Manager Portfolio Resume Samples

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L Brekke

Loraine

Brekke

765 Robel Divide

Boston

+1 (555) 488 1322

765 Robel Divide

Boston

Phone

p +1 (555) 488 1322

Experience Experience

Boston, MA

Manager Portfolio

Boston, MA

Hane-Bahringer

Boston, MA

Manager Portfolio

Monitoring of Client Satisfaction scores and complaints ratios
Analyse department performance and develop pro-active action plans to bring improvements
Responsible for optimising use of resources to successfully meet and exceed challenging SLAs
Responsible for placing the Client at the heart of the operating model, ensuring that only value add services are provided
Champion the Operations/Product partnership within Trade & Working Capital
Develop and implement strategic change initiatives to improve Client service and/or reduce operating costs
Ensure all team members receive sufficient on the job training, through supervision, presentations and knowledge sharing

Detroit, MI

Senior Manager Portfolio

Detroit, MI

Windler Group

Detroit, MI

Senior Manager Portfolio

Establishment of governance and structure to drive large scale strategic or cross functional / BU initiatives through effective programme/project management
Work with sub portfolio offices and analyse and make recommendations to BU change councils and group change council on portfolio prioritisation
Generate and co-ordinate the inputs to support BU and Group change councils decision-making including portfolio prioritisation criteria, processes, templates, benefits, resource capacity, scenario-planning and execution reporting
Provide a consolidated view of achievement of projects and programmes against the intent of the change landscape
Support portfolio pipeline management and alignment of portfolios to strategy and OLIs to ensure that BAGL is prioritising the ‘right’ projects
Provide consolidated benefits reporting and analysis on projects and review of change control of projects
Consolidate and deliver portfolio level reporting with views on investment/benefits, resource capacity and consumption, dependencies, impacts and risks/issues

present

Chicago, IL

Senior Asset Manager / Portfolio Manager

Chicago, IL

Beier-Hermiston

present

Chicago, IL

Senior Asset Manager / Portfolio Manager

present

Unlocking value in existing real estate assets (e.g. through securing development entitlements, repositioning)
Assist in identifying, pursuing and acquiring new investment opportunities
Possesses a large appetite and aptitude for learning
Provide regular reporting and communication to senior leadership on the portfolio
Manage ground leases associated with large land assets
Stay abreast of regulatory and political environments and understand how they impact the portfolio and identify risks and opportunities based on those trends
Create and maintain a comprehensive financial model for the portfolio that can be used as a tool for financial planning and strategic decision-making at property, project and portfolio levels

Education Education

Bachelor’s Degree in Business

The University of Alabama

Bachelor’s Degree in Business

Skills Skills

In-depth Open Account Operations knowledge, with a good understanding of the
Mass Leadership/People Management skillset, with a proven ability to lead, inspire and effectively manage talent as well as underperformance (essential)
Entrepreneurial and commercial thinking
Deciding and initiating action
Learning and researching
Products and product life-cycles (essential)
Relating and networking
Adapting and responding to change
Persuading and influencing
Creating and innovating

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Marketig Manager, Portfolio Cross Selling Resume Examples & Samples

Minimum of 5 years working experience in the banking industry, preferably in marketing
Fluent written & spoken Cantonese & English
Knowledge of marketing technique and banking knowledge is essential
Good interpersonal skills and be a good team player
Self-motivated, independent, results-oriented and able to work under pressure
Excellent skill in Excel/PowerPoint/Word and basic statistical knowledge would be added advantage

Senior Manager Portfolio Oversight Caribbean & Central Resume Examples & Samples

Establish and manage a risk control system platform to monitor and measure portfolio performance on key metrics. Develop early warning capabilities and set up tolerance thresholds to signal changes in the portfolio dynamics and shift in population (e.g. portfolio concentration, exception management, early warning vintages, PCL limits)
Develop portfolio oversight dashboard to monitor portfolio risk and profitability at the regional, country, product, and customer segmentation level. Proactively identify areas of opportunities for improvement and growth in accordance with the Bank’s credit risk appetite
Design a policy framework to evaluate the effectiveness of the existing credit risk policies. Conduct sound credit risk analysis to evaluate and recommend policy changes to control risk, maximize profitability and align with business reality
Conduct ad-hoc analysis and deep-dive reviews to deliver actionable portfolio insights in response to changes in customer behaviours, industry trends, market/macro-economic situations, and regulatory requirement. Provide executive summaries and action plans to mitigate risks and support prudent portfolio growth in target segments
Apply strong risk analytics and data management expertise to create a streamlined portfolio oversight data environment and reporting infrastructure. Share and promote the use of risk control system among team members and relevant stakeholders
Collaborate with business partners to support on-going business initiatives and due diligence activity. Provide timely support to a broad range of stakeholders including local credit risk management teams across the Caribbean and Central American countries, International Loan Adjudication Centre, Products, Marketing, Shared Services, Operations, Audits, and regulatory bodies
Minimum 5 years of experience in the credit risk management with comprehensive knowledge in portfolio management, credit risk policy and credit life cycle strategies (i.e. originations, account management, collections)
Ability to innovatively and prudently manage portfolio risks through the development of control systems that maximize profitability with an appropriate balance between growth and credit risk
Strong analytical and MIS background, including advanced SAS programming skills to extract, analyze and manage data from a diverse range of data sources to develop streamlined risk control systems and curate actionable insights for management purposes
Advanced level of MS Excel; ability to conduct complex analysis via Excel and ability to develop automated reporting using macro functionalities and pivot table
Solid interpersonal skills, with an ability to maintain strong and influential relationships with business area managers and executives
Excellent presentation skills; ability to create succinct and meaningful presentation. Presents and articulates views clearly and convincingly without overwhelming the audience with data
Strong project management skills; ability to prioritize a variety of competing initiatives on a concurrent or staggered basis
Ability to quickly turn around insight driven analytics in response to risk and portfolio performance issues as they arise
University degree in Business/Finance/Accounting. MBA or equivalent preferred
Fluency in Spanish is an asset but not required

Senior Manager, Portfolio Onboarding Resume Examples & Samples

College Degree in Business (or related area) required
Master’s Degree p referred
Demonstrated expertise with negotiations, consultation, and relationship building skills
Demonstrated high level analytical and problem solving ability to accurately diagnose key moderately complex issues; demonstrated expertise to understand and utilize data to accurately diagnose key issues
Demonstrated expertise in working closely with many different internal clients to successfully manage objectives and results; sees the benefits and values collaboration
Demonstrated ability to understand the impact of decisions and the ability to strive to improve team performance
Demonstrated ability to implement strategies and plans; demonstrated experience and/or knowledge of project management fundamentals
Recognized management and credible leadership abilities; ability to motivate other associates
Possesses experience in workflow analysis business process redesign and identifies and recommends process or procedural changes
Investment management, financial services, business knowledge and experience
Knowledge of law and investment adviser regulations; ability to translate legal issues into more understandable forms of communication
Good understanding of investment content
High energy and productivity level; assertive, self-motivated, can work independently and take initiative. Participates in strategic solutions and innovative thinking. Identifies what needs to be done and takes action before being asked or required; presents/implements new ideas or potential solutions without prompting
Excellent organizational skills and the ability to prioritize assignments, based on a broad understanding of the business requirements, to meet project deliverables; Establishes course of action for self and others to ensure that the work is done efficiently; takes the initiative to work necessary overtime as required. Assists less tenured associates with prioritizing tasks/projects
High level of professionalism – confidentiality, discretion, decision making, judgment in resolving problems and recommending a course of action
Demonstrated team player with ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements; Proactively helps other team members to be productive/successful; Participates in or facilitates the open exchange of ideas among the team and participates and/or leads work teams
Takes responsibility and initiative to facilitate conflict resolution, consensus building and problem solving. Demonstrated expertise to deal with others in an antagonistic situation, including using appropriate interpersonal styles and methods to reduce tension of conflict; assists less tenured associates with conflict resolution
Working knowledge and understanding of Dodd Frank protocol, FATCA protocol and other governmental reporting requirements
Excellent listening, written and verbal communication skills; gains acceptance of an idea, plan, or project through use of appropriate interpersonal styles and communication methods. Effectively comprehends communication from others and responds appropriately. Organizes communication, including the clarification of purpose and importance
Ability to work effectively both in positive and negative situations; maintains stable performance under pressure or opposition; handles stress in an acceptable manner
Demonstrated ability to adapt to changing professional and business needs. Implement or supports various change management objectives; helps less tenured associates effectively manage and adapt to change

Manager, Portfolio Resume Examples & Samples

Five+ years real estate experience, preferably with some direct transaction background
Five + years direct railroad and/or right of way real estate experience
Valid real estate license(s) for state(s) in which conducting business
Strong leadership, organizational, interpersonal, analytical and communication skills
Thorough working knowledge of Microsoft Word, Excel

Senior Manager Portfolio, Germany Resume Examples & Samples

Support the decision making of the Product Review Board regarding launches and licensing projects by providing business cases and commercial assessments; identify candidates for filings; 5 year forecasts
Support BD activities as and when required; business cases, market data analysis, commercial assessments
Support regulatory team with submission strategy: assess batch size vs market, provide requirements of the market, provide market data and commercial requirements that are required for the dossier
Provide forecast/market assessment to the Tender and Institutions and Sales & Marketing Retail Team for final review before launch. Collaborate with other functions such as regulatory, supply chain, EMEA Portfolio as to provide the latest available information
Support the launch activities of the local tech ops team and support the regional launch team. Prepare and support the monthly LST Review
Perform other duties as assigned, such as support of M&A projects in-licensing and out-licensing, presentations, etc
Portfolio Management, Licensing, Project Management, Business Intelligence, Launch Management, Regulatory, Supply Chain
Advanced excel, word, ppt skills
Used to preparing business cases, profitability calculations, NPV calculations
Used and comfortable to work in virtual teams, using any available tools such as TCs, VCs, Lync
Position functions autonomously, however regular and ad hoc reviews/consultations with Country Manager and Head Market Research & Business Intelligence
Minimum of a Bachelor's degree (or equivalent) in business administration and in technical/pharmaceutical sciences
Minimum of 2-4 years’ experience in a Business Development function in the pharmaceutical industry
Business English fluent speaking and writing, advanced German knowledge

Manager Portfolio Debtor Management Resume Examples & Samples

Approve and manage leave requests on appropriate HR systems
Manage team member’s performance, utilising HR support procedures as required
Ensure effective documentation retention and retrieval policies, in-line with ABSAs policies and procedures
Analyse and determine training and development needs for team members and ensure the right level of guidance and support is provided
Monitor overtime and absenteeism and take appropriate actions as required (with the support of Portfolio Head: Open Account Operations)
Conduct daily huddles and monthly team meetings, promoting empowerments, knowledge sharing and managing workflow
Accountable for the proficient management of staff performance, recruitment and development. Expected to provide coaching and guidance as necessary, to ensure that the team has the knowledge and awareness of regulatory, industry and process requirements
Demonstrate motivational High Performance Organisation leadership skills and behavior’s, building effective working relationships with all team members and leading by example
B-degree in (Field) (NQF level no.)
Mass Leadership/People Management skillset, with a proven ability to lead, inspire and effectively manage talent as well as underperformance (essential)

Manager Portfolio Resume Examples & Samples

Ensure department policies and procedures are followed at all times and that correcting actions are taken in respect of reported events, discrepancies or inaccuracies
Responsible to Portfolio Head- Open Account Operations for the delivery of a range of business critical processes
Provide technical Receivables Finance; Supplier Finance; Trade Loans; Selective Receivables Finance knowledge to the South African and African Open Account teams
Responsible for optimising use of resources to successfully meet and exceed challenging SLAs
Accountable for meeting or exceeding targets, with respect to people development, running and discretionary costs, service quality and overall productivity of the department
Accountable for establishing High Performance Organisation standards through the effective use of Performance Development standards and measurements (including where appropriate Disciplinary, Capability and Grievance procedures)
Accountable for all aggregate impacts of daily BAU volume demand and resource management to achieve success, whilst also expected to support change requirements as required
Accountable for developing a culture of continuous improvement within the department
Responsible for placing the Client at the heart of the operating model, ensuring that only value add services are provided
Responsible for developing scalability and volume insensitivity, aligning the department to both the
Product team and Clients needs
Accountable for the production and maintenance of process documentation
Manage technology performance and issue escalation
Develop and implement strategic change initiatives to improve Client service and/or reduce operating costs
Ensure all team members receive sufficient on the job training, through supervision, presentations and knowledge sharing
Manage team members performance, utilising HR support procedures as required
Motivate and encourage team to provide best in class service, providing regular feedback and coaching where required and actively promoting excellent team working
Create robust performance development plans for team members and provide support and guidance throughout the year (including regular feedback) in order to achieve established goals
Establish and maintain a succession plan and diversity management within own team
Demonstrate motivational High Performance Organisation leadership skills and behaviours, building effective working relationships with all team members and leading by example
Management and oversight of Performance Development consistency checks across own business area, in accordance with High Performance Organisation principles and participate in consistency checking across CIBW Operations
Support Disciplinary, Capability and Grievance activities as required Strategic manpower planning and functional skills development, ensuring that business needs are met
Analyse team performance and develop pro-active action plans to bring about improvements
Remain up to date with all ABSA policies and procedures, including all internal requirements
Live and demonstrate the Barclays values, at all times
Regularly review team processes and procedures to ensure that they remain efficient and effective at all times
Ensure that ABSA Open Account key stakeholders receive the appropriate level of service and conduct monthly SLA review meetings with stakeholders to review
Address and manage escalated queries and complaints
Responsible for the efficient and effective flow of work through the team to meet business targets
Provide Management Information (MI) as defined and required by the business
Develop and motivate the team committed to achieving high performance and success against output; service and quality standards
Provide leadership and guidance to the teams, in-line with the departments overall strategy
Deliver market leading service excellence via an effective Open Account Operations framework
Establish and maintain Operations policies and procedures
Accountable for the establishment of excellent Management Information (MI), for all areas of owned responsibility
Responsible for the development and implementation of key performance measures, necessary to drive continual unit cost reductions and improve service quality
Manage workflow across department and maintain effective MI in relation to completed activities, accuracy and Client satisfaction
Lead by example, acting as a role model for the Barclays Values and Behaviors at all times
Actively participate in and support Trade & Working Capital initiatives, such as Employee Engagement and Social Activities etc
Actively participate in and support in wider CIB Operations initiatives such as Employee
Engagement, Community and Diversity & Inclusion etc
Analyse department performance and develop pro-active action plans to bring improvements
Remain up to date with all Barclays Africa policies and procedures, including all internal requirements
Internal point of escalation for Client issues/complaints and point of contact for the promotion of the business to existing and/or potential Clients and activities related to the retention of existing business
Accountable for effective communication (oral and written) to small and/or large audiences, at all levels, with the ability to engage and inspire
Ensure sharing of best practice, skills and knowledge across the department and where appropriate working with other stakeholders across the Bank
Provide Receivables Finance; Trade Loans; Supplier Finance and Selective Receivables Finance technical expertise as required
Support the up skilling of the South Africa Open Account Operations team as required
Responsible for ensuring that all business messages are effectively cascaded and clearly articulated to all staff
Maintain visibility across the whole team by encouraging two-way communications, regular team meetings and providing feedback and reviews
Arbitrate as final decision maker in respect of grievance hearing to level two, within own area and other areas of CIB
Display exemplary operational management through coaching and leading direct reports and their teams, ensuring they meet demanding intra-day time critical deadlines and high service level agreements
Manage crisis escalations on behalf of relevant system users and need to invoke business continuity workarounds
Effective cost control and budget management
Establish clear priorities and deliverables, focusing on the overall direction of the Trade & Working Capital agenda
Monitoring of Client Satisfaction scores and complaints ratios
Ensure that all Open Account related risks are identified and effectively mitigated
Establish and embed effective LAM controls relating to Open Account systems
Accountable for financial losses as a consequence of processing failures in areas of owned responsibility
Accountable for Business Continuity Planning for owned processes, building comprehensive resilience plans as required, preventing business failure in the event of an incident
Responsible for Data Quality integrity across the department
Ensure controls are effective and tested regularly in accordance with policy
Ensure all process and procedure documentation is kept up to date, in accordance with ABSA policies (including control frameworks, risk management documentation and mandates)
Ensure all team members complete all required compliance training as defined by the business
Ensure that all regulatory requirements are adhered to as necessary
Test a sample of activities on a weekly basis by reviewing documentation and checking work completed by team members to see if control requirements are being adhered to
Coach the team members on areas for improvement and highlight major failures to the manager of the area
Provide evidence/supporting documents to auditors or management assurance consultants during formal reviews
Identify losses due to processing errors or internal fraud in the department. Escalate to the manager and provide all the required information to allow logging of the Risk and Loss events. Participate in the investigations
On a weekly basis, remind the team of their compliance requirements. If any team member does not understand their obligations, highlight to the manager to arrange briefings by the Compliance Officer
Draw the monthly SAP compliance training reports. Schedule new employees for compliance training within the prescribed timelines and do not allow employees to work until they have completed pre-requisite compliance training
Explain the requirements for Business Continuity to team members; nominate team members to participate in BCM tests
Make team members aware of all changes to policies, processes and procedures that are being planned for the area and ensure that they are able to incorporate the changes on the effective date. Ensure that team members read circulars that are relevant to the area and answer questions they may have
Champion the Operations/Product partnership within Trade & Working Capital
Build and maintain effective relationships with key stakeholders, across all relevant business areas (e.g. Product, Credit, Legal, other Operations business units)
Liaise continuously with internal customers for which the departments services are primarily geared, to ensure that their needs are identified, logged for action and appropriately addressed
Perform advisory services to internal customers to teach, coach, mentor, train and generally enlighten employees across the business
Set own personal development goal objectives and completed all required actions in order to achieve
Continuously look for opportunities to further develop own skills and expand knowledge base
5 years (Technical/Managerial) experience
Experience in the Receivables Finance/Working Capital product set
In-depth Open Account Operations knowledge, with a good understanding of the products and product life-cycles (essential)

Manager Portfolio Resume Examples & Samples

Support Disciplinary, Capability and Grievance activities as required
Strategic manpower planning and functional skills development, ensuring that business
In-depth Open Account Operations knowledge, with a good understanding of the
Products and product life-cycles (essential)

Senior Manager Portfolio Resume Examples & Samples

Drive Africa Investment Board agenda: act as secretariat, providing strategic insight where required, determining the forward agenda, ensuring each submission follows agreed governance processes and follow up actions to completion
Drive the implementation of end to end governance to ensure constant application of minimum standards, link to strategy and return on investment from each sub portfolio (RBB, CIB, WIMI)
Establishment of governance and structure to drive large scale strategic or cross functional / BU initiatives through effective programme/project management
Support portfolio pipeline management and alignment of portfolios to strategy and OLIs to ensure that BAGL is prioritising the ‘right’ projects
Work with sub portfolio offices and analyse and make recommendations to BU change councils and group change council on portfolio prioritisation
Generate and co-ordinate the inputs to support BU and Group change councils decision-making including portfolio prioritisation criteria, processes, templates, benefits, resource capacity, scenario-planning and execution reporting
Generate robust and reliable trend analyses and portfolio views to support BU Decision-making
Support integrated portfolio planning, sequencing and alignment
Undertake root cause analysis of key portfolio dependencies, risks and issues and advice regarding remediation and action plans. Escalate these to the appropriate governance forum where required Conduct overall project portfolio analysis and evaluate and disseminate key project learning’s across the change communities
Identify MI, system and process gaps impacting on BAGL’s ability to prioritise, manage and align portfolios. Support resolution of these gaps
Write presentations and reports for various stakeholders to keep them informed of progress and status of the Portfolio i.e. Barclays PLC, Africa Investment Board/EXCO, Management meetings, Monthly status reporting, and present them to the relative audience as may be required
Consolidate and deliver portfolio level reporting with views on investment/benefits, resource capacity and consumption, dependencies, impacts and risks/issues
Provide a consolidated view of achievement of projects and programmes against the intent of the change landscape
Provide consolidated benefits reporting and analysis on projects and review of change control of projects
Generate ad hoc reports reflecting the overall portfolio health (stage, status, penetration and over-saturation) of Portfolio
Coordinate the production of the Portfolio’s monthly status reports (all projects and small enhancements), including
BCom or similar
A postgraduate degree such as MBA or CA(SA) would be advantageous
At least 10 years financial services experience
Previous Business management, Corporate Governance or Company Secretariat experience
Project Management experience in large/complex business focused projects
Experience in analysis, data gathering, data collation and data interpretation
Experienced in team management with strong leadership and motivational skills
Background within Investment banking, Consulting or Technology
A postgraduate degree such as MBA or Chartered Accounting would be advantageous
Experience working in South Africa or Africa
Problem solving and analysis skills
Budgeting & financial planning
Decision-making & scenario-planning
Project management and change management skills
Relationship building skills (clients and suppliers)
Project planning and tracking skills
MS Office knowledge Workshop and meeting facilitation skills
Financial skills
Information Technology and digital skills

Manager, Portfolio Resume Examples & Samples

Initiate, develop and implement credit risk criteria for Marketing Eligible accounts across a range of segments and products establishing appropriate profitability trade offs using various tools to maximize business return on the business exposure ensuring that key business factors are understood and measured e.g. impact on usage, revenue and risk
Initiate, develop and implement credit risk criteria for retention activities across a range of segments and products establishing appropriate profitability trade-offs using various tools to maximize business return on the business exposure ensuring that key business factors are understood and measured e.g. impact on usage, revenue and risk
Initiate, develop and implement a range of portfolio risk pricing strategies using various tools to maximize business return ensuring that key business factors are understood and measured e.g. impact on usage, revenue and risk
Create and run an effective range of segmentation, champion/challenger programs in a fully controlled environment
Establish and maintain effective strategy performance tracking ensuring that strategies are performing as expected and feeding back learnings into strategy and / or policy changes in a timely manner
Development and implementation of a comprehensive range of account management policies consistent with achievement of defined business objectives
Identify and make enhancements to the businesss use of internal and external data sources within account management processes
Initiate, sponsor development and implementation of account management models as part of portfolio strategies
Role holder will be a key individual within the Customer Credit Policy management team and will be expected to actively contribute to the overall running of the department helping to shape and deliver on overall goals and objectives
Build and maintain effective relationships with business functions particularly marketing

Senior Manager, Portfolio Resume Examples & Samples

Build strong cross-functional engagement across multiple business units in Finance, Operations, Product and Program Management
Gather data on quarterly financial metrics and performance. Analyze data, build ROI models, evaluate trends, compare with industry benchmarks
Assist in consolidating technology and product roadmaps, highlight investment gaps, and provide insights on strategic investment allocation across the broader portfolio. Develop models for “ideal” duration, spend and deliverables for typical program categories
Identify and integrate software toolsets for automation and standardization of data collection and analytics, partnering with the IT team
Build dashboards for effective executive level communication across businesses and functions
Identify portfolio management benchmarks and best practices within current and adjacent industries
Engage with Advanced Technology functions on development roadmap and investment needs for growth programs
Attend Key phase exit reviews, highlight and summarize product development gaps and investment needs. Review individual Program Readiness Assessments and provide insights
Assist in expanding portfolio management beyond Wafer Fab equipment to Applied Global Services, and other key product divisions including Display
Be an extended resource to Finance and Product Management teams at the business units in market and application segmentation, sizing and resource allocation
Bachelor’s Degree with minimum 5-7 years of industry experience. MS or MBA preferred
Strong financial modeling skills. Ability to synthesize data from multiple sources into key insights and recommend actions
Knowledge of semiconductor industry and technology roadmap
Hands-on experience with software tools for data analytics and presentation
Experience building executive level presentations
Ability to innovate and solve unique and complex problems with broad impact on the business
Critical thinking and ability to influence and communicate effectively with multiple internal stakeholders (technologists, engineering, Ops, finance, marketing, strategy)
Ability to anticipate business and regulatory issues; recommend product, process or service improvements
Excellent time management and project management skills

Senior Manager, Portfolio Services Resume Examples & Samples

Provide day-to-day support to SAI investment staff for mutual fund platform, process and implementation-related issues
Identify and resolve platform-related issues, and advance platform-related initiatives by engaging investment management; cross-business operations, technology, compliance, product, and channel partners as needed, while escalating and communicating appropriately
Participate in platform and product initiatives as subject matter expert and platform owner; assist with project management as needed/appropriate and help to ensure comprehensive research and analysis, timely issue resolution, and operational readiness
Coordinate implementation activities across asset management, FPCMS, distribution channels and other business partners as appropriate
Assist in the preparation of management reporting, ad hoc analyses, etc
5+ years working experience
Domain expertise: foundational knowledge in asset allocation products, mutual fund/pool/managed account structures, mutual fund/managed account investment operations
Broad-based investment industry experience; experience with systems development projects, business analysis and quantitative analysis
Strong project management skills; experience managing complex projects with multiple stakeholders
Proven relationship management and communications skills
Record of strong team orientation; commitment to excellence; attention to detail
Interpersonal and Influence Skills: strong interpersonal skills with ability to collaborate effectively
Communication skills: ability to clearly and concisely present proposals, issues and analysis, both in writing and verbally
Process thinking: ability to design and implement effective processes, identify process improvement opportunities, etc
Analytical skills: ability to identify and execute robust data analysis (e.g. performance, attribution, trades, holdings, assets, security reference, etc.)

Manager, Portfolio Engagement & Growth Resume Examples & Samples

Minimum Bachelor degree
6 -8 years work experience within a cards issuing environment
In depth experience of the Singapore card issuing markets
Proven ability to drive results
Strong leadership and interpersonal skills, actual leadership experience a plus
Well developed presentation, communication and influencing skills
Ability to work in a complex environment – internal matrices and with external partners
An energetic and enthusiastic team player

Manager Portfolio Abam Fixed Income Resume Examples & Samples

B.Sc (Hons)/B.Com.(Hons) degree or equivalent NQF level 7
Chartered Financial Analyst (CFA) Charter
FSB Portfolio Manager Certificate / FAIS Regulatory examinations
Ten (10) years’ experience in financial markets and dealing with investment clients
Presentable to clients
Understanding of S.A. and global investment markets
Computer skills (MS Office)

Manager, Portfolio Execution Resume Examples & Samples

Minimum 3-5 years direct experience in discretionary investment management, with a solid understanding investment returns and potential risks, as well as a strong understanding of the operations and the information exchanged between Investment Councillors, dealers and custodians is an asset
Good investment management know-how and depth of experience, as it relates to understanding economic and capital markets data in order to describe the firm’s investment strategy to partners and clients
Operational and/or technology experience working within Wealth Management

Manager, Portfolio Engagement & Growth Resume Examples & Samples

4 - 6 years work experience, preferably Singapore market experience
Prior experience in managing external partners
Strong analytical skills and good business acumen

Manager, Portfolio Resume Examples & Samples

Minimum 4 years of experience with statistical tools, profit analysis, data mining and reporting
Prior experience in financial services with emphasis on consumer credit analysis or fraud analysis is preferred
Solid understanding of portfolio dynamics to determine profitability, loss, and balance attrition inter-relationships
Extensive SAS & SQL programming skills in PC, UNIX or mainframe environments

Manager Portfolio Oversight Resume Examples & Samples

Identify potential compliance, process and procedure gaps through daily review of compliance and investor required reporting
Develop and submit remediation plans to assist in closing the identified gaps for default servicing business group
Work with the default servicing group to identify training needs and participate in developing content that specifically addresses gaps in process, knowledge gaps identified via daily reviews and associated findings
Work with all operating divisions such as Bankruptcy. Foreclosure, CMOD, Doc Administration and Investor reporting to ensure contract requirements and servicing guidelines are being met
Research and develop answers for internal and external audits
Accountability
Graduation from a four-year college or university with major course work in a discipline related to the requirements of the position is preferred. Will consider the equivalent combination of job experience and education that demonstrates the ability to perform the essential functions of this position
Must be proficient in all Microsoft applications, with particular expertise in spreadsheet (Excel) and Powerpoint
Minimum of 2 years of mortgage experience. Loan Servicing experience preferred

Manager, Portfolio Insights Resume Examples & Samples

Provide analytical support to enhance early warning metrics that will identify customer and portfolio trends and trigger IFRS9 strategies to proactively manage PCLs
Build processes to leverage IFRS9 data created by Provisions to enhance insights on key portfolio trends
Support IFRS9 education of key partners that support the credit lifecycle both in GRM and Business Lines while developing communication strategy for IFRS9
Build strong relationships with key partners. Collaborate closely with multiple global stakeholders both within GRM, Finance and Business Lines to ensure alignment across key IFRS9 initiatives
Minimum 5 years of proven experience in financial services role, with analytics experience in retail portfolios
Proficient in SAS/SQL, Tableau, IBM Watson
Experience on development of business strategies leveraging analytics
Proactive, self-directed, and able to work independently as well as collaboratively in a team
Excellent interpersonal and communication skills with an ability to convey complex business and technical issues

Manager, Portfolio Insights Resume Examples & Samples

Support the development of both risk and financial frameworks to further enhance the profitability and prudent credit risk exposure across Canadian Retail portfolios and align with key GRM risk appetite measures
Provide financial insights and analysis that will identify origination, delinquency and provision trends and inform revenue enhancement and loss mitigation decisions
Collaborate with cross-functional teams in International and Canadian Banking to define best-practices on risk reporting and integration of financial and risk metrics
Demonstrate strong business acumen in supporting the business lines with risk proposals to implement new origination strategies and retail risk solutions
Knowledge on Credit Cards and Unsecured Lines risk products would be an asset

Senior Manager, Portfolio Resume Examples & Samples

Development of collection strategies including collection portfolio segmentation, dialer and contact strategy to improve operation efficiency and mitigate credit losses
Knowledgeable about collection processes and systems infrastructure in order to identify risk and implement strategies within servicing system limits
Establish effective strategy performance tracking to ensure expected strategies results, and if needed make policy changes in a timely manner
Communicate effectively with collections operations and systems teams to ensure collections strategies and tests are being deployed appropriately
Understanding of accounting and legal parameters and collection practices (e.g. Bankruptcy, deferment, forbearance) with experience related to student loan administration preferred
Manage a team of analysts/project managers, effectively manages and develops team members, provides candid and honest feedback on an on-going basis
Ability to work under own initiative in a high-pressure environment while maintaining focus on key business drivers
Promote a risk-aware culture; ensure efficient and effective risk and compliance management practices by adhering to required standards and processes

Senior Manager, Portfolio Resume Examples & Samples

Lead the development of underwriting and portfolio management strategies. Continuously evaluate new data sources and recommend enhancements and new strategies
Lead initiative to expand real estate lending product offers
Experienced working with Sr. Management
Maintain responsibility for the strategies to support loan loss forecasting and repurchase risk

Manager Portfolio Oversight Resume Examples & Samples

Establish, maintain, and enhance the relationship with FHLMC, FNMA, HUD, VA, USDA and Private Trusts and Securities that hold GSE, PLS and Government-insured loans. Facilitate regular meetings with insurers and investors to review asset performance, portfolio highlights and introduce new initiatives to drive performance improvement
Analyze portfolio performance from an operational and financial perspective. Collaborate with leadership and key business partners to develop and implement strategies to increase portfolio performance, compliance and profitability
Primary contact for insurer and investor, coordinate research for items requested within shared resource teams. Understand investor focus and ensure appropriate strategies and processes are in place to exceed client expectations
Maintain optimal tier / STAR rating on FHLMC, FNMA, MHA and HUD Servicer Performance Scorecard, requiring collaborative efforts across multiple lines of business to achieve excellent results. Develop business awareness, predictive ranking and cross-functional communication pertaining to the GNMA IOPP tool
Operationalize FHLMC, FNMA, MHA, and Government regulatory guidance changes through impact and risk identification and project management, as identified from Agency direct communication, Mortgagee Letters, Circulars, Memorandums, and Agency Servicing Communications
Manage the FHLMC, FNMA, MHA , Government Default Reporting accuracy and logic (SFDMS, VALERI, and EDR, WPII, ASDF), operational changes and risks which impact reporting
Ensure compliance to and provide oversight of FHLMC, FNMA, MHA and Government loan programs, such as PIH/Native American, Hawaiian Homeland, and 203K
Performs other duties and projects as assigned or as requested by senior leadership
Ability to lead the implementation of new products across all lines of business that have been introduced by the investor or insurer
Understand all products offered by the investor from a profitability, performance, and compliance perspective
Advance knowledge and interpretation of all investor servicing guides and exhibits
A thorough understanding of key Policy and Procedures – Ability to review and implement updates as required by investors or guidelines
Technical Learning
Graduation from a 4-year college or university with major course work in a discipline related to the requirements of the position is preferred. Will consider the equivalent combination of job experience & education that demonstrates the ability to perform the essential functions of this job
Advanced/Proficient knowledge of MS Windows operating system. Advanced/Proficient knowledge of MS Excel, Word, Visio and Powerpoint is expected
Advanced competency in written and verbal communication
Advanced presentation skills: presentation development and delivery
2-3+ years of recent, residential, mortgage servicing experience
2-3+ years FHLMC, FNM, MHA FHA, VA and USDA servicing experience
Familiarity of GNMA, Trust, and Private Security pooling and servicing requirements
Prior project management and/or team management experience
SQL code logic and Knowledge is a plus

Manager Portfolio, Assoc Produ Resume Examples & Samples

Provide input for product market plan to meet market segments' needs and product goals. Ensure portfolio strategies meet customer needs
Implement portfolio's marketing mix including: pricing, sales channels, launch activities, acquisition and retention, life-cycle management and customer migration paths. Manage day-to-day product portfolio issues to meet cross segment goals
Develop budgets, sales forecasts, DSM goals and profitability goals. Accountability to product P&L
Conduct evaluation of product portfolio and implement measures to maintain competitiveness
Responsible for excellent product implementation and accurate, timely communications of status
Lead and participate on teams to ensure effective marketing strategies are developed, product needs are understood and to reinforce cooperation
Bachelor's degree in Marketing, Business or related field
3 years in marketing
Proven results in one of the following areas; product development, launch, channel management, program management, or cost management

CP&A Manager, Portfolio Solutions Resume Examples & Samples

Proven ability to develop innovative conversion-driving marketing programs
Ability to manage numerous senior stakeholders and projects at one time with excellent project management skills
Must be able to build relationships and influence decisions internally and within our distributor organization
Strong understanding of all aspects of shopper marketing
Must have the ability to convert insights into executable shopper programs
Shopper/consumer insight development
Brand activation, integrated marketing, shopper marketing
Integrated business planning
Cost center management

Senior Asset Manager / Portfolio Manager Resume Examples & Samples

Bachelor’s degree; Master’s degree in applicable area of study desirable, but not required
Between 10 and 15 years experience in applicable real estate disciplines; preferably in the Puget Sound Area
Experience in overseeing business operations to ensure efficiency, quality, service and cost-effective management of resources
Experience in large complex land development and entitlement work for natural resource, agricultural and vertical development (residential, office, retail, industrial)
Experience in industrial and retail leasing
Awareness of the economic and market context at the global, national and local level
Strong verbal, written and interpersonal communication skills
Experience working in a private, family-owned company, working directly with owners preferred, but not required
Licensed real estate broker, preferred
Participate in strategy development and implementation in support of the organization’s larger vision as articulated by senior leadership
Collaborate with senior leadership to support the organization’s financial and operational goals
As required by the needs of the portfolio, build upon and lead internal and external asset management resources
Stay abreast of market trends and understand how they impact the property, project and portfolio levels and identify risks and opportunities based on those trends
Stay abreast of regulatory and political environments and understand how they impact the portfolio and identify risks and opportunities based on those trends
Create and maintain a comprehensive financial model for the portfolio that can be used as a tool for financial planning and strategic decision-making at property, project and portfolio levels
Create annual (or other regular timeline as appropriate for the asset) business plans for each asset
As necessary, evaluate and secure the appropriate capital for each asset
Provide regular reporting and communication to senior leadership on the portfolio
Represent the Segale Family and brand across a variety of third-party relationships
Lead entitlement work associated with large land assets
Manage ground leases associated with large land assets
Perform leasing activities; in some cases this may be handled in-house and in other cases will require direction and oversight of third-party brokers
Assist in identifying, pursuing and acquiring new investment opportunities
Oversee and direct property management; for built assets, this is with an in-house project management group and in the future, in other cases, may be with third-party contractors
Oversee and manage third-party contractors for future new construction activities
Additional functions and responsibilities as required