance Product Programs
  • Review and analysis of the classifiably and delinquency managed portfolios
  • Handle margin call related reporting, line excess and exception monitoring/reporting
  • Proactively seek to identify business reporting and analytical needs, streamline processes and evaluate key drivers for monthly variances and trend analysis of various parameters
  • Up to 2 years of experience, preferably in a Risk, Finance, or Regulatory reporting role
  • Degree in Economics, Finance, Engineering, Mathematics, Business Analytics, or Computer Science; MBA preferred
  • Must be able to identify data quality issues and work collaboratively as the lead across various groups to resolve
  • Basic understanding of risk management, corporate finance, and portfolio management
  • Advanced user of Microsoft Excel (pivot tables, advanced look and conditional formulas, VBA)
  • Experience working analytically with large data-sets
  • Knowledge of retail lending products including margin, unsecured, revolving, real estate, and other secured lending
124

Credit & Portfolio Analyst Resume Examples & Samples

  • Carry out risk-and-reward analytics projects to improve business performance (i.e. segmentation analysis, loss forecasting, propensity scoring)
  • Track the performance of credit changes and credit tests
  • Proactively identify problem areas and opportunities within portfolios
  • Present results of analysis to internal customers including senior and Regional management where applicable
  • Provide data support for portfolio monitoring, risk governance, stress testing and audit activities
  • Relevant tertiary qualification with a quantitative discipline is necessary
  • Minimum of 4 years experience in a similar role
  • Programming- SAS or other similar languages
  • Statistical and Data mining skills
  • Exposure to modelling techniques will be an added advantage
  • Knowledge of unsecured lending business and risk management will be an added advantage
  • Strong negotiation, Influencing and Presentation skills
125

Portfolio Analyst Resume Examples & Samples

  • The ideal candidate will be coming from a Property/Asset Management background and will have 1-2 years business Analyst experience
  • Preferred but not essential experience would include financial modelling, reporting, trends analysis, budgeting and forecasting, as well as writing and presenting business cases to support analytical findings
  • The individual will also conduct performance tracking at portfolio level & assist in the preparation of dashboards & presentations to facilitate the EU management team
  • Play a key role in the completion of the planning process, inclusive of annual budgets and quarterly reforecasts
  • Primary contact for monthly and quarterly reporting package
  • Preparation of financial cashflows for new investment opportunities using Argus DCF
  • Maintenance of financial models for the portfolio
  • Assist in the completion of annual business plans
  • Collate and analyze market data to determine Company performance against industry trends
  • Analyze pricing and work with Asset Management and Sales teams on EMEA pricing matrix
  • Monitor Capital Spend and prepare monthly ROI documents
  • Oversee the EMEA lease administration process to ensure accuracy of quarterly reported lease statistics
  • Ensure compliance with Financial Authorisation Process obligations
  • Preparation of Investment Analysis documentation for submission to the Investment Committee
  • Various other ad hoc duties as required
  • Qualification in economics, statistics, econometrics or finance/accounting from a respected university
  • Training in quantitative modeling tools
  • Must have 2-3 years' experience in commercial real estate or business analytics
  • Experience reviewing and analysing rent rolls, operating statements, budgets, appraisals and property reports
  • Excellent analytical skills with very strong numeracy, attention to detail and strong organisational skills
  • Outstanding written and verbal communication and excellent presentation skills
  • Self-starter, able to work independently using own initiative but also excels in a team environment
  • Demonstrated flexibility to handle multiple projects in a fast-paced environment
  • Success developing and sustaining strong relationships with internal & occasionally external stakeholders
  • Strong knowledge of SFDC functionalities
  • High level of expertise with MS Excel (and office applications)
  • Proficiency in Argus or other real estate analysis software is a plus
126

Cards & Loans Portfolio Analyst Resume Examples & Samples

  • Bachelor degree in any discipline
  • Has minimum 3 years in the same field, banking industry preferred
  • Ability to challenge status quo
127

Portfolio Analyst TF Resume Examples & Samples

  • Strong customer contact, Enhance customer relations with GE
  • Effectively negotiate end of term purchase and renewal options driving maximum residual income while achieving and adhering to all portfolio objectives and procedures
  • Buyouts quotation to customers including proper assessments of fair market values (FMVs)
  • Strong negotiations and communication skills with the goal of influencing outcomes
  • Specific collateral knowledge (i.e. Computers, Servers, Software, Tablets, Telecommunications, etc.)
  • Execute on special projects as required within the team
  • Microsoft office Proficiency (Level in Excel must be advanced)
  • Large DB management
  • Specific industry experience (i.e. experience in Financial Services industry)
128

CRE Portfolio Analyst Resume Examples & Samples

  • Assists in the administration of both the non-owner occupied and owner occupied loan portfolio managed by CREST, through performance of loan review functions, for the purpose of risk identification, verification of risk rating accuracy, and the compilation of portfolio data utilized to stress test the UB loan portfolio
  • Uses financial statements and related information to review for collateral performance trends over time, trends in borrower/guarantor financial position, personal and/or business credit, and collateral condition
  • 2-4 years of experience in Commercial Real Estate performance analysis and loan structuring helpful
  • Good written and verbal communication and presentation skills
  • Basic ability to work effectively with individuals and groups across the company to manage customer relationships
129

Portfolio Analyst Resume Examples & Samples

  • Help Centralized Portfolio Advisory (CPA) Portfolio Managers Developer and execute upon strategies to address unique situations
  • Provide support in the day to day operations through cash management & portfolio balancing and be a strong contributor to the CPA team and collaborate in special projects and strategy maintenance
  • Working in consultation with the in-field Wealth Manager to fully understand and document each client’s financial needs, risk tolerance, and long-term objectives
  • Developing and executing upon strategies to address unique situations including but not limited to
  • Ensure a high level of client satisfaction, internally and externally by
  • Minimum 2 years direct industry experience
  • Strong interpersonal, communication & listening skills
  • Advanced knowledge of Excel, Mpower and Bloomberg
  • Thorough investment management knowledge and experience as it relates to understanding economic and capital markets
130

Senior Portfolio Analyst Resume Examples & Samples

  • College Degree in Finance/Math/Economics; Master’s Degree preferred
  • Understanding of financial markets and portfolio management theory
  • Portfolio management experience as a PA for either Alternatives
  • Proficiency in Excel, Factset, Barra and other performance attribution and risk management tools
  • Excellent writing and speaking communication skills
  • Client presentation skills
  • Teamwork – globally & locally
  • Ability to work independently and proactively
131

Portfolio Analyst Resume Examples & Samples

  • 40% - Undertaking reinsurance claim recoveries and premium payments on a monthly basis
  • 30% - Provide support and assistance in pricing larger new business and in force schemes
  • 20% - Supporting the control cycle monitoring and investigation of the Group Insurance business, by undertaking experience investigations which in turn provide a basis for sustainable pricing
  • 10% - Assist with ad hoc queries and tasks
  • Recent Actuarial Graduates are welcomed to apply
  • 1-2 years' experience working in Life Insurance (not necessarily Actuarial) preferred but not essential
132

Credit & Portfolio Analyst Resume Examples & Samples

  • Graduate with 0-3 years of experience in Finance and Accounting or MBA/CA/US CFA with 0-3 years of experience
  • Preferred Certifications
  • CFA (US)
  • India CFA
133

Risk Portfolio Analyst Resume Examples & Samples

  • Analyze and forecast delinquency and losses for multiple portfolios within Citi’s Branded Card Business
  • Develop alternative forecasting and analysis methodologies
  • Reflect the impact on the Risk forecast for loss mitigation initiatives (across all aspects of the credit life cycle) risk based pricing and marketing programs
  • Perform portfolio based stress testing to support to Citi’s Performance Exception reporting
  • Provide insight into the macroeconomic trends and related market developments
  • Monitor and analyze portfolio performance against industry peers and trends
  • Identify and analyze unique product or portfolio behaviors that will impact delinquency and losses and can be leveraged in the NCL forecasting process
  • Proactively manage the differences to the forecasting process between Collections and Risk
  • Consumer Finance Risk Management experience at a Financial Institution with at least 2-3 years’ experience
  • Excellent ability to create highly complex Financial and Risk analysis that addresses concerns and issues and present them to management with a clear and concise approach
  • Knowledge of highly disciplined business, financial and risk management processes
  • Excellent ability to develop partnerships across multiple business and functional areas
  • A quantitative and analytical approach to financial analysis and forecasting
  • Excellent quantitative skills and analytic skills
  • Proficient in Interthinx Look Ahead forecasting software, SAS, VBA, Essbase and MS Office
  • Bachelors degree required - Statistics, Mathematics, or other quantitative discipline strongly preferred; MBA or CFA strongly preferred
134

IT Portfolio Analyst Resume Examples & Samples

  • Understanding and knowledge of HbI Business processes, planning and operations in a textile / apparel manufacturing and distribution environment
  • Proficient with Microsoft Office, Project, PowerPoint, Word, Excel and Visio for documenting project tasks, schedules and design
  • Demonstrated ability to juggle multiple priorities and projects and work through ambiguous requirements
  • Good negotiation, influencing and training skills
135

Portfolio Analyst Resume Examples & Samples

  • Provide analytical support for a team of portfolio managers charged with managing the asset portfolios of AEGON USA
  • The analyst will collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, Bloomberg, Excel, and Business Objects
  • Some projects will be recurring in nature and others will be designed to address specific circumstances that have arisen in the markets or in specific portfolios
  • A set of recurring projects will likely constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training
  • Analysts will assist Portfolio Managers, typically having been given limited direction, in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios
  • Other areas where analytical support will be required include projects such as liability benchmark construction, performance attribution, evaluation of capital and earnings management issues, and stress-testing of portfolios
  • Production of reporting packages for senior management
  • Work closely as a part of the Portfolio Analysis team and as such, may be asked to provide support to other projects as necessary
  • Undergraduate degree in finance, economics, mathematics, actuarial science or computer science or related degree required
  • Knowledge of quantitative tools required. Skills or experience should include mathematical modeling or financial analysis using spreadsheets
  • MBA. At least 2 years related experience preferred
  • 3+ years of investment experience or MBA with relevant work experience. BA preferably in finance, economics, mathematics, actuarial science or computer science
  • Knowledge of bond analytics
  • Developed understanding of investments and financial concepts
  • Basic understanding of investment accounting
  • Solid understanding of insurance products associated with the divisions with which they work
  • Working knowledge of the asset classes the firm invests in for those same divisions
  • Develop creative solutions to analytical problems using spreadsheets with data extracted from portfolio systems, market data systems or databases
  • Working towards CFA/MBA designation. 3-6 years of experience
136

Credit & Portfolio Analyst Resume Examples & Samples

  • Support the continued re-engineering of Citi’s business planning process as it evolves towards a defined target-state; focusing primarily on the data, process, and system-related components of the process
  • Provide project management support to a subset of system implementation and process re-engineering projects, related to the broader CCAR production process. Responsible for reporting project status directly to project sponsors and senior management
  • Learn the existing challenges within each CCAR workstream and design an integrated solution which bridges the gaps between Citi’s current data architecture and regulatory requirements placed on the firm
  • BA/BS with strong GPA and relevant coursework, and 1-3 years related experience
  • An understanding of the banking business and/or other risk management functionality; prior understanding of risk measures a plus
  • Exceptional oral communication and writing skills, with ability to synthesize complex concepts, translate into "user-friendly" language, and effectively present in text or slide format
  • Applied knowledge of data management and system development lifecycle (SDLC) is required. Direct knowledge of Citi’s infrastructure preferred
  • Demonstrated strong leadership experience, especially in transitioning or challenged environments
  • A basic understanding of the existing end-to-end CCAR process a plus
  • Prior exposure to both Risk Management practices and Financial reporting processes is highly desired as CCAR requires solutions that span cross organizational boundaries
  • Professional skills, particularly
137

Portfolio Analyst Resume Examples & Samples

  • Manage and control the daily, monthly and quarterly processes of a new Product/Fund
  • Manage and report on cash flows, deposits and redemptions
  • Support data requests, marketing updates and inquiries from clients and consultants
  • Assist Portfolio team with trade execution for REITs and ETFs
  • Liaise with Marketing officers, Trust Company, Custodian bank and DC record keepers
  • Support Portfolio team with specific mailings/Fund presentations to prospects/consultants
  • Be responsible for daily valuation process
  • Manage the information and agendas for the Fund's investment committee
  • Support defined contribution industry groups and committees
138

Portfolio Analyst Resume Examples & Samples

  • Minimum of two years of Investment Management and Services experience required
  • Minimum of three years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
  • Minimum of two years' experience working in a professional team environment required
  • MBA and/or CFA, or current pursuit of either
  • Ability to work independently and use sound judgment in advising on critical transactions and in executing transactions on their behalf
  • Ability to effectively address PM or APM trade and investment related questions
  • Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio accounting system
139

Portfolio Analyst Resume Examples & Samples

  • Excellent Excel and VBA programming, financial mathematics
  • Ideally knowledge of Fixed Income Markets and Fixed Income security pricing knowledge
  • Degree qualified with a good academic track record and looking toward studying for CFA
  • Good team player with the ability to work autonomously when necessary
140

Credit & Portfolio Analyst Resume Examples & Samples

  • Excellent written and verbal English language knowledge
  • Be a first-class communicator: candidate must be comfortable talking to people at different levels from senior management to technical analysts
  • Good knowledge of Banking/Treasury Products
  • Candidate need to pay strong attention to detail, with the ability to recognize reporting and processing errors
  • Good time management skills, with the ability to prioritise multiple deliverables
  • 2 years financial services experience recommended
  • Credit/Risk Experience knowledge will be a plus
141

Credit & Portfolio Analyst Resume Examples & Samples

  • The candidate will have experience in a large, sophisticated credit granting or risk management organization within a major consumer card, financial services, retailing or consulting business
  • This individual will bring a strong analytical orientation, an appreciation for broad-based risk issues, understanding of data mining techniques, and a familiarity with operations
  • Developing NCL forecasts using different forecasting techniques for Retail Partner Card portfolios
  • Perform complex risk policy analytics in terms of sizing the impact of credit/business/regulatory policies on loss performance and figure out a way of incorporating them into the standard forecast methods
  • Perform econometric based analytics to estimate and explain the impacts of changing macro econometric trends on the portfolio loss and delinquency performance
  • Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency
142

Credit & Portfolio Analyst Resume Examples & Samples

  • Partner with Risk Management Policy teams and Operations amongst others to support the Interaction Management model to improve risk processes & policies throughout the customer lifecycle
  • Apply innovative analytical techniques to customer and transaction data to build risk mitigation strategies and process enhancements
  • Effectively provide updates and communicate key initiatives to senior risk management
  • Analyze tests and performance using SAS and decision tree methodologies (CHAID/CART)
  • Evaluate effectiveness of current policies and strategies
  • Interact and communicate effectively and build strong working relationships on an ongoing basis with business partners
  • Contribute in center management activities in Mumbai CoE
  • Support the expanding challenges and complexities of the interaction model among our customers and risk processes and policies throughout the customer lifecycle
  • Focus more holistically and deeply on enhancing effectiveness and identifying/realizing efficiencies in our policies & processes
  • Clearly communicate analyses. Presentations to both technical and non-technical personnel are required to be made frequently as part of the job
  • Summarize analytic reports into presentations and share analyses and reports with senior leadership
  • Work efficiently in a matrix environment balancing between both business and functional interactions and priorities
  • Strong understanding of Credit policies
  • Good written English
143

Credit & Portfolio Analyst Resume Examples & Samples

  • Assist RM’s with the preparation and presentation of materials for credit approvals
  • Work with Independent Risk and Early Warning teams to timely identify and escalate risk issues/ trends - this would include making credit calls on clients
  • Work with RMs and Risk on preparing CCR for Special Mention names and monitoring triggers and agreed action plans
144

Credit & Portfolio Analyst Resume Examples & Samples

  • Participating in ad-hoc projects, preparing credit updates for senior management and portfolio bankers.Sound presentation skills as the analyst will be frequently involved in portfolio review presentation to senior credit officers
  • Primary region would be EMEA banks and broker dealers
  • Monitor trading limits and exposures of companies to ensure that credit risk levels are within the firm’s risk tolerance
  • 4 years+ experience In FI credit risk analysis
  • Excellent Written and communication skills
  • Proficient in MS Office and Excel
145

Credit & Portfolio Analyst Resume Examples & Samples

  • The portfolio analyst will support the risk managers with the day to day responsibility for a diverse portfolio of Banks and Financial institution clients
  • Understand how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
  • Credit/Risk experience and Access skills are a plus
146

Credit & Portfolio Analyst Resume Examples & Samples

  • US Regulatory & US GAAP Reporting
  • Local Book/RBI Reporting
  • Portfolio MIS for Secured & Unsecured
  • Reconciliations of all US Regulatory/US GAAP reports
  • Accurate and timely US Regulatory & US GAAP Reporting including CCAR, RRTS, FDIC, RBI – NPA, etc
  • Ensure timely and accurate Country / Regional / Global scheduled portfolio MIS as well as Adhoc requirements
  • Manage the end to end process of data generation, data reconciliations and data submission
  • Responsible for reconciliations of all US Regulatory / US GAAP reports and data submissions across multiple systems
  • Project Management including Risk interface for Global Risk Data Warehouse project, participate in UAT and provide support on Adhoc projects related to Risk Architecture
  • MBA/CA/Masters in Statistics or Economics with relevant experience
147

Credit & Portfolio Analyst Resume Examples & Samples

  • Conduct drill down analyses on Cards Risk Mitigation segments to isolate specific trends which need to be addressed and ensure portfolio performance is within benchmarks
  • Enhanced usage of Bureau information and Credit scores in Collection strategies
  • Work with Product/Technology to support credit-policies implementation on Cards ECS/TRIAD system
148

Portfolio Analyst Resume Examples & Samples

  • College Degree required; CFA preferred
  • Minimum of 2 years of experience in the financial services industry
  • Ability to work under pressure, and to work on different projects simultaneously 
  • Ability to use relevant systems in profiling risk
149

Credit & Portfolio Analyst Resume Examples & Samples

  • Prepare Transaction Approval memos for financings and assist the Credit Officer in presenting these to FIRM Senior Management
  • Managing the Portfolio Review Process for three separate portfolios
  • Manage the approval process for components of the Team’s Risk Management process such as Financial Infrastructure Adjustments, Risk Rating Scorecards and Overlays, Peer Comparisons, and Counterparty Stress Tests
  • Manage ad hoc projects for FIRM Senior Management. Examples include oil and currency stress tests on the Banks portfolio and an overview of uncaptured exposures to custodian banks
  • Strong computer literacy and advanced Excel and Powerpoint skills
  • Strong attention to detail as a significant portion of the work will be reviewed by senior Risk Management
  • Ability to come down the learning curve quickly, as most transactions and special projects are bespoke/unique
  • Able to work in a team environment as well as independently
150

Credit & Portfolio Analyst Resume Examples & Samples

  • The successful candidate will be responsible for developing, analyzing and executing and consolidating the overall RS Risk monitoring reports and presentations
  • Engage with the stakeholders in different Retail Services locations for collecting inputs for risk updates, reports and bulletins
  • Individual Contributor (IC)/Managerial: Individual Contributor/Mentor other team members
  • Bachelor’s degree in a quantitative discipline: Mathematics, Economics, Operations Research, Statistics
  • Skills (Preferred)
151

Credit & Portfolio Analyst Resume Examples & Samples

  • Industry Expert and Advisor, Credit Officer, various management responsibilities
  • Analyse and approve counterparty credit limits for trading, transactional and financing businesses with funds
  • Develop and continually improve risk management framework and processes for funds
  • Advise businesses and clients on transaction structures and negotiate credit terms e.g. ISDA & CSA
  • Strong, balanced judgment to make credit decisions and recommendations
  • Analytical – financial analysis, assessment
  • Communication – excellent verbal and written communication
  • Interpersonal skills – build relationships, deal with conflict / disagreement, interact well with seniors
  • European languages useful, e.g. German, French, Dutch
  • CFA a strong positive but not a requirement
152

Senior Portfolio Analyst Resume Examples & Samples

  • Assist the Manager of Portfolio Analytics in the oversight of reporting performance attribution results
  • Effectively communicate results while having a comprehensive understanding of the fixed income and equity attribution and risk models used by the Performance Measurement and Risk group
  • Assist the Manager of Portfolio Analytics in the oversight of reporting portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.)
  • Have a comprehensive understanding of the firm’s calculation methodologies and investment portfolios and be able to effectively communicate those methodologies across Invesco
  • Lead projects designed to enhance the Analytics group’s capabilities to support portfolio analysis and reporting for the broad range of Invesco’s global equity and fixed income products
  • Oversee and maintain the reporting and data flow around the fixed income portfolio analytics and attribution systems
  • Assess the importance of any given problem, manage the flow of information surrounding the incident, and ensure that the issue is resolved
  • Support the needs of the Performance Measurement & Risk Group, the Fixed Income Risk team, and the Quantitative Research Group
  • Utilize quantitative tools and form solutions to support ad-hoc and portfolio managers’ requests
  • Design, develop, and implement, as the business user, new and existing analytical tools to monitor and explain portfolio performance and characteristics
  • Drawing from an in-depth understanding of processes and information flow, suggest test cases and build thorough and scalable solutions
  • Build an in-depth knowledge of the firm’s products and business lines
  • Communicate confidently with internal and external clients across Invesco business units to assess their needs and utilize this feedback to create solutions
  • Encourage knowledge-sharing, innovation, and teamwork among colleagues, and train team members on processes, attribution analysis, and problem-solving
  • Act as a resource for others on the team and in the organization for projects and needs around fixed income analytics and attribution
  • A minimum of five years of related investment support experience is required. Working knowledge of investment flow and processes is strongly desired
  • Experience in analyzing equity and fixed-income attribution results is required
  • Previous experience in designing and implementing portfolio analytics/attribution systems, tools, or models is desired
  • Candidate must demonstrate practical understanding of portfolio characteristics and the equity/fixed income markets in general
  • Exceptional verbal and written communication skills are essential
  • Successful candidates will be able to adeptly field in-depth investment-related questions regarding a broad range of investment topics
  • Must be a self-starter, able to effectively operate in a team-oriented and collaborative environment and efficiently manage time given multiple projects and priorities
  • Demonstrated ability to lead or manage projects
  • Strong technology skills in order to facilitate the analysis of positions and portfolio attributes, and the ability to move fluidly between detailed data analysis and broader investment concepts, are a must
  • Familiarity with fixed income attribution or analytical systems is preferred
  • Knowledge of VBA or SQL is a plus
153

Portfolio Analyst Resume Examples & Samples

  • Organize and maintain client servicing materials, including client presentations, monthly fact sheets, performance attribution and market commentary
  • Organize, develop and maintain monthly new business presentations and materials
  • Organize and maintain fund specific commentaries (quarterly, semi-annual, annual)
  • Support the continued growth of the platform by maintaining client background including meeting log and meeting notes
  • Attend team investment related meetings to develop an understanding of EMD markets, our investment ideas, and performance drivers
  • Work with team members to ensure the above is completed in a timely and accurate
  • Liaise with legal, compliance, finance and other internal functions as necessary
154

Credit & Portfolio Analyst Resume Examples & Samples

  • Drive strategic Risk Analytics for Citi’s Retail Services Group in the US
  • Partner with Risk Management Policy teams and with cross functional teams to evaluate effectiveness of current credit policies and strategies, present data driven recommendations for business performance improvements, and track and monitor program performance
  • Apply strong statistical and data analysis skills, SAS skills, and decision tree methodologies (CHAID/CART) to derive rigorous segmentation results based on business knowledge and objective judgment of the balance between risk and reward
  • Analyze credit risk data to develop, test, and optimize risk factors related to credit policies (Acquisitions, Authorizations/Credit Line Management esp with Operational delivery dependencies) utilizing statistical scoring, segmentation, regression and simulation techniques
  • Utilize experience with UNIX and SAS to perform risk, financial and data analysis including profiling, sampling, reconciliation, and quality testing
  • Prepare risk reports for senior management that include analytics of risk, performance, emerging trends and opportunities
  • Clearly communicate analyses. Presentations to both technical and non-technical personnel are often required
  • Work with cross functional teams to develop and execute credit change plans
  • Implement initiatives to ensure consistency and compliance with credit policies, and liaise with cross functional business counterparts to develop and implement risk strategies and program planning
  • 5+ years related work experience required, with significant academic experience/contribution
  • Portfolio Analysis and Behavioral Segmentation, Strategy Development, SAS
  • Credit card industry experience especially in an analytics or policy role
155

Credit & Portfolio Analyst Resume Examples & Samples

  • Maintain Daily, Weekly, Monthly and Quarterly assigned reporting inclusive of Citi’s membership exposure as well as credit exposure to our FMI clients
  • Proactively collect, monitor and take action on credit & membership exposure levels; undertake analysis/ investigation where required to ensure that the exposure levels are properly reported and any exceptions to exposure limits are resolved in a timely manner. This may include interacting with Business Sponsors, Sales and Trading as well as other ICG Risk support units to understand the credit/membership transaction
  • Responsible for completion and verify Annual Reassessments and Business Attestations on FMI’s
  • Assist with the preparation of MAT Breach Memos
  • Responsible for completion of Annual Credit Reviews of existing counterparties including Minimal Analysis Standards, Full Credit Material Change, Interim credit reviews and Transaction Approvals
  • Focus on the robust risk management processes to meet the internal and regulatory needs in regards to Comprehensive Capital Analysis And Review (CCAR). Strong emphasis on reporting and improving the Stress Testing performed as part of the CCAR capital planning and review process, which is designed to test each firm’s internal analysis of their capital adequacy. Reviewing, investigating and ensuring the executed monthly and quarterly capital and CCAR/DFAST stress test assessments are accurately reflected for various industries
  • Maintain an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
  • Maintain a high degree of technical and policy understanding with respect to membership risk, credit risk, risk management and Citi Policy
  • Maintain effective working relationships with colleagues in other areas of ICG Risk
  • 2-4 years Financial Services and Credit/Risk Experience
156

Portfolio Analyst Resume Examples & Samples

  • Manages client relationships under the direction of Director of Investments and Portfolio Managers. Direct involvement in setting asset allocation policy, sector weightings, security selection and other investment decisions as related to the PMG offering and the overall investment direction of RJT with other senior members of the RJT investment team
  • Assists more senior Portfolio Analysts, Trust Administrators & Portfolio Managers in managing client relationships and client retention
  • Conducts Investment research and analysis around all aspects of the investment offering utilizing various resources
  • Is involved in the implementation of a holistic investment strategy in conjunction with the PMG team
  • Prepares performance reports & investment reviews
  • Indirectly assists with coordination of estate planning, banking, credit, insurance, trust operations, financial planning and other services typical to PMG's target market
  • Works closely with the prospective client's advisors, including attorneys, CPA's, insurance professionals and others as needed
  • Is an integral member of the RJT investment department and takes on other duties from time to time to assist with projects and tasks related to the trust company's investment offering
  • Participation on RJT committees or sub-committees may be required
  • May be asked to attend cultural and social functions as made available by Director of Investments or other Trust Leadership
  • Software necessary for portfolio analysis including Excel, Word, PowerPoint, and Trust accounting software as well as analytics used in the industry
  • Principles of estate planning, trusts and securities industry operations
  • Preparing and delivering written and oral presentations
  • Provide a high level of service
  • Establish and maintain effective working relationships at all organizational levels
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment
  • Bachelor's Degree (B.A.) in related field from a four-year college or university with three (3) to five (5) years in financial services environment, preferably in client retention/expansion or project management/analysis
157

Junior Portfolio Analyst Resume Examples & Samples

  • Primary back up to the Portfolio Manager(s) and typically acts as a first point of contact for the clients
  • Demonstrates knowledge and understanding of product offerings and DB Platform
  • Remain abreast of the Global Investment Committee views as well as the asset allocations determined by the Americas Regional Investment Committee
  • Provides advice to clients on market conditions; product offerings; and product performance
  • Bring specific trading ideas to Portfolio Manager’s attention
  • Recognize client objectives and restrictions and assist the Portfolio Managers in monitoring accounts to ensure objectives are met and restrictions are adhered to
  • Adhering to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media policy
  • Diligent in keeping controllable expenses such as overdrafts, errors and claims to a minimum
  • Respond to all client requests and inquiries in timely and accurate manner
  • Assist with account opening documentation including KYC and AML requirements
  • Complete Annual Client Updates (ACUs) as required
  • Responsible for Trust Investment Committee (TIC) and Investment Advisory Committee (IAC) documentation
  • Responsible for APT Risk Questionnaire and Investment Proposals
  • Ensure client documentation is filed and imaged
  • Prepare customized reports/summaries and client/prospect presentations
  • Attend client/prospect meetings with the Portfolio Manager
  • Anticipating and addressing issues before they become significant
  • Identifying and suggesting ways to improve current processes
  • Assisting with the cross-training of new hires
158

Credit & Portfolio Analyst Resume Examples & Samples

  • Working with Marketing, Decision Management and Finance teams on the P&Ls for the acquisition investment decision
  • Tracking forecast results to actuals to improve forecasting performance
  • Understanding of basic P&Ls of Cards business. Experience in consumer lending business and/or risk management. Credit card experience is preferred but not required
  • Excellent quantitative and analytic skills; ability to derive patterns, trends and insights and provide recommendations
159

Portfolio Analyst Resume Examples & Samples

  • Monitor index changes and create test indices for trading
  • Ensure data integrity on index composition and portfolio holdings
  • Conduct research on corporate actions and/or index changes
  • Verify internally calculated index and portfolio returns
  • Prepare trades for index changes under guidance of PMs
  • Monitor trading strategies and trade executions
  • Assist in ad hoc internal and external client requests
  • Assist in preparing portfolio attribution reports and assist in other ad hoc department projects
160

Credit & Portfolio Analyst Resume Examples & Samples

  • Lead, manage, and/or coordinate special projects on behalf of the ICG Chief Risk Officer. The projects span a variety of initiatives, and support senior-level audiences. Sample projects include
  • Ability to thoughtfully and succinctly convey information
  • An “entrepreneurial” mindset
  • Willingness to "roll up sleeves" and a strong work ethic
  • Ability to think one or two steps ahead of the assigned task and propose new creative/effective ideas/solutions
  • Ability to synthesize complex concepts, translate into "user-friendly" language, and effectively communicate in both verbal and written forms
  • Proficient technological skills including Microsoft Excel, Powerpoint, and Outlook
  • Enhanced market and product knowledge
  • Substantial senior management exposure, across Risk, business, and other functions
  • Increased business knowledge
  • Improved project management skills
  • Numerous communication opportunities
161

Portfolio Analyst Resume Examples & Samples

  • Bachelor’s Degree in; mathematics, engineering, physics, statistics, or a related quantitative or technical discipline
  • 2+ years of relevant experience ideally within portfolio research, portfolio management, portfolio monitoring/risk in a quantitative research/analyst, or related function
  • Adept coding experience utilizing either; Java, Python, C++ or Groovy
  • Clear judgment and critical thinking skills
  • Post-Graduate degree indicating strong quantitative and technical ability
162

Portfolio Analyst Resume Examples & Samples

  • College Degree required; CFA pre ferred
  • Good written and oral communication skill
  • Integrity and Trust: Credible and confident with the ability to communicate with stakeholder
  • Independent Motivation: Desire to contribute at a high level beyond simply executing requested tasks
  • Collaborative Approach: Willingness to collaborate with individuals across teams, not just in fixed income, to maximize the use of Russell resources and IP when working on projects
163

Portfolio Analyst Resume Examples & Samples

  • Monitoring of portfolio performance and risk profile across a wide range of portfolios and investment types
  • Assist in fund cash flow monitoring, including margin and FX exposures
  • Follow-up on trade execution with trading, accounting and settlement teams
  • Respond to client and Internal queries on portfolios
  • Analyze investment options from both a qualitative and quantitative standpoint
  • Draft portfolio commentary and produce periodic reporting for distribution to clients
  • Develop and update presentations for internal and external usage. Coordinate with Marketing and Compliance to create final drafts
  • Act as a liaison with trading, technology, operations, risk and other teams
  • Bachelor’s Degree or higher. Major in Finance, Economics, Computer Science, Mathematics or other sciences preferred
  • Strong skills in Excel, including VBA
  • Familiarity with programming: MATLAB, Python, Stata, SQL preferred
  • Familiarity with market software: Bloomberg preferred
  • 2-5 years of experience in investment management or finance
  • Interest in CFA or CAIA programs. Enrollment or progress preferred
164

Credit & Portfolio Analyst Resume Examples & Samples

  • BA/BS Required
  • Bachelor’s degree in General Business, Accounting, or Finance, a plus
  • Strong computer, analytical and quantitative skills
165

Portfolio Analyst Resume Examples & Samples

  • College degree in finance, economics, business or statistics
  • 0 - 3 years work experience in public accounting, banking or other investment/finance related area
  • Proficiency with Microsoft Office applications, including the ability to create graphs and tables using Excel and proprietary software
  • Ability to work well in a fast-paced, high-pressure environment
  • Ability to work independently and within a team environment on a variety of projects, receive instructions from a number of people, and meet project deadlines
  • Quick learner and demonstrated problem solver
166

Senior Portfolio Analyst Resume Examples & Samples

  • Supporting internal advisors with business development, new client opportunities and client meetings
  • Preparing materials for client and prospect meetings
  • Updating CRM (Client Relationship Management) database with all client communications
  • Providing world class customer service to all CPAs, financial advisors and clients
167

Credit & Portfolio Analyst Resume Examples & Samples

  • Display solid leadership skills and a thorough understanding of all the products utilized within the FIRM
  • Act as subject matter expert and assist with workflow management of the Limit Monitoring Analysts covering the Global Banks Portfolio
  • Proactively oversee the monitoring of exposures for the Banks Industry; ensure exposures are properly reported and exceptions resolved
  • Train, coach and develop staff
168

Credit & Portfolio Analyst Resume Examples & Samples

  • Partner with risk officers related to all aspects of their responsibilities: Annual Credit Reviews, Portfolio Reviews, and Exposure Analysis
  • Responsible for completion month existing counterparty Minimal Analysis Standards or Full Credit Material Change Annual or Interim credit reviews
  • Gather required information in order to assist and/or complete the credit review by utilizing credit systems and public data tools (e.g. Bloomberg, Moodys, S&P, Web)
  • Participate in the incoming requests of account approvals, including investigation of linking accounts to appropriate counterparties and partner with Credit Officer to advise if approved
  • Assist Credit Officers as requested on various operational tasks such as Approval and Risk Rating workflows
169

Portfolio Analyst Resume Examples & Samples

  • Responsible for running and reporting up through Operations leadership the condition of resources to support the Operations portfolio
  • Ensuring integrity and accuracy of the data quality for projects approved in Instantis
  • Provide support in the management of the Cost Improvement Project Portfolio, partnering with finance and business functions to align/develop savings calculations and ensure alignment of actuals and forecasts
  • Support business planning cycle by ensuring alignment to new targets and supporting FW portfolio adhere to BP targets in Instantis, and ensure accuracy in Global reporting
  • Support Business Improvement Programs or elements thereof
  • Facilitate Process Excellence (PE) activities and other Continuous Improvement projects and initiatives
  • Support FW Operations in Kaizen and 5S initiatives
  • Responsible for scheduling and reporting outputs from Fort Washington GEMBA Program
  • Ensure PE Projects are maintained accurately and in a timely fashion within Instantis
  • Collect and report out metrics of PE activities at an understandable and actionable level
  • A minimum of a Bachelor's degree is required. A concentration in Science, Business, Mathematics/Statistics, or Industrial Engineering is preferred
  • A minimum of 4 years of related industry experience is required
  • A minimum of 3 years’ experience working directly in pharmaceutical manufacturing operations is preferred
  • Knowledge of cGMPs is required
  • Experience with Business Improvement/Process Excellence Methodologies (Lean, Six Sig Sigma,) is preferred
  • Experience in Project Portfolio Management applications such as Instantis is preferred
  • Business metrics and data analysis, experience with data analytics tools such as Microsoft Excel and Tableau is preferred
  • Possesses strong analytical skills with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy is required
  • Experience in Microsoft Project, Word, Excel, and Power Point is required
  • This position is based in Fort Washington, PA and may require minimal travel to local sites.Process Engineering
170

Credit & Portfolio Analyst Resume Examples & Samples

  • The portfolio analyst will support the risk managers with the day to day responsibility for a diverse portfolio of Financial Institution clients
  • Proactively monitor exposures; undertake analysis/ investigation where required to ensure exposures are properly reported and exceptions resolved. This may include interacting with Sales and Trading as well as Credit Risk to understand the transaction
  • Coordinate with other departments and various levels of management regarding risk reporting issues, including investigating data issues, and resolving reporting errors
  • Serve as subject matter expert regarding risk reporting; develop and implement solutions as warranted
  • Develop an ability to resolve internal and external audit issues and to interpret information requests from Regulators
  • 0-1 years financial services experience recommended
171

Credit & Portfolio Analyst Resume Examples & Samples

  • Partner with risk officers related to all aspects of their responsibilities: Annual Credit Reviews, Portfolio Reviews, Exposure Analysis and Account Approvals
  • Participate in the high volume incoming requests of account approvals, including investigation of linking accounts to appropriate counterparties and partner with Credit Officer to advise if approved
  • Responsible for completion of ~ 4+ per month existing counterparty Minimal Analysis Standards or Full Credit Material Change Annual or Interim credit reviews. Reviews include IA as Agent and Pension Plan Funds
172

Portfolio Analyst Resume Examples & Samples

  • Owning development and delivery of MI that provides insight to our clients and internal stakeholders and drives out opportunities to improve liquidation
  • Supporting operations to deliver great service to our clients
  • Supporting the management team to ensure effective forecasting, management and communication of the business financial performance
  • Interpersonal and relationship building skills, with confidence and ability to influence others
  • Experience in a Collections or Recoveries environment preferable
  • Exceptional numeracy and demonstrable attention to detail
  • Experience with database environments and data set manipulation particularly in SQL / SAS and Excel
  • Problem solving and analytic skills with a high degree of analytical rigour
173

Portfolio Analyst Resume Examples & Samples

  • Responsible for generating management reports which are complete, accurate and timely
  • Works closely with other members of the Portfolio Analytics Group to successfully manage fluctuating workflows and project assignments
  • Assists in active monitoring of select industry segments and identifying trends that could potentially create risk for the bank
  • Works in conjunction with numerous internal product partners and systems
  • 3-5 years of experience in data management and/or project management activities
  • Corporate banking experience with exposure to corporate banking credits
  • Knowledge of financial analysis concepts and methodologies
  • Background in finance or data science with the ability to apply knowledge in these areas to understanding the overall business environment
  • Familiar with financial reporting and ad hoc reporting creation
  • Thorough knowledge of computer applications, software, system design and analysis
  • Expert ability to identify issues and interpret data
  • Strong interpersonal skills and the ability to interact effectively with all levels of management
  • Strong Microsoft Excel skills with working knowledge of Microsoft SQL Server, Access, or other relational database tools
  • Able to manage multiple data requests concurrently
  • Able to meet multiple deadlines in a high-stress environment
  • Skilled at interpreting complex financial data into actionable information for business line management
  • Understanding of relational databases and query efficiency
174

Portfolio Analyst Resume Examples & Samples

  • Responsible for gathering and analyzing large datasets for periodic client reporting needs, gathering data on current market condition for client reporting and supporting Sr. Investment Professionals
  • Provide analytical, quantitative and technical support for the reporting needs of the high yield clients and Columbia High Yield mutual funds
  • Strong MS Excel skills and ability to navigate MS Access are mandatory
  • Strong knowledge of securities desired. CFA designation or progress desired
175

Portfolio Analyst Resume Examples & Samples

  • At least 2 years of experience in credit risk analytics. Knowledge of wholesale portfolios preferred
  • Strong analytical, quantitative and computational skills (SAS or SQL knowledge is a plus)
  • Working product knowledge on Treasury is a plus
  • Keen interest and awareness of macro-economic developments and emerging risk factors
  • Able to work under pressure and tight timeline
176

Portfolio Analyst Resume Examples & Samples

  • Interact closely with portfolio managers and traders to ensure timely and accurate execution of investment strategies across client portfolios
  • Determine effective implementation of ideas across portfolio mandates with different constraints
  • Rebalance portfolios in response to cash flows, benchmark changes, market price movements, and changes in client guidelines
  • Monitor positions relative to client guidelines and verify transactions are consistent with guidelines
  • Interact with many areas of the firm to improve processes and minimize operational risks
  • Help monitor risk and performance across client portfolios
  • Analyze risk exposures and key market sensitivities of positions in portfolios
  • Ability to work well under pressure and prioritize tasks
  • Strong interpersonal and communication skills needed to interact effectively with various investment professionals and other business professionals around the firm
  • Ability to think creatively and flexibly to initiate projects that lead to improved implementation of strategies and trades
  • A basic understanding of and a strong interest in fixed income investing; prior experience on a portfolio management team is preferred
  • Strong academic credentials; a Bachelor's degree required
177

Senior Portfolio Analyst Resume Examples & Samples

  • Strong knowledge of leveraged finance and media & telecom sectors and markets
  • Fluent with Microsoft Word, Excel, and Powerpoint; and
  • Knowledge of Project Finance and Infrastructure Finance sectors
  • Solid financial, credit analytical and portfolio management skills
  • Strong interpersonal and written and verbal communication skills
  • Strong problem solving and organizational skills, ability to prioritize and multitask
  • Team player. Will be working closely with senior Front Office and Risk managers
  • Comfortable working with legal documentation
  • General knowledge of cash flow modeling and analysis and valuation skills developed in a financial services environment
  • Minimum 8-10 years banking/finance experience, preferably in leveraged finance, media & telecom finance and/or other structured finance environment
  • Formal credit training program
178

IT Senior Portfolio Analyst Resume Examples & Samples

  • Provides direction to the Portfolio Analysts for all day-to-day tasks
  • Provides training to new analysts and reviews assessments for completeness and accuracy
  • Processes more complex requests in alignment with company strategic goals and targets
  • Analyzes and reports IT budget data on an accurate and timely basis
  • Prepares executive level reports to review portfolio prioritizations and funding statuses of all initiatives
  • Facilitates portfolio review process by partnering with internal team members and business managers to assess all project requests and define network, infrastructure and labor costs to support leadership prioritization and approval of initiatives
  • Reports and communicates on all approved projects to the Project Management Team
  • Provides support to the business managers, internal teams, and corporate during the annual planning process
  • Works with IT leadership on detailed budget requests and issues, reviews all project change controls to assess the impact on project portfolio, and generates budget and portfolio reports
  • Tracks and reports on unapproved and unfunded projects
  • Supports Portfolio Management Director on specific portfolio and operational improvement needs
  • Supports all department functions related to IT Portfolio Management
  • Minimum of 4-6 years of experience in related field
  • Experience in Portfolio Level Management and Project & Program Management
  • Advanced expertise in Microsoft Excel, PowerPoint and Visio
179

Portfolio Analyst Resume Examples & Samples

  • Manages a portfolio of accounts based on experience and skill set. Challenging assignments can be expected as incumbents gain experience in the role
  • Reconciles all required backup (Agings, Payables Agings, Inventory, marketable security statements, etc) for the Borrowing Base Report within expected timeframe
  • Completes concentration analysis for each client
  • Performs the email notification process upon completion of the independent borrowing base calculation
  • Escalates any exceptions in backup/reporting received in comparison to the Handling Memo according to departmental procedures
  • Ensures complete and executed Handling Memorandums are appropriately maintained on all accounts
  • Participates in the discussions and documentation of procedures for certain functions within the department
  • Proactively follows-up with clients prior to the due date to insure the collateral package is received on time
  • Provides information, to the Field Exam staff
  • Works with the Team Manager to formulate Borrowing Base Certificate formats for client use. Regularly updates the customer templates and internal worksheets when any changes are made to the borrowing base structure or required customer reporting
  • Notifies the Team Manager or department manager of any unusual activities or trends noticed during their review
  • Participates in Portfolio analyst training sessions
  • Participates in testing and feedback activities relating to group projects
  • Participates in cross-training activities to ensure trained backup staff is available on every account assignment
  • Provides reporting data to management that is required in the preparation of metrics or regularly-prepared management reports
  • 20160829
180

Portfolio Analyst, Multi Asset Resume Examples & Samples

  • Merging, structuring, analyzing and automating large amounts of data from various sources
  • Writing and maintaining code that supports the investment research process
  • Researching predictable patterns in asset returns, risks, and trading costs
  • Participating in data architecture decision-making to support research analytics platform
  • Supports overall strategy development and implementation for portfolios
  • Bachelor’s degree in a technical field, such as applied mathematics, economics, finance, statistics, mechanical engineering or computer science
  • Strong programming, Excel and modeling skills, including 2+ years of experience, with the ability to apply Stata, R, SAS, or MATLAB technology to financial research
  • Experience with database software such as MS SQL Server and web programming such as Javasript
  • Quanitative mindset, ability to solve problems using logic and innovative approaches
  • Good listening skills - asks for clarification when appropriate
  • Integrity and Trust: Credible and confident with the ability to communicate with stakeholders
  • Execution: Ability to execute multiple tasks on time, under pressure, and with quality
181

Portfolio Analyst Resume Examples & Samples

  • Define, document, monitor and support project delivery processes
  • Train and coach project managers and other project team members in project delivery processes supported by HP PPM
  • Define configuration and reporting requirements, including prioritize, testing, and managing deployment of requirements for HP PPM and other enterprise standard project and portfolio management tools
  • Monitor and correct supporting data used in HP PPM
  • Undergraduate college degree or equivalent experience
  • Fundamental Project Management training covering the PMI Project Management Knowledge Areas
  • Drive for Results
  • Planning & Estimating
  • Monitoring & Controlling
182

Portfolio Analyst Resume Examples & Samples

  • Compile and manage a Global Portfolio of Product Concepts
  • Build strategic product plans that take into consideration traits, germplasm and other components that comprise an integrated solution and align these with actionable field trials
  • Collaborate with cross-functional stakeholders in commercial and technology organizations to validate business rules, formulate and complete end-to-end analysis that includes data gathering, ongoing modeling and presentations to develop the strategy
  • Conduct data analysis to understand resourcing needs and make business recommendations that increase product value and minimize risk
  • Collaborate with IT to develop strategic plans for managing product concept information
  • 8+ years of related work experience in a similar role
  • Outstanding project management skills
  • Ability to solve complex problems with creative and effective solutions
  • Master’s Degree/MBA in a relevant discipline
  • Experience in Agronomy, Plant Breeding or related field
  • Proven experience leveraging data and analytics to influence business strategy
  • Demonstrated computational skills to turn data into information and model future scenarios
  • Experience with the Monsanto Commercial, Technology Development or Supply Chain organizations is highly desirable especially as it relates to products
  • Strong business aptitude, the ability to rapidly learn new problem domains, and become conversant in the domain with subject matter experts
183

Portfolio Analyst Resume Examples & Samples

  • Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject
  • Proficiency in Microsoft Office Suite and Bloomberg; Moxy and APX experience a plus
  • MBA, CFA and/or industry experience preferred
184

Senior Portfolio Analyst Resume Examples & Samples

  • Accountable for defining the policies and process within the scope of the Framework (ie. PMLC, SDLC)
  • Oversee all of the activities of the PPM Management process (ie. Project Portfolio Management, etc.)
  • Ensures that all processes and procedures concurrently meet the Bank’s standards and requirements
  • Researches, monitors and communicates business and technology trends to PMO Heads, Director of Metrics and Analytics, and LOB contacts in order to update them on impacts to their LOB
  • Provides knowledgeable counsel to PMO Heads, Director Metrics & Analytics and LOB management to resolve conflict arising from PPM issues
  • Develops and maintains procedures and control systems that are used to ensure compliance
  • Accountable for driving the efficiency and effectiveness of the process
  • Produces and conveys Senior Management analytical information and performance metrics
  • Manages and provides coaching to PMs and PCOs as required
  • In conjunction with the PMO Head and Director, Metrics & Analytics, the Sr. PPM Analyst
  • Provides input into Performance Management Processes
  • Assists in the Designs of PM training plans, communication and culture strategy
  • Possesses fiscal financial plan responsibilities
  • Facilitate capacity planning for LOB
  • Facilitate review sessions with LOB and project management organization
  • Possesses a university degree and/or 6 to 8 years relevant work experience
  • Solid knowledge and expertise in the use of project management methodologies and analytical tools (e.g. Clarity, MS Excel and PowerPoint, SharePoint repositories, Systems Development Life Cycle (SDLC), Project Management Life Cycle (PMLC) if applicable)
  • Experience with Tibco Spotfire desired
  • Ability to navigate a matrixed organization effectively
  • Solid problem-solving and critical-thinking skills
185

Credit & Portfolio Analyst Resume Examples & Samples

  • Supporting end to end model development while closely interacting with regional and global teams
  • Responsible for completing all model documentation
  • Ensure all required approvals are in place
  • Complete testing requirements and system implementation
  • Ensure annual renewals and approvals are completed on time
  • Keep track and respond to all model management queries and emails
  • Complete responsibility for model management for credit risk including model performance and escalation process
  • Support credit risk seniors by being the primary point of contact for all model management related activities for the team
  • Experience with dynamics of unsecured products
  • 6-8+ years’ experience in performing quantitative analysis, model documentation, segmentation analysis
  • 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
186

Portfolio Analyst Resume Examples & Samples

  • Reallocation Management:Responsible for the day-to-day model portfolio management process. This includes building model portfolios, analyzing model analytics, supervising the model release process and resolving associated issues
  • Investment Research and Analysis:Works closely with the PAS-W investment team, and other investment staff to continuously refine and improve the quantitative investment methodology and associated policies, through investment analysis projects
  • Portfolio Oversight:Develop, monitor and communicate portfolio performance, risk, positioning, rebalance metrics etc. to ensure alignment with the Portfolio Managers investment thesis and process
  • Business Liaison:Work closely with portfolio services, data strategy & management, product development, and the distribution channels in monitoring re-allocations and enhancing existing processes
  • Systems Collaboration:Provide requirements to the SAI technology group as part of ongoing evolution of the PAS-W investment platform. Perform business acceptance testing of platform enhancements
  • Ad-hoc Support: Develop periodic and ad-hoc reports/analysis for portfolio management team
  • An ideal educational background would be a Finance MBA with significant experience using quantitative methods, or an engineering/computer science major with strong interest in finance and/or investment management
  • CFA designation or a progress towards one is desired
  • Three to five years of relevant work experience in an investment management/research role is expected. Five to seven years industry experience
  • Detailed understanding of quantitative portfolio construction techniques in a multi asset class context, portfolio theory and statistics
  • Stellar quantitative and programming skills, ability to perform quantitative analysis/research via R is required
  • Capable of performing advanced data analysis using SQL. Familiarity with data visualization tools is a plus e.g. Spotfire, Tableau
  • Experience working with investment data. Knowledge of mutual funds, portfolio analytics, and familiarity with tools such as Morningstar Direct, Factset and BarraOne will be preferable
  • Passion for financial markets and the investment management process
187

Portfolio Analyst for Digital Loans Resume Examples & Samples

  • Preparation and launching of new digital channels for loan-selling
  • Manage and track the performance of the channel
  • Channel growth and diversification
  • Sharp analytical skills
  • Enjoys process improvement
  • Good communication skills as will interact closely with other departments on a daily basis
  • Knowledge in Citi's back end loan system is a plus
188

AVP, Senior Portfolio Analyst Resume Examples & Samples

  • Maintain and enhance SMBC Americas Credit Risk Database, including updating Tokyo (Head Office's) system renewal and directly utilizing said data
  • Enhancement of Data Governance pertaining to MIS; including documentation (e.g. business requirements/data attribution requirements) and align reporting/data making procedures
  • Enhancement of credit port analysis by utilizing information provided by GBR
  • Conducting and supporting portfolio analysis for the creation of local internal rules utilizing requisite data (both regulatory requirements and internal initiatives)
  • Proficiency in MS Excel and Access with SQL skills, and the ability to work with large amounts of data across multiple sources
  • Although not required, Japanese language skills are strongly preferred; ability to communicate with Tokyo Head office IT directly, and read Head Office IT related documents written in Japanese
  • 5+ years of directly relevant experience
  • Data Management experience
  • Experience on projects involving business intelligence, data integration, data warehousing, data cleansing and data conversion processes, techniques and/or tools
  • Experience with source system data analysis and solid understanding of various data and file structures
  • Proficiency with Microsoft Office Suite (Word, Excel , Access , Power point), SQL, and VBA required
  • Experience establishing and running various data management related forums, such as working groups strongly preferred
  • Credit Risk experience strongly preferred
  • Data analysis, understanding of concepts and significant experience working with relational databases, SQL, and BI tools
  • Business analysis and project management. Ability to produce clear, well-articulated documentation is essential
  • Knowledge and experience with traditional credit products, their processing and related master data is required
  • Ability to perform critical thinking; ability to understand the problem, come up with the solution/options, amd subsequently document and present the analysis to various audiences
  • Strong analytical skills and ability/willingness to learn quickly
  • Applicants must be motivated and detail oriented with a strong customer service and delivery focus
  • Good interpersonal skills needed for working in a team environment across departments
  • Understanding of data management principles and practices
  • Understanding of data modeling concepts and techniques strongly preferred
189

Itsm Portfolio Analyst Resume Examples & Samples

  • Project Management Professional (PMP) certified preferred
  • IT Infrastructure Library (ITIL) 2011 (V3) Foundation certified preferred
  • Demonstrated ability to manage multiple small teams, which includes ability to conduct employee performance evaluations
  • Must have in-depth understanding of ITIL processes and the necessary tasks to develop, document and implement within large IT environments
  • Proficient in the Microsoft Office suite of products (Word, Excel, PowerPoint, and Outlook)
  • Experience and understanding of DoD/DON IT Acquisition Program Management disciplines (experience in an ACAT program) a plus
  • Experience and understanding of IT Service Management (ITSM) implementation projects based upon ITIL best practices a plus
  • Knowledge of DoD Direct Collaboration Service (DCS) or WebEx teleconference equipment and use Web-hosted sharing products (i.e. SharePoint) a plus
  • Requires technical writing capability at the expert level. Includes the ability to demonstrate proper technical writing skills (i.e. use of proper grammar, sentence structure, sentence syntax, and verb tense)
  • Ability to coordinate or support multiple tasks during meetings (i.e. run computer, take notes, capture action items etc.)
  • Experience with quality control oversight of product development and delivery a plus
  • The ability to demonstrate confidence in performing in a fast paced, ever changing working environment is a plus
  • A working knowledge of Microsoft Visio and Microsoft Project is a plus
  • Must have, or be able to obtain and maintain, a DoD Secret Clearance
190

Portfolio Analyst Resume Examples & Samples

  • Portfolio Valuation
  • Prioritization
  • Financial Modeling
  • Strong Work Ethic – Willing to work hard to see projects through & push for results
  • Economic Thinking – Ability to balance market & financial analysis to “quantify the qualitative” for comparison and prioritization alongside other products/projects
  • Initiative – Being able to take the kernel of an idea or analysis and run with it
  • Analytical Perspective – Ability to “sense check” and fully understand analytical output; not just run a report or follow a set of instructions & hand over the output without asking if the answers make sense
  • Analytical Courage – Being willing to move forward by making & documenting logical assumptions with less than perfect information, and being willing to have those assumptions respectfully challenged
  • Organizational Agility – Being energetic & outgoing and building relationships with key resources
  • Humility – Not being afraid to say “I don’t know” or reach out for help when a sticking point is reached; and not being above the occasional data slog to find good information, when necessary
  • Open to Challenge – The challenge process is a critical aspect of work at Guardian, it ensures best knowledge is integrated into analysis & decisions, and improves output in a meaningful way. Being open to and accepting of challenge is critical to success in this role
  • Positive Disposition – Not taking oneself too seriously; having a jovial attitude with teammates; expecting to work hard and have fun doing it
  • Enthusiasm – Excited about new learning opportunities & willing to try stretch assignments (understanding there will be plenty of guidance, support, and thought-partnership from management & teammates)
  • Bachelor’s degree in Finance or Business (others considered with the right skills)
  • A minimum of three years’ business experience, preferably in a finance or product/marketing support role
  • Financial acumen – know the P&L and how to allocate costs & calculate returns
  • Strong analytical skills – can pull what’s important out of studies, reports, & data
  • Effective ability to organize – meetings, data, analysis, projects, etc
  • Advanced Excel: ability to turn data into useful information for comparison & prioritization
  • Cross-functional thinking: Integrating many business disciplines to develop comprehensive analysis
  • Market analysis including; value chains, supply/demand, macro driver trends, competitive position
  • Financial intelligence:Economic/Financial modeling and analysis
191

Credit & Portfolio Analyst Resume Examples & Samples

  • Managing a group of analysts within the GIRM space for one of the industry teams (hiring, training, performance management, evaluation and monitoring)
  • Building strong relationships with counterparts in GIRM units across regions
  • Demonstrate sound judgement on appropriateness
  • Graduate (with 4 -6 years of experience in related discipline) or MBA/CA/US CFA with 3-4 years’ of Risk/ Research related experience
  • Four to six years of banking or analytical experience with credit rating agencies, preferably with focus on corporate clients
192

Portfolio Analyst Resume Examples & Samples

  • Perform, assist or supervise a variety of portfolio operations tasks including
  • Provide administrative coordination between portfolio management, trading, operations, fund accounting, fund custodian and other areas
  • Capture, maintain and/or input data to facilitate the portfolio management and trading function. Perform analytics pertaining to ProShares, competitors and benchmarks. Data and analyses will revolve around fund and index performance, transaction costs, and asset flows. Perform other investment performance analysis as needed
  • Conduct limited research projects
  • Monitor, report, and assist in implementing index changes and corporate actions
  • Monitor and report on the proxy-voting process
  • Assist is resolving clearance and settlement issues
  • Communicate and effect trading decisions made by the portfolio manager with broker-dealers either telephonically or electronically or through a variety of electronic trading platforms
  • Obtain familiarity with the portfolio management and trading systems and strategies utilized by the Team
  • Requires extreme attention to detail
  • Requires strong quantitative and analytical skills
  • Understanding of financial derivatives including futures, options, and swaps are a plus
  • 1 These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
193

Portfolio Analyst Resume Examples & Samples

  • Bachelors Degree or other advanced degree
  • Excellent financial forecasting, trending and modeling skills, with previous Amex experience desired
  • Strong communicator with ability to keep stakeholders aware of progress against key financial goals
  • Ability to lead annual budgeting process working with multiple stakeholders, including senior leadership
194

Portfolio Analyst Resume Examples & Samples

  • Requires Global financial acumen in terms of supporting the organizational financial operating principles and working with organizational financial reporting
  • Possess prior AMEX IT and finance work experience, with a broad range of exposure to various technical environments and business segments
  • Knowledge of AMEX financial and portfolio management business accumen is critical
  • Ability to drive and partner on Investment Effectiveness, business prioritization, financial mgmt and reporting tools and processes required
  • Experience in AMEX LOB (OPEX, ACU, SQP, TI/MLRB) and Global technology cost center (invoices, OPCs, VIVAR, GL, headcount) monthly forecast analysis and reconciliation needed including net position, reclasses, budget mgmt (TM1) and Ariba
  • Project Management tools (PMT/Clarity/SDLC reporting) and processes (Waterfall, Agile) required
  • Strong written, oral, and graphic communication skills also required
  • Previous AMEX PMO or finance experience preferred
  • Proficient in MS Office Suite tools with proven Excel expertise (including pivots, charting and formulas) to drive ongoing department reporting requirements and develop "ad hoc" reporting, as needed
  • Excellent in communication (oral, written, graphic), coaching/mentoring, motivating, and teamwork – strong relationship/interpersonal/networking skills - must be able to work with virtual team members (including US, European and Munich based) successfully and stay connected with flexible working hours
  • Excellent thought leadership skills with the ability to prioritize and organize work; Proactive self-starter with a high level of personal initiative and positive attitude. Bachelor Degree in Finance, Business Administration or Project Management with at least 5 years AMEX financial management and PMO experience preferred
195

Portfolio Analyst Resume Examples & Samples

  • Bachelor's Degree or equivalent experience in an Operational environment
  • Strong communication and collaboration skills
  • Good understanding of Infrastructure Reference Architecture and proficiency in Data Analysis
  • 6+ years demonstrated experience of one or more of the following areas
  • Strong Excel proficiency (Pivot Tables, Data analysis, Macros, VBScript is a plus) is essential
  • Understanding of Mid-Range tech stacks preferred
  • Understanding of AET Infrastructure policies, standards and systems (AIM/Central, ServiceNow, End of Life, Low Utilization, server decomm) preferred
  • Familiarity with Cloud computing tech stack preferred
  • Working knowledge of Clarity (Project Financials) preferred
196

Junior Portfolio Analyst Resume Examples & Samples

  • Assist PMs who are accountable for ongoing monitoring and due diligence for credit relationships within their assigned portfolios, and addressing all related customer issues
  • Helps the PM develop customer awareness of economic, market, regulatory and banking industry trends with respect to credit in order to set credit quality expectations with the customer
  • Stay current on industry trends that create risk for the bank or for the customer
  • Works closely with PMs and RMs in successfully managing their jointly assigned customer relationships
  • Conducts pricing analysis for credit risk incurred in order to help meet bank’s profitability and return objectives
  • Working closely with PMs and RMs, participates in growing net revenue year over year
  • Participates, in conjunction with the assigned PMs and RMs, in an effective calling effort for existing credit customers and prospects, as needed and appropriate
  • Support PMs to ensure that all internal risk ratings are accurate and kept timely (i.e., identifies key business issues, performs financial analysis including forecasting, establishing loan covenants and collateral analysis); maintains acceptable credit quality and loan profitability standards
  • Responsible for assisting with the producing of credit display packages that are well written, complete, thorough and adhere to business line and U.S. Bancorp standards
  • Ensure that PMs identify and adhere to U.S. Bancorp policies and procedures and conform to regulatory requirements. Keeps current on banking laws and regulations, economic and financial trends
  • Responsible for keeping current on U.S. Bancorp general commercial lending policies and Securities Industry specific policies, products, and services
  • Keeps informed through independent sources, seminars and classes to further enhance knowledge of various aspects of credit underwriting, portfolio management, credit product knowledge and commercial lending
  • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position
  • Bachelor's degree (Finance, Business, or Economics preferred)
  • Three to five years of credit and/or sales experience in the financial services industry
  • Candidate should be a self-starter and possess strong analytical and problem solving skills
  • Thorough understanding of credit and collateral requirements
  • Ability to work effectively with individuals and groups across the company to assist with the management of customer relationships
  • Working knowledge of Microsoft Word, Excel and Powerpoint is required
  • Ideal candidate will have some general understanding of the Securities Industry and Investment Management Industries, including, but not limited to, the types of companies that operate in these industry segments, funding sources, regulatory environment, and knowledge of market and credit risks
197

Portfolio Analyst Resume Examples & Samples

  • Effective people and project management skills
  • Risk principals
  • 1 Processes – Process tends to follow ~75% general paths with common scenarios
  • 2 Processes are significantly different across geographies/products and customer segments (>75% of business knowledge is required and difficult to obtain through training
  • 2 Frequently deals with Business Stakeholders (e.g. daily or every second day) and contact is face-to-face
  • 3 Ad hoc request sometimes occur but tend to have a non-urgent turnaround timeframe (within the same day)
  • Proven technical ability, behavioural techniques also evident. (80/20)
  • Strong analytic and statistical skills, experience in business use of statistics a pre-requisite. Good working knowledge of SAS, SPSS, PowerPoint
  • Strategy Manager and advanced knowledge of Excel, Word, and data warehouse systems
  • Understanding of P&L with the ability to think analytically
  • Confident in communication skills, both written and verbal, with strong capabilities to articulate complex analytical information
198

Credit & Portfolio Analyst Resume Examples & Samples

  • Demonstrate integrity, good judgment, and know when to seek guidance as needed
  • Able to develop and maintain effective relationships with colleagues within FIRM, within other areas of Risk Management and other Support Functions
  • Demonstrate good time management skills, the ability to multi-task and prioritize effectively in order to satisfy the needs of internal management
  • Proficient computer skills. Proficiency with MS Excel and MS PowerPoint is a must
  • Good communication skills, both oral and written
  • Between 1 – 4 years of credit experience
  • Minimum: Bachelor’s degree required
  • Self-motivated – able to set and adhere to own priorities/timeframes
  • Broad knowledge of Citigroup products, or working towards a broad knowledge, dependent upon level/experience
  • Ability to make and justify decisions to others
199

Credit & Portfolio Analyst Resume Examples & Samples

  • Manage and maintain the Agency Securities Lending database of counterparty metrics account detail. The candidate will also be responsible for liaising with Agent Banks to obtain financial statements, monthly performance and disclosure reports, and other data as required
  • Maintain data integrity in the Agency Securities Lending database; notify credit officers on any unusual movement in performance missing data
  • Monitor legal agreement credit terms, ensure all credit systems updated correctly, identify & escalate breaches, oversee resolution with analysts and Legal
200

Portfolio Analyst Resume Examples & Samples

  • Bachelor’s degree in Computer Science/Information Technology, Business or related field
  • Some formal project management experience
  • Ability to communicate effectively across multiple levels of the organization including managing through cross-business area or business unit prioritization discussions
  • Experience in implementing and maintaining accurate key performance measures relating to PMO and project management best practices
  • Must be proficient in Microsoft Project and Office (Word, Excel, PowerPoint) and possess solid computer skills
  • Experience in MS Project Online highly desirable
  • Team Player – demonstrates ability to work as part of a team of professional and willingness to give assistance to co-workers to achieve departmental goals
  • Ability to adapt to changing priorities and requirements, including the ability to multi-task and juggle many competing priorities and deadlines
  • Ability to cultivate and sustain strong and collaborative working relationships
201

Portfolio Analyst Resume Examples & Samples

  • Computers. Programs and Design – Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets
  • Human Resources – Basic knowledge of principles and procedures for personnel recruitment, selection, training, employment law, and personnel information systems
  • Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
  • Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making
  • Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines
  • Oral and Written Expression – The ability to communicate information and ideas in spoken or written form so that others will understand
202

Senior Portfolio Analyst Resume Examples & Samples

  • Knowledge of basic lending practices
  • Sound understanding of credit scoring, capital models and portfolio management techniques     
  • Above average computer skills including: statistical software (e.g. SAS, S-Plus), Microsoft applications
  • Strong analytical, numerical, research and problem solving skills
  • Well-developed stakeholder management skills
203

Credit & Portfolio Analyst Resume Examples & Samples

  • Estimation of Loan Loss Reserves for Delinquency Managed/Classifiably Managed portfolios
  • Perform variance analysis in reserves and prepare deck/review materials
  • Respond to various stakeholders on LLR details (reporting by region, product program and Legal entity)
  • Participate in the CoC planning exercise. Perform analytics to support assumptions
  • Support the monthly Basel process, oversee Data quality review and perform analysis to explain variance in Basel Parameters for DM portfolios
  • Perform analytics to identify opportunity to optimize Credit RWA
  • Prepare and analyse ad hoc requests by Senior Management, internal and external auditors/regulators
  • Support the bi-annual CCAR process (14A). This will require working with the team in New York to perform a host of exercise
  • The candidate should have 3-5 years of experience
  • The candidate should be conversant with Basel III rules for Classifiably Managed and retail/Delinquency managed portfolios
  • The candidate should be experienced with CCAR 14A stress loss estimation process and the governance around it
  • Advanced user of Microsoft Excel including macros, Access, PowerPoint, Sharepoint, Business Objects and Adobe Standard. Experience with Visual Basic and SAS is a plus
  • Timing - 1.00 pm - 10.00 pm
204

Portfolio Analyst Resume Examples & Samples

  • Assist in financial analysis and management of current real estate portfolio
  • Perform quality review of lease data to ensure accuracy. Escalate data exceptions to manager for further review/resolution
  • Review and analyze all major recurring initiatives (i.e. budgets, monthly, quarterly and annual reporting)
  • Conduct periodic reviews of client reports
  • Design and implement changes to current processes to streamline workloads and improve productivity
  • Perform standard processes established for client and participate in providing recommendations for continuing improvement and streamlining of procedures
  • Manage special projects as assigned
205

Commerical Portfolio Analyst Resume Examples & Samples

  • Bachelor’s Degree in Finance or related field or an equivalent combination of education and commercial credit analysis experience
  • Completion of formal Commercial Banking Training program or one year of experience in commercial underwriting
  • Proficiency with SunTrust bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, CLO, CMT)
206

IT Portfolio Analyst Resume Examples & Samples

  • Knowledgeable in IT architecture
  • Experience in conducting Capability Gap Analyses; Capability Area Deep Dives; Issue identification, analysis and adjudication; Redundancy identification; Offset identification; and capability performance assessments
  • Support Agency Information Technology (IT) business cases and portfolio by providing high quality, timely consulting services demonstrating the value of investments and support decision making
  • Experience with portfolio management practices and systems development life cycle practices and agency reporting processes and tools
  • Support IT Capital Planning and Business Case and Analysis of Alternatives development
  • Assist in developing, maintaining, and implementing a common, integrated, and scalable approach to IT planning and governance
  • Ability translate external and internal planning guidance into discretely defined IT investments
  • Provide analysis, training and advice to develop informed business cases
  • Develop and conduct Agency and one-on-one training
  • Support governance boards, steering committees, investment review boards, or executive councils
  • Provide support in developing programmatic cost estimates; identifying and analyzing resource options and alternatives; and identifying potential tradeoffs to support Enterprise/Staff Office and/or Agency management and decision making
  • Provide technical, administrative and logistical support for planning, conducting and reporting meetings, conferences and working group activities
  • Perform budgetary Analysis (e.g., Return on Investments)
  • Provide disciplined and mature project management controls for, but not limited to, requirements for technical planning, requirements management, configuration management, technical assessment, decision analysis, technical data management, interface management, risk management, and the certification and accreditation of all solutions
  • Evaluate and assess investment performance, and the effectiveness and viability of mature capabilities in supporting mission requirements
  • BA/BS required; advanced degree highly desirable
  • PMP and ITIL V3 Certifications preferred
  • Must be proficient in Microsoft office, especially Microsoft Project, PowerPoint, Visio and Excel
  • Good communication skills in English (verbal, written, and computer)
  • Extensive Knowledge of OMB 300, OMB Circulars, FITARA
207

IT Portfolio Analyst Resume Examples & Samples

  • 3 years of experience with providing portfolio management support to DoD, IC, and federal organizations
  • Experience with facilitating and coordinating working group-level and IPT meetings
  • Knowledge of Navy CIO functions
  • Ability to interface with senior level government and military staff
208

Manager, Portfolio Analyst Resume Examples & Samples

  • Assist in the global IPOM Financial Operations including the forecast and management of the resources and costs associated with various projects
  • Generate financial analysis and monitor progress on Global R&D Portfolio performance and provide comments and recommendations based on portfolio events to Senior Management
  • Ensure Project Leaders/Project Teams have regular updates on Plan, Resource and Cost aspects
  • Work with the various disciplines within IPOM to improve the quality and standards of reported data throughout R&D
  • Perform project valuations using the Corporate valuation model
  • Work with the Finance, Strategy. and Global R&D functional teams to support the global planning and prioritization exercises (budget, LRP processes, portfolio review..)
  • Generate analysis and monitor R&D operational progress and performance
  • Work with the various disciplines within IPOM to improve the quality and standards of reported data throughout the PRC data sources
  • Contribute to the design of a multi-year Global R&D long range plan, including key deliverables, resourcing situation and the investments required to drive the portfolio
  • Analyze and report the Quarterly Global R&D baseline plan including variances and impact assessment
  • Perform drug development program summary including plan, resource, cost and risk analysis, in preparation of the Working Groups meetings
  • MBA in Finance or Accounting
  • Minimum 6 years’ experience in Portfolio Management / Finance-related positions of increasing responsibility
  • Operational / Finance experience in Pharmaceutical Industry
  • Ability to work transversally and in a matrix
  • Ability to understand Portfolio Plans and challenge project based operational plans and resource and cost planning levels
  • Ability to model P&L on a 3/5 years’ time period
  • Business oriented & strategic
  • Good communication & people skills
  • Assertiveness & leadership
209

Portfolio Analyst Resume Examples & Samples

  • Analyze trends in the business and produce detailed reports for senior management highlighting key opportunities for growth across the portfolio
  • Coordinate and delegate meetings with Senior Division Managers and the National Group Head of NCB-DFI discussing market penetration, growth opportunities, and new sales strategies in order to more efficiently and effectively drive business at a national level
  • Manages the National Corporate Banking Credit Client and Prospect pipeline reports and gives weekly updates on notable wins throughout the portfolio
  • Assesses year over year progress with the group’s most profitable Fortune 1000 clients and top prospects, discussing this progress with relationship bankers and division managers throughout the country
  • Prepare business line update presentations on a quarterly basis that are presented to the 130 employees of the business line, and shared with the Vice Chairs of Wholesale Banking
  • Bachelor's degree; Preferably in Business related field
  • Demonstrated ability to handle multiple priorities
  • Solid skills in MS Excel and Powerpoint
210

Portfolio Analyst Resume Examples & Samples

  • Analyze and influence the composition of a portfolio of investments to proactively minimize DLL’s risk
  • Identifies, gathers and assesses information in order to conduct a robust portfolio review
  • Utilizes strong written and verbal communication skill to communicate appropriate portfolio analysis concepts for the purpose of influencing portfolio review decisions
  • Applies a strong knowledge of finance and risk management, an understanding of a customers’ business, and an understanding of debt recovery to improve DLL’s profitability
  • Prepares for monthly portfolio executive summary
  • Manages reporting and analysis process for Operations
  • Completes delinquency trend and loan loss analysis
  • Actively seeks information regarding customers’ businesses, including organizational structures, finances and industries
  • Manages audit process of local office credit application process and credit decisions
  • Provide reporting for local office for various regulator and risk management initiatives
211

Senior Portfolio Analyst Resume Examples & Samples

  • Stratify auto finance and mortgage data and maintain data files. Understand and communicate underlying themes and trends needed for decision making and risk analysis
  • Organize, maintain and analyze large data pools of auto loan and consumer loan data for insight into portfolio trends using the Collateral Analysis System (CAS) tool, Excel, Access and/or Tableau
  • Research economic and consumer credit industry trends. Synthesize data and create credit-specific content, tables, charts, and presentations of the analysis for working groups and exiting committees and forums. Communicate key findings of analysis effectively to management and key business leader in the auto finance and residential mortgage businesses
  • Create or contribute to management presentations and research/analyze data from consumer loan reporting systems. Organize and prepare materials related to Credit Administration activities including ALLL, credit concentration limits, and proposed Consumer Credit policy and procedures changes
  • Respond to requests and inquiries from cross-functional business leaders in auto finance and residential mortgage and Credit Administration. Provide credit insight and trend analysis to the business on a regular basis to enhance decision making
  • Develop a suite of credit report a standard for credit reporting within auto finance and mortgage, develop templates and conduct ad hoc analysis as needed to support business demand. Implement changes to policies and procedure in response to changes in regulations and business risks identified
  • Bachelor’s degree in Business, Economics or other field with statistics or math coursework or equivalent experience
  • Minimum 5 years of experience in a financial institution in a credit-related role (preferably auto, mortgage, or securitization of consumer assets)
  • Proficiency in Excel, and/or Tableau and PowerPoint
  • Ability to organize and manipulate large amounts of data
  • Understanding of auto finance and mortgage lending
212

ETF Portfolio Analyst Resume Examples & Samples

  • Acting as a point of contact for external market participants, including
  • Bachelor’s degree in Business, Accounting, Finance or similar discipline
  • MBA degree, CFA designation, or meaningful progress toward either is preferred
  • At least one year of experience working with fixed income ETF’s or individual bonds in a portfolio management, trading or operations capacity
  • Strong technical knowledge of the ETF creation/redemption process
  • Working knowledge of Guggenheim’s ETF product line and competitive landscape
  • Proficiency with Blackrock’s Aladdin system is preferred
  • Advanced MS Office skills, including Excel and Access
  • VBA, Python or Perl programming experience is a plus
  • Demonstrated results surrounding business process improvements and enhancements
  • Ability to work independently as well as collaboratively in a larger team environment
213

Portfolio Analyst Resume Examples & Samples

  • Must possess strong interpersonal skills
  • Active Learning — Willingness to act on recommendations from senior team members, and understanding the implications of new information for future decision-making
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times
  • Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services; including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
  • Computer Programs and Design – Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets
214

Credit & Portfolio Analyst Resume Examples & Samples

  • Industry Expert and Advisor, Credit Officer, some management responsibility
  • Analyze and approve counterparty credit limits for trading, transactional and financing businesses with funds
  • European languages useful
215

Senior Portfolio Analyst, Gpar-wholesale Resume Examples & Samples

  • Preferably 5 years experience in programming statistical code (primarily in SAS or SPSS)
  • Strong knowledge of Teradata or Oracle databases is preferred
  • Experience managing and working with large databases and performing complex data operations
  • Working product knowledge on Treasury
  • Strong analytical, quantitative and computational skills
  • Effective oral and written communication skills; experience in preparing management reports
  • 5-8 years work experience in the financial industry with direct experience in credit risk management preferred and knowledge of non-retail portfolios a plus
216

Credit & Portfolio Analyst Resume Examples & Samples

  • Exercise sound credit judgement to either approve under delegated credit authority or to recommend approval to more senior risk approvers. The successful candidate will have a relevant basic understanding of the specific insurance industry/ BDC credit analysis, including experience analysing statutory and GAAP financial statements
  • Analyze transactions and assist banking transactors structure to contain risk within acceptable parameters where appropriate. The successful candidate will expected to become further accuostoumed tolearn a full range of lending, structured/acquisition finance and capital markets transactions, including knowledge of related documentation
  • Produce analysis ensuring that aggregate exposure to customers remains appropriate to their credit standing (including periodic and event driven reviews)
  • Monitor portfolio metrics for sub-sectors within the NA Insurance portfolio to provide periodic sector outlooks, stress testing and customer force ranking analytics
  • Develop and maintain relationships with the Relationship Managers, CTS, Traders, Sales and Account Officers who are originating business and credit exposure to this customer base
  • Additionally over time the candidate will also be expected to provide oversight to the credit work produced by a team of analysts in the Mumbai supporting NAM Insurance working on the candidates group of clients
217

Senior Portfolio Analyst Resume Examples & Samples

  • Develops, implements and oversees process for project gating across the DSS team
  • Involved in regular spot checks of project documentation to ensure content is being completed as expected
  • Conducts quality audits on project documentation to ensure the content meets the spirit of the EPMO requirements
  • May operate as a team lead and provide training and guidance to others on best practices, processes, and completion of business as usual activities
  • Supports program /portfolio risk, issue, action, and decision management
218

Portfolio Analyst Resume Examples & Samples

  • Must be a "team player" with the ability to work collaborative environment
  • 3 + years work experience in relevant business or financial industry with experience working with an ETF originator/provider
  • Strong inter-personal skills that enable effective interaction, presentation and communication with various levels of the firm, line of business management, Merrill Lynch Financial Advisors and their clients
  • Prioritize and multi-task in fast paced environment while showing strong attention to detail and exhibiting technical skills including the ability to
  • Analyze investments for risk and return characteristics
  • Understand and utilize performance attribution measures
  • Understand and utilize modern portfolio measures as it relates to researching fund managers for inclusion in model portfolios
  • Must be able to articulate analytic findings to the rest of the portfolio management team and selectively to management, other internal stake holders F A’s and clients
  • Proficient in Microsoft Word, Excel, Power Point
  • Experience with FactSet, Bloomberg or Morningstar Direct is a plus but not required
  • Series 7 and 66 required or obtain within 120 days of hire
219

Portfolio Analyst Resume Examples & Samples

  • Designing and reviewing marketing presentations
  • Monthly and quarterly reporting for various investment strategies
  • Responding to client requests
  • Assist in the RFP process in order to better understand Lazard's strategies and positioning
  • Developing messaging for client communications
  • Creating and maintaining range of marketing collateral across a number of strategies
  • Commentary/attribution- Assist with monthly commentaries, run-ad hoc attribution requests from PMs/analysts
  • Trade rationales- Write up trade rationales and investment theses
  • Visual presentation capabilities, e.g. PowerPoint/graphics experience
  • Quantitative skills
  • Collaborative instincts are critical as this role will work with a broad range of individuals and groups within Lazard Asset Management
  • Bachelor’s Degree (minimum req)
  • 2+ years professional experience; Prior experience in preparing marketing materials is a strong positive, but not required
  • Required software skills include Excel and PowerPoint
  • CFA/FRM/CAIA designations are a positive, but not required
220

Portfolio Analyst Resume Examples & Samples

  • Strong demonstrable knowledge of Microsoft Office Visual Basic for Applications and programming
  • Working knowledge of the bank’s systems and reporting infrastructure
  • Working knowledge of MAS regulatory reporting such as MAS610
  • Working knowledge of banking product is a plus
  • At least 3-5 years of working experience in data analytics-related departments
221

Junior Portfolio Analyst Resume Examples & Samples

  • Report performance attribution results on a recurring and ad hoc basis. Develop an understanding of the results and of the fixed income attribution and risk models used by the Performance Measurement and Risk group
  • Report portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.) on a recurring and ad hoc basis. Develop a comprehensive understanding of the firm’s calculation methodologies and investment portfolios
  • Oversee and maintain the reporting and data flow around the firm’s fixed income portfolio analytics and attribution systems
  • Assess the importance of any given problem, gather the information surrounding the incident, and work with colleagues to ensure that the issue is resolved
  • Support the needs of the Performance Measurement & Risk Group, the Fixed Income Risk team, and attribution stakeholders across the firm
  • Support the design, testing, and implementation of new and existing tools to help monitor and explain portfolio performance and characteristics. Drawing from an understanding of processes and information flow, build thorough and scalable solutions
  • Build knowledge of the firm’s products and business lines
  • 0-2 years of related investment-support experience is required
  • Candidate must demonstrate basic understanding of the equity/fixed income markets in general
  • The ability to think ahead, analyze data, interpret business needs, drive for innovation, and take action is a must
  • Previous experience in Portfolio Analytics, Performance Measurement, Operations, or data analysis is a plus
  • Must be a self-starter, able to effectively operate in a team-oriented environment, and able to efficiently manage time given multiple projects and priorities
  • Strong technology skills are a must. Successful candidates will be efficient problem solvers who are adept at using new systems
  • Knowledge of VBA, SQL, or R is a plus
222

Credit & Portfolio Analyst Resume Examples & Samples

  • Managing a group of analysts within the GIRM space for PECCM teams
  • Coordination and communication with GIRM industry units
  • Required - as mentioned above
  • Preferred - 4 to 5 years experience
  • Required - MBA/CA/US CFA
  • 6-8 years of experience in analyzing corporate borrowers, or being involved in the delivery of structured solutions to customers
  • Financial modeling experience – excel spreadsheets
223

Credit & Portfolio Analyst Resume Examples & Samples

  • Interface with Internal & External Partners to design data driven analytic and reporting solutions primarily using SAS (reporting, dashboards, mobile, cubes, etc)
  • Pull, synthesize and manipulate large data sets using UNIX, SAS, SQL and reporting tools translating technical data into business terms
  • Understand, document, present, design, develop, deploy and support data cleansing, consolidation, validation and reporting processes. This includes but is not limited to understanding and documenting detailed technical design specifications, data analysis and supporting data environments such as SAS, Teradata, Oracle and Big Data
  • Identify and create efficient and innovative solutions for processing data and producing outputs consumed for analysis and reporting
  • Apply sound data management concepts, wide technical skills and understanding of business processes for building robust solutions that maximize business benefit
  • Perform ad-hoc analysis to provide customized comprehensive statistical and cross-functional analytical information to facilitate business decision-making
  • Monitor existing data extract and manipulation and reporting processes and an on-going basis look at introducing efficiencies
  • Lead/work cross-functional business solution project teams
  • Interact, communicate effectively and build strong working relationship on an ongoing basis with business and IT partners
224

Lead Portfolio Analyst Resume Examples & Samples

  • Understand portfolio liquidation performance trends through creation and communication of MI and Insight for internal TDX stakeholders, clients, and suppliers
  • Create and execute innovative strategies to enhance portfolio performance, in line with the TDX test & learn framework
  • Provide analytical insight and recommendations to the Agency Management and Client Relationship teams to optimize portfolio performance
  • Effectively integrate into the analysis team and proactively manage relationships with stakeholders across all business functions
  • Strong science / mathematics, engineering or numerical degree level qualification
  • Proficient in database environments and data set manipulation particularly in Excel, SQL or SAS
  • Experience of problem solving, MI creation and of delivering high quality analytical output to tight deadlines
  • Exceptional numeracy, analytical rigor and attention to detail
  • Experience of leading complex analytical projects resulting in business change
  • Exceptional interpersonal and relationship building skills
  • Experience of collections or recoveries environment
  • Client interaction in a B2B environment
  • Line management of data analysts
225

Senior IT Portfolio Analyst Resume Examples & Samples

  • Strong leadership, relationship management and negotiation capabilities including
  • An understanding of the mechanics, principles and intent of In Depth Portfolio Management Concepts (i.e., portfolio characteristics, time management, resource management, reporting, resource planning, analytics, prioritization, trade-offs, budgeting and scenario based planning)
  • Solid understanding of project management fundamentals and software development lifecycles
  • Proficiency with analysis/reporting tools
  • 10+ years hands-on experience as a program manager or senior project manager
  • Experience defining, implementing and refining metrics (both lagging and leading KPIs)
226

CLO Portfolio Analyst Resume Examples & Samples

  • Reviewing fund documents (indenture/IMAs), model and maintaining fund specific portfolio compliance tests within SS&C proprietary compliance analytics model
  • Shadowing CLO trustees on Trustee monthly report recon and reviewing process on behalf of client
  • Generating and providing daily or as needed, compliance reports for SMA and CLO funds for clients
  • Modeling and calculating CLO waterfalls, shadow Trustee on waterfall review process
  • Running and validating pre-trade/hypo reports and results upon request for new trades across funds
  • Performing ad hoc reporting and analysis upon request, and when needed
  • Assisting in new issue CLO warehousing, closing and effective date processes, as needed
  • Liaising across interdepartmental teams on projects and deliverables related to the continued build out of Compliance team servicing platform
  • Bachelors degree in business/finance or related discipline
  • 2 years minimum of CLO experience with indentures, compliance test modeling, waterfall modeling
  • Familiarity with full CLO lifecycle from warehouse to redemption, a plus
  • Some experience preferred in fund administration and reporting for SMA/ERISA/40ACT funds
  • Experience with syndicated leveraged loan asset class
  • Excellent written and verbal communication skills - this is critical as this position will interface directly with client and outside parties on a day to day basis
  • Solid MS Excel skills - solid intermediate level grasp of excel functions (vlookup, pivot tables, etc) and formulas
  • Ideal candidate from a peer firm, trustee shop, Big 4 Accounting firm or CLO manager
227

Portfolio Analyst Resume Examples & Samples

  • Experience providing Project Controls in a structured PMO
  • Project Scheduling Experience with Primavera P6
  • Experience performing cost analysis including forecasting, variances, earned value management
228

Portfolio Analyst Resume Examples & Samples

  • Responsible for the analysis and research of a set of 30-50 mutual funds, primarily focused on fund performance, attribution and expenses
  • Produce various reporting and competitive analysis and act as point of contact for a business unit function, such as John Hancock Investments, Retirement Plan Services, College Savings and Employee 401(k) plans
  • Compile fund reports and analysis on a quarterly basis for the Board of Trustees, including the annual peer expense analysis
  • Support strategic initiatives of the business with involvement in various projects requiring competitor analysis and research using a range of internal and external resources
  • Review asset class research and be a contributing member to an asset class team that presents their analysis to the department on a bi-weekly basis
  • Work closely with Manager Research Team in Investments on the performance review of funds by assisting with qualitative and quantitative fund commentary, due diligence materials and attribution analysis
  • Become an expert user with financial software such as Morningstar Direct, FactSet and Strategic Insight SimFund
  • Knowledge of investments and investment concepts
  • Bachelors Degree in Finance, Accounting or Economics
  • Ability to work through complex problems with attention to detail
  • Possess leadership qualities and ability to work with a team
  • Strong working knowledge of MS Office and other financial databases
  • Experience coordinating projects across different levels and teams within an organization
  • Convey information clearly and effectively through both verbal and written communication
  • Ability to work in a fast paced, high energy environment while successfully multi-tasking and meeting team deadlines
229

Portfolio Analyst Resume Examples & Samples

  • Generate all quarterly and annual composite performance of the Edelman Managed Asset Program (EMAP)
  • Collaborate with third parties to verify composite data and ensure its calculations are compliant with Global Investment Performance Standards (GIPS)
  • Produce, review, and post composite presentations and associated templates for Internal Staff and external affiliates
  • Perform analysis on prospective client portfolios using Morningstar
  • Calculate EMAP portfolio asset allocations and portfolio expenses
  • Track dividend yields and produce capital gains estimates
  • Investigate performance reporting inquiries from financial planning staff
  • Develop training materials and conduct presentations for financial planning staff
230

Junior Portfolio Analyst Resume Examples & Samples

  • Negotiating and influencing points of contact throughout the organization to obtain relevant and accurate data
  • Undertakes portfolio resource tracking using product actual and forecasted data
  • Analyses portfolio data to derive insights for both tactical and strategic decision making
  • Provides support and assistance to Portfolio Management resources in relation to the update and maintenance of Release and Portfolio reporting
  • Provides support in relation to escalation of portfolio-level risks/issues and change control procedures
  • Interacts with Technology groups in order to provide guidance on Portfolio & Release Management processes
  • Responsible for portfolio's that may span a broad range of products and enterprise-wide complex components
  • Partners with data warehouse team to improve portfolio and release data processes and visualization
  • Experience in portfolio management, project management or related area
  • Logical and analytical thinker
  • Experience analyzing data sets
  • Demonstrable ability to build and leverage beneficial working relationships and strong collaboration skills
  • MS Office proficiency; specifically Excel with particular strength in data analysis and reporting
  • Highly motivated self-starter and goal-oriented performer
  • Growth mindset, creative thinking and focus on continuous improvement
  • Working experience in Technology would be an advantage
  • Experience with data visualization programs would be an advantage
  • Educational requirement: Bachelors in Computing Science, Business Administration, Mathematics, Information Systems or other related field, or A levels (including Maths or Statistical Mathematics) and NVQ in relevant field, or other equivalent work experience
231

Portfolio Analyst Resume Examples & Samples

  • Document and maintain Portfolio management artefacts and information such as the Portfolio Plan, Risk Register, Dependencies Register, Resource Capacity Plan, Prioritisation model, Management Dashboard and key performance indicators (KPIs) for the portfolio
  • Provide pro-active, value adding portfolio analysis, advice, guidance and support
  • Identify inter-dependencies between programmes and projects. Evaluate risks and issues and propose mitigating actions
  • Analyse the portfolio to make recommendations on the programme/project mix
  • Balance/optimize the portfolio in terms of strategic goal attainment vs delivery capacity/capability and business as usual priorities
  • Impact analysis of impending strategy or policy changes
  • Provide expert assistance to the commissioning process which adds / removes programmes and projects from the portfolio
  • Provide support/information to business planning
  • Liaise with the Finance team for monitoring of financial spend and timing / support for audits
  • Assess benefits planning and realisation across programmes or projects to identify gaps, overlaps and conflicts and duplication in the benefits realisation plans of individual programmes and projects
  • Reviews of post-programme and post-project evaluation reports and benefits to ensure the strategic goals have been enabled/met
  • Provide senior managers and governance forums with the information and insight required for effective decision making. e.g
  • Providing an overview of all programmes, projects and interdependencies
  • Review the relative business priorities, risk profiles and the appropriateness and deliverability of the portfolio
  • Impact analysis of strategy or policy changes
  • Highlighting anomalies, concerns and escalation of issues to appropriate governance forum
  • Provide an aggregated analysis of Gated Reviews to the DLG Change Board
  • Review post-stage Gated Review / Gateway improvement plans to ensure key strategic portfolio actions are delivered
  • Develop stakeholder strategy and ensure communications are timely and effective
  • Identify and help implement opportunities to improve portfolio management, project workflow and enable more effective delivery
  • Pro-actively demonstrate required behaviours in line with expectations of the role
  • This role requires demonstrable experience of portfolio / PMO support in a large project environment
  • Solid experience delivering project MI and insight
  • A good track record of developing business relationships and stakeholder buy in will be key
232

CRE Portfolio Analyst Resume Examples & Samples

  • Bachelors' Degree or equivalent work experience
  • Experience in the real estate industry is preferred
  • Real Estate underwriting experience a plus
233

Business & Portfolio Analyst Resume Examples & Samples

  • Define and implement strategies, operating models, processes and tracking systems for portfolio performance, budget, resources and inter-project/system/process interfaces
  • Develop and manage performance measures, analytics and data visualizations to generate evidence and business insights to enable operational efficiency, optimal decision-making and targeted communications to stakeholders
  • Partner with and advise senior management and governance bodies in PD to ensure transparent and informed decision making
  • Define key performance indicators and provide business insights and analytics to enable operational efficiency and optimal decision-making
  • Establish and maintain the processes to support the Non-Molecule Portfolio Committee (NMPC) and PD functions in continual improvement of performance and productivity through proactive data analysis (historical and forecasted, internal and industry)
  • In collaboration with IT, Finance, PD functions and Project Teams, provide NMPC with business insights (project performance, project inter-dependencies, budget, resources) to enable the achievement of the NMPC goals
  • Manage relationships with key stakeholders within PD, IT and Finance to (a) leverage best working practices and ensure global standardization of processes and tracking systems/tools for project/resource forecasting and (b) define performance and efficiency measures
  • Provide strategic context to Project Teams (alignment to NMPC roadmap, project inter-dependencies) to (a) avoid misalignments among business improvement strategies and (b) help create greater efficiencies
  • Collaborate with NMPC, Project Teams and PD functions to determine reporting needs and expectations, and develop and maintain appropriate reports and information visualization tools
234

Portfolio Analyst Resume Examples & Samples

  • Minimum of 2 years of Investment Management and Services experience required
  • Minimum of 3 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
  • Minimum of 2 years of experience working in a professional team environment required
235

Portfolio Analyst Resume Examples & Samples

  • Assist Portfolio Managers in the management of global asset allocation portfolios, generating trades, monitoring, and analyzing portfolios and strategies. Functionally this may include performance analysis, cash management, reconciliation of portfolio positions, market analysis, monitoring and generating trades, and assisting on daily portfolio checks. Securities include futures, FX forwards, swaps, common stocks, bonds, collective funds, ETFs, and various cash instruments
  • Interface with other departments such as Trade Operations, Performance Group, Reporting Group, Client Service, Auditors, and Accountants
  • Maintain Excel spreadsheets/VBA code. Attention to detail and adherence to procedures are key components of the job
  • BA/BS from accredited university required
  • BA in Finance/Investments-related field or BS in quantitative field (such as engineering, computer science, physics, etc) strongly desired
  • 2-3 years investment-related work experience
  • CFA/CAIA strongly desired
  • Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving
  • Advanced skills in Excel, including ability to read and debug VBA code
  • Ability to work under pressure and in time-sensitive environments
  • Extreme attention to detail and high degree of organization
  • Strong adherence to procedures
  • Strong team player with a positive attitude
  • Must be willing to work market hours starting as early at 5:30am PST
236

IT Portfolio Analyst Resume Examples & Samples

  • Provide Planning, Budget, and Reporting support to the Chief Information Officer (CIO)
  • Support the CIO in accomplishing the development, preparation, submission, and justification of the Agency’s IT budget exhibits and request for resource information for the Future Year Defense Program, Program Objective Memorandum, Budget Estimates Submission, President’s Budget, and amended budget
  • Provide analytical support for the data center consolidation and closure efforts in accordance with Presidential, Federal Data Center Consolidation Initiative (FDCCI), and DoD CIO mandates
  • Gather, analyze and report Data Center Assets for quarterly FDCCI Reporting
  • Maintain the DITIP and DITPR databases for IT Investments and Defense Business Systems
  • Input IT budget data in the DoD Selective and Native Programming (SNAP) IT (SNAP-IT)
  • Demonstrated experience with preparing, understanding and presenting President's budget documentation
  • Expert level knowledge of current Federal, DoD, and Service level data center consolidation programs, policies, and initiatives
  • Extensive knowledge of DoD IT Investment Portal (DITIP) and knowledge of Privacy Impact Assessment (PIA)
  • Extensive knowledge of DoD IT Investment Portal (DITIP)
  • Knowledge of SNAP-IT
  • Knowledge of the National Defense Authorization Act (NDAA)
  • Working knowledge of Privacy Impact Assessment (PIA)
  • Working knowledge of Defense Business System Certification and Reporting
  • At least five years of service/Agency specific financial management or program analyst experience (USA, USAF, USMC, USN, Defense Agencies) and a high level of proficiency in Microsoft Excel is required
  • High level of proficiency in Microsoft Office, Access, Outlook, PowerPoint, and Word
  • Bachelors with five years of direct experience or equivalent
  • Ability to complete tasks in a timely manner with minimal oversight
  • Current Secret is required.      
237

Portfolio Analyst Resume Examples & Samples

  • Participating in the long range planning and investment decision-making process with Business and Technology teams
  • Monitoring and tracking of portfolio delivery progress, utilizing appropriate reporting tools to monitor and track the portfolio against delivery, cost, budget, forecast, schedule and quality targets
  • Facilitating the engagement and relationship between business and technology development teams
  • Working in partnership with Project Managers to ensure the accuracy and consistency of project-related information in Clarity
  • Supporting Portfolio Managers to reconcile and forecast the cost of delivering the plan
  • Assisting with the compilation of portfolio-level status reporting, and reconciliation of portfolio funding and forecasts
  • Providing administrative support in relation to escalation of portfolio-level risks/issues and change controls
  • Interacting with Technology teams to provide guidance on Portfolio & Business Management processes and associated Clarity tool usage
  • Assisting in the investment decision-making process by ensuring provision of technology budgets
238

Portfolio Analyst Resume Examples & Samples

  • Support the initial assessment of ideas/request that are raised by the business (through the Business Partners). Manage requests, as required, onto PlanView (planning tool)
  • Accurately capture and present data for consideration by approval groups in a clear, coherent and consistent manner to enable informed decision-making by stakeholders
  • Ensure funding, schedule and resource are in place to initiate inflight project activity ie prepare projects for Gate 1
  • Work with the Portfolio Delivery team to ensure there is alignment between preflight and inflight projects
  • Support medium/long term demand/capacity planning for IT resource, identifying and informing resource requirements for recruitment/development activity
  • Support medium/long term planning for the scheduling of prioritised IT projects
  • Support the 5 year and AOP investment planning cycles by working with assigned Divisions, the IT Business Partners and the Portfolio Manager (Definition)
239

Portfolio Analyst Resume Examples & Samples

  • Provide guidance and support on project governance and processes across the assigned service teams. Activities will include: tracking status of project and programme deliverables and milestones; supporting the adoption of the Idea to Live lifecycle and associated tools; risk and issue facilitation and management; coordination and production of regular and ad hoc reporting; coordination of quality activities and Gateway controls
  • Carry out first line assurance review processes on projects according to agreed process and as directed by the Portfolio Managers
  • Liaise with peer Portfolio Analysts across the service teams to ensure that standards are implemented consistently across all projects. Provide support and cover to Portfolio Analysts within the team as required
  • Support and, where appropriate, project reporting as required by the Service Team and the Portfolio Office. (To include preparation and distribution of meeting packs and Minutes for agreed formal, regular meetings)
  • Co-ordination of major project management deliverables including Gates for projects within the assigned team(s) to ensure adherence to Group IT standards
  • Take an active role in the coaching and support of service team to ensure that both the Idea to Live processes are understood and the PPM tool (PlanView) is used effectively. Ensure that updates to Idea to Live are cascaded through to the service teams
240

Credit & Portfolio Analyst Resume Examples & Samples

  • Bachelor degree on Computer Science, Systems, Finance, Economics
  • Previous experience in processes related to consumer banking
  • Database management and programming (Access, SAS, SQL, Basic, .Net)
  • The selected candidate has a demonstrable capacity for analysis, problem solving, leadership and achievement orientation
241

Portfolio Analyst Resume Examples & Samples

  • Performs analysis and prepares reports to accurately present portfolio information in numerical, graphical and written formats to ensure timely and effective management decision making and appropriate action including policy and underwriting changes, remedial risk control measures, portfolio/product planning and regulatory reporting
  • Gathers, organizes and performs quality control check for data to be used for portfolio databases and management and regulatory reports
  • Accesses and interprets information for all loan products and portfolios derived from various accounting systems and databases and using software tools (e.g. Business Objects/SQL, Excel, Access) or prepared reports
  • Information includes portfolio growth and mix, non-performing loans, concentrations, grade classifications, yields, charge-offs and recoveries
  • Designs and develops programs to extract and analyze data
  • Researches portfolio information and provides analysis upon request to support specific portfolio/product planning, risk management programs, or regulatory requirements
  • Contributes toward the success of the entire department through assisting other team members on individual assignments and in joint projects
  • Performs all other miscellaneous responsibilities and duties as assigned
  • 2-3 years in accounting, financial services, or management information systems
  • Ability to use a personal computer and is proficient on Microsoft Office software, including Outlook, Internet Explorer, Word, Excel, and Access
  • Relational database knowledge, strong spreadsheet proficiency and analytical skill-set
  • Must be detail oriented and able to multi-task
  • Demonstrated written, verbal, and interpersonal communication skills
  • Must be able to work flexible hours to include evenings, weekends, and holidays as necessary or assigned
242

Portfolio Analyst Resume Examples & Samples

  • Lease Administration duties to include
  • 3 or more years of experience with lease administration
  • 3 or more years of experience with database administration
  • 3 or more years of experience with benchmarking and metrics
  • Knowledge and experience in lease administration is strongly preferred
  • Well-developed communication, interpersonal and customer service skills
  • Strong teamwork, collaboration, and relationship building orientation
  • Advanced knowledge of Microsoft Word, Excel, Power Point, Access, and Project
  • Additional computer skills desired…CAD, SAP, BMS, IWMS etc
  • Financial information gathering, tracking and preparation, reporting and analysis skill
  • Ability to seek and organize information in a complex organization
  • Self-starter, results-driven, with an action orientation and a bias toward project completion
243

Portfolio Analyst Resume Examples & Samples

  • Project and work-stream management of multiple small to medium scale efforts
  • Collaborate with dependent functional, development, quality assurance and change management team members
  • Collaborate with business partners to advocate solutions, manage escalations, change requests, risks and mitigation plans
  • Document and communicate business problems and relate to process and/or technology
  • Contribute and follow team processes and standards. Leverage tools and templates provided
  • Own and deliver end to end project management functions on a small to medium sized projects
  • Quantify the business value of an enhancement/project
  • Estimate assigned tasks within an enhancement/project
  • Responsible for knowing and applying business processes, business solutions, integration issues and regulatory controls for specific business areas
  • Effective meeting facilitation and presentation skills, ability to communicate clearly and effectively, can persuade and influence decision making with individuals
  • Demonstrates Citrix core values including integrity, respect, curiosity, courage and unity at all times
  • Develop and maintain business process models for Citrix
  • Ability to independently identify, troubleshoot and craft solutions to solve production support problems
  • Support System Internal Testing and User Acceptance Testing
244

IT Portfolio Analyst Resume Examples & Samples

  • Provide regular reporting to ensure the IT project portfolio will deliver the required business outcomes, and interdependencies are visible between programmes and projects
  • Ensure effective communication of the IT portfolio health through the Information Systems forum that is timely, complete and of high quality
  • Develop processes in collaboration with the Bank PMO team to support the prioritisation and scheduling of technical delivery
  • Identify process improvements to key control areas in project and portfolio management
  • Provide and maintain a reporting capability through development of a dashboard reporting system and provide processes and tools for capacity planning and resource management across the portfolio, programmes and projects
  • Act as the administrator of any PPM tools for the Bank IT delivery team
  • Support the governance and assurance processes, escalate issues, risks, changes and exceptions from the portfolio
  • Schedule meetings, define & report metrics and process development
  • Work closely with the finance team to ensure financial project reporting is accurate
  • Identify any planning contention and provide resolution
  • Develop and maintain the Bank IT change pipeline
  • Schedule and participate in bank wide assurance reviews
  • Manage team events and meetings, prepare papers and reports
  • Responsible for managing the on boarding of the project management team
  • Basic knowledge of project management methods and tools
  • Experience identifying trends, implementing strategic improvements and validating results
  • Advanced knowledge of MS Office
  • Strong understanding of project financial management data
  • Demonstrated ability to build rapport with colleagues and achieve outcomes through influence and partnering
245

Portfolio Analyst Resume Examples & Samples

  • An undergraduate degree and 1+ years of work experience
  • Experience working in a highly detail oriented environment
  • Knowledge of investments/securities and a basic understanding of the financial markets
  • CTFA
246

Institutional Portfolio Analyst Resume Examples & Samples

  • Responsibility for the daily processing of Mutual Fund Trading and overseeing the accurate implementation and execution of mutual fund trades. Make quick and accurate decisions under strict targets and deadlines
  • Lead and possess responsibility for the implementation of model portfolio delivery
  • Lead and possess responsibility for the portfolio modeling, oversight and monitoring of client portfolios related to trading activity, cash level monitoring and restrictions review on primary strategies
  • Proactively lead communication with Portfolio Managers on portfolio impacting activity through consistent communication and the utilization of various investment technologies
  • Responsible for representing the team’s support in all aspects of client relationships, including, but not limited to communication, trading, and coordination with Portfolio Managers, Portfolio Analysts, Compliance, Sales/Marketing and Trading Desk
  • Lead and conduct ad-hoc operational due diligence as it relates to both risk management and efficiency analysis on the institutional trading desk
  • Analyze impact of cash and market movements within individual accounts and create, review and implement trade allocation programs for various investment products based on those movements
  • Manage the entry of trades into trading platforms, engage in peer-reviews, and oversee the completion of the trades by monitoring and communicating with Traders to ensure that orders are executed as specified
  • Proactively participate in the evaluation of new accounts with the Compliance Team and Operations with respect to restrictions and guidelines. Recommend changes as necessary
  • Review account restrictions and guidelines in association with portfolio modeling on a daily basis to mitigate trading risk and lead communication on discrepancies and escalation points
  • Produce a variety of client related reports for internal use
  • Lead and Participate in value-add initiatives to mitigate operational risk and assist with the development of metrics to assess progress
  • Train and educate colleagues on procedures and protocols
247

Credit & Portfolio Analyst Resume Examples & Samples

  • Assess liquidity, debt capacity, refinance ability and other areas of financial and operating performance to evaluate areas of weakness and potential for turnaround, which is measured by setting and monitoring appropriate classification triggers
  • Work closely with other IRM colleagues (Seniors and SCO-level transactors) to gain guidance about the restructuring/valuation process and situations
  • 2-6 yrs
  • Ability to analyze and evaluate financial statements and business plans, across a wide range of industry sectors and countries
  • Solid understanding of corporate and debt structuring, with a particular understanding of bank loan documentation
248

Senior Portfolio Analyst Resume Examples & Samples

  • An undergraduate degree or equivalent work experience with 1 - 3 years of investment industry experience
  • An undergraduate degree and 3+ years of work experience
  • Proven verbal and written communication skills
  • LI-MF1
249

IT Portfolio Analyst Resume Examples & Samples

  • Lead / Participate in scoping and defining solutions for new business problems
  • Identify impacts to business process and systems through impact analysis of new requirements and solution designs
  • Authoring and publishing quality documentation (Investment Proposals) covering all functional and business-system requirements
  • Preparing use case for each project that documents process loads, different process paths and system applications
  • Serving as liaison between various team members, including developers, the project manager, the quality assurance team and the business customer
  • Validating the results of the testing process
  • Engaging in change control in order to prevent project “scope creep”
  • Employ prescribed toolset and modeling techniques to analyze alternate options for technical problems and develop a "to-be" state from an “as-is" state
  • Providing status reports on projects and deliverables
  • Create and maintains complex context process and system diagrams
  • Work with systems personnel to implement design
  • Cooperate with other functional and technical teams to produce the successful implementation of new end-to-end projects and solutions
  • Provide input into project management. Participate in change management at department and end user level
  • Support application testing, implementation, and training activity
  • Perform quality review checks on project deliverables
  • Perform business process modeling and business process re-engineering, as required
  • Answer questions about requirements from business partner, development and QA throughout development lifecycle
  • Update and maintain requirements documents throughout development lifecycle
  • Review test cases from QA team for completeness and accuracy
  • May work with supplier BA’s on the same application to ensure they follow process and to peer review their work
  • Ensure IT Stakeholders have a contextual understanding of the Business Operations included or involved in the initiative
  • Generate business cases (cost and benefit modeling) supporting proposed initiatives
  • Support road mapping activities in assigned business areas
  • Minimum of 2 years in a business analyst or software product Quality Assurance role
  • Screen mockup and prototyping experience
  • A bachelor’s degree in business, computer science, information systems, or a related field
  • Experience with formal software development methodologies and processes are required
  • Experience in at least one IT discipline (such as technical architecture, solution architecture, network management, application development, middleware design, information analysis, database management or operations management) in a heterogeneous environment — or five years of experience in solution architecture, business analysis or business strategic planning
  • Understanding of business process and data flows
  • Understanding of system development or application development life cycle
  • ITIL certification
  • Certification of Competency in Business Analysis (CCBA)
  • Certified Business Analyst Professional (CBAP)
  • Strong business acumen to quickly learn new consumer experiences (or business processes) and understand the technology requirements needed to support achieving revenue and profit goals
  • Ability to be comfortable working in a fast-paced, results-oriented environment
  • Strategic thinking skills to participate in planning, design, and policy development related to data management
  • Excel, Word, PowerPoint, SharePoint tools
  • SQL Server; general knowledge of database design
  • Strong collaborative skills to work across multiple stakeholder groups to translate business strategies, initiatives, goals and objectives into IT requirements
  • Strong collaborative skills to work across multiple stakeholder groups to translate business strategies, initiatives, goals and objectives into data management proposals
  • Strong presentation skills to effectively convey with both business and technical teams
  • Team player able to work effectively at all levels of an organization with the ability to influence others to move toward consensus
  • Ability to analyze project, program and portfolio needs, as well as to determine the resources needed to achieve objectives and overcome cross-functional barriers
  • Strong meeting facilitation skills
  • Ability to apply multiple technical solutions to business problems
  • Basic knowledge of financial models and budgeting
  • Understanding of network and security architecture
  • Strong organizational skill to track all activities, information and artifacts related to an initiative and share this in an easy to use manner with stakeholders
  • Ability to influence stakeholders to reach a conclusion or make decisions
250

Portfolio Analyst Resume Examples & Samples

  • Deliver accurate, and timely, portfolio analysis and reporting to assigned customer base
  • Partner with internal groups on process improvement to create efficiencies and achieve optimal results
  • Assist customer base in identifying, and prioritizing, opportunities to maximize IT utilization in achieving MetLife goals
  • Coordinates communication with all areas that impact the scope, budget, risk, and resources of assigned portfolio
  • Facilitates working relationships between various parts of the organization
  • 2 or more years’ experience as financial or portfolio analyst
  • 3-5 years’ experience in an IT organization
  • Demonstrable experience with MS Office and Enterprise Portfolio/Program Management tools (Clarity experience preferred)
  • Undergraduate degree in Business Administration, Finance, Information Systems, Computer Science, or other related field strongly preferred
  • Project Management experience and/or certification desired