Associate, Portfolio Resume Samples

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R Oberbrunner

Rowan

Oberbrunner

8057 Wolf Gateway

New York

+1 (555) 872 7486

8057 Wolf Gateway

New York

Phone

p +1 (555) 872 7486

Experience Experience

San Francisco, CA

Um-associate, Portfolio Management

San Francisco, CA

Dietrich-Reichel

San Francisco, CA

Um-associate, Portfolio Management

Manage his/her daily duties, ensuring accuracy and timeliness of all documents, with the assistance of management
Assist in the development, execution and roll up of media strategies and plans, leveraging research tools and prevalent historical client data for insight
Assist in the development of media strategies and plans, specifically utilizing research tools and historical client data
Manage daily responsibilities and commitments, ensuring accuracy and timeliness of all documents Assist other team members when necessary
Assist in the development of media strategies and plans, points-of-view, research projects, and other miscellaneous planning projects
Keep abreast of new media opportunities and developments and share information with the planning group
Use qualitative and quantitative research to develop consumer insights and budget allocations

Los Angeles, CA

Senior Associate, Portfolio Valuation

Los Angeles, CA

Legros and Sons

Los Angeles, CA

Senior Associate, Portfolio Valuation

Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
Working with management to build and maintain client relationships
Identifying and communicating potential engagements to management and writing engagement letters
Reporting and presenting analyses and conclusions including written reports
Further develop Duff & Phelps capabilities as an intermediary in the secondary market for limited partnership interests in hedge funds and private equity funds

present

San Francisco, CA

Um-senior Associate, Portfolio Management

San Francisco, CA

Hills, Pouros and Kreiger

present

San Francisco, CA

Um-senior Associate, Portfolio Management

present

Work collaboratively with team members to develop and manage local media plans across all channels, including TV, Radio, and Digital
Manage the day-to-day implementation, optimization, and performance of campaign activities including authorizations, budgets, and the reconciliation process
Assist in development of competitive audits
Is at all times alert to new media and new methods of using existing media and new developments, and shares with the planning group of such developments
Develop and maintain working knowledge of media-related and other basic computer software packages
Assist in media strategy development and overall direction
With the use of media research tools, develop and execute sound, well thought out media plans based on client marketing direction

Education Education

Bachelor’s Degree in Finance

The University of Texas at Austin

Bachelor’s Degree in Finance

Skills Skills

Ability to work effectively cross functionally and maintain strong professional relationships with clients and other various outside vendors
Proficient working knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc.)
Ability to learn quickly and work well under pressure
Accuracy, attention to detail
Proficiency at MS Suite: Excel, Word, PowerPoint
Ability to be flexible and be a team player
Develop an understanding of traditional and digital media, keeping abreast of new media opportunities and developments and the sharing of information with the planning group
Knowledge and passion for media/advertising
Excellent written and oral communication skills
Proficient understanding of accounting principles, data analyzing, and market research

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Associate Portfolio & Performance Analyst Resume Examples & Samples

Assists in the interpretation and positioning of Calamos products in the databases
Manages, maintains and reviews on an ongoing basis the accuracy and appropriateness of the data presentation in databases
Coordinates and communicates database information to internal departments and external clients as appropriate
Fulfills monthly and quarterly data requirements for updating databases in a timely and accurate fashion
Creates standard operating procedures on all processes which include appropriate archival of current and historical data used internally and externally
Serves as a back up in absences or heavy work volumes to the CRM data group and other client relationship team members
Reviews portfolio and performance associates’ work for accuracy
Coordinates with other internal departments on the creation of and accuracy of additional Calamos system enhancements
Minimum of 3 years experience in the financial services industry
CFA candidate preferred
Must have good analytical skills with a high attention to detail
PC skills in Microsoft Word, Excel, PowerPoint, Outlook and database applications

Associate, Portfolio Loan Management Resume Examples & Samples

Prepares analysis and write-ups for amendments, consents and waivers to existing credit documentation
Monitors accounts to determine liquidity, earnings and performance trends, management capability and other essential information to secure the bank's position to minimize potential losses
Manages completion of quarterly risk reviews and annual reviews of project loans
Maintains extensive database of project performance, statistics and general information
Creates Quarterly Power Portfolio review for distribution to credit organization
Reviews and processes monthly withdrawal certificates for project companies and interacts with internal clients to ensure smooth execution
Assists primary Portfolio Managers in analysis and preparation of new deals Identifies potential problem accounts and works to improve the bank's position in undesirable situations
Supports in the documentation and closing of credit facilities
Prepares white papers on new initiatives in industry
Conducts periodic site visits to assess management, business conditions and build rapport with accounts
Attends bank meetings on a regular basis
Helps Investment Bankers/Relationship Managers in structuring transactions
Contributes to other tasks for the team as needed
Competence in Financial Modeling, demonstrated by a) Repetitive modeling b) Good accounting knowledge c) Unique analysis d) View on optimal capital structure e) Cash flow modeling f) Analysis in support of due diligence g) Knowledge of collateral valuation
Recognizing trends and key metrics Software and technical proficiency
Working in MS Office suite of products – Word, Excel, PowerPoint
Digging deeper into the meaning of the data gathered Solid Loan Product Knowledge
Appreciating commercial banking products -- cash management, FX, derivatives, etc
Grasping Investment Banking activities Professional and Competent Communication Skills
Presenting information verbally
MBA CFA

Associate Portfolio Dynamics Resume Examples & Samples

At least 4 years overall working experience in Corporate or Investment Banking, of which at least 2 years Project Finance related
Bachelor’s degree in Economics, Finance or related field. Masters degree / MBA highly preferred
Ability to evaluate risks
Excellent analytic, logic, and problem solving skills
Strong interpersonal skills - ability to work in teams
Knowledge of financial modeling
Business attitude or acumen
Spanish language skills highly desired
Good knowledge of accounting including USA GAAP, and financial statement analysis
Autonomous decision making & problem solving ability
Intermediate level computer and statistical skills including proficiency in Word, Powerpoint, Excel

Associate, Portfolio Management, O&g Resume Examples & Samples

Prepare thorough credit underwriting on E&P clients identifying current and historical financial profiles, asset & reserve profiles, industry concerns, market share trends, financial trends and other pertinent underwriting issues
Model future financial performance of prospective clients, including down-side scenarios, incorporating current reserve engineering data and the bank’s oil & gas pricing estimates
Support Portfolio Managers with approval documentation regarding lending commitments, amendments and waivers to credit facilities, as well as monitor the financial performance of portfolio companies
Assist in the documentation and closing of credit facilities
Obtain and participate in the analysis of all necessary documentation including, all notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions
Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses
Identifies potential problem accounts and works to improve the bank's position in undesirable situations
Prepare white papers on assigned industry segments
Attend bank meetings and interact with members of client management teams on a regular basis
Maintains client and prospect databases
Assists Investment Bankers/Relationship Managers in structuring transactions
BA in finance, business, economics or related field
Competence in Financial Modeling, demonstrated by
Competency with Microsoft Office (specifically Excel, Word, and Powerpoint)
Unique analysis
View on optimal capital structure
Cash flow modeling
Strong data gathering skills demonstrated through research, including
Oil & Gas industry knowledge
Ability to evaluate different business models
Demonstrated ability to leverage organizational expertise
Challenge assertions in offering memorandum
Investigate information and comprehend the meaning of the data gathered
Strong understanding of basic financial metrics
Analysis in support of due diligence
Knowledge of collateral valuation
Ability to identify relevant information
Recognize and understand interdependency of data
CWA
MS Office/Word/Excel
Moodys Risk Analyst
Risk Rating Models
ROE
Thomas/Reuters
Verbal
Credit write-up/approval meetings
Deepened analysis
Written
Basic grammar
Spelling
Content

Associate Portfolio Risk Management Analyst Resume Examples & Samples

Work with senior professionals within Risk to develop and continuously improve our reporting infrastructure for monitoring, evaluating, and communicating risks across the investment portfolio and related markets
Research trends across sectors and markets, based upon direction provided by senior professionals in Risk, to provide insights on how changing dynamics may influence the Company’s measurement, management or evaluation of risk in the portfolios. Prepare PowerPoint presentations or other materials to summarize key findings and communicate across the organization
Monitor, evaluate and summarize trends associated with specific credits, sectors, or geographic exposures in the portfolio on an ongoing basis. Communicate findings and lead discussions on key risk/opportunity attributes
Work with senior Risk professionals and Portfolio Managers to modify investment guidelines as appropriate
Coordinate and prepare meeting materials and minutes for various Committees
Assist senior risk professionals in the ongoing development and evaluation of portfolio risk measurement models and tools; risk forecasting estimates; and, risk correlations
Solid understanding of investment markets as well as equity and credit analysis terms and ratios
Strong Excel and PowerPoint skills; Bloomberg expertise a significant plus. Highly adaptable to and comfortable with various technology platforms. Quantitative or programming capabilities a plus, but not required
Ability to work independently, inquisitive nature, and ownership mentality
1+ years investment banking, credit analysis, private equity, risk management or other investment related experience OR
1 + years public accounting or consulting experience
Bachelor's degree required; major in accounting, finance or economics strongly preferred
MBA or CFA candidate a plus

Associate, Portfolio Management Resume Examples & Samples

Work with portfolio managers from multiple Opportunity Fund and Real Estate Fund asset management and investment teams to develop fund-level strategy
Work with the Director to prepare key on-going fund-level updates, communications, and recommendations for the Head of Portfolio Management and fund senior management
Develop analysis and recommendations to support key asset monetization and financing decisions
Assist portfolio managers in the development of annual and quarterly business plan forecasting for the fund’s investments
Analyze monthly performance of investments to identify trends, risks, liquidity issues, and potential for monetization
Verify that investment performance and asset management initiatives are in-line with projections
Monitor industry news and leverage existing information to proactively inform leadership of relevant market trends
Ability to synthesize detailed information from multiple data sources into a concise, well-organized format that identifies key risks, opportunities, and investment targets for senior-level fund management
Keen understanding of risk, capital, and leverage
Strong financial modeling and quantitative skills required
Extensive experience with financial statement analysis, valuation and cash flow forecasting
Ability to thrive in a fast-paced, rapidly changing work environment; ability to multi-task is a must
Ability to think strategically and to creatively solve problems and anticipate issues before they arise
Advanced Excel and PowerPoint skills required
Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact

Um-senior Associate, Portfolio Management Resume Examples & Samples

Analyze and provide clients with research data as well as strategic analysis of campaigns
Build and maintain strong working relationships with clients, vendors, publishers to ensure an effective creation and implementation of campaigns
Ability to effectively multi-task competing priorities and projects through time management and organization
Proficient understanding of accounting principles, data analyzing, and market research
Ability to work effectively cross functionally and maintain strong professional relationships with clients and other various outside vendors

Um-associate, Portfolio Management Resume Examples & Samples

Develop an understanding of traditional and digital media, keeping abreast of new media opportunities and developments and the sharing of information with the planning group
Assist in the development, execution and roll up of media strategies and plans, leveraging research tools and prevalent historical client data for insight
Perform ongoing stewardship of media plans and client documents
Build and maintain relationships with media representatives/vendors & internal teams
Assist with selling in plans and negotiating costs with vendors
Flawlessly execute campaign using agency systems (MediaTools, MBox Research, etc.)
Manage daily responsibilities and commitments, ensuring accuracy and timeliness of all documents Assist other team members when necessary
Work closely with the Finance and Planning teams in the process of invoice reconciliations
Attend industry & internal learning events to build an understanding of media market, opportunities & technologies and remain current on media trends
Bachelor's degree or equivalent preferred
Media internship or one year experience in media planning preferred
Strong mathematical and analytical abilities
Effective writing and presentation skills required; strong communication skills
Ability to learn quickly, pay attention to detail, work well under pressure and multi-task required
MS Office preferred including strong knowledge of Excel, Word and PowerPoint

Um-senior Associate, Portfolio Management Resume Examples & Samples

With the use of media research tools, develop and execute sound, well thought out media plans based on client marketing direction
Manage the flow of client media-related issues based on changes in direction, goals, and budgets. Be aware of the need to create solutions and resolve problems
Maintain budget control and ensure execution of media plans by reviewing approved media schedules, developing buy specs, and monitoring buys/schedules
Maintain effective communication with agency buying personnel to ensure accuracy, timeliness and that campaign needs are met
Foster a good working relationship with other departments to facilitate flawless execution of plans
Establish and maintain good rapport with media sales representatives and vendors
Explore media alternatives and be creative in recommending media solutions
Be accurate to instill/maintain client confidence
Is at all times alert to new media and new methods of using existing media and new developments, and shares with the planning group of such developments
Facilitate POVs/position papers on key client issues and/or client opportunities
Develop and maintain working knowledge of media-related and other basic computer software packages
Oversee and train assistant media planner on day-to-day client documents and activity, ensuring accuracy and timely delivery
Ability to perform media math calculations
Knowledge of media research tools and resources
Solid personal computer efficiency
MS Office preferred including Excel, Word, and PowerPoint
Ability to use most, if not all, published computer-based research tools
1+ years of Media Planning experience required
Integrated experience in both offline and digital preferred (strong broadcast TV experience a plus)
Entertainment category preferred, but not essential
Must be extremely accurate and detail-oriented
Must have hands-on knowledge and ability to use media research tools
This position requires strong mathematical and analytical abilities

Um-associate, Portfolio Management Resume Examples & Samples

Accuracy, attention to detail
Ability to learn quickly and work well under pressure
Ability to prioritize many different projects simultaneously
Bachelors degree required, preferably in Business/Communications with emphasis in Advertising, Marketing, or Media
Strong proficiency in MS Office required

Um-associate, Portfolio Management Resume Examples & Samples

Provide administrative support (phones, calendars, expenses, organization) for executives
Maintain client and media vendor contact lists as well as media kit database
Assist in vendor & publisher POVs, media research projects and status documents
Manage group publisher meeting requests from voting process through meeting confirmation; understands the media planning teams objective in order to properly vet publisher requests
Be current on upcoming media trends and subscribe virtually to all trades
Maintain standing meeting and vacation calendars for the group and the executives individually
Assist in the development of media strategies and plans, points-of-view, research projects, and other miscellaneous planning projects
Set up and book conference rooms for meetings; tidy up afterwards if necessary
Manage his/her daily duties, ensuring accuracy and timeliness of all documents, with the assistance of management
Assist team members with other client projects or on campaign management as needed
Media/advertising or related internship experience strongly preferred
Excellent communication skills both written and verbal
Must be detail-oriented with excellent follow-through skills
Ability to learn quickly, work well under pressure, and have a positive ‘can-do’ attitude
Proven ability to handle multiple priorities/tasks
Advanced proficiency in Microsoft Excel and PowerPoint

Associate Portfolio Analyst Resume Examples & Samples

Generate reports to help analyze portfolio and market performance
Report performance attribution results, portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.) on a recurring and ad hoc basis
Develop an understanding of the results and of the attribution and risk models used by the Portfolio Analysis and Investment Risk team
Develop tools to help monitor and explain portfolio performance and characteristics
Perform analytics pertaining to funds, competitors and benchmarks
Perform and assist a variety of portfolio operations tasks including daily reconciliation of fund holdings with fund custodian and/or fund accounting records
Research, gather and analyze economic and market data. Help build analytical models and prepare charts
Update presentations for internal and external client meetings
Bachelor’s degree with coursework preferred in Finance, Economics or Accounting
0-2 years related investment-support experience or excellent internship experience that demonstrates a strong work ethic and passion for learning
Previous experience in Portfolio Analytics or Performance Measurement is preferred
Progress toward CFA designation preferred
Strong quantitative and technical skills
Ability to meet established timeframes and deadlines. Ability to efficiently manage time given multiple projects and priorities
Ability to work in a team-oriented environment
Willingness to attend late afternoon/evening and early morning investment calls with other countries
Experience with Bloomberg, FactSet and Charles River preferred

Um-senior Associate, Portfolio Management Resume Examples & Samples

Serve as global point of contact across varying lines of business, including working with creative agencies, social agencies, various UM markets (especially London and Singapore zone leads)
Coordinate media and reporting across multiple countries and agency teams
Create media plans across Digital and Print, including maintaining media partners contact, working with investment on optimizations, budgets/reconciliation and reporting for both B2C and B2B lines of business
Build and maintain strong working relationships with clients, media partners, publishers to ensure an effective creation and implementation of campaigns
Experience with campaign management/ad serving technology and third party market research tools such as Double Click DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, MRI, Simmons, SRDS, Prisma, Mediaocean

Um-associate, Portfolio Management Resume Examples & Samples

Assist in the development of media strategies and plans, specifically utilizing research tools and historical client data
Update and distribute media plans and client documents
Check for accuracy and formatting on all documents that come from buying groups
Manage his/her daily duties, ensuring accuracy and timeliness of all documents
Distribute daily airtimes
Track any and all activity on media buys/schedules that come from all buying groups
Keep abreast of new media opportunities and developments and share information with the planning group
Develop POVs/position documents on key client issues and/or new client opportunities
Assist other team members when necessary
Builds and maintains relationships with media representatives/vendors

Um-associate, Portfolio Management Resume Examples & Samples

Create media plans across all channels, including TV, Print, Radio, Digital, and more
Manage the day-to-day implementation, optimization, and performance of campaign activities including authorizations, budgets, and the reconciliation process
Accommodate ad hoc responsibilities and evolving job duties
Experience with campaign management/ad serving technology and third party market research tools such as Double Click DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, MRI, Simmons, SRDS
Strong written, verbal communication, negotiation, and presentation skills
Proficient working knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc.)

Associate Portfolio Loan Management, Energy Resume Examples & Samples

Financial Accounting Acumen
Recognizing trends and key metrics
Software and technical proficiency
Acquiring knowledge in bank systems such as CWA, MRA Risk Rating and ROE Models
Strong data gathering skills
Conducting Research -- How to use it, Where to find it and Leveraging prior deal knowledge
Digging deeper into the meaning of the data gathered
Solid Loan Product Knowledge
Developing covenants and collateral package
Grasping Investment Banking activities
Professional and Competent Communication Skills
Organizing thoughts and ideas in easily digestible format

Um-senior Associate, Portfolio Management Resume Examples & Samples

Build and maintain strong working relationships with clients, team members, vendors, publishers to ensure effective creation and implementation of campaigns
Assist in development of competitive audits
Fully conversant with all major research tools and qualitative research techniques
Experience and comfort facilitating ideation sessions
Nimble and flexible to succeed in a fast-paced environment and handle ad hoc requests
Organized, and detail-oriented with strong attention to follow-through

Associate Portfolio Management Analyst Resume Examples & Samples

Monitor and manage assigned portfolio through data obtained from both internal and external sources
Conduct proactive risk recognition
Manage exposure utilizing current company risk management policies, procedures and guidelines
Develop appropriate action plans to mitigate risk and resolve outstanding issues
Ensure wholesale credit lines are appropriate based on credit factors, sales rates, inventory turnover and seasonal/market fluctuations; ensure outstandings remain within established credit lines at all times
Execute all action plans and contingencies
Prepare and participate in Risk and Opportunities Meetings (ROM)
Use a collaborative approach with other business units including Administration, Risk, Sales, and Underwriting
Identify growth opportunities within portfolio and leverage Business Development for revenue growth
Maximize corporate profitability and ROE
HS diploma or equivalent required. Associate / Bachelor's degree in business related discipline preferred
3 + years in financial services or similar industry is preferred. Prior leadership experience is needed. Education may be used as a proxy for experience
Ability to multitask in a complex, fast-paced business environment
Knowledge of, and exposure to fundamental business concepts and principles (e.g., finance, accounting, marketing)
Perform technical tasks required to support ongoing business operations
Typically requires proficiency with Microsoft Office Programs
Strong financial analysis and analytic/problem solving skills required

Senior Associate, Portfolio Valuation Resume Examples & Samples

Further develop Duff & Phelps capabilities as an intermediary in the secondary market for limited partnership interests in hedge funds and private equity funds
Work closely with Duff & Phelps Alternative Asset Advisory Practice in coverage, execution and providing valuation services to hedge funds, private equity funds and institutional investors
Responsible for recruiting and developing new team members
Arrange, deliver and close sales presentations of these services to new and existing clients
Manage client relationships; identifying and developing opportunities to enhance relationships with existing clients/contacts and new potential business (existing services or identifying and/or developing potential new services/products)
Identifying cross-marketing opportunities within and across Duff & Phelps
Demonstrating support in advancing company and practice objectives of profitability, professionalism and teamwork with colleagues and clients

Um-associate, Portfolio Management Resume Examples & Samples

Work closely with greater Shopper team to help build shopper & ecommerce media plans, while also handling day-to-day client requests
Learn and understand each retail & e-tail partner’s unique offering
Nice to have experience with CPG, retail or e-tail space

Associate Portfolio Analyst Resume Examples & Samples

Academic excellence
Minimum of 1 years’ work experience in Financial services
Outstanding analytical skills, both quantitative and qualitative
Able to prioritize work and meet deadlines
Self-motivated, enthusiastic, responsible, with excellent attention to detail
Excellent written and verbal communication skills, with experience in communicating investment matters
Capable of building and maintaining strong relationships with Portfolio Analysts, Portfolio Specialists and Portfolio Managers

Associate, Portfolio Management & Origination Resume Examples & Samples

Conduct industry and client research and analysis
Develop and build financial models and lead the financial analysis effort
Tertiary qualification (preferably in Accounting, Finance, Economics or a related discipline)
Ability to connect with clients and key internal stakeholders

Associate Portfolio Administrator Resume Examples & Samples

Summary of Responsibilities
Position created to support the Credit Risk Management function for the NY and Grand Cayman Branches of BBVA S.A. (“BBVA NY” or “NY Branch”) and the Enterprise Risk Management (“ERM”) Programs for BBVA NY and BBVA Securities Inc. (“BSI”). The Associate Credit Portfolio Administrator supports and provides backup for the NY Credit Portfolio Administrator (“Portfolio Administrator”) in various ongoing monitoring and reporting activities
List Major/Essential Job Duties
Skills, Knowledge, and Abilities/Competencies

Um-senior Associate, Portfolio Management Resume Examples & Samples

Create local digital media plans for multiple brands within the Fiat Chrysler Automobiles corporation
Experience with campaign management/ad serving technology and third party market research tools such as Prisma, Double Click DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, MRI, Simmons, SRDS
Proficient working knowledge of Prisma and Microsoft Office (MS Word, Excel, PowerPoint, etc.)

Associate, Portfolio Management Resume Examples & Samples

Work with the Vice President to prepare key on-going fund-level updates, communications, and recommendations for the Head of Portfolio Management and fund senior management
Oversight and maintenance of each Fund’s consolidated fund capital (CFC) portfolio model
4-5 years of experience in investment banking, private equity or other finance related field

Senior Associate, Portfolio Analyst Resume Examples & Samples

Participate in content quality reviews on progress submissions from the program teams while proactively identifying data errors, trends, and anomalies
Monitor changes in project structure and communicate changes to appropriate project management teams helping to ensure changes are reflected in data across portfolio management tracking systems
Build reports and dashboards in project management system to help with data analysis and to identify insights, trends, data errors and anomalies
Perform project management system maintenance required to enable accurate and timely reporting
Participate in the production of executive level management reports and provide adhoc support to administer central team operations
Minimum three years of project management, financial reporting or related experience; preferably within a professional services firm or similar environment
Bachelor’s degree from accredited college or university
Proficient with Microsoft Office Suite applications including Word, Excel, Outlook and PowerPoint
Experience with Clarizen preferred

Senior Associate, Portfolio Resume Examples & Samples

Develop and enhance credit strategies, policies, processes and procedures
Establish and maintain effective strategy performance tracking to ensure strategies are performing as expected. Apply key learnings to update strategies / policies in a timely manner
Establish effective risk controls in the strategies
Design and implement comprehensive tests and evaluate financial impact from various treatments
Make profitable decisions by means of optimization schemes, customer segmentation and predictive models
Facilitate implementation discussion with operational teams to ensure accuracy and soundness of execution
Maintaining integrity of policies by conducting periodic reviews
Provide internal or external exam support
Proven analytical and problem solving skills
Strong business acumen and knowledge of industry, risk management, and business metrics preferred
Solid understanding of financial analysis and statistical concepts
High level of proficiency in SQL, SAS and Excel
Good communication (oral and written), interpersonal, and organizational skills
Self-motivated with ability to set priorities in a performance driven environment
Master's degree in a quantitative discipline (statistics, economics, engineering, MBA etc.) or equivalent and 1 year of experience in financial services or related industry

Associate Portfolio Specialist Resume Examples & Samples

Work with assigned investment management team on all aspects of product management, including the interpretation, articulation and dissemination of key investment strategy content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies
Working with the marketing group, develop marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams
Conduct on-going research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products
Examine and monitor characteristics and statistics for assigned strategies to understand and be a source of knowledge on to communicate both portfolio positioning and sources of return and risk to both internal and external audiences
Directly interact with key personnel across Manulife AM as well as our prospects, clients and consultants in a highly professional manner
Consult with Sales Executives regarding sales strategy for each sales opportunity
Assist in the answering, editing, and completing Requests for Proposals and questionnaires (from base template or in response to RFP) with accuracy and by deadlines
Interact with Compliance and Legal Counsel to review and obtain approvals on all terms of reference relevant to an RFP
Prepare new business presentations and pull together the necessary materials required to provide solutions and quality service to prospects, clients and consultants
Perform other duties as required, which may include activities such as supporting new product development activities or providing input into other product team projects and initiatives
Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA or progress towards preferred
Minimum of 5-7 years of experience in a product management/specialist or development role preferably with an institutional asset management organization
Excellent interpersonal skills and ability to work with and co-ordinate between various groups within a global organization
Proven understanding of sales & relationship management process with demonstrated ability to support those processes
Strong knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels
Proven command of key investment management principles
Well -developed analytical skills
Proven ability to work independently in a role with significant impact on client interaction, both internally and externally
Strong PC skills, including familiarity with key industry related software and databases