Portfolio Manager Resume Samples

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AW
A Wisoky
Anderson
Wisoky
50754 Weimann Falls
New York
NY
+1 (555) 994 8416
50754 Weimann Falls
New York
NY
Phone
p +1 (555) 994 8416
Experience Experience
08/2016 present
Chicago, IL
Portfolio Manager
Chicago, IL
Portfolio Manager
08/2016 present
Chicago, IL
Portfolio Manager
08/2016 present
  • Perform daily portfolio management tasks; liquidity management, portfolio re-balancing, risk and performance management
  • Manages the financials of the book of work, monitors the actuals and works with the program managers and project managers to review forecasting against budgets
  • Establish and develop communications and strategic framework to introduce change for how M&T manages project portfolios
  • Assist senior portfolio managers in developing, monitoring and attributing tactical asset allocation strategies, including purchases and cash management
  • Perform Portfolio Management and Reporting with private equity analysis, portfolio management attribution, and performance calculations
  • Manage the strategic plans for the portfolio assigned, including management of the performance improvement program
  • Manages the project managers who are working within his or her scope of program management
01/2013 07/2016
Los Angeles, CA
Portfolio Manager
Los Angeles, CA
Portfolio Manager
01/2013 07/2016
Los Angeles, CA
Portfolio Manager
01/2013 07/2016
  • Project Management Practices: Collaborates to develop, manage and optimize portfolio/program/project management methodologies and disciplines
  • Expense management: manage the silos travel and entertainment budget and provide PAG head managers with periodic reporting against budget and forecast
  • Responsible for hiring, performance management, and terminations, and for providing daily work direction, feedback, and coaching to their direct reports
  • Provides portfolio management subject matter expertise to product development and management to advance the
  • Conducts property visits regularly and provides Management with recommendations and observations to improve the property
  • Creates a management report, which depicts the actual condition of the building, progress of specific projects and makes clear and concise recommendations
  • Project management fundamentals: advanced knowledge of schedule, risk management, issues management, leadership, and can train others
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Johnson & Wales University
Bachelor’s Degree in Finance
Skills Skills
  • Highly computer literate, with good Excel skills. SQL and Matlab knowledge desirable
  • Business level English language ability. Other language ability highly desirable
  • Strong attention to detail, organized, able to work independently, ability to multitask and take initiative
  • Strong initiative and accountability; able to work independently
  • Broad investment knowledge and experience as well as the demonstrated ability to discuss industry sectors and stocks with a high level of detail and insight
  • Strong PC skills with knowledge of Microsoft Outlook, Excel, Word and PowerPoint. Knowledge of Salesforce CRM is
  • Ability to set goals and handle multiple tasks, clients, and projects simultaneously; Ability to appropriately balance priorities, deadlines, and deliverables
  • Detail oriented with strong ability to multi-task
  • Highly advanced oral and written communication skills demonstrating ability to share and impart knowledge
  • Excellent organizational skills; strong attention to detail and risk
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1

Portfolio Manager Resume Examples & Samples

  • Establish portfolio management expertise and champion the funds to internal groups and external clients
  • Support senior management and client-facing groups on fund education and ad-hoc requests
  • Familiarity with exchange traded funds is desirable
2

Portfolio Manager Resume Examples & Samples

  • Manage personal investment portfolios (moderate to complex) designed to achieve clients’ financial goals
  • Plan and analyze investment strategies; Prepare and present clients’ reports as needed. Deliver clear presentations on the markets, Private Investors’ products, process, strategy, performance and outlook
  • Portfolio tracking error and attribution analysis
  • Extensive contact with personal trust relationship managers, clients, co-trustees,
  • 7+ years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients
  • 5+ years of experience providing financial services expertise, management and business development in financial services, preferably in a wealth management, private banking and/or trust field
  • Discretionary portfolio management experience is required. Candidate must demonstrate an in-depth knowledge of and interest in the equity markets, as well as significant understanding of the separate account management process
  • Undergraduate degree in Finance, Accounting, Economics or equivalent required, MBA or JD preferred
  • Series 7, 66 registered. CPA, CFP, and /or CFA designation
  • Successful candidates will be highly credible presenters, able to deliver compelling and concise investment presentations leading to increased business. Self–starter able to effectively operate in a highly team-oriented and collaborative environment and efficiently manage their time
3

Portfolio Manager Resume Examples & Samples

  • Provide analytical and qualitative support to portfolio design and new product development
  • Experience with derivatives including equity futures, commodity futures, bond futures, interest rate swaps and options
  • Experience with Liability Driven Investing a plus
4

Portfolio Manager Resume Examples & Samples

  • Owning the implementation process and platform across all our client portfolios, and managing portfolios in line with guidelines / restrictions etc
  • Driving investment performance by linking with research team in “smartly” implementing views
  • Supporting the Investment Strategists in commercialising the team’s products and platform
  • Must possess solid experience as a Portfolio Manager managing a range of portfolios / styles of mandate
  • Experience of derivatives, structured products, active & passive funds, and alternative investments would be highly desirable
  • Portfolio Managers from a single asset class background may also be considered but will need to have significant experience of investing using a fundamental top-down macro process
  • Inquisitive nature, driven to excel in all aspects of the analytical process and in assessing investment opportunities
  • MBA/CFA preferred
5

Portfolio Manager Resume Examples & Samples

  • Play a key strategic role by acting as steward and the primary gatekeeper and senior advisor for all project investment decisions/expenditures in the assigned portfolio
  • Lead role in preparation of estimates and business cases for all projects in the assigned portfolio
  • Perform due diligence around all project submissions for the assigned portfolio and create the appropriate organization dialogue and tension related to the decision making of approved projects and the allocation of finite project funding and resources
  • Recommend project governance structures prior to being handed over to the delivery team
  • Clearly document projects goals as part of the business case
  • Maintain portfolio risks and issues, including mitigation plans ensuring these are escalated and acted upon effectively
  • Ensure portfolio planning and reporting meets the prescribed format and ensure timely and accurate reporting of data from the project managers assigned to deliver the portfolio
  • Active leadership in the areas of quality control, standards, working practices and continuous improvement with adherence to the Project Management Framework and consistent, transparent and accurate reporting of project status, issues, risks, financials, etc
  • Ongoing contribution and budget management of the assigned portfolio
  • Aggregate capacity usage for the approved initiatives across the business functions, IT and project management
  • Business degree strongly preferred
  • Hold a current project management certification or equivalent work experience
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Portfolio Manager Resume Examples & Samples

  • Manages assigned portfolios according to stated investment objectives and client preferences. Maintain fluency in portfolio construction process
  • Conducts research on securities and industries to incorporate into investment decisions
  • Acts as principal spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates. Acts as conduit between the investment team and distribution channels to support client acquisition efforts and to meet with key decision makers at existing clients to provide periodic portfolio reviews and updates
  • 6-8 years of industry experience, preferably as a Research Analyst or Portfolio Manager in fixed Income
  • Prior demonstrated knowledge and experience in the Polish fixed Income asset class
  • BA Required, MBA or advanced degree in related field strongly preferred
  • Demonstrated knowledge of Polish fixed Income markets
  • Ability to articulate all facets of the investment process and strategy on behalf of investment team
  • Ability to conduct fundamental research while contributing to the investment decision making process
  • Demonstrated ability to conceptualize external feedback and industry trends into the investment team’s process
  • Familiarity with the portfolio analytical tools
  • Ability to effectively deliver presentations to a broad audience
  • Ability to develop and maintain positive relationships with external industry contacts
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Portfolio Manager Resume Examples & Samples

  • Minimum of 10 years in financial services industry experience in a corporate lending environment developing business
  • Commercial Credit Qualification with Limits
  • In-depth understanding of Commercial Products, Commercial Lending Process, Commercial Lending Directives, all supporting processes and technology
  • Proven, expert level credit analysis experience/ understanding
  • In-depth knowledge of the organizational lending and portfolio management policies and objectives
  • Formal credit training and prior lending authority
  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
  • Ability to work under limited supervision. At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance
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Portfolio Manager Resume Examples & Samples

  • Exercises day to day responsibility for the successful delivery of business aligned Portfolio of projects to plan, budget and agreed quality and governance standards
  • Manages suppliers in line with agreed contractual obligations, milestones and quality standards
  • Provides day to day direction to the Portfolio team and oversees the agreed change budgets
  • Working with the TP, drives the planning framework, ensuring that plans are developed and tracked to appropriate standards, are integrated effectively across all work-streams, are unambiguous and achievable, and that dependencies are clearly understood and managed
  • Owns and drives the effective governance of the Portfolio, via the Programme Management Office, ensuring that Bank technical, risk and other standards and compliance requirements are met and that the Portfolio governance framework is comprehensively defined and firmly embedded across all areas of the Portfolio
  • Manages and co-ordinates projects, their interdependencies, and associated risks and issues, escalating as appropriate to the TP
  • Controls the Portfolio scope, ensuring that rigorous change control is exercised
  • Ensures the Portfolio resource plan is maintained and met and that appropriately skilled and experienced individuals are appointed in line with delivery plans
  • Actively manages and challenges supplier and partner resource models where appropriate
  • Ensures delivery of the Portfolio projects meets requirements and that acceptance and handover to business as usual are managed against agreed acceptance criteria and to a defined plan
  • Ensures that all Portfolio status reporting is accurate, informative and timely, and directly provides progress reports to the TP and Programme/Portfolio governance forums at agreed intervals
  • Initiates extra activities and other management interventions wherever gaps in the Portfolio are identified or issues arise
  • Provides an ongoing `health check' of the Portfolio to confirm that delivery meets the Portfolio’s objectives and continues to make effective use of available funds and resources
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Portfolio Manager Resume Examples & Samples

  • 7 years of related professional experience
  • Minimum of5 years in a leadership role with in a PMO
  • 7-10years experience managing large, cross functional IT projects as a Project Manager
  • Minimum of 8 years leading all stages of a project delivery life cycle: Initiation, Planning, Execution, and Closing
  • 5-7years managing complex portfolios
  • Experience in financial management and cost / benefit analysis
  • Experience developing and delivering Project Management training
  • Proven ability to work within a team environment, managing multiple projects with the ability to handle frequent change
  • Proven strength in influencing and leading cross-functional teams in an environment with competing interests and limited resources
  • Strong analytical and problem solving skills and the ability to work collaboratively to resolve complex issues
  • Proficient in Clarity portfolio/project management application preferred
  • Proficient in Work Breakdown Structure definition and project planning
  • Strong relationship building and customer service orientation
  • Highly developed communication skills at all levels of the organization, both oral and written
  • Broad understanding of collective interactions (business, financial, technical, project, operations, etc.)
  • Ability to balance customer needs to enterprise action
  • PC literate in Microsoft office, Visio process development, and MS Project or other project planning tool
10

Portfolio Manager Resume Examples & Samples

  • As a manager, demonstrating self-motivation / leadership within the CBC team
  • The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
  • Strong Knowledge of Bank’s structures, products and procedures
  • Proven track record in a corporate client and financial sponsor focused environment and an ability to anticipate clients’ needs and tailor service delivery to them
  • Minimum of 5 years’ experience ideally in the Commercial or Corporate environment
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Portfolio Manager Resume Examples & Samples

  • Responsibilities will include management functions such as review cycles, staff performance and oversight, and reporting on behalf of the team
  • The individual will be expected to partner with stakeholders and engage various technical and business partners, both in teams and individually
  • The individual will find themselves managing project activities including procuring infrastructure, overseeing server/database/web build process, working with GTI to ensure proper forecasting of rack space, storage, network connections and backup requests are planned and implemented correctly, as well as, being well versed in JPMC and GTI tools, processes and workflow
  • Ideal candidate should also have a strong background in technical documentation creation and very detailed project schedules
  • Leadership experience running teams of project managers across multiple time zones, or similar leadership experience
  • Team management experience in a project and portfolio team
  • Leadership skills and experience of review cycles, project budgeting and reporting
  • 5-7+ years of IT Project / Program Management experience
  • Experience with Infrastructure Projects (Midrange (Windows, Unix servers), SAN, Backups, Desktop, Network and Mainframe)
  • Ability to develop strong client relationships
  • Capable of managing complex issues in a changing environment. Proven experience with client services and support
  • Strong team management skills including planning, budgetary control, people management, etc
  • Requires good understanding and experience of Project Management delivery methods and tools
  • Requires detailed knowledge of the Project Life Cycle
  • Strong knowledge of Microsoft Products (e.g. Word, Excel, PowerPoint, Visio and MS Project)
  • Project Management Certification (i.e. PMP) preferred
  • Strong written and verbal communication skills Education
12

Portfolio Manager Resume Examples & Samples

  • This position will be responsible and accountable for the implementation of strategies and structures for liability focused portfolios
  • The Portfolio Manager will also have a supporting external client presentation role responsible for designing and communicating structured solutions and participating in new business development
  • The individual collaborates well with business partners and will work closely with other members of the investment management team
  • Accountable for liability structured portfolio design and strategy, executed in a decisive, well thought out manner
  • Provide idea generation and team support for portfolio construction, security analysis, relative value, “what-if” scenario analysis, performance tracking and attribution analysis
  • Establish excellent working relationships with all members of the Asset Management team, including, but not limited to, Portfolio Managers, Analysts, Relationship Managers, Product Specialists, Client Servicing Representatives, and Risk Management
  • Collaborate with Relationship Managers to provide exceptional client service
  • Active involvement in the development of and servicing of liability focused clients and Investment Management Consultants through face-to-face meetings
  • Work with client servicing team and relationship management team on focused marketing collaterals and presentation content
  • Create investment solutions, as well as bring forward ideas for new products that leverage competitive advantages in this space
  • Contribute to enterprise wide new product development and client focused solutions
  • Ensure compliance with both investment and regulatory policy
  • Attention to detail is a fundamental requirement
13

Portfolio Manager Resume Examples & Samples

  • Managing direct and fund-based fixed income content for use in discretionary portfolios
  • Managing bespoke fixed income portfolios for individual clients
  • Presenting to clients and client advisors on our fixed income strategies and portfolios
14

Portfolio Manager Resume Examples & Samples

  • Managing the portfolio solutions in line with client guidelines, internal investment policies and philosophies
  • Reviewing portfolio design and investment strategies to ensure that they are consistent with the recommendations of UBS research and are able to be implemented effectively
  • Executing portfolio implementation in line with targeted portfolio objectives. Areas of involvement include: monitoring of asset allocation and implementation issues, executing portfolio rebalancing trades across various investment vehicles, exposure and currency management, investment manager/vehicle oversight, and risk/performance management
  • Analyzing portfolio and product risk and return characteristics with a focus on assessing continued effectiveness of portfolio construction to best meet client objectives
  • Working effectively and closely with UBS research teams (CIO office, Investment Manager Research) to identify key criteria for investment solutions and areas for development
  • Acting as the investment specialist for complex portfolio solutions and implementation events, requiring coordination across multiple teams
15

Portfolio Manager Resume Examples & Samples

  • Assist in sourcing and underwriting new issue and secondary investment opportunities in European CLOs 1.0 and 2.0
  • Work closely with fundamental credit analysts and with the Leveraged Loan PM in order to diligence the quality of the loans backing the CLO
  • Interact with the European ABS team and collaborate with the US CLO PMs in order to assess and monitor relative value at all levels of the CLO capital structure (AAA to equity)
  • Review CLO structures and documentation. Undertake transaction-level risk returns analysis, including by modelling CLO debt and equity structures, (e.g. in Intex). Make trading recommendations consistent with the existing investment process
  • With the oversight of senior PMs, help identify investment themes in European CLOs based on fundamental factors (e.g. relating to structure, manager, etc.) within an overall value assessment (e.g. relating to vintage, seniority, etc.)
  • Monitor performance of investment in the portfolios and recommend strategy on existing exposures. Assist with risk management in the portfolios
  • Develop relationships within the European CLO sector, including with prominent managers and with syndicate desks & secondary traders in order to monitor market developments
  • Partner with Trading Desk to ensure access to liquidity, where appropriate
  • Help build client understanding and interest in European CLOs and assist Product Strategists to develop the client proposition in European CLOs
  • Proven experience in credit/financial statement analysis, with specific experience making investments in CLO debt and equity based on a deep understanding of CLO structures in Europe and their potential strengths and weaknesses
  • Demonstrable understanding of broad financial market dynamics and in particular an understanding of the workings of the European CLO market, its investors and managers, and historical perspective
  • Excellent written and verbal communication skills. Must be fluent in English. Fluency in a second language is preferred
16

Portfolio Manager Resume Examples & Samples

  • Refined analytical and valuation skills
  • A quantifiable track record or impact on portfolios
  • Industry Experience
  • Understanding of and experience in company / equity modelling techniques
  • Excellent oral communications skills
  • Demonstrated ability to work independently; and
  • A strong interest in operating in a trading environment
  • LI-CD1
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Portfolio Manager Resume Examples & Samples

  • Bachelors required
  • Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
  • 2-4 years of banking/lending/credit experience, familiarity with Community Development Financial Institutions, and preferably with experience in federal tax credit programs
  • Significant accounting and finance knowledge as well as and commercial banking experience
  • Superior oral and written presentation skills, interpersonal skills, and analytical and problem solving skills
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Portfolio Manager Resume Examples & Samples

  • Monitor the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers
  • Work closely with the operations team to verify funding base and approve customer funding requests
  • Review servicer reports for accuracy, investigate unusual data trends, identify deteriorating asset performance, and keep abreast of industry and market trends (e.g., changes in rating agency criteria) and customer-specific events (e.g., news/events/regulatory filings). Advise the Origination team of the relevant findings that could impact on the portfolio
  • Provide the Origination team with historical asset performance data and make appropriate recommendations on the structure of the transactions (e.g., appropriate sizing of credit enhancement and advance rates) with the aim of mitigating credit risks
  • Act as the customer’s main contact person post-closing; liaise with other constituents such as participating banks, attorneys and external auditors. Play a leading role in transaction restructuring, amendment, consent and waiver request with recommendation to Origination, Senior Credit Officer, and Independent Risk via Approval Memorandum
  • Prepare and present Quarterly Portfolio Reviews to Risk, submit annual reviews of amortizing transactions for approval; assist in facility renewals and due diligence or revolving transactions
  • Update the operations team on all pertinent changes to the facilities to ensure the accuracy of deal files and portfolio reports shared with investors and other third parties; monitor rating agency actions and proactively recommend changes in transaction ratings and classifications
  • Coordinate with the operations team to update the scope of periodic audits of the asset portfolios in light of the deal terms and recent developments and ensure timely audits; negotiate and implement remedial actions with servicers for any major discrepancies revealed in the audits
  • Maintain organized credit files for credit, regulatory, and compliance purposes
  • Assist in Basel III implementation and serve as back-up for fellow portfolio managers
  • A structured finance/ securitization background with a minimum of 2-5 years of credit or portfolio management experience in a financial institution, rating agency, financial guarantor, or asset management firm
  • An understanding of legal documentation, structures, and cashflow of commonly securitized asset types such as auto, credit card,student loan and trade receivables
  • Oral and written communications skills enabling him or her to effectively interact with internal and external constituents of all levels
  • The ability to work independently to meet deadlines, mentor junior members, and initiate ideas with other members of the GSP team and Independent Risk to mitigate risk and maximize portfolio returns
19

Portfolio Manager Resume Examples & Samples

  • Manage the customer value propositions of the portfolio to remain fresh in the market place and exceed customers needs and expectations
  • Design marketing campaigns designed to optimize portfolio performance around defined objectives such as balance growth, turnover growth, account growth, or profit
  • Prioritize marketing initiatives to balance portfolio performance objectives and customer satisfaction
  • Prepare detailed campaign briefs for group marketing and oversee the creation of marketing collateral that will ensure the campaign achieves its objectives
  • Oversee execution of sales and ECM campaigns
  • Analyze key value drivers (example balance and turnover per account) at the portfolio level to keep on top of portfolio health and early identification of changing trends
  • Utilize P and L information to build the campaign marketing plan
  • Oversee the creation of business cases for sales and existing customer marketing campaigns
  • Review and analyze performance of sales and ECM campaigns and make recommendations
  • Provide inputs into Monthly Business Reviews on portfolio performance
  • Responsible for achieving the portfolio financial targets including profits, new accounts, balances, etc
  • Manage the day to day relationships with external partners and stakeholders
  • Secure support of portfolio initiatives through continuous interactions with business partners
  • Manage internal key stakeholders to ensure timely delivery of activities to support portfolio performance and execution of marketing campaigns
  • Prepare presentations and present to senior management and Exco in order to garner support and drive strategic business decisions
20

Portfolio Manager Resume Examples & Samples

  • Proven, successful and comprehensive experience in BCM in a financial services organisation
  • Proven, successful ability to manage projects and influence change across a global organization
  • Strong record of operating with senior levels of management, such that the role holder is able to understand the breadth and range of information and topics addressed in this role and credibly influence and facilitate results across a group of senior BCM professionals as well as CRES and O&T
  • Ability to operate within a global team environment
  • Extensive knowledge of
  • Project management with proven track record of delivery of complex change projects in the financial services industry
  • Communications strategies and tools
  • Business processes, procedures and tools associated with risk and control
  • Advanced analytical skills
  • Strong planning and organisation skills; able to prioritise
  • Strong communication skills, with ability to interface and influence a wide variety of staff at all levels in the company
  • Negotiation and influence skills
  • Ability to negotiate with and collaborate with stakeholders and service owners across the bank
  • Collaborative and flexible style, together with a strong goal orientation
  • Proven stakeholder and relationship management skills
  • Personal initiative/drive and fast thinker and learner
  • Detail-orientated, ensures all critical aspects of a task are attended to
  • Highly organised and methodical, follows up to ensure tasks are completed correctly and on a timely basis
  • Quality conscious, high attention to detail and low rate of errors
  • Strong team worker, able to work virtually
  • Performance driven and results orientated
  • Flexible and adaptable to changing business priorities
  • Able to work under pressure, and strong organisation and project management skills
  • Commercial orientation
  • Proficient in Word, Excel, PowerPoint and Outlook
21

Portfolio Manager Resume Examples & Samples

  • Investment and asset allocation decisions
  • Ensure that the funds meet their daily benchmarks by working with the trading desk and by directing equity, bond, swap and futures trades
  • Involved with cash management of the funds
  • Perform credit analysis
  • Implement investment programs and policies approved by management
  • Provide ongoing research and analysis of market and fund performance
  • Maintain, monitor, and improve the investment process on a daily basis
  • Liaise with Sales, Product Development, Marketing, Accounting, and Compliance
  • Perform reporting and operational tasks
  • Interact with clients, as necessary
  • Bachelor’s degree required, Master’s or CFA designation preferred
  • Minimum 2 years of investment experience, 3 – 5 years preferred
  • Derivative understanding and experience preferred
  • Ability to handle multiple tasks at once
  • Ability to be effective in a fast-paced environment
  • Good personal and presentation skills
  • Solid analytical ability and computer skills required
  • Understanding and enthusiasm for financial markets required
22

Portfolio Manager Resume Examples & Samples

  • Remain up-to-date on developments in global financial markets and economics
  • Conduct original research that forecasts returns in/across the following asset classes: foreign exchange, bonds, equities, commodities, and credit
  • Contribute new insights for models across the spectrum of macro-oriented investing
  • Assisting in the portfolio management of London based strategies
  • Work as part of a global team to maximize client returns
  • Extensive experience in a relevant role from buy-side, sell-side, hedge fund or similar research environment
  • An advanced degree in economics or finance (and relevant work experience)
  • Ability to conduct high-quality empirical research
  • Strong understanding of Fixed Income fundamentals and familiarity with market dynamics
  • Impeccable character with high ethical and quality standards
  • Proven ability to work independently with limited oversight
  • Creativity and capability to move ideas to implementable investment insights
  • Ability to interact with clients
  • Confidence to credibly represent the firm and to champion new products/ideas internally
  • Passion for generating excess returns for clients
23

Portfolio Manager Resume Examples & Samples

  • 1 Key Accountability Area: Investment management of client assets
  • The portfolio manager will define, implement and maintain portfolio asset allocation levels to meet the client’s investment objectives using Harris’ strategic and active asset allocation targets
  • The portfolio manager will utilize Harris’ computer models and approved working lists of securities to assist in the structuring of client portfolios
  • Key Accountability Area: Client development
  • Portfolio manager will communicate on a frequent basis with clients to ensure a clear understanding of the changing nature of the portfolio and to instill confidence and build credibility with the client
  • Key Accountability Area: Investment related activities
  • Portfolio manager will actively participate is assigned committees as well as workgroups designed to achieve broad investment unit objectives
  • Key Accountability Area: Market related activities
  • Portfolio manager will be responsible for participating in and making effective investment presentations to prospects or groups of prospects as set forth by the market manager
  • Bachelor’s degree in business with progression towards MBA and/or candidate in CFA program
  • 2-6 years of experience in performing specific personal portfolio management functions/responsibilities or have 2-6 years in a related field (including special asset management, trust administration, investment trading, investment research, financial planning, relationship management, etc). Individual should also possess current knowledge of financial markets
  • Individual should have a comprehensive understanding of investment management theory and ethics as well as tax issues and trust and fiduciary laws; consistently apply existing risk management procedures and follow compliance directives; display solid judgment in managing financial contribution of assigned relationships with occasional oversight; exhibit broad based communication techniques
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Portfolio Manager Resume Examples & Samples

  • Extensive contact with personal trust relationship managers, clients, co-trustees, consultants, BlackRock’s legal team and outside attorneys to ensure communication of trust/agency requirements
  • Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, as well as through personal research
  • Proactively participate in efforts to strengthen existing relationships and identify new business opportunities
  • Work with marketing, participate in initiatives and campaigns to better inform and service the Financial Advisor client base with respect to Private Investors products
  • Respond promptly to new business referrals, investment-related inquiries, clients, salespeople, and marketers
  • Ensure the completion of processing needs relative to the administration of assigned accounts
  • Develop strong personal relationships across functions – with the portfolio management teams, sales teams, and marketing teams
  • Maintain in-depth daily knowledge of the securities markets and individual securities as well as portfolio management products, including the rationale for underlying holdings, sector and asset allocation decisions. Become a trusted and respected member of the Private Investors portfolio management teams, attending and contributing to team meetings
  • Spanish speaking skills preferred, as role works with limited number of international financial advisors and their clients
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Portfolio Manager Resume Examples & Samples

  • Review and monitor assigned accounts daily
  • Help to ensure the continuous and accurate flow of trade-orders
  • Responsible for performing account analysis by generating reports to help identify and resolve dispersion within accounts
  • Help to investigate and work with Portfolio Administration Team, from a Portfolio Management perspective, to resolve trading issues
  • Verify previous account issues are resolved
  • Independently create and review complex analyses of accounts
  • Accurately create, execute and review trades, according to instructions and departmental trading procedures, for execution
  • Accurately report account holdings in various formats
  • Evaluate the feasibility of management, before investing new accounts, based on the client’s desired investment strategy and constraints
  • Perform or assist with performing any needed daily account maintenance on accounts
  • Maintain accurate records and files of trading activity, critical reports and supporting documents
  • Query and update database information, for specific investment related account information
  • Minimum 1-2 years of experience in a financial firm with some experience in portfolio management and some experience trading on Checkfree APL system or similar portfolio management system
  • Must be highly organized with strong attention to detail, self-motivated, good work ethics and work effectively in a team environment
  • Ability to multi-task, and work in fast-paced high volume area
  • Ability to communicate/articulate issues clearly and concisely
  • Computer literate, with a proficiency in Excel
  • Have good knowledge of investment products, securities operations, and the servicing requirements of investment clients
26

Portfolio Manager Resume Examples & Samples

  • Directly manage a limited number of account relationships with guidance from a Portfolio Manager. Provide general investment support to assigned accounts; act as a back-up for the Portfolio Manager within limited authority
  • Attend client meetings; Develop and implement customer contact schedule and coordinate communications with assigned APM’s
  • Develop a working rapport with professionals within and outside of Personal Investment Management Group. Work with other areas of the bank in order to better understand their roles and expertise. Share appropriate information with investment group
  • Provide accurate information and update system to reflect all important aspects of the client investment relationship. Provide Portfolio Manager support throughout entire account review process. Participate on various committees as required
  • Support new business development efforts of the Private Bank
  • Bachelor degree in Finance or related field preferred; CFA is a plus
  • 3 -5 years applicable work experience in portfolio management or related investment field
  • General knowledge of financial markets, portfolio management theory, and federal and state tax laws. Exposure to fiduciary laws preferred. Must possess excellent communication, listening and presentation skills and demonstrated
27

Portfolio Manager Resume Examples & Samples

  • Portfolio Management / PMO background
  • Strategic Projects
  • Excellent Career opportunity
28

Portfolio Manager Resume Examples & Samples

  • Prioritisation of projects
  • Identifying potential future projects
  • Reporting on portfolio performance
  • Delivering process Improvement
29

Portfolio Manager Resume Examples & Samples

  • Educated to University Degree level or Equivalent training in technology/Project Management
  • Formal project management or IT training such as Prince 2/PMP
  • Extensive professional experience
  • Extensive formal project/program/portfolio-management experience, including the management of large, complex projects
  • Strong experience managing large, matrixed project/program/portfolio teams
  • Strong experience managing vendors
  • Strong experience managing technical resources
  • Strong requirements gathering experience
  • Significant experience managing global projects/programs/portfolios
  • Excellence in PM standards and best practices
  • Strong problem solving and technical appreciation skills
  • Excellent communication skills, both in writing and speaking
  • Experience in writing or helping with business cases and plans
  • Full life cycle management including measurement of benefits realization
  • Ability to use metrics to demonstrate delivery of business value
  • Committed to delivery/deadlines
  • Excellent organisational capabilities; managing to plan, prioritise and deliver competing tasks whilst meeting tight deadlines
  • Ability to communicate the concepts of user experience in clear, expressive English
  • Meeting and facilitation skills
  • Coaching and mentoring of junior team members
  • Provide support to management team for on-going process and team improvements
  • Manage large and complex projects
  • Deputise/cover for Project Management Team Lead
  • Manage stakeholders expectations
  • Good team building and leading skills
  • Strong hands-on mentality and to lead by example
  • Client focused approach
  • Experience and good track record with working with other team leaders within the team as well as colleagues/teams in other locations
  • Self-motivated and flexible attitude
  • Ability to effectively build relationships at all levels
  • Committed team player with strong management skills
  • Provide support to management team in building and sustaining a high performance team
  • Excellent presentation and communication skills and ability to communicate at executive level
30

Portfolio Manager Resume Examples & Samples

  • Communication with relevant Client Advisors and possibly key clients on queries and updates on holdings within client mandates
  • Managing and reviewing highly complex, bespoke mandates
  • Monitoring portfolio performance as well as client instructions; ensuring proper records and full documentation on mandate handling
  • Adjust and execute trades in the portfolio to reflect changes in the IM investment strategy and / or changes in the client's investment profile
  • Provide support to a heterogeneous client group and provide services on a high complexity level
  • Minimum 4 years of experience in Portfolio Management, specializing in asset allocation across difference asset classes
  • Effective communicator with strong presentation and marketing skills
  • Good understanding of financial instruments as a whole, template management, reporting and processes
  • Fluent and efficient user of PM specific IT applications
  • Determined, shows effort and enthusiasm to deliver results, energetic and takes initiative, originates action and keeps things moving
  • Co-operates and collaborates with colleagues within and beyond own area to achieve common goals – contributes actively to help create effective partnerships, which meet organizational objectives
  • A very strong team oriented attitude is required
31

Portfolio Manager Resume Examples & Samples

  • Accountable for credit relationships within assigned portfolio, providing financial counseling for customers and resolving customer problems
  • Develops customer awareness of economic, market, and banking industry trends with respect to credit in order to set credit quality expectations with the customer
  • Identifies industry trends that create risk for the bank or for the customer
  • Works closely with Relationship Manager(s) in successfully managing their jointly assigned customer relationships
  • Obtains appropriate pricing for credit risk incurred, while meeting bank’s profitability objectives
  • Working closely with Relationship Manager(s), participates in growing net revenue year over year
  • Participates, in conjunction with the assigned Relationship Manager(s), in an effective calling effort for existing credit customers and prospects, as needed and appropriate
  • Manages an assigned credit portfolio (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 producing credit display packages which are complete, thorough and adhere to business line and U.S. Bancorp standards
  • Approves loans within assigned limits. Analyzes and makes recommendations on loan applications outside assigned limits
  • Ensures that assigned loan portfolio adheres to U.S. Bancorp policies and procedures and conforms to regulatory requirements. Keeps current on banking laws and regulations, economic and financial trends
  • Responsible for keeping current on commercial lending policies, products, and services
  • 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
  • Master’s degree, CPA, (or equivalent experience)
  • Ten or more years commercial banking and/or asset based lending experience
  • Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
  • Extensive knowledge of credit products and strong relationship management and business development abilities, in order to capitalize on all opportunities to cross-sell the bank’s products
  • The incumbent must have the ability to work effectively with individuals and groups across the company to manage customer relationships
  • Well-developed written communication and verbal presentation skills
32

Portfolio Manager Resume Examples & Samples

  • Conducts a thorough assessment of a loan's real estate collateral, including site visits, a thorough market analysis, and an assessment of a project's sources and uses of funds
  • Prepares the cash flow analysis for income-producing properties, based on historical operating statements, appraisal information, the borrower's pro forma information, and market data for comparable properties
  • Prepares global sponsor analyses and relationship strategies
  • Structures new loans, in conjunction with Relationship Manager
  • Includes the determination of the loan amount, the setting of financial covenants, and the establishment of the guaranty structure
  • Reviews Loan Agreements prior to loan closings, in order to ensure the stipulations therein (including covenants, required completion dates, etc.) are in agreement with the loan's approval document
33

Portfolio Manager Resume Examples & Samples

  • Implement strategies and best practices in the management of money market, liquidity and ultra-short bond portfolios including analysis of portfolio composition, risk and portfolio objectives and competition
  • Produce consistent investment results and appropriately balance risk guidelines and return to build premier portfolios performance with a strong fiduciary responsibility to clients
  • Implement and manage effectively within investment process of IFI/GL including adherence to trading policies, procedures, business initiatives and product design
  • Examine and monitor legislative, regulatory and economic developments relating to the asset management industry fixed income markets
  • Ensure compliance with all regulatory requirements and laws impacting portfolios and the business
  • Approximately 5-10 years of experience managing money market and short-term fixed income portfolios in global markets with a track record of success
  • Experience with providing information and reports to internal and external constituencies
  • This individual must have strong communication skills and will have demonstrated success as a team player with leadership experience or potential
  • Ability to influence and persuade others
  • Evidences potentially strong leadership skills and open minded, flexible, and willing to listen for other peoples’ opinions
  • Effective interpersonal skills necessary to effectively influence outcomes both within the team and organization-wide
34

Portfolio Manager Resume Examples & Samples

  • BS/BA is required. Business Administration, Finance, Economics is preferred; successful candidate is likely to have an advanced degree, such as an MBA or CFA
  • Experienced operating in an environment that stresses both individual accountability and team-based performance
  • Generally, the incumbent should have 5 or more years experience involving money management
  • Uses effective problem solving and analytical skills
35

Portfolio Manager Resume Examples & Samples

  • Ensure a comprehensive and solid understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients, to stay abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
  • Recommend an appropriate asset mix model for a client’s circumstances, income needs, and return expectations, selecting securities in accordance with the firm’s views that fulfill clients’ objectives, regularly monitoring portfolios and making changes as appropriate
  • Manage client portfolios in accordance with the firm’s guidance, leveraging Private Client Units for accounts <$1million and using Central Portfolio Models for segregated securities wherever feasible
  • Ensure a high level of client satisfaction and retention
  • Grow assets under management by consolidating assets from existing clients, getting referrals for new clients, and working with Financial Consultants and other internal partners / external centres of influence
  • You may be identified as the client’s Primary Relationship Manager (PRM) that is assigned to the SPCG Centre professional with the expertise most relevant to the client’s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clients’ needs and will serve as a conduit for referrals to the SPCG Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SPCG service standards regarding proactive contact, central client point of contact for special events, recording and maintaining the Client Contact database and hold and maintain the client’s Financial Plan
  • As a Relationship Manager you are a key member of the Centre’s Team of Experts. You will work closely with the client’s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM/Client Contact database and participating in the client’s annual Financial Plan review process
  • Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
  • Coach team members to higher levels of performance. Establish and monitor performance objectives. Recognize and reward success and manage non-performance. Coach and guide the development and implementation of Development Plans. Recruit, hire and promote team members. Champion the effective implementation of change initiatives
  • Ensure net revenue targets are hit by managing pricing, asset growth and expenses
  • Thorough investment management know-how and depth of experience required as it relates to understanding economic and capital markets data in order to describe the firm’s investment strategy to partners and clients
  • CSC+CIM, or its predecessor CIF
  • CFA Designation
  • Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications
  • Strong relationship management skills. Proficient in sales and business development
  • Strong interpersonal, communication & listening and people management skills
  • Thorough knowledge of each SPCG Business Line’s value proposition
  • Thorough knowledge of the full SPCG product and service offering in order to identify opportunities across the SPCG Team of Experts
  • Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to SPCG) in order to identify and refer clients as appropriate
36

Portfolio Manager Resume Examples & Samples

  • Be a part of an active, nimble fixed income Portfolio Management team with mandates including short term bonds, universe mandates, unconstrained mandates, and real return bonds
  • Help expand the scope of the fixed income portfolios beyond the Canadian market into the US and global markets in an effort to produce above average absolute returns
  • Help grow the business by participating in marketing activities and provide ideas for product development
  • Thrive and prosper in a fast paced environment with relationships among various PM teams both within Aurion Capital and at 1832 Asset Management
  • Provide support to lead PM in all aspects of Portfolio Management including duration, curve, sector allocation and opportunistic positioning in non-index holdings
  • Conduct fundamental analysis of investment grade bonds, structured products and hybrid securities and provide investment analysis and recommendations to multi-asset Portfolio Managers
  • Provide in depth, perceptive and ‘outside the box’ research, analysis and recommendations with an emphasis on highlighting relative value investment opportunities within the fixed income universe to the fixed income group and to the larger team of multi asset Portfolio Managers
  • Make recommendations based on an analysis of the credit fundamentals, the current pricing environment, and the potential for mispriced opportunities within the credit universe, capital structure and structured universe
  • Gather and analyze relevant financial, quantitative and qualitative industry, economic, regulatory and company specific data
  • Alert fellow team members of deteriorating credit market conditions
  • Maintain credit files to ensure standards and requirements are met with compliance and regulatory bodies
  • Continuously monitor potential investment opportunities and current holdings within the various fixed income portfolios
  • Develop and maintain a database to monitor the credit profile of corporate issuers
  • Function as backup to lead PM, with competency in executing multiple strategies
  • Provide advice and technical assistance to other Portfolio Managers, Analysts and Sales & Marketing team members
  • Participate in and contribute to client meetings and presentations as required
  • Undergraduate degree in Accounting, Finance or Commerce
  • 5-8 years’ experience as an Analyst or assistant PM, with a specialty in credit in the fixed income markets is preferred
  • CFA designation is strongly preferred
  • Experience with Trade Order Management system (e.g. Charles River) and PCBond
  • Self-motivated and results driven personality
  • Proven ability to work effectively as part of a team of investment professionals
  • Excellent organizational and time-management skills including the ability to manage multiple priorities and deadlines judiciously
  • Persuasive verbal and written communication skills including the ability to build credibility and trust with a confident communication style
  • Proficient with MS Office (Excel, PowerPoint, Word), Bloomberg and other financial & risk analysis software
  • Proven ability to cope with stress and multiple tasks
  • Ability to make decisions quickly and accurately
  • A creative, self-starter able to work with a minimum of supervision
  • Excellent organizational skills with a positive, results oriented attitude
37

Portfolio Manager Resume Examples & Samples

  • Manages a portfolio of existing Asset Based Lending (ABL) accounts, including
  • Reviews financial and collateral information
  • Maintains an active dialogue with the borrower regarding financial condition
  • Evaluates requests for waivers and amendments
  • Reviews collateral examination and third party appraisal reports
  • Communicates with other lenders in the syndicate as necessary
  • Reviews third party legal documentation
  • Oversees operational aspects with the assistance of loan services team members
  • Underwrites new business opportunities
  • Identifies opportunities to deepen client relationships and maximize client profitability to Key
  • Manages account related relationships with non-KeyBank lenders, consultants, appraisers and lawyers, among others
  • Prepares scheduled asset quality reports for review by internal and external examiners
  • Attends industry sponsored networking events
  • College degree in Business/Accounting/Finance
  • At least 1 year of commercial lending experience
  • Credit skills to analyze collateral (inventory, accounts receivable and fixed assets)
  • Demonstrated ability to read and understand appraisals and financial information
  • Ability to structure and negotiate lending arrangements with support from Team Leader
  • General understanding of fundamental loan documents
  • Excellent client contact and relationship skills
  • Effective verbal and written communication skills involving other lenders, clients and prospects
  • Computer, calculator, software models for risk rating and ROE calculations, Stuckey Loan System, Desktop, CWA and AQR
38

Portfolio Manager Resume Examples & Samples

  • Manage a portfolio of projects or programs according to the standards and expectations of the PMO
  • Responsible for the running of project governance, methodology and standards
  • Address risks and issues by identifying and selecting a course of action by taking into account constraints and objectives in order to enable continued progress
  • Manage assigned resources and capacity plans as appropriate to ensure successful project onboarding and initiation
  • Establish alliances with key stakeholders, departments and organizations in order to ensure commitment to the project and customer
  • Establish excellent working relationships with primary client contacts and ensure the client’s defined project success criteria are met
  • Direct management of a team of project and/or program managers. Day to day interaction and long term professional development
  • Drive program and project performance, (e.g., delivery on commitments, quality, responsiveness, reliability, service and development) and financial performance
  • Drive executive level decision making and change control processes on behalf of the portfolio
  • Proven experience establishing PMO processes and best practices around planning, control, reporting, and documentation
  • Extensive Client facing project management experience required
  • Develops and maintains constructive and cooperative working relationships with others
  • Handles oneself ethically following core values and beliefs
  • Understands team dynamics, fostering a positive team environment
  • Independent, innovative and entrepreneurial spirit
  • Flexibility, Adaptability and responsiveness to input
  • Ability to assume higher-level leadership roles and responsibilities in critical situations
  • Proven problem-solving and decision-making skills
39

Portfolio Manager Resume Examples & Samples

  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines
  • As appropriate to experience, co-manage commercial real estate relationships by analyzing financial data to determine the merits of specific loan requests and modifications, and recommend structure as well as proactively managing the client relationship
  • Assist with due diligence/analysis with new client relationships, opportunity memos
  • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, support staff and other internal business partners
  • Monitor financial condition of borrowing clients and overall credit quality of the loan portfolio
  • May make presentations on specific loans and participate in the bank’s Loan Approval Process, recommend approval and appropriate structure of credits
  • Manage the renewal process by working with the Relationship Manager the client and the credit department
  • May act as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services
  • Responsible for identifying cross sales opportunities of all bank products including Treasury Management, International Banking, Private Banking, Private Client and Institutional Services, Employee Benefit Services, and AFG, Capital markets to our existing client base as well as prospects
  • Participates in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace
40

Portfolio Manager Resume Examples & Samples

  • As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship
  • Responsible for credit risk and quality of the portfolio
  • Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate
  • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners
  • May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends
  • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio
  • May make presentations on specific loans and participate in the bank’s Loan Approval Process, recommending approval and appropriate structure of credits
  • May serve as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services
  • Responsible for identifying cross sales opportunities of all bank products
41

Portfolio Manager Resume Examples & Samples

  • Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities
  • Demonstrates strong communication skills (verbal, written, listening, presentation)
  • Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations
  • Demonstrates proficiency in Microsoft Office (Excel, Word); Advent MOXY or AXYS; Thompson Reuters or Bloomberg; and Power Image
  • Demonstrates strong leadership skills
  • Demonstrates strong interpersonal skills to build relationships internally, as well as externally
  • Demonstrates customer service mindset
  • Demonstrates ability to easily adapt to all defined technology platforms
  • Demonstrates competence in all trading requirements including portfolio modeling and order entry with the objective being to minimize trade errors
  • Ability to direct, as appropriate, members of service team to help ensure clients achieve their long term objectives and to build lasting client relationships
  • Willingness to pursue additional, advanced certifications and other training (CFA, CFP or other relevant license) as needed
  • Active in community and professional organizations
42

Portfolio Manager Resume Examples & Samples

  • Implements the investment policy within portfolios for which UMB has investment responsibility and communicating this policy to institutional clients and consultants
  • Increases Assets under Management (AUM) and revenue by conveying the UMB investment process and policies to prospective clients to complete the sale of investment services
  • Builds and maintains customer relationships through quality customer services, anticipating client needs and communications to meet defined objectives
  • Communicates complex and detailed information related to investment management process and portfolio construction
  • Demonstrates proficiency in Microsoft Excel, Word and Outlook
  • Demonstrates proficiency in Advent MOXY or AXYS; Thompson Reuters or Bloomberg; and Power Image
  • Demonstrates strong leadership/influence skills
  • Demonstrates strong customer service skills
  • Demonstrates excellent written and verbal communication skills
  • Demonstrates the ability to easily adapt to all defined technology platforms
43

Portfolio Manager Resume Examples & Samples

  • Requires a bachelor's degree in Finance
  • Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience
  • An equivalent combination of education and experience may meet qualifications
  • Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc
  • Knowledge of banking products, services, policies, procedures and regulations
  • Solid credit skills in underwriting, financial modeling, valuations and adherence to policy
  • Requires solid customer service, relationship, organizational, analytical and creative problem solving skills
  • Must have solid communications skills, both verbal and written
  • Knowledge of various software applications including word processing and spreadsheets
44

Portfolio Manager Resume Examples & Samples

  • Requires a bachelor's degree in Finance, Business or other related field and 6+ years of banking, relationship management, underwriting and credit experience or other directly related experience
  • Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc
  • Strong working knowledge of banking products, services, policies, procedures and regulations
  • Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy
  • Requires excellent customer service, relationship, organizational, analytical and creative problem solving skills
  • Ability to prepare oral and written reports
  • Ability to work in a heavily deadline oriented environment
  • Must be organized, detail-oriented, and able to multi-task
  • Excellent computer skills (Excel, Word, PowerPoint, Access)
45

Portfolio Manager Resume Examples & Samples

  • Portfolio management for a broad array of individual, family and trust portfolios, generally balanced, but subject to the special needs of each client; including management of liquidity needs, traditional equity and fixed income portfolios, and opportunistic alternative investments as appropriate in each situation
  • Management of client relationships in coordination with the client service teams, including serving in many instances as the primary relationship manager
  • Active participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Investment Strategy teams
  • Maintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities
  • Development of opportunities with existing clients to provide additional services and manage additional assets
  • Contribute to the development of prospect presentations and on-going marketing materials, as well as input to enhance the marketing presence of our Private Client brand
  • Coordination of presentations of the firm’s investment and service capabilities, including developing content and managing meetings for prospective clients and their advisors
  • Participation in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members
  • Experience in portfolio management for Private Client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies
  • Knowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies, and strategic tax planning
  • Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies
  • Strong interpersonal skills – ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written
  • Experience in developing new business using both traditional and alternative investment strategies
  • Highly motivated and self-starter capable of managing long-term relationships, and initiating and cultivating new client relationships
46

Portfolio Manager Resume Examples & Samples

  • The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
  • Strong understanding of risk management and credit mitigates and strong credit knowledge
  • Good prioritizing, organizational and time management abilities
47

Portfolio Manager Resume Examples & Samples

  • Track record of asset allocation experience
  • Strong understanding of behavioral finance
  • Extensive Quantitative skills
  • Willingness to challenge the conventional wisdom
48

Portfolio Manager Resume Examples & Samples

  • Business Valuation (Working)
  • Financial Understanding (In-depth)
  • Conflict Management & Resolution (Working)
  • Commercial and Personal Lending Qualified with discretionary/approval limits
  • In-depth understanding of Commercial Products, Commercial Loan documentation, Commercial Lending Process and supporting processes
  • In-depth understanding of all operational and monitoring Commercial Processes and supporting technology
49

Portfolio Manager Resume Examples & Samples

  • Providing hands-on project and portfolio management
  • Working with project stakeholders to support the execution and implementation of projects managed according to UBS Krakow project management methodology
  • Mapping and coordinating possible impact and co-dependency between projects
  • Monitoring projects progress and providing update reports on projects' status
  • Anticipating and managing possible project-related risks
50

Portfolio Manager Resume Examples & Samples

  • Overlay Management: Access data from multiple locations both internal and external sources to determine required trades. Instruct currency trades. Calculate/reconcile positions. Check for adherence to policy guidelines and review daily performance
  • New client set-up: Work closely with internal resources (including derivatives trading group, legal/compliance and portfolio managers) to design appropriate currency strategies and document policies and procedures. Establish and test links with custodians, internal databases and trading applications. Ensure appropriate documentation is in place. Perform beta tests for new clients prior to launch
  • Client service: Serve as primary contact for a subset of clients. Work closely with internal resources (including derivatives traders and portfolio managers) to implement currency-related investment strategies. Monitor and evaluate results including performance attribution analysis. Report results to clients, answer client questions and assist in the identification of additional business opportunities
  • Systems Development: Work with internal and external developers to design, develop and test tools to automate manual functions, improve risk controls and provide client friendly reports on performance and positions
  • Proven currency management/trading/analytical experience
  • Bachelor's degree (or equivalent) in Finance, Economics or Mathematics. MBA/CFA or progress toward desired
  • In-depth knowledge of currency management styles/strategies and typical structures and reporting for large institutional funds
  • Knowledge of capital markets and securities industry
  • Knowledge of trading costs and settlement and clearing practices, and the global securities markets
  • Knowledge of money manager, custodian and broker operations and reports
  • Comfort working with derivative instruments
  • Technology skills, including strong proficiency with access and excel. Programming with VBA and SQL considered a plus
  • Proven client service abilities
  • Detail oriented and very precise with numbers
  • Creative problem solving skills
  • Flexible and ability to thrive in a fast-paced, unstructured environment
51

Portfolio Manager Resume Examples & Samples

  • Oversight of project/program success
  • Ensure compliance with project framework, and adherence to established project lifecycle
  • Drive project scoping activities. Ensure comprehensive turnover of learnings from scoping discussions to PM ultimately assigned to the project
  • Oversee project detailed estimation to ensure adherence to standard processes
  • Ensure communications within project/program teams, portfolio teams, and others are of highest accuracy, and consistent with overall messaging the organization supports. Ensure communications are considered within the larger context of organizational change and organization credibility, and drive staff and project/portfolio teams to carefully consider and measure communications in this light
  • Work collaboratively across the organization to ensure project/program plans, strategies/approaches, and resource deployment optimizes the intended result
  • Facilitate development of t-shirt estimate for all new demand. Ensure all groups/teams provide input to the estimation process, and all assumptions are captured
  • Facilitate partnership between IT and business to define technology projects/roadmaps which meet business planning and strategy objectives
  • Develop/maintain and publish portfolio level dashboard of project and portfolio health
  • Ensure project reporting, data and controls are handled effectively and quickly by the project manager assigned to the projects
  • Ensure valid decisions made with proper project actuals/forecast, portfolio data
  • Project data reporting to portfolio; utilization of standardized analysis approach for KTLO, enhancement, project, portfolio data
  • Cost/data analysis, trend analysis; brainstorm solutions to identified trends and issues in data
  • Capacity/resource planning and allocation at the portfolio level
  • Bachelor's degree or equivalent work experience required, preferably in IT Project Management
  • PMP desired (or comparable PM certification), Six Sigma certification strongly desired
  • 10+ years IT experience, 7+ years’ project management experience, 2+ years’ program management experience
  • 3+ years’ leadership experience, 3+ years’ personnel management experience
  • Supervision: demonstrated experience in supervising functional and technical staff
  • Mentoring: extensive experience in mentoring and guiding functional and technical staff
  • Budget management: extensive experience in maintaining and using project budget and actuals tracking to ensure costs are maintained within the specified tolerance level, and can train others
  • Impact analysis: extensive experience in independently assessing impact for each project aspect and determine if project can expand or not to address new idea, and can train others
  • Project planning: extensive experience in independently translating functional requirements into project plans, and can train others
  • Project implementation: extensive experience in effectively implementing all project phases, and can train others
  • Project management fundamentals: advanced knowledge of schedule, risk management, issues management, leadership, and can train others
  • Documentation: consistently clear, accurate, and can train others
  • Communication: consistently demonstrates advanced clear, articulate, concise; verbal and written
  • Organization/prioritization: consistently utilized and effective over own work
  • Demonstrated experience in facilitating components of organizational change management
  • Data and decision analysis: extensive experience as applied in project, program and/or IT portfolio environment
  • Demonstrated effective (intermediate level) use and experience with MS Project, Visio, Excel
52

Portfolio Manager Resume Examples & Samples

  • Responsible for the design, development, maintenance and analysis of reporting at portfolio level and project level, and exception reporting of portfolio issues
  • Design, Development, Maintenance and administration of EBS PMO project management toolsets (eg MS Project 2013)
  • Support EBS PMO Management to define and develop processes and methodology
  • Support project management staff to consistently apply EBS project standards and methodology, including audit activities
  • Maintain a strong understanding of all EBS services, operational processes and procedures
  • Develop relationships and expertise within the divisions to provide continued value-add services
  • Develop opportunities to make efficiencies or improvements and recommend to the PMO leadership team
  • Exhibits regular, reliable, punctual and predictable attendance
  • 5-8 years of related work experience preferred
  • University or Bachelor’s degree in related field or equivalent work experience
  • Advanced experience using MS Office products (Word, Excel, PowerPoint & Visio)
  • Advanced experience in the use and administration of formal Project Management (MS Project 2013) and Project Portfolio Management Tools
  • Communication skills (written, verbal, listening) , as is the ability to successfully adapt to diverse people and situations, manage conflict, proactively resolve issues, and complete assignments on time
  • Good understanding of the insurance and financial services industry
  • Basic understanding of SQL Reporting
  • Experience of working across borders
53

Portfolio Manager Resume Examples & Samples

  • Active participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Open Architecture and Asset Allocation teams
  • Contribute to the development of prospect presentations and on-going marketing materials, as well as input to enhance the marketing presence of our private client brand
  • Participation in the development of new ideas, planning and execution of private client business development strategies with senior management and other team members
  • Experience in portfolio management for private client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies
54

Portfolio Manager Resume Examples & Samples

  • Must be an independent worker with effective time management, organization/prioritization and self-management skills to establish measurable goals and implement strategies and tactics to achieve them on schedule
  • Aptitude for identifying inconsistencies and assessing commercial credit risk impacts
  • Proficient in intermediate MS applications (Word, Excel, Access and PowerPoint). An advanced level of proficiency in MS Excel may be required for monthly reporting
  • Detail oriented with strong problem solving skills and a positive attitude
  • Proficient and proven interpersonal, relationship-building and communication skills
  • Analytical and detail-oriented
  • Commercial credit risk assessment (borrower and facility) experience is preferred and automotive wholesale credit expertise is highly desired
  • Understanding of automotive dealership operations and wholesale administration
  • Strong business presentation skills
55

Portfolio Manager Resume Examples & Samples

  • This role will explore the changes and trends of the risk drivers for the company according to the changes in macro environment and the credit portfolio constituents identify key risks for ongoing monitoring and provide enhancement recommendations
  • One of the key responsibilities will be executing credit portfolio planning, including the portfolio limit setting and the asset quality budgeting, ongoing monitoring and analyzing the causes of variation
  • Meanwhile, you will also perform analysis on credit portfolio level to facilitate credit business and risk management decision and Develop and manage portfolio risk analytics and strategies that could materially enhance profits and manage bad debt efficiency for consumer finance products
  • Furthermore, this role will facilitate the approval on new strategy/policy rollouts that impact delinquency and profitability and facilitate sustainable business growth, strengthen credit control and policy, enhance portfolio risk monitoring and support decision system maintenance as well
56

Portfolio Manager Resume Examples & Samples

  • Requires a bachelor's degree in Finance, Business or other related field and 4+ years of banking, relationship management, underwriting and credit experience or other directly related experience
  • 4+ years of solid experience in Commercial or Commercial Real Estate credit analysis including underwriting, structuring, documentation, and portfolio management
  • Working knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc
  • Strong credit skills in underwriting, financial modeling, valuations and adherence to policy
  • Requires strong customer service, relationship, organizational, analytical and creative problem solving skills
  • Must have strong communications skills, both verbal and written
  • Strong Microsoft Office skills (i.e. Excel, Word, Access, Outlook)
  • Portfolio Manager I and III openings also available
57

Portfolio Manager Resume Examples & Samples

  • Manage a combined CAPEX budget of $7m on behalf of the Infrastructure Director
  • Monitor expenditure and costs against deliverables and realised benefits as programme develops
  • Plan and monitor on average 30 concurrent projects within an overall programme
  • Resolve any issues and instigate corrective action as appropriate
  • Manage and develop staff within both the project and build teams
  • Ensure the delivery of new products and/or services from the projects is to the appropriate level of quality, on time and within budget, according to the programme plan
  • Take responsibility for the quality assurance and overall integrity of the programme
  • Risk assessment of programme and subsequent management to ensure successful completion
  • Manage 3rd party contributions to the programme as appropriate
  • Manage dependencies and interfaces between projects
  • Collaborate with US IT Teams, local IT teams and International NBCUniversal businesses
  • A high level of demonstrable experience within Project/Programme management/ PMO function using leading methodologies and processes. (Prince2, PMP or equivalent)
  • Demonstrated ability of identifying, recommending and introducing process improvements
  • Experience of managing multiple parties including senior Stakeholders, Project Managers and 3rd party vendors on high profile and technologically innovative enterprise solutions
  • High understanding and daily utilisation of MS Project and a strong understanding of budget control and resource allocation procedures
  • Proven success in direct managing Project Managers. Ability to also manage large teams across multiple sites and create a sense of teamwork by pulling together the different members of the programme teams who may be unrelated and dissimilar
  • Demonstrated ability of prioritising and organising workload, coupled with demonstrated experience of working under pressure and to tight deadlines in a fast paced and changing environment
  • Takes ownership of responsibilities and proactively suggests ways to improve efficiency through best practice, lessons learned and creative problem solving
  • Demonstrates excellent communication skills (written & oral) and encourages transparency & visibility
  • Excellent customer facing skills coupled with ability to interact and work with people of all levels
  • Demonstrates excellent documentation, reporting & presentation skills
  • Demonstrated team player coupled with the ability to work autonomously
  • Available for escalation outside of core hours (09.30 to 18.00 Monday to Friday) as required
  • Ability to deputise for the Infrastructure Director in their absence
  • Willingness to travel internationally with additional languages preferred
  • Preferred working knowledge of ITIL Service Management including Change, Incident and Configuration & Asset Management
58

Portfolio Manager Resume Examples & Samples

  • Responsible for Cloud portfolio and solution in Region North East Asia
  • Understand deeply market and industry trend, customer's cloud transfromation strategy, plan and detail requirements, and clarify clearly customer requirements towards R&D
  • Develop Cloud business plans together with sales/engagement teams and secure the roadmap of Ericsson Cloud portfolio to support the business plan
  • Work with sales/engagement teams to develop & build value argumentation
  • Propose and define right portfolio strategy and end-to-end solutions to meet customer's need
  • Advice in preparation for solution life cycle management
  • Participate in knowledge transfer & information sharing
59

Portfolio Manager Resume Examples & Samples

  • 5 or more years previous commercial credit/loan experience
  • 2 or more years supervisory/team lead experience
  • 2 or more years loan review experience
60

Portfolio Manager Resume Examples & Samples

  • Prepare standard or custom spreadsheets and reports to assist ICs. This includes portfolio summaries, asset allocation targets, bond analysis reports, maturity schedules, sector analysis and income projections
  • Proactively review client accounts to ensure compliance with mandate
  • Proactive liaises with the Research team to ensure highest level of investment knowledge related to BHIMI’s mandates and the investment industry
  • Has a very strong level of understanding of the compliance policies and procedures relating to private client money management and ensures that existing risk management procedures and controls are being followed
  • May be required to help training new PMG employees
  • Must be willing to take initiative, is entrepreneurial and achievement orientated
  • Displays high energy and self-confidence
  • Assist with ad-hoc projects in support of the SVP & National Director - Investment Management, and/or Sr. Manager, PMG
  • Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Investment Research, Investment Banking, or Portfolio Management divisions
  • Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions
  • Strong financial analysis knowledge and familiarity with taxation issues
  • Strong computer skills and exposure to Global Plus, Microsoft Outlook, MS Excel, MS Word, MS PowerPoint, Starquote, Bloomberg, FMC and Charles River would be an asset
61

Portfolio Manager Resume Examples & Samples

  • Constructs and implements portfolios based on the defined strategy, within associated guidelines and restrictions
  • Implements valuation methodologies and financial models that support the investment process and enable the PM to
  • May provide investment advisory services to external parties/ clients, as required
  • Performing QA aspects of investment portfolios
62

Portfolio Manager Resume Examples & Samples

  • Manage a team of GE-FTE & NFTE telecallers (Dialer - Predictive /preview / Manual) and drive Collection efficiencies through them
  • Ensuring that business objectives on all the parameters i.e. OP targets, Dialer Metrics, Compliance metrics are met
  • Being proactive in communicating with internal & external customers & uses feedback to improve services , products and relationships
  • Should be able to anticipate potential obstacles and identify contingent plan to avoid them
  • Monitor CAPE as per collections strategy
  • Ensures timely hiring of FTEs / NFTEs as per plan
  • Design strategy/contest & incentive plan basis mode/campaign based on requirement
  • Continuous coordination with Training/CQ team to support team effectively on their TNIs
  • Portfolio segmentation for increased collection focus
  • Ensuring smooth execution of collection strategies as rolled out by the business
  • People Management, performance management, attrition and retention are key to success for this role
  • Co-ordination with internal and external stakeholders - vendors, fraud unit, risk, new accounts, verification & legal etc
  • Ensure that regular due diligence is conducted on accounts for settlements/reversal/ extensions etc
  • Timely identification of Skips/ Fraud/EWS cases and sharing feedback with the business on portfolio quality
  • Monitoring & improving agent & team productivity on a monthly basis
  • A/c browsing / taking supervisory calls , conducting team huddles & call listening sessions
  • Graduate with 8-10 years of experience with Financial Services Industry, especially from credit card collections industry
  • Preference given to candidates working in Dialer platform
  • Excellent Knowledge of V+ (Mandatory)
  • Good People Mgmt Skills -Ability to manage and engage large teams
  • Proficiency in MS Office (Excel/Power point-Mandatory)
63

Portfolio Manager Resume Examples & Samples

  • Fully licensed Series 7 and 66 (or 63 & 65) upon hire required
  • BS/BA degree required; Finance, Accounting or Business concentrations preferred
  • Five years of experience in Portfolio Management preferred
  • Experience in managing Separately Managed Accounts / Unified Managed Accounts a preferred
  • Tax Overlay and Optimization experience preferred
  • Must possess an understanding of taxation
  • Experience with Mutual Funds, ETFs, and Alternative Investments a plus
  • Experience with options trading and/or options strategies a plus
  • Highly skilled in Microsoft Office with an emphasis in Excel a plus
  • Public speaking experience a plus
  • Demonstrated ability to quickly learn and apply new concepts
64

Portfolio Manager Resume Examples & Samples

  • Use market intelligence and in-market staff knowledge, desk research and every other available methodology and data to gain deep, actionable insights into the market and its current and future needs
  • Actively engage with the global Go-To-Market team and local Marketing team to deliver excellent promotions and awareness campaigns to the markets, including social platforms, PR, events, CRM and all relevant elements of the marketing mix
  • In all respects become a flag-bearer for the Category, speaking at events, selling the vision, enthusing colleagues and channels, evangelizing and driving growth
  • Product management expertise and understanding is fundamental to the role
  • Successful candidates must be able to articulate a vision for how print and digital products could transform the Adult Category within the US and globally
  • Influencing, relationship- and consensus-building within a matrix & virtual structure
  • Agility and flexibility, able to stay on course towards target
  • Excellent analytical skills and clear, structured decision-making
  • Excellent communication, presentation and evangelist skills
65

Portfolio Manager Resume Examples & Samples

  • Assist loan officers in preparation of credit displays – including writing initial parts of display, pulling the credit bureau reports, checking filings at Secretary of State for UCC or lien filings
  • Once credit display has been completed, move it through the approval process, being sure it goes to the correct level of approver, or for an overview if necessary
  • Order & review necessary title work for the loan request, flood certifications
  • Order loan documentation, assist with closings, send loan documents to booking and check back to ensure they are booked correctly, file necessary collateral documents with the proper entities, post-closing documentation follow up
  • Report completion and monitoring on a regular basis, including new loan reports, collateral monitoring, watch list reports, Top 25 Reports
  • Work with clients regarding their loans, accounts, online banking, issues with any of our services, payments, loan advances, transfers, etc
  • Joint calls on customers and prospects with loan officers to maintain existing, and develop new business opportunities
  • Identify customer and prospect needs and present recommendations or referrals to officers
  • Understand GWB Loan Policy and serve as a resource for officers on compliance issues
  • Other job related duties or special projects as assigned
  • Bachelor’s degree in business, accounting or finance (or related field) or relevant experience
  • 5+ plus years of credit analysis or related banking experience with a diverse portfolio of commercial and / or agricultural banking clients
  • A strong client focus capable of balancing credit quality standards with client relations
  • Proven excellent time management and organizational skills
  • Proven ability to balance multiple priorities
  • Clearly communicates information and ideas through a variety of channels in a manner that engages and impacts the audience
66

Portfolio Manager Resume Examples & Samples

  • Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies
  • Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy
  • Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy
  • Advises clients and executes investment strategies consistent with the Principals of an open architecture platform
  • Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance
  • Reviews portfolios to analyze investment performance
  • Maintains compliance with all internal policies and procedures
  • Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees
  • Has the knowledge and ability to manage investment portfolios within a fiduciary framework
  • Assists the relationship management team in the development of investment policy and strategy
  • Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor
  • Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client
  • Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client
  • Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy
  • Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives
  • Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor
  • Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth
  • In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image
  • Undergraduate degree in a business related field
  • Excellent interpersonal and communications skills (both written and verbal)
  • Ability to work as part of a sales and client servicing team
  • Progress towards advanced degree or professional certification
  • Ability to use: office equipment, Trust accounting system and portfolio management system
67

Portfolio Manager Resume Examples & Samples

  • Prepare initial and ongoing credit submissions
  • Maintain acceptable asset quality in the portfolio of existing loan accounts through the monitoring of accounts for compliance to terms and conditions, including margins and covenants, completion of annual reviews and day to day account operation, identifying and actioning deteriorating risk situations and material exceptions, with timely advice to Senior Portfolio Manager for further attention and regularization
  • Provide timely, accurate service and support to Corporate Card Sales Team to ensure the retention of valuable commercial clients and to identify and recommend workflow & process alternatives which can lead to improved efficiency and service levels
  • Ensure the completeness and acceptable quality of loan security documentation, conditions precedent, margins and compliance tests providing authorization for loan drawdowns as per terms and conditions of authorized credit. Assess significance of any security or conditions shortfalls to determine required action including disallowing drawdown in situations where shortfall materially impacts credit risk
  • Exercise individually-held Commercial unilateral discretionary limit(s), as well as any held approval discretionary limit(s) (e.g., overdrafts, credit applications); ensuring credit decisions and/or recommendations are in accordance with sound credit-granting principles and in compliance with the Bank’s policies and related procedures (e.g., Lending Directives, Commercial Lending Policy, etc.), completing analysis; confirming security valuations; completing and approving credit applications for authorization under Commercial Lending Policy
  • Proactively support Corporate Card Sales Team in client relationship management activities, contacting clients for matters related to portfolio management and routine credit-related matters, identifying sales opportunities and referring as appropriate
  • As appropriate, co-ordinate planning, implementation and review activities with Commercial Banking colleagues to ensure customers needs/expectations are met and/or exceeded
  • Develop, implement and review a plan to complete all assigned Scheduled Reviews in a timely manner to acceptable quality standards
  • Exercise discretionary lending limits to approve quality deals
  • Protect the Bank’s assets and maintain the quality of your portfolio by adhering to all lending regulations, Policies and Procedures, legal and ethical requirements process requirements and established risk guidelines
  • Manage risk and minimize losses through monitoring and control reports, ensuring compliance requirements, audits and verifications are completed in accordance with Bank Policies & Procedures and regulatory, legal and ethical requirements
68

Portfolio Manager Resume Examples & Samples

  • Candidates must have a college degree and 5-7 years of experience in portfolio, project management
  • Experience as a certified PM is preferred
  • Familiar with portfolio management and planning
  • Solid technical background with understanding and/or hands-on experience in software development and web technologies
  • Familiar with Jira, Kanban, Agile processes, and best in breed Portfolio management processes
  • Solid organizational skills including attention to detail and multi-tasking skills
  • Familiarity with digital media experiences and trends
  • Superior written and oral communications skills
  • Demonstrate passion and enthusiasm for the company's mission
  • Ability to multi-task and prioritize in fast-moving environment
  • Establish collaborative working relationships both internally and externally
69

Portfolio Manager Resume Examples & Samples

  • Deliver value-added investment performance to both external and internal clients invested in MMS portfolios
  • Execute on the Team's investment philosophy and process, while having a continuous improving mind-set to keep the process competitive and differentiating
  • Provide leadership and day-to-day management guidance and oversight of two equity-oriented analysts
  • Work collaboratively with other team members in assessing managers' uniqueness and ability to generate alpha as well as considering use of managers in a multi-managed, multi-asset context
  • Assume direct responsibility and performance accountability for relevant equity strategies / portfolios
  • Engage in effective and proactive communication regarding managers' and portfolios' performance, risk characteristics, and drivers of performance, to internal and external clients
  • Collaborate with GIS colleagues (Asset Allocation and Currency, GIS strategists, Client Solutions, Pension Risk Management, Risk Analytics, Structured Solutions), Trading, Operations/Administration, Legal/Compliance, Finance & Control to implement manager selection and portfolio construction decisions effectively and to oversee on-going management of all relevant portfolios
  • Be a strong partner to Product, Distribution and Marketing teams to help expand various distribution channels, to deepen penetration within existing channels, and to propose appropriate solutions that leverage the Team's resources and strengths to meet clients' investment needs
  • 15 years of direct and relevant experience, an in-depth knowledge of a wide range of equity strategies, a thorough understanding of portfolio construction and management, and understanding and facility with risk tools to evaluate portfolio risk
  • Experience with alternative strategies (long-short, market-neutral, total return, commodities) as well as operational due diligence is highly desired
  • Excellent oral and written communication skill
  • Strong leadership skill – manages, inspire, and lead team members and co-workers
  • CFA
  • Master degree desired
70

Portfolio Manager Resume Examples & Samples

  • Bachelor's degree in computer science, system analysis or a related study, or equivalent experience
  • Requires demonstrable experience of managing IT projects
  • Knowledge of Pharmaceutical industry preferred
  • Demonstrable knowledge, experience and capabilities in: financial planning and evaluation, business plan development, investment modeling, portfolio planning, and Request, Project and Program methodologies and lifecycles, e.g. SDLC
71

Portfolio Manager Resume Examples & Samples

  • 3+ years applicable work experience in portfolio management or related investment field
  • Individual Retirement Account (IRA) and/or (Individual Retirement Trust (IRT) strongly preferred
  • General knowledge of financial markets, portfolio management theory, and federal and state tax laws. Exposure to fiduciary laws preferred. Must posses excellent communication, listening and presentation skills and demonstrated
72

Portfolio Manager Resume Examples & Samples

  • Act as main risk interface with the Client finance & Relationship contact management
  • Support timely funding cooperating with Funding COE and Underwriting Teams,
  • Ensure control and execution of Factoring Contracts, Capital and WCS policies, following internal SOP
  • Lead regular portfolio reviews on main Risk triggers and trends on portfolio performance involving underwriters, Service Delivery Team and Client management
  • Mitigate the risk of loss by taking relevant actions: Reduce or cancel credit limits, block customers, set up Payment Plan, take legal actions. Regular Watch List review and follow up actions
  • Manage write off and charge off processes
  • Report to client on NR levels and reasons for recourse
  • Be responsible for monitoring credit insurance management process including Maximum extension period (MEP), tracking past dues of insured debtors, reporting out to the insurance company along the thresholds
  • Follow up criticized debtors, analyze aggregated portfolio metrics and review with senior management
  • Manage NR only portfolios, including obtaining past due comments from clients and initiate follow up actions
  • Model Risk adders annually
  • Work closely with the Service Delivery Team to raise and document Bad Debts and Payment Plans
  • Support team in ensuring a timely SOP review
  • Bachelor’s degree or equivalent and minimum of 2-4 years directly related Risk or Service Delivery Team experience
  • Deep understanding of collections processes
  • Strong knowledge of Microsoft Office programs and overall strong aptitude in systems
  • Service Delivery Team experience directly related to the client is a plus
  • Ability to work independently and in a team
  • Strong communication skills both verbally and in writing
  • Ability to work in intense, highly time critical environment
  • Multilingual desired (Italian, French, German, Spanish)
  • Self-motivator, creative thinker
73

Portfolio Manager Resume Examples & Samples

  • Lead the International IMS (Investment Management Solutions) business spanning across EMEA, Asia, and Latin America
  • Manage a team of portfolio managers
  • Drive the strategic direction of the business, partnering closely with Risk Management, Business Management, Product Development, Technology, Compliance, and Operations
  • Trade client portfolios with a keen focus on flawless execution and risk management
  • Have a strong operational background and track record of implementing process improvements
  • Report into the head of PMG in Geneva
  • 6+ years work experience in financial services industry
  • Experience working with senior level partners across a geographically diverse business
  • Private Wealth Management experience preferred
  • Demonstrated strong interest and understanding of investment solutions
  • Hard working, ability to operate in a fast-moving, demanding, and team oriented environment
74

Portfolio Manager Resume Examples & Samples

  • Ensure global program have sufficient resource allocation from priority markets and changes get implemented successfully into the markets
  • Promotes an environment of inclusion, diversity, collaboration and trust within the Group
  • Promotes the value of challenging the status quo, seeking to improve ways of working and having a forward-thinking mind-set, in line with the Group’s Values and Strategy
  • Portfolio Manager will need to deploy global program into priority markets and manage their impact. They are expected to have awareness of the group strategy and the challenges or risks that the group faces
  • Outstanding understanding of HSBC Group structures, values, behavior’s, processes and objectives
  • Outstanding knowledge of Global Change Delivery – functionally, operationally and financially
  • Strong analytical background and proven ability in analytical rigor, including being able to contextualize data into business activities and conclusions
  • Outstanding interpersonal and communication skills with a proven ability to communicate effectively and confidently at all levels
  • High level of drive and motivation to ensure successful delivery of complex transformational initiatives
  • Outstanding organizational and planning skills in order to cope with multiple large-scale responsibilities
  • Good working knowledge of functional area in an operational or consulting capacity
  • Ability to develop cohesive working relationships with business partners
75

Portfolio Manager Resume Examples & Samples

  • Develop satisfied clients and new sources of asset management revenue through frequent contact, for small to mid size relationships of low to medium complexity
  • Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement for each relationship
  • Assist more senior Portfolio Managers with larger, more complex relationships
  • Work with trust specialists to learn the intentions of the trust or agency agreement and identify the most appropriate investment policy to accomplish those objectives
  • Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
  • Generally, the incumbent should have 3 or more years experience involving money
76

Portfolio Manager Resume Examples & Samples

  • This associate will play an integral role in the research and portfolio management processes in building comprehensive client portfolios. The associate will play a generalist role, while working with both internal and external analysts. They are expected to contribute to portfolio decisions as they become familiar with the strategy. Attending periodic investment conferences will be expected
  • Taking responsibility for oversight of client portfolios including transitioning them to effective and risk adverse portfolios
  • Helping to develop and execute a marketing plan to grow the SAM business. Travel for marketing purposes could be between 40 – 50 days per year
  • Documentation of calling efforts, meetings and general client activity in the Salesforce.com CRM system
  • Proficient use of software and other tools to produce deadline sensitive and accurate correspondence, RFPs, presentations, reports and other follow-up documents
  • Understanding of an entrepreneurial environment, including the necessary sense of urgency to move the business forward
  • Strong communication skills, both oral and written. The ability to take complex capital markets and product information, as well as company and industry research and distill down to key points is critical. A superior level of professionalism is mandatory
  • Bachelor’s degree – 3 – 5 years of securities industry experience preferred in a sales or analytical role; knowledge of asset management business is helpful. Graduate degree, CFA or equivalent is preferred
  • Broad investment knowledge and experience as well as the demonstrated ability to discuss industry sectors and stocks with a high level of detail and insight
  • Ability and willingness to develop relationships with key personnel to promote Baird Investment Management and Specialized Asset Management
  • Demonstrated ability to work effectively as a team player
  • Series 7 & 66 licensed or ability to obtain in 6 months
  • Strong PC skills with knowledge of Microsoft Outlook, Excel, Word and PowerPoint. Knowledge of Salesforce CRM is a plus
  • Ability to handle confidential information with discretion
77

Portfolio Manager Resume Examples & Samples

  • Ensure that all critical lease dates are identified and efficiently and effectively managed through a pipeline to maximize opportunities in the marketplace, protect security of tenure and manage risk
  • Work with clients and colleagues to understand business needs and incorporate into locational strategies and lease negotiations
  • Provide real estate market inputs into location strategies
  • Drive production of internal real estate locational strategies and Real Estate Approval Documentation (READ), including oversight of lease inputs into financial modelling
  • Lead local broker interview and selection process, identifying strengths, weaknesses and risks
  • Manage and execute transactions, providing support to third party Transaction Managers and leading other internal service groups including Project Management, Legal and Financial Controllers as required
  • Manage the third party Transaction Managers and other internal service groups as they interact with landlords throughout the transaction process
  • Manage estate management across the region (rent reviews, rate reviews, incentives etc) through third party vendor
  • Manage lease administration through third party vendor, including lease database (Manhattan), lease payments, financial reporting and critical lease date management
  • Manage all 3rd party contracts including performance to KPIs/SLAs and renewing/retendering these contracts as required
  • Manage and develop relationships with real estate market players including landlords and brokers
  • Subject matter expert on regional markets, transactions, estate management and lease administration
  • Work with Portfolio Strategy in relation to the management of critical lease dates, real estate market analysis and portfolio benchmarking and metrics
  • Work with Portfolio Strategy and Project Management to understand client needs and incorporate into lease requirements
  • Coordinate with cross functional stakeholders when translating the real estate pipeline into executable transactions including Portfolio Strategy, Project Management and Financial Controllers Group
  • Excellent team, individual, and mentoring skills
  • Strong collaboration skills that promote effective working across functional areas
  • Exceptional organizational, follow-up and time-management skills
  • Forward thinking; able to visualize and execute on ideas; strategically minded with tactical appreciation
  • Thorough understanding of regional real estate markets in relation to strategy, transactions, estate management and lease administration
  • Demonstrable experience in client relationship management, real estate strategy, transaction management, negotiation skills and vendor management in high paced environment
  • Broad understanding of global real estate trends, best practices and vendor marketplace
  • Full understanding of financial impact of real estate decisions from profit & loss, cash and NPV viewpoints
78

Portfolio Manager Resume Examples & Samples

  • Maintains a continuous study of financial news, reports, digests, and financial services to keep informed of economic and financial conditions affecting markets subject to trust investment
  • Assists in the establishment of investment policy,meets regularly with clients to review investment objectives and performance
  • Oversees the activities related to management of clients' investment portfolios
  • Monitors application of Style investment changes for thoroughness in applying changes after they are approved
  • Maintains an active and ongoing conversion to Strategy plan for each existing account being managed using a Strategy
  • Performs relationship support and/or investment support activities for agency accounts depending on client's preferences
  • LI-LH1
  • CFA Charter Holder and/or CFP designation highly desired
  • 10+ years experience thorough knowledge of economics, investment strategy, quantitative analysis, and risk assessment
  • 10 + years experience working with high net worth individuals in providing various strategies including asset allocations, value and growth equity styles, derivative strategies, private equity and other alternative assets
  • Experience utilizing several investment vehicles including individual equities and bonds, mutual funds, options and modeled portfolios
  • Compile statistics
  • Compose letters/memorandums
  • Use of personal computer
79

Portfolio Manager Resume Examples & Samples

  • Define portfolio tasks and resource requirements, effectively co-ordinating project staff to ensure adequate levels of resource and skills deliver in a timely fashion
  • Identify, build and develop key stakeholder relations
  • Drive the delivery of projects and programmes within the portfolio
  • Provide advice and guidance on the construction of business cases and financial models
  • Develop and implement an effective communication plan with stakeholders
  • Foster a culture of continuous improvement for the PMO
  • Engage with business partners as part of the business and project planning process to set expectation with regard to costs and timescales
  • Liaise with project stakeholders in order to understand, develop and agree budgets and manage requirements as well as monitoring processes
  • 8-10 years experience in leading multiple large technology and business change programmes across a range of business functions
  • Proven track record of line management or project management
  • Proven track record of end-to-end planning and delivery of large scale programmes
  • Hands on experience in delivering technology and business change projects
  • Technical skills required in Waterfall/Agile/Prince2 or equivalent
  • Background in Property Management/Housing/Banking/Retail
  • Degree in a technical discipline
80

Portfolio Manager Resume Examples & Samples

  • Bachelor’s degree in Computer Science/Information Technology, Business or related field
  • PMP and/or PMI Methodologies certified or 5+ years of formal project management experience
  • Successfully managed a large portfolio or program (+10 active projects) with multiple business stakeholders
  • 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 such as building work breakdown structures, Waterfall/Agile/Scrum methodologies, etc; experience with traditional SDLC methodologies
  • Must be proficient in Microsoft Project and Office (Word, Excel, PowerPoint) and possess solid computer skills
  • International work experience
  • Six Sigma, Lean or other process improvement disciplines
  • Strong analytical problem solving skills
  • 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
81

Portfolio Manager Resume Examples & Samples

  • Verifying if your dedicated portfolios are managed in line with parameters based on products guidelines
  • Always be ready to provide detailed information on your dedicated portfolios to Portfolio Specialists and Client Advisors
  • Verifying that instructions can be implemented, if not, be able to come up with proposals how instructions have to adjusted to ensure their implementation
  • University degree or equivalent (e.g. Economics) and any other certification (e.g. CFA, CIIA) is an advantage
  • Sound knowledge and inherent interest in financial markets
  • Concise and accurate working method
  • In-depth Portfolio Management expertise
  • Good communication and presentation skills and ability to communicate appropriately at all levels in the organization
  • Fluency in German and English (oral and written)
82

Portfolio Manager Resume Examples & Samples

  • Responsibilities for this position include business and process modeling, operational transformation, IT planning, rapid process change, strategic profit improvement, cost management, process maturity improvements, and quality management techniques to further key operational optimization and transformation
  • Design, enhance and implement portfolio service models while improving the existing ones for enhanced business value and delivery performance
  • Plan, develop, and manage IT portfolio lifecycles and associated process assets centrally for the entire IT function collaborating with service owners, process owners, and other stakeholders
  • Plan and execute process maturity benchmarking / assessments using industry standards and best practices frameworks like CMMI, COBIT, ITIL, ISO standards (27001, 31000, 9000)
  • Implement proven process improvement approaches (e.g., LEAN and / or Six Sigma) to design sustainable portfolio management to address operational challenges
  • Partner with all IT functions to define, develop and implement future state IT Operating Model for Portfolio Management
  • Partner with Technology Finance to achieve long term optimization of expenses across the IT Project Portfolios
  • Identify IT capabilities required to support the strategy of Portfolio Management
  • Develop and define a coordinated enterprise view of Project Management and Vendor Service delivery
  • Build rapport across the enterprise by approaching challenges in a proactive and disciplined manner
  • Establish and develop communications and strategic framework to introduce change for how M&T manages project portfolios
  • Strategic liaison to provide support to businesses with prioritization of initiatives by providing the evaluation of each program/project in delivery of cost effectiveness and improved customer service
  • Develop and demonstrate a thorough and expert understanding of the business and its functions, processes and operations
  • Supports businesses by ensuring objectives are met through efficient and effective management of process improvement methodology training programs, establishing implementation team goals and objectives, and developing and implementing on-going key performance measurement reporting
  • Responsible to ensure business objectives and customer focus principles are employed in strategic planning to achieve gains in process and technology while reducing core costs
  • Evaluate status reports and communicate and manage the progress for deliverables for project milestones to senior management and project sponsors
  • Bachelor’s degree, or in lieu of a degree a minimum of 4 years work experience
  • 10 years management experience in bank or financial institution
  • At least 5 years Business and/or Technology Transformation project leadership; experience with project management methodologies (PMBOK, Waterfall, Agile, etc)
  • Experience in IT strategy development and IT operating model design and implementation, including operating models with outsourced or offshore delivery
  • Lean Six Sigma certification or similar quality discipline experience
  • Exposure to IT system development lifecycles and service management lifecycles
  • Understanding of industry standards and best practices like CMMI, ITIL, PMI’s PMBOK, COBIT, ISO standards (27001, 9000, 31000)
  • Basic understanding of regulatory and compliance requirements for Banking industry
  • Discovery & Business Intelligence concepts Understanding of key technology trends and how they impact our business
  • Experience translating business requirements to system/application solutions
  • Experience with performance management and analytical tools for performance measurement and process improvement
  • Ability to understand technical, business and operational impacts of a project or problem
  • Strong change leadership and communication skills; ability to communicate across senior levels of the organization
  • Experience and skill in managing across functional and organizational lines
  • Advanced degree (MBA or MS) is preferred
  • Six Sigma Green Black Belt PMI certification (e.g., PMP)
  • Advanced certifications or trainings or implementation experience in ITIL, CMMI, COBIT, Balanced Scorecard, ISO standards
  • Process Mapping and Business Process Mapping software MS-Office applications (e.g., MS-Project, MS-PowerPoint, Visio, Word, Excel)
  • Statistical software experience (e.g., Minitab)
83

Portfolio Manager Resume Examples & Samples

  • Implementation of portfolios based on defined investment strategies
  • Daily portfolio management tasks such as
  • Client cash flow management
  • Currency and FX-overlay management
  • Equity- and fixed income-derivatives overlay management
  • Active management/security selection of investment grade bonds
  • Management fund of funds
  • Simulation and execution of trades in the portfolios to reflect the investment management strategy
  • Ongoing monitoring of portfolio content ,performance and risk exposure
  • A completed higher education
  • Strong interest in Asset Management in particular macroeconomics, asset allocation, currency management
  • A fundamental understanding of investment concepts, portfolio theory and economics
  • A good understanding of investment instruments in fixed income, equity, currency and derivatives markets
  • Fluent English, other languages particularly German would be advantageous and advanced excel and system skills
  • Keen interest in financial markets and have CFA designation or be studying/or willing to study for it
84

Portfolio Manager Resume Examples & Samples

  • Spreads and analyzes complex tribal governments and their businesses
  • Develops and maintains covenant and relevant compliance reporting processes
  • Evaluates covenant compliance for each client on an ongoing basis
  • Oversees the operational aspects with the assistance of loan service team members
  • Oversees continuing adherence to credit campus guidelines and best practices, including ongoing learning and knowledge with applicable teams
  • Develops industry analytics for major industries in the NAFS space
  • Develops financial capacity guidelines for tribal governments
  • Performs credit underwriting and structural recommondations on credit requests
  • Interacts with internal partners, clients, and industry professionals on transaction issues
  • Reviews loan documentation for accuracy
  • Undergraduate degree in Business/Accounting/Finance
  • At least 2 years of commercial lending and portfolio management experience. Experience in governmental financial analysis
  • Demonstrated ability to read and understand fund accounting and restricted fund compliance
  • Effective verbal and written communication skills involving tribal leaders, finance teams, legal teams, other lenders, and prospects
  • Knowledge of bank policies and cross functional disciplines (cash management, loans, leases, syndications, and capital markets capabilities)
85

Portfolio Manager Resume Examples & Samples

  • Translation, implementation and monitoring of fixed income investment strategy across a number of fixed income portfolios
  • Monitoring of portfolios for compliance with mandate guidelines, risk profile and investment objectives
  • Evaluation of portfolio performance and attribution
  • Assist with input regarding portfolio activity to client reports and other communications
86

Portfolio Manager Resume Examples & Samples

  • Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection
  • Oversee completion of investment policy statement
  • Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions
  • Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients
  • Develop and recommend strategies to achieve the investment goals of clients
  • Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate
  • Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction
  • Support revenue growth of the market by meeting individual investment management, credit and deposit goals
  • May be responsible for developing and marketing specialized asset allocation products and services
  • Supervising, mentoring and coaching more junior staff
87

Portfolio Manager Resume Examples & Samples

  • Conducts scenario planning and analysis to justify the selection and identify relative risks involved
  • Conducts portfolio level planning and reporting
  • Manages portfolio level risk for Procurement projects
  • Ensures stakeholder engagement and responsibility are assigned to secure project benefits
  • Supports Project Managers and Program Managers through the project approval lifecycle
  • Tracks and reports project metrics for all projects throughout the organization and maintains centralized accountability for management of project portfolio; works with senior management to provide strategic and tactical advice on program/project planning and execution
  • Supports GSSR Portfolio communication, program/project control/analysis/reporting, process development and tool development
  • Supports individual projects by providing guidance regarding project governance, management and benefit realization
  • Previous experience managing, analyzing, and optimizing project portfolios, preferably within a Supply Chain organization (5 years)
  • Experience with Portfolio, Program and Project management (10 years)
  • Experience with Microsoft PPM (5 years)
  • Experience with Microsoft Project 2010 (5 years)
  • Experience with building reports (2 years)
  • Experience using Microsoft Excel and PowerPoint (5 years)
  • Mastery of Microsoft PPM/EPM
  • Knowledge of Microsoft Project 2010
  • Ability to work with individuals at all levels in an organization
  • Dedication to producing quality work and completing tasks within specified time frames
  • Strong organization and time management skills required
  • Proven competency in business analysis, requirements definition and business case production
  • Ability to work with diverse workforce and with all levels of management (ethnicity, language and education level
88

Portfolio Manager Resume Examples & Samples

  • Monitors and analyzes characteristics of each portfolio to determine suitability for the current market environment. Analyzes and determines appropriate securities for purchase or sale
  • Negotiate and execute trades with broker/dealer counterparty’s in the best interest of our shareholders and investors
  • Create and maintain strong relationships with broker/dealer community
  • Ability to adapt and adhere to department’s long term relative value and credit strategy and implement it across portfolios
  • Researches and analyzes information from outside brokers/analysts, internal analysts, company presentations, electronic media and print media about various industries. Determines the impact on Invesco funds
  • Trades Fixed Income Securities
  • Monitors portfolios characteristics to ensure compliance and to provide means of analyzing portfolio
  • Coordinates with Portfolio Administration to complete corporate actions and ensure trade settlements. Also, verifies portfolio summary statistics and pricing of securities
  • Works with Client Portfolio Manager and team leader to help support marketing efforts and the Marketing Department. Assist in developing presentations and marketing materials for internal and external use
  • As part of a large team managing various strategies, be able to adapt to various nuances of products to add value and maintain design – Such as financing needs for closed end funds
  • Coordinates with other departments to answer questions and communicate information about the Municipal funds and other products such as SMA’s and Institutional accounts
  • A minimum of ten years of experience in the effective management and trading of Municipal investment products is preferred
  • Interpersonal skills necessary to communicate effectively with a variety of individuals is required
  • Must be able to analyze and interpret various market data and be able to apply appropriate investment, accounting and financial principles
  • Must show the ability to manage projects, make quick decisions, establish priorities and concentrate on detailed information under sometimes stressful conditions
  • Must be skilled in the use of computer equipment and software programs
  • The ability to cooperate in a team environment is critical
89

Portfolio Manager Resume Examples & Samples

  • Managing stakeholder forward demands are appropriately governed and prioritised to meet the needs for a defined portfolio
  • Provide high-level, complex analysis and innovation to work planning and scheduling within portfolios
  • Ensure appropriate workforce planning within defined portfolio and regular updates are communicated
  • Maintain cross technology relationships to ensure defined portfolio demand is represented across the Nab Technology function
  • Accountable for financial management within the defined Portfolio for partners and suppliers, recoveries from projects and funded work
  • Develop demand pipeline to enable the Delivery teams to forward plan for resource supply and vendor engagements
  • Balancing competing priorities and maintaining string working relationships with key stakeholders
  • 7+ years Technology experience with 3-5 years in managing development or project teams
  • Significant experience in managing technologies, associated risks and working in partnership with consultants
  • Experience in resource allocation, shaping priorities, and managing different skills within a team
  • Ability to clearly communicate with influence and be driven to exceed expectations
  • Forward thinking with a creative mind for ongoing innovation and continuous improvement
90

Portfolio Manager Resume Examples & Samples

  • Key part of this role is to build on direct engagement and development of specific customer relationships
  • Liaising with Relationship Managers to develop high value clients and managing on-boarding of customers
  • Developing and strengthening these relationships , ensuring they are based on trust, simplicity
  • Credit stewardship plays a large part of this role, managing reviews and renewals, capital management and meeting new clients
  • Support in business development and existing business
91

Portfolio Manager Resume Examples & Samples

  • Managing the Fixed Income component of the multi-asset funds encompassing both sovereign and corporate
  • Managing the currency and cash exposure for the multi-asset funds
  • Developing and enhancing the existing bond process incorporating both asset outlook and appropriate positioning between sovereign and credit
  • A willingness to expand existing knowledge base into the Group's equity investment process and to participate actively with the equity fund management team
  • Provide information on markets and funds which will be used to support the Sales & Marketing teams
  • Stay current with industry trends, investment and economic issues, new technical and business knowledge to ensure that employees are informed and challenged to continue skill development
92

Portfolio Manager Resume Examples & Samples

  • 2 years prior experience in commercial real estate credit OR equivalent. Graduate of a wholesale banking training program
  • 4 years prior experience in commercial real estate banking or commercial credit role OR 3 years commercial portfolio management
  • 7 years prior experience in commercial real estate banking or commercial credit role OR 6 years commercial portfolio management
  • Graduate of a Commercial training program OR prior experience on a commercial banking team as a commercial banker
  • College degree in Business, Finance or Accounting
93

Portfolio Manager Resume Examples & Samples

  • Excellent tertiary qualifications in finance or similar and CFA candidacy or qualifications will be highly regarded
  • Previous exposure to tactical asset allocation and/or multi-asset portfolios is also desirable
  • Strong communication skills and demonstrated ability to develop strong relationships across the business
  • Quantitative analysis skills would be beneficial
  • Excellent time management skills and the ability to multi-task and
94

Portfolio Manager Resume Examples & Samples

  • Work under the direction of Senior Wealth Advisor/Senior Portfolio Manager(s) to implement new client portfolios
  • Monitor asset allocation and individual positions in all existing client accounts
  • Prepare investment committee presentation material
  • Model and track investment models using Bloomberg and Factset
  • Work with the Director of Equity Research to generate and research new investment ideas
  • Send out quarterly earnings summaries on model holdings
  • Update and maintain performance data within portfolio management software platform Axys
  • Approximately 2-3 years or more of prior investment experience or investment-focused academic curriculum
  • Working towards or completion of CFA designation
  • Bachelor’s degree (finance or related field)
  • Strong understanding of financial markets and investment valuation methods
  • Detail oriented with strong organization skills
  • A positive attitude and high energy level
  • Ability to handle multiple tasks and shifting priorities
  • Demonstrated strong presentation, analytical, interpersonal, and written and verbal communication skills
  • Working knowledge of Bloomberg and/or Factset is preferred
  • Additional education and credentials are a plus, such as MBA, CPA, and or CFP
95

Portfolio Manager Resume Examples & Samples

  • Possesses a university degree and/or 12+ years relevant work experience
  • Possesses advanced knowledge and 10+ years of experience in project and program management, including managing large-scale projects or programs of significant complexity and value (> $10MM) with high risk
  • Holding a valid PMP designation from the Project Management Institute (PMI) or other valid program management certification (e.g. Prince 2) is an asset
  • Excellent relationship management and consulting skills which results in proven ability to quickly earn the trust of sponsors and key stakeholders, mobilize and motivate teams; set direction and approach, resolve conflict, deliver tough messages with grace, execute with limited information and ambiguity
  • Expert change leadership and change management skills
  • Expert risk management skills will be considered an asset
  • Applies an appropriate depth of perception, discernment and judgment to effectively direct a program in a changing and evolving environment
  • Sound business and technical acumen, with demonstrated agility in learning and ability to quickly become comfortable with unfamiliar businesses areas or of technologies. Ability to connect programs/projects to broader organizational goals and grasp the key performance drivers of business partners
  • Exemplary core program and project management skills including multiple aspects of the PMBOK (i.e. Project Management Institute's PM Body Of Knowledge)
  • Solid knowledge and expertise in the use of program management methodologies (e.g. Prince 2) and tools (e.g. Clarity, MS Project, SharePoint repositories, Systems Development Life Cycle (SDLC) if applicable)
96

Portfolio Manager Resume Examples & Samples

  • Responsible for maintaining desired internal financial benchmarks for each asset within the portfolio as defined by the Director of Property Management, President and Asset Manager This includes occupancy levels, income levels, delinquency percentage, IRR and cash flows
  • Function as a leader in creating customer service programs for external and internal customers Includes developing a work environment that ensures customer service activities and enhancing its value to the organization
  • Provide input in asset management decisions and scheduling of capital expenditures for each community
  • Monitor hiring and raise requirements for each community Establish competencies with the Employment
  • Manager to achieve higher success in hiring and retention
  • Assist in evaluation of the Community Manager, assists, with others as needed; ensure training and development of on-site personnel; assist with coaching, write- up sessions and termination process as necessary
  • Review and present all information to owners and investors Includes monthly financial reports and performance reports and annual budgets and business plans
  • Provides on-the-job training as a mentor to Operations Manager and Community Manager which includes providing a leadership vision to the goals of the company also, facilitates selected formal training classes promoted by the Training Department
  • Bachelor’s degree, CPM designation preferred in addition to degree
  • 5 years multi-site property management responsibilities
  • Superior verbal, written and presentation skills
  • Ability to function within various disciplines (ie, construction, information systems, and accounting)
97

Portfolio Manager Resume Examples & Samples

  • Responsible for maintaining desired internal financial benchmarks for each asset within the portfolio as defined by the Director of Property Management, President and Asset Manager
  • This includes occupancy levels, income levels, delinquency percentage, IRR and cash flows
  • Monitor hiring and raise requirements for each community. Establish competencies with the Employment Manager to achieve higher success in hiring and retention
  • Review and present all information to owners and investors. Includes monthly financial reports and performance reports and annual budgets and business plans
  • Provides on-the-job training as a mentor to Operations Manager and Community Manager which includes providing a leadership vision to the goals of the company. Also, facilitates selected formal training classes promoted by the Training Department
  • Education: 4-year college degree, CPM designation preferred in addition to degree
  • Experience: Minimum of 5 years multi-site property management responsibilities
98

Portfolio Manager Resume Examples & Samples

  • Bachelors degree, CPM designation preferred in addition to degree
  • Monitor hiring and raise requirements for each community Establish competencies with the Employment Manager to achieve higher success in hiring and retention
  • Provides on-the-job training as a mentor to Operations Manager and Community Manager which includes providing a leadership vision to the goals of the company Also, facilitates selected formal training classes promoted by the Training Department
99

Portfolio Manager Resume Examples & Samples

  • Implementation of our Portfolio Construction and Investment Strategy team's views to ensure the bank's best investment thinking is reflected consistently in our clients’ accounts
  • Communicate PMG trading activity and initiatives to internal clients and partners
  • Work directly with Strategy and Solutions teams to construct and implement investment ideas within the discretionary business
  • Embrace new technology to develop scalability of the business
100

Portfolio Manager Resume Examples & Samples

  • The profitable management of pension plans through the development and implementation of effective portfolio strategies based on both long and short term goals. Each plan requires tailor made long and short term goals based on its specific need. This position determines what bonds, equities and other investment instruments should be purchased and when to buy and sell. The Investment Research arm of the Unit documents their findings on various stocks and based on those findings, the Portfolio Manager will determine whether or not the stock is a suitable investment for any of the plans being managed. If it is found to be suitable, a determination as to when (at what price) the asset should be purchased
  • Each pension plan is guided by an investment policy which sets the guidelines for how the plan is to be managed. It states how and what investments are to be made. This places a demand on the incumbent to discern what is required to make the plan profitable while adhering to the specifications of the policy. There is also the need to monitor how investments are divided and ensure that the required investment balance is maintained in keeping with the policy
  • All assets are held in the name of the pension fund which is set up under Trust. No purchases are held on the books of the Asset Management Unit; as such the need to mitigate risks is significant based on the accountability for clients’ funds
  • The position is the primary day-to-day contact for the client relationship and also prepares performance reports for clients as well as conducts performance presentations to clients
  • Reporting to institutional clients is done on a quarterly basis. These reports cover economic review, performance vs benchmark, risk-adjusted performance, asset allocation review, asset class performance and analysis, economic outlook and strategy review
  • Good knowledge of local and foreign financial markets including fixed income, equity, money markets, currencies and commodities
  • Good understanding of economic developments and their impact on investment performance and opportunities
  • Keen understanding of asset structures and portfolio management techniques including asset/liability management
  • Demonstrated knowledge and understanding of the portfolio management concepts, risk measures and performance measurement and analysis
  • Sound working knowledge of the relevant Regulations and Acts including the Insurance Act 1980, the Income Tax Act, the Financial Institutions Act 2008, the Security Industry Act 1995
  • At least five (5) years experience in similar position
101

Portfolio Manager Resume Examples & Samples

  • IT Portfolio Manager supports the intake process of projects through the governance process
  • Partners closely with business partners to analyze new projects and readiness for governance decisions and provides transparency of portfolio investments
  • Manages the financials of the book of work, monitors the actuals and works with the program managers and project managers to review forecasting against budgets
  • Supports the governance and project status review meetings
  • Manages portfolio management artifacts, decisions, communications, metrics, and reporting
  • Builds strong relationships within CCB to understand the business challenges and opportunities
  • Create a collaborative partnership among executive leaders and portfolio stakeholders and enables resource demand planning, change management, and project pipeline planning decisions
  • Communicates effectively with senior management via multiple channels
  • Prepares standard and ad hoc management reports and presentations
  • Supports the creation of project management best practices, tools, and ways for Digital to drive efficiency in order to reduce costs and add value
  • Manages and directs overall project team activities and monitors progress, including project health, capacity planning, developing and mentoring staff, and internal process improvement activity
  • May lead a single large or multiple major cross-organizational/LOB or cross-business unit programs and project teams through project lifecycle from ideation to project execution, including executive approval and multiple demand management processes to deliver significant business results/deliverables
  • May manage team of project managers / analysts in a direct or matrix environment
  • This role is split ~ 60/40% portfolio management/program management
  • Bachelor's degree or equivalent work experience &/or specialized training in Project Management
  • 10+ years of experience in information technology with an emphasis on Technical Project delivery
  • 10+ years experience leading a diverse team in an IT organization with hands-on experience leading requirements definition, application design and development, and high level of interaction with engaging with test teams and periphery support teams focused on build, infrastructure and release/implementation
  • 10+ years of hands on leadership of complex projects in environments across multiple logistical delivery sites
  • Project Management Institute Certification (PMP)
  • Expert level conflict resolution, change management, influencing, leadership, delegation , coaching & project management skills
  • Expert level ability to drive risk and control agenda
  • Expert LOB, business process & procedures and business applications knowledge
  • Experience with both Waterfall and Agile software delivery methodologies
  • Outstanding written/verbal communication skills with experience communicating with senior business and IT leaders
  • Experience with financial products, Mobile technology, Digital Payments and/or Digital products data/metrics
  • An understanding of social media trends and changes in the digital products/services space and knowledge of e-commerce business models in the financial industry
  • Expert in use of standard office software(MS Office, Visio, Project), reporting applications, and analytical techniques
  • Proven ability to work in an extremely fast paced environment, meet deadlines, and perform at high standards with limited supervision
102

Portfolio Manager Resume Examples & Samples

  • Program Management Director will lead multiple major cross-organizational/LOB or cross-business unit programs and project teams to deliver significant business results/deliverables
  • May lead a single large, complex and/or highly-visible program that has significant financial, reputational or regulatory risk, and require deep and broad subject matter expertise
  • Directs cross-organizational program teams through project lifecycle from ideation to project execution, including executive approval and multiple demand management processes
  • Assists one or more major business units by acting as the thought leader for program-related activities: turning strategic plans into programs, identifying project framework, defining resource needs, and navigating the resource-demand processes
  • Resolves conflict through expert collaboration and broad decision-making
  • Manages budget for assigned projects or program, monitors progress and adjusts resources and priorities accordingly
  • Establishes project requirements, priorities, and deadlines. Ensures project is completed in accordance with all Risk, Architecture and other relevant firm-wide guidelines. Coordinates resources (staff, equipment, vendors and consultants) across one or more projects
  • Directs activities, monitors details, and sets priorities
  • Identifies and documents best practices, and drives implementation
  • Independently develops value-adding business solutions
  • Coordinate across teams and with management to ensure aligned resource engagement
  • Proven ability to work in an extremely fast paced environment, meet deadlines, and perform at high standards with limited supervision, including an ability to manage project teams sized from 10-25 resources located across multiple delivery sites
103

Portfolio Manager Resume Examples & Samples

  • Bachelor’s degree or master degree
  • A minimum 5 years experience
  • Vast understanding of credit reporting agencies (D&B)
  • Proficient in reading/interpreting financial statements for the purpose of underwriting credit
  • Ability to manage relationships both internally and externally
  • Strong interpersonal, problem solving and customer service skills
  • Team player that is willing to work in a fast paced environment
  • Proficient in – Microsoft office (Word, Excel, PowerPoint)
104

Portfolio Manager Resume Examples & Samples

  • Report on, provide analysis, make inferences, and disseminate to stakeholders the business implications of emerging NIBT and related metrics, particularly EBS, capital impact, policyholder behaviour, mortality, persistency, assets under management, market movements, etc
  • Comprehensive understanding of actuarial processes and adherence to internal controls supporting financial reporting, regulatory requirements, experience studies, etc
  • Adhere to the requirements of RBC Insurance’s Valuation Policy, including completion of a portfolio review no less frequently than annually
  • Provide direct support to CLHA, pricing, & finance functions as it relates to valuation, model building, DCAT, EBS, financial planning & forecasting, and audits
  • Collaborate with stakeholders to ensure effective completion of all annual, quarterly and monthly actuarial processes; including but not limited to: experience studies and assumption inventories (annual), EBS (monthly), financial plan and forecast (semi-annual), etc
  • Provide peer review as required
  • Bachelor’s degree (or greater) majoring in Actuarial Science. Other relevant Majors (e.g. Business, Economics, Mathematics, or Statistics) are acceptable if accompanied with demonstrated knowledge of Actuarial concepts
  • Fellows of the Society of Actuaries, or Associate of the Society of Actuaries with 5 or more years of insurance experience and actively pursuing Fellowship in the Society of Actuaries (exceptions at the discretion of the VP and Appointed Actuary)
  • Minimum 5 years of actuarial / insurance experience with demonstrated knowledge of professional standards of practice, the legislative environment and industry best-practices
105

Portfolio Manager Resume Examples & Samples

  • Hours: Monday – Friday 8:00 A.M. – 5:00 P.M., 40 hrs. /wk
  • Salary and job level commensurate with experience
  • Employees regularly scheduled to work 20 hours or more per week are eligible for a full benefits package
106

Portfolio Manager Resume Examples & Samples

  • Extensive Experience in BSS/OSS Cots applications
  • Experience in Management and supervision various b Telecom Application
  • Coordination and management of business requirements from customer
  • Ensuring that systems are compliant as per SOX guidelines
  • Production Support and monitoring of Key Performance indicators
  • Drive improvements in systems and processes to maximize efficiency and quality of billing, provisioning services
  • Preparing Budget and taking care of PNL for the Project
  • Technical & Functional training/guidance to the team to resolve operational issues
  • Having a complete knowledge of Telecom IT Production support both in Postpaid and Prepaid segments
  • Introducing automated processes to improve operational efficiency
  • Analyze the Manpower requirement and perform the selection process
107

Portfolio Manager Resume Examples & Samples

  • Utilize discretion in contributing to the management of $2.3 bio of local currency denominated assets, helping to set investment strategies and support trade execution. In addition, oversee the management of Emerging Markets Local currency and interest rate investments on $ 20 billion of Benchmarked and Total Return strategies
  • Responsible for the Day-to-Day Management of HSBC’s Emerging Markets local portfolios. Independently develop and execute investment decisions on currency exposure, duration weighted exposures, curve positioning, issuer concentration; as well as, on trading responsibilities in fund valuation, portfolio analytics and management
  • Manage key client relationships and provide instructions related to calculating risks and market positioning
  • Evaluate complex business needs and/or compressed project deliverable dates, as well as manage resources with competing business priorities
  • Develop and Implement Key Policies, strategies and Procedures for HSBC’s Emerging Markets Needs
  • Identify investment opportunities in the local currency denominated cash, swap and volatility curves, as well as across currencies within Emerging Markets, including local bonds, interest rate swaps and options executions
  • Understanding of complex financial products
108

Portfolio Manager Resume Examples & Samples

  • Embedded member of the functional IT Head’s team, integral to the development and maintenance of the functional and enterprise IT Roadmaps and Portfolios
  • Maintains the portfolio view of projects which will support the functional area strategy and objectives. Responsible for making portfolio (ROI based prioritisation, composition), scheduling and risk recommendations to Head of functional IT area and Head of PMO. (Goal is to optimise the structure the functional project portfolio in a manner enables the functional and IT leadership to make the best investment decisions based on value, priority, and constraints (resource, technology, etc.)
  • Note: this is not a project delivery role, but does provide portfolio progress oversight
  • 20% Manages monthly, quarterly and annual portfolio prioritisation process for the aligned functional area. Manages / leads financial investment modelling for functional portfolio (priority, affordability). Manages functional area project inventory as component of enterprise IT inventory
  • 15% Liaises and collaborates closely with other Portfolio managers to develop integrated enterprise IT Portfolio, Roadmap and attendant costs and risks
  • 15% Provide effective decision support : analyses and provides counsel to the functional IT area and Head of PMO on portfolio / program / project interdependencies, resource constraints, portfolio level risks which may impact / influence scheduling of projects within the portfolio and within the enterprise IT functional portfolio
  • 15% Leads KPI development for each Business Case and post project works with the Sponsor and Project Office (Benefits Tracking) to ensure Benefits Realisation
  • 10% Provides financial and non-financial insights to the relevant governance (functional and enterprise IT) bodies to inform, and drive decisions, e.g. Portfolio Steering Committee reporting and analysis requirements
  • 5% Monitors, analyses and pro-actively manages portfolio trends, e.g. projects (not) delivered on time, on budget, on scope, to required quality standards
  • 15% Facilitates / leads the development of Business Cases aligned to the functional area Roadmap: liaises with Business and IT Sponsors to lead the creation, review and ultimately presentation of Business Cases to the functional and IT governance forums, ensuring that the appropriate contributors and reviewers are engaged
  • 5% Leads the evaluation and assessment of unplanned functional projects, leading the Project Sponsor through the exception (unplanned project) process
109

Portfolio Manager Resume Examples & Samples

  • The successful structured Credit Manager will work closely with the CEO and COO to assist in transaction structuring and execution of a pipeline of large mandates that will allow the company's treasury to fund pools of trade receivables
  • The role requires taking responsibility for the creating of a structured solution and its execution which will involve the securitisation of trade receivables
  • Post launch it will require the ongoing management of the portfolio, assessing credit risk, portfolio compliance, reporting and collections management
  • The Structured Credit Manager will need to be highly knowledgeable regards structured pooling of collateral, and ideally have experience in the trade receivables arena, and be acutely aware of legal and tax considerations for packaging collateral into special purpose vehicles
  • This boutique firm provides significant deal infrastructure including bespoke IT and servicing processes as well as access to legal, accounting, transaction counterparties and banks. The Structured Credit Manager will need to co-ordinate between the various internal and external deal parties to design and execute a structure that optimally accommodates their interests. In addition, he or she will need to be able to clearly explain the transaction mechanics to trade suppliers, corporate debtors, joint venture partners and team members
  • Formulate and implement an optimal securitisation structure for trade receivables funding, working with lawyers, accountants and clients
  • Execute ongoing purchases of trade receivables in line with eligibility criteria and credit analysis
  • Ensure cash settlements and post trade documentation are accurate and timely
  • Obtaining necessary data, and setting and managing timeline for all deal parties
  • Constantly liaising with the firms technology and processing team to forge deal structure in tandem with infrastructure
  • Accompany the CEO/COO with regards to originating, managing and executing trade receivable transactions
  • Devise ongoing monitoring systems and undertake transaction reporting
  • Implement credit monitoring and legal and process infrastructure for issue resolution
  • Create and deliver presentations, pitching to chief executives of large corporates, trade suppliers and partner banks
110

Portfolio Manager Resume Examples & Samples

  • 5 - 7 years of institutional investing experience
  • Strong client service and communication skills especially as they pertain to communicating complex concepts both orally and in writing to individuals with various degrees of investment experience
  • In-depth knowledge of typical fund structures and reporting for large institutional funds
  • Demonstrated understanding of implementation nuances that often make or break investment strategies
  • Comfort working with a wide variety of derivative instruments, in multiple currencies, and long or short positions
  • Detail oriented and very organized
  • Asset management background in a trading or portfolio management role
111

Portfolio Manager Resume Examples & Samples

  • Monthly portfolio reporting - liaising with deal executives and portfolio companies
  • Quarterly valuations - preparation and presentation of investment valuations to the Valuation Committee
  • Portfolio Committee meetings - assist deal executives in preparation of presentations. Liaising with deal team and portfolio companies, preparing analysis and forecasts
  • Quarterly debt profile - collecting information from portfolio companies and reporting on debt positions
  • Outturn model - sourcing forecasts for portfolio companies from deal executives, modelling of fund outcome scenarios and present same to senior Board members
  • Case studies - preparation and updating of pen portraits for portfolio companies as required by Investor Relations team ("IR" team)
  • Board papers - preparation of monthly summary of financial KPIs for Portfolio Director to present to the Board
  • Entry and exit stats - liaison with deal executives to calculation of key stats for portfolio companies
  • Portfolio management system maintenance; processing and review of monthly and standing data, budgets and Investment Case
112

Portfolio Manager Resume Examples & Samples

  • A minimum of 3-5 years of experience in the financial services industry
  • Knowledge of fiduciary and financial products and services
  • Strong communications skills, personal drive and initiative, and a high degree of professionalism
  • Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP , CFA, CIMA, CAIA and/or MBA
113

Portfolio Manager Resume Examples & Samples

  • Experience with optimization processes and tax-loss harvesting
  • Experience with trading, accounting and reporting systems
  • Knowledge of multi-factor risk models
  • Ability to work with a large number of accounts with attention to detail
  • A minimum of 3-5 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients
  • A minimum of 3-5 years of portfolio management/trading/quantitative experience
  • Undergraduate degree in Finance, Accounting, Economics or equivalent as well as appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred
114

Portfolio Manager Resume Examples & Samples

  • Pricing new relationship lending applications
  • Recommending hedge plans to manage concentration risks
  • Researching individual companies and industries alike
  • Performing stress scenario analysis on all new proposed CLO transactions undertaken for hedging purposes as well as the on-going testing of existing deals
  • Providing regulatory liaison from time to time
115

Portfolio Manager Resume Examples & Samples

  • Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications
  • Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets
  • Strong Microsoft Office Software skills (i.e. Outlook, Word, Excel & Access)
116

Portfolio Manager Resume Examples & Samples

  • Acting as a point of contact within the RTB Challenge team, for a portfolio of projects aligned with one or more CIOs
  • Providing visibility and assistance to project managers in order to track delivery, identify and mitigate risks, issues & dependencies
  • Validating business benefit cases and cost models for the projects in order to release funding
  • Managing the change control process, for any significant changes to any of the projects in the portfolio
  • Liaising with Project Managers and central COO functions to ensure projects meet Deutsche Bank Clarity and financial system criteria
  • Validating claimed benefits in Deutsche Bank Clarity with actual eFeat, in liaison with the Financial team
  • Producing reports on the project portfolio for review, with the CTO Executive Committee and other Stakeholders
  • Identifying further opportunities for efficiencies, by maintaining a broad overview of the entire portfolio
117

Portfolio Manager Resume Examples & Samples

  • Tracking projects to ensure any changes have been approved, via the change control process
  • Acting as the Clarity system key point of contact, to assist Project and Portfolio managers with reaching full compliance on Deutsche Bank Clarity and eFeat data to allow for accurate tracking of projects and validation of saves
  • Assisting with the production of reports on the project portfolio, for review with the CTO Executive Committee and other Stakeholders
  • Representing the team at the Programme Governance Forum (PGF), to ensure compliance with the Bank’s programme governance framework for the programme of work
  • Ensuring the timely completion of programme and project status updates in Clarity, including raising and tracking risks, issues, milestones and deliverables
  • Setting up new projects and programmes with benefits and financial plans
  • Assigning resources and expenses against projects
  • Working with project teams to provide monthly forecasting in Clarity
118

Portfolio Manager Resume Examples & Samples

  • Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request
  • Continuously monitor covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions
  • Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times
  • Demonstrates excellent communication skills (verbal & written)
  • Demonstrates expert level of understanding of credit underwriting of all major investment CRE property types
  • Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
  • Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
119

Portfolio Manager Resume Examples & Samples

  • Supports weekly project intake through the governance process
  • Manages portfolio level artifacts, decisions, communications, metrics, and reporting
  • Create a collaborative partnership among executive leaders and portfolio stakeholders and enables resource demand planning, change management, and project pipeline planning, collision, and portfolio decisions
  • Create, manage and disburse reports related to the portfolio, as well as, independent projects that make up the portfolio
  • Support the creation of project management best practices, tools, and ways to drive efficiency
  • Provides oversight of WD Collision Calendar; management of evolving the tool forward
  • Leads and supports the transition of the end-to-end project lifecycle over to a Demand Management model
  • Plans and Executes small projects for Division and Regions staying compliant to PSI methodology
  • Implement new project management tool solutions
  • Provides research and assistance to leadership in the development and design of new projects and tools
  • Uses formal processes and tools to manage resources, budgets, risks, and changes
  • Manages project status and information in the form of formal briefings, project update meetings, and written, electronic, and graphic reports
  • Develops, maintains, and manages detailed project plans, action item registers, and major milestone timelines for all assigned projects. Provides overall prioritization
  • Coordinates with other work streams, projects, and initiatives which may impact successful completion of projects
  • Acts as a single point of contact for project status. Maintains communication with stakeholders
  • Facilitates project meetings
  • Addresses problems through risk management and contingency planning and presents solutions and/or options to executive management. Ensures effective implementation of solutions/changes
120

Portfolio Manager Resume Examples & Samples

  • Coverage of the relevant companies
  • Identification of fundamental shifts and investor psychology in the relevant sector
  • Evaluation, identification and implementation of investment ideas; and
  • Monitoring the portfolio’s risk
  • Partnering with specialists outside the equity environment, including: risk arbitrage, convertible securities, risk management and quantitative trading, to provide expertise to the firm as a whole
  • Developing and enhancing relationships with the sell-side, buyside community, company management teams and the internal team
  • Hedge Fund industry experience
  • Good knowledge of derivatives
  • Excellent written and oral communications skills
121

Portfolio Manager Resume Examples & Samples

  • To participate in and contribute to the investment team's investment strategy and portfolio management activities
  • To manage multiple fixed income portfolios with varying degrees of risk/return objectives. Portfolios are mainly Asia centric, but knowledge of global markets would be beneficial
  • Represent the investment team in conducting presentations to private and institutional clients as well as internal RMs
  • Liaise across stakeholders such as RM, Portfolio Solutions, Investment Consultants to contribute to the successful marketing as well as servicing of MACS products
  • To handle client requests and follow-ups - within and across regions, while contributing to market positioning of multi-asset strategies to internal and external clients
122

Portfolio Manager Resume Examples & Samples

  • Partner with TM Business Development Officers (BDO) to effectively administer the management of assigned TM banking relationships at on-boarding and upon assignment to portfolio
  • Design and execute a portfolio action plan that includes conducting in-person visits with clients or phone-based meetings and interactions to recommend best practices, as well as review the efficiency of the TM products being utilized to support the client's business goals and objectives
  • Manage client contract. Own the rebid and negotiation situations within assigned portfolio. Identify and mitigate at-risk clients
  • Monitor pricing and relationship profitability
  • Provide recurring customer service to existing and prospective clients, which includes direct contact with clients either through participation in joint sales calls with TM BDOs or direct correspondence and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times
  • Serve as an escalation point to ensure client satisfaction with Treasury Management, but also serves as an organizational liaison for other client needs by connecting any appropriate bank resource(s)
  • Demonstrates ability to serve as advisor to clients, influence buying decisions and foster loyalty to UMB
  • Demonstrates knowledge and understanding in how to identify and process at risk clients, approval process, change terms, etc
  • Demonstrates proficient level of understanding of TM products and services
  • Demonstrates knowledge of bank products, services, and bank operations
  • Demonstrates ability to be self-starter and show initiative
123

Portfolio Manager Resume Examples & Samples

  • Conducting credit Analysis on Emerging Markets investment grade (IG) as well as high yield companies
  • Making investment recommendations to the global Fixed Income Platform, based on fundamental and relative value basis
  • Contributing investment ideas, for example sector and issuer ideas, top down macro views, Investment Grade and High Yield, duration and yield curve etc
  • Fulfilling client-specific investment targets within the legal guidelines, contributing in the management of portfolios to existing policies and processes, focussing on portfolio construction and implementation
  • Conducting Emerging Markets Credit product development
  • Informing internal as well as external clients about the portfolios, markets and Emerging Markets credit
  • Generating portfolio reports and providing oversight, including performance and attribution, downgrades/upgrades, watch list and portfolio impacts
  • Conducting client meetings, with regular In house consulting , ad hoc calls and special projects
  • Acting as a consultant and conducting new business meetings
  • A Bachelors degree in finance, economics, mathematics, engineering, technology, business, or the equivalent qualifications or experience
  • Very good knowledge of capital markets, especially Emerging Markets Credit
  • Significant experience in and the fundamental credit analysis of Emerging Markets corporate, including portfolio management responsibilities
  • An excellent knowledge of various financial instruments in theory and practice, Emerging Markets companies and hands on knowledge of Emerging Markets countries are preferred as well
  • Good communication and team working skills
  • A good knowledge of Information Technology (IT) systems
  • An ambitious, pro-active, inquisitive, team player (willingness to help) and self motivator
  • A keen problem solver who is technically minded and comfortable working in a structured environment
  • Able to identify and highlight inefficiencies, and willing to provide constructive solutions to improve processes and productivity as well as challenge the status quo
  • Willing to further develop your skills
  • A strong background in credit research and portfolio management of Emerging Markets credit
  • An Emerging Markets credit background, credit research, institutional and/or retail fund management
  • Experience within a large global organisation
  • Knowledge of techniques and tools used in fixed income portfolio management, including risk analysis, risk budgeting and performance attribution and hedging
  • Experience in the use of third party systems such as Bloomberg and Aladdin
  • The ability to act as an ambassador for the Team and the Organisation
124

Portfolio Manager Resume Examples & Samples

  • Support the portfolio managers in monitoring existing holdings and analysing investment opportunities
  • Prepare reports on portfolio performance and limit monitoring and assist in the presentation of results to senior management
  • Assist with analysis of specific securities, including cashflow analysis and collateral monitoring of key performance indicators
  • Assist in the monitoring and analysis of macro and micro economic performance
  • Support the portfolio managers in their interaction with other Citi departments including risk, operations and technology
  • Assist in systems developments projects
  • Help develop and refine existing policies and procedures
  • Assist in the analytics and management of the funding and market risk hedging of the portfolio
  • Experience in fixed income markets and knowledge of structured finance and derivative products is highly valued
  • Some experience in a quantitative role in financial services with knowledge of investment / credit analysis
  • Exposure to Treasury instruments and functions would be helpful
  • Demonstrable team working experience and communication skills
  • Strong quantitative and analytical problem solving skills
  • Ability to work well in a small team environment
  • Good working knowledge of Microsoft Office suite
  • Solid financial modelling skills would be extremely beneficial
  • Good organisational skills, with an ability to work under pressure and prioritise tasks within tight deadlines
  • CFA qualification, or willingness to undertake it, is an advantage
125

Portfolio Manager Resume Examples & Samples

  • Assist New Business Team in securing new clients
  • Act as liaison and manage client relationships through negotiation of contracts, servicing agreements, and subservicing transactions
  • Supervise the daily functions performed by Account Managers
  • Plan and organize the workflow to achieve maximum productivity while maintaining fiduciary responsibility of contractual obligations
  • Facilitate with vice president the securitization and conversion process with internal and external clients, legal staff, auditors and investors
  • Actively participate in New Loan Closing Meetings with the Originations/Underwriting Teams
  • Assist vice president of servicing in establishing departmental goals to meet company objectives
  • Continuously evaluate department progress in the attainment of the goals
  • Prepare monthly progress and status reports
  • Collaborate with the vice president of servicing in determining staffing needs
  • Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases
  • Review and Approve complex cash management agreements, escrow holdbacks, capital reserve disbursements, and construction draws
  • Authorize disbursements from the cash management and investor reporting accounts
  • Train staff members to ensure all procedures are implemented and followed appropriately
  • Work with IT to establish technological efficiencies regarding workflow
  • Act as a delegate of authority for the vice president of servicing
  • Assist and coordinate all servicing transfers in and out of KeyBank, insuring all information necessary to continue servicing is received or sent in a timely and accurate manner
  • Evaluate and assign risk ratings to KeyBank assets through the AQR process
  • Contribute to and participate in all planning sessions and workout strategies with ARG
  • Four-year college degree and/or ten years commercial real estate servicing experience
  • A minimum five years of supervisory experience in commercial real estate servicing
  • Excellent verbal and written communication skills, as well as a high degree of analytical skills
  • Experienced in preparing departmental annual budgets
  • Experienced in drafting departmental policy and procedure manuals
  • Overall knowledge of commercial underwriting
  • Overall knowledge of property financial statement analysis
  • Background in real estate law, accounting/auditing, or commercial loan underwriting
  • Experience with McCracken/Strategy loan servicing system
  • Efficient in the use of word processing, spreadsheet, and email software, such as Microsoft Word, Excel and Outlook
126

Portfolio Manager Resume Examples & Samples

  • Overall responsibility for the Group's fixed income funds' investments and performance
  • Responsible for duration, yield curve positioning and sector strategy for the fixed income funds
  • Evaluating the potential risk/return of different investment opportunities across the fixed income asset classes and finding the best way to implement them in a portfolio context
  • Keeps abreast of the latest investment issues and trends
  • Reports to the management and IC on the investment strategy and the performance of the fixed income funds
  • Presents, or assists in the presentation process, of fixed income market outlook
  • Ensure compliance to set investment guidelines for the internally managed funds and monitor the performance and compliance of third party providers, if any
  • Assists in the monthly and quarterly market review and write-ups as required
  • Responsible for researching the companies in the sectors assigned
  • Develop capabilities and tools for customized investment strategies and recommendations to the IC
  • Coordinates with the Portfolio Administration to complete corporate actions and ensure trade settlements
  • Verify portfolio summary statistics and pricing of securities
127

Portfolio Manager Resume Examples & Samples

  • Determines the appropriate investment objective of assigned Commerce Trust Company (CTC) client investment portfolios, working with the client and Private Client Advisor as appropriate. Determines the appropriate asset allocation mix, utilizing Commerce Trust Company investment guidance allocating amongst equity, fixed income, and alternative investment classes
  • Meets with assigned CTC clients on a regular basis, providing portfolio and investment reporting, and making investment recommendations as appropriate. Provides information to clients regarding general market and economic conditions, consistent with the CTC investment and economic market outlook
  • Regularly reviews existing client portfolios to ensure that investment objectives are achieved, and that portfolios are in compliance with investment objectives and CTC investment guidance recommendations. Provides timely implementation of CTC security-specific recommendations in assigned client portfolios
  • Keeps informed on a timely basis of investment industry developments, disseminating information as appropriate. Participates in local CFA Society or Financial Planning Society continuing education programs as appropriate
  • Pro-actively discusses investment and/or client relationship challenges and concerns with supervisor in order to promote timely resolution of outstanding issues
  • Maintains a constructive, pro-active working relationship with Private Client Advisors, Private Bankers, Financial Advisory Services, and other colleagues to facilitate a team, advice-based approach to timely client service
  • Participates in new business development activities as assigned. Seeks new business referral opportunities to expand current book of business
128

Portfolio Manager Resume Examples & Samples

  • Responsible for the management of assigned commercial real estate loans. Such management may include negotiation of renewals, modifications, restructures and workouts; as well as compilation of financial documentation and credit analysis and underwriting
  • Oversees the collection of the required financial information from the borrowers/guarantors in a timely manner
  • Ensures that the financial information is analyzed utilizing the Bank’s methodology
  • Ensures payments, property taxes and insurance on the collateral are kept current. On adversely risk rated loans, works with the borrower to develop an action plan to get the loan back to a pass credit status
  • 4-5 years of relevant commercial real estate portfolio management experience
  • Strong portfolio management abilities, analytical and problem solving skills, and credit and credit quality skills
  • Strong knowledge of commercial lending products and services
  • Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience
  • Strong knowledge of commercial lending policies, procedures, practices and documentation
  • Strong ability to work effectively with individuals and groups across the company to manage customer relationships
129

Portfolio Manager Resume Examples & Samples

  • Support the Large Corporate strategy in country
  • Support understanding and delivery of Commercial Banking (CMB) and Large Corporate Banking priorities
  • Work effectively in partnership with other CMB teams and product providers
  • Support senior managers by cross-pollinating sales best practices across and between regions, along with leading/participating in local/regional/global initiatives that result in higher returns
  • Support change for strategic business sales / opportunities that significantly improve business performance
  • Minimum of 8 years’ experience ideally in the Large Corporate environment
130

Portfolio Manager Resume Examples & Samples

  • 2-5 years relevant commercial real estate experience
  • Understand macro and micro economic issues as they apply to business
  • Superior credit, risk management and negotiation skills
  • Superior knowledge of non-borrowing products
  • Excellent analytical and financial analysis skills
131

Portfolio Manager Resume Examples & Samples

  • The successful candidate will join a team of Transition Managers and will help clients reorganize their portfolios at the lowest cost and risk profile. In particular this involves
  • Identifying, understanding and mitigating all forms of cost and risk that occur during the period of change
  • Creating tailored analyses
  • Developing a detailed understanding of exposure, execution, process and operational management
  • Defining optimal execution strategies
  • Communicating transition plans to the Client both verbally and through the creation of custom pre- and post-trade reports
  • Bachelor’s Degree or higher level education
  • Understanding of capital markets and financial instruments
  • Experience of portfolio management either directly or in supporting investment teams, with particular experience in fixed income portfolio management and/or trading preferred
  • Proficiency in excel (VBA a plus)
  • Team player, high energy, curious, and attention to details are essential to succeed
  • Reliable and trusted team player with strong integrity and ethics
  • Previous experience from transition management an advantage
132

Portfolio Manager Resume Examples & Samples

  • Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire an impact investment program
  • Support PC teams in effectively communicating to prospects the evolution of Impact Investing and the philosophy of S2I
  • Support the customization of investment policy statements and meet with clients to review social and financial investment performance
  • Ensure effective operations of all aspects involved with managing S2I portfolios, executing trades, maintaining investment action plans, conducting Reg. 9 investment reviews, and documenting account activities and client interaction
  • Supervise, mentor, and coach the S2I team
  • Provide support and thought leadership through research, writing and speaking at client and industry events. Collaborate with colleagues in the development and marketing of Impact Investing products and services in concert with the GWIM Impact Investing Initiative
  • Significant work experience integrating ESG factors and social impact into investment decision making in one or more asset classes
  • Experience in quantitative and qualitative investment analysis, and familiarity with ESG issues, related best practices, industry standards and emerging initiatives
  • Ability to collaborate – team player; adaptable in a fast moving cross channel environment
  • Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred
133

Portfolio Manager Resume Examples & Samples

  • Query Handlings- end users/FPR queries related to Auto Lease program/product/process
  • Drive volume growth among existing clients through events/helpdesks/interactive sessions/etc
  • Overall monitoring of end to end process- Order generation to delivery
  • Supporting Channel team for smooth service delivery
  • Escalation Management & Reporting
  • Client’s renewal tracking and to drive service continuity at all times
  • Maintain operating rigor and to escalate to SMT/Manager as appropriate, issues or concerns that might have a material impact on business relationship with clients
  • Delinquency and collateral management
  • Bachelor / Master degree with minimum of 2 years of relevant experience
134

Portfolio Manager Resume Examples & Samples

  • To proactively manage a portfolio of customers across a number of sectors, providing the highest standards in customer relationship
  • To develop positive and professional working relationships with key internal and external teams
  • Provide support to the wider team as required
  • Evidence of building and maintaining relationships with clients in a challenging and fast paced environment
  • An ability to work on own initiative and interact as part of a highly motivated team
  • QFA Qualified or APA Qualified in
135

Portfolio Manager Resume Examples & Samples

  • Establishes and manages financial budgets for projects (e.g., cost/invoice tracking) with timely communication of variances
  • Monitors and reports related program and project status and financials
  • Facilitates necessary interactions and communications with all project stakeholders and team members in managing efficient project execution
  • Coordinates IT support resources across multiple divisions, and departments, local and remote locations to drive effective collaboration
  • Bachelors degree in business, computer science or related field
  • Minimum of 6 years of related experience in project and/or technology management positions
  • Knowledge of IT processes, general controls and project management and system development life cycles
  • Project Management Professional (PMP) Certification or its equivalent preferred
  • Knowledge of the real estate services industry a plus
  • Demonstrated success in delivering projects on time, on budget while meeting or exceeding client expectations
  • Strong management and communication skills (verbal and written)
  • Strong interpersonal skills and ability to work cross-functionally
136

Portfolio Manager Resume Examples & Samples

  • Experience of program and/or project delivery and project lifecycle
  • Experience of implementing change and process alignment
  • Has a breadth and depth of understanding of business and IT strategy including but not limited to business transformation
  • Financial acumen - forecasting spend & resource changes and leading through those changes
  • Experience of working & coordinating with global teams across many time zones
  • Experience working with distributed teams
  • Previous demonstrable experience of working on customer-facing projects
  • Experience of working in IT/Business/Publishing
  • PMO experience supporting large global programs
  • Project management experience in managing small to medium-sized cross-functional teams
  • Experience of implementing business solutions (enabled by technology)
  • Proven track record of influencing senior level management and stakeholders
  • Maintaining business buy-in and adoption to the solution throughout the delivery lifecycle
137

Portfolio Manager Resume Examples & Samples

  • Bachelor’s degree AND
  • Five (5) years of progressive product portfolio management experience; to include balancing a variety of products OR
  • Experience managing a P&L
  • Financial analysis and metrics skills around portfolio management
  • Strong team player, ability to work within and lead cross-functional teams
  • Ability to negotiate and resolve complex and sensitive issues with diplomacy and persuasiveness
  • Ability to manage processes and clearly articulate complex information to achieve common goals
  • Proficient in Outlook, Word, Excel, PowerPoint, and Web
  • Online education industry experience
  • Certified in Pragmatic Marketing
  • Experience with Agile methodologies
138

Portfolio Manager Resume Examples & Samples

  • Minimum 10 years investment industry experience
  • Minimum 5 years portfolio management experience
  • Proven experience in business development specific to networking, relationship building and client acquisition
  • Proven track record of building wealth management relationships with clients
  • Financial planning experience is an asset
  • Reputation for integrity, values and fair dealing
  • Demonstrated passion for client service
  • Superior presentation, communications, and interpersonal skills
  • Good understanding of capital markets, risk and wealth management products
  • Strong self-starter that can contribute and collaborate with the team
  • Commitment to continuous learning and development in wealth management strategies and industry knowledge
  • Develop a business plan to support annual goals and objectives. Actively use the plan to monitor success and identify challenges seeking support and guidance from wealth management leadership on specific strategies and activities
  • Achieve individual business development and net new targets via client referrals, CWB Group referrals, COI’s, networking and other prospecting
  • Work with the team to develop marketing initiatives to achieve business development and net new asset targets for the firm, including metrics to track effectiveness
  • Actively participate in wealth management strategy and development sessions
  • Develop proficiency with and consistent use of software solutions used to support CWBWM (i.e. Global Wealth Platform (SS&C), INFOR customer relationship management software)
  • Build and maintain relationships with discretionary investment clients and small institutional clients; provide a high level of client service
  • Partner with our in-house financial planners, outside experts (legal, accounting, tax) and the clients’ advisors to identify the best wealth management strategy to meet clients’ needs
  • Construct and when necessary adjust client investment solutions to align with their objectives and risk tolerance
  • Provide ongoing, regular, and clear advice and communication on client solutions as well as the firm’s investment strategies and outlook
  • Proactively build solid working relationships with the Wealth Management Specialists and, in conjunction with them, develop strong relationships with the Branch network
  • Work closely with our wealth management partner companies; develop intimate knowledge of their investment strategies and product solutions
  • Implement programs and procedures to ensure administration is functioning effectively and complies with applicable policies and regulatory requirements in all areas
  • Utilize customer relationship tools for client retention and relationship building
  • Maintain accurate records of business development opportunities and closed business
139

Portfolio Manager Resume Examples & Samples

  • Manage the quarterly COO Progress submission
  • Oversee the monthly production cycle of the COO Top Initiatives Report
  • Ensure reporting alignment (i.e. COO Top Initiatives Report with the Top Risk Report and Balance Scorecard for eg)
  • Drive team input into the various Change Management Forums
  • Centrally coordinate enquiries into the Change-the-Bank (CtB) portfolio or processes (including Group Audit), including syndication of central responses
  • Perform analyses of the Change-the-Bank Portfolio where required to enable senior management decision making around prioritisation, budgeting and strategic realignment of the portfolio
  • Drive enhancements to the annual Change-the-Bank planning process and the COO Top Initiatives Report
  • Provide bandwidth where required to the Head of Change Portfolio Oversight
  • Good problem solving ability, conceptually strong and pragmatic in execution
  • Ability to create materials that convey complex concepts in manner that is suitable for senior audiences
  • Able to develop high quality relationships with stakeholders at all levels
  • Understanding of the structure & processes at Deutsche Bank
  • Knowledge of project and project portfolio management concepts and processes
  • Knowledge of business management processes and project accounting concepts
  • Experience with the annual CtB planning process within COO
  • Experience working on multi-year strategic transformational programmes
  • Clear ability to work in a team, motivate and develop colleagues and excellent conflict management skills
140

Portfolio Manager Resume Examples & Samples

  • Prior management experience, proven analytical and credit skills
  • Minimum 10-15 years financial industry experience
  • Ability to train, manage, coach and lead
  • Business/finance degree in related area
  • Superior communications and multi -asking skills
  • Factoring/Asset Base Lending experience preferred
141

Portfolio Manager Resume Examples & Samples

  • Maintain positive relationships with manufactures, vendors, distributors, dealers, and end users through regular interaction and sign visits
  • Management of past due accounts which require assistance from the field for resolution. These activities will be coordinated with the Collection department
  • Protect company assets through prompt actions regarding retail and wholesale collection
  • Coordinate and/or conduct repossessions with applicable policies, procedures and regulations
  • Sell Company inventory at present let-go process in or to mitigate loss
  • Conduct public auctions
  • Work with dealers to develop repayment terms on recourse obligations
  • Weekly travel is required, candidates must have approved driving record
142

Portfolio Manager Resume Examples & Samples

  • Drive new merchant sales and revenue for Elavon through third party sales clients
  • Train clients on Elavon’s processes, procedures, products and services over the phone, through web based trainings and through client visits
  • Review compensation reporting with clients
  • Provide sales expansion and marketing assistance
  • Expansive knowledge of the payment processing industry, from the basics of credit card transactions to complexities of statement analysis and pricing models/proposals
  • Experience in increasing sales
  • Comfortable in speaking to all levels of a sales organization
  • Drive continuous improvement within the organization
  • Have a strong mastery of Microsoft Excel including creating formulas, analyzing data, data pivot tables and V-lookups. Strong presentation skills and a mastery of Microsoft PowerPoint. (Required for 1 of the 2 roles)
  • Five to eight years of sales experience in the financial services industry
  • Strong understanding of all products and services applicable to target client segment
143

Portfolio Manager Resume Examples & Samples

  • Manage a portfolio of individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk
  • Keeps informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions
  • 10 or more years of investment experience
  • CFA or CFP certification or currently pursuing a CFA or CFP certification
  • Strong knowledge of finance, economics and general business
  • Excellent interpersonal and verbal and written communication skills
144

Portfolio Manager Resume Examples & Samples

  • Ensuring the Portfolio governance flow is working smoothly and facilitating improvements in processes and delivering value
  • Balancing demand with capacity and challenging the system when over-loading or over-buffering occurs
  • Answering where things are in terms of planning and progress to the executive team, strategic stakeholders, and others
  • Coaching the Portfolio and Program Team members in Lean concepts
  • Coaching Program Teams in delivery effectiveness from ensuring team scrum ceremonies are effective to coaching individuals and teams in soft-skills that help them operate more effectively
  • 6+ years of experience in a Portfolio, Program or Project Manager role
  • Strong leadership and mentorship skills
  • Relationship building and influencing ability
  • SAFe certification(s) and/or Six Sigma certification(s) are preferred but not required
145

Portfolio Manager Resume Examples & Samples

  • Shapes/leads organizational efforts translating strategy into results by converting business needs into tangible delivery work
  • Defines, develops and manages the overall project schedule to ensure work is assigned and completed on time and within budget
  • Guides teams through project structuring, problem definition, issues identification and resolution development using problem solving principles and past experience
  • Identifies, prioritizes and quantifies project opportunities based on assessment activities and an understanding of high level vision, performance gaps, and needs relative to business drivers within the banking industry
  • Effectively identifies, engages and leads multi-disciplinary teams to plan and deliver the business outcomes of the projects assigned
  • Assesses and manages risk throughout the project lifecycle and works with key stakeholders to deliver risk mitigation plans as needed
  • Proactively identifies and shapes opportunities to provide or create additional business value
  • Maintains responsibility and accountability for quality and accuracy of all deliverables associated with the projects assigned
  • Successfully executes departmental projects and tasks as assigned
  • Mentors other associates in developing/honing business knowledge, analytical skills, and project management skills
  • Encourage the development of Agile teams and the value delivered through proper flow, prioritization and alignment
  • Work directly with associates at all levels to develop and evaluate potential initiatives and ensure they go through proper channels for review and approval
  • Serve as a guide for eBusiness management and associates in the process of work evaluation, business case development, prioritization and delivery
  • Provide oversight of eBusiness processes and methodologies to ensure all teams are executing the overall strategy effectively
  • Prioritize matrix (program backlog) and facilitate Leadership prioritization and work selection meetings
  • Work with the delivery teams and Application Development to track all programs of work within the digital space and monitor any enterprise initiatives impacting the digital space
146

Portfolio Manager Resume Examples & Samples

  • Provide full operational support to the team or function, as required, anticipating workload and supporting with appropriate materials
  • Manage operational tasks as required
  • Perform adhoc duties by the team or business as required
  • Minimum of 5 years’ experience in a Portfolio Management role
147

Portfolio Manager Resume Examples & Samples

  • Support the development of a comprehensive Portfolio that supports the long term J&J GS strategy and business goals
  • Manage a portfolio of PMO/ transitions projects for Global Services. Govern the lifecycle of the Portfolio from assessment to project completion
  • Partner with J&J GS service delivery teams in Tampa to plan and execute transition/PMO activities internal to J&J GS (e.g. moving work from high cost to low cost regions)
  • Partner with J&J GS customers to plan and manage transition/PMO activities external to J&J GS for Tampa (e.g. moving new services into J&J GS)
  • Maintain transparent communication channel with the J&J GS leaders by summarizing and reporting on transition/PMO updates and issues. Partner with J&J GS service delivery teams in Tampa to plan and execute transition activities internal to J&J G Develop & implement PMO transition tools & process across the global GS PMO. (ie; Portfolio, Demand Management, FPx etc.)
  • Possess a knowledge of various project management/continuous improvement methodologies ( i.e.; Agile, Lean, Six Sigma etc.)S (e.g. moving work from high cost to low cost regions)
  • A minimum of 5 years progressive Portfolio/Project Management experience preferably in a shared services organization (preferably HR, Finance, Procurement, Real Estate/Facilities, or IT) is required
  • Effective and strong partnership and relationship building skills with key stakeholders is required
  • Ability to reinforce a culture focused on continuous improvement while building employee-centric repeatable and sustainable processes is required
  • Track record to drive business results – identifies and capitalizes on opportunities, identifies risks/issues, assesses implications, formulates recommendations, and drives sound decisions that deliver results are required
  • Analytical and strategic thinker is required
  • Uncompromising commitment to client and customer satisfaction is required
  • Ability to work effectively in a fast-paced environment, handle multiple projects, and daily planned and unplanned operational activities is required
  • Excellent written and verbal communication abilities; formal presentation and facilitation skills
  • Can be trusted to maintain confidential information is required
  • Strong presentation skills; can speak across various forums and communicate to broad, diverse audience is required.Process Excellence
148

Portfolio Manager Resume Examples & Samples

  • Track record of managing multiple projects and/or businesses while consistently meeting and/or exceeding sales objectives
  • Ability to work in consultative manner with customers and in collaboration with other team members to ensure successful new business conversions and development at customer sites while supporting the goals of the business
  • Demonstrated ability to manage pricing contracts and renewals
  • Physical Requirements: Ability to lift up to 50 lbs and may be required to load and unload equipment into and out of vehicle
  • Ability to travel at least 50% of the time
  • Must have valid driver’s License
  • Advanced consultative sales skills including excellent interpersonal relationship skills
  • Ability to relate to various levels of management and staff in the hospital and clinic environment
  • Demonstrated negotiating skills with ability to initiate, execute and close associated contractual processes
  • Demonstrated forecasting skills
  • Bachelor’s degree required with minimum of three years of sales experience in a medical field
  • The ideal candidate will reside in Las Vegas, Salt Lake City, or Boise
149

Portfolio Manager Resume Examples & Samples

  • Build strong relationships with executive-level members and their teams through the demonstration of in-depth institutional knowledge, understanding of specific member needs/priorities, and high-level application of research solutions,
  • Ensure members understand and are utilizing the benefits of CEB's products and services by evaluating a member’s business needs and articulating our business model and value proposition,
  • Create and execute customized account plans outlining service delivery for each institution,
  • Collaborate with service managers to ensure practice-wide outreach initiatives resonate with the both the membership and individual members,
  • Partner with service managers and executive advisors to ensure effective usage of advisory services,
  • Identify the largest risk segments and units in the membership; devise resolution strategy, and
  • Negotiate and close renewal contracts with the main point of contact at member institutions
  • Desire to succeed in a quota driven sales environment for a high-growth, global company,
  • Demonstrated history of meeting personal and team monthly, quarterly, and annual financial goals,
  • Excellent presentation, writing, and negotiation skills, ability to create and deliver convincing arguments,
  • Superior interpersonal skills, able to build rapport and credibility quickly with an executive-level audience and internal partners, demonstrated success at working well across functions,
  • Superior time management skills and strong attention to detail
  • Solid grounding in business concepts and dynamics
  • Willingness to work outside the strict job description parameters, thinking creatively about how to provide the highest level of customer/member service
  • 2+ years of corporate account management or related experience, with experience in executive-level clients,
  • Willingness to travel (30+%)
150

Portfolio Manager Resume Examples & Samples

  • Identify and champion market research efforts to ensure value propositions that will exceed our customer expectations
  • Gather and analyze voice of customer and voice of field to develop software solution requirements
  • Lead strategic initiatives to expand and grow the portfolio
  • Prioritize development efforts in line with business objectives and communicate with development teams
  • Define portfolio strategy that aligns and enables growth in both our government and commercial businesses
  • Maintain and communicate 1-2 year solution roadmap
  • Build business cases that support the financial objectives for revenue, margin and operating earnings
  • Work in a cross-functional team with engineering, operations, finance, and marketing communications through the complete solution development cycle from product concept to end of life
  • Define and coordinate product beta testing plans
  • Bachelors Degree is required. MBA is a plus
  • 7+ years progressive experience in Product Planning, Product Marketing or Product Management
  • Engineering background and/or technical knowledge in group communications software solutions
  • Experience in Software as a Service and recurring revenue business models
  • Excellent presentation, written and oral communication skills
  • Proven track record of leading a team and meeting schedule deadlines
  • Ability to influence members external to their department
  • Ability to interface and communicate effectively with multi-discipline, cross-cultural teams
  • Strong working knowledge of the land mobile radio market and the transition to data centric software solutions
  • 5 - 10
151

Portfolio Manager Resume Examples & Samples

  • Coordinate and prepare presentation material for EETS segment CIO meetings
  • Management of project and consult requests using various service management tools (ServiceNow, Rivermine etc)
  • Analyze and validate information included in the intake requests for projects and consultation services ensuring they meet requirements
  • Assist with the management of the Portfolio Management generic e-mail account triaging mail into pre-determined request categories
  • Validate the project gating as per SDLC and PMLC, confirm and collect all artifacts completed and available at the point of intake
  • Track work allocation via ServiceNow
  • Ensure excellent customer/client experience while obtaining information required for ITS teams to complete work
  • Manage complex data and information; resolve conflicts in order to complete accurate and complete understanding of incoming Business Requirements
  • Ability to build consensus and relationships with clients, through use of superior negotiation skills
  • Continually strengthen skills and abilities through adoption of industry best practices
  • Knowledge of TD ITS internal business practices and related tools/processes an asset
  • Experience with PDLC and related artifacts an asset
  • Knowledge of Corporate (EETS) business areas and applications an asset
  • Proficiency with MS Office PC software applications (Excel, Word, PowerPoint, Project, Visio) required
152

Portfolio Manager Resume Examples & Samples

  • Provide support to the sales team through the development and implementation of technical and product training programs in repairs and flooring
  • Prepares annual strategic management plans and annual budgets
  • Conducts training programs/workshops with customers and BASF team
  • Attend customer events in conjunction with Sales Team
  • Liaises with staff and monitors stock levels, forecasting and attends with active participation in standard operation procedures
  • Keep abreast with latest industry developments, potential market opportunities, new products and sales skills
  • Active engagement with the Technical Services team for product rationalisation and new product introduction through business cases
  • Tertiary qualification in Marketing and Engineering
  • At least 5-10 years relevant experience industry experience
  • Candidates must be customer service oriented
  • Results and change driven and must have the ability to collaborate within and across the unit to seek opportunities and achieve value adding results
  • Good communications and people’s skills
153

Portfolio Manager Resume Examples & Samples

  • An effective leadership style that partners with business and technical leaders as well as scrum teams to deliver business value in an Agile organization
  • Capable of working through ambiguous situations and across a diverse customer base with seamless organizational navigation to deliver results
  • Ability to facilitate critical conversations regarding strategic business needs, risk management, and trade-off discussions in order to eliminate roadblocks and deliver the highest business value needs along with continuous improvement
  • An accomplished thought leader in the field of portfolio and program management that demonstrates creative problem solving, effectively influences others and brings agility to the situation at hand
  • 8+ years of experience in a Portfolio, Program, or Project Manager role
  • Experience with Agile Scrum and/or SAFe Scaled Agile methodologies
  • Ability to influence and build strong relationships with diverse customers
  • PMP and/or SAFe certification(s) preferred but not required
154

Portfolio Manager Resume Examples & Samples

  • Consulting - Functions as the liaison to a significant portion of the business (examples include Surgical Srvs, Ambulatory Care, Space Planning & Capital Projects, PM/PI Training & Mentoring). First point of contact for the executive leader of that portion of operations. Conducts the impact assess/feasibility study during the initial scoping of new requests. Helps prioritize requests based on the other competing priorities for that area. Partners w/the Program Mgmt Office Dir & Performance Improvement Dir to allocate project resources
  • Program Mgmt - In collaboration w/clients, manages major multi-disciplinary strategic programs. These programs are comprised of a number of highly complex & impactful projects totaling more than $10 million dollars & having great Reg’l strategic importance. Determines goals & priorities w/Sr/executive leaders. Establishes team membership then plans for & facilitates the governing body for the program. Provides guidance for/consults w/the project leads & project Mrgs for the individual projects to ensure business cases are accurately created & status reports are meaningful. Produces or oversees development of written & analytical materials & formal presentations for Sr/executive leadership & other key clients. Partners w/the project leads & project Mrgs for the individual projects to ensure each project meets their planned deliverables. Assists in planning & coordinating w/other ongoing teams & projects to ensure alignment of efforts
  • Project Mgmt- In collaboration w/clients, manages major multi-disciplinary strategic projects, initiatives, &/or committees. These efforts have greater than $1 million dollar budgets, are highly complex, carry significant risks/rewards, & have high internal/external visibility. Determines goals & priorities w/Sr team sponsors. Establishes team membership & negotiates time commitments & resources. Develops business cases for clients by outlining operational impact, project cost, proposed project structure, implementation plan, etc. Leads/facilitates groups, makes significant contributions, & provides technical leadership to identify risks & resolve issues of strategic importance to the organization. Interfaces regularly w/Reg’l & operational Sr Mgmt to produce deliverables according to budget, schedule & quality specifications. Produces or oversees development of written materials & formal presentations for Sr executives & other key clients. Engages in implementation, provides golive support, leads the post implementation assessment & facilitates the close-out process. Assists, as needed, in planning & coordinating w/other ongoing teams & projects to ensure alignment of efforts. Engages diverse internal & external Depts including vendors, regulatory agencies, info technology & communications to develop plans & ensure deliverables meet specifications
  • Process Improvement Consulting-Same as project Mgmt, but the initiative goals are to improve the operation of an existing Dept versus the creation of a new Dept or srv
  • Minimum three (3) years of business consulting experience with demonstrated proficiency in at least two (2) of the following disciplines: strategy development, program management, project management, process improvement, operations research, business planning, or management/industrial engineering
  • Minimum six (6) years of experience in leading complex performance improvement projects, including a demonstrated proficiency in facilitation, change management, and project management
  • Minimum five (5) years of experience in project management
  • Minimum two (2) years of manager/director level leadership within healthcare
  • Minimum two (2) years of front line work experience within healthcare
  • Experienced working with physicians and senior leaders
  • Certification in at least two (2) project management or process improvement methodology, such as Lean, Six Sigma, Project Management Professional (PMP)
  • Proficiency in three (3) or more disciplines: business process improvement, project management, strategy development or operations research or management/industrial engineering
  • Demonstrated understanding of Kaiser Permanente operations, health policy trends and healthcare market trends
  • Demonstrated effective change management within a Labor/Management environment
155

Portfolio Manager Resume Examples & Samples

  • Develop strategies for rewards feature by optimizing cost and parallel remaining best-in-class across competition
  • Introduce newer redemption options in line with consumer's changing preference and needs
  • Ensure a robust customer servicing platform and achieve NPS TD and BU goals
  • Benchmark the reward proposition across industry in terms of redemption options, fees, speed of execution, etc. and continuously re-engineer the proposition
  • Own all the redemption platforms and create best customer experience
  • The incumbent would need to have an MBA with Marketing or Finance discipline and have prior experience in product management
  • Prior experience in handling Cards Business role would be preferred
156

Portfolio Manager Resume Examples & Samples

  • Performs all duties in accordance with the Vision and Values of Associated Banc-Corp
  • May as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services
  • Responsible for identifying cross sales opportunities of all bank products including Treasury Management, International Banking, Private Banking, Wealth Management, Employee Benefit Services, and AFG, Capital markets to our existing client base as well as prospects
  • Knowledge of lending policies and procedures
  • Knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures
  • Understanding of non-borrowing products
  • Understanding of risks (market, rate, leverage, etc) as it applies to the lending process
  • Possess good marketing and presentation skills
  • Strong communication skills – both written and verbal
  • Proficient in Word and Excel
157

Portfolio Manager Resume Examples & Samples

  • Proactively develops and creates customer relationships in his/her area of responsibility
  • Process all customer cancellations & ensuring where possible units are retained
  • Review & up-sell poor performing contracts to greater improve their profitability
  • Customer visits & presentations - account management customers
  • Action all change of owner contracts & provide new contracts to new owner/occupiers
  • Internal relationship mapping of regional customer base and business intelligence collation
  • To co-ordinate Sales, Operations and Administration dialogue and complaints - resolution ownership and responsibility to deliver customer satisfaction. To include, but not limited to effective master data cleansing, operational issue identification of missed visits and poor KPI's, invoicing resolution - credit note generation and debt management awareness and assistance
  • Experience within both Operations and Sales with a knowledge and understanding of contract law would be beneficial
  • Confident & motivated, ability to interact with customers at various levels as well as internally
  • Excellent communication skills including written or verbal, ability to convey information, influence and negotiate
158

Portfolio Manager Resume Examples & Samples

  • Prepare investment plans and review budgets
  • Communicate with, prepare reports for, and make recommendations to clients
  • Perform analysis and cash flow modeling
  • Assist with financing
159

Portfolio Manager Resume Examples & Samples

  • 3+ years managing a team / leadership roles
  • Eracent, nice to have
  • Familiarity with ITIL
  • Leadership experience in managing change, process execution and improvement
  • Experience in preparing and delivering senior management briefing
  • Understanding of licensing models, contracts, and pricing arrangements
  • Experience managing supplier relationships and in using License Management systems
  • Understanding of licensing mechanisms and contracts, including interpreting licensing product use rights
  • Understanding of Software Asset Management lifecycle processes
160

Portfolio Manager Resume Examples & Samples

  • Works with the Relationship Managers and Credit Administration advising them of the credit risks inherent in loans being proposed and of the relevant loan policies, precedents, concentration risks, and related topics
  • Compiles and reviews information regarding guarantors and the borrowing company’s financial history and current condition
  • Oversees spreading of financial statements and tax returns; conducts comprehensive analyses to determine the degree of risk involved and profitability of extending credit or lending money, such as cash flow, trend and industry analysis
  • Prepares underwriting packages; communicates results and recommendations in a written narrative
  • Monitors and updates pipeline and other department reports; communicates with relationship managers on status of pending requests
  • Reviews underwriting loan packages completed by credit analyst staff for accuracy and completeness. This includes reviewing the spreads, narrative, cash flow, grade sheet, loan memo and other worksheets necessary to complete the loan package
  • Maintains physical and electronic credit files; prepares and retrieves documentation for audits, exams and reviews
  • Assists in the interface between all departments concerned to ensure efficient workflow and scheduling related to preparation of Loan Summaries, Closings, Amendments and Reviews
  • Review incoming periodicals and electronic publications to keep abreast of the regulatory, lending and other conditions that drive the credit industry, and keep the team aware of those changes
  • Provides support to Relationship Managers and serves as liaison between business units to help facilitate the flow of information and control of functions affecting the department and/or loan
  • Represents the department and Relationship Manager to Loan Review and the OCC during regular reviews of the loan portfolio
  • All other job duties as assigned
  • Working knowledge of lending and credit risk management concepts, practices and procedures
  • Solid technology and internet skills, including intermediate proficiency in Microsoft Office (Word, Outlook, SharePoint and Excel) and ability to navigate financial software applications
  • Ability to manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines
  • Strong analytical skills with the ability to interpret financial data and identify trends
  • Good attention to detail and concern for data accuracy
  • Excellent critical thinking and decision making skills; demonstrated ability to make sound business judgments
  • Strong customer service and communication skills, including technical writing abilities
  • Excellent organizational/planning/project management skills
  • Ability to make difficult autonomous decisions
  • 3-10 years’ experience as a portfolio manager or comparable experience
  • The incumbent should also be knowledgeable of business development/marketing, and the loan application process which include accepting applications, gathering any necessary information and processing any applicable documentation in order to successfully package a loan application. Experience in handling and processing commercial loan packages
161

Portfolio Manager Resume Examples & Samples

  • Sponsor engagement and managing sponsor relationships (new and existing) with the goal of serving as a trusted advisor
  • Lead and/or promulgate Treasury, IRS and CFET strategic outcomes within and across the sponsor base
  • Shape the work program to maximize value and impact
  • Secure funding and understand business status across the projects in the portfolio
  • Collaborate with the CFET program Division and Department Leadership to execute portfolio area program reviews and participate in Strengthening the Core (STC) assessments
  • Develop and execute a portfolio business strategy identifying, cultivating and capitalizing on strategic opportunities, to include partnering with other portfolios
  • Partner with the CFET Program Division and other Divisions as they build and shape the workforce, staff and execute the work programs, and ensure technical quality
  • Work with Department Managers, Project and Task Leaders on all the above and provide feedback for PL/TL's to their respective DM per CLEAR Conversations
  • Collaborate with other Portfolios, Program Divisions and Tech Centers to identify and capitalize on opportunities to increase our collective value and impact for our sponsors
  • Aggressively look for new and innovative solutions to meet the sponsors most critical needs taking full advantage of the MITRE Innovation Program
  • Provide understanding of the sponsor, our MITRE work efforts and Political, Operational, Economic and Technical (POET) environment and problem spaces to the MITRE leadership, business partners and MIP Innovation Leads
  • Strong understanding of the Political, Operational, Economic and Technical (POET) environment of the IRS
  • Relevant domain and technical expertise, to include business applications development, systems planning and analysis, systems engineering, and cloud and information technologies
  • Proven experience with bringing the corporation to bear
  • Demonstrated ability to develop and maintain trusted sponsor relationships
  • Strategic thinking, business acumen, and ability to turn strategy into action
  • Demonstrated ability to lead others without needing direct chain of command
  • Willingness to lean forward and take risks in order to create, cultivate or seize opportunities
  • Ability to relinquish control and work as part of a shared leadership team
162

Portfolio Manager Resume Examples & Samples

  • Assist the Commerce sponsors to better integrate and leverage other Army initiatives
  • Lead and/or promulgate Commerce and CFET strategic outcomes within and across the sponsor base
  • Strong understanding of the Political, Operational, Economic and Technical (POET) environment of the Department of Commerce and other economic bureaus such as BLS
163

Portfolio Manager Resume Examples & Samples

  • Facilitate and provide in-depth client specific training to new on-site Allied Universal Managers. Create and deliver annual training programs
  • Identify and present industry best practices to all teams in all locations
  • Assist in the preparation and presentation of Quarterly Business Reviews
  • Ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling, etc. are accurate and issues are promptly resolved
  • Survey security officers and leaders to gauge workplace satisfaction
  • Active participation in industry specific professional organizations such as ASIS
  • Work with all levels of the organization to identify, analyze and solve problems and create opportunities for continuous improvement
  • Provide strategic oversight to district offices to ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling, etc. are accurate and issues are resolved
  • Minimum 3 years of security management experience
164

Portfolio Manager Resume Examples & Samples

  • All requests from all Regional Offices are administered through the Toronto or Vancouver office. This position must evaluate various types of real estate in all parts of the country
  • The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered in order to mitigate risk
  • 2 to 3+ years’ experience working for a Commercial Real Estate Lender or institutional CRE investor
  • Can demonstrate knowledge and ability today to spread financial statements
  • Is currently working at a financial institution as a financial analyst or portfolio manager
165

Portfolio Manager Resume Examples & Samples

  • 1) Strategy: Support the Portfolio Director to identify major portfolio trends and thrusts, and contribute to the development and execution of a five year customer blueprint
  • Identify work shaping (strengthen, new, phase-out) opportunities for their customer strategic outcome within the portfolio
  • Contributes to the customer value analysis and its relationship to MITRE’s work program value to the customer
  • 2) Customer/Stakeholder Engagement: Develop, maintain, and proactively manage customer, sponsor, and stakeholder relationships associated with their outcome area and the associated customer contacts
  • Ensure that outcome and project-level customer, sponsor, and stakeholder engagements are aligned with the portfolio customer engagement plan
  • Provide thought leadership in customer engagements to define outcomes, milestones and, deliverables that address the customer’s mission success
  • Develop and nurture a trusted advisor relationship with the customer to accomplish portfolio outcomes and milestones, and ensure their contribution to mission success
  • Rapidly recognize issues and opportunities as they occur, and develop appropriate action plans
  • 3) Work Program Definition and Oversight: Work with the Program Division Technical Director to define and develop a portfolio work plan that contributes to the Portfolio Strategy milestones and strategic outcomes
  • Support the portfolio leadership team’s development and execution of their financial budget and manage business risk―both technical and financial
  • Engage with both Program Division and Technical Center leadership to share deliverables and internal products as appropriate across MITRE and with relevant stakeholders
  • 4) Collaboration: Ensure that outcome and milestone activities, deliverables, and engagements are appropriately exposed to other portfolios, and proactively seek opportunities for collaboration
  • Collaborate with Program Divisions and Technical Center leadership across MITRE to identify and leverage related activities to strengthen the portfolio through shared resources and re-use of existing products
  • Identify and support collaboration opportunities with Program, Tech Center and other Portfolio Managers across all portfolios
  • 5) Communications: Ensure that customer strategic outcomes and accomplishments are well understood by everyone associated with the portfolio
  • Ensure that customer strategic outcomes are understood by all staff supporting the portfolio
  • Ensure that staff is aware of relevant activities outside their portfolio, and portfolio knowledge is shared openly with all managers and staff
  • Seek internal feedback on both portfolio activities and customer engagements from all levels within the Portfolio Center leadership
  • 6) Grow Local Footprint: Work with the resource divisions to expand MITRE reputation and influence across the local sponsor base
  • Attract, motivate and retain top technical talent
  • Provide exciting opportunities for growth
  • Deliver world class engineering support and high quality technical products
  • Expand lab infrastructure and identify opportunities to provide hands on prototyping and risk reduction for critical technical risk areas
  • Strong strategic and analytical thinker
  • Broad Systems Engineering Skills; broad knowledge of what is required for a successful DoD acquisition program; ability to recognize early typical programmatic and technical issues and risks
  • Understanding of cutting edge satellite communications and networking technologies and their application to warfighter needs
  • Self-starter; ability to quickly prioritize ad-hoc tasking and execute or delegate as appropriate
166

Portfolio Manager Resume Examples & Samples

  • Good knowledge of Project Management Financials and Portfolio Management
  • Very good presentation and communication skills
  • Strong collaboration skills with organization and prioritization capabilities
  • Process oriented, eager to improve current state and come up with suggestions for change/optimization
  • Good knowledge in Excel (pivot tables, complex formulas) and PowerPoint (formatting)
  • Knowledge of Clarity is a plus
  • IT / Technology knowledge is a plus
  • Work experience in the international environment
167

Portfolio Manager Resume Examples & Samples

  • Ensure contract compliance at all assigned properties. Identify security issues and opportunities and recommend solutions to client’s corporate security team. Respond to critical incidents at client locations
  • Ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling, etc. is accurate and issues are resolved
  • Mentor managers within their portfolio to establish a true succession plan for their portfolio
  • Provide strategic oversight to district offices to ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling, etc. are accurate and issues are resolved quickly
168

Portfolio Manager Resume Examples & Samples

  • Manage Portfolio Leasing for an account or group of accounts
  • Assume a leadership role within the department
  • Support and assist with department and companywide initiatives
  • Oversee operations on a day-to-day basis ensuring work is completed and deadlines are met
  • Recommend new approaches, policies, and procedures to effect continual improvements in efficiency of services performed
  • Ensure Cushman & Wakefield standards are implemented, met, and maintained
  • Provide timely and accurate documentation and reporting
  • Execute special projects as assigned by Senior Manager
  • Handle high profile projects that will require special attention and reporting
  • Perform specific research and/or investigations into operational issues
  • Manage, train, and develop team members
  • Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines
169

Portfolio Manager Resume Examples & Samples

  • PMP and/or PMI Methodologies certified or 5 years of formal project management experience
  • Experience in MS Project Server highly desirable
  • Scrum-certified or working knowledge of Agile methodology
170

Portfolio Manager Resume Examples & Samples

  • Oversee investment activity across the LCA funds and separately managed accounts that are consistent with stated investment objectives
  • Maintain tight tracking error versus respective benchmarks and targets; help define and operationalize benchmarks and target
  • Monitor and report on transaction activity, risk exposures and concentration limits, and asset/fund performance
  • Own the end-to-end investment process: refine, streamline and document investment and portfolio management processes and controls, to increase efficiency, ensure best execution for investors, comply with legal and regulatory requirements and minimize operational risk
  • Analyze and attribute portfolio performance; interface with 3rd party valuation provider
  • Think like an investor; monitor capital markets and sector events; understand second and third order effects on the portfolios and relevant benchmarks
  • Provide investment commentary and conduct targeted analyses to support investor reports and monthly communications, and to support preparation of marketing materials
  • Partner with cross-functional teams as needed with respect to the investment process
  • Work with the product development team on the launch and construction of new products
  • Analytical experience with fixed income investments at an asset manager or other financial institution
  • Strong quantitative background; you should be very well versed in excel and should be comfortable with or willing to quickly SQL, tableau and other database and data analytics tools
  • 5+ years of analytical financial services experience
  • Proven experience managing operational processes and controls in a highly regulated environment
  • Undergraduate degree in a relevant field of study
171

Portfolio Manager Resume Examples & Samples

  • Makes sure that resources are staffed and committed to deliver in the timeframe and with the level of expertise required
  • Interacts with business owners and solution managers, Digital solution managers, senior technical personnel, and other functional or support organization to ensure solution lifecycles are managed effectively and efficiently
  • Ensures the right balance between project staffing and skills acquisition
  • Define and monitors the program and project key metrics
  • Monitor and assess agreement success in accordance to expected value
  • Manage risks attached to contracting with vendor
  • Maintain a set of non-negotiable bricks and a set of pre-approved negotiable patterns in contract framework
172

Portfolio Manager Resume Examples & Samples

  • Over 10 years’ equity investing experience
  • A definable track record of portfolio construction/ portfolio management in US Large Cap Equities
  • A background in equity research and specific expertise in one or more equity market sectors
  • Excellent communication, team-working and collaborative skills
  • Education and credentials commensurate with the position
173

Portfolio Manager Resume Examples & Samples

  • Provide full operational support to the team, as required, anticipating workload and supporting with appropriate materials
  • Manage workloads on the development and creation of credit papers and associated requirements
  • Ensure timely and accurate maintenance of customer information
  • Perform adhoc duties as required by the team or business
  • Broad knowledge of the Bank’s structures, products and services
  • Appreciation of the changing economic, social and governmental environment in US
  • Knowledge of international business and various industry sectors
  • Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
  • Appreciation of a client focused environment
  • Appreciation of working in a global environment
  • Developing professional expertise and credibility within business
  • Minimum of 2-3 years’ experience in the Commercial or Corporate Banking environment
  • Possess analytical and financial skills
174

Portfolio Manager Resume Examples & Samples

  • Providing Portfolio Management
  • Providing oversight of the COO-related Top Regulatory and Business Aligned Initiatives / Programmes
  • Reviewing and identifying of suggested areas of focus for each Initiative / Programme within the portfolio
  • Providing guidance to the Top Initiatives / Programme Teams within the change portfolio
  • Ensuring data provided for each Initiative / Programme is of high-quality and can be easily understood / used in reporting for Senior Management and to Regulators
  • Providing transparency into Initiative / Programme by reviewing monthly updates and highlighting problem areas as and when required
  • Facilitating discussions across COO Top Initiatives / Programmes as and when required
  • Building a strong partnership with Programme Directors and associated Project Management Office (PMO) and ensuring buy-in to the central reporting and oversight function
  • Creating an Executive Committee level summary for each COO Division, thereby ensuring each Executive Committee member is aware of trends and areas of potential focus
  • Summarising key points for discussion on each COO Regulatory and Business Aligned Initiative
  • Providing discussion points / speaker notes for use in Senior forums as and when required
  • Comprehensively reviewing each component contained in the monthly COO Top Initiatives Report thereby ensuring data integrity and consistency throughout
  • Acting as a liaison between Initiatives / Programmes and the Change Management function
  • Actively promoting the Change Management function and centralised governance
  • Providing guidance to others in the COO programme community, as appropriate
  • Actively supporting the COO strategy, plans and values, contributing to the achievement of a high performance culture
  • Experience in project, portfolio and stakeholder management
  • Experience working on multi-year strategic change programmes, including Regulatory and Business Aligned
  • Experienced in effective communication and positively influencing individuals (Initiative / Programme stakeholders, Initiative / Programme Directors, Project Management Office (PMO), Project Managers)
  • Relevant experience in the Financial Services industry
  • Ability to analyse and summarise information for Executive-level presentations and discussion points
  • Ability to work in a team and excellent conflict management skills
  • Ability to develop strong relationships with stakeholders up to Senior Vice President / Director level
  • Excellent problem solving abilities, conceptually strong and pragmatic in execution
  • Proficient using Microsoft Office software (Outlook, Word, PowerPoint, Excel, Visio) and Sharepoint
  • Educated to Bachelor’s Degree level (or equivalent qualification / work experience)
175

Portfolio Manager Resume Examples & Samples

  • Product Planning
  • Credit Initiation
  • Fraud Management
  • Collections & Recoveries
  • Responsible for developing and adhering to business mandate and scale triggers for all products
  • Setting of product risk appetite and strategies
  • Policy formulation / circulars – owner of the portfolio Risk policies and Procedures and Manuals
  • Provide input into developing and review of Portfolio modelling
  • Analysis of management Information with appropriate recommendations to the Head of Credit
  • Liaison with product/business managers and owners
  • 30-40% – Credit Risk Management Time Split
  • In collaboration with the business counterparts, develop, implement and maintain credit risk strategies to optimally manage the performance of the portfolio
  • Review and Implementation of credit policy and processes. Feed into business and credit policy development
  • Responsibility for personal & team adherence to governance, compliance and lending portfolio controls. Ensuring audit outcomes are satisfactory backed by conformance to policy and procedures including proactive management of agreed responsibilities for Data Integrity
  • Challenge pricing and profitability models in order to maximize value
  • Design, implement and maintain generic strategies for appropriate remedial action on poorly performing accounts in the portfolio
  • Actively manage the performance of the portfolio(s) within agreed risk appetite
  • 30 - 40% – Portfolio Management Time Split
  • Manage the portfolio within agreed risk appetite
  • Formulate strategies that drives growth while maintaining an acceptable level of risk to achieve agreed performance targets
  • Develop a strong Risk/COO/Consumer Business partnerships
  • 10 – 20 % – Leadership Time Split
  • Develop a highly motivated team of portfolio analysts maintaining excellent relationships within own team and wider business to ensure achievement of business goals
  • Consider the training and development needs of the team and support the development and implementation of solutions
  • Ensure effective performance development and succession planning for the team
  • Strong intellect balanced by practical and pragmatic approach
  • Strong internal and external networking
  • People management and coaching
  • Communications (written and oral) and presentations
  • Effective negotiation and influencing
  • Strong Lending skills
176

Portfolio Manager Resume Examples & Samples

  • Responsible for identifying and drafting detailed requirements for Master Data within each project stream. As part of understanding the required approach within a project stream, should be aware of how the relevant master data is being used in associated project streams to help ensure a uniform process is created
  • Lead the technical management, analysis, design and architecture for a number of DRM Implementations within finance ensuring DRM tool has been implemented using best practices
  • MDM Subject Matter expert (SME) whose role is to ensure a coordinated approach to master data across programmes
  • Setting up robust change management process to ensure effective management and delivery of DRM changes and enhancements
  • Work with the DRM Development, Support and Business teams to run concentric sessions on the DRM best practices, delivery mechanism, implementing inbound & outbound queues etc
  • Engagement with other work streams/programmes/technologies to insure management of hierarchies in DRM is as a single source of truth
  • Ideally experienced in working with Hyperion Version 11.1.2.1, 11.1.2.3
  • Proven ability to demonstrate strong stakeholder management/delivery to the business
  • Ability to clearly articulate messages to a variety of audiences and the ability to establish and maintain strong relationships
  • Effectively managing self and team workload
  • Stakeholder Management with both the Hyperion Leadership Team and the Business Units – ability to setup and manage stakeholder meetings and strong upward reporting to senior management
  • Business acumen and understanding of organizational issues and challenges with the ability to advice, implement and apply the right tools/processes to meet these challenges
  • Extensive experience in Hyperion toolset in development capacity, especially DRM
  • Technical background in IT and/or Computer Science Related degree
  • Experience of other Oracle Hyperion Products (Hyperion Financial Management, Essbase & FDMEE) would be beneficial
  • Previous experience with Meta Data Management across multiple functions/programmes is a must
  • Familiarity with project management approaches, tools and phases of the project lifecycle
  • Well versed with Systems Development Life Cycle (SDLC) and various phases and project milestones
177

Portfolio Manager Resume Examples & Samples

  • 7 - 15 years of experience in performing specific personal portfolio management functions/responsibilities or have 7 - 15 years in a related field (including special asset management, trust administration, investment trading, investment research, financial planning, relationship management, etc.)
  • Must possess current knowledge of financial markets as well as a comprehensive understanding of historical perspectives of the markets
  • Must have an in-depth understanding of investment management theory and ethics as well a comprehensive understanding of tax issues and trust and fiduciary laws; consistently apply existing risk management procedures and follow compliance directives; display solid judgment in managing financial contribution of assigned relationships with occasional oversight
178

Portfolio Manager Resume Examples & Samples

  • Develop and present consulting proposals to senior management that describe project objectives, scope, methodology, project structure and deliverables
  • Leads and facilitates process improvement initiatives
  • Conducts studies of operations, workflows processes and develops the most cost efficient or productive way for processes; focuses on improving productivity or work methods reducing costs
  • Provides consultative services and analytic support to business management
  • Serves as a catalyst to identify and recommend improved performance through: capacity planning, resource allocation, work simplification, staff scheduling, service level management, revenue enhancement, organizational design, consolidation, performance measurement systems, training, strategic planning, productivity improvement, and expense control
  • Responsible for directing and coordinating business change activities associated with process improvements and system changes to ensure a smooth transaction for business unit managers
  • Works with business managers in conducting the required fact gathering and analysis necessary to document, quantify and specify process re-engineering efforts
  • Responsible for insuring that key projects are monitored through implementation to insure impact from other projects are understood and communicated to parties of interest
  • Perform liaison and client management functions between the Department and the Department's internal partners. Perform additional responsibilities, as assigned
  • Required to have direct work experience in the financial services industry
  • Typically requires a minimum 7+ years of industrial engineer work experience as well as project management Requires strong working knowledge and business work experience in area such as Financial Services Back-Office, Business consulting practices, high-volume Item Processing, Legal Document Publishing/Management, Retail Point Of Sale, etc
  • Six Sigma certification and /or demonstrated application and thorough understanding of Six Sigma tools for process-re-engineering in financial services industry or comparable experience
  • Ability to work at a high level of independence and strong communication skills and ability to write concisely and present information
  • Ability to demonstrated success in implementing large projects and in complex problem resolution
  • B.S. Industrial/Mechanical Engineering , MBA Management/Finance is preferred
179

Portfolio Manager Resume Examples & Samples

  • Enhancing current demand management process, including continuous education, improvement and communication to all stakeholders - internal to MIS team and business customers
  • Being the process and tool owner for the current in-house developed demand tool as well as the Enterprise tool (ServiceNow - coming in 2017)
  • Tracking demand work items as they flow through the current process and establish reporting and SLA's which promote continuous monitoring of each team's intake queue (insuring work items are not 'stuck' in the process which leads to customer dissatisfaction)
  • Developing standardized reporting and associated process to best collaborate and inform our business customers on their demand status
  • Interacting with Senior Management to provide status, drive decisions on conflicting priorities, 'sell the process' and gaining acceptance
  • Being self-motivated and not requiring detailed instructions to execute upon the vision and work at hand
  • Collaborating with their manager to drive the annual operating planning/budgeting process for the Mortgage Technology team
  • Actively track department hiring and insure progression is within approved budgeted headcount - both FTE and contractors
  • Being the conduit between PNC Enterprise and Mortgage Technology as it relates to any current or upcoming Enterprise demand management initiatives
  • Provide thought leadership and implement proven best practice(s) which have helped make you and your execution/delivery successful in previous roles/with previous employers
  • Knowledge of, and ability to use, organizational strategies, practices and tools for administering projects
180

Portfolio Manager Resume Examples & Samples

  • Portfolio Management – Assist the NPI Manager of Portfolios to manage the customer experience for products contained in the assigned portfolio. Coordinate projects to align to the stage of the product in the product lifecycle
  • Project Planning and Management – Define project scope and schedule while focusing on regular and timely delivery of value; organize and lead project status and working meetings; prepare and distribute progress reports; manage risks and issues; correct deviations from plans; and perform delivery planning for assigned projects
  • Team Management – Assist in team development while holding teams accountable for their commitments, removing roadblocks to their work; leveraging organizational resources to improve capacity for project work; mentoring and developing team members
  • Process Management and Improvement – Define and manage a well-defined project management process and champion ongoing process improvement initiatives to implement best practices for Agile Project Management
  • Team building – promote empowerment of the team, ensure that each team member is fully engaged in the project and making a meaningful contribution, and encourage a sustainable pace with high-levels of quality for the team
181

Portfolio Manager Resume Examples & Samples

  • Bachelor’s degree required; advanced degree preferred
  • CFA charterholder is required; attainment of another advanced investment-related professional designation desirable
  • Minimum 8 years investment management or financial services experience; prior discretionary portfolio management and due diligence experience is a must
  • FINRA Series 7, 66 required or successful completion required within first 6 months of employment
  • Excellent communication, facilitation, and professional writing skills required
  • Proven ability to present to any audience, including C-level executives
  • Excellent organization skills with a high attention to detail
  • Strong analytical and problem solving skills required
  • Must have the ability to work effectively independently, as well as in a team environment
  • Must have strong computer skills, including proficiency in MS Office applications, Morningstar Direct and Bloomberg
  • 8 years: Investment management or financial services experience in portfolio management and due diligence
182

Portfolio Manager Resume Examples & Samples

  • Understand and Adhere to all Corporate Policies to include but not limited to ACI Code of Ethics and Global Information Security
  • Ensures the portfolio aligns with strategic objectives and organizational priorities through guidance of the selection, prioritization and balancing of the portfolio. Performs ongoing review, reallocation, re-prioritization and optimization of portfolio to ensure alignment with strategic objectives
  • Ensure that IT Projects delivered enable sponsors ability to realize agreed benefits
  • Design and develop specific metrics. Develop processes and methods for collecting required metrics data
  • Defines and maintains framework, process, and methodology for portfolio management across IT organization. Ensures that appropriate infrastructure and systems are implemented and maintained to support execution of portfolio management processes
  • Conduct portfolio wide analysis and advise on project/program pipeline, changes, and delivery risk, including but not limited to sequencing, dependencies, capacity, forecasting and the execution of quality and timely delivery
  • Manages the effects organizational changes have on your portfolio
  • 5 years of project portfolio management experience (project intake, resource demand planning, budget management, etc)
  • Financial analysis experience
  • Effectiveness working diplomatically across teams with varying objectives
  • Strong analytical skills, highly organized and excellent interpersonal and communication skills across all levels
  • Ability to organize and present project portfolio reports, proposals, and other related portfolio information
  • Facilitate governance, project reviews, steering and other project related meetings
  • MS Office (Word, Excel, Visio, PowerPoint, MS Project, MS SharePoint)
183

Portfolio Manager Resume Examples & Samples

  • Participating in the strategic planning process for both the business and IT organizations
  • Maintaining an 18 - 24 month rolling portfolio of demand with large capital budgets
  • Assisting in estimation and capital planning activities
  • Working with business leaders to identify and frame their IT needs, mapping them to strategic plans and prioritizing them
  • Assisting in the creation Business Vision Documents/business cases and CBAs
  • Facilitating request intake and ideation process
  • Navigating processes for funding and execution of programs
  • Helping to define and manage the Portfolio Management function
  • Working with Program and Project Managers to ensure that programs / projects are delivered on-time, on-budget, on benefit and on-quality (and intervening to resolve issues as required)
  • Participating in resource management discussions including IT resources, business resources and vendor resources
  • Performing portfolio balancing activities
  • Serve as a liaison between technology and business project managers
  • Gathering portfolio performance data for the business, analyzing the data and reporting results
  • Understanding, evaluating and managing risks to the portfolio
  • Facilitating regular on-going portfolio performance review meetings with leaders
  • Advocating for the business as it relates to programs and projects
  • Strong understanding of delivery process
  • Work closely with Business Sponsors, Capital Managers and Software Delivery project managers
  • Ability to build trust and long-term relationships across both business and IT constituents
  • Diplomacy and the ability to manage uncertainty
  • 10+ years of experience in developing solutions to business problems
  • Experienced in the delivery of technology solutions and deep understanding of business requirements
  • Ability to analyze and take action on key performance indicators (KPIs)
  • Deep working knowledge of how business and IT organizations interact and operate together
  • Demonstrated knowledge of the entire SDLC
  • Program and project management experiences
  • Experience with capital planning and CBA development
  • Ability to translate a business agenda into technology terms and vice-versa
  • Proficiency with PowerPoint, Word and Excel (including creating pivot tables preferred)
  • Experience leading diverse resources across multiple programs simultaneously
  • Prior experiences delivering on change agendas
  • Process mapping and process improvement / redesign experiences (using Visio)
  • Prior portfolio management experiences
  • Bachelor's degree in related area or equivalent experiences, advanced degree
  • Demonstrated influencing and negotiation abilities
  • Prior success building collaborative business partner relationships
  • Prior success building effective and collaborative relationships within a highly matrixed environment
  • Eden Prairie, MN
184

Portfolio Manager Resume Examples & Samples

  • Independently conducts Equities, Currency, and Fixed income related investment management research studies. Depending on the research approach, analyses may focus on individual hedge fund strategies, classes of securities, or the development of quantitative decision-making models
  • Lead in the active management of hedge fund and multi-asset portfolios. Employs a two-tiered approach - fundamental analysis alongside quantitative techniques
  • Makes buy, sell, and hold recommendations
  • Acts as a principal spokesperson for firm’s investment philosophy, process and strategy in support of winning new portfolio mandates
  • Act as a conduit between K2 and distribution channels to support client retention efforts
  • Provide periodic portfolio commentary, and written communication pieces that articulate the investment team’s perspective regarding the financial markets, hedge fund strategies, and fund performance
  • Perform investment due diligence on hedge fund strategies
  • Attend and participate in meetings with current and prospective hedge fund managers
  • Prepare financial analysis and modeling of hedge fund manager performance
  • Prepare client presentations and participate in client meetings
  • Implements policies and programs approved by management and the investment committee
  • BA Required, MBA or advanced degree in a related field, or CFA/CAIA strongly preferred
  • At least 10 plus years of credible experience and tenure within the industry, specifically within hedge funds
  • Experience selecting hedge funds and performing due diligence on hedge fund strategies
  • Strong analytical skills with an extensive knowledge of capital markets
  • A current professional network of industry contacts is preferred. Along with the ability to develop and maintain positive relationships with external industry contacts
  • Ability to verbally and orally articulate all facets of the investment process and strategy on behalf of investment team
  • Demonstrated experience and familiarity with the latest risk management and portfolio construction tools and techniques
  • Demonstrated knowledge of investment vehicles and pricing structures, distribution channels, global capital markets, and various asset classes
185

Portfolio Manager Resume Examples & Samples

  • Designing, developing, promoting and maintaining financial risk algorithms and models that measure customer credit risk profiles and match these to product arrangements, with a view to optimize profit
  • These financial risk models shall be applied to customer credit limit management, portfolio and collections strategies
  • The role is responsible for Credit Risk Management for the mobile lending portfolio
  • To ensure full compliance with the Group Credit Policy, Banking Act, and CBK Prudential Guidelines, Credit Reference Bureau (CRB) Regulations, Co-operation Agreements; and preparation of portfolio reports to stakeholders
  • Knowledge and experience in modern financial risk management practices to initiate and implement tactical changes to support business performance
  • Leadership to nurture and sustain employee satisfaction, and to manage changes
  • Performance Management to optimise own and team's productivity
  • Able to communicate both orally and writing to a high standard
186

Portfolio Manager Resume Examples & Samples

  • Lead annual planning cycle; structure, capture and estimate demand on an ongoing basis; map demand against agreed plan and resource base
  • Develop , define and implement the overall IT demand management structure & processes in agreement with other IT teams as required
  • Capture new demand and ensure a consistent structure and high quality of demand scope and specification in order to have a consistent basis for estimation and implementation scheduling
  • Develop dashboard for demand management KPI’s to ensure governance, create transparency and enable demand tracking capabilities
  • Develop and maintain a demand roadmap aligned with priority, IT capacity, technical dependencies and ongoing project portfolio
  • Required: Bachelor degree in Information Technology, Computer Science, Computer Engineering or equivalent experience
  • Required: Minimum of 8 years of combined experience in Information Technology
  • Preferred: ITIL Foundation Certification
  • Preferred: ITIL Intermediate Planning, Protection and Optimization Certification
  • Required: Demonstrated ability to coordinate cross-functional work teams toward task completion
  • Required: Demonstrated effective leadership and analytical skills
  • Preferred: Advanced written and verbal communication skills
  • Preferred: Strong problem resolution skills
187

Portfolio Manager Resume Examples & Samples

  • Directly manage 12-15 Project Managers based at both local and geographically remote offices
  • Support large (Dell Complexity Category 3) IT, customer facing programs and projects
  • Work to prevent and resolve challenges with portfolios of projects and large/complex programs and projects
  • Consult in the design, implementation, and maintenance of critical PMO functions of Governance, Quality, Training & Project Support
  • Collaborate with other internal PMO organizations to share knowledge, best practices and lessons learned to enhance overall program effectiveness
188

Portfolio Manager Resume Examples & Samples

  • Bachelors Degree in Finance, Accounting, Economics or equivalent work experience; 3 years of commercial credit experience
  • Possess strong database and MIS skills
  • Ability to work well within a structured team environment
  • Expert knowledge of Microsoft Word, Excel, PowerPoint and Access
  • Results oriented with an ability to accomplish objectives in a specified timeframe
  • Self-starter with good interpersonal skills and clear and articulate verbal and written communication skills
  • Superior analytical, problem-solving and organizational skills
  • Excellent credit and risk analysis skills
  • Ability to travel overnight may be required
189

Portfolio Manager Resume Examples & Samples

  • Oversees and manages the operational aspects of ongoing projects and serves as liaison between project management and planning, project team, and line management
  • Reviews status of projects and budgets, manages schedules, and prepares status reports
  • Assesses project issues and develops resolutions to meet productivity, quality, and client-satisfaction goals and objectives
  • Develops mechanisms for monitoring project progress and for intervention and problem solving with project managers, line managers, clients and other stakeholders
  • BA or equivalent + 15 yrs related experience, or MA + 13 yrs related experience
  • Applicants selected will be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. Due to the nature of work performed within our facilities, U.S. citizenship is required
  • Experience leading and managing technical projects throughout the lifecycle
  • Experience leading and managing teams of 20 or more people
  • Experience setting, monitoring and controlling project(s) budget
  • Ability to use project management and reporting tools
  • Ability to identify and implement project management best practices across an enterprise of 200+ personnel
  • Strong analytical and problem solving skills for resolving resource issues
  • Organization skills to balance work and lead projects
  • Strong communication skills to interact with team members and support personnel
  • Ability to work with relational databases
190

Portfolio Manager Resume Examples & Samples

  • Key leadership responsibilities within the pricing and underwriting team
  • Support the Head of Personal Lines Motor Underwriting with the management of the motor portfolio with multiple distribution channels
  • Target Pricing decisions to deliver business and underwriting strategy
  • Set a fraud & validation strategy that assists in the delivery of the personal lines plan
  • Monitoring performance of accounts across the motor line of business and lead underwriting input into the Business Planning process
  • Set a Product Management Strategy and work with the technical underwriters to ensure appropriate cover and policy wording is in place
  • Consideration of new and the renewal of existing arrangements. Working closely with the broker and partnership segment teams to deliver quality solutions
  • Experience in the pricing/underwriting of business obtained from the personal lines or commercial market
  • Preferably a maths or similar analytical degree or experience of understanding portfolio management / analytical / actuarial techniques
  • Awareness of the financial dynamics of a Personal Lines portfolio (i.e. return on capital requirements, the interaction of top and bottom line targets, contribution to fixed expenses and the like)
  • Excellent understanding of the General Insurance market, preferably in the UK Personal Lines space, but other relevant General Insurance backgrounds will also be considered
  • Knowledge of Insurance and Business
191

Portfolio Manager Resume Examples & Samples

  • Establishing monthly cash forecast for designated accounts utilizing Cforia management tools
  • Daily monitoring of account activities and following up for payment to meet established goal
  • Corresponding with Customers to identify account discrepancies (ie disputes, missing invoices, etc.)
  • Monthly meetings with Business Units to resolve identified disputes
  • Monthly reporting against forecast (including O/S disputes; missed commitments; etc)
  • Estimates of bad debt reserve requirements against portfolio performance
  • Meet with key accounts at their location to better understand their business and provide guidance on new “self service” tools (Cforia Portal). (Anticipate @1 week per quarter.)
192

Portfolio Manager Resume Examples & Samples

  • Provide oversight and support the implementation and execution of the insurance portfolio strategy for the Private Equity firm and its portfolio companies
  • Develop strong relationships with senior management at the Private Equity firm and its portfolio companies as well as with the local Marsh service teams and broking teams
  • Become the key point of contact for the Private Equity firm and its portfolio companies and manage the local Marsh service teams
  • Appraise the renewal process for all portfolio company clients
  • Provide the Private Equity firm and its portfolio companies with an annual stewardship report
  • Manage the strategy for a given portfolio program through goal setting, ensuring service standards meet or exceed client expectations, and protecting the firm from Errors & Omissions (E&O)
  • Lead client and prospect appointments and identify and execute both new business and cross-selling opportunities with within the private equity firm’s portfolio
  • Provide oversight and support to the pre-renewal meetings for large portfolio companies and support the renewal process with the local Marsh service teams as well as with PEMA and Specialty broker teams
  • Work with Private Equity fund Senior Relationship Officers and Client Executives to ensure the Private Equity fund clients are continually apprised of portfolio company developments
  • Analyze client and prospect research and industry issues to identify opportunities for collaboration across Practices, geographies and MMC companies
  • Bachelor’s degree from an accredited college
  • Insurance P&C Broker’s license
  • 5+ years of client management and commercial insurance experience, preferably as a broker
  • Strong knowledge of insurance, a good understanding of financial concepts, experience managing demanding clients and overseeing client teams
  • Strong written, oral and presentation skills to communicate at all levels of the organization
  • Exhibits solid strategic analysis, problem solving, issue resolution and decision making skills
  • Understands business planning concepts
  • Strong analytical and conceptual skills, broad based project management experience and outstanding client focus
  • Strong management skills required to lead teams in achievement of goals and objectives
193

Portfolio Manager Resume Examples & Samples

  • Monitoring Management Information and covenants to analyse trends and update RMPS, making sure credit stewardship elements are managed appropriately
  • Responsibility for on-going risk management, deferments and lease consents
  • Directly managing the expectations of customers throughout the credit process in a professional and timely manner
  • Consistently and proactively identifying opportunities to improve efficiency and contribute to a continuous improvement culture
  • Making sure processes and policies are understood and embedded
194

Portfolio Manager Resume Examples & Samples

  • Leads client service team; coaches and develops team members
  • Leads the service team by setting goals, monitoring progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O)
  • Drives toward building identified Client Development competencies for self
  • Develops and maintains a fluency in MMC/Marsh’s service offerings
  • Has at least ten years of commercial insurance experience
  • Possesses highly developed insurance brokerage account management, servicing and sales skills
  • Possesses advanced knowledge of client risk issues and solutions
  • Is a strong leader and viewed as a mentor by staff
195

Portfolio Manager Resume Examples & Samples

  • Generation of correspondence facilitating monitoring of loan performance
  • Loan documentation review/interpretation
  • Physical evaluation of properties
  • Reviewing borrower requests, securing complete package of required exhibits and preparation of draw request packages in connection with project improvement findings
  • File maintenance in compliance with departmental and regulatory mandates
  • Assist portfolio management team on departmental projects, as necessary
  • Interaction with borrowers relative to loan/property performance
  • Timely satisfaction/compliance with investor (contractual) requirements re: loan management functions
  • Financial analysis of project operations/borrower/property operating statements
  • Bachelors Degree in Business Administration, Accounting, Finance, Economics or equivalent experience
  • 3-5 years in Commercial Real Estate lending as a Senior Credit Analyst, Senior Loan Officer, Senior Portfolio Manager, Senior Underwriter, Relationship Manager, or related position
  • Ability to establish plans of action (parameters with dates that must be fulfilled) for properties/loans with problems
  • Ability to multi-task; strong organizational skills
  • Ability to be detail oriented
  • Ability to work independently as well as able to work in a team environment
  • Advanced proficiency in computer skills, especially Excel/Word applications
  • Knowledge of operating statements and Credit Policy
  • Strong written and verbal communication and strong interpersonal skills
196

Portfolio Manager Resume Examples & Samples

  • Assist the VA sponsors to better integrate and leverage other agency initiatives
  • Lead and/or promulgate Veteran Facing Services and CVET strategic outcomes within and across the sponsor base
  • Collaborate with the CVET Program Division and Department Leadership to execute portfolio area program reviews and participate in Strengthening the Core (STC) assessments
  • Partner with the CVET Program Division and other Divisions as they build and shape the workforce, staff and execute the work programs, and ensure technical quality
  • Work with Department Managers (DM), Project and Task Leaders on all the above and provide feedback for PL/TL's to their respective DM per CLEAR Conversations
  • Provide understanding of the sponsor, our MITRE work efforts and Political, Operational, Economic and Technical (POET) environment and problem spaces to the MITRE leadership, business partners and MITRE Innovation Program Innovation Leads
  • Expertise in thinking strategically and helping sponsors and their stakeholders frame and execute strategies successfully
  • Demonstrated ablity to communicate effectively to shape and deliver results of analyses to a variety of audiences at multiple levels - in writing and in public speaking
  • Strong collaboration skills with demonstrated success in a shared leadership model
  • Strong understanding of the Political, Operational, Economic and Technical (POET) environment of the Department of Veterans Affairs
  • Strong familiarity with engineering and analytic methods and the complexities, issues and challenges associated with technology adoption
  • Demostrated experience in providing value to sponsors, their stakeholders, and our employees, as evidenced by feedback and recognition
  • Demonstrated willingness to lean forward and take risks in order to create, cultivate or seize opportunities
  • Relevant domain and technical expertise, to include veterans’ programs, healthcare programs and networks, policy and strategy development and analysis, systems planning and analysis, systems engineering, and cloud and information technologies
197

Portfolio Manager Resume Examples & Samples

  • Ensure that adequate capabilities exist to ensure project delivery in line with client requirements
  • Ensure the profitability of projects whilst protecting margins and providing accurate billing forecasts, including financial audits and reviews throughout project delivery
  • Good understanding of, responsibility for and ability in all aspects of the full project life-cycle
  • Ability to manage customer satisfaction, commitment and expectations to high service levels and manage escalations adequately
198

Portfolio Manager Resume Examples & Samples

  • Partner with the GMs and Finance and Accounting (F&A) Controllers to ensure that occupation demand measurements and RE&F operational plans are in place and accurate for assigned facilities
  • Oversee the operational relationship with the RE&F supplier base
  • Drive proactive planning and management for the assigned facilities
  • Ensure that RE&F is in compliance with all statutory regulations and Microsoft policies and controls
  • Oversee and ensure successful delivery of the RE&F services and projects for the assigned facilities, including capital plans, forecasting, rhythm of business (RoB), and budgeting
  • Provide a safe working environment for all FTEs and vendors
  • Set expectations of the Controllers and client group executives in the areas of real estate processes, schedule, workplace strategies, costs, etc. Deliver business reviews as appropriate
  • Drive business initiatives for the improvement and development of Microsoft’s overall business model. Ensure that real estate market opportunities are proactively pursued. Recommend and implement activities to capture operational and financial benefits for Microsoft
  • Bachelor's degree in Accounting, finance, or business
  • MBA or Masters in Corporate Real Estate preferred
  • A degree of cultural awareness and demonstrated experience in working with and understanding various cultures
  • Minimum of 1-year experience in real estate, business, finance or accounting
  • Ability to analyze problems and opportunities, conclude direction and make critical decisions
  • Willingness and capability to travel and to work on multiple projects in multiple locations simultaneously
  • Strong communications (written and verbal) skills
  • Demonstrated experience in negotiations and influencing skills
  • Exposure to a corporate real estate operation through either direct employment or an internship is preferred
199

Portfolio Manager Resume Examples & Samples

  • Design the bridge loan program and build the processes and capabilities necessary for its successful implementation
  • Provide ongoing training and oversight of front office, loan servicing/administration and legal staff on work associated with this program
  • Manage the flow of bridge loan business via our correspondent mortgage banking network
  • Oversee the loan servicing staff assigned to the post-closing loan administration associated with this program
  • Along with oversight of the bridge loan initiative, originate both bridge loans and traditional commercial mortgage loans in an assigned geographic territory
  • Manage a portfolio of existing mortgage loan investments within that territory, including early identification of potential problem assets and proactive management of loan maturities
  • Develop and maintain a thorough knowledge of assigned real estate markets, including historic, current and projected market conditions, trends and statistics
  • Provide managerial oversight and career development of a front office origination and loan administration team
  • Participate and contribute to weekly deal meetings to discuss transaction pipeline and current market conditions
  • Travel will be required
  • In-depth knowledge of the bridge loan market, including top competitors, industry trends, key contacts and relationships, etc
  • Proven ability to assess and underwrite an array of complex bridge loan and traditional commercial mortgage transactions
  • A detail-oriented focus, with a commitment to producing high quality work on a timely basis
  • Excellent analytical skills, with an emphasis on the ability to communicate observations into supportable conclusions and recommendations
  • The ability to think independently, provide directions to team members and oversee work product that presents a view point in a thoughtful and professional manner
  • Excellent verbal and written communication skills and the ability to interact effectively and professionally with a wide variety of internal and external constituents
  • 7+ years of experience in commercial real estate finance, with specific, in-depth bridge loan experience
  • Loan workout experience strongly desired
  • Experience in asset management a plus
200

Portfolio Manager Resume Examples & Samples

  • 1 to 2 years of managing projects
  • Experience managing multiple projects at the same time
  • Experience managing project schedules and budgets Responsibilities
  • 5-7 years of experience in managing projects
  • Must clearly demonstrate the ability to deliver projects on schedule, within budget, with a high degree of customer satisfaction
  • Demonstrated accomplishments in successfully managing concurrent projects and cross-functional project teams
  • Portfolio Operations Manager will develop business functions working with individual Brand Managers, Sales Directors and Marketing team members which will help, gain critical business knowledge increasing understanding
201

Portfolio Manager Resume Examples & Samples

  • Evolve tools, processes and reporting and analytics to manage supply and demand across Technology Services, including time-tracking systems and demand planning tools
  • Provide enabling processes, tools, and consolidated repositories for intake, estimation, and relationship management for Technology Services project portfolios
  • Develop and leverage models to analyze variance and trend based data to identify and communicate project and portfolio performance and insight
  • Work closely with stakeholders to effectively align portfolio reporting requirements; Improve the processes, data and delivery of portfolio reporting
  • Intensify our customer focus through effective analytics and insight into our services, providing operational metrics and reporting to show the value and cost of Technology Services
202

Portfolio Manager Resume Examples & Samples

  • BSc/BA required, advanced degree preferred, with more than ten (10) years of commercial experience in the Life Sciences arena with focus on project management, data, analytics or consulting
  • First hand experience in software development programme management
  • Strong skills in collaborative working
  • Individual must have excellent oral presentation and writing skills
  • Must be capable of leading with a sense of urgency, and be able to work both independently and within a team environment
  • Must have had exposure to fast moving and highly pressurized environments with frequent exposure to senior stakeholders. Must be calm and focused when dealing with complex or rapidly changing priorities
  • Strong influencing, problem solving, analytical, project management and planning skills
  • Experience of leading complex projects or programmes with a technology focus
  • Exposure to budget or finance management and in particular to managing a P&L is a strong advantage
  • Exposure to patient-level outcomes data, implementation of technology solutions with particular emphasis on healthcare, services experience with technology solutions/advisory; some familiarity with large data driven systems would be advantageous
  • A primary degree, ideally in the Life Sciences, business operations or finance
  • Project Management qualifications an advantage
  • QuintilesIMS is an Equal Opportunity Employer. We cultivate a diverse corporate culture across the 100+ countries where we operate, celebrating and rewarding teamwork and inclusiveness. By embracing our differences, we create innovative solutions that are good for IMS, our clients, and the advancement of healthcare everywhere
203

Portfolio Manager Resume Examples & Samples

  • Manages a portfolio of assigned accounts, of which a portion will represent investment management relationships. This includes developing overall asset allocation and investments for each account
  • Meets with Trust Officers and clients to confirm proper account investment objectives and implement appropriate changes
  • Meets with Trust Officers and prospective clients to generate business for Chemical Bank; proactively establishes relationships with Chemical Bank referral sources, attorneys, and other professionals and centers of influence
  • Implements investment policies, procedures, and actions developed by the Trust Investment Committee
  • Reviews and monitors required capital change initiatives to effectuate security transactions
  • Assumes an active role in developing and updating departmental investment policy and procedure
  • Actively participates in the activities of the local community
  • All inclusive customer service and interpersonal skills; manages relationships effectively, which include effective listening, written and oral communication skills
  • In depth knowledge of the primary and alternative financial instruments and understanding of the following: valuation techniques, principles of diversification, modern portfolio theory, accounting practices and trust accounting, and the impact of economic changes on financial markets and various alternative investment categories including hedge funds, commodities, global real estate and international fixed income
  • Proficient in Outlook Office Products including Word, Excel, PowerPoint, in depth knowledge of Bloomberg/Morningstar and Performance Measurement. Proficiency in Trust Desk and Estate Valuation helpful
  • Proficient in knowledge of internal Trust software
  • Presentation skills – Individual and ability to coach others in these skills
204

Portfolio Manager Resume Examples & Samples

  • Must have 12 years of relevant experience
  • Must have an active/current TS/SCI security clearance
  • Bachelor's degree in Engineering, Computer Science, Mathematics, Physical Science, or a related discipline
  • Expertise with MS Office tool suite and proficiency in the development of plans, reports presentations and spreadsheet analysis
  • Experience with activity and/or business plans and definition
  • Experience working with various intelligence community and DoD R&D activities and organizations and R&D geospatial intelligence mission and its contributions to the IC and DoD
  • Customer-service and goal oriented
  • Understanding of NGA’s Strategy and Vision and Familiarity with the National Geospatial-Intelligence Agency and the functional area of geospatial intelligence (GEOINT)
  • Collaboration experience with IC and DoD GEOINT hard problems with NGA, CIA, DIA, NSA, and service intelligence organizations
  • Government or military staff experience
  • Bachelor's degree that includes 24 semester (36 quarter) hours in Science, Mathematics, and/or a related Engineering Science. Such coursework includes, but is not limited to, Astronomy, Cartography, Chemistry, Computer Science, Dynamics, Electrical Engineering, Geodesy, Geography, Geology, Geophysics, Geospatial Information Systems, Mathematics, Orbital Mechanics, Photogrammetry, Physics, Remote Sensing, or Surveying
205

Portfolio Manager Resume Examples & Samples

  • Managing multiple project managers who will have responsibility for a multi‐functional team of resources of up to 50 people
  • Responsible and accountable for the, governance, prioritisation, monitoring and assurance for the portfolio delivery service
  • Integrating the portfolio of work to ensure overall change impact across the business is understood, managed and informs effective stakeholder management
  • Create and develop long term and trusted partnerships with internal colleagues, customers and stakeholders by acting as the lead advocate, expert adviser, and communicator for the portfolio delivery service
  • Organising and prioritising projects and programmes based on IT strategy/strategic roadmap/budgets and change schedules
  • Ensuring appropriate portfolio framework is in place
  • Collaborating between the business and the IT function to ensure the portfolio is aligned
206

Portfolio Manager Resume Examples & Samples

  • Establishing contact & achieving minimum productivity levels
  • Driving growth of American Express charge volume
  • Retention of account
  • Ensure compliance and control
207

Portfolio Manager Resume Examples & Samples

  • Generation of correspondence facilitating monitoring of loan performance, Loan documentation review/interpretation
  • Assist management with management reporting and projects
  • 5+ years in Commercial Real Estate as a Senior Credit Analyst, Senior Loan Officer, Senior Portfolio Manager, Senior Underwriter, Relationship Manager or related position
  • Thorough knowledge of operating statements and Credit Policy
208

Portfolio Manager Resume Examples & Samples

  • Monitor trends and able to serve as the subject matter expert and trusted advisor on assigned countries to partners
  • Manage relationships with local business units, inform of credit issues, and provide guidance for the development of strategies
  • Contribute to the development of risk monitoring products, processes and models related to counterparties and countries
  • Present to Risk committees as needed
  • Coordinate, participate or lead visits and calls with external counterparties or clients
  • Acts as back-ups for other portfolios of financial institutions, hedge funds and countries
209

Portfolio Manager Resume Examples & Samples

  • Provide full credit administration support to the team (as required), anticipating workload and supporting with appropriate materials
  • Manage operational tasks associated with the credit process and implementation of facilities
  • Ensure timely and accurate maintenance of customer information, including Know Your Customer (KYC) requirements, in Group systems
  • Knowledge of the business and broader construct of HSBC’s Global Businesses
  • Ability to multitask and prioritise a range of requests / actions to best support the business
210

Portfolio Manager Resume Examples & Samples

  • Manage and maintain accuracy of accruals, payment applications, payment collections, advances, collateral maintenance and draw requests across Liberty SBF's commercial loan portfolio
  • Build and maintain relationships with loan borrowers to ensure timeliness of payment and document collection
  • Review collected documents in order to track financial performance, collateral maintenance and loan covenant compliance
  • Prepare quarterly and annual credit review memorandums for each loan in the portfolio by coordinating with credit and underwriting to track changes since loan closing
  • Present annual credit review memorandums to senior management during the annual portfolio review meeting
  • Work with legal/closing and credit to prepare and process loan modification and extension requests
  • Travel to properties in order to perform annual site reviews that ensure loan borrowers are achieving their objectives and maintaining the value of the loan collateral
  • Coordinate with credit and servicing to ensure accurate reporting and controls of loan portfolio
  • Remain up-to-date on all Liberty SBF compliance regulatory policies and procedures and on all pending and proposed regulatory changes affecting Liberty SBF compliance
  • 4+ years in commercial lending
  • Education: Degree or other relevant advanced degree with a focus on real estate
  • Relevant loan servicing/portfolio management experience in commercial real estate/ CMBS collateral
  • Strong interpersonal skills and be able to communicate effectively
  • Overall computer familiarity and ability to successfully operate current industry standards such as Word and Excel
211

Portfolio Manager Resume Examples & Samples

  • Ensure contract compliance at all assigned portfolios
  • Manage the delivery of services in conjunction with District teams and Account Managers
  • Serve as primary Point-of-Contact to client security contacts
  • Respond to or direct regional and district management teams in response to critical incidents at client locations
  • Develop relationships with local and regional client contacts
  • Provide strategic oversight to district offices to ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling, etc are accurate and/or issues are resolved quickly
212

Portfolio Manager Resume Examples & Samples

  • Five plus years of financial and/or portfolio management experience
  • Possess relationship building and strong communication skills
  • Requires advanced Excel skills and/or five plus years of Excel experience with in a similar capacity or financial role
  • Working knowledge of Word, PowerPoint and Access preferred
  • Financial expertise and/or experience including cost center management, budgeting/forecasting, results commentary and complex analysis is required
  • Requires ability to successfully communicate across different levels of management with confidence and drive tasks across band levels (influence without authority)
213

Portfolio Manager Resume Examples & Samples

  • Manage global investment programs, and provide project management services to support global teams in delivering the right solutions within KPMG’s complex technical and business environment
  • Serve as a senior single point of contact across all the focused initiatives underpinning the Global Advisory strategy
  • Ensure synergies across all of the programs in the portfolio are identified and that Global PMO best practices are being consistently applied
  • Work with the Global Adoption Services, as well as work closely at a portfolio level with multiple Global Advisory stakeholders as well as Global Advisory Enabling Architecture leaders
  • Be accountable for the portfolio governance and manage/escalate portfolio risks and issues to the relevant Sponsor and the Office of the Global Head of Advisory
  • Minimum seven years of experience in successfully delivering complex international projects with multiple stakeholders
  • Bachelor's degree in Business Administration or Management, Computer Science(s) or Information Technology/Security from an accredited college or university
  • High level of written and oral communication; able to present information in a clear and effective manner
  • Excellent interpersonal skills, able to engage, build networks and relationships across both within and beyond key communities and also with key stakeholders and internal clients
  • Excellent knowledge of and experienced user of PowerPoint and Clarizen
  • Willingness for occasional travel
214

Portfolio Manager Resume Examples & Samples

  • Act as an integral member of the US Marketing Leadership Team
  • Develop strategies and tactics to grow the segment with a focus on the assigned market, as well as gain share (vs. competition), based on customer/market insights
  • Working with the Marketing Manager coordinate timing of marketing activities to maximize impact and overall business unit objectives through the development of key performance indicators to measure business performance
  • Effectively manages the development of marketing materials and all marketing related programs and projects as assigned
  • Effectively manages assigned team projects, exercises sound decision-making, and successfully communicates revisions and/or changes to projects/programs
  • Effectively provides expert advice/counsel as the point person between multiple groups (lab sales, product development, and evidence generation)
  • Inform about developments in the customer (mindset, decision making, etc.) in the global market, as they impact and apply to the organization's strategic roadmap
  • Ensures that every marketing project meets all regulatory compliance policy requirements
  • Builds successful working relationships and effectively manages the interface with a variety of key third party agency staffers and suppliers
  • Communicates with thought leaders and specialists
  • Plans, implements, and measures outcomes for a variety of programming initiatives
  • Participates in developing and refining product messages and materials for sales presentations
  • Identifies market opportunities and devises strategies and tactics to assure successful sales operations
  • Identifies and articulates training and development needs and works closely with Sales & Marketing Management and Training Teams to maximize usage of resources
  • A minimum of a Bachelor’s degree is required. BS degree is preferred
  • A Master's degree in Marketing or MBA is preferred
  • A minimum of five years marketing experience with demonstrated success that includes development and implementation of commercial strategies and tactics is required
  • Minimum of one year marketing or sales experience with clinician-focused promotion
  • Sales, strategic marketing, and/or market research experience also preferred
  • Life science, diagnostics, medical device, pharmaceutical, or other health care experience is required
  • Demonstrated experience in successfully leading the implementation of marketing projects from unmet need exploration through to campaign development and ultimate tactical execution
  • Strong analytical and qualitative skills are required, as well as the ability to synthesize and integrate customer insights data, draw conclusions/implications, and translate into comprehensive strategies and business decision recommendations
  • Demonstrated experience in segmentation, targeting, and positioning to successfully drive growth
  • Demonstrated collaboration with clinical and/or health economic evidence generation teams to develop evidence generation strategies to accelerate revenue growth
  • Demonstrated ability to operate independently, to take initiative, be resourceful, and exercise astute business judgment to drive performance
  • Demonstrated success in collaborating cross-functionally in a matrix environment
  • Ability to lead and influence change is required
  • Agency management and digital strategy experience strongly preferred
  • Must have excellent interpersonal, verbal, and written presentation skills
  • Knowledge of MS Office applications is required
  • This position requires significant international travel – up to 45%, as required
  • Minimum of 2 years marketing experience healthcare industry, particularly in diagnostics, medical devices, or pharmaceuticals or 2 years of diagnostics sales experience
  • Minimum of one year marketing or sales experience
215

Portfolio Manager Resume Examples & Samples

  • 10+ years in credit risk management and/or corporate banking
  • Bachelor�s or advanced degree in Business (Accounting/Finance preferred) or Economics
  • Equipment leasing experience
  • MS Office Skills, including Word, Excel (very strong) and Access
  • Ability to partner with both internal business unit and external company teams
  • Strong organizational skills and ability to multi-task
  • Solid work ethic
  • Team-oriented and flexible
216

Portfolio Manager Resume Examples & Samples

  • 10+ years in credit risk management and/or corporate banking
  • Bachelor�s or advanced degree in Business (Accounting/Finance preferred) or Economics
  • Equipment leasing experience
  • Excellent verbal and written communication skills
  • MS Office Skills, including Word, Excel (very strong) and Access
  • Ability to partner with both internal business unit and external company teams
  • Strong organizational skills and ability to multi-task
  • Solid work ethic
  • Team-oriented and flexible
217

Portfolio Manager Resume Examples & Samples

  • We are looking for an analyst, portfolio manager, credit analyst or risk manager from an asset manager, bank or other financial services company with relevant working experience
  • Prior experience in analysis of (preferably financial institutions) corporates, managing corporate credit portfolios and/or the macro-economic or regulatory environment is a plus
  • You will have a Master’s degree, preferably in Finance, Economics or Econometrics, and/or a strong financial accounting knowledge
  • A CFA or alternative financial certification (e.g. VBA) is a plus
  • An ambition to manage fixed income within an asset manager, in a demanding, constantly changing, and performance oriented work environment
  • Proficiency in quantitative techniques and/or programming skills in Excel VBA and/or Matlab is a plus
  • A good verbal and written command of the English language
  • A strong ability to convey investment opinions in a structured manner, combined with strong communication and interpersonal skills; and
  • A hands-on and team player mentality who enjoys collaborating with an international group of experienced investment professionals
218

Portfolio Manager Resume Examples & Samples

  • Leads all strategy across CRRT, PD, and HD therapies, while driving pre-tax associated margin in support of region, area, and U.S. strategy by partnering with CE and TDS
  • Maintain customer relationships at the highest level possible
  • Develops and maintains strategic physician and business led relationships
  • Drives horizontal contract sell inclusive of all 3 LOB’s (at expiry or otherwise)
  • Maintain business pricing excellence standards and ensures proficiency
  • Monitors sales against forecasts and participates in the determination of market potential for the geography
  • Conducts scientific/ technical sales presentations and discussions related to the portfolio. Continuously increase and sharpen knowledge as well as selling, negotiation, and presentation skills
  • Responsible for expanding the existing territory by identifying and closing new business opportunities
  • This person should have a track record of managing multiple projects and/or businesses within medical capital sales while consistently meeting or exceeding sales objectives
  • Ability to work in consultative manner with customers
  • Demonstrated ability to work collaboratively with other team members to ensure successful new business conversions and development at customer sites while supporting the goals of the business
  • Demonstrated ability to negotiate and manage pricing contracts and renewals
  • Minimum of 3 years sales experience in a medical field required
  • Advanced consultative sales skills including excellent interpersonal relationship skills. Ability to relate to various levels of management and staff in the hospital and clinic environment
  • Demonstrated Negotiating Skills with ability to initiate, execute and close associated contractual processes
219

Portfolio Manager Resume Examples & Samples

  • A minimum of 10 years experience in investment management for numerous and different types of HNW investors, foundations, endowments, defined benefit pension plans
  • Experience in developing institutional investment policy statements that reflect the application of asset allocation strategies and financial modeling tools (e.g., asset/liability modeling, spending policy analysis)
  • Experience creating customized investment solutions with a broad array of asset classes and management firms
  • Experience explaining the capital markets, investment strategies and performance analytics to clients, and adapting investment strategies to changing market conditions and evolving client needs
  • Track record of achievement that is relevant to our mission (growth of assets, retention of clients, culture of learning, wins the right way)
  • CFA or CIMA (or equivalent job experience), MBA preferable
220

Portfolio Manager Resume Examples & Samples

  • Manage a range of Belgian multi-asset investment strategies based on the investment views of the Multi Asset boutique and/or client specific guidelines with specific focus on portfolio construction, instrument selection, implementation and risk management
  • Providing verbal and written information on portfolio positioning and performance to the sales organization, distribution channels and clients
  • Built an active relationship with the marketing & sales staff of NN IP in order to support the team’s growth in assets under management
  • Interact within the Multi Asset Boutique and contribute to the formulation of investment view in close cooperation with other portfolio managers and the Macro & Strategy team
  • Take initiative to improve investment and operational processes
  • Appropriate academic education in the relevant field, with CFA accreditation an advantage
  • 3-5 years of experience in managing equity, fixed income or multi-asset portfolios
  • Solid communication and presentation skills
  • Customer Focus; take commercial initiatives
  • Knowledge of a wide range of financial instruments, experience with portfolio construction and risk management techniques
  • A team player with a passion for investing
221

Portfolio Manager Resume Examples & Samples

  • Related bachelor’s degree
  • 5+ year’s Real Estate experience, preferably with some direct transaction background
  • Three+ years direct railroad and/or right of way real estate experience
222

Portfolio Manager Resume Examples & Samples

  • Reporting and analysis – development of specific programme reports for our top strategic priorities
  • The capture and analysis of the Global Portfolio Information to support the portfolio and strategic planning process
  • To support the development of our Global Portfolio Transformation Plan
  • To support the implementation and roll out of a consistent Stage Gating Process
  • The administration of the global project and programme stage gate for our top strategic priorities
  • To undertake periodic health checks on our top strategic priorities and develop Remediation Plans
  • To support the development and roll out of Portfolio Management “Best Practice” within IHG
223

Portfolio Manager Resume Examples & Samples

  • Drive the cross functional team to develop the financial position of a commercial proposal for management approval (CQA process). This requires cross functional leadership, global coordination, detail product and process knowledge and ability to analyze and challenge all inputs
  • Assist in the development, review and revision of the Product Line Strategic Plan (OPSP)
  • Monitor Product development status, develop and review BoM targets and progress against targets
  • Assist in facilitating regulat Portfolio management reviews and regular Portfolio routines
224

Portfolio Manager Resume Examples & Samples

  • Sustain profitability and growth of unit(s)
  • Provide strategic direction and leadership to pursue objectives of unit(s)
  • Create and maintain cost-effective programs for unit(s)
  • Actively ensure compliance with all US Bancorp policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy act, Information security and suspicious activity
  • BA/MBA in finance, accounting or other related field
  • Well-developed analytical decision-making and problem solving skills
225

Portfolio Manager Resume Examples & Samples

  • Evaluates and recommends appropriate credit structure, including the identification of covenants and other key provisions, provides guidance on risk and risk rating. Leads the underwriting process and finalization of the credit approval package
  • Coordinates all credit approval functions with Credit Risk Management when a higher level of credit approval authority is required
  • Participates in discussions with customer to obtain information necessary for approval and closing of transactions or on-going credit monitoring
  • Proactively monitors portfolio risk. Identifies weaknesses and trends. Monitors
226

Portfolio Manager Resume Examples & Samples

  • Calls on current or potential customers to solicit new deals
  • Investigates customer needs
  • Utilizes strong negotiation skills to structure FTHC investment
  • Interacts with clients to underwrite the credit package and document the transaction
  • Analyzes and underwrites the complete investment picture for approval
  • Prepares draft of commitment letter
  • Forecasting / Documentation
  • Generates investment level financial forecasts
  • Leads the legal documentation process
  • Reviews all legal documents to ensure accuracy
  • Administration / Asset Management
  • Reviews and approves construction draw requests
  • Reviews and approves cost certification for tax credits at construction completion
  • Generates monthly & quarterly portfolio level reports
227

Portfolio Manager Resume Examples & Samples

  • Partner with Account Director/Portfolio leader and functional managers to manage project pipeline and review portfolio resource capacity for current and potential projects
  • Act as the project manager on larger and more complex projects
  • Create schedules and estimates for larger,complex projects and provide schedule best practices and expertise on less complex projects
  • Drive cross project status meetings and other best practices as appropriate to enable on-time delivery of all projects
  • Provide project management process and tool support and guidance to all levels of Account Services roles
  • Drive process improvement efforts within your portfolio
  • Drive monthly resource forecasting activity for the portfolio
  • Work with functional managers to assign project resources
  • Daily re-leveling of resources between projects based on portfolio priority
  • Identify resource risks and gaps and work to resolve with Account Services, functional managers and portfolio leader
  • Collaborate with account services leaders to hire, train and develop the account services resources within the portfolio
  • 4+ years project management experience in an advertising or marketing environment
  • 2+ years client contact experience
  • Experienced with project management tools and familiar with best practices
  • Knowledge of marketing principles and common digital solutions
  • Demonstrated communication skills and focused, calm demeanor
  • Strong relationship-management skills
  • Ability to address and resolve conflict while preserving key relationships
  • Agency experience is strongly preferred
  • BA in business, marketing or a related field
  • Continuing coursework in Project Management is a plus
228

Portfolio Manager Resume Examples & Samples

  • Successfully implement a broad variety of investment strategies and apply to portfolios as appropriate for each client
  • Act as a resource to the senior portfolio manager and provide primary portfolio management back up while senior portfolio manager is unavailable
  • Maintain thorough daily knowledge of the financial markets as well as portfolio management products, including the rationale for underlying holdings and sector allocation decisions
  • Understand and discuss performance results. Maintain understanding of market developments specific to the product and communicate related information to clients and Financial Advisors
  • Assist in generating new business via conference calls with Sales personnel, FAs, and prospective clients
  • Develop strong professional relationships across functions such as portfolio management, sales, and marketing teams
  • Monitor all portfolio exception and compliance reports
  • Maintain accurate and timely client files and notes to insure all critical information is reflected
  • Supports the business by assisting the Portfolio Specialist in an entrepreneurial environment
229

Portfolio Manager Resume Examples & Samples

  • Develop deep discipline and market knowledge in Electrical & Computer Engineering to drive product development decisions
  • Assess global market demand for both print and digital opportunities across the portfolio
  • Scout for and sign new authors to build strong future content and product pipeline
  • Manage revisions and new product development including re-imagining existing content to drive digital innovation
  • Collaborate with Product Management to recommend discipline relevant technology roadmap improvements and new product models
  • Participate in cross-functional teams to define learner outcomes and align author content and product features to those outcomes
  • Highly analytical with the ability to synthesize multiple viewpoints into actionable plans
  • Excellent written and oral communication and presentation skills, with ability to communicate effectively for diverse audiences
  • Intellectually curious with a passion for education and a keen focus on the learner
  • Creative problem solver who uses data to inform decisions
  • Proficient in Microsoft Office (Excel, Word, PowerPoint)
230

Portfolio Manager Resume Examples & Samples

  • Formally Credit Trained
  • Demonstrates experience and judgment with credit decisions and analysis
  • Coach credit analysts on credit and customer interaction skills
  • Experience with non-profits and/or affordable housing is a plus
231

Portfolio Manager Resume Examples & Samples

  • Bachelor’s degree or combination of education and directly related experience
  • Has 3-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience
  • Chinese speaking preferred to service Greater China clients
  • Demonstrates strong underwriting and projection skills
  • Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
  • Develop problem loan credit solutions
  • Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the back to bring effective full service solutions to the company
232

Portfolio Manager Resume Examples & Samples

  • Portfolio Management: govern and track progress of each program, highlighting key deliverables, managing IT financials, and partnering with BU/Ops stakeholders on effectively sharing progress. Maintain portfolio scorecard across the team to quickly assess at risk areas
  • Financial management and ensuring programs are tracking within agreed upon budgets. Any increase scope goes through appropriate change management process and impact to budget is assessed
  • Expense management: manage the silos travel and entertainment budget and provide PAG head managers with periodic reporting against budget and forecast
  • Hiring and Onboarding: monitor the WM Tech Start Day Checklist report for any recent hires provisioned with an MSID who do not have a Start Day Checklist form submitted. Reach out to Hiring Managers to ensure form submitted. Monitor Start Day Checklist dashboard for GBT for any outstanding items
  • Minimum of 5 years financial services industry experience, preferably at a large top-tier firm
  • Minimum of 3+ years serving in a Project Management and/or Business Manager role
  • Strong communication and interpersonal skills, including the ability to develop and maintain effective relationships with users and colleagues globally
  • Strong organizational skills, including the ability to coordinate, prioritize, and manage multiple activities
  • Team player preferably with experience working within a global team or with colleagues based in remote locations
  • Results-oriented focus and a highly disciplined approach to meeting objectives
  • Flexibility to adapt to changing needs and requirements
  • Ability to prioritize, coordinate and complete tasks to meet deadlines
  • Proficient with MS Office applications: Excel, Project, Visio, Word, PowerPoint, and SharePoint
  • Familiarity with the personal wealth management industry and products
  • Business Management experience in a financial services capacity
233

Portfolio Manager Resume Examples & Samples

  • Development and implementation of client investment strategies
  • Evaluation of acquisition and disposition opportunities
  • Evaluation of portfolio performance
  • Development and implementation of acquisition funding strategies
  • Development and management of all aspects of the client relationship, including
  • Bachelor’s degree, preferably in forestry, business administration, finance, or economics
  • Graduate degree in a forestry related discipline or business is desirable
  • Several years of experience in the forestry, timber, or forest products industry is desirable. Experience in financial services would be a significant plus
  • Client service orientation. Prior experience working with clients in an advisory role will be an advantage
  • Ability to work at all levels in an organization, have excellent relationship building skills, and be a team player
  • Organizational skills and the ability to efficiently manage several diverse tasks at the same time to meet required deadlines
234

Portfolio Manager Resume Examples & Samples

  • Provides day to day leadership oversight for assigned project team(s)
  • Establishes and champions special training programs and centers of excellence across geographical locations to ensure that all best practices related to project management are in alignment with PMO best practices, operationally consistent across all products within Digital Channels Professional Services (DCPS), and incorporated into our Project Management onboarding process
  • Enhances the MOB competency levels of existing Project Managers by defining behaviors/skills within the competency model framework, identifying skill gaps, and outlining plans to close those gaps
  • Uses a wide variety of methods, such as coaching, on the job experience, training etc. to develop the Project Management delivery team talent
  • Builds alignment on project/program management delivery team by mobilizing organizational changes
  • Ensures delivery adherence to and proper usage of standard project/program management practices
  • Establishes delivery oversight mechanisms (e.g., project quality reviews, stage gates) to proactively review the performance of programs/projects within the portfolio, eliminating surprises and ensuring efforts are on track
  • Provides executive visibility into performance, health, and key risks/ issues for assigned programs/ projects
  • Evolves program/ project delivery capability through the definition and refinement of methodologies, tools, supporting education avenues, etc
  • Bachelor’s degree and/or equivalent relevant work experience. Degree in CS, IT or Business preferred
  • 3+ years in client facing delivery leadership roles (project management, program management)
  • Minimum of 5+ years of experience in large-scale project/program management environment or in large-scale client facing project/program management environment or relevant consulting experience
  • Strong communication and presentation skills with the ability to interact at all levels of the organization
  • In depth experience with actively leading and participating with an environment that utilizes project management governance best practices
  • Proficient with Project Management tools such as MS Project, MS Excel and Team Foundation Server
  • 3+ years in client facing delivery leadership roles (project management, program management) specific to Licenses Mobiliti product/ DC PS
  • Project Management Professional (PMP, PgMP) certification or equivalent
  • Six Sigma Black Belt certification
  • Knowledgeable on business operations, practices, policies and procedures relevant to his/her current role. Demonstrates an understanding of the Fiserv products, the meaning and implications of key business indicators and critical business issues
  • Up to 25% travel
235

Portfolio Manager Resume Examples & Samples

  • Directs the efforts of others and provides oversight into all aspects of project delivery—both at the tactical and strategic levels
  • Manages the hiring, staffing and maintaining of an effective workforce, which includes career development, performance management, and pay management for team members
  • Responsible for ensuring that all project managers consistently adhere to the NTT standard project management methodology throughout the project lifecycle, as aligned to PMI Project Management Body of Knowledge (PMBOK)
  • Understands service offerings to aid in formulating and articulating new business opportunities to support the customer’s strategic direction and NTT’s growth
  • Communicates and translates NTT vision/strategy to staff
  • Responsible for executing and managing functional and business goals for the group including budgetary goals and objectives
  • Influences individuals regarding issue resolution, problem solving, or championing the project management value proposition
  • Ensures critical outcomes are met for each project, program and/or portfolio for which they are responsible, or their staff is responsible, in the nine PMI PMBOK project management areas (see Project and Program Management job family)
  • Ensures that effective project controls are in place to monitor project performance
  • Provides effective performance reporting for the customer and NTT
  • Understands the links and dependencies between the projects and other in-flight projects and/or business initiatives
236

Portfolio Manager Resume Examples & Samples

  • Uses knowledge of equity investment products, investment principles, portfolio management and risk management to manage all aspects of equity index portfolios
  • Executes trading strategies for assigned index portfolios that meet or exceed the performance standards consistent with their investment objectives
  • Leads implementation of transactions costs analysis and performance attribution for portfolios
  • Promotes professional development and growth of other team members
  • Acts as a key contributor to inter-department teams to identify and develop new investment products
  • Effectively resolves portfolio and client issues
  • Updates and delivers presentations and investment reviews for internal clients; may also present to external clients
  • Maintains constructive relationships with providers and issuers, as well as clients (both internal and external)
  • Provides support to Sales and Consultant Relations teams
  • Leads special projects and performs other activities as assigned
  • Advances organisational integration of the global equity index teams and processes
  • Undergraduate degree and CFA, MBA or equivalent required
  • Eight to ten years related business experience, with minimum five years equity investment experience
  • Knowledge and experience in the use of security and portfolio analysis systems
  • Strong verbal and written communication skills. Ability to articulate complex investment topics to a variety of audiences
237

Portfolio Manager Resume Examples & Samples

  • Assist relationship managers in the closing and documentation of new and existing credit facilities and attend loan closings
  • Assist relationship managers with calls on new and existing bank clients and attend calls
  • Support relationship managers in the preparation of loan submission packages for new loans and renewals of existing loans including financial spreads, cash flow statements, commercial real estate models and ROE models
  • Direct financial statements to commercial credit analysts for spreading and analysis
  • Research and draft company reports for new and existing clients, including company histories, financial analysis, collateral analysis, global cash flow analysis, and strengths and weaknesses of any loan requests
  • Research and draft industry reports for existing and potential customers from available public information, trade publications, and additional resources
  • Compile targeted potential business client lists for relationship managers to utilize in business development
  • Assist relationship managers with preparing loan packages, exceptions, credit file maintenance, credit monitoring requirements, preparation for portfolio reviews and required covenant maintenance
  • Provide back-up support for managing the internal audit, external audit and examination process with respect to lending
  • Perform other related duties as assigned such as deposit account openings, credit checks, ordering appraisals or environment reports
  • Ability to effectively communicate information and respond to questions from groups of managers, clients, customers, and the general public
  • Ability and motivation to make sales calls; and,
  • Ability to analyze a credit application for completeness and for documents needed on all types of loans
  • Bachelor’s degree; and,
  • Over 5 years of personal, commercial or wealth management (private banking) experience
238

Portfolio Manager Resume Examples & Samples

  • Interact with other departments within the company to facilitate the timely resolution of issues or challenges
  • Be the liaison for the bank for all agency relationships
  • Responsible for preparing the staff and loans for agency audits, as well as preparing written responses to any findings and for the implementation of any required changes by the agencies
  • Four-year college degree and/or five years commercial real estate servicing experience, including agency servicing
  • Property inspection certified
  • Experience in preparing departmental annual budgets
  • Experience in drafting departmental policy and procedure manuals
239

Portfolio Manager Resume Examples & Samples

  • Manage an integrated prospect experience leveraging inbound/outbound tactics, including email / SMS marketing and messaging
  • Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
  • Be subject matter expert for email /SMS marketing and champion best practices within the organization
  • Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
  • Execute, report on and continuously optimize email marketing campaigns
  • De-construct competitive best practices in email marketing from leading brands
  • Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
  • Develop contact management strategy to influence customer experience and relationship deepening
  • Manage messaging stream, cadence & strategy across marketing/deepening, and account servicing emails with an understanding of impact to lifetime value
  • Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
  • Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals
  • Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
  • Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
  • Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
  • Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
  • Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership
  • 10+ years' experience in a business related role; minimum 5+ years' experience in digital marketing (prefer a focus on integrated demand generation)
  • Financial services experience is a plus and/or experience in regulated industries
  • Understand marketing technologies and methodologies
  • Demonstrable experience leading and managing email marketing and marketing database segmentation
  • Experience in identifying target audiences and driving qualified traffic through email / SMS campaigns that engage, inform and motivate
  • Passionate/knowledgeable about optimized design and user experience
  • Strong analytical skills and data-driven thinking
  • Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills
  • Experience with A/B and multivariate tools/techniques
  • Experience managing and forecasting budgets and performance across marketing channels
  • Demonstrated ability to work with external agencies and manage day to day interactions
  • Innovative thinker -- willing to consider novel approaches to solving difficult problems
  • Energetic -- high energy, willing to work hard and enjoy success and willing take risks
  • Self-starter -- driven to get results, needing little or no management oversight
  • Passionate -- always strive for excellence and have pride in your work
  • Bachelor's Degree required, MBA preferred
  • LI-LT1
240

Portfolio Manager Resume Examples & Samples

  • Interface with existing municipal and nonprofit customers in-person, over the phone and email to maintain customer relationship and obtain information needed for periodic credit reviews
  • Work closely with the Loan Officers to develop the client relationship and ensure a timely credit process
  • Gather and analyze necessary information to present a financing request to senior management or Loan Committee for approval; recommend acceptance to the Municipal Finance Director
  • Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within your portfolio; approve loan disbursements in accordance with agreements
  • Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees
  • Handle various other underwriting, closing and portfolio management and upkeep tasks and responsibilities
  • Bachelor’s degree from a four-year college or university; and five (5) or more years of related experience and/or training or the equivalent combination of education and experience
241

Portfolio Manager Resume Examples & Samples

  • Acts in the Agile Product Owner role
  • Aligned with a Business Area to develop a deep understanding the vision and objectives
  • Engages with key Stakeholders to create a clear understanding of the overall portfolio of intent
  • Serves as the primary point of contact between IT and the Business Area
  • Prioritizes the work to be done by the dedicated Agile Team(s) over various iterations, i.e. Backlog
  • Ensures the Backlog and User Stories are actively managed/groomed and transparent
  • Acts as the primary point of contact for the Agile Teams for questions around intent
  • Works closely with the Agile Team to ensure completed work meets the needs of the Stakeholder(s)
  • Collaborates with other Portfolio Manager to share opportunities and learnings
  • Helps the Agile Team to continuously improve their ability to deliver
  • Works with Stakeholders to define minimum viable product (MVP)
  • Deep understanding of Agile and its various implementations (Scrum, Kanban, etc.)
  • 5+ years working with Business partners in shaping strategy and requirements
  • 3+ years acting in a Product Owner (or similar) role
  • 3+ years of Agile Software Development Experience
  • Experience in transforming teams and organizations to new methodologies and mindsets
  • Experience with the Scale Agile Framework (SAFe)
  • Familiarity with a DevOps mindset and its practices
  • Familiarity with Design Thinking
  • Experience with the technology landscape that enable responsive delivery including Containers, Cloud, and Continuous Delivery
  • Lifelong learner open to pursuing new ways of thinking
  • Excellent collaboration and listening skills
  • Comfortable with change and ambiguity
  • Motivated by supporting the Mission and Objectives
  • Drives responsive organizational transformation based on trust and ownership
  • Can break a broad vision into smaller pieces of value
  • Demonstrates business acumen and ability to influence
  • Interact effectively with technical and non-technical roles
242

Portfolio Manager Resume Examples & Samples

  • Participation in client review meetings and pitch presentations
  • Contribution to the development of the investment process and identification of investment and business opportunities
  • Customize factor based equity strategies and multi asset solutions
  • Review optimization outcomes and check for consistency with management guidelines and process
  • Self-motivated and able to work independently, yet be a team player
  • Macroeconomic knowledge and ideally also econometric software skills (preferably R)
  • Excellent German and English are required, additional languages a plus
243

Portfolio Manager Resume Examples & Samples

  • Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
  • Previous analytical experience (analyzing problems and analyzing results)
  • Ability to work in a fast-paced, dynamic environment
  • Experience in Agile Scrum practices
  • Experience working on Corporate applications (HR, Finance/GL, Risk)
  • QA Lead experience
244

Portfolio Manager Resume Examples & Samples

  • Provides direction to leadership to ensure accurate expense management and linkage to portfolio financials
  • Acts as a primary lead for financial forecasting, planning and management
  • Accountable for the data held within Clarity for the portfolio supported
  • Drives progress towards Shareholder goals and metrics and provides financial consultation by maintaining close relationships with Vice Presidents and Directors
  • Works alongside the Finance organization to perform monthly financial tasks (accruals/reclasses, etc.), reconciles costs and manages the risks and opportunities to deliver to plan
  • May be required to undertake coaching and guidance to the Portfolio and Business Management community
  • Required to promote Portfolio and Business Management best practice through formal and informal networks
  • Participates in the investment decision-making process with the business, by ensuring provision of information concerning specific business opportunities where technology can enhance the value of the business
  • Provides recommendations on re-prioritization of the delivery plan where necessary
  • Monitors and tracks multiple portfolios against delivery, cost, budget, forecast, schedule and quality targets
  • Using reporting tools, monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues
  • Working knowledge of Word and PowerPoint preferred
245

Portfolio Manager Resume Examples & Samples

  • Guiding the evaluation and prioritization of projects by the Pharma Procurement LT (GPP-LT). This is to balance business needs, strategic roadmap/objectives and timing with the fit within financial and staff capacity constraints
  • Overseeing the planning, staffing, governance, execution and tracking of activities and projects in Pharma Procurement. Ensuring a project methodology is adopted and used by project leads and teams
  • Cascading goals into projects and identifying performance gaps between expected returns and targets. Where there are gaps to meeting strategic objectives, you will work with GPP leaders to charter gap closure activities
  • Tracking and reporting on programs and projects – establish reporting mechanisms, cadence, escalation pathways, and response plans. You will identify and track installation and realization metrics
  • Participating in GPP Goal setting and Strategic Planning sessions and related processes. You will ensure strategic project portfolio supports the objectives of the plan
  • Ensuring regular and meaningful portfolio communications, including dashboards, reports and metrics, to enable timely information and analyses to key stakeholders and decision makers
  • Over time tracking and keeping up to date the worldwide capacity assignments (people and cost) to operational tasks and activities within Procurement in Pharma
246

Portfolio Manager Resume Examples & Samples

  • Minimum 4+ years of banking experience with minimum 1-2 years of direct portfolio management experience
  • Strong underwriting and credit skill set
  • Problem solver who thrives in structured setting yet able to function independently
247

Portfolio Manager Resume Examples & Samples

  • Responsible for maintaining desired internal financial benchmarks within the portfolio as defined by the Account Executive, General Manager & Field Manager
  • Manage financial performance by maintaining an acceptable P&L performance through management of overall operating procedures and policy
  • Provide input in asset management decisions and capital expenditures
  • Review and present all information to owners. Includes monthly financial reports and performance reports and business plans
  • Review and sign service contracts
  • Proactive and preventive maintenance programs to avoid cost and equipment failures
  • Follow-up and control of select capital and all expense projects to ensure quality
  • Manage over one million square feet of commercial & industrial facilities
  • Shared responsibility for all expense and select capital budgets in excess of $2 million
  • Trend, track and ensure all department results are achieved
  • Ensure standards for business conduct, ethics, training and safe workplace
248

Portfolio Manager Resume Examples & Samples

  • Index portfolio management of global credit focusing on US and European credit
  • Maintain oversight of portfolios managed by global counterparts ensuring a deep understanding of portfolio positioning and client guidelines
  • Develop and maintain clear communication with global counterparts for co-management of portfolios
  • Investment of daily client subscriptions and ensure redemptions are dealt with in an efficient manner
  • Maintain general portfolio allocations and consistency with the group’s portfolio strategy
  • Maintain overall portfolio compliance and organize the resolution of issues with the appropriate individuals
  • Monitor orders throughout the day and resolve of any data/compliance issues
  • Partner with Product Strategy to handle client enquiries and resolve issues by escalating matters to relevant parties including operations, compliance and risk in a timely fashion
  • Monitor corporate actions and process corporate actions elections for team as needed
  • Produce daily, periodic and ad hoc reporting required by product strategy or client facing teams
  • Establish strong business relationships with numerous internal teams (Business Management, BRS, GPAS, BPI, Operations, Compliance, Onboarding, Trading, RQA, etc.)
  • 8+ years’ industry experience with 5+ years’ experience in managing US investment grades credit vs a benchmark
  • Demonstrates sound knowledge of US credit market dynamics including liquidity
  • Knowledge of Euro credit and/or Asia credit a benefit
  • Demonstrated knowledge of managing T-costs and minimizing tracking error. Strong process-oriented background including introduction of controls and procedures. Able to demonstrate keen awareness of operational risk issues
  • Basic understanding of relative value trading, performance attribution and benchmark construction
  • Ability to screen and monitor credit ratings
  • Understanding of derivatives in FX, rates and credit markets (options, IRS, CDS, etc.) is a plus
  • Demonstrated planning and organization skills and proven ability to work efficiently under pressure
  • Ability to work with challenging situations in a mature manner
  • Ability to multi-task and work in a fast-paced environment
  • Sound judgment, professionalism and discretion
249

Portfolio Manager Resume Examples & Samples

  • Lead Portfolio Manager across diversified group of model based strategies
  • Develop and maintain models across the Tailored Discretionary Portfolio (TDP) strategies
  • Participate in investment meetings and work closely with other CIM portfolio managers and analysts to share views on market events and analysis
  • Monitor existing investments across Citi Income Portfolio
  • Develop and maintain models across the TDP (Tailored Discretionary Portfolio) strategies
  • Knowledge of financial markets
  • Master’s Degree and/or CFA preferred
  • At least 5 years’ experience in investments/portfolio management
  • Highly motivated self-starter, results-driven and teamwork oriented
250

Portfolio Manager Resume Examples & Samples

  • Coordinates the reporting of portfolio information and execute relevant controls on a daily and monthly basis
  • Integrates databases of Financial Control and Risk Exposure
  • Integrates the RWA information
  • Creates management reports of Exposure, Income and RWA
  • Improves the processes’ in place to monitor the portfolio performance and the P&L distribution between product teams and the Loan Book
  • Monitors and improves the quality of the data reflected in Almenara and global and local credit risk systems
  • Develop and improve reconciliation processes, technology interfaces and data analysis practices
  • Supports the follow up of Economic and Regulatory Capital figures
  • Detects and solve incidences with regards to RORAC and RORWA
  • Supports the definition of a robust capital management strategy within GBM
  • Ensures US maintains adherence with global policies
  • Provides information needed by the global team
  • Provides feedback on the suitability of global policies and propose improvements
  • Bachelor’s Degree in Mathematics, Computer Science or related area required from an accredited college/university
  • MBA or Masters Degree preferred; CFA preferred
  • 4 years of experience in portfolio management GBM product set – derivatives, Syndicated Loans, Project Finance, Trade/Export Finance and Cash Management services
  • Ability to work unsupervised for a large portion of the time, yet to be collaborative when necessary
  • Excellent inter-personal skills to build relationships with a number of people and groups at all levels
  • Excellent understanding of all current and proposed regulations in general
  • Strong and authoritative character and persona
  • Understanding of the GBM product set – derivatives, Syndicated Loans, Project Finance, Trade/Export Finance and Cash Management services
  • Excellent knowledge of Microsoft office suite, particularly PowerPoint Excel and Word
  • Ability to multi-task and self-prioritize a heavy workload