Director, Portfolio Management Resume Samples

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L Grady

Louie

Grady

2947 Kaitlin Course

Houston

+1 (555) 309 8726

2947 Kaitlin Course

Houston

Phone

p +1 (555) 309 8726

Experience Experience

Los Angeles, CA

Director Portfolio Management

Los Angeles, CA

Heathcote, Mertz and Howe

Los Angeles, CA

Director Portfolio Management

Responsible for developing, implementing and managing all aspects of an evolved global IT portfolio and Portfolio Management Team
Support senior and executive management in making critical decisions and escalations by providing regular executive level briefings focusing on key activities, risks, and financial standing on the overall portfolio. This includes development and management of portfolio level dashboards and metrics as well as delivery of communications across a variety of media to provide consistent and comprehensive messaging to executives, staff and other key stakeholders
Perform ad hoc analysis and support diligence of opportunities identified by Business Development. Provide strategic diligence on acquisition opportunities
Liaise with other functions on topics such as new project kick-off meetings, R&D project updates, launch management, operations planning, and commercialization/competitive scenarios
Proficient knowledge in software development lifecycle and project management methodology
Owns partnership with Finance to ensure alignment with IT financials Responsible for the maintenance, on-going update(s) and strategies within a global IT portfolio
Evaluates outside service providers or contractors; provides direction in the development of tailored services; negotiates contract terms and conditions

Los Angeles, CA

Director, Portfolio Management

Los Angeles, CA

Crooks, Blick and Gleichner

Los Angeles, CA

Director, Portfolio Management

Interacts with Development, API Sourcing, Legal, Patent Counsel, Market Research, Manufacturing, Sales/Marketing, Finance, and Business Development to identify specific patent issues by product, formulation and bio-equivalence complexity/difficulty, development readiness, manufacturing capabilities, opportunities for paragraph IV, type and extent of API sourcing issues, brand sales forecast, generic penetration rates, price points and Sandoz market share
Prepares and manages the Product Portfolio expense budget
Working with Human Resources on employee issues
Develop recommendations to the technology division senior management & leadership team
Oversee the quality of services by establishing and implementing systems, procedures and reports that ensure compliance with CHA/HUD standards
Establish and maintain regional relationships with key suppliers and lead pricing and contract negotiations
Direct and manage key strategic projects from beginning to end

present

Los Angeles, CA

IS Director, Portfolio Management

Los Angeles, CA

Ortiz-Veum

present

Los Angeles, CA

IS Director, Portfolio Management

present

Partner to continuously improve portfolio processes
Demonstrate and communicate the value of portfolio management to IT and business stakeholders
Understand, evaluate and manage risks to the portfolio
Ensuring the involvement of key stakeholders in the portfolio management process
Provide business and technology stakeholders “intelligence” on the health of the portfolio
Assist with defining and executing the portfolio investment strategy
Understand the organization’s business strategy, operating vision, business capabilities, product & financial strategy and technology imperatives

Education Education

Bachelor’s Degree in Business

Harvard University

Bachelor’s Degree in Business

Skills Skills

Strong communication skills with the ability to interact at all levels of the organization
Solid thought leadership and ability to influence others through collaborative methods
Proven ability to understand complex business and technical concepts and to be able to make balanced judgements when faced with trade-offs
Strong, creative strategic thinking combined with strong team work, leadership and interpersonal skills
Strong understanding of and experience in driving change in a technology organization
Presentation Skills: Strong presentation skills, including presenting to executive leadership
Action orientation and desire to roll-up sleeves, get hands dirty and get into the depths of the business, with strong hands-on PowerPoint and Excel skills
Strong communication skills both oral and written and an exceptional senior management presence
Prior line operating, and/or project management experience a strong
Deals with problems involving several known variables in situations of routine nature

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Director, Portfolio Management Resume Examples & Samples

Be an advocate for Gannett Broadcasting within Gannett Digital. Ensure the business needs of Gannett Broadcasting’s stations are factored into all areas of product development, including objectives of audience, advertisers and brand value. Work with Gannett Broadcasting to assist in preparation of product definition, collaborating across Gannett Digital departments
Develop business requirements for product enhancements or new features that will support Gannett Broadcasting’s goals. Collaborate with key stakeholders within Gannett Broadcasting as well as Product Managers. Frame information necessary for decisions to be made about product tradeoffs to ensure speed to market, quality and/or other key objectives
Represent Gannett Broadcasting’s product goals in the business planning process, connecting product features with financial models and strategic goals to maximize potential (revenue, brand and audience) of each product. Participate in presentations to win support for new product plans
Coordinate communication of Gannett Broadcasting’s product strategy, local goals, sales materials, operational status and priorities. Coordinate pilot markets and assist in identification of test sites. Work with pilots to execute measureable tests, analyze results and adjust product strategy as needed
Knowledge/Understanding of the Broadcasting Industry: Industry knowledge and understanding to positively impact Gannett Broadcasting’s digital product roadmap, action plans and deliverables.Prior experience working for a broadcaster or in a television stations a plus
Digital/Mobile Background:Knowledge and understanding of key digital/mobile content delivery, consumption and advertising trends
Relationship Building: Outstanding interpersonal and communications skills, particularly in building strong relationships with business leaders and key stakeholders
Communications: Listens actively and effectively; describes impact and actions and checks for understanding; strong verbal and clear & concise writing skills; objectively communicates difficult information; communicates openly and often; shares stakeholder goals to increase alignment and cooperation and opportunities to collaborate
Commitment/Results Driven:Follows through on commitment and meets deadlines; aligns stakeholder business and digital goals; helps remove obstacles; provides leadership direction and motivation; achieves results
Presentation Skills: Strong presentation skills, including presenting to executive leadership
Business and digital goals; helps remove obstacles; provides leadership direction and motivation; achieves results
Conflict Management: Successfully handles and resolves issues, disagreements and disputes that impact or impede relationships between individuals or groups. Approaches issues or disagreements with the objective of reaching win/win solutions
Change Management: Adapts to change; open to new ideas; actively seeks new information and adjusts plan accordingly; effectively handles pressure situations. Strong ability to plan and execute both process change and managing the business expectations
Teamwork/Collaboration: Works with team to meet deadlines and responsibilities; listens to divergent thinking and ideas; welcomes newcomers and promotes a team atmosphere; able to utilize functional expertise to advise stakeholder organization on an appropriate course of action
Strategy: Strong ability to conceptualize and use subtle strategies to influence others as needed

Director Portfolio Management Resume Examples & Samples

Support senior and executive management in making critical decisions and escalations by providing regular executive level briefings focusing on key activities, risks, and financial standing on the overall portfolio. This includes development and management of portfolio level dashboards and metrics as well as delivery of communications across a variety of media to provide consistent and comprehensive messaging to executives, staff and other key stakeholders
Assess current reporting spectrum and recommends enhanced dashboards and reports including content, frequency and distribution
Define and manage implementation of the portfolio reporting framework
Manage executive-level operational and portfolio reporting to raise awareness of significant accomplishments, events and issues
Ensure quality and data integrity in the information and reporting deliverables provided to executives and other users of the consolidated information
Manage cross-organizational portfolio activities which will require a high degree of coordination, communication and collaboration with both the business and technology teams
Excellent verbal, written, and presentation skills. In particular, a demonstrated ability to effectively communicate technical and business issues and solutions to multiple organizational levels internally and externally as needed
Solid analytical and problem-solving skills; ability to think strategically
Financial services and card payments experience is a plus
Strong leadership qualities and organizational skills as well as the ability to adapt quickly to changing priorities, assignments, and roles
A BA/BS or equivalent work experience is required. Concentration in Business, Computer Science or a related technical discipline. MBA is a plus
Proficient knowledge in software development lifecycle and project management methodology
Proficiency in the use of Microsoft Office tools (Microsoft Access, Word, Excel, PowerPoint, Project, SharePoint)
PMP certification is required
Knowledge of Visa's financial, Annual Operating Plan, and Technology processes is a plus

Director Portfolio Management Resume Examples & Samples

Responsible for developing, implementing and managing all aspects of an evolved global IT portfolio and Portfolio Management Team
Owns the development and refinement of Portfolio reporting metrics to drive added value
Owns partnership with Finance to ensure alignment with IT financials Responsible for the maintenance, on-going update(s) and strategies within a global IT portfolio
Responsible for overall assurance and project inception activities – inclusive of the charter lifecycle management process and associated stage gates
Works directly with Project Managers, Key Initiatives team and RL Business Relationship Management teams to ensure timely and accurate updates and appropriate balancing on the IT portfolio
Owns IT Communications strategy and execution for internal and external stakeholders
Owns coordination of global target state Architecture, related product and initiative roadmaps and communication strategy
Leadership role in development and use of Enterprise Solution Architecture principles
8-10 Years of portfolio re-engineering and project execution experience in a global IT organization
Experience and demonstrated successes in leading a major global IT transformation program
Demonstrated leadership skills and ability to lead mid-sized teams
Team builder – ability to attract and hire new talent
Strategic thinker – ability to contribute to small but growing organization
Experience with selecting, implementing and driving value from an enterprise PMP software tool
Operational experience in one or more business areas relevant to apparel production and retail environments
Recent experience in a consulting organization and ability to monitor, coalesce industry best practices
Ability to interact with IT and executive leadership teams
Demonstrates drive and ability to execute on multiple simultaneous initiatives. Self-motivated and driven
PMP, PfPP/MoP, Six Sigma certification(s)
Basic MS Excel, MS Project and similar experience required
Periodic travel requirement(s)

Senior Director, Portfolio Management Resume Examples & Samples

Bachelor’s degree in business or finance; CFA, MBA preferred, or the equivalent combination of education and experience
At least 10 years of client relationship experience, preferably in financial planning and/or portfolio management for high-net-worth accounts
Must have Investment Advisor Registration (IAR) and the Certified Financial Planner (CFP) for Core PMs and Chartered Financial Analyst (CFA) for Regional PMs, is required. Additional designations also preferable and include: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), or Chartered Investment Counselor (CIC)
At least 3 years of management of centralized and field-based teams

Director, Portfolio Management, Card Services Resume Examples & Samples

Forecast IT resource supply and demand accurately
Bachelor’s degree a must. Advanced degree a plus
7 or more years’ experience in large scale project / program management
Professional certifications desired, such as PMP, Six Sigma, Scrum Master
Experience in financial services and / or software industries desired
Proven leadership skills and business acumen
Strong communication skills with the ability to interact at all levels of the organization
Solid thought leadership and ability to influence others through collaborative efforts
Proven ability to understand complex business and technical concepts and the ability to make balanced judgements when faced with trade-offs

Director Portfolio Management Resume Examples & Samples

Define, develop, enhance, and produce effective management reporting for DPD's PMO to ensure the right content and metrics are captured and reported to leadership and stakeholders regarding program status, risks and issues, dependencies, and milestones and schedules. This requires close collaboration with Program Managers and other functional leads on a weekly basis and an ability to assess, synthesize, summarize, and ensure quality and consistency of content across programs. An ability to ask the right questions and distill program status across the portfolio for executive, business, and technical audiences is critical
Partner with Visa's Technology Business Management function in the Office of the EVP of Technology & Operations in providing DPD's executive-level updates on program status, risks and issues using Clarity and other tools on behalf of program teams. Ensure that the content and format meets the high standards and tone appropriate for business and technology executives
Define, socialize, collect, report, monitor and analyze a wide variety of metrics and KPI's required for updating and reporting on progress related to the division's balanced scorecard and annual goals, working closely with executive, program, and functional leaders
Identify, evaluate, recommend, document, and communicate best practices and operating models at the portfolio and program level for the PMO. This requires an ability to analyze the "as is" state, identify best practices based on Visa and industry standards, recommend the ideal "to be" state for the process, create all necessary templates and tools, document, communicate and train teams based on the process and operating "playbook." Drive initiatives to define and document standards and best practices for other functions within the division, as well
Provide consultation and support to program teams in the effective management of programs and initiatives, based on the best practices established in the PMO's playbook, Visa's methodologies, and industry standards
Determine requirements and standards, implement, and maintain divisional and program document repositories and systems to facilitate cross-team, cross-division collaboration using SharePoint and other collaboration tools including Confluence. Partner with program teams in the implementation of repositories and tools consistently across the PMO
Program manage a variety of internal initiatives in support of process improvement, portfolio management, and business planning and operations
Minimum of 7 years of progressively more responsible experience in directly relevant leadership roles in technology portfolio and program management, management consulting, business/systems analysis, and/or related functions. Proven experience leading and managing complex, cross-organizational technology portfolios, programs, and projects is critical, preferably in an Agile environment
BA/BS degree is required with preference for degrees in Computer Science, Engineering, Business or related fields. MS/MBA is a plus
Project Management Professional (PMP®) certification is strongly preferred. PMI Agile Certified Practitioner (PMI-ACP®), Certified ScrumMaster (CSM), Scaled Agile Framework Program Consultant (SAFe SPC), Certified Stanford Advanced Project Manager (SAPM), and/or Lean Six Sigma certifications also preferred
Outstanding written communication, analytical and problem-solving skills. Highly skilled in the creation of presentations, new reporting mechanisms and other documents. High attention to detail with ability to synthesize information from multiple sources and distill it in crisp, clear language appropriate for a variety of audiences including technology and business executives
Metrics orientation as demonstrated by 2-3 years’ relevant experience in defining, creating, and implementing KPI's and metrics at the divisional, portfolio and program level, including experience with balanced scorecards. Ability to derive intelligence from analysis of data and metrics in support of effective decision-making is critical
Strong process orientation and demonstrated ability to define and document new or improved portfolio and program management processes, templates and tools, and create a wide variety of reporting mechanisms for leadership, stakeholders, and team members. Demonstrated understanding of process improvement programs and processes, with experience driving them successfully within technology organizations highly preferred. Some background in "operational excellence" and/or Six Sigma helpful
Highly developed analytical, strategic-thinking, problem-solving, and organizational skills as well as the ability to adapt quickly to changing priorities, assignments, and roles
Excellent verbal communication, presentation, collaboration and teamwork skills with demonstrated ability to gain trust, secure buy-in and influence change at all levels. An ability to influence without direct authority, as well as demonstrate an appropriate level of assertiveness, is critical
High level of attention to detail, including the ability to assess, and synthesize large amounts of content and data related to program status, issues, risks, dependencies, and schedules
Advanced proficiency in the use of Microsoft Office tools (Word, Excel, PowerPoint, Visio, Project, and SharePoint) required. Working knowledge of Clarity PPM and Agile Application Lifecycle Management and development tools including Rally, Confluence Wiki, and JIRA strongly preferred
Demonstrated ability to thrive in a team-based environment that is fast-paced, rapidly changing, and service-oriented. Demonstrated commitment to ongoing professional development, learning new skills, and taking on new challenges
Directly relevant experience in a PMO at Visa or in a larger, leading technology or financial services company is highly preferred.

Director, Portfolio Management Resume Examples & Samples

Increase engagement of senior business partners in governance of the IT portfolio
Improve PPM tooling for decision support
Collaborate with business partners to ensure demand management results clearly reflect
5 or more years’ experience managing a mature portfolio governance process including a high end PPM tool
Project Management Professional certification a plus
Deep project and portfolio management expertise
Solid thought leadership and ability to influence others through collaborative methods
Proven ability to understand complex business and technical concepts and to be able to make balanced judgements when faced with trade-offs

Director, Portfolio Management Resume Examples & Samples

Collect and manage intake of new demands and perform an assessment of new Epic requests to determine action for demand
Lead Enterprise Portfolio Backlog prioritization processes using the strategic planning framework (I.e., Hoshin Karni, Balanced Scorecard) to measure each demand towards its strategic fit, financial impact, resource requirements, operational impact, complexity and impact against other competing projects
Develop the Portfolio Governance process and facilitate governance meetings at multiple levels within the organization
Manage and compile all portfolio/project data source to support strategic planning
Work across organizations to merge and simplify processes and ensure partners understand how to effectively turn capital and operational ideas into business value
Minimum of 15 years of experience: demonstrating established leadership across the project/ program/ portfolio management discipline and software/ IT function
Minimum of 5 years program/project portfolio leadership experience (cross-functional, multi-platform) managing a portfolio in excess of $50M
Knowledge of Lean principles in Continuous Improvement, product development flow, and Kanban Portfolio Management techniques
Agile Project/Program Management skills, as well as Certified Scrum Master (CSM) and PMI PMP and ACP certifications a plus
Proven ability to perform as a servant leader with excellent communication (verbal and written) and social skills, resolve conflicts with professionalism and a win-win attitude, and a proven ability to lead teams to self-organize and work independently with limited supervision
Experience in Agile Project Management tools such as MS Project with VSTS, Rally, VersionOne, and Jira Agile, as well as Portfolio Management tools, such as CA PPM, HP PPMC, and Innotas
Strong analytical and problem solving skills with excellent understanding of agile metrics, such as interpreting burn-down charts, tracking velocity, grooming roadmaps and backlogs, relative estimating, and story creation
Ability to travel up to 50%

Director Portfolio Management Resume Examples & Samples

Lead efforts to develop initial work plans and rough order of magnitudes (ROMs) for intake demands
Responsible for monitoring progress of all Epics & Features within the Value Stream & Program Backlogs against a set of defined strategic goals to ensure that demands are aligned with overall business objectives and deliver value within exacting financial and resource constraints
Perform analysis of utilization of enterprise resources for program execution and measuring for future resource allocation needs
Minimum of 15 years of experience:demonstrating established leadership across the project/ program/ portfolio management discipline and software/ IT function
Strong professional appearance and possess a high level of emotional intelligence and demonstrated seasoned acumen when interacting with both senior business and technical personnel, as well as delivery teams
Industry experience in Legal & Professional a plus
Scaled Agile Framework (SAFe) Program Consultant (SPC) Certification with a minimum of 1 year SAFe experience in leading a large scale waterfall to Agile Transformations is a plus, as well as experience with training in Leading SAFe (SA), and ScrumXP (SP) classes
Excellent consulting skills and the ability to lead as well as follow; a self-starter that will jump in and work well both independently and in a team setting
Enthusiastic and fun individual with an attitude of team empowerment and being a servant leader

Director, Portfolio Management Resume Examples & Samples

Establish and maintain regional relationships with key suppliers and lead pricing and contract negotiations
Build product and supplier strategies for categories managed with alignment to global strategies taking into account regional dynamics
Develop portfolio and launch new opportunities to expand revenues
Develop and drive initiatives to improve category profitability
Work with supplier base on key operational issues to improve customer satisfaction
Collaborate with Marketing to develop and execute marketing strategies for the category
Leading team to meet category financial objectives
Develop and present field team training presentations
BS/BA in Chemistry or Life Science required
5+ years of relevant experience in or a combination of marketing, sales, portfolio management and/or project management
4+ years managing a team
Demonstrated ability to effectively collaborate across a variety of teams (geographic, business type, management style); strong leadership skills and a commitment to our values
Ability to think strategically, to specify needs and requirements and to drive projects to successful completion
Proven track record of working under tight deadlines and demonstrating flexibility with priorities
Demonstrated ability to drive performance standards and execute in a results-driven organization through a high level of personal motivation and enthusiasm; ability to motivate others while working in a fast-paced environment
Effective process analytical skills; logic and reasoning skills
Ability to manage personnel to their maximum effectiveness and work effectively across multiple businesses and functional departments to drive results
Strong project management, negotiations, writing, and presentation skills
MBA or advanced degree a plus
Experience with business process optimization using Six Sigma, Lean, Kaizen and other techniques

Director, Portfolio Management Resume Examples & Samples

Operationalize the Optum Product Taxonomy
Jointly lead the cross Optum program that is working to operationalize the Optum Product Taxonomy
Established relationships with Optum business leaders
Understanding of the Optum Taxonomy and Optum Accelerate Innovation and Delivery Process
2+ years of experience managing a full product life cycle process
10+ years of product development and/or product marketing experience
Decision making, problem solving and innovation skills
Experience working in a fast - paced, metrics - driven, product - driven environment
Proven track record collaborating effectively cross - functionally with product, growth office, operations and other parts of marketing
Ability to move from the strategic to the tactical and back again while being effectively pro - active verses reactive
Ability to think conceptually and effective at translating concepts into practical and executable plans
Ability to work within a structured partnership environment, communicating at various levels across a large organization while bringing a flexible and creative perspective every day work important
Business acumen to work with senior leadership
Skilled in strategic planning and execution
Excellent communication (written, verbal and presentation) and organizational skills in deadline driven environment

Director Portfolio Management Resume Examples & Samples

Current Comcast experience required
Researches, designs, and develops corporate, division, and/or region level projects that deliver cost-effective services to support the Company's business objectives
Leads projects of major importance to overall business operations. Works with various senior managers and leaders to lay out project implementation guidelines and plan for manpower and/or other resource requirements
Evaluates outside service providers or contractors; provides direction in the development of tailored services; negotiates contract terms and conditions
Assists with staffing requirements relating to corporate projects. Conducts interviews, hires, and trains new employees for specific project assignments
Accountable for defining future state ‘best-in-class’ solutions and ensuring the successful deployment for all of the operational components for the strategic systems. Focus areas include Sales, Marketing, and ordering service
Reduces variation from processes so that simplification is obtained and operational efficiencies are gained
Creates clearly defined and mutually agreeable success metrics for each new system or process and establishes a plan to track, monitor, and measure the success of those metrics
Uses a methodical yet collaborative approach to each project by
1) Measuring the process and questioning the capability and quality,
2) Defining the problem statement,
3) Performing a gap analysis between the customers’ expectation and current process performance,
4) Standardizing solutions around best practices, and
5) Repeating the steps for continuous improvement
Develops repeatable, and thus scalable, plans and processes in order to speed time to market and improve operational efficiency
Interacts closely with a matrixed cross-functional team (both field and corporate) in order to secure alignment and solution excellence
Fosters an environment of empowerment, openness, inclusion, and objectivity all while striving to deliver solutions that benefit the entire organization
Works with our HR counterparts and identifies plans for change management, communication, and training needs
Responsible for all commitments within assigned organization and dependencies across the department

Director, Portfolio Management Resume Examples & Samples

Interact with Project Management, Business Development, Patent Counsel, Marketing, Market Research and Legal throughout the year to understand where gaps in the pipeline are developing and how to close them
Identifies brand drugs coming off patent and manages the process of compiling and analyzing product, competitive intelligence, market and other trend data
Interacts with Development, API Sourcing, Legal, Patent Counsel, Market Research, Manufacturing, Sales/Marketing, Finance, and Business Development to identify specific patent issues by product, formulation and bio-equivalence complexity/difficulty, development readiness, manufacturing capabilities, opportunities for paragraph IV, type and extent of API sourcing issues, brand sales forecast, generic penetration rates, price points and Sandoz market share
Develops specific milestones for development of each product. Once products are selected, coordinates with BD&L and project management functions to incorporate development progress and deal activity into portfolio management tool which models forecasted revenue for the products we have selected
Works with R&D to determine capacity implications and adjusts product portfolio as needed
Responsible for identifying new off cycle products to fill gaps as they emerge. Interacts with Generics Sector to determine what products are candidates for global development
Leads the operations and activities of a major functional area, recommending strategy. Requires in-depth functional knowledge and thorough company knowledge
Will participate in corporate strategy development through advocacy for programs and projects in their area. Requires cross-functional communication and negotiation. Makes decisions and implements policies that affect areas of the company outside their own functional area. May manage through subordinate managers

Director, Portfolio Management Resume Examples & Samples

The position will primarily be responsible for managing the investment portfolios across multiple asset classes backing life insurance products, reinsurance accounts, and other portfolios as assigned
Working with the asset classes, all investment portfolio parameters for each individual asset class and in total will be managed, monitored and controlled, to strive for superior risk-adjusted performance and profitability
Oversee compliance reporting/monitoring for various Portfolio Policies and Parameters limits and take appropriate corrective action if required
Investment parameters requiring tactical management and control include asset mix, interest rate risk, credit quality, foreign exchange exposure, liquidity, embedded options if applicable and new product pricing assumptions
All other constraints and limits per internal policies and the external environment, e.g., regulatory bodies, rating agencies, etc., are also within scope
Another key responsibility is to identify and recommend new investment strategies and introduction of new asset classes, within an integrated portfolio context and a risk-return framework, to improve overall investment performance. This is an ongoing responsibility that has a broader scope across the entire investment portfolio across all liability and surplus segments
Assist in the cross border development for various PM-related initiatives as Investments support for special projects to support specific business and investment needs

Director, Portfolio Management Resume Examples & Samples

Make high-level recommendations to ESD’s Workout Committee/senior management on complex workout proposals, revenue generating ideas, enhancements to current policies or procedures
Rigorously enforce ESD rights under the various project agreements
Conduct site visits to the Job Development Authority’s (JDA) top 25 borrowers to report on company’s financial performance, verify sufficient collateral for ESD’s position, conduct market research and maintain strong customer relationships
Structure new PILOT Agreements on JDA owned property
Negotiate and prepare legal documents for repayment of grants
Help respond to media inquiries involving employment and grants with the ESD Public Affairs Department
Work with MIS and Loans & Grants to implement new changes in the grants program to the employment database
Respond to requirements and questions of ESD and HUD auditors
Negotiate modification and workouts with company principals and other lenders
Obtain and evaluate appraisals and environmental assessments to determine collateral value
Maintain and manage properties obtained as a result of workouts or foreclosure actions
Negotiate sale or lease of JDA or New York State Urban Development Corporation property

Director, Portfolio Management Resume Examples & Samples

Lead portfolio management practice to provide clear visibility to the true state of T&P's prioritized commitments, with insights, risks and issues to facilitate decision making
Facilitate demand management practices to balance capacity with demand in support of the rolling portfolio management process
Provide leadership to address key strategic issues and opportunities, often working in collaboration multiple technology functions and business partners
Develop recommendations to the technology division senior management & leadership team
Building effective business partnerships and relationships with leaders across the T&P and across the firm business stakeholders
Manage a team of portfolio and strategic planning managers to implement changes drive execution
Adapt and enable SAFe 4.0 Portfolio Management framework across all functional areas
Manage a team of operations engineers, contributing to the success of the launch of the X1 Platform with our syndication partners
Experience leading and managing technology portfolio, demand, and resource governance teams
Previous experience working with one or more technology portfolio management toolsets
Strong, creative strategic thinking combined with strong team work, leadership and interpersonal skills
Exceptional problem solving skills that enable efficient identification of issues, structuring and execution of analysis, development of actionable recommendations and implantation of those recommendations
Experience in leading and influencing team across lines of business, technical functional areas and different levels of an organization
Strong understanding of and experience in driving change in a technology organization
Action orientation and desire to roll-up sleeves, get hands dirty and get into the depths of the business, with strong hands-on PowerPoint and Excel skills
Strong communication skills both oral and written and an exceptional senior management presence
10 15 years of experience in technology governance or technology management consulting
Prior line operating, and/or project management experience a strong plus

Director, Portfolio Management Resume Examples & Samples

Establishes and manages the implementation of strategic growth plans to ensure the market share and profitability of products. Identifies and tees up adjacent marketing activities and new product development ideas
Communicates with customers, management, internal departments, and vendors to coordinate the overall marketing and portfolio efforts in accordance with corporate goals
Leads monthly Global Products Review and quarterly Engineering meetings to review product development roadmaps
Provides input into product development through marketing feedback
Prepares and manages the Product Portfolio expense budget
Works directly with product portfolio managers on research and analysis of financial, technological, and demographic factors so that market opportunities may be capitalized on and the effects of competitive activity minimized. Manages pre-launch and launch of new products, putting together the team, business plan, and actions to meet deadlines, expected sales, and profitability
Tracks and monitor's FE market share for our entire portfolio of products, including assessment of Competitors products
Leads product launch processes and tracks performance of new product revenue growth to plan
Participates in national tradeshows and industry events, including participation, booth display needs, and proper product display requirements
Identifies and implements processes to strengthen communication, improve efficiencies, and increase morale between marketing and other departments
Manages Product Portfolio expenses specific to assigned product lines and products
Assists the entire marketing team in increasing the company's overall market share
Establishes and tracks metrics for Portfolio Management and Product Development
Performs other related duties as required or assigned
Provides direction to Product Portfolio Manager to manage key metrics.....Forecast to Sales, Warranty/Quality, Inventory Turns, SKU Management and Margin Improvement/VIP Initiatives
Supervises supervisory and non-supervisory employee(s)
Interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance, rewarding, and disciplining employees; addressing complaints and resolving problems
Working with Human Resources on employee issues
Effectively communicates information and responds to questions in person-to-person and small group situations with vendors, internal and external customers, the general public, and other employees of the organization
Reads and understands documents such as policy manuals and procedure manuals
Writes routine reports and correspondence
Adds, subtracts, multiplies, and divides numbers (using currency and other forms of measurement)
Utilizes common-sense understanding in order to carry out written, oral, or diagrammed instructions
Deals with problems involving several known variables in situations of routine nature
Plans the time, method, manner, and/or performance sequence of own work; may also occasionally assist in planning work assignments performed by others within a limited area of operation
Frequently makes decisions of both minor and major importance, which may affect the work operations of other employees and/or clientele to a moderate degree
Completes some moderately repetitive tasks
Uses noncomplex machines and equipment (adding machines, calculators, copy/fax machines, etc.)
Bachelor's degree in marketing or a related field (required), MBA preferred
Seven to ten years of relevant experience in marketing, portfolio management, product development, project management, or a related field (required)
Three to five years of supervisory/management experience (required)
Intermediate: ERP, Project Management, Word processing/typing, presentation/PowerPoint
Basic: Microsoft Office suite and hardware utilized in marketing, alphanumeric data entry, spreadsheet

IS Director, Portfolio Management Resume Examples & Samples

Provide business and technology stakeholders “intelligence” on the health of the portfolio
Understand, evaluate and manage risks to the portfolio
Primary escalation point for issues needing to be addressed relative to the capital portfolio
Demonstrate and communicate the value of portfolio management to IT and business stakeholders
5+ years of experience working in a large, matrixed enterprise environment
4+ years of Portfolio Management experience
4+ years of Finance experience

Director, Portfolio Management Resume Examples & Samples

Develop and implement processes and structures that drive greater transparency and alignment between strategy and planning, approval and execution of initiatives
Manage the execution of an initiative that will implement an integrated view of Manulife’s projects/ programs and particularly those that ladder up to strategy
Report on global strategic initiatives and a holistic view of change impact
Liaise across the organization to leverage knowledge, experience and current best practices to improve practices globally
Acts as change agent to lead and drive portfolio management and portfolio reporting
10+ year’s progressive experience in managing projects, programs and portfolio management
Creative and innovative thinker with an ability to challenge the status quo to drive significant change
Proven ability to quickly understand business, systems and project management processes and their risk implications, analyze complex situations, reach appropriate conclusions, and make value-added and practical recommendations
Highly self-directed and comfortable thinking through disparate processes, systems, solutions and areas to leverage enterprise linkages to support successful change
Project management and business analysis skills, including an ability to elicit and assess the effectiveness of requirements to drive quality solutions
Proven success in managing and building relationships with various stakeholders
Flexible and adaptable when dealing with change
A deep understanding of project management various delivery methods (eg. waterfall, iterative, agile)
Experience in use of change management strategies, tools and techniques to influence adoption
Presents complex ideas clearly, with an ability to manage the complexities of executing significant change and influence individuals across business boundaries to achieve objectives
Able to anticipate issues and think proactively to resolve issues and risks
Excellent written and verbal communication skills, with an ability to provide updates to all levels, including senior management
Strong financial acumen, with an ability to understand key metrics and their relation to business drivers
Highly effective negotiation and collaboration skills, combined with the ability to influence without direct authority
Flexibility to accommodate global project schedules, which may include off-hours conference call and occasional travel that may be required

Director Portfolio Management Resume Examples & Samples

Identify new product opportunities (short and long-term) and manage the cross-functional evaluation of these candidates including patent reviews, technical evaluations, and commercial assessments. Analyse information from various sources and convert it into compelling facts that enable go/no-go decision making in portfolio management
Develop business cases through collaboration with technical (R&D, Clinical, API), Regulatory, IP and commercial (Marketing, BD). Fully understand business case drivers, including competitive landscape, clinical requirements, and other potential external factors which may impact valuation
Prepare summary recommendations for product opportunities and present to Executive Leadership Team and other Senior Management for approval
Liaise with other functions on topics such as new project kick-off meetings, R&D project updates, launch management, operations planning, and commercialization/competitive scenarios
Collaborate with other regions to share product opportunities and work to maximize the value of global portfolio across all markets
Update portfolio information tools, reports and databases as new information becomes available
Perform ad hoc analysis and support diligence of opportunities identified by Business Development. Provide strategic diligence on acquisition opportunities
Support portfolio re-prioritization initiatives for pipeline products
Develops and mentors staff in a team-oriented environment
Bachelors degree in a scientific/technical or related field from an accredited college or university required. Advanced degree in business, management, or economics strongly preferred
10+ years of experience in the pharmaceutical and generic industry
In-depth knowledge of the U.S. generic market including patent challenges, an understanding of generic drug development and commercialization
Specialized or Technical Knowledge Licenses, Certifications needed: Strong computer skills including Microsoft Office suite
Familiarity with 3rd party pharmaceutical information services including IMS Health data
The person must be able to learn quickly, embrace new challenges, and leverage the expertise across the organization to drive business decisions
Detail oriented, able to multitask and meet deadlines

Director Portfolio Management Resume Examples & Samples

Ownership of IT Project portfolio management processes and governance
Co-ownership and governance of IT project funding process. Manage in collaboration with Group Finance execution of the process from all stakeholders
Ownership of IT and Market Coordination Board processes and governance
Evaluation of all project funding requests submitted to identify dependencies, system and process implications
Scenario planning and prioritization of demand based on overall company & functional priorities, available funds, costs & benefits and complexity analysis, in alignment with senior management
Decision recommendation for project portfolio approval to senior management and drive approval process
Owner of the Project Management Framework and reporting tool. Define the processes of Project Management for classic waterfall and agile project execution methods
Owner of the governance of all SDLC relevant processes in Global IT
Through Project management mindset support Global IT to live up to a true ‘Quality First&#8217
Responsible for compliancy of project execution including documentation, policy ownership, reporting and review of projects (e.g. Quality gates)
Be the organization change agent for all SDLC elements
Perform ‘top project’ Quality Gates reviews with GIT Project Managers
Continuous monitoring of project progress and providing regular updates to stakeholders
Lead the project management office
7 years work experience in project related function
Solid track record of successfully delivering projects in IT
Strong understanding of setup, planning and monitoring – progress tracking of projects
Strong analytical ability and problem solving skills with a desire to drive change
Ability to motivate a team, and be an active part of the solution finding process
Ability to develop a quick understanding of projects in terms of complexity
Experience in collating Training Needs Analysis and planning global technical training
3 years experience in people management
Organized approach to track, prioritize and handle multiple activities and able to work under pressure
Sense of urgency; ability to assess & prioritize work based on future planning; constraints and availability of resources; problem-solving/resourceful; flexible / adapt to change; open-minded
Fluent in English, both spoken and written
Advanced skill with the Microsoft Office package like Microsoft PowerPoint & Excel

Director, Portfolio Management Resume Examples & Samples

Responsible for planning and directing the operational and financial performance of two regions of the portfolio
Successfully implement a portfolio management strategy designed to maintain the value of the asset and positively impact the lives of residents. Ensure each property is operating at optimal efficiency and effectiveness with a high level of customer service
Manage each region in the most cost-effective manner consistent with the management contract and relevant portfolio management strategy
Maintain strong working knowledge of public and affordable housing programs, (including public housing, PBV, RAD, and LIHTC) and well as current industry standards and trends
Manage policies and procedures for the long-term oversight of CHA’s Property Rental Assistance & Moderate Rehabilitation contracts to ensure compliance
Oversee the quality of services by establishing and implementing systems, procedures and reports that ensure compliance with CHA/HUD standards
Work with the CHA Finance team to ensure appropriate financial and accounting systems are effectively implemented and followed
Establish and maintain timely and open communications with residents, staff, property managers, contractors and community stakeholders
Participate in budget preparation, capital planning, cash flow management and review of monthly financial reports to ensure accuracy and completeness, and that property management companies are conforming to established standards
Manage and supervise staff to ensure that they effectively oversee property operations in accordance with CHA and HUD standards
Ensure effective fiduciary controls are in place and that financial management activities are in compliance with contract objectives and established policies and procedures
Oversees the planning and implementation of major functions within the assigned regions including work flow, policy/process/system improvement and appropriate use of technology
Ensures effective implementation of the performance management and continuous improvement programs along with ongoing evaluation of the property management companies
Develop, in collaboration with the Deputy Chief, training and staff development plans for the portfolio management staff including leading the annual performance appraisal process for the department

Director, Portfolio Management Resume Examples & Samples

Direct and manage key strategic projects from beginning to end
Effectively communicate project expectations to stakeholders in a timely and clear fashion
Define scope, goals and deliverables that support business goals
Liaise with stakeholders and business practice leaders on an ongoing basis
Advise on levels of effort needed to achieve project goals
Plan, schedule and track project timelines and milestones
Develop and deliver portfolio progress reports, requirements documentation, and presentations
Assigns projects to appropriate team members
Identify and resolve issues and conflicts within the portfolio of projects and recommends prioritization strategies
Liaise with business and PMO leadership to govern project portfolio and advise on portfolio performance, resources optimization, risk mitigation and budget oversight
Minimum of five plus years project management experience or an equivalent combination of project management experience, development or product management experience
Strong written and interpersonal communication skills including the ability to communicate between technical and non-technical personnel
Candidate must be able to work unsupervised; have the ability to prioritize tasks; be logical, organized and work well with others
Candidate must be able to manage timely, effective response to customer needs and effectively communicate project status as requested and required
Exceptional communication skills and proven experience in writing clear and concise functional specification documents (samples preferred)
Ability to conscientiously manage and follow up on multiple concurrent tasks, requests and projects on tight deadlines
Proven experience with project management procedures and methodology, especially requirements management and schedule management
Capability to analyze data using advanced Excel functionality
College degree in related field
PMP and Lean Six Sigma a plus