Portfolio Management Resume Samples

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J Gislason

Jalyn

Gislason

9575 Rodriguez Points

Philadelphia

+1 (555) 858 4724

9575 Rodriguez Points

Philadelphia

Phone

p +1 (555) 858 4724

Experience Experience

Houston, TX

Portfolio Management

Houston, TX

Kuhn-Koelpin

Houston, TX

Portfolio Management

Strive for continuous improvement in the efficiency of various projects/processes through automations and/or streamlining the work flows
Ensuring that actions are executed and, in many cases, own and execute those actions yourself
Partner directly with various sponsors, leadership and senior management through the Portfolio Management process
Prepare Communications Management Plan and Portfolio Management Plan for executives and key Stakeholders
Lead efforts to develop initial work plans and rough order of magnitudes (ROMs) for intake demands
Product Change management, issue of PCR/PCN (Continuous product improvement)
Ensure Application Development team compliance of resource and financial management adherence (Forecast and Actual)

Dallas, TX

Portfolio Management Group

Dallas, TX

Kihn, Pagac and Hamill

Dallas, TX

Portfolio Management Group

Assist in the portfolio management of existing client portfolios involving areas such as portfolio construction, investment manager / vehicle selection and rebalancing
Monitor and analyse performance of client portfolios as well as individual investment managers / vehicles used in the portfolio construction on a continuous basis
Support in content development involving bespoke client and prospect presentation books, request for proposal, and other investment-related analyses
Assist in prospect and client meetings explaining the PMG/ISG investment philosophy and portfolio construction process
Contribute to a range of PMG-specific projects related to technology development and general policies / procedures
For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams
Strong interest in financial markets and a good investment sense / commercial instinct

present

New York, NY

Portfolio Management Specialist

New York, NY

Klocko, Strosin and Satterfield

present

New York, NY

Portfolio Management Specialist

present

Assist with drafting project transition plans and assisting with team asset management, tasker management
Strategic Planning, Performance Management, and linking strategy to performance
Provide support to Program and Project Managers on Project Portfolio Management tool
Develops mechanisms for monitoring project progress and for intervention and problem solving with project managers, line managers, and clients
Review current NGA/R programs to determine what KCs and Portfolios might be good candidates to provide continued program development
Assist in Risk Mitigation by identifying risk elements and developing mitigation strategies for projects and potential transition issues
Perform Portfolio Delivery Reporting (Book of Work)

Education Education

Bachelor’s Degree in Finance

Georgetown University

Bachelor’s Degree in Finance

Skills Skills

Strong credit and risk analysis skills. Good aptitude or ability to understand elements of complex transaction structure
Computer skills; very comfortable with applications such as Word and Excel. Ability to understand and work with financial and project models
Strong ability to work efficiently and productively in a high volume environment
Strong credit and risk analysis skills. Good aptitude to understand elements of complex transaction structures
Ability to understand and work with project models
Ability to work in a team
Ability to interact effectively with internal and external clients and partners
Results oriented; is able to meet deadlines
Proven ability to analyze and interpret transaction documentation. Familiarity with leasing structures and documentation is
Computer skills, very comfortable with applications such as Word and Excel

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Gwm-portfolio Management Group Resume Examples & Samples

Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts Maintain knowledge of each account's unique requirements and sensitivities
Review and trade portfolios Manage orders and execute trades (equity and fixed income) across managed account business including the following
New account initial investing
Monitoring cash and security activity in clients accounts
Liquidating accounts Monitoring accounts for model drift and strategy deviation
Relationship management with internal clients (client facing teams) Work with various internal partners to complete business initiatives

Gwm-portfolio Management Group Resume Examples & Samples

New account initial investing and phase in
Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
Relationship management with internal clients (client facing teams)

Portfolio Management Group Resume Examples & Samples

Assist in the portfolio management of existing client portfolios involving areas such as portfolio construction, investment manager / vehicle selection and rebalancing
Monitor and analyse performance of client portfolios as well as individual investment managers / vehicles used in the portfolio construction on a continuous basis
Support in content development involving bespoke client and prospect presentation books, request for proposal, and other investment-related analyses
Work closely with PWAs to win and retain clients by formulating effective client pitches and appropriate portfolio proposals
Assist in prospect and client meetings explaining the PMG/ISG investment philosophy and portfolio construction process
Contribute to a range of PMG-specific projects related to technology development and general policies / procedures
For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams
Ability to work effectively as part of a team in a fast-paced, dynamic, and challenging environment
Strong interest in financial markets and a good investment sense / commercial instinct
Strong analytical, communication and interpersonal skills
Aptitude to manage multiple tasks by demonstrating project planning, organization, and time management skills
Proficient in Excel and PowerPoint and adaptability to other software products

Counterparty Portfolio Management Resume Examples & Samples

Analyse cleared OTC derivatives and listed portfolios for bilateral and house clearing requirements
Assess risk and margin model requirements / deficiencies
Products will include all cleared and non-cleared OTC's and listed derivatives
Draft requirements for risk related projects in the clearing and/or listed space
Coordinate risk related projects in the OTC cleared, non-cleared and/or listed space

Portfolio Management & Lending Head Resume Examples & Samples

Driving monthly/quarterly analytics & testing to deliver an annual installment sales volume of about $1.2billion (2014)
Strategize and execute plans for maximizing frontloading & cross sell of portfolio cards & lending products & apply balance growth initiatives e.g.: Minimum Due Review, payment hierarchy, core APR pricing tests to attract profitable segments into the portfolio
Optimize and execute credit tests, pricing test & pricing decisions to identify opportunities to increase response rates for Total Cards and Consumer Lending products
Work with internal departments e.g. risk management, decision management, finance and sales to ensure marketing programs & test programs are properly executed in a timely manner with the approved strategies, policies, and marketing budgets
Define, propose and agree with Risk and Product Management on credit proposals/tests
Define and execute all related credit line management activities for Credit Cards, Ready Credit and UPL to maximize risks/returns equation for the bank
Provide clear direction and communication to the advertising agency in devising, producing and the execution of advertising work
Define and execute fee strategy (red zone, etc.)
Define and execute Ready Credit and Personal Loans end to end related activities for business growth
Bachelor’s Degree in an analytical discipline; MBA preferred
Must have about 12-15 years of banking experience; minimum of 6-7 years of related and relevant Cards experience
Proven excellent interpersonal skills
Strong financial and analytical skills
Experience in risk & data management would be an advantage

Director, Client Portfolio Management Resume Examples & Samples

Provide a comprehensive representation of our philosophy, processes, strategies and performance; articulate and discuss various market and investment related issues as appropriate
Serve as a representative of asset management to deliver investment reviews and presentations for each product within asset management to internal and external clients across business channels
Strong client relationship, and written and verbal communication skills
8+ years of related experience in asset management
Broad based knowledge of investment products across asset classes
FINRA Series 7 and Series 63 required

Portfolio Management Specialist Resume Examples & Samples

Perform Project and Program Status Reporting and Quality Assurance analysis
Track Project and Program Status Changes
Perform Portfolio Delivery Reporting (Book of Work)
Track and analyze submitted Change Requests within Portfolio
Track Risks, Issues and Recovery Strategies for Programs
Monitor Project and Program planning and track Milestones
Create Governance Packs (reports, analysis, presentations) for Senior Stakeholders meetings
Provide support to Program and Project Managers on Project Portfolio Management tool
Collaborate closely with divisional lead to meet Portfolio stakeholders expectations

Director of R&D Portfolio Management Resume Examples & Samples

Review of brand calenderized projects to ensure on-time performance, issue identification and issue resolution. Participate in the stage gate review decision making process
Review of resources required to deliver projects. Help manage distribution of work across all R&D centers to drive productivity and effective use of resources
Review of upstream projects to ensure innovation sufficiency goals are met
Review all aspects of Formula/Package/Process technical readiness. Help identify key challenges and propose technical solutions
Development and coordination of key performance metrics to help drive productivity gains in R&D and Package Development
Project analysis and management reporting
Work with the R&D Finance team to develop business case/ROI supporting R&D, Packaging, Corporate Innovation projects
Periodic preparation of R&D, Packaging and Corporate Innovation leadership team presentations
Undergraduate degree in Chemical Engineering is required
Position requires 10+ years of experience in consumer product development
Experience in a multi-national, multi-location operational organization is required. Prior experience in a R&D, Packaging, Corporate Innovation organization is strongly preferred
Experience in Project valuation and ROI
Experience in portfolio valuation
Demonstrated results in improving processes and developing project management capabilities
Ability to work well in a dynamic and complex environment

Asset Management Portfolio Management Group Resume Examples & Samples

Monitor accounts to ensure alignment with Portfolio Construction’s recommended allocations; identify investment opportunities across book of business incorporating portfolio performance and trade analytics
Correspond & communicate with clients & integrated team members as necessary to explain rationale behind investment decisions
In conjunction with Manager Selection, track and monitor asset class flows resulting from tactical strategy shifts or portfolio rebalancing; coordinate and communicate implementation of investment strategy back to the Global Investment Committee
Assist the global head of the Portfolio Management Group in creating and updating business management presentations and analyses
Support portfolio managers in monitoring risk in portfolios, including concentrated positions, excess cash levels, and account specific restrictions
Assist portfolio managers with execution of one-off trades or tactical strategy shifts; responsibilities range from entering trades to preparing trade letters for non-delegated accounts
Prepare investment recommendations and supplementary materials for client meetings, including equity attributions and single stock research; attend & actively participate in client meetings
Create trade proposals for nuanced accounts, including single stock concentrations, significant tax issues, and client stipulations
Demonstrate interest in following capital markets and understanding the Private Bank's views across asset classes by attending Morning Meetings, 4:45 Investor Meetings, reading research, etc
Demonstrated aptitude for sales and client relationship management
Good judgment and discretion working with highly confidential information

Assistant VP Portfolio Management Resume Examples & Samples

P&L and B/S substantiation and reporting (including P&L explain / attribution, reconciliations, P&L commentaries, adherence to accounting principles, etc.)
Monitoring trading activity for compliance with various related policies
Providing management with technical and operational analysis of the business unit
Group, PC Change Management, Technology and other infrastructure areas
Regular interaction with FO business, Financial Control, Technical Accounting
Review daily P&L, P&L attribution, P&L commentary, flash to formal differences and manual adjustments
Develop a sound understanding of risk positions through detailed discussion with traders and risk managers on risk positions so that an appropriate P&L model is deployed with focus on key risk items and market moves
Perform insightful financial analysis to draw sound conclusions to present to senior stakeholders in onshore PC locations and Financial Control
Ensure that the team's KPI and SLA are met
Attend to ad hoc queries from the traders and other infrastructure partners relating to trading revenue and balance sheet
Foster a culture of performance improvement by serving as a lead for recommendations and be accountable for the delivery of qualitative and efficiency benefits from direct reports
Ensure the maintenance of a strong internal control environment. Monitor control reports to ensure accuracy of data for P&L, validation and downstream processes
Identify and drive process re-engineering and constantly challenge status quo for control improvement and process efficiency
Responsible for performance and development of the sub-team
Ensure escalation of issues to management on timely basis
Proactive involvement in new business initiatives
Build close working relationship with Front-Office, Middle-Office, Operations and Risk departments and promote PC profile. Be viewed as a trusted business advisor
Qualified accountant / CIMA
CFA / Masters in Finance / Financial Engineering would be an advantage
5-7 years of product control experience in investment bank
Audit exposure in large financial institutions / banks preferred
Good knowledge of financial product and markets of the relevant asset class and ability to learn
Good understanding of end-to-end processes of an IB and associated controls
Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and UK / US as part of a global team (written and verbal)
Excellent time management skills and ability to prioritise
Strong control awareness
Ability to work independently with a spectrum of people from junior finance staff to front office business heads
Proactive and change focused with problem solving ability
Ability to drive the team's agenda in large forums spread across various locations
Good influencing and negotiation skills and excellent communication and interpersonal skills
Displays enthusiasm, initiative and diligence
Works well in a team with high standards for team work

VP Head of Portfolio Management Resume Examples & Samples

Must have a detailed understanding of the business strategy and services provided under the Digital Office portfolio and understand how they all fit together
Must have a good understanding of the short, medium and long-term plans and strategies of the Digital Office organisation; must have a good understanding of the operational and transformational activities across the wider Digital Office portfolio
Must be able to use own expertise to influence policy formation and decision making for the Digital Office organisation, with particular relation to Digital projects and internal capability and in flight projects
Must be capable of engaging with senior heads of relevant business areas across the bank and the Digital Office organization; can debate, advise and influence these heads
Must be able to recognize and manage the risks and impacts associated with operational control tasks and procedures
Must have a high degree of knowledge relating to the tools, techniques and services relevant to the Digital Office Programme
Must have an understanding of the infrastructure components supported by the organisation. Must be able to identify Digital Office projects and the systems related to it

Gcg-portfolio Management Manager Resume Examples & Samples

Support Head of Portfolio Management in growing the Retail Business franchise and ensure smooth operations in Segment Strategy & Management team
Formulate, execute and manage segment programs to increase client fresh funds inflow, management of low revenue client ratios, wealth management product penetration and ad-hoc regulatory related projects
Develop new initiatives from portfolio analysis so as to deepen customer portfolio and deliver profitable revenue growth
Prepare proposals, program evaluation including tracking for campaigns and program results / performance
Attend to details of programs including profit and loss impact, execution, fulfillment management, and MIS tracking
Oversee program expense management with focus on Expense Efficiency/ Program ROI
Work with the Decision Management team to analyze segment profitability and client propensity to increase product depth ratios of clients within the segments
Work with the Wealth Management teams to develop and implement programs to increase product penetration for the segments
Work with Branches to solicit input, feedback and evaluation of programs
Minimum 3 years of experience in the banking industry preferred
Presentation and communication / negotiation skills

Counterparty Portfolio Management Resume Examples & Samples

Model and Price Interest Rate, FX, and CDS swap and option derivatives
Calculate CVA credit and funding charges on new uncollateralized derivatives
Understand basic corporate credit analytics for use in assessing counterparty credit risk
Execute and book new Interest Rate, FX, and CDS trades
Signoff on daily risk and P&L reports
Evaluate, monitor, and execute CVA hedging strategies
Coordinate risk related projects in the CPM Trading and Bilateral Risk Management space
Degree in quantitative studies including Business, Finance, Accounting, Mathematics, Economics, or Engineering preferred
2-5 years of experience in Investment Banking, Fixed Income, Sales & Trading, Operations, or Credit
Strong communication skills including fluency in both English and Japanese
Familiarity with OTC derivatives, especially Interest Rate, Credit, and FX
Comfortable working in Bloomberg, Excel, and market trading & risk management platforms

Overlay Portfolio Management Specialist Resume Examples & Samples

1-3 years of securities and financial markets experience with a focus on portfolio administration, portfolio management, investment operations and/or trade support
Basic understanding of the broker/dealer industry, the distribution channels served, managed accounts, trade practices and portfolio rebalancing
Experience with equities, fixed income, mutual funds and ETFs
Strong computer skills – specifically Microsoft Excel and Access
Proficient business math skills. Experience with Fiserv Security APL or other portfolio accounting systems
Series 7 and 66 licensed
Strong interpersonal, communication (written and oral) and organizational skills
Excellent prioritization skills with proven ability to manage multiple tasks and meet deadlines
Detail oriented with the ability to follow tasks / assignments to completion
Ability to work in a fast-paced ever-changing environment and meet established company deadlines with proven success
RBC maintains consistently high credit ratings: S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as of July 2014)

Portfolio Management Director Resume Examples & Samples

Bachelor's Degree in Business Administration, Finance, Real Estate, or related field
Minimum 7 years of direct experience in Corporate Real Estate activities including portfolio strategic planning, demand planning and forecasting, due diligence, market and property evaluations, acquisitions, dispositions, leasing, transactional negotiations
Minimum 3 years of experience managing real estate transaction processes
Experience developing strategy and managing implementation of planning, transactions, and projects within a corporate real estate context
Contract Management and Negotiation experience
People Management, Change Management, Organizational Development and Leadership experience
Strong financial/analytical background with proficiency in Microsoft Office suite applications with emphasis on Excel and PowerPoint
Ability to prepare and present high level presentations and analyses/transaction summaries to senior executives
Demonstrated ability to successfully manage multiple real estate-related projects with delivery of timely and quality results
Keen understanding of CAM, Real Estate tax escalations
Proven track record of successful real estate transactions
Ability to multi-task in a collaborative, fast paced environment
Excellent verbal and written communication skills and interpersonal skills
Ability to effectively interact with all levels of an organization and management and ability to build broad external networks
Self-starter; demonstrated initiative
Experience working in and maintaining trusted business relationships in and around Universal City and Los Angeles, CA
MBA in Real Estate or related field preferred

VP, CMB Portfolio Management Resume Examples & Samples

Conduct analysis of the portfolio including overview of product, sector and geographic profile to include portfolio composition, concentration and correlation risk identification
Develop and implement Early Warning Indicators to facilitate excellent portfolio risk management
Develop policies, procedures and strategies to improve portfolio composition and performance, focusing on capital/RWA improvements across products, segments and geographies
Provide first line input for risk appetite setting and resulting limits
Provide first line input for stress testing
Support the transaction management process by providing information which informs the risk / return on new transactions
Act as back up for the senior manager Transaction Management team in the review / sign off of new transactions
The role-holder will work within the wider GB / CMB Portfolio Management team to leverage and share best practice globally
Coordinate with CMB management, client and product managers, and support partners to ensure concepts are incorporated into business decisions
Other general activities as may be required to fulfill PM's objectives
Segment Heads / Product Businesses / Product Providers
Local Markets
Accounting & Finance and Commercial Analytics

Portfolio Management Internship Resume Examples & Samples

Understanding of finance and fixed income investments
Previous investment experience and demonstrated use of quantitative analytical tools and databases is preferred
Two internships are available for the following timeframes: May 2015 – Dec 2015 and Aug 2015 – May 2016
Between 20 and 40 hours a week dependent upon intern availability and workload

Gcg Portfolio Management Manager Resume Examples & Samples

Responsible for the management of the business control function for the CitiBusiness within the confines of the Bank’s credit and business policies so as to avoid adverse audit reports and / or put the portfolio at risk
Supervise excess / past due monitoring; perform checks / review periodic BAU monitoring activities (OD excess report, Trade report, Loans, FX); ensure follow-up and escalation where necessary e.g. unauthorized excess, overdue, aged Trade past dues
Support the Business by monitoring overdue reviews, extensions and produce periodic statistical analysis for senior management reporting purposes
Review month-end reporting of accounts (placed under monitoring) to be approved by Credit
Review ASTAR AR 1 - 5 items (unauthorized excess, document deficiency, overdue reviews and extensions, overdue conditions and accounts placed on an Exit Strategy)
Exercise supervisory judgment and ensure timely and accurate Early warning triggers escalation
Monitor timely and accuracy of collaterals revaluation; margin call; collateral shortfall and any credit exceptions and ratifications
Responsible for the review of department Loan Operating Procedures, Delegation of Authority; etc
Active participation in relevant related projects with a special focus on various impacts (e.g. process impacts both upstream/downstream, credit, business)
Perform Quality assurance checks on call reports and any other area as decided by the business
General knowledge of credit and banking products
Relevant work experience in risk management with emphasis on risk analysis and portfolio monitoring
Excellent organizational and time management skills Strong work ethic and teamwork skills “Can-do” positive attitude, open willingness to learn and adapt to new policies and procedures
Ability to multitask in an ever-changing environment PC Skills including Microsoft Excel, PowerPoint and Word Training

Portfolio Management Resume Examples & Samples

Sound understanding of derivatives (including IOS, CMM and total rate of return swaps), statistics, and broad fixed income market sectors
Solid understanding of Prudential Fixed Income client portfolios and multi-sector mandates
Ability to work in a stressful environment is a must

Portfolio Management Internship Resume Examples & Samples

The role will assist in monitoring and reporting activities on assigned accounts. He will learn how to identify portfolio weaknesses and report on client/activity issues
The role will take part to the analysis management of accounts, annual and interim financial statements and business plans, public records and other available information
He/She will support the review waiver activity
The Stagier will support the team leader in the credit process for refinancing/restructuring existing deals
He/She will learn how to be always compliant with the requirements of governance, risk management, corporate and regulatory standards
Interest in: portfolio management, structured loans
Knowledge of financial statement analysis and financial modeling and valuation
Proficiency in Excel, Word
EU work permit
Bachelor’s Degree in Finance, Accounting, or Business Administration

Portfolio Management Group Resume Examples & Samples

Serve as a client service contact to clients / clients’ advisors
Assist in managing portfolio implementation and rebalancing
Assist in managing cash balances
Serve as key liaison to other areas supporting the PMG business including legal, compliance, and technology
Manage generation of client reports including quarterly reviews, performance attribution, and other ad hoc requests
Execute, process, and reconcile trading and other investment related transactions
Lead or participate in efforts to improve efficiencies
Excellent communication skills, both written and oral
Strong interpersonal/leadership skills and a desire to work in a team-oriented environment
Proficiency in Windows technology (Outlook, Word, Excel, etc.)
Series 7 and 66 required (must be obtained within three months of employment)

Chase Private Client Portfolio Management Group Portfolio Specialist Oh Resume Examples & Samples

Portfolio Manager with at least 2 years of experience managing private client portfolios (equities, fixed income) including being proficient in developing financial plans, explaining transactions, identifying financial goals and objectives, and monitoring investment portfolios for clients is required
BA required, MBA and/or CFA desirable
Strong communication skills, both oral and written. Strong interpersonal skills
Working knowledge of Microsoft Word, Excel, Access, and Powerpoint

Portfolio Management Group Resume Examples & Samples

Assist in the portfolio management of existing client portfolios involving areas such as portfolio construction, investment manager / vehicle selection and rebalancing and currency exposure monitoring
Conducting daily cash management and FX exposure analysis; including daily trading of spot and forward FX, and Money Market Funds
Manage all operational aspects of managed accounts, including trading, position reconciliation, capital calls, private equity events, product maturities
Financial background (Investment Banking/Investment Management/Private Wealth) ideally with experience in a support or operations role
Time Management and the ability to prioritise
Strong organizational skills and attention to detail is essential
Knowledge of Microsoft Office software (Outlook, Excel, PowerPoint and Word)

Portfolio Management Specialist Resume Examples & Samples

Answer phone in a pleasant, helpful and professional manner. Have knowledge of key internal and external relationships and understand their typical needs. Determine how best to meet those needs and/or whether appropriate to connect with team members while in meetings or otherwise busy. Addressing most inquires will require understanding of the department’s overall operations, policies and procedures
Be responsible for maintaining one or more individual team member calendars and communicating with the team to ensure schedules are coordinated and upcoming events are well understood. Maintain team calendar
Assist team scheduling/preparation of client meetings, including coordinating schedules, securing meeting rooms, arranging refreshments and other arrangements
Make travel arrangements for team members and prepare itineraries as needed. Use Concur system to process and submit team expense reports
Assist in preparation of presentation books for client meetings and new business opportunities. Follow-up after meetings and calls and capture key notes, contact updates and follow-up activities in Salesforce CRM
Help with a variety of team member activities including philanthropic lunches/dinners, Board and Committee events and Baird Sponsored events
Filing, general organization assistance and various duties as assigned
Administrative experience in working with multiple team members
Strong computer skills. Knowledge of Microsoft Outlook, Word, PowerPoint and Excel are a must. Working knowledge of Salesforce CRM systems is preferred
Strong interpersonal communication skills, both oral and written with the ability to take complex issues and distill them to key points. A high level of professionalism is mandatory
Ability to work independently in a rapid paced environment with general supervision. Proactive approach and strong follow-up are very important. Team play is critical
Ability to handle multiple projects simultaneously and with time pressure

Portfolio Management Services Specialist Resume Examples & Samples

Perform Portfolio and Program Status Reporting and Quality Assurance analysis
Perform Portfolio Delivery Reporting and Milestones tracking
Monitor and analyze submitted Change Requests within Portfolio
Track Risks, Issues and Recovery Strategies through Portfolio and Program reporting
Create Governance Packs and supporting materials (reports, analysis, presentations) for Senior Management Review Forums
Provide support to Portfolio and Program Managers on Project Portfolio Management tool
Ensure high quality of reports and analysis, and effective communication
Create/update process documentation (if required)

Portfolio Management Services Junior Specialist Resume Examples & Samples

Solve operational tasks in timely manner according to the operational SLAs, working procedures agreed with clients and based on the Service Catalogue
Ensure support and provide consistent information to the project portfolio management community
Analyze and resolve issues within the Project Portfolio Management tool landscape
Handle all support requests related to the projects data
Contribute to the local PoM Wroclaw team services
Propose and implement improvement to processes

Portfolio Management Resume Examples & Samples

Partner with the Risk Policy and Finance groups to forecast credit losses and recommend appropriate level of Loan Loss Reserves (LLR)
Run loss forecasting models for both planning and Federal stress testing purposes
Actively involved in the annual NCL (net credit losses) planning as well as monthly and quarterly update process, preparing various presentations on this front for Senior Management
Enhance forecasting accuracy by participating in the development of industry leading forecasting models and tools; interact with various vendors like Moody’s and credit bureaus on an on-going basis to incorporate cutting-edge loss forecasting tools and benchmarking data into our cost of credit planning process
Continuously improve Loan Loss Reserve strategy and management adjustments by close study of various economic trends and their impact of the portfolio’s delinquency and loss performance
Establish and maintain effective Portfolio Stress Early Warning triggers using various modeling techniques
Partner with Collections to perform comprehensive Troubled Debt Reserve analysis in support of the LLR recommendations
Proactively search for gaps between regulations and the day-to-day business practices and propose enhancements to ensure full compliance
Actively participate in all the internal and external audits on LLR and loss forecasting by preparing information and materials per the auditor’s request in a timely fashion
Strive for continuous improvement in the efficiency of various projects/processes through automations and/or streamlining the work flows
Coordinate the Basel II/III reporting process and perform trend analysis on key economic capital drivers for all consumer lending portfolios
Master's degree with specialization in Statistics, Math, Economics, Finance or other analytical field
8+ years of work experience in credit risk management
Working knowledge of various modeling tools including decision trees, time series, regression and ANOVA analysis, etc
Proven Basel II/III competency
Outstanding communication and project management skills
Self-starter with the ability to work towards multiple deadlines
Self-motivated and quick learner
High proficiency in Excel spreadsheet and PowerPoint
Knowledge/Experience in using SAS, SQL and MS Access or VBA a plus

Portfolio Management Rewards Manager Cards & Unsecured Lending Resume Examples & Samples

Excellent understanding of Unsecured Lending & Cards Portfolio Products, with at least 5 years of related experiences
Analytical ability and demonstrated strength in quantitative analysis and sales KPI
Good understanding of Cards consumer credit and risk
Able to perform under pressure. Self-motivated

CCB IT / Portfolio Management Director Resume Examples & Samples

Experienced leader who typically manages a team comprised of IT managers within the Project Execution job family
Leads large complex technology programs with advanced budgets, containing multiple, interrelated projects targeting at achieving an overall business goal
Ensures project is completed in accordance with all Risk, Architecture and other relevant firmwide guidelines. Coordinates resources (staff, equipment, vendors and consultants) across one or more projects
Manages budget for assigned program, monitors program progress and adjusts resources and priorities accordingly
Leader of organizational, operational and/or technological change
Establish strong relationships across CCB Business Management Office and CIO Organizations to strategically plan and execute on the envisioned IPDMO roadmap initiatives & govern related agendas, programs, projects, action items and deliverables
Partner with the Senior Leadership Team, CCB Business Demand Mgmt, CCB Program Management Practice, and CIO Organizations in all areas of Investment Portfolio & Demand Management including planning, demand analysis, prioritization, capacity forecasting and reporting, execution monitoring
Work with the various CCB Partners to derive portfolio insights, business priorities, and execution health, to deliver on the approved CCB book of work
Maintain an understanding of the business demand across the assigned CCB Portfolio throughout the DM life cycle
Oversee the supply and demand management ensuring the proper prioritization and implementation of key programs. Manage and facilitate CCB Portfolio demand /capacity challenge resolutions
Drive standardization across processes and reporting. Suggest and implement controls to improve efficiency & accuracy of existing processes. Build and rollout new training efforts to address knowledge gaps
Plan and participate in people and communications agenda including town halls, extended management team meetings, skip level lunch programs, and driving global connectivity
Establish and manage governance forums, as required, including weekly staff, CIO IT DM Cadence, and Steering Committee meetings
Track all key action items and deliverables associated with governance, metrics, and business management agenda
Develop key MIS performance analytics and reporting
Monitor business training including registration requirements/fulfillment, as needed
10+ Years of experience in the following
Technological, Organizational and/or Operational change management
Partnership & Influence
Budget / Financial Management including Business Case completion
Excellent interpersonal skills with the ability to build relationships across all levels and influence key stakeholders
Strong management consultancy, program/project management, & data analytical skills with oral and written communication aptitude
Innovative thinker with the ability to derive, formulate, and develop new concepts, systems, processes and initiatives; Self-starter with the ability to think creatively and laterally
Process-oriented with strong organization and critical problem solving skills
Strong reporting background, particularly in consolidating, manipulating and presenting large volumes of data
Deep execution experience with a demonstrated ability to meet and enforce deadlines
Minimum of 12 years professional experience, with at least 8 years in IT or Business Management, preferably within a technology services organization
Education: Bachelors or Masters Degree in Business or CIS

Client Solutions, Portfolio Management Resume Examples & Samples

Degree or higher level qualification preferably in a quantitative subject (physics, maths, statistics, economics, finance)
Minimum 3 years of relevant experience in an asset management or investment banking environment, preferably within a front office area
Some knowledge of fixed income portfolio management and/or derivatives
Some knowledge of synthetic equity and/or FX overlays
Broad interest in financial markets and investments
Good knowledge of Excel and basic financial modelling techniques
Must be able to demonstrate pro-active problem solving involving teams across the business
Team player coupled with a strong sense of ownership and accountability
Confidence and ability to develop strong relationships and work across diverse business units
Awareness and attention to detail are vital
Proficiency in European languages such as German, Dutch, Italian or Spanish encouraged

Director of Portfolio Management Resume Examples & Samples

Develops portfolio management processes, templates and reports to support best in class portfolio management function. Proactively identifies areas for growth, partnering closely with the IT and business stakeholder group
Responsible for developing, maintaining and supporting the portfolio management tools and reporting. Builds training and procedures to support all portfolio management tools
Manages the portfolio meeting structure the IT and Executive levels. Prepares materials, provides ad-hoc analysis, resolves necessary issues and questions in advance of the meetings and tracks status for all defined action items
Ensures benefit tracking is followed through full life cycle of implemented process and/ or system. Builds necessary process and tools to capture status on adoption, usability, defined KPI’s and provide transparency to sponsor and stakeholder groups
Ensures transparency, alignment and clear communication of strategic programs and their resource impacts across the IT and business areas
Partners with Director of Project Governance to provides mentoring and coaching for the Project Manager community, serving as a point of experience and excellence
Manages reporting functionality and processes from all project and portfolio tools to ensure full and accurate visibility
Develop the roadmap for the portfolio management function at PVH, identifying opportunities to provide optimal value to the business
A minimum of 10 years' experience in the project management, portfolio management and PMO areas
Extensive background in developing and managing portfolio management processes, techniques and tools
Experience in facilitating change with senior-level stakeholders
Experience working in a global and matrixed environment
Proven internal and external influencing skills at senior management levels
Experienced change agent able to work across levels, cultures and functions to gain consensus and drive implementation
Can see the larger picture with the ability to define vision and strategy
Executive presence required

AAM Portfolio Management Internship Resume Examples & Samples

Proven ability to use quantitative analytical tools and databases
Basic understanding of insurance products
Will need to commit to working during the summer and the proceeding or following semester

Specialist, Project Portfolio Management Resume Examples & Samples

Recommends investment decisions based on the project portfolio roadmaps; acts as a consultant to stakeholders providing advice and guidance on all requests within the portfolios, bringing together experts to gain agreement on logical approaches that ensure appropriate standards and best practices are maintained
Provides transparency into total cost (estimates and actual), and benefits/ROI
Owns the prioritization/funding process for portfolios of projects
Approves creation of change requests associated with active projects
Manages assigned stakeholder(s) and owns interaction with committees and/or Senior Management
Communicates to assigned stakeholder(s) and owns production and presentation of standard project portfolio reporting (current roadmaps, recommendations, summary of issues/risks) and metrics
Serves as a subject-matter expert for assigned portfolios of projects; mentor to other employees as required
Independently delivers a high-quality work product; mentors others for the same
Confident and able to lead discussions to recommend and agree decisions

Gcg-segments Portfolio Management Resume Examples & Samples

Drive and execute campaigns for franchise revenues (Assets & Liabilities) and cost efficiency in the Retail Bank across the entire wealth continuum segments - Citibanking, Citi Priority, Citigold and Citigold Private Client
Implement plans for the portfolio growth for increased product penetration and engagement; Net New Money Growth in the portfolios; drive transactional / payments usage for sticky behavior, reduced attrition / downgrades / AUM outflow through analyzing robust MIS reports or by benchmarking the competitor landscape
Implement plans for new revenue opportunities and develop initiatives to drive volumes, maximize revenues opportunity for every client based on their needs
Execute on Digital strategy; plan SIPS strategy together with stakeholders to drive segment KPIs, cost efficiency and create the right cost to serve models
Migration of customers to the right servicing model to optimize cost efficiency
Formulate a smooth upgrade and downgrade process for greater customer experience
Formulate programs that encompass market opportunities, segment development and product penetration
Focus on Low Revenue Customers, to minimize the loss by migrating to low cost of servicing, upsell/cross-sell and if all fails, aggressively attrite the customers form the base
Develop and implement programs to increase customer engagement and satisfaction across rewards, recognition and events
Increase rNPS score through customer satisfaction via relevant product offerings, efficient servicing channel and client recognition
Drive process improvements, optimize platform for front-liner enquiries
Minimum 7 years experience in the banking industry
Presentation, communication, negotiation and persuasion skills
Resourceful, creative, assertive, dynamic, detail oriented and good articulation skills

VP, Portfolio Management Resume Examples & Samples

PAM AMERICAS and PEF need a senior executive to deal with problem loans
Strong and demonstrated technical understanding of Export Finance and Project Finance products
Strong financial and credit analysis skills
Effective managerial and leadership skills
Includes ability to sit on steering committees and negotiate restructurings which minimize or eliminate losses to the bank
Track record in portfolio management key skill
Language skills: Fluency in Spanish is preferred

Portfolio Management SAE Resume Examples & Samples

Portfolio management responsibilities include but are not limited to
Ideally an advanced degree in a quantitative fields (e.g. economics, finance, engineering, physics, and math)
Intuition for and a passion in financial markets and ideally some experience or expertise in equity / FI / Commodity
Understanding of statistical concepts and preferably practical experience working with large data sets
At least basic programming skills and preferably knowledge of modern programming language (Python, R, Matlab, etc.)
Excellent verbal and written communication, teamwork, and relationship-building skills
Detail-oriented and self-motivated; Ability to produce a high quality work in a demanding, fast-paced environment; demonstrated consistency of delivery and attention to detail

VP Portfolio Management Resume Examples & Samples

Partnering with C-level commercial and technology leaders, determines the priorities, plans and objectives that support the strategic direction of the portfolio management team across all locations and establishes clearly aligned plans to address the long-term business strategies and goals of the New Lexis platform
Works with senior leadership to optimize best-in-class reporting, analysis and development processes to improve cycle time, reduce development costs, and produce repeatable solutions and resource planning tools to deliver products that delight the customer
Oversee department budget
Research and monitor industry trends and best practices for portfolio processes and evaluate their applicability for practical use
Oversee the development of project delivery schedules that optimizes project resources and demonstrates an awareness of maintenance activities
Establish and maintain an over-arching view of development projects
Maintain and communicate updated high-level roadmaps, providing visibility to senior stakeholders
Partner with portfolio leaders and Finance leadership to report the financials of the portfolio of work, monitor actuals review forecasting against budgets, and identify and address issues as appropriate. Also ensure funding sources are identified to support project work
Serve as a senior participant in the portfolio’s governance and project status review meetings, providing strategic insight, thought leadership and recommendations as necessary
Communicate updated roadmaps, providing visibility to senior stakeholders
Facilitate a collaborative partnership with leaders and portfolio stakeholders and enable resource demand planning, and long term project planning
Responsible for the leadership, and development of global team of portfolio leaders who are managing portfolios for senior technology and commercial leaders
Assess and develop skills to position portfolio leaders to manage a wide breadth of projects
Ensure that portfolio leaders have the necessary information, tools and resources to perform their roles effectively
Manage portfolio leader demand planning and assign portfolio leaders to work on tasks across portfolios
Mentor, coach and motivate

Portfolio Management Group Resume Examples & Samples

Monitor the portfolio management of existing client portfolios involving areas such as portfolio construction, investment manager selection, rebalancing and currency exposure
Analyze and monitor performance of client portfolios and investment managers used in the portfolio construction
Coordinate the creation of marketing materials, bespoke portfolio proposals (Request for Proposal), quarterly reviews, portfolio analytics and performance attribution
Work closely with Private Wealth Advisors (PWAs) to win and retain clients by formulating effective client pitches and appropriate portfolio proposals
Support the continued growth and development of PMG EMEA and contribute actively to its thought leadership (particularly as it relates to investment process and investment platform)
For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM/AIMS, Legal, Compliance and Technology teams
Highly motivated and intellectually curious individual with at least 10 years of relevant industry experience; preferably related to multi-asset class investing, portfolio construction and/or manager selection
Extensive client-facing experience and strong communication skills with an ability to gain trust and confidence from clients, internal functional areas and PWAs
Passion for financial markets and a good investment sense / commercial instinct
Highly organized; attention to detail and excellent follow-through required
Ability to work well in a fast paced team environment
English language skills essential; a second European language would be of benefit
CFA charter desirable

VP, Portfolio Management Resume Examples & Samples

Manage a portfolio of Tailored Lending Borrowers (High Net Worth and Ultra High Net Worth Individuals) and Loans (Securities Based, Commercial Real Estate, Unsecured, Art, Privately Held Assets, and Credit Capital Calls)
Timely transition loans from Underwriting to Portfolio Management with a thorough review of the credit including, but not limited to, ensuring that: (i) loan documentation accurately represent the terms of the credit approval memorandum and permits Morgan Stanley to enforce its rights on the collateral in a default situation; (ii) Internal Credit Ratings are current and accurately reflected in the reporting systems; and (iii) financial covenant and financial reporting trackers are accurate
Promptly respond to daily Margin Calls
Continuously monitor the ongoing financial condition and performance of the Borrowers inclusive of financial covenant compliance, financial reporting compliance, tax payments, maintenance of insurance, and monitoring the value/condition of loan collateral
In conjunction with the Senior Lending Transactor and/or Financial Advisor, maintain frequent communication with the Borrower. Keep current on major developments and changes in financial condition and identification of potential additional financing needs. Credit Professional is required to keep the Senior Lending Transactor informed of relationship status and action plans on an ongoing basis
Identify early warning signals in deteriorating credits. Stay current on major developments and changes in market conditions
Escalate material individual relationship or portfolio observations promptly including past due reporting, and negative trends
Make timely recommendations regarding changes in credit classification and risk rating. Develop and implement remedial action plans
Responsible for ASC 310 analysis and recommendation of provision to the ALLL for the portfolio
Identify, address, and remediate covenant violations timely with proper documentation
Work with internal and external legal counsel and loan operations to prepare amendments, waivers, and default notifications
Manage all requests for new extensions of credit within stated turn times unless justified as an exception. Manage expectations through active communication with Senior Lending Transactor, FA and/or client
Prepare high quality credit memos with approval or decline recommendations to credit approvers
Articulate recommendation in a clear, concise and informed manner. Demonstrate acceptable knowledge and preparation of material
Responsible for conducting all due diligence on new credit requests, modifications, renewals, and increases for new and existing clients including credit analysis, financial statement
Exercise credit authority in an appropriate manner in accordance with credit policies and procedures to protect the interests of the firm
Ensure accurate and timely update of pipeline reports and turn-time tracker. Participate in ongoing pipeline meetings. Facilitate meeting budgeted loan volume goals through efficient and timely processing of loan requests
Complete within designated due dates Annual Reviews, Renewals, Amendments and the underwriting of new extensions of credit to portfolio clients
Accurate and timely update of credit data in systems to ensure the ongoing integrity of management and regulator reports
Responsible for maintaining the integrity of Borrower’s loan data in internal credit systems and for the ongoing maintenance of accurate internal credit ratings
Bachelor’s Degree required. MBA preferred although not required
Minimum of 7 - 10 years of lending and credit analysis in private bank or commercial bank
Formal commercial credit training required
Detail oriented, with exceptional analytical skills
Significant accounting and finance knowledge
Well organized and able to work in a fast paced environment
Ability to meet deadlines while managing multiple deliverables
Possess excellent oral and written communication skills
Possess strong customer service, problem identification and solution techniques
Maintain poise and presence coupled with exceptional interpersonal skills to manage relationships with sophisticated high net worth clients and their advisors
Ability to manage Business Unit, Financial Advisors and client expectations
Good collaboration skills in a team-oriented environment

SVP Portfolio Management Resume Examples & Samples

Develops, adapts and executes organizational strategy to achieve key business objectives Develop and execute a growth strategy to double the revenue over the next 3 – 5 years Develop the operational discipline and focus to identify and pursue core markets
Proactively identifies, defines, and solves the most complex problems that impact direction of the business Failure may result in inability to reach goals crucial to significant organizational and/or Company objectives and will have a long term effect on the company’s success
Strong Business Background (required)
Software Background (preferred but not required) Experience with taking existing businesses and taking them to the next level Ability to influence Leaders and set/implement Strategy across Sr. Managers of existing business

Portfolio Management Group Resume Examples & Samples

Familiarity with GS PWM systems and workflows
Work both autonomously and collaboratively to serve as primary support for operational needs
Manage all administrative aspects of client on-boarding process for managed account strategies
Demonstrated interest in financial, economic, and global capital markets
Proficiency in Windows technology (Outlook, Word, Excel)

Global Portfolio Solutions Centralized Portfolio Management Resume Examples & Samples

Driving consistent and scalable execution of investment views, managing the portfolio in line with client guidelines, internal investment policies and philosophies
Reviewing portfolio design and investment strategies for client portfolio suitability, with specific focus on our ability to effectively manage and implement such portfolios and strategies
Executing portfolio implementation in line with targeted portfolio objectives. Areas of involvement include: monitoring of asset allocation and implementation issues, executing portfolio rebalancing trades across various investment vehicles and product desks, exposure and currency management, investment manager/vehicle oversight, and risk/performance management
Serving as business lead for complex portfolio implementation events, including onboarding of new client mandates and portfolio restructurings, requiring coordination across multiple internal teams throughout the firm, and external counterparties
Designing cross-platform risk analytics that will enhance investment and risk management processes for the business
Assisting in developing policies for portfolio construction and rules for implementation for both macro and micro-level investment issues
Working closely with other sub-teams to execute strategic and tactical investment views, and streamline the portfolio management, portfolio implementation, and portfolio monitoring process
5 to 3 years of experience in investment analysis or financial research in job that incorporates the skills and experience enumerated above
Quantitative analysis and skillset
Risk management and control orientation
Excellent writing and communication skills
Strong interest in the financial markets and a good investment awareness
Ability to communicate investment strategies and rationales to audiences of varying levels of sophistication
Proficient in Excel and PowerPoint; Bloomberg or financial data systems knowledge preferred
Detail oriented and organized with the ability to manage multiple tasks in a fast-paced environment
A self-starter able to work independently and thrive in a team environment
Intelligent, creative, with good problem-solving abilities
CFA preferred (including current participation in program)

Fixed Income Client Portfolio Management Resume Examples & Samples

MBA with 5+ years of relevant work experience in Asset Management or Finance Industry
Understanding of fixed income (or any asset class) and the asset management business is a plus
Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
Proficient in MS Office (Excel, Word, PowerPoint)
Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
Excellent Verbal and Written Communication skills
Time management skills & ability to multi-task
Delivery focus and detail-orientation with strong commitment to accuracy
Self-starter and ability to work both independently and as a team player/manager
CFA/FRM candidature would be an added advantage

Rmd-portfolio Management Resume Examples & Samples

Prepare Owners Meetings, Year-end reports and portfolio presentation to lenders/investors: this is including full support to local teams in charge to perform Business Plan Processes
Produce monthly/quarterly/yearly reportings covering: equity flows, P&L budget forecasts, Mark-to Market valuations, Principal and interest allocations, collections activity
Prepare and/or support all other relevant functions for Auditor packages
Keep Senior Management informed about investors and lenders considerations
Reply to investors requests, such as analyze key points for example asset type behavior, anticipated dispositions impact, hypothetical price sensitivities
Liaise with clients, third parties and property managers
Support acquisition process for EMEA
Arbitrate short term profit versus investment returns
Evaluate/maximize distributions to investors
Validate portfolio perimeter evolution (i.e.: dispositions, repossess, acquisitions, etc.)
Maximize expected returns (i.e.: anticipate dispositions, refinancing, etc.)
Compare actual with budget
Minimum of 1-3 years of experience
Solid analytical/logical mindset and attention to detail
Strong working knowledge of Microsoft Excel
Creativity and entrepreneurial spirit
Strong written and verbal communication skills (clear, concise, and confident) with the ability to manage internal and external relationships
Self-motivated

Director Digital Portfolio Management Resume Examples & Samples

Technology Skills
PMP Certification (desired)
10 or more years of working experience
8 or more years of experience in Project Management of larger projects (more than 3 team members)
3 or more years of eCommerce implementation experience (preferably Demandware)
Prior experience in Retail highly desired

Portfolio Management Resume Examples & Samples

Good in English Communication
Be Aggressive of Understanding and Solving Technical Problems
Good Handling in Project Implementation
Strong Ownership and Dedication to Raise Revenue by Improving Process
Smooth Communication among Local Departments, and Regional Teams
Be Curious for everything unfamiliar
Be Responsible for Monthly Jobs and Pressing Projects

Deam-discretionary Portfolio Management Resume Examples & Samples

Provide discretionary portfolio support to Discretionary Portfolio Management clients
Responsible for portfolio implementation and rebalancing, trade placement and generation, portfolio models update , preparation of client reports
Responsible for generating any internal reports
Provide trade placement and execution support to Portfolio Managers
Follow up on any trade issues arising
Follow up on any portfolio issues arising

Manager, Workforce & Portfolio Management Resume Examples & Samples

Support the team in collaboration with Sales Heads, SBIM and Market Analytics on sales performance analysis
To design/ enhance sales analytics to facilitate effective sales management
To assist the Head in design / enhance the sales scorecard to drive the desired sales behavior and sales outcome with relevant measurement and appropriate rating
Responsible for frontline capacity planning, target setting and administration through proper workforce scheduling
Ensure proper load allocation and in terms of productivity and execution of client engagement/portfolio mgt model

Portfolio Management Resume Examples & Samples

Clear and articulate oral and written communication skills
Strong computer skills (Word, Excel)
Exhibit teamwork
Limited Travel
Location – Chicago, Providence

Director Project Portfolio Management Resume Examples & Samples

Have strong IT experience along with program/portfolio management experience
Have strong media systems experience in at least 1-2 of the below areas and have an understanding of media workflows
Minimum 6+ years of experience in large scale, global organization working as an IT Manager/Director with hands-on experience in IT Portfolio Management & Governance
Previous hands-on project management experience required in delivering large scale enterprise level projects (ERP (SAP), Infrastructure builds/moves, Channel Management Solution or Broadcast Management Solution implementations, Asset Management Systems implementations)
8+ years of IT experience in supporting critical media business systems as well as related implementations
Financial acumen to understand and articulate business value for complex Projects, Programs or other initiatives
Strong understanding of and significant experience in deploying IT Portfolio Management & Governance processes
Excellent communications and presentation skills with ability to adjust communication styles depending on type of target audience
Exceptional teaming skills and ability to excel in matrix work environment where requirements can be often ambiguous

Portfolio Management Group Resume Examples & Samples

Minimum Bachelor’s degree (U.S. or equivalent)
Manage all administrative aspects of client onboarding process for managed account strategies
Detailed-oriented
Proficiency in Windows Technology
FINRA Series 7 and 63 licenses (must obtain with the first 3 months)

Portfolio Management Resume Examples & Samples

5 to 8 years experience in the commercial banking, leasing, or finance industry with significant credit and secured equipment finance knowledge
Foundation in commercial and large corporate credit analysis, with exposure to secured equipment-oriented finance
Strong credit and risk analysis skills. Good aptitude or ability to understand elements of complex transaction structure
Ability to work efficiently and productively on several transactions or tasks at one time
Ability to interact effectively with clients
Computer skills, very comfortable with applications such as Word and Excel
Ability to understand and work with project models
Results oriented; is able to meet deadlines
10% Travel
Preferred location-Providence, Chicago, Charlotte

AVP, Portfolio Management Resume Examples & Samples

University graduates with 8 years marketing experience in the banking industry
Proactive and flexible, and able to work under pressure
Numerical and strong logic
Proactive to drive business and adopt to dynamic environment
Good command of written and spoken English and Chinese

Manager, Global Portfolio Management Resume Examples & Samples

Building and maintaining an up-to-date, global, data-rich view of Pearson’s product and services portfolio, leveraging CIO core platforms and data systems and in partnership with Finance
Delivering portfolio management tools, Pearson-wide, to support PLC processes, portfolio analysis and product investment governance
Defining, delivering and maintaining Pearson’s global product taxonomy and for supporting its implementation across Pearson’s core platforms
Defining the models, metrics and performance indicators to measure and analyze the global product portfolio
Making strategic recommendations on changes to the global product portfolio to drive resource allocation and reallocation decisions
Ongoing stewardship of the Global Product Taxonomy to ensure its up to date, fit for purpose and implemented with integrity across the Pearson data ecosystem
Implementation of the Global Product Taxonomy, in partnership with Finance, business and CIO stakeholders, across TEP, MDM, Planview implementations
Partnering with business stakeholders to support the PLC and Planview roll-out across the Pearson landscape with respect to creation of required product data in line with the Global Product Taxonomy
Supporting the Planview integration with various CIO core platforms
Reviewing and analysing current state product data and supporting mapping and migration to future state in line with the GPT
Preparing any materials related to the GPT to support any working sessions as well as to drive the communications and evangelisation agenda on the programme
Graduate, ideally with a Master’s degree or professional qualification in business, finance or technology / product fields
Highly numerate, with advanced data and financial modelling skills
Proven analytical and problem solving skills, with the ability to think strategically and apply results to company-wide aims
Ability and confidence to establish credibility and work collaboratively with a wide range of cross-functional stakeholders
Strong interpersonal and communication skills, together with excellent attention to detail
Self-starter with a strong results-driven work ethic; and
Proficient in Microsoft and Google ‘Office’ software and tools

Portfolio Management Resume Examples & Samples

Collect and manage intake of new demands and perform an assessment of new requests to determine action for demand
Lead Enterprise Portfolio Backlog prioritization processes using the strategic planning framework to measure each demand towards its strategic fit, financial impact, resource requirements, operational impact, complexity and impact against other competing projects
Manage the Portfolio Governance process and facilitate governance meetings at multiple levels within the organization
Perform analysis of utilization of cross-organizational resources for program execution and measuring for future resource allocation needs
Improve and simplify processes and artifacts to support all delivery methodologies / lifecycles
Partner directly with various sponsors, leadership and senior management through the Portfolio Management process
Prepare Communications Management Plan and Portfolio Management Plan for executives and key Stakeholders
Coordinate and conduct Demand Management meetings with Stakeholders to review ongoing intake, prioritization and budgeting
Develop and distribute portfolio reports (resource allocation, execution and performance metrics, executive summaries of business segments and financial trends, progress reports, and presentations)
Perform Lessons Learned analysis on completed projects to measure outcomes and value ensuring value has been realized
Bachelor’s Degree in Social Sciences, Business Administration or Information services
10-15 years blended IT and Marketing leadership experience
Minimum of 5 years program/project portfolio leadership experience (cross-functional, multi-platform)
Understanding of Marketing trends specifically in Digital, Social and mobile as well as the technology availability to meet the consumer needs and ultimately enable the function to meet
Prior leadership experience in business facing interaction
Experience working with agency and technical vendors
Experience with Marketing technology platforms including (web content management systems (WCMS), consumer relationship management platforms (CRM), social relationship management
Strong Influencing skills with stakeholders at all levels 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
Demonstrated people management skills, and ability to lead up, down, horizontal, and diagonal
Masters of Business Administration or Masters of Information Technology a plus
Industry experience in banking or wealth management a plus
3 to 5 years of people management experience with small to mid-size teams

Portfolio Management Specialist Resume Examples & Samples

Bachelor’s degree in business, operations, or a scientific field. An advanced degree in business or science is preferred
10-15% travel in the U.S. and Canada
Well developed general business acumen with a thorough understanding of financial data and reporting methodologies, various performance metrics and ROI analyses
IND-CCG

SVP, Discretionary Portfolio Management Resume Examples & Samples

Responsible for the overall growth and development of Discretionary Portfolio Management business, this includes preparing marketing pitches, proposals and ongoing investment advisory service to clients
Identify clients’ need for managed advisory services, provide long term strategic and short term tactical investment ideas to clients and constantly develop our existing platform to deliver excellent service to clients
Provide research / investment ideas (securities & currency views) on a regular basis; this includes participating in quarterly strategy meetings and share investment ideas
Provide security analysis and FX management to clients with managed advisory accounts
Build strong partnership with RMs through providing strong marketing support to RMs by conducting joint marketing calls and portfolio reviews
Assist in portfolio analytics
Ensure good risk controls and comply with the Bank’s and regulatory requirements
Regular monthly updates to team on all client development to ensure proper coverage / backup is provided for all MAIS clients and prospects

mgr Project & Portfolio Management Resume Examples & Samples

Supports the implementation of company programs to ensure the success of the Company
Leads the development of core competencies in information technology project management, for deployment through a shared resource pool of trained information technology project managers
Oversees and directs the activities of portfolio management as they relate to cost, resources, timeline and schedule of investments, expected nature, magnitude and timing of benefits to be realized, and relationship interdependencies with other projects in the portfolio
Conducts project portfolio modeling and analysis for portfolio level planning and reporting
Manages portfolio level risk for global R&D, PMO projects
Maintains the project flows supporting the portfolio management function
Ensures that time keeping and management is consistently executed across the portfolio
Tracks and reports project metrics for all projects throughout the organization and maintains centralized accountability for management of project portfolio
Works with senior management to provide strategic and tactical advice on program/project planning and execution
Supports Portfolio communication, program/project control/analysis/reporting, process development and tool development
Develops, manages and deploys trained project managers from a shared resource pool to manage information technology solution delivery projects or programs
Mentors, coaches and provides training to project managers to increase their competencies in key knowledge areas of project management, including project integration, scope, time management and management of costs, quality, human resources, communications, risk and procurement
Provides expertise, input or feedback to assist in the development of program and project management methodologies, standards, tools and training
At least 7 years of general business for large, matrixed, and global companies
At least 7 years of program and project management experience using industry recognized project management methodology
At least 5 years of business or operations experience in retail or consumer products industry
At least 3 years of management level consulting experience or equivalent experience
At least 5 years of portfolio management experience
At least 5 years of experience managing and leading teams
At least 5 years of requirements gathering and analysis experience
Experience with data analytics and driving insights on project portfolio
Ability to advise executive
Ability to lead and mentor team members
Knowledge of system testing and test plan development
Knowledge of product development and innovation life cycle
Ability to lead complex program and project efforts to completion
Ability to negotiate and influence cross functionally, cross business units and directionally with senior leaders
Advanced knowledge of program and project management principles
Knowledge of Agile methodology

VP, Portfolio Management Resume Examples & Samples

Superior influencing capabilities within a matrix organization
Effective leadership capability with strategic mindset
Strong project / asset management skills, capable of working on multiple projects on deadline
Solution-oriented focus, with ability to assess situations and exercise good judgment
Proactive mindset in identifying and addressing potential areas of internal/external conflict
Strong written and verbal communication skillset
Passionate leader with strong ethical and moral compass
Exceptional technical skills, including superior knowledge of Microsoft Office, Power Point, Excel
Highly skilled in Project Management tools with strong project / asset management skills
Exceptional financial and business acumen
Skilled at negotiation and conflict resolution

Um-partner, Portfolio Management Resume Examples & Samples

Required - 8+ years of experience in media planning including three to five years management experience
Required - Strong presentation skills in internal, vendor, and client meetings
Required - Excellent written and verbal skills
Required - Solid awareness of industry trends and planning/measurement models
Required - Understanding of marketing and communications process
Required – 3-5 years of experience mentoring and managing a team

IT Project / Portfolio Management Lead Resume Examples & Samples

10+ years of experience in Portfolio and Project Management, or Organizational Change Management/Communication fields
Experience in using both traditional Waterfall and Agile Project Management methodologies
Should have strong analytic skills, Should be able to perceive and analyze problems, develop alternatives and recommend sound decisions
Strong value system with impeccable integrity
Hands-on, results-oriented and attention to detail
Ability to complete projects with minimal supervision
Ability to ask penetrating questions, detect unstated assumptions and resolve conflicts, as well as more general management and team-player skills
Very strong team player, should possess ability to foster teamwork and positive working environment to the project team in light of changes and challenges. Should have people skills to be able to work independently with different IT team members in different roles
Exceptional communication skills, both written and verbal, with excellent presentation skills and the ability to adapt to differing audiences
Excellent listening skills with a strong ability to build cross-functional relationships
Excellent financial management skills, with an ability to anticipate potential issues and propose mitigation plans
Passion for learning
10+

Portfolio Management Lead Resume Examples & Samples

5 + years of experience managing portfolios to better align IT budget and achieve greater control over budget activities through more effective guidance across the entire Planning, Programming, Budget and Execution lifecycle at a Civilian Public Sector Agency is required
5+ years of experience performing portfolio management support to Information Technology portfolio managers is required
Must be a U.S. citizen with ability to obtain security clearance
Requires a Bachelor’s degree
3+ years of experience and or general understanding of the interrelationships between Process Improvement and Performance Management, Portfolio Management, Database Management, Data Integration & Analytics is preferred

Manager, Demand Portfolio Management Resume Examples & Samples

Data collection / business cases
ROI identification and strong partnership / confirmation and improved automated integration with Finance
Pre rationalization/prioritization of demand using an enterprise standard rubric
10-15 years of IT experience in large or midsized multinational Pharmaceutical, or Health Care organizations

Um-global Partner, Portfolio Management Resume Examples & Samples

Direct senior client exposure on account
Oversees development of media strategies consistent with brand marketing objectives and strategy
Provide thought leadership and help develop strategic direction for media planning and buying across all media channels
Insures best practices are used across department and account responsibilities
Develop and maintain excellent working relationships with all agency departments/disciplines including: Research, Strategy, Investment and Digital
Own the relationships with agency partners, where applicable
Build excellent relationships with media partners
8+ years of experience in media planning, including three to five years’ management experience
Digital proficiency
B2B experience preferred

Senior Director, CNS Portfolio Management Resume Examples & Samples

Bachelor’s degree in science required
Advanced degree (MD, PhD, PharmD, MBA) preferred
Extensive knowledge and working experience in R&D or commercial business and/or corporate planning
Deep understanding of the drug development process as well as asset valuation
Thorough understanding of the therapeutic area: pathophysiology, relevant targets/pathways, familiarity with pipeline assets of Takeda, other Pharmas and Biotechs
Network of colleagues in industry and academic centers in the relevant therapeutic area. Familiarity with venture capital firms and their portfolio companies preferred
Ability to synthesize information from multiple sources, communicate ideas and data both verbally and written in a persuasive and appropriate manner in multi-cultural environment of other experts in the field
Analytical Skills – ability to analyze a wide variety of data, including financial figures to make strategic decisions
Pharmaceutical Industry Acumen – ability to define, develop and implement business solutions based on trends, opportunities, needs and market direction within pharmaceutical industry and health care environment
Demonstrated financial, budget and resource planning experience
Proactive ability to predict issues and problem solve

Unitedhealthcare IS Director of Portfolio Management Resume Examples & Samples

Understand the organization's business strategy, operating vision, business capabilities, product & financial strategy and technology imperatives
Assist with defining and executing the portfolio investment strategy
Integrating Medicare & Retirement's business plan, technology roadmap and capital plan
Partner with business and IT stakeholders to identify the highest priority programs
Critically evaluate program value, ability to deliver, external expectations and value opportunities
Provide OptumTech and business stakeholders "intelligence" on the health of the portfolio
Act as the IT escalation point on issues needing to be addressed relative to the capital portfolio
Partner to continuously improve portfolio processes
Communicate effectively and timely with appropriate peers across the business and IT organizations
Experience in health care benefit business
Strong Financial Management experience
Experienced in driving decisions and change across organizational boundaries
Experience in UnitedHealth Group
Experience working in a Medicare Managed Care environment
Big 4 or Professional Services Consulting experience

Portfolio Management & Operational Due Diligence Resume Examples & Samples

Perform day-to-day oversight responsibilities in the management of BAA’s suite of daily liquidity and managed account products, including but not limited to the areas of Compliance, Legal, Accounting and Reconciliation. The individual would also oversee the daily trading process for subscriptions and redemptions as well as foreign exchange translation management
Operational Due Diligence: undertake comprehensive due diligence on investment managers on a routine and as-needed basis. This would include participation in onsite due diligence reviews of hedge fund operational support structure, internal controls, trade processing environments, process flows, and personnel
Work across BlackRock functional groups to add as well as terminate sub advisors. The individual would manage these projects to ensure timely outcomes, and above all to protect client interests
Engagement with internal and external stakeholders: the individual will respond to inquiries as part of the oversight and governance process, including attending Board of Directors meetings and responding to regulatory inquiries
Sub advisor relationship management: the individual will work directly with third party investment managers, representing various BlackRock business functions, to maintain long term partnerships
The candidate would ideally have at least 7-10 years’ experience in asset management operations; prior work history in hedge funds is a plus
Ability to learn BlackRock’s trading processes and policies, as well as to learn best operational practices of highly specialised third party hedge fund trading strategies
Experience in OTC and exchange traded securities trade flow, including but not limited to global (including emerging markets) equities, fixed income, futures, forwards, options and swaps (IRS / CDS / CDX / iTraxx / CMBX). The individual would be particularly familiar with CFDs and TRS
Ability to conduct onsite interviews with hedge fund managers CFOs, COOs, and other operational management and personnel
Understanding of all operational aspects of investment management, including the ability to evaluate accounting and reporting processes and controls including cash management, valuation practices, and NAV analyses
Ambitious work ethic and professional disposition
Intellectual curiosity and interest in capital markets, market microstructure, and the execution of advanced hedge fund strategies
Proven organizational and project management skills, with the ability to manage multiple objectives simultaneously while meeting deadlines
Strong verbal and interpersonal communication skills
Presence, maturity and credibility to effectively represent BAA internally and externally

CBG Portfolio Management Ofcr Resume Examples & Samples

Monitors classified credits (to include special mention and weakening pass-graded accounts) and prepares monthly report at Group level
Monitors large transactions and prepares daily report
Monitors large lending relationships
Conducts monthly meetings with each unit and division to discuss status of monitored/classified credits
Performs analysis of portfolio-related issues by unit, division, industries, and commodities in the various markets of the Group
Attends all Special Assets status meetings on classified credits
Attends all Inspection exit meetings on the various units of the Group
Services as compliance officer for the Group and attends Compliance Committee meetings
Provides assistance in the coordination and facilitation of the planning process for the Group
Master’s degree in finance
Ten years of related work experience to include commercial lending or credit administration experience
Knowledge of the lending markets, bank product areas and bank systems
Thorough knowledge of commercial lending with experience as a commercial lender, risk officer, senior loan examiner and/or credit administrator
Advanced Microsoft Excel and Access skills
Customer service oriented
Able to manage multiple deadlines
Excellent organizational prioritization skills
Works independently
Handles multiple tasks in fast-paced environment with changing priorities
Strong personal responsibility for quality of work, including accuracy, reliability, completeness and timeliness of information and reports
Solid judgment, tact and diplomacy

Manager, Capabilities & Portfolio Management Resume Examples & Samples

Business development with new partners and capability development/enhancement
Operational framework redesign & business transformation to integrate sales/servicing channels
IIS Japan portfolio management incl. pay and NAC (no additional charge = card attached) insurance
E2E process engineering & customer experience management
Overall control & compliance (key focus is on capabilities, system & process and CM relations)
Ability to innovate with problem solving, interest and intention to make differences
Well developed communication and presentation skills (written and verbal) in both English and Japanese
Understanding of AXP business, system/process and customer service principles is an asset
Knowledge of Insurance industry/business in Japan and/or call center management experience is an asset
Must be a team player and a strong people leader with ability to motivate/engage team members

Um-svp, Group Partner, Portfolio Management Resume Examples & Samples

Lead planning, investment and activation across appropriate media channels as needed, including direct account and client service responsibilities
Manage 4 Regional Leads (VP, Partners) located in UM offices across the United States
Attend quarterly Dealer co-op meetings in key markets
Manage key relationship with Dealer Marketing Forum (Client) lead
Provide thought leadership and strategy
Create connectivity between BMW National and Regional strategies and imperatives
Provide thought leadership in digital media
Oversee plan development and implementation, incorporating necessary and appropriate rationale and research for client buy-in
Oversee and take accountability for budgets and savings
Travel Expected 50% of the time
Bachelor degree in related field or equivalent work experience (marketing, advertising, media, communications)
10-15 years’ experience in media
Digital experience preferred
Experience with automotive clients preferred but not required
Ability to interpret analyze data to inform go-to-market strategies
Solid understanding of marketing/communications process

Rmd-portfolio Management Resume Examples & Samples

Strong academic record with minimum Bachelor’s degree in Business, Economics or a related discipline
Significant investment banking/financial services industry experience required
Prior real estate and portfolio management experience required
Experience of sourcing and managing real estate investments required
Must have experience of providing sound advice on real estate strategy to stakeholders
Financial modelling and reporting experience required
Must have funds, loan and market trend analysis experience
Demonstrated orientation toward and interest in understanding financial and capital markets required
Must be inquisitive by nature and detail oriented, with a strong sense of accountability and dedication to continuous improvement
Strong project planning, organisation, and time management skills required
Excellent interpersonal skills with the ability to work collaboratively with external vendors and internal stakeholders required
Aptitude for managing a team of professionals and working through challenging situations required
Excellent verbal and written communication skills essential
Must be a strong team player and able to work efficiently and effectively, handling multiple tasks simultaneously and under pressure

Senior Manager, XH Portfolio Management Resume Examples & Samples

Manage the end-to-end Portfolio process and tools
Internalizes and represents the voice of the customer throughout the product lifecycle. Coordinates across other functional areas to secure buy-in to deliver on the defined end-to-end customer experience
Analyze project performance metrics and identify actionable improvement opportunities
Provide ongoing updates to Senior Management and key stakeholders
Work with internal, cross-functional teams to ensure proper communication and training for process and tools
Manage change requests. Validates downstream deliverables and final offering (business acceptance testing)
Document best practices / lessons learned and drive continuous improvement of Portfolio Management processes
Develop effective relationships, with a focus on client delivery, collaboration and integrity
Teams with product development to deliver high quality products on time
Contributes to the product vision across the team and the organization

Um-VP, Group Partner, Portfolio Management Resume Examples & Samples

Lead communication strategy, integrated media planning, investment and activation across TV, Print, Outdoor, Radio, Display, Mobile and new media
Maintain relationships with all levels of client contact
Manage integrated media directors, supervisors and planners on day-to-day responsibilities including billing, digital reporting, program negotiations, media plan updates as well as training and development
Ensure plans deliver upon agreed KPI’s
Negotiate corporate contracts and individual program deals
Five to seven years’ experience in media planning including three to five years management experience required
Experience with multiple business categories inclusive of regional
Self-Starter, demonstrates Initiative

Project & Portfolio Management R&D Resume Examples & Samples

Responsible for the R&D, RA Processes within the Planisware System
Acts as a liaison between the IT development group and business units for the development and implementation of new systems and enhancement of existing systems
Prepares communications and makes presentations on system enhancements and/or alternative
Interprets internal or external business issues and recommends solutions/best practices in line with overall IT unit strategy and priorities
Solves complex problems; takes a broad perspective to identify solutions
Business process orientation
Good facilitation skills and efficient communication skills
Collaboration with relevant senior stakeholders globally
Responsible for the planning, coordination and implementation of relevant IT projects ensuring delivery on time, within budget, adhere to defined quality standards and meet agreed user specifications and expectations, and in accordance with Global IT – Project Management guidelines
Strong system design and design documentation capabilities
Provision of system support throughout their lifecycle
A relevant degree from a reputable University
Business process oriented
Experience with leading IT systems support
Organized and task oriented
Experience with Planisware implementations
Good prioritization of skills and flexibility to adapt to changing plans
Good communication skills, both written and verbal are essential
Good technical skills, with strong business and commercial acumen
The candidate is expected to have a well-developed level of emotional intelligence and will possess a high energy level, drive, determination and a positive approach and attitude to their work
Specialties with PMP and SDLC
Energetic individual with proactive approach

Portfolio Management Senior Specialist Resume Examples & Samples

Have full responsibility of Life Cycle of global portfolio - including independent responsibility for service optimization, phasing-in, phasing-out of services
Own Continual Portfolio Improvement - COPI
Market the global portfolio (e.g. promotion, segmentation, differentiation, standardization, harmonization, innovation and efficiency)
Steer right level of services differentiation on assigned areas (region, portfolio)
Guide Business Relationship Manager (i.e. training concepts, communications)
Build, establish and improve communication, relationships and reporting channels for company wide distribution and life cycle of allocated Service Portfolio and Key indicators (i.e. market analysis, volumes, forecast, customer feedback, benchmarks)
Line coach of lower levels
Must have at least 5 years industrial experience in IT/IS Strategy & Enterprise Architecture, SC Operations and or Business Relationship Management
Deep knowledge of IS services/industry/SC/Logistic
Embrace diversity
Act with entrepreneurial drive
Sustainability
Collaborate for achievement
Communicate efficiently
Drive for innovation

Um-VP, Group Partner, Portfolio Management Resume Examples & Samples

Oversees development of media strategies consistent with brand marketing objectives
Senior client managment on account overseeing several business units across a client portfolio
Responsible for stewardship of all financials across business units
Serves as advisor and mentor to planning groups
10+ years of experience in media planning
5 years of experience mentoring and managing a team
Understanding of marketing and communications process

Um-partner, Portfolio Management Resume Examples & Samples

6+ years’ experience in media planning or comparable experience and media expertise
Experience in integrated strategy development and plan implementation across all channels
Strong understanding of all media planning concepts and fundamentals
Familiarity with latest media best practices, theories, industry news and trends
Strong written and verbal communication skills, with high level of comfort presenting in client and internal meetings
Exceptional project and team management skills

Head of Portfolio Management Resume Examples & Samples

Lead and manage a small team of internal employees and consultants within the department
Responsible for Portfolio Management data collection and Reporting
Responsible for facilitating recurring demand processes and consolidation of demand input
Responsible for governance processes including preparing projects for gate approvals
Responsible for preparing governance meetings and coordinating with other governance bodies
Responsible for maintaining overview of consolidated resource demand and capacity
Shared System management responsibility for Project Portfolio Management system PMS
Shared Responsibility for cross PMO project portfolio framework development
Shared Responsibility for developing Training concepts, improving project management best practice and knowledge on Takeda project management framework and governance model1
Bachelors Degree or high school degree and 10+ years of work experience in any business related field
10+ years of experience in a similar role as project portfolio manager and project/program manager
Experience with senior management and stakeholder presentations, engagement and support
Knowledge and understanding about financial and budget processes
Proactive in engaging with stakeholders on all levels
Very good communication skills and supportive and service minded in nature
Previous people management experience is desired, but not a strong requirement
Ability to write and speak in the English language

Portfolio Management Resume Examples & Samples

Simplify the project intake process working toward continuous improvement, training of all stakeholders and continually increasing throughput
Establishment and execution of governance and standards across Digital IT including standardization onto common PMO toolsets, processes, tracking and reporting
Creation, preparation and distribution of weekly Project Management Reporting Packets
Ensure Application Development team compliance of resource and financial management adherence (Forecast and Actual)
Formulate and maintain project management roadmap strategies
Create metrics use to drive monthly and quarterly team business reviews
Prepare material to drive quarterly and annual budget discussions
Define and drive process improvement to strengthen the service delivery and project delivery teams
Drive staffing processes enabling resources to be efficiently on and off boarded
Role may, over time, include people management responsibilities
Bachelor's degree or equivalent work experience &/or specialized training in PMO or Project Management
1 to 2 years of experience in information technology with an emphasis on PMO, governance, oversight, project intake, analytics and reporting with knowledge of Technical Project delivery and Agile methodology
Expert knowledge of the CA Clarity PPM Tool, and Jira
Proficient knowledge of the standard desktop applications including the MicroSoft suite (Excel, Powerpoint, Word, Project)
Ability to collect and analyze data, summarize finding and make recommendations
Statistical analysis and/or financial forecasting experience preferred

Director of Portfolio Management Resume Examples & Samples

Establish and manage tracking tools – e.g., Create regular variance reports to track progress
Help each initiative team to define key success metrics and outcomes to successfully move through the stage gate
Monitor progress of each initiative by tracking the defined metrics and deliverables
Develop report out to senior management team on the statusof each initiative (including defining the cadence and rhythm of reporting – e.g., weekly, monthly, etc.?)
Facilitate senior-level decision-making by extracting/translating findings into alternatives/solutions, identifying risks/impacts and schedule adjustments – e.g., Facilitate management prioritization trade-off’s between initiatives, and make recommendations thereof
Identify and coordinate the resources necessary to effectively troubleshoot/diagnose complex project issues

Portfolio Management Lead Resume Examples & Samples

Provide coaching and training at all levels in an emerging Agile based portfolio management environment
Define and manage portfolio and program level governance processes and forums in support of data-driven decision-making and providing transparency into progress, risks and issues
Establish key performance indicators and operating metrics and drive operational excellence in the end-to-end product development process by managing to these metrics
Ensure the right information and metrics are collected from the development leads, formatted and reported effectively, and provide transparency and visibility into the project’s scope, progress and status
Establish and lead a consistent cadence of well-organized, well-facilitated, and effective roadmap and release planning events, including driving preparation and follow up activities required to publish target release plans aligned to product development priorities
Ensure mission priorities and technical changes are incorporated into portfolio and program release plans, dependencies are captured and tracked, risks and issues are proactively identified and mitigated, and progress is communicated to all stakeholders
5 or more years of portfolio management experience managing IT projects through Agile and/or Waterfall methodologies in an IC environment. Experience must include management of interrelated projects with associated dependencies, complex scope, high-level risk and multiple integration points
Working knowledge of governance processes gained through working as a Government representative or contractor
Highly refined communication skills including ability to negotiate, build consensus, clearly articulate to technical and non-technical audiences, excellent presentation and facilitation competence and ability to represent mission IT needs
Ability to build trust and strategic partnerships with assigned Government points of contacts, mission IT users, project teams, and leadership to facilitate two-way communication
Deep, thorough understanding of NCTC Office of Mission Systems governance processes
Deep understanding of Project management methodology and processes
Experience managing an operational budget

Portfolio Management Resume Examples & Samples

Scanning, high-level analysis, structuring and input of the data
End-to-end management of multiple IB-wide forums ranging from working groups to senior-level steercos. Management ranges from planning to materials to agendas and minutes and may require hosting / chairing
Manage all impacted stakeholders from all functions with respect to expectations, questions, input and follow-up
Ensuring that actions are executed and, in many cases, own and execute those actions yourself
Own and manage team artefacts such as the timeline, pipeline, backlog etc
Maintaining the integrity of RCCOs data-set by identifying and auctioning a specific set of KRIs and
Making sure data is house kept via a closure process or other process
4+ years of Investment banking industry experience
2 + years First-hand experience in a PMO role in a financial institution
1 + years Experience with Legal and/or Compliance in an investment bank environment
1+ years Experience with aspect of financial regulation
2+ years Experience running a recognized governance forum where membership is MD/D
Understanding of the global financial regulatory landscape
Basic understanding of the rule-writing process in one or more jurisdictions
Proven track record of managing multiple stakeholders in different regions and running working-group-level meetings
Proven track record of managing multiple stakeholders in different regions and running working-group-level meetings / forums
Experience as a Business Analyst
Medium to advanced SharePoint, Excel
Medium PowerPoint

Director, Project & Portfolio Management Resume Examples & Samples

Support and champion our PPM Enterprise System, as it is rolls out and replaces many of our current manual reporting processes. Drive ongoing improvements to enhance capabilities
Focus on establishing and streamlining processes that increase efficiency within PPM. Solicit feedback from our key stakeholders and adjudicate feedback/comments to ensure that our processes are scalable and support department and cross-functional needs
Lead department or cross functional implementation of best practices and process improvement initiatives
Recommend process improvements based on: professional and industry experience, regulatory guidelines, professional conferences or via participation in cross-functional and department initiatives. Work pro-actively with project management leads to identify systems or process improvements
Review, revise and author procedural documentation including Governance training, SOPs, Work Instructions, and Manuals
Develop scalable solutions to complex problems, establish timelines for project deliverables, and proactively anticipate any risk or concerns that may accompany a proposed solution
Guide resource modeling efforts that are ongoing within the PPM Ops group. Ensure that the proposed model fits with the stakeholders needs/expectations
Experienced in change management, developing, communicating and implementing new processes/ systems. Assist in departmental change communication planning and implementation for new processes
Own & maintain the training curriculum for PPM. Work in collaboration with cross-functional training groups (QUEST & PALM) to foster best practices, create consistent training solutions, deploy training projects, measure the effectiveness of training, and sustain training content
Understand what it takes to get the job done in a complex matrixed environment
Work across the operational support groups for the other R&D functions (such as the PALM group for Clin Ops; the QUEST group for Biometrics) to align on best practices, streamline reporting, and leverage from each other. Minimize and overlapping reporting or responsibilities

Portfolio Management Specialist Resume Examples & Samples

Bachelor's degree in Engineering, Computer Science, Mathematics, Physical Science, or a related discipline that includes 24 semester (36 quarter) hours in Science, Mathematics, and/or a related Engineering Science. Such coursework includes, but is not limited to, Astronomy, Cartography, Chemistry, Computer Science, Dynamics, Electrical Engineering, Geodesy, Geography, Geology, Geophysics, Geospatial Information Systems, Mathematics, Orbital Mechanics, Photogrammetry, Physics, Remote Sensing, or Surveying
Ability to provide strategic direction, vision and leadership with advanced research and development
Customer- service and goal oriented
Government agency or military staff experience
Bachelors and six (6) years or more of related experience; Masters and four (4) years or more experience; PhD and 0 years related experience

Portfolio Management Resume Examples & Samples

Foundation in commercial and large corporate credit analysis, with experience in secured equipment-oriented and project finance. Comfortable with financial and project performance analysis
Strong credit and risk analysis skills. Good aptitude for understanding elements of complex transaction structures and renewable energy generation projects. Similar aptitude for reviewing and understanding legal documents
Ability to interact effectively with internal and external clients and partners
Computer skills; very comfortable with applications such as Word and Excel. Ability to understand and work with financial and project models
Preferred locations – New York, Providence, Charlotte or Boston

Portfolio Management Resume Examples & Samples

Good experience in municipal and institutional (and, ideally, commercial and large corporate) credit analysis. Some familiarity with construction monitoring, ideally in the energy efficiency and solar generation spheres
Strong credit and risk analysis skills. Good aptitude to understand elements of complex transaction structures
Proven ability to analyze and interpret transaction documentation. Familiarity with leasing structures and documentation is a plus
Strong ability to work efficiently and productively in a high volume environment
Computer skills; very comfortable with applications such as Word and Excel. Aptitude for other internal and web based computer applications
5% Travel
Preferred locations – New York, Chicago, Boston, Charlotte or Providence

Head of Portfolio Management Resume Examples & Samples

Solid experience in team management and portfolio/asset management
Professional qualification like CIIA, CFA
Proven track record in Discretionary and /or Advisory services
Strategic vision, strategy development and implementation
People management and empowerment skills: proven track record in leadership, builds empowers and engages high performing teams,
Personal skills: creativity, energy and positive attitude, entrepreneurship with high drive for results
Languages: English and French are mandatory; Dutch is very welcomed

Senior Change Portfolio Management Manager Resume Examples & Samples

Not subject to close supervision, and will be expected to exercise independent initiative and judgment in proactively overcoming obstacles to success, dealing with uncertainty and changing circumstances, such as interdependencies, opportunities or risks
Minimum of 8-10 years proven and progressive project management experience supporting assigned businesses or functions or equivalent
Minimum of a Bachelor’s degree in business, related field, or equivalent experience
Strong problem-solving, lateral thinking, communications, project management, planning, organizational and interpersonal skills
Proven experience with presenting proposals and project findings to senior management
Proven ability to lead and manage staff not directly under the control of the position while transferring technical knowledge to ensure ongoing development of staff

MBA Intern, Portfolio Management Resume Examples & Samples

Must be currently enrolled in an MBA program
Work experience in strategy, finance, or portfolio management preferred
Work experience in a technology organization or the technology division of an organization preferred

Head of Investments & Portfolio Management Transformation Resume Examples & Samples

Delivering the Epics & the Features (Orange bridge, Record integration, Digitalization, Mifid, etc.) supporting the Think Forward Strategy realization
Implementing an efficient and E2E Agile delivery model
Contributing to the 30% cost savings target of ITS department
Enabling Operational Excellence for Securities and personal, private and retail banking segments
In-depth Information Technology knowledge, a demonstrable IT background or proven IT knowledge is a prerequisite to address the challenges faced

Am-portfolio Management Group Resume Examples & Samples

Implementation of target portfolio trades in applicable accounts
Remain current on the equity research appropriate to our portfolios
2+ years work experience in financial services industry
Demonstrated passion and understanding of investment solutions
Process focused
Ability to operate in a fast-moving and demanding environment
Enjoy working with people

Head of Mobile Lending Policy & Portfolio Management Resume Examples & Samples

In-depth knowledge of the full Barclays Retail product set
Detailed working knowledge of risk and credit policies and procedures
Good understanding of group structure and interfaces with other functions
Demonstrated ability to lead programs from ideation to execution
Interpersonal skills to effectively engage and influence stakeholder relationships
Effective organizer and ability to execute complex simultaneous tasks
Ability to work independently, is self-directed and solutions oriented
Self-motivated, assertive and proactive
Undergraduate degree or its equivalent in Mathematics, Actuarial Science, Finance, Banking, Economics, Business Administration (with a major in Finance) or similar quantitative disciplines
Professional qualification in Finance or Risk Management e.g. CPA, CFA, FRICS
Minimum 3 years in Financial/ Credit Risk Management related areas
Experience with statistical tools and other office automation tools
Awareness of Barclays Retail Group Credit Policies, Collection Policy and collection strategy
Detailed working knowledge of the bank’s operational environment, processes and procedures
Ability to work under great pressure to meet changing time deadlines
Detailed working knowledge of the bank’s mobile lending systems
Exceptional time management skills
Detailed understanding of the bank’s Performance Management model

Enterprise Portfolio Management Co-op-spring Resume Examples & Samples

Make updates to the PRC and LRC schedules on the EPM myAxis page as agendas evolve
Assume ownership of Action Item follow up process for PRC meetings, including following up with key project contacts and maintaining action item tracking
Research the status of projects within the portfolio, and work with the EPM team to maintain the project funnel, and ensure that appropriate updates are made
Maintain PRC meeting minutes database in SharePoint
Provide support of preparation activities for PRC and LRC meetings
Assist with updating meeting materials and outputs
Identify and/or provide input on process improvements for work completed by the team
Attend LRC and PRC meetings, and various prep meetings that occur regularly
Excellent verbal, and written communication skills
Strong desire to learn; ability to learn new systems and tools
Accountable for meeting deadlines and work performed

Um-VP, Partner, Portfolio Management Resume Examples & Samples

Oversees media plan development and implementation
Recommend targeted, innovative media vehicles consistent with media strategies
Inform budgetary discussions and incremental funding requests
Manage integrated supervisors and planners on day-to-day responsibilities including billing, digital reporting, program negotiations, media plan updates as well as training and development
Compile final plan recommendation presentations with detailed rationale
Thrives in fast paced environment
High level of comfort presenting to clients and internal team members
Understanding of marketing and communications process; Planning, buying, managing and optimizing across all channels (directly and/or consulting)
Digitally Savvy: Personally uses digital media, demonstrates passion about emerging media

Um-VP, Portfolio Management Resume Examples & Samples

Oversee development of media strategies consistent with brand marketing objectives
Senior client management on account overseeing several product lines across a client portfolio
Look for and deliver new and innovative solutions to client business issues and challenges
Provide thought leadership and guide strategic direction for media planning and buying across TV, Digital, Radio, OOH, and Print
Develop and maintain excellent working relationships with all internal / external agency departments/disciplines including: Strategy, Investment, Analytics and Creative Agencies
Ensure best practices are used across department and account responsibilities
Plan, direct, supervise, and coordinate work activities of subordinates and handle all personnel requirements for immediate staff including training and development
Strong business accumen
5+ years of experience mentoring and managing a team
Experience with multiple business categories
Ability to manage multiple projects simultaneously & thrive in fast paced environment
Proficient at turning data in actionable insights

Um-VP, Portfolio Management Resume Examples & Samples

Oversee development of media strategies consistent with brand marketing objectives. Recommend targeted, innovative media vehicles consistent with those media strategies to our clients
Lead strategic and tactical digital planning activities by providing ideas and enthusiasm for connecting media with communities, both locally and globally
Provide thought leadership and develop strategic direction for media planning and buying across digital and traditional mediums
Develop and manage departmental budget, as well as create proposals and budgets for special departmental projects and initiatives as needed
Work with relevant vendors, media sales community and internal departments to develop unique and strategically appropriate media approaches, including the exploration of venues (sites, creative technologies, etc.) that utilize emerging technologies pertinent to our clients’ objectives
Will have strong connections to the industry that ensure you are on the forefront of key trends in all or most of the key areas of digital media, including but not limited to: digital brand strategy, ecommerce, search, online advertising, mobile and social
Develop and maintain excellent working relationships with all agency departments/disciplines
Work closely with Investment leads on Traditional/Digital Upfront negotiations
Sit on MAGNA Council as Digital lead to establish benchmarks, marketplace and future opportunities
12-15 + years of digital media management experience, including on-line marketing with execution of business goals yielding measurable results
5+ years management experience required
Successful experience with on-line marketing, including SEO and CRM systems is a plus
The ideal candidate will have a strong and current knowledge of industry trends and web best practices, including CRM, marketing and metrics
Ability to synthesize large amounts of data into actionable information
Ability to work in a fast-paced, demanding environment
Demonstrated ability to “see the bigger picture”
Superior writing, communication and presentation skills. Strong analytical skills
Ability to contribute individually, as well as participate in cross-functional teams
Experience working with senior-level clients
Ability to create great working relationships with all levels within the company and across multiple disciplines
Strong negotiation skills, tact and diplomacy
Proficient knowledge of other media departments
Ability to work under dual reporting structures

Head of Portfolio Management & Reinsurance Resume Examples & Samples

Preferred 7-10 years’ experience in the (re-)insurance industry in a quantitative role (e.g. Actuarial, Underwriting, Product, Advanced Analytics)
Strong knowledge of Munich Re underwriting guidelines and portfolio optimization tools and methods
Knowledge of placement procedures, contract wordings
Advanced knowledge of Catastrophe modeling (using models and usage of output of these models)
Strong analytical skills; experience in working with and managing big data in Oracle, SQL, UWPF
Ability to travel (~20% of the time)
Preferred Designation - MBA, FCAS, ARe
Translate financial plan and Management View profitability analysis into actions for optimization of the portfolio for AMIG as a whole
Continued refinement in KPI reporting and metrics for Portfolio Optimization
Ensure synergy potential across the group with respect to portfolio optimization such as use of Nat Cat Best Practices or GIS tools and expert knowledge is reaped
Optimize Capital allocated to American Modern, effective and optimized nat cat budget allocation to American Modern’s business partners and products
Place and administer reinsurance efficiently
Develop direct relationships with reinsurers, as well as brokers

Specialty Portfolio Management, VP Resume Examples & Samples

Accountability for the complete Specialty P&L down to the therapy, product and pharmacy level
Identifying new strategies, products or services that will continue to stimulate enterprise specialty growth by leveraging all of CVS Specialty assets
Responsible for ensuring broad understanding of competitive capabilities and threats from both traditional competitors as well as emerging ones to inform new opportunities
Responsible for the comprehensive outcomes reporting of the performance of all P& L lines down to the therapy and product level including monthly therapy reviews for each category across Operations, Sales, Finance and Trade
Ensuring resources are aligned around critical therapies and margin generating initiatives to drive the Specialty P&L
Participate in identifying and analyzing strategic partnerships and acquisitions

Director Project & Portfolio Management Resume Examples & Samples

Responsible for managing one complex or two less complex project teams
Works in partnership with project leaders to ensure timely, efficient, and effective meetings, and to ensure adequate progress on team activities between meetings
Co-Chairs Project Team meetings and is responsible for coordinating complex team operations and communications
Directs project communications and ensures that all project customers are fully informed and knowledgeable of project activities and their status
Organizes Project Management support for various functional areas on the Project, attends sub-team meetings; organizes ad hoc working groups
Ensures that Development Plans integrate timing, scope and resources
Proposes and implements plans to resolve such issues and execute corrective actions
May author sections of Project Team documents
Represents the Project Team to the Development Project Reviews
Organizes preparation of complex documents for Senior Management review
12+ years of relevant experience and a BS in science or; 10+ years of relevant experience and a MS or MBA
4+ years of relevant experience and a PhD in a scientific field or a PharmD, DVM or MD degree

100

Um-manager, Digital Portfolio Management Resume Examples & Samples

Sells strategy for digital media and ensures consistency across all elements of plan development and implementation
Monitors media performance at all stages to ensure original objectives and strategies are being met to client satisfaction
1-2 years in a supervisory role
Must have a digital media background
Past entertainment experience is preferred
Demonstrated ability to develop digital marketing communication plans encompassing video, social, search, programmatic and custom media programs (including influencer marketing, experiential, etc.)

101

Um-partner, Portfolio Management Resume Examples & Samples

Lead integrated media planning, investment and activation across TV, Print, Outdoor, Radio, Display, Mobile media - Local media planning experience preferred
Develop media strategies consistent with brand marketing objectives and selling strategy
Oversee top-line strategy behind performance-based (Digital and Search) campaigns
Complete detailed competitive analysis and US marketplace updates
Prepares and makes presentations to clients regarding media recommendations, ensuring buy-in
Manage client requests – i.e. plan changes, budget changes, provide marketplace information
Consistently bring new media and technology ideas to team for application/brainstorming
Ensures best practices are applied across account responsibilities
8+ years’ experience in media planning including three to five years management experience required
Experience within Automotive category (Tier 2) strongly desired
Strong Digital background including display (vertical, networks/exchanges), social, search, email; able to interpret and convey Digital results and metrics

102

Project Portfolio Management Resume Examples & Samples

Manages the relationship between Business Services and the Technology Leadership teams
Sits with the technology leadership team(s) when project/programs portfolios are discussed
Facilitates and supports prioritization of projects/programs within the portfolios ensuring alignment to Divisional Strategy
Provides stakeholder engagement with business and IT leadership teams to define and manage the technology project portfolio in order to maximize shareholder value
Identifies opportunities and alternatives to improve the performance and benefit realization of the portfolio and discuss with leadership team
Reports on status across the portfolio, ensuring standard portfolio management reporting meets the needs of the stakeholders
Follows the progress of the portfolio and facilitate and adjust with material changes when necessary
Facilitates portfolio and resource planning (demand and capacity) with the technology leadership teams
Supports the development, implementation and adoption of CDN division Business Services project portfolio management practice. Acts as a change agent for PM disciplines
Works with Canadian Finance to ensure portfolio alignment to budget
8+ years project/program/portfolio management experience, preferably in the financial services or insurance field
Strong people management skills, including influence, delegation, motivation and negotiating skills. Has the ability to collaborate with others to obtain desired results
Proven success in managing and building relationships with internal teams and external partners and providers
Flexible and adaptable when dealing with change with a strong awareness of cultural diversity. Must be comfortable in dealing with ambiguity
Able to anticipate issues and think proactively to resolve issues and risks. Must possess strong problem solving skills
Excellent communication, presentation and facilitation skills (both verbal and written), with an ability to provide updates to all levels, including senior management
Highly effective influence, negotiation and collaboration skills
Must have a sound working knowledge of various SDLC (agile, iterative, waterfall) and project management methodologies
Must have experience with Project Governance and oversight
Must possess proven ability to exercise flexi¬bility and judgment in assessing business issues and risks in a dynamic environment, and the ability to influence individuals across boundaries to achieve objectives
Ability to partner and collaborate for win-win solutions
Proactively leads and is able to build a sense of shared purpose within the team
Can effectively arbitrate and resolve conflicts between internal and/or external constituents

103

Gcg-head, Portfolio Management Resume Examples & Samples

Driving Segment P/L from both revenues and expenses lines across both Assets and Wealth/Liabilities products to ensure the right P/L efficiency for each of the segments
Driving Long term sustainable Growth of segments P/L by growing Net New Money, encouraging customers to consolidate share of wallet with Citi, ensuring right customers served in the right segment and broad-basing revenues
Minimum 10 years experience in the banking industry
Segment/portfolio management experience

104

Portfolio Management Practice Lead Resume Examples & Samples

Demonstrated capability for problem solving, decision making, sound judgment, assertiveness
Excellent oral and written communication skills as well as excellent presentation skills with ability to conduct presentations comfortably to large groups 
Strong relationship building and interpersonal skills 
Experienced user of MS Project and MS Office toolset (Word, Excel and PowerPoint)
PMP, PgMP, or PfMP certification strongly desired

105

Summer Intern, Portfolio Management Resume Examples & Samples

Provide support in coordinating primary market research with health care providers/payers, to evaluate sales potential, pricing strategy, and market access for innovative drug products. Specific tasks will include coordinating vendor contracts, reviewing surveys/questionnaires, and facilitating internal review process
Support portfolio forecasting initiatives. Activities will include collection of data from various sources/databases, monitoring competitive intelligence and market dynamics, and synthesizing information in forecast models to inform sales projections
Assist the Portfolio team to identify new product opportunities by utilizing various pharma databases, conduct product research, prepare product profiles and track competitive intelligence
Currently enrolled in a four year college degree program
Computer skills (Microsoft Office, Internet)
Have very good written and verbal communication skills
Must have an excellent work ethic and strong attention to detail
Very good interpersonal skills
Efficient time management
Quick learner

106

Um-partner, Portfolio Management Resume Examples & Samples

Lead integrated media planning, investment and activation across TV, Print, Outdoor, Radio, Display, Mobile media
Seven to nine years’ experience in media planning including three to five years management experience required
Primarily digital: heavy online display (vertical, networks/exchanges), social, search, email

107

Avp-portfolio Management Resume Examples & Samples

Drive Risk Management philosophy to Excellence throughout the business, ensuring that business risk drivers are identified and managed
Approve transactions, which fall within personal credit authority process, for transactions outside authority, produce thorough investment approval request and full credit package for recommendation and approval
Structure underwritings for transactions outside of personal credit authority
Clearly and concisely articulate key issues in oral discussions and written communications with senior management and investors
Bachelor's Degree in Accounting, Finance or Business Administration or equivalent; an engineering degree with financial services experience may be considered
5+ years of work experience, preferably management experience
Provides insightful technical/domain advice that influences outcomes
Proactively helps others and offers assistance wherever possible
Confidently states her/his opinions and tactfully challenges others' ideas
Leverages uncertainty to identify and execute creative solutions
Uses knowledge of market/industry to anticipate changes and take actions
Proficient use of Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook
Fluency- Japanese- written and verbal/ English- conversant (fluency a plus)

108

Summer Internship Portfolio Management Resume Examples & Samples

Reviewing portfolio credit (performance) metrics for trend identification
Confirming compliance with individual loan agreement covenants (e.g. financial performance requirements)
Compiling written industry summaries
Assisting Portfolio Managers in the preparation of credit requests
Analyzing financial data and preparing written analyses
Understanding of Finance and Accounting principles
Demonstrated problem-solving skills
Strong presentation and written communication skills
Proficiency in Excel and Word and willingness to learn new systems and applications

109

Portfolio Management Manager Resume Examples & Samples

You are inspired by a vision of a world where people are healthier and live better
You think big and know how to focus on doing rather than deliberating
You are not afraid of speaking your mind
You are inspired by change and want to reshape the way we innovate and do business
Unique opportunity to disrupt RB’s current approach to resourcing and transform our business by defining the future ways of working
Ownership of the end-to-end resource & budget planning and embed Portfolio Management across the CDO
Visibility and senior stakeholder interaction across the CDO, influencing how CDO operates and makes decisions about the overall pipeline & portfolio
Strategic oversight of assigned category portfolio, ensuring continuous support for growing the business and strengthening the base & on-going management of priorities
Identify and implement opportunities for improved efficiency across project spend / resource
Effective budget management and preparation/analysis of KPI’s
To manage the planning/prioritisation process for an assigned category portfolio end to end
Implement systems and processes to support planning and prioritisation across Power Brands and Local Heroes within assigned category across CDO (Cat R&D, (H) M&E, GMDX)
Support rationalization of pipeline between CDO and Area/IMEx to ensure maximizing resource value
Link to key matrix stakeholders in order to appropriately communicate priorities of activity and consider impact on wider resource (R&D, GMDX)
Ensure clear communication of risk level, pipeline health and return on investment to senior stakeholders
To allocate CDO resources across the globe to ensure continuous support for activities – growing the business and strengthening the base
Manage relationships & communication with category leadership teams to advise on changes to resource based on business strategy
Deliver clear communication to business stakeholders (CDO, Area/Po1 leadership) on resource availability and deliverables, risk level & prioritization recommendations
To provide planning support for assigned category
Manage forecasting and planning for category budget
Provide updates to Portfolio Management team (and finance community), with recommended actions to address potential budget issues and mitigate risks
Establish benchmarks for budgetary control and reporting key performance indicators
Work with senior stakeholders to prepare/propose Y+1 budget as part of annual planning cycle
Good quality degree, ideally of a relevant, Scientific nature
Broad experience in the CDO, preferably with an understanding of a number of functions. Strong experience in project management with complex, cross-functional stakeholder management experience
Experience within Research & Development across a number of roles would be an asset
Experience in working with multi-functional and multi-cultural teams would be an advantage
Experience with budget management an advantage
Qualification within project management expertise (PMO certified or Six Sigma) an advantage but not mandatory
Confident in interacting with, and influencing senior management (Cat. Marketing & R&D)
Results oriented, entrepreneurial and self-motivated. Bias for action, capacity to define, evaluate and takes risks. Strong analytical skills
Strong interpersonal skills. Capable of building strong working relationships and motivating business teams to deliver outstanding results
Attention to detail and strong numerical and organizational skills. However also having the ability to see/explain beyond the detail of the numbers (‘able to see the bigger picture’)
Commercial ‘savvy’ – good understanding of corporate and operational business issues, strong understanding of the RB Operating Model and the CDO vision/strategy
Understanding of marketing strategy and planning issues; experience with budget management and resource allocation an advantage
Ability to turn solid thinking into action (a thinker and an achiever)
Openness to change

110

Head of Portfolio Management Resume Examples & Samples

Drive the coordination of the digital portfolio development and prioritization according to market needs and capabilities within our organization
Support the Business Units in establishing their digital sales capabilities
Make sure the sales organizations has access to the right product knowledge, processes, documentation
Develop and implement best practices for selling digital solutions
Provide guidance on the right business models, pricing, and costing in order to be competitive
Organize sales trainings and make sure that units across the globe are adopting the new offering and own the targets
Create the correct value propositions and ensure our Sales and Management is able to have a fluent conversation with our customers about our digital solutions

111

Portfolio Management Resume Examples & Samples

Improve and Assist in portfolio and investment level analysis
Strong Excel user
Confident in social skills/personal interaction
Detail oriented and exceptional organizational skills a must

112

Portfolio Management Director Resume Examples & Samples

Bachelor's degree in Economics, Finance, or Accounting
Minimum 10-15 years of progressive experience in managing fixed income investment portfolios within a bank
Deep knowledge of fixed income securities and markets
Extensive understanding of bank balance sheets and managing interest rate and liquidity risks
5-10 years' experience in managing balance sheet derivative hedge portfolios
5-10 years in hedging MSRs
Strong management skills and strong communication skills
Master's degree in Economics or Finance preferred
CFA designation preferred
Excellent communication skills and an ability to present findings on complex issues clearly to internal clients including management, both written and orally
Strong organizational skills combined with the ability to work independently
Proven ability to work with finance, and business segments

113

Head of Portfolio Management Resume Examples & Samples

Provide business analysis of financial and management information,
Drive business planning and budgeting, forecasting and advisory services to the business, including scorecard development and tracking
Consolidate business and financial plans across the business for presentation to management, including quarterly investors’ presentations, business and budget reviews, strategic planning sessions
Assist to manage asset and liability book in line with bank’s strategic galco direction, including coordination with corporate treasury, monitoring market trends
Assist with conceptualization, articulation and execution of strategy,
Understand the strategic business needs and research, develop and propose analytic solutions that can improve the key area. Engage the business owner to work on potential use cases, layout the key hypothesis for the idea to work and how to validate the hypothesis
Lead the design management and delivery of data analytics projects
Manage delivery of reports

114

Senior Specialist Plan & Portfolio Management Resume Examples & Samples

Collaborating closely with IS&T Business Partners on a regular basis on business demand for planning purposes
Developing and enhancing relationships with key business stakeholders
Annual planning support for the business partners, portfolio management; integration of the portfolio in the IS&T operating plan
Continuous improvement efforts
Developing and enhancing relationships with relevant stakeholders
Degree qualified in a relevant field
Skilled in working in a globally diverse team and in virtual teams
Strong knowledge of continuous improvement methodologies
Planning, portfolio management and prioritisation

115

VP, Portfolio Management Resume Examples & Samples

Work with portfolio managers from Real Estate Fund asset management and investment teams to review and communicate fund-level strategies to senior management
Work with the Head of Asset Management to prepare key on-going fund-level updates, communications, and recommendations for senior management
Review analysis and recommendations to support key asset monetization and financing decisions
Review and roll up annual and quarterly business plan forecasting for fund investments
Analyze monthly performance of investments to identify trends, risks, liquidity issues, and potential for monetization
Verify that investment performance and asset management initiatives are in-line with projections
Liaise with the Chief Operating Officer to ensure proper liquidity and capital planning for fund-level asset management initiatives
Liaise with Investor Reporting to ensure proper reporting to investors
Provide support to various asset management initiatives, including the development and maintenance of reporting tools used by senior management
Execute ad hoc financial and reporting projects
Monitor industry news and leverage existing information to proactively inform leadership of relevant market trends
Ability to synthesize detailed information from multiple data sources into a concise, well-organized format that identifies key risks, opportunities, and investment targets for senior-level fund management
Ability to quickly learn new businesses and identify key performance drivers
Keen understanding of risk, capital, and leverage
Strong financial, accounting and quantitative skills
Good understanding of financial models
Good understanding of financial statement analysis, valuation and cash flow forecasting
Excellent interpersonal communication skills including the ability to identify key stakeholders and ensure they are in the appropriate communications loop
Ability to work autonomously and as a member of a team
Ability to manage a team
Ability to thrive in a fast-paced, rapidly changing work environment; ability to multi-task is a must
Ability to think strategically and to creatively solve problems and anticipate issues before they arise
5+ years of experience in investment banking, private equity or other finance related field
Experience in financial institutions, accounting or real estate is a plus
Strong Excel, Word and PowerPoint skills required
Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members

116

Portfolio Management Resume Examples & Samples

6-8 years of experience in commercial banking, leasing or finance industry with significant credit and secured equipment finance experience
Familiarity with municipal and institutional finance and credit analysis is essential
Exposure to Federal leasing would be a plus. Preference is for an individual who has had portfolio responsibility for a substantial number of clients/transactions at one time
Solid experience in municipal and institutional (and, ideally, commercial and large corporate) credit analysis. Some familiarity with construction monitoring, ideally in the energy efficiency and solar generation spheres
Results oriented, is able to meet deadlines

117

Portfolio Management Internship Resume Examples & Samples

Supports I&O Strategy and Execution by helping to manage resource forecasting and actuals
Assists the team in developing portfolio dashboards or other management tools for prioritization and execution
Sets up and coordinates meetings and conference calls; develops agendas, writes and distributes meeting notes
Prepare draft presentations, reports, and material to help prepare CISO and project teams for committee meetings
Must be team oriented with a high level of professionalism
Computer proficiency in MS Office including Word, Excel, and PowerPoint
Applicant must be working towards an undergraduate degree, graduating in spring 2018 or later

118

VP, Wholesale Portfolio Management Resume Examples & Samples

Maintain ‘Trusted Advisor’ relationship and access at key decision maker level for assigned clients
Co-ordinate origination and execution of activities across the spectrum of Global Banking & Markets products/service
Build the Global Banking franchise value/reputation in the market place
Drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment
Where leadership responsibilities are assigned, lead the client management sector team to achieve team’s business objectives and ensure ongoing development of all team members
Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk
Identify event driven opportunities on an opportunistic basis, bringing in sector/country expertise as appropriate
Aggressively grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements
Actively promote, manage, train, develop and assess all members of the team within assigned area of responsibility
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
Where leadership responsibilities assigned, proven achievement in leadership/management roles
Proven ability to gain substantial business for the Group across a full range of products
Track record of building & developing long term relationships including at key decision maker level for all clients
Ability to develop a strategic dialogue with the client on a multi dimensional basis
Industry expert
Excellent portfolio management skills
Excellent knowledge of HSBC Group and products, and a strong network of contacts across all business areas
Proven record of proactively developing and originating client solutions
Advanced understanding of risk management and risk mitigation
FINRA series 7, 63 and 79 required. On an exception basis, a contingency period of 120 days can be offered to obtain licensing, strictly at manager’s discretion

119

Center Lead Portfolio Management Resume Examples & Samples

Continuously improving credit stewardship, fulfillment and delivery for existing and new business for a portfolio of CPB customers of simple to medium complexity
Managing and resolving business escalations, business approvals for own team and cross teams and for liaising with other team leaders across Hubs/Region to ensure delivery of a seamless and continuously improving end to end credit process
Managing key stakeholder relationships across CPB, Services and Functions to enable consistently good customer outcomes to be realised through timely and accurate decision-making, in line with business goals, as well as attrition as per laid out targets
Experience of relevant legal policies, regulatory and statutory obligations and risk management

120

Head of Portfolio Management Resume Examples & Samples

Building a new team being setup in OSSI by offshoring roles, designing the off shore team operating model
Contributing towards delivery of the functionalised PM Hub strategic plan and management agenda and providing insight that informs the functionalised PM Hub strategic plan and defininga strategy to migrate new processes/ systems
Implementing the Portfolio Management operating model and structure for Functionalised PM Hub within Commercial Banking that delivers consistently excellent service at an efficient cost to serve which will act as a Centre of Excellence for CPB
Maintaining an agile balance sheet and managing it within parameters set by CPB ExCo including inter-alia sector appetite, risk profile and return hurdles and also being responsible for exercising personal authority such as Business Approvals
Driving Performance Management of Credit Stewardship, fulfilment and delivery teams via KPIs and being determined to Lead principles to ensure that efficiency and effectiveness are maximised within the teams and managing attrition as per laid out targets
Deep understanding and broad experience in the application of risk management disciplines and Corporate and Commercial credit risk and lending principles

121

Working Student Within Portfolio Management Resume Examples & Samples

Contribution to organisation, execution and follow-up activities of Awareness Sessions (Introduction into the Project Managmement Methods Waterfall and Agile-Scrum)
Preparation of planning activities
Contribution to creation and maintenance of presentations
Support with the creation and the assessment of a market request for “Project Managmement as a Service” and running of procurement activities to order external Project Managers, Scrum Masters, Coaches, etc
Preparation of XLS reports

122

Portfolio Management Specialist Resume Examples & Samples

Provide fiscal week, month, quarter and year-end financial balancing and validation
Assist Portfolio Managers during quarter end, 5YP, ACP and/or AOP cycles
Establish and maintain strong working relationships with partner organizations
Update and maintain the portfolio database for all global technology initiatives
Collaborate with partners to ensure database completeness and high quality of data; manage the ongoing maintenance and enhancements backlog
Understand the deliverables of internal and external Portfolio Management customers and contribute to the success through cooperative and shared processes
Continuously assess current processes to find areas for improvement or efficiencies
Understand project lifecycle to clarify or challenge associated costs
Establish and maintain an effective partnership with the Program Management Office, Program and Project Managers and Delivery leads as well as the Finance, Application Portfolio Management, Reporting & Metrics teams
Ensure accurate and timely implementation of Portfolio Management investment decisions
Implement and document changes to Regional, Asia Pacific and North America target portfolios
Manage large data sets and research and resolve data issues
Various adhoc projects and reporting, as needed
Able to work independently, be responsible, flexible and highly motivated
Microsoft Office suite with strong Excel skills (pivot tables, v-lookups, basic IF formulas, etc.)
Strong sense of responsibility and ability to meet deadlines; manage multiple priorities, and perform job responsibilities accurately with minimal supervision
Strong analytical and problem solving skills, attention to detail a must
Familiarity with CA Clarity, ServiceNow, VersionOne, and SAP
1 year of work experience in Finance and/or Accounting
Minimum college/undergraduate degree (e.g., B.S. /B.A.) or equivalent experience

123

Portfolio Management Resume Examples & Samples

To roll-out and evaluate product cross-selling and other portfolio growth campaigns in order to improve customer profitability and product penetration rates
To support regional initiatives with local adaptation and ensure seamless execution and comprehensive tracking and learning
To ensure the team manage & scrutinize marketing expenditure and ensure cost efficiency
To ensure proper and seamless flows and processes are in place and coordinate with internal units and front line before program launch for both acquisition and portfolio campaigns
To ensure operations, workflows and processes are compliant with regulatory and company standards & guidelines
To cultivate with Product teams, Branches, Customer Center, CBBO and CE to ensure delivery of customer-centric solutions, segment pricing and priority service standards
To adhere to the Bank’s policies, standards, operations guidelines/procedures, security and internal control measures and comply with the Ordinances and Code lay down by the Government and the related regulatory authorities
To maintain adequate control to monitor and review regularly and frequently the competence of their staff so as to ensure that their staff members remain competent for their role, taking into account changing circumstances. Review will be conducted in Mid Year / Full Year Performance and Development Review

124

Baam Portfolio Management Resume Examples & Samples

Manage and enhance the investment guidelines monitoring process for HFS customized and commingled portfolios
Partner with the Legal Department to negotiate new and amend existing investment guidelines
Identify and escalate potential breaches of investment guidelines
Create investment guideline reporting for senior HFS committee meetings
Liaise with business analysis, portfolio management, legal and client service teams on key deliverables; and
Coordinate the delivery and receipt of client communications relating to certain investments
Minimum of 2-5 years of industry experience
Self-starter, highly organized, and detail oriented
Proficient in Microsoft Excel
Understanding of hedge fund structures, liquidity terms, and business terms is a plus; and
Prior experience with Compliance or with hedge fund operations is a plus

125

Director of Services Portfolio Management Resume Examples & Samples

Creating a trusted engagement model for agile collection of trends, customer needs, competition, region input and business strategy
Delivering a market leading service portfolio strategy for analyst and customer engagements
Working with business and regions to architect a compelling, customer-driven services portfolio that enables service and solution revenue targets for each region
Ensuring alignment with external and internal data between regions and business leads
Executing innovative & cohesive sales and marketing launches to establish and enable market leadership
Developing and utilizing an Agile New Service Development Process for offers and capabilities that address rapidly changing market trends and dynamics
Ensuring and fostering a credible and engaged team of individuals who put customers first, focus on innovation, challenge status quo and work across nearly all aspects of the HP Company to deliver on business and customer needs
Utilizing key business frames to achieve the results: Services lifecycle, Customer Journey, Service Development Lifecycle, Sales Lifecycle, and Services & Solutions Value Chains
Developing service marketing infrastructure and knowledge

126

Portfolio Management Resume Examples & Samples

Support Senior Management in proactively monitoring credit quality of portfolio and assisting in restructuring discussions with clients to minimise provisions and credit losses. Ensure that problems with assets under management are identified as early as possible and remedial action is taken as soon as possible. Manage the portfolio proactively
Monitor, prepare waivers & credit reviews on Real Estate, PF and EF assets and ensure, alongside Coverage and BMO, robust audit trail in respective HSBC systems
Understand, observe and apply all key policy requirements
Prepare reports on portfolio including sector concentration reports, RWAs and liquidity management
Contribute to financial & regulatory reporting (TM1, RAS)
Assist front line deal directors with proper review & submission of credits to Risk for new deals
Manage key operational risks by understanding and fulfilling the roles and responsibilities of "risk owner" and "control owner" within the Three Lines of Defence
Technical understanding of EF and PF products
Familiarity with CARM, complex limits systems, TM1, RAS and other Bank financial reporting systems would be an asset

127

AVP, Head of Portfolio Management Resume Examples & Samples

Deep experience in credit risk policy, strategy, operations and related procedures
Appreciation of portfolio drivers and how to influence them
Regulatory and industry best practice
Analytic background with project management experience
Working across all levels of the organization to understand cross-functional linkages and interdependencies, as well as the implications of risk at both a strategic level and at the business unit level
Experience of creating, motivating and leading a successful, effective team
Ability to form and maintain healthy working relationships at all levels within the organization
Ability to assess Risk trends, internally and externally
Act with courageous integrity in decision making
Communicate openly and honestly

128

AVP Head of Portfolio Management Resume Examples & Samples

Working knowledge of roles and responsibilities of those Retail Credit Risk departments
Working knowledge of scoring technology and its application
Minimum of 12 years proven and progressive credit experience or equivalent, including a minimum of 5 years proven management experience or equivalent
Experience in Retail Credit Risk and/or Collections Strategy / Collections Strategy
Decision making, sound judgment
Excellent communication and interpersonal skills, combined with cultural awareness
Effective and strong decision making capabilities
Take personal accountability, be decisive, use common sense, empower others
Be inclusive and collaborative

129

Portfolio Management Resume Examples & Samples

Portfolio management of digibank customer base through portfolio interventions and customer life cycle management strategies
Balance build up
Increase customer stickiness through product cross sell
Drive transaction volumes through various payment channels
Understand insights from quantitative and qualitative to enhance different portfolio management strategies
Managing campaign budgets
Co-ordination with all other departments to facilitate smooth execution of marketing activities
Ideating on, presenting and executing the best suited campaign
Delivering multi-channel campaign management by leveraging various channels such as email, SMS, push notifications etc
Conceptualise event based campaigns leveraging various source system data
Liaise with marketing, business analytics, product and acquisition teams to understand business challenges, build campaign constructs and provide requirements to business analytics and marketing teams for campaign execution
End to end conceptualisation, scheduling, execution and post campaign synthesis for all portfolio intervention campaigns
Identify new opportunities for business revenue generation (NFI, NII)
Making presentation on portfolio performance and sharing key insights for improvement
Strong academic background and a pleasing personality are essential
Should be self-motivated and adaptable
Should possess a creative bent of mind and should be a strategic thinker
Should be focused, well organized, creative & open minded
Candidate should have 12-15 years of experience
Preferred sector is BFSI
Strong understanding of customer life cycle management
Strong knowledge of Customer Life Cycle Based portfolio intervention strategies/ campaigns with a strong focus on ROI
Strong working knowledge of customer segmentation strategies and analysis
Expert in understanding A/B Testing, Event based and customer journey based campaigns
Expert in generating Insights and Recommendations from Email & SMS Campaigns
Exposure in digital marketing, campaign analytics and reporting tools like qlik view will be useful
Should be proficient in Excel, SAS, SQL
Strong presentation skills with good knowledge of MS word and powerpoint
Graduate in business/arts/science from a reputed college/ university
Certification in campaign management

130

Agile Portfolio Management SME Resume Examples & Samples

Agile Transformation:Define the Bank's Enterprise Agile Methodology and Operating Model in collaboration with Technology and key control partners
Working with senior level segment leadership to understand the impact of Agile portfolio management and create a strategy/plan
Understand Enterprise and Business Segment standards – including gap analysis
Ensure alignment with Enterprise standards with the ATP and relevant control functions (e.g. Finance)
Identifying, documenting and triaging challenges and barriers in collaboration with a Business Segment
Determine which concepts, tools and processes should be used in specific situations to increase the likelihood of success
Drive transformation strategy and planning activities
Assist – if required – Business Segment CoE build out (including interaction model with the enterprise)
Demonstrate and share knowledge, observations and experiences with the Business Segment and Enterprise
Maintaining subject matter expertise in the approved and industry program and project methodologies
Developing and maintaining effective relationships with the segment and relevant control functions
Exercising thought leadership around adoption and capability building
Work with the Enterprise to refine methodology related artifacts, tools and processes

131

EBS Manager of Portfolio Management Resume Examples & Samples

Establish and Facilitate portfolio governance processes and best practices
Define and implement a consistent demand management process across the organization
Ensure appropriate resources are planned across the portfolio to successfully delivery the portfolio of projects
Project Risk Management – Fully Competent
Project Communication – Fully Competent
Project Dependency Management – Fully Competent
Project Delivery – Fully Competent
Problem Solving & Decision Making – Fully Competent
Financial Management & Project Accounting - Fully Competent

132

Portfolio Management Lead-india Resume Examples & Samples

At least 5 years of Pharm industry/business experience, including at least 2 years in pharmaceutical R&D, is required
Experience managing or leading global and/or virtual cross-functional teams is preferred, especially if done within a matrix organization when one has to influence without authority
Understanding of Janssen Pharm functional interconnections and processes (R&D drug development, strategic marketing, regulatory, market access, operations) is desirable
A bachelor degree is required; life sciences, engineering, or business management specialization is preferred; a post-graduate degree is desirable
Analytical and logical thinking

133

Director of Project & Portfolio Management Resume Examples & Samples

Bachelor’s Degree in Project Management, Technical Science, Information Systems or related filed
7 years’ progressive experience in a project or program management lead role
3 years’ experience leading a team of project or program managers
Excellent management skills leading teams of individual program and project managers
Ability to build high performance teams and relationships across functional and virtual teams with a mixture of direct and dotted-line reporting
Ability to define and manage to key performance indicators/metrics
Strong working knowledge of Project Portfolio management tools
Ability to communicate with all levels of management and company personnel and influence internal and external key stakeholders and build consensus
Ability to provide leadership and direction to cross-
Ability to oversee and manage large, complex, diverse and strategic projects that impact the organization as a whole
Ability in implementing program and project plans and monitor progress, resource usage and quality
Thorough understanding and ability to manage complex program and project budgets along with risk assessments and developing mitigation plans
Able to travel 10-15%
10 years’ experience in a project or program management lead role
5 years’ experience leading a team of project or program managers

134

Portfolio Management Manager Resume Examples & Samples

Communicating & monitoring key assumptions that underpin the planned performance across the portfolios
Monitoring account performance and account profile – presenting and communicating with the Street and Trading Pricing teams on a regular basis
Leading team members to ensure insightful analyses of all pricing assumptions are regularly undertaken and robust tracking and monitoring of assumptions are carried out for all accounts
Conducting detailed analyses as required, including working with complex or partial data, to produce timely, accurate, insightful and commercially appropriate outputs
Lead on the Product and Pricing input into financial plans including re-forecasts. A key component will be to work with Finance to ensure accurate loss ratio bridges are in place for use in financial planning processes
Lead recruit, develop and motivate a team of Portfolio Management experts

135

UHC Director of Digital Portfolio Management Resume Examples & Samples

Understand the organization’s business strategy, operating vision, business capabilities, product & financial strategy and technology imperatives
Integrating business plans, technology roadmaps and the capital plan
Critically evaluate portfolio value, time to value and risk to value for the Digital capital portfolio
Work closely with the analytics function to define KPIs, measure results, and shift investments to maximize ROI
Balance commitments to achieve maximum results within the capacity of the budget and staffing
Implement, manage, and continuously improve portfolio processes
7+ years of experience developing solutions to key business problems
Experience managing complex capital portfolios in consumer facing businesses
Experience working with agile product teams and processes

136

Digital IT Portfolio Management Resume Examples & Samples

Help the team to manage the cross-CCB project intake and Demand Management process working toward continuous improvement, training of all stakeholders and continually increasing throughput
Management of governance and standards across Digital IT including standardization onto common PMO toolsets, processes, tracking and reporting
Management of the Digital Book of Work planning process
Creation, preparation and distribution of weekly Project Management Reporting Packets on Digital Demand
Reporting and analysis of cross-CCB roadmaps and project portfolios against project intake requests evaluating remaining budget and capacity constraints
Capacity Planning (Scrum Intake management) across all Digital technology build teams
Creation of metrics to drive monthly and quarterly team business reviews for Project Intake processes
Formulate and maintain release over release reporting
Manage process improvement to strengthen the service delivery and project delivery teams
Bachelor's degree or equivalent work experience &/or specialized training in PMO and Project Management
10 to 15 years of experience in information technology with an emphasis on PMO, governance, oversight, project intake, analytics and reporting with knowledge of Technical Project delivery and Agile methodology
Strong knowledge of the CA Clarity PPM Tool, and Jira
Excellent knowledge of the standard desktop applications including the Microsoft suite (Excel, PowerPoint, Word, Project)
Strong written and verbal communication skills with senior management and an ability to express thoughts and ideas clearly and concisely
Experience with management reporting, performance analysis techniques and project/process management and improvement
Detail oriented with strong organizational skills, ability to prioritize work efforts and manage multiple tasks simultaneously
Independent logical problem solver, analytical ability to synthesize data
Ability to lead and manage processes, projects, multiple, concurrent deliverables

137

Intern Project & Portfolio Management Resume Examples & Samples

Support project and portfolio management activities through tracking budget, timelines, status updates and bridge to the Headquarter
Contribute to internal project coordination with the departments supporting the execution of the planned activities
Creation of ad hoc business analysis, reporting for management and business process description
Support the project, portfolio and process management creating effective documentation (i.e.: case studies, presentations) and addressing the clients to use emails, conference calls and status reports
Have a degree in Management Engineering, Supply Chain Management, Economics or Business Management
Have experienced academic projects in different fields and have made an international exchange program
Have familiarity with process, project and portfolio management disciplines (i.e.: lean methodology, Six Sigma, BPM, PMI)
Have good knowledge of MS-Office tools (advanced PowerPoint) and MS Project

138

Portfolio Management Resume Examples & Samples

Participate in/drive the Product Committee/maintenance team with representatives from R&D, Design Support&Engineering, Supply Chain mgmt, Sourcing, Production and Quality to secure the profitability and competitive of assigned product families through whole product life cycle stage
Introduce new products/platform launch according to approved New product requests/road map
Prepare business cases and requirement specifications for new products
Initiate price strategy and provide recommend market price for the Power Module product price list
Secure availability of excellent and complete product information and marketing material (Data sheet, Application notes, Sales arguments etc.)
Product Change management, issue of PCR/PCN (Continuous product improvement)
Product End of life management, issue of PDN (Product discontinuation plan)
Create/maintain technical documentation and sales support material (Technical Spec, Product presentation, Product launch plan)
Escalation point of critical Quality issue towards customer

139

VP IT Portfolio Management Resume Examples & Samples

Lead the effort to expand the standard Portfolio Management practice across the enterprise and related technology portfolios
Lead the PMO, Business Analysts, and technical communications teams
Partner with business teams from Service, Finance and Operations for system migrations planning and execution of implementations
Partner with our internal security, compliance, infrastructure, off shore and development teams on target technologies and implementations
Report on value, spend and project status for the technology portfolios
Be a beacon of patience, resilience and drive for conflict resolution across functions and levels of the enterprise
Help guide the cost effective balance of new technologies and leverage of existing platforms
Participate in the design, implementation and modernization of our enterprise wide technology
Evangelize our off shore technology team and services provided by Northern Lights
Leverage our partner companies deep technical expertise such as with NEPS and Mentor Mate
Ensure compliance to industry best practices for project management up to portfolio governance
Ensure quality and timely project delivery with solid communication of changes
Prepare and assist the CIO with weekly, monthly, quarterly presentations and communications
Communicate value and spend scenarios to ownership and executive leadership
Provide clear updates on progress towards goals to multiple levels of the organization
15 years of information technology experience with 10 years of experience in a leadership role
5+ years of experience working with offshore teams
Proven experience presenting to an executive level audience
Leadership experience with large company PMO
Leadership experience with enterprise Portfolio Management and Governance processes
Management experience with IT spend reporting and budgeting
Experience with acquisitions and consolidations a plus
Experience with matrixed leadership and Shared Service environment a plus
Mankato, Minnesota

140

Head BD & Portfolio Management CZ & SK Resume Examples & Samples

Czech, mother tongue English, excellent, written and spoken
5years experience in the pharmaceutical industry
Top performer
Proven project management knowledge
Demonstrated ability as an effective team player

141

VP, Portfolio Management Resume Examples & Samples

Take an activist, adaptive approach to executing strategy by adopting new approaches to program and portfolio management. Be a thought leader in development of transformative processes for portfolio planning and execution
Forge strong/collaborative relationships with senior leadership, functional leaders and with strategic partners to understand strategic vision and objectives and to translate into sound portfolio strategies
Identify and implement improvements to the current process to enable appropriate portfolio management strategy, maintenance and practice
Build a more robust collaboration/relationship management capability to enable understanding of business priorities and to enable business partners to develop sound portfolio proposals with emphasis on business value
Serve as a strategic change leader, with demonstrated ability to deal with uncertainty, risk and rapidly changing landscapes
Drive continuous change in both IT and business not only to deliver the program but also to realize the defined program outcomes or value
Guide strategy for selection and utilization of PPM tools, integration with agile planning and development tools and portfolio decision making tools
5+ years PPM experience, preferably with leadership of program portfolio management function for large financial services institutions
5+ years experience in program portfolio management for a business utilizing Agile practices
Experience with Scaled Agile Framework (SAFe) to enable scaling up the current agile delivery process. Certification as a SAFe Agilist (SA) or SAFe Program Consultant (SPC4) preferred
PMP certification or equivalent work experience
Proficiency in utilizing PPM tools for portfolio analysis and optimization, demand and resource management, portfolio reporting
Experience implementing PPM practices for a bi-modal environment is a plus
Strong strategic thinking and leadership experience
Excellent executive presence and ability to appropriately communicate and motivate at all levels of the organization
Demonstrated ability to partner and collaborate across organizations

142

Global Trade Portfolio Management Resume Examples & Samples

Creation, tracking and follow-up of set-up request for Seller and Account Debtors, including any necessary activities and checklist for buyer onboarding on the program
Document collection, review and onboarding of Account Debtors into product processor
Management of Citi client initiated limits as required
Portfolio monitoring not limited to financial covenants and their review for timeliness and accuracy
This will include monitoring past due non-financial covenants, program triggers and obligations under insurance policies
Portfolio management for Buyer related activities, including DRM renewal deadlines and interaction with seller and buyer as per program design
Review and monitor assets held-for-investments / assets held-for-sale and strong interaction with Operations for execution of sale
Manage and own escalations through resolution including root cause, analysis, identify fixes and preventative measures
Interface with cross functional partners including Product , the Relationship team and Operations to deliver excellent client experience
Partner with product teams on Portfolio assessment for new transactions by handling customer/non-customer identification and managing DRM run requests
Manage a diverse portfolio of client relationships
Act as an escalation point for Trade Finance clients and the Citi Relationship team, Product and Operations
Individual will act as a liaison between Trade Product and Citi Client
Will be required to handle customer service inquiries related to the job description and to be proactive
The individual must be prepared to think like a partner, identify bottle-necks and suggest solutions
Knowledge of TTS product is a plus
Experienced and familiar with Citi Trade Product Policies and systems
Multi-lingual – Spanish required / Portuguese
Ability to understand a variety of legal documentation from a business/legal perspective

143

Portfolio Management Specialist Resume Examples & Samples

Responsible for the day-to-day management of new item activations, discontinuations, promotional item and brochure creation and other supporting responsibilities
Maintain cross-functional relationships with internal departments including Sales, Marketing, and Supply Chain, among others
Support a team approach and work collaboratively with their peers to ensure departmental needs are met
1+ years of lab industry experience
Thorough understanding of financial data and reporting methodologies, various performance metrics and ROI analyses
1+ years of lab industry experience in product management
An advanced degree in business or science
Well-developed general business acumen

144

Um-VP, Partner, Portfolio Management Resume Examples & Samples

Senior client management on account overseeing several business units across a client portfolio
Create and deliver new and innovative solutions to client business issues and challenges
Provide thought leadership and help develop strategic direction for media planning and buying across TV, Digital, Social, Radio, OOH, and Print
Serve as an advisor and mentor to planning groups
Develop and maintain excellent working relationships with all internal / external agency departments/disciplines including: Investment, Analytics, Local Buying, Strategy and Research and Creative Agencies
Inspire while leading by example in developing, motivating, mentoring and coaching their team

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