Portfolio Coordinator Resume Samples

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O Simonis

Oswald

Simonis

65150 Deanna Spurs

New York

+1 (555) 369 9157

65150 Deanna Spurs

New York

Phone

p +1 (555) 369 9157

Experience Experience

New York, NY

Portfolio Coordinator

New York, NY

Wunsch, Kutch and Gleason

New York, NY

Portfolio Coordinator

Understand and utilize standard processes for project management, quality management, and risk management
Manage daily work tickets and ensure that tickets are closed out timely by the PMs, FMs, AFM, technicians and vendors
Assists with the implementation of all Project Management standards, processes, and support services. Provides project and administrative support for all PMO staff as requested
Provide daily, weekly, monthly, quarterly reports to management
Create, implement and train on improvements to process
Works towards standardization of practices within the Execution and Delivery Management team
Performs Project Office administration activities including: scheduling meetings, producing meeting agendas and meeting summaries, and assisting with the creation of all internal & external POSC presentations

Detroit, MI

Qualifications Portfolio Coordinator

Detroit, MI

Dach, Thiel and Herman

Detroit, MI

Qualifications Portfolio Coordinator

Set up and closure of projects on product workflow systems
Managing the accurate submission of data and documents onto the Regulator ITSystem (RITS)
Maintaining a scrutiny meeting schedule for the portfolio
Filing all project documents (hard and soft copies) and ensuring project recordsare accurately
Processing writer expense claims
Filing all project documents (hard and soft copies) and ensuring project records are accurately
Routing of customer queries via ITSM to the relevant technical or sector/subject expert

present

Philadelphia, PA

Simplify & Improve Portfolio Coordinator

Philadelphia, PA

Kreiger and Sons

present

Philadelphia, PA

Simplify & Improve Portfolio Coordinator

present

Provide guidance and act as control point to actively manage idea portfolio progress (from ideation to decisioning, execution tracking, and completion)
Generate periodic reports / dashboards to provide line of sight into idea portfolios
Engage with Simplify & Improve Partners aligned to Support & Control to drive portfolio analytics and prepare for business leader discussions (research, reporting)
Drive quarterly summary reporting process for portfolios under management to convey status in support of quarterly financial forecasts
Manages processes to advance idea portfolios through the end-to-end life cycle
Facilitate full costing process and communications to drive business case development across the enterprise
Partner with Technology and Finance partners to obtain business case inputs (development estimates, financial valuations) on ideas

Education Education

Bachelor’s Degree in Healthcare Administration

Iowa State University

Bachelor’s Degree in Healthcare Administration

Skills Skills

Strong influencing skills and the ability to interact with project team
Strong proficiency in Word, Excel and PowerPoint
Strong attention to detail
Working knowledge of MS Sharepoint
Ability to collaborate, listen, and verbally communicate
Great interpersonal skills
Excellent communication skills (written and verbal)
Microsoft Office/Suite proficient (PowerPoint, Excel, etc.)
Highly organized
Able to multitask efficiently and effectively

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Portfolio Coordinator Resume Examples & Samples

Run the execution tracking of the various IT investment portfolios
Preparation of the monthly Investment & Execution Governance meetings
Align the execution processes and further automate and integrate the program status tracking
Drive the trend analysis and dependency management
Establish support processes for Business Areas and programs
Improve data quality and stability of processes

Portfolio Coordinator Resume Examples & Samples

2+ years of experience in Portfolio Process and Governance years ;2+ experience with Budgets and Reporting of Accruals & Actuals years; 2+ experience with Data Analysis tools (BI tools) and/or SQL (Oracle)
Bachelor's Degree in Accounting, Business, Economics, and/or Finance
Microsoft Office/Suite proficient (PowerPoint, Excel, etc.)
Thorough understanding of portfolio investment management concepts
Proven analytical and financial skills

Qualifications Portfolio Coordinator Resume Examples & Samples

Routing of customer queries via ITSM to the relevant technical or sector/subjectexpert
Coordinating meetings, including travel arrangements and preparing and/oreditingmeeting minutes, presentations and materials
Filing all project documents (hard and soft copies) and ensuring project recordsare accurately

Portfolio Coordinator Resume Examples & Samples

Translation of the TAA of the Lead PM to a specific strategy for the various mandates / funds
Set up of the mandates / funds, incl. benchmark replication
Update of all the relevant benchmark data (duration, market / currency look through, splits, ..)
Approval of client specific draft contracts as well as tactical asset allocation for RFPs
Control of performance, relative risk, …
A good understanding of investment concepts, portfolio theory and economics as well as interpretation of risk factors and impacts in the portfolios
Excellent attention to detail and accuracy under pressure within tight time constraints
Fluent in German, other languages particularly English and French would be advantageous
A keen interest in financial markets and have CFA designation or be studying/or willing to study for it
Advanced excel skills

Portfolio Coordinator Resume Examples & Samples

Minimum 1 year project administration experience required
Exposure to formal Project Management concepts and/or active participation in Project Management organizations a plus
Working knowledge of MS Sharepoint
Knowledge of software development practices

Project Portfolio Coordinator Resume Examples & Samples

Provides administrative support in the PMO by coordinating all project requests to be estimated, prioritized, planned and approved
Provides project and administrative support for all PMO staff as requested
Documents and maintains all Project Management Office (PMO) processes and standards. Functions as the PMO Quality Liaison. Documents process summaries, creates graphical representations, and conducts process review meetings as required
Monitors and evaluates portfolio requests including escalation and resolution. Ensuring completeness and accuracy so the governance board can prioritize them
Coordinates the document management effort for all PMO projects
Creates, monitors and distributes related reports and metrics to appropriate decision makers
Assists with the implementation of all Project Management standards, processes, and support services
Create, implement and train on improvements to process. Increasing efficiency and quality of prioritization decision making process
Performs Project Office administration activities including: scheduling meetings, producing meeting agendas and meeting summaries, and assisting with the creation of all internal & external presentations
Completes other tasks as assigned
Familiarity with MS Project and/or other Project Planning software preferred
Strong proficiency in Word, Excel and PowerPoint
Previous process related experience desired
Good organizational and problem-solving skills

Qualification Portfolio Coordinator Resume Examples & Samples

Set up and closure of projects on product workflow systems
Maintaining a meeting schedule for the portfolio
Providing information to other Pearson departments including design services, CPS, publishers and website team

Portfolio Coordinator Resume Examples & Samples

Helps to initiate and facilitate project and resource demand process, including intake and prioritization
Initiate & monitor project setup within collaboration, time tracking, financial and project management systems
Works towards standardization of practices within the Execution and Delivery Management team
Updates and maintains accurate files and continues to monitor for integrity completeness
Coordinates with various groups to help expose various project information through mechanisms like project websites, dashboards, and collaborative workbooks
Creates & distributes correspondence relevant to the team projects
Coordinates time tracking and invoice processes for team services provided. Proactively tracks inputs to ensure systems are up-to-date in timely manner
Provides data entry to support management ensuring accurate tracking of budget
May do financial reporting on a monthly, quarterly and fiscal year basis
Works with project team to understand and assist with tracking all work, task and project deliverables
Supports team’s use of technology and tools. Helps to implement new technologies and processes to support PPM
Develops informative, well-organized progress reports, requirements documentation, and presentations
Work with team to maintain billing, scope, materials, and other templates
Identifies and resolves and/or escalates roadblocks, issues, and conflicts in a timely fashion
Builds, develops, and grows any business relationships vital to the success of the project
Assist with implementation and on-going support of PPM tools
Assists with project closeout activities
Prepare supporting documentation for projects and initiatives
Provides administrative support as required including assisting with preparation for various meetings, documenting meeting minutes, decisions made and next steps
This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed

IT Service Portfolio Coordinator Resume Examples & Samples

Evaluate, prioritize, and recommend changes to the service portfolio based on business cases from BRM, Demand, CSI, SLM, lifecycle, etc
Ensures that Service Portfolio Analysts adhere to the agreed portfolio management approach and that they provide the appropriate information to the business
Produces reports as appropriate for portfolio governance
Makes recommendations for changes to the portfolio
5-10 years of IT related industry management experience
Proven ability to matrix manage direct and cross-functional teams
Bachelor's degree or equivalent experience, MBA preferred
Excellent ITIL acumen
Financial management acumen
Client relationship management skills
Service Offerings and Agreements
Planning, Protection and Optimization
Demonstrates Analytical Ability, Data Analysis
Understands User Experience (end user)
Experience with managing large amounts of data, troubleshooting and improving information systems, and managing teams
Infrastructure Architecture Knowledge
Networking and Communications Knowledge, Operational/Service Architecture Awareness

Portfolio Coordinator Resume Examples & Samples

Computer related college degree preferable but not essential
Communication and relationship skills; ability to interact with all levels of end users (written, verbal, presentation)
Organizational and analytical skills (able to analyze, manipulate, and interpret data)
Sound problem solving skills
Ability to multi-task and exhibit effective time management and organization skills
Intermediate skills with MS Project and Excel and familiar with other MS Office products/tools
Some ability to manage multiple priorities given aggressive timelines, comfortable performing in a fast-paced, dynamic environment
Works well independently and in teams

Portfolio Coordinator Resume Examples & Samples

Manage daily work tickets and ensure that tickets are closed out timely by the PMs, FMs, AFM, technicians and vendors
Manage monthly ticket count (how many tickets where completed , open , cancelled or pending)
Provide Root Cause updates for SLA missed for P1s
Provide daily, weekly, monthly, quarterly reports to management
Assist the PMs and FMs to provide information for the spend report to obtain approval of work when a PO is required
Support the contract managers for overflow when additional information is required on an as needed basis
May be the single point of contact for C&W in a smaller building, face of C&W on an as needed basis

Portfolio Coordinator Resume Examples & Samples

Financial Project Administration including cost follow-up, forecasting, and accruals
Support the following tools: SharePoint, Business Objects, SAP ERP, SAP Business Warehouse, Jira, Confluence
Preparation and follow-up for Project Review and Portfolio Review meetings
Process Management and Mentoring
Project Scorecard reminder and follow-up activities
Support for Scorecard questions, issues, and setup
Year-end rollover of budget and scorecards
IT Project Process training and refresher trainings
Review Business Case documents and provide feedback/recommendations
Act as “glue” between demands/projects and IT Controlling
Ensure updated and accurate process documentation
Minimum 1 year working experience within related field
Advanced Microsoft Office skills with focus on excellent Excel skills
Experience in Project Portfolio management
Fluent in English, both written and oral
Experience and good skills in SAP ERP, SAP Business Warehouse, Business Objects and Sharepoint
Experience and good skills in Project Portfolio management
Solid understanding of the Project Management processes
Very good analytical skills

B-qualifcation Portfolio Coordinator Resume Examples & Samples

Routing of customer queries via ITSM to the relevant technical or sector/subject expert
Maintaining schedules for the portfolio
Coordinating meetings, including travel arrangements and preparing and/or editing meeting minutes, presentations and materials
Filing all project documents (hard and soft copies) and ensuring project records are accurately archived for audit purposes
Processing writer expense claims
Managing the accurate submission of data and documents onto the Regulator IT System
Experience in an administrative environment - able to work on own initiative and deal with a large number of people and to work to tight deadlines
Competent with Microsoft Office
Use of Google systems for mail and documents
Qualifications equivalent to level 3 or above

Portfolio Coordinator Resume Examples & Samples

Manage CBPF PMO Operations, including events, communications, meetings, travel and training
Diary management including email accounts and preparation of documents and reports to the Head of Portfolio
Partner with other change professionals to positively market CBPF PMO to our customers and senior business stakeholders
Create and publish key communications to CBPF PMO and senior business stakeholders
Provide guidance to all CBPF PMO staff on operational procedures
Manage CBPF Operations library of all key documents
Keep CBPF PMO financial records up to date and track all spend
Maintain audits for CBPF PMO equipment and licence use
Support the recruitment and on boarding of CBPF PMO staff and maintain records
Own and maintain the CBPF IT & Projects seating plan and headcount records
Raise CBPF PMO Operations purchase orders
Capturing Portfolio Management meeting minutes
Follow-up action points from meetings chaired by Head of Portfolio
Act as a day-to-day point of contact for change professionals and senior business stakeholders
Follow best practice methods and controls in line with standards
Highlight potential risks, issues and continual improvement opportunities
Support CBPF PMO colleagues in all aspects of portfolio management and change delivery
Always put our CBPF PMO customers first
Adopt the CBPF PMO Teamship Principles and act as a brand ambassador for CBPF PMO
Complete assigned activities on time and to a high quality, contributing to the CBPF PMO network
Cultivate professional disciplines and CBPF PMO standards, methods and controls
Contribute to the broader planning for CBPF PMO and how change is delivered across the Bank, sharing their experiences within their area of expertise
Contribute to and be involved in the CBPF Good2Great (G2G) employee engagement programme

CRE Portfolio Coordinator Resume Examples & Samples

Supporting Relationship Managers by providing support on loan and deposit portfolios (i.e. reviewing/approving transactions, requesting payoff letters and/or Release Deeds)
Responsible for the validation, review and obtaining approval within authority of day-to-day transactions for clients within RMs portfolio (i.e. closing disbursement of funds, loan advances, etc.)
Providing a superior level of customer service to clients by facilitating the resolution of complex loan issues
Primary resource for RM on tracking and resolution of internally monitored items such as loan and deposit document exceptions, expired insurance, past due loan payments, escrow inquiries, etc
Assisting with the initial on-boarding of new clients to Bank including Know Your Customer documentation (RAF. OFAC, SSN/TIN Verification, etc.) for loan closing and new deposit relationship purposes
Responsible for funding and disbursement information for closing including preparation of Letter of Direction, Disbursement Statement and Authorization and request Standard Flow of Funds template
Responsible for timely collection, data input and upload of regular financial statement and other required reporting associated with RM portfolios through regular client contact
Supporting the Line of Business Group through on-going maintenance of account information within the Loan Origination System
Timely account opening and closing for new clients at client or RMs request
Assisting with other special projects as assigned by management
3-5 years Banking work experience preferrably in the loan area
Experience using Metavante and ACBS Loan Origination Systems desired, not required
Microsoft Office proficiency required (advanced skills in Excel desired, not required)
Ability to simultaneously handle multiple requests/transactions and being comfortable with fast pace work environment

Portfolio Coordinator Resume Examples & Samples

Prepare under the supervision of the Lean Solutions director, presentations for various portfolio and status governance meetings
Prepare portfolio updates by consolidating various project status updates into an overall portfolio status update, highlighting accomplishments, key issues and potential risks,
Plan and manage high level deliverables at the portfolio level, including reporting needs through the consolidation of project plans
Provide Changepoint support, including: the assignment of people to tasks, the creation of new project codes, and the reporting of monthly activity
LI-KC1

Portfolio Coordinator Resume Examples & Samples

Requires BA/BS degree in related field,
3+ years professional project management experience with 2 years spent leading and directing project tasks
PMP preferred
Any combination of education and experience, which would provide an equivalent background
Multiple trade certifications or other continuing education preferred
Accounting, financial management background preferred
Proficient desktop skills (MS Office, Project, Excel, Word, Access) required
Excellent organization and time management skills required
Must be able to thrive in a fast-paced dynamic work environment

Portfolio Coordinator Resume Examples & Samples

Bachelor's degree in Business, Computer Science, or a related field; 1 year additional relevant professional experience accepted in lieu of a degree
1 year of experience in IT, business, or a related field with at least 4 years of directly relevant work experience
Knowledge of defining project goals, scope, approach, and overall task plan including providing clarity on critical path tasks
Experience with analysis
Ability to communicate project strategy and goals to team
Understand project risks, issues, and other supporting plans such as resource, strength-weakness-opportunities-threats (SWOT) analysis, and trade-off analysis
Exposure to full life-cycle solution delivery projects
Ability to collaborate, listen, and verbally communicate
Strong influencing skills and the ability to interact with project team
Familiar with cost estimations

IT Portfolio Coordinator Internship Resume Examples & Samples

Assist with capturing project objectives, costs, timelines, accomplishments, resources, risks and other critical project delivery factors for portfolio reporting
Assist with project, initiative, portfolio, and cost center budgeting process
Conduct analysis to identify opportunities and/or implement recommendations to improve processes, project delivery, or cost efficiency
Assist Technical Project Managers with project execution tasks
Currently pursuing a BA/BS degree from an accredited college or university required
Academic focus in Information Technology, Finance, or a related discipline preferred
Proficiency in Microsoft Office Suite (Outlook, Excel, Word, and PowerPoint) strongly preferred
Previous work experience strongly preferred
Please include an unofficial transcript with your application
PLEASE NOTE: The internship is expected to begin on May 22, 2017 and will last for at least 6 months. The intern will be expected to work up to 40 hours/week during the summer, and part-time hours during the school year. The intern is expected to be onsite for the duration of the internship. Remote work will NOT be allowed

Portfolio Coordinator Resume Examples & Samples

Documents and maintains all Project Management Office (PMO) processes and standards
Functions as the PMO ISO Quality Liaison
Documents process summaries, creates graphical representations, and conducts process review meetings as required
Assists with the implementation of all Project Management standards, processes, and support services. Provides project and administrative support for all PMO staff as requested
Prioritize the portfolio based on strategic business needs to generate a more complete picture of the effort and resources required for the request
Create, implement and train on improvements to process
Increasing efficiency and quality of prioritization decision making process
Performs Project Office administration activities including: scheduling meetings, producing meeting agendas and meeting summaries, and assisting with the creation of all internal & external POSC presentations
Expert Excel and PowerPoint knowledge for reports purposes
Previous project coordinator experience a plus
Formal Project Management training and/or understanding of Project Management methodologies preferred
Prior Project Office experience desired
Exposure to formal Project Management concepts and/or active participation in Project Management organizations a big plus
Certified Associate in Project Management (CAPM) certification from the Project Management Institute (PMI) is a plus

Simplify & Improve Portfolio Coordinator Resume Examples & Samples

Manages processes to advance idea portfolios through the end-to-end life cycle
Facilitates routines with business leaders and other stakeholders to drive progress
Generate periodic reports / dashboards to provide line of sight into idea portfolios
Conduct review of idea portfolios to identify / resolve data quality and integrity issues
Engage with Simplify & Improve Partners aligned to Support & Control to drive portfolio analytics and prepare for business leader discussions (research, reporting)
Communicate SIM needs and process/methodology changes to business stakeholders (e.g., High Impact/Low Technology, system of record functionality updates)
Drive quarterly summary reporting process for portfolios under management to convey status in support of quarterly financial forecasts
Provide guidance and act as control point to actively manage idea portfolio progress (from ideation to decisioning, execution tracking, and completion)
Partner with Technology and Finance partners to obtain business case inputs (development estimates, financial valuations) on ideas
Facilitate full costing process and communications to drive business case development across the enterprise
Follow up on completion of initiatives to obtain attestations from key stakeholders
Support consolidation of communications to broader CFO organization for publication
Ad hoc generation of tailored reporting for visibility to business leaders
2+ years in project/change management, business support or operational change
Ability to develop and maintain strong relationships across the organization
Strong written and oral communication skills,
Ability to influence business partners and drive consensus
Exceptional proficiency with Microsoft Office suite (especially Excel)
Strong data analytics skills and attention to detail
Demonstrated ability to be effective in an execution oriented environment
Demonstrated problem solving and strong follow up skills with ability to escalate
Strong organization skills with ability to manage multiple responsibilities and priorities
Must be flexible and able to adapt to change in a fast paced environment
Effective communicator and ability to craft messaging based on audience
Knowledge/experience working in CFO functional area
Financial planning, analysis and reporting experience