Portfolio Senior Manager Resume Samples

4.5 (81 votes) for Portfolio Senior Manager Resume Samples

The Guide To Resume Tailoring

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

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

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

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

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

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

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
RR
R Ratke
Rossie
Ratke
4397 Spinka Extensions
Los Angeles
CA
+1 (555) 739 4721
4397 Spinka Extensions
Los Angeles
CA
Phone
p +1 (555) 739 4721
Experience Experience
Phoenix, AZ
Portfolio Senior Manager
Phoenix, AZ
Hane, Torp and D'Amore
Phoenix, AZ
Portfolio Senior Manager
  • Guide Business Relationship Manager (i.e. training concepts, communications)
  • Improve relationships to BASF peer groups as well as educational facilities for continual optimization of strategies, methodologies and portfolio
  • Derive IS portfolio and lifecycle management for Non-captive business
  • Act as product manager
  • Own Continual Portfolio Improvement - COPI
  • Market the global portfolio (e.g. promotion, segmentation, differentiation, standardization, harmonization, innovation and efficiency)
  • Steer right level of services differentiation on assigned areas (region, portfolio)
Philadelphia, PA
IT Portfolio Senior Manager
Philadelphia, PA
Gorczany-Ebert
Philadelphia, PA
IT Portfolio Senior Manager
  • Provides daily management and guidance; acts as a source of expertise for business project managers
  • Provides daily management and guidance; acts as a source of expertise for project managers
  • Establish and execute program governance, communications plan, escalation and change management processes
  • The Sub-Portfolio Lead is also a people leader responsible for leading a team of project/program managers
  • Ensure compliance with all project management standards – existing and new out of new EPPS organization
  • Provide Enterprise Portfolio Dashboard for Corporate Services Strategic projects
  • Manage the overall roadmap for implementation of the Service Requests activities
present
Los Angeles, CA
Senior Devices Portfolio Manager
Los Angeles, CA
Wolff and Sons
present
Los Angeles, CA
Senior Devices Portfolio Manager
present
  • Prioritize development efforts in line with business objectives and communicate with development teams
  • Ensure compelling training modules are developed for the internal sales organizations and channel partners
  • 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
  • Provide product management support during the development process helping to make tradeoffs involving features, schedule, cost, pricing, solution positioning, and lifecycle management
  • Develop the customer value proposition to positively differentiate our product in the market
  • Manage the New Product Introduction process for successful market penetration
  • Maintain and communicate 1-2 year solution roadmap
Education Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
Belmont University
Bachelor’s Degree in Computer Science
Skills Skills
  • Deep knowledge of IS services/industry/SC/Logistic
  • Knowledge in service management or ITIL
  • Strong networking skills
  • Sustainability
  • Act with entrepreneurial drive
  • Embrace diversity
  • Develop self and others
  • Collaborate for achievement
  • Communicate efficiently
  • Drive for innovation
Create a Resume in Minutes

15 Portfolio Senior Manager resume templates

1

Senior Manager, Partner Rewards Portfolio Resume Examples & Samples

  • Develop and manage repeatable half year partner rewards planning cycle and approvals across the company with representation from Sales, Marketing, BU, and Channel leadership
  • Design and implement company standards for measuring and monitoring rewards costs vs. bookings and responsible for ensuring portfolio of costs are within acceptable range of budget
  • Lead cross-functional forecasting efforts on behalf of Partner Rewards working collaboratively with Finance, Revenue, and Analytics teams
  • Work with Partner Rewards program managers to review business cases, financial models/forecasts, along with ROI and manage efforts with Finance and Revenue to integrate changes into corporate revenue and bookings accruals
  • Coordinate organization Quarterly Business Reviews and Partner Rewards Portfolio overview published quarterly
  • Oversee Operating Expense budget for Partner Rewards organization
  • Manage 3+ direct reports and consultants as needed depending on project volume and complexity
  • Lead projects of various sizes/scope across partner rewards programs that deliver improved user experience, internal oversight/controls, and/or bookings performance
  • Identify and drive requirements for the business process and system infrastructure needed to support projects
  • Develop the launch plan and timelines necessary to implement projects and deliverables
  • Develop the key performance metrics and track those metrics back to the business objectives of the project
  • Create internal and external documentation necessary to manage projects effectively, communicate project launches, and define business process or instructions needed to leverage deliverables effectively
  • Manage feedback on the projects and deliverables once launched and effectively implement a roadmap of change that supports the VMware business objectives
2

Cpb-senior Asia Fixed Income Portfolio Manager Resume Examples & Samples

  • 1) Manage Asia Fixed Income Portfolios
  • Minimum of 10 years experience in managing Asia Fixed Income portfolios, specializing in US$ Asia credit markets. Candidates with a past investment track record is highly desired
  • Bachelor's Degree required, preferably in finance, accounting, business or related field. MBA and/or CFA preferred
  • Chinese (Cantonese and/or Mandarin) language skill is highly desired
  • Outstanding quantitative and qualitative analytical skills
  • Ability to develop and articulate investment process
  • Highly motivated with demonstrated ability to manage conflicting priorities and requests
  • Excellent interpersonal skills with ability to maintain relationships at all level in organization
  • Ability to take initiative and function independently in a team oriented environment
  • Maintain high standards of professional and ethical conduct
3

Senior Execution Lead / Portfolio Manager Resume Examples & Samples

  • Track-record in delivering global programs with cross-functional impact on-time and on budget
  • Demonstrated ability as a project coordinator and/or BA
  • Acted as a key contributor on multiple projects simultaneously
  • Finance/accounting designations or experience are an asset
  • Demonstrated experience in establishing control processes, tools, standardized reporting and artifacts
  • General knowledge of factors affecting the CM business
  • Strong understanding of financial planning and reporting concepts and specific policies and procedures within RBC Finance
4

Senior Cards Portfolio Manager Resume Examples & Samples

  • Ensure compliance to Bank controls , policy , service standards and procedures as laid down by the bank
  • Ensure all mandatory training completed to deadline and understood within given timescales
  • All risk events (incidents) or control failures to be escalated, investigated, reported and fixed at root cause to prevent reoccurrence
  • Successful independent conformance assurance (e.g .RCA, BIA, Regulatory Compliance, PwC)
  • Excellent numerical skills
  • Interpersonal skills
  • Team working ability
5

Senior Passive Fixed Income Portfolio Manager Resume Examples & Samples

  • Manages Fixed Income index funds and/or client portfolios within expected risk limits and achieves performance consistent with stated client objectives
  • Ensures that securities held in portfolios are appropriate for the goals of the client and monitors results for consistency
  • Researches and implements sophisticated trading strategies to maximise investor wealth
  • Identifies opportunities to improve efficiency and mitigate operational risk
  • Index rates and credit experience
  • Client servicing experience
  • Knowledge of securities markets acquired through work experience, to profitably manage portfolios. Knowledge of fiduciary responsibilities and the legal and regulatory contexts within which investment decisions are made, acquired through formal education and work experience, to ensure that investment activities are in compliance with applicable laws, codes, and regulations
6

Senior Multi Asset Class Portfolio Manager Resume Examples & Samples

  • Manage team of portfolio managers
  • Actively participate in the MACS Investment Process, including participation in the investment committee
  • Develop and manage portfolio construction processes; specifically identifying opportunities for improved risk/return characteristics and implementation of thematic investment ideas
  • Proactively oversee investment models and portfolios; specifically managing portfolios in response to market movements and client requests
  • Write monthly portfolio commentary describing portfolio construction, performance, and positioning vis a vis CPB investment views
  • Draft client investment policy statements, and commensurately develop portfolios, for customized client mandates, as well as provide ongoing discretionary management and oversight
  • Prepare and conduct investment reviews with clients, as well as internal partners (bankers / investment counselors)
  • Minimum Bachelor’s degree, Advanced Degree welcome; Business, Finance, Economics, related
  • 15+ years of industry experience: Portfolio Management, Asset management, Investment Sales
  • Strong communication skills a must, both written and verbal
7

Senior CRE Portfolio Manager Resume Examples & Samples

  • Partner with loan officers to effectively administer the management of assigned Commercial Real Estate relationships
  • Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews
  • Demonstrates strong analytical skills, including underwriting of CRE properties and markets; and guarantor financial statements, including real estate schedules
  • Demonstrates strong proficiency in Word, Excel, PowerPoint
  • Demonstrates knowledge of commercial lending software
8

Senior Manager, Region Portfolio Resume Examples & Samples

  • Relationship Management – Internal & External
  • Standards & Controls
  • All Premises and Administration staff and CRE staff
  • Line Executives and Senior Management within BMO, Wealth, Capital Markets, Corporate and Personal and & Commercial Banking
  • In depth knowledge of commercial office leasing in U.S. markets, commercial lease negotiations and the strategic planning process
  • Advanced knowledge of
  • Asset management
  • Lease negotiation
  • Appraisals
  • Property management
  • Current & evolving real estate market conditions
  • Operations, design and construction
  • Strong analytical skills a necessity
  • Demonstrates understanding of the dynamics of effective strategic and tactical planning in office, private wealth management and capital markets environment
  • Detailed working knowledge of real estate markets and market conditions in the U.S
  • Working knowledge & exposure to financial institution office operations, design and construction
  • Seasoned strategic thinker and leader with conceptual and big picture thinking abilities
  • Strong collaboration skills
  • Strong understanding of customer experience, loyalty and advocacy
  • Self-confidence
  • Advanced skills in lease negotiations, business case development and presentations
  • Exceptional relationship management and interpersonal skills with the ability to effectively work with a diverse group of individuals including peers, internal partners, external partners and consultants
  • Strong presentation skills including facilitation
  • Strong managerial skills
  • Strong influencing skills with the ability to persuade
  • Ability to interact at diverse levels within the organization
  • Superior analytical and problem solving skills with a strong propensity for decision making
  • Fully proficient in related computer applications (MS Office suite, SharePoint, live meeting, etc…)
  • Experienced in leading a team
  • M&I due diligence experience
  • Possesses minimum 10 years professional real estate industry experience
  • Experience in program development and management
9

Senior Tactical Portfolio Manager Resume Examples & Samples

  • Tactical Asset Allocation
  • Macroeconomic and market focus
  • Client relationship
10

Senior Manager Demand Portfolio Resume Examples & Samples

  • 5+ years of experience in Project Management focused on interacting with a variety of cross-functional, cross-geographical teams
  • 5+ years of experience in successfully leading and managing large, complex projects. Must have resource management experience
  • Must have business case development experience with adequate finance skills
  • Superior project planning skills with ability to facilitate activities across management level
  • Able to see the big picture, speculate and conceptualize outcomes and identify trends
  • Excellent ability to listen and communicate across all levels of the organization, including to the most senior executive levels
  • Strong quantitative and analytical reasoning skills
  • Proven leadership with effective negotiation, interpersonal and partnering skills
  • High degree of organizational and time management skills, with attention to detail
  • Team oriented, strong collaborator
  • Strong, effective decision making skills
  • Excellent ability to handle multiple tasks under tight deadlines
11

Portfolio Senior Manager Resume Examples & Samples

  • Have independent and full global steering of allocated parts of portfolio, segments, product groups, business partners and regions
  • Act as product manager
  • Have independent, full and global steering of IS benchmark strategy
  • Capture business partner demand proactively
  • Derive IS portfolio and lifecycle management for Non-captive business
  • Improve relationships to BASF peer groups as well as educational facilities for continual optimization of strategies, methodologies and portfolio
  • Functionally lead cross-unit, cross region and situational (i.e. architects, programs)
  • Must have at least 10 years industrial experience in IT/IS Strategy & Enterprise Architecture, SC Operations and or Business Relationship Management
  • Global IS Services Operations a plus
  • Knowledge in service management or ITIL
12

Senior Manager, Trmis Portfolio Resume Examples & Samples

  • University Degree. PMP Certification preferred
  • 15+ years of experience in solving complex technical problems and implementing large projects
  • Strong leadership and communication skills especially at an executive level
  • Experience in a high transaction, large/ complex/ matrix business environment ideally within Financial Services
13

Senior RE Portfolio Manager Resume Examples & Samples

  • Lead the analysis, recommendation, and processing of highly complex loan and borrower transactions
  • Work with borrowers and legal counsel to successfully negotiate all forms of mortgage related transaction documents
  • Conduct research, review documents, and interact with co-workers and 3rd parties to ensure understanding of any potential issues that could affect PL's collateral
  • Provide opinion and recommendation to senior management while protecting Pacific Life's position as lender and mitigating potential risk associated with such transactions
  • Ensure smooth and timely closing of such transactions
  • Review and interpret loan documents, borrower organizational documents, and mortgage loan investment summaries to become familiar with and understand highly complex loans. Abstract important loan terms, covenants, deadlines, and reporting requirements
  • Provide written and oral presenations to senior management regarding portfolio performance and loan/borrower transactions
  • Collaborate with senior management and the team to ensure early identification of troubled assets. Special Servicing support as needed
  • Provide direction and guidance to team's portfolio managers and analysts, as needed
  • Bachelor's degree with emphasis in finance, accounting, or economics required; MBA or CPA strongly preferred
  • 10+ years of experience in commercial loan servicing or commercial real estate law
  • Strong experience and aptitude for reviewing and interpreting highly complex loan and legal documents
  • Strong analytical and risk assessment skills
  • Excellent verbal and written communication skills in order to present to and work with senior management, borrowers, and other 3rd parties
  • Excellent organizational and time management skills. Ability to prioritize workflow and deadlines, self-starter with the ability to work both independently and as part of a team
  • Strong in Microsoft Word, Excel, Outlook, and the ability to quickly learn new program applicaitons
14

Senior Devices Portfolio Manager Resume Examples & Samples

  • Analyze business opportunities to grow the portfolio both organically and inorganically
  • Develop the customer value proposition to positively differentiate our product in the market
  • Provide product management support during the development process helping to make tradeoffs involving features, schedule, cost, pricing, solution positioning, and lifecycle management
  • Define and communicate product positioning and key product message to regional sales enablement teams and work closely with Marketing Communications on the content of product marketing collateral
  • Ensure compelling training modules are developed for the internal sales organizations and channel partners
  • Manage the New Product Introduction process for successful market penetration
15

Enforcement Action Portfolio Senior Manager Resume Examples & Samples

  • 10+ years of direct, relevant experience in financial service control, compliance, audit, or regulatory management
  • Bachelors degree required; advanced degree preferred
  • Extensive project management experience with the proven ability to develop large scale complex initiatives to be implemented by cross functional teams across multiple lines of business
  • Strong communication, reporting, presentation and influencing skills across multiple levels of management
  • Strong business acumen with the ability to work across multiple lines of business/products
  • Strong understanding of regulatory risks and demonstrated ability to correlate those risks to existing and future business practices
  • Experience with issues resolution including root cause analysis, mitigation plans, and remediation activities
  • Detail oriented, with proven ability to question and identify opportunities within existing processes and business practices by leveraging previous experiences and knowledge of Consumer businesses and the Regulatory environment
  • Strong relationship management skills with ability to deepen relationships and build partnerships across the Consumer businesses and key functional support areas like Internal Audit, Legal, Compliance, Operations and Control functions
  • Pragmatic problem-solver, forward thinker with independence of thought. Demonstrates ability to effectively challenge across lines of management
  • Self-motivated with a passion for establishing and maintaining a culture of control within the Consumer businesses
  • Strong people management skills with the ability to lead in a dynamic and fast-paced environment, both within their immediate team and cross-functionally
16

Senior Director Fixed Income Quant Portfolio Manager Resume Examples & Samples

  • Manage quantitatively based fixed-income investment portfolio(s)
  • Work effectively to balance the demands of investors, market opportunities, and model driven portfolio needs, to successfully execute investment strategies and optimize risk-adjusted returns
  • Collaboratively develop quantitative models (e.g. factor based / smart beta) to enhance portfolio construction and guide successful implementation
  • Develop analytical tools and guide quantitatively-based investment research
  • Work collaboratively with fellow portfolio managers, trading specialists, investment staff and business partners
  • 7-10 years of quantitative fixed income portfolio management or related experience
  • Solid knowledge of quantitative investing discipline with emphasis in Fixed Income markets
  • Seasoned professional with proven judgment and experience in fixed investment markets
  • Results-oriented, team player, independent thinker, effective communicator, as well as serving as a coach and mentor to junior staff
  • Experience with major fixed-income analytical platforms
  • Experience with fixed income exchanged traded funds (ETF)
  • Fixed income securities trading experience desirable
  • MBA or similar business degrees preferred
  • Advanced degree in quantitative finance and/or natural sciences
  • Excel Macro/VBA, database/SQL, statistics software knowledge desirable
17

IT Portfolio Senior Manager Resume Examples & Samples

  • History of strong leadership focused on a collaborative, results-oriented culture
  • Outstanding organizational, communication, interpersonal, relationship building skills conducive to collaboration; able to lead in a cross-functional, matrix management environment
  • Ability to establish credibility and rapport with Senior Executives and technical and non-technical team members
  • Excellent analytical and problem solving skills with a history of hands-on project management of large and small initiatives
  • Ability to work under tight deadlines while being flexible and responding to changing business and technical conditions
  • Master's degree in Business Administration
  • Experience working with software development teams in an internal cloud-based IT organization, with strong preference for those who have managed in Agile/scrum environments
18

IT Portfolio Senior Manager Resume Examples & Samples

  • Provide Enterprise Portfolio Dashboard for Corporate Services Strategic projects
  • Manage the overall roadmap for implementation of the Corporate Services activities
  • Ensures consistent application of program and project management practices and enables delivery of predictable outcomes
  • Establish and execute program governance, communications plan, escalation and change management processes
  • Tracking and Reporting – Monitors Corporate Services Strategic projects from initiation through delivery
  • Communication – Serve as central point of contact for leadership and other implementation teams
  • Provides daily management and guidance; acts as a source of expertise for business project managers
  • Ensure compliance with all project management standards – existing and new out of new EPPS organization
  • Lead annual Planning with Finance Lead
  • Accountable for ensuring overall program and project delivery, schedule and budget attainment, and effective management of leadership expectations in achieving overall desired outcomes, results and deliverables
  • Strategically partner and collaborate with IT partners and IT peers in defining and deploying strategies that ensure investments enable the achievement of tactical and strategic IT goals
  • The Sub-Portfolio Lead is also a people leader responsible for leading a team of project/program managers
19

IT Portfolio Senior Manager Resume Examples & Samples

  • Advanced training and experience in industry standards and best practices
  • Project Management and Rapid Implementations (PMI and SDLC)
  • Proven success at rapidly completing high priority and/or highly sensitive projects
  • Proven success at working across an enterprise (5,000 employees and greater), and within all levels of an organization
  • Demonstrated strengths at thriving in highly ambiguous and evolving environments, as well as high profile, urgent situations
  • Manage the overall roadmap for implementation of the Service Requests activities
  • Tracking and Reporting – Monitors Service Requests from approval through delivery
  • Provides daily management and guidance; acts as a source of expertise for project managers
  • 10 to 12 years organizational development, process improvement, or project management experience
  • IT / Technical background, at least 8 years experience
  • Demonstrated experience in cross-functional, cross-disciplinary project management/project leadership on large-scale corporate/enterprise-wide projects
  • Demonstrated experience collaborating and negotiating with managers and executives
  • Demonstrated experience in coaching, mentoring and guiding employees in areas related to organizational development and process improvement
  • Demonstrated experience managing organizational development and change management communication issues
  • 4 years experience managing professional staff members
  • High/Significant (3-5 yrs) proficiency required in MS Project, Planview, or similar project management tool
  • Advanced skills live scribing during meetings while facilitating, utilizing web and audio conferencing, and in MS Office Suite (MS Project, Word, Excel, PowerPoint and Visio)
  • Hands on experience in project / portfolio management, resource planning, and budgeting
20

Senior Wealth Portfolio Manager Resume Examples & Samples

  • Establishes and oversees the implementation of investment strategies, policies and asset allocation models. Analyzes the financial condition and earnings capacity of companies to develop the approved list of holdings for the department. Executes trades and engages in active negotiations to purchase/sell securities at favorable prices. Negotiates and establishes brokerage services. Demonstrates investment process and analytical framework that aligns with and/or will augment the department’s investment strategy. Stays abreast of relevant financial conditions and market trends. Provides investment advice to Trust and Investment Committee. Meets regularly with other members of the department to review overall investment policies and to evaluate industry and security reports. 40%
  • Consults with personal and institutional clients to develop investment objectives; provides advice and guidance on investment alternatives and financial trends. Coordinates financial planning. Maintains strong client relations to ensure client satisfaction. 30%
  • Identifies and develops new business opportunities, and obtains add-on business from existing customers by nurturing relationships and educating clients on services. Presents investment strategies to personal; corporate/institutional prospects and conducts seminars to increase business volume in support of business growth goals. Assist relationship managers in new business presentations/new account closings. 30%
  • Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
  • 15+ years’ portfolio management experience
  • Expert knowledge of investments and their effect on performance
  • Strong interpersonal, communication and quantitative skills