Portfolio Senior Manager Resume Samples

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R Ratke

Rossie

Ratke

4397 Spinka Extensions

Los Angeles

+1 (555) 739 4721

4397 Spinka Extensions

Los Angeles

Phone

p +1 (555) 739 4721

Experience Experience

Phoenix, AZ

Portfolio Senior Manager

Phoenix, AZ

Hane, Torp and D'Amore

Phoenix, AZ

Portfolio Senior Manager

Guide Business Relationship Manager (i.e. training concepts, communications)
Improve relationships to BASF peer groups as well as educational facilities for continual optimization of strategies, methodologies and portfolio
Derive IS portfolio and lifecycle management for Non-captive business
Act as product manager
Own Continual Portfolio Improvement - COPI
Market the global portfolio (e.g. promotion, segmentation, differentiation, standardization, harmonization, innovation and efficiency)
Steer right level of services differentiation on assigned areas (region, portfolio)

Philadelphia, PA

IT Portfolio Senior Manager

Philadelphia, PA

Gorczany-Ebert

Philadelphia, PA

IT Portfolio Senior Manager

Provides daily management and guidance; acts as a source of expertise for business project managers
Provides daily management and guidance; acts as a source of expertise for project managers
Establish and execute program governance, communications plan, escalation and change management processes
The Sub-Portfolio Lead is also a people leader responsible for leading a team of project/program managers
Ensure compliance with all project management standards – existing and new out of new EPPS organization
Provide Enterprise Portfolio Dashboard for Corporate Services Strategic projects
Manage the overall roadmap for implementation of the Service Requests activities

present

Los Angeles, CA

Senior Devices Portfolio Manager

Los Angeles, CA

Wolff and Sons

present

Los Angeles, CA

Senior Devices Portfolio Manager

present

Prioritize development efforts in line with business objectives and communicate with development teams
Ensure compelling training modules are developed for the internal sales organizations and channel partners
Work in a cross-functional team with engineering, operations, finance, and marketing communications through the complete solution development cycle from product concept to end of life
Provide product management support during the development process helping to make tradeoffs involving features, schedule, cost, pricing, solution positioning, and lifecycle management
Develop the customer value proposition to positively differentiate our product in the market
Manage the New Product Introduction process for successful market penetration
Maintain and communicate 1-2 year solution roadmap

Education Education

Bachelor’s Degree in Computer Science

Belmont University

Bachelor’s Degree in Computer Science

Skills Skills

Deep knowledge of IS services/industry/SC/Logistic
Knowledge in service management or ITIL
Strong networking skills
Sustainability
Act with entrepreneurial drive
Embrace diversity
Develop self and others
Collaborate for achievement
Communicate efficiently
Drive for innovation

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15 Portfolio Senior Manager resume templates

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Senior Manager, Partner Rewards Portfolio Resume Examples & Samples

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

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

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

Senior Execution Lead / Portfolio Manager Resume Examples & Samples

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

Senior Cards Portfolio Manager Resume Examples & Samples

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

Senior Passive Fixed Income Portfolio Manager Resume Examples & Samples

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

Senior Multi Asset Class Portfolio Manager Resume Examples & Samples

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

Senior CRE Portfolio Manager Resume Examples & Samples

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

Senior Manager, Region Portfolio Resume Examples & Samples

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

Senior Tactical Portfolio Manager Resume Examples & Samples

Tactical Asset Allocation
Macroeconomic and market focus
Client relationship

Senior Manager Demand Portfolio Resume Examples & Samples

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

Portfolio Senior Manager Resume Examples & Samples

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

Senior Manager, Trmis Portfolio Resume Examples & Samples

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

Senior RE Portfolio Manager Resume Examples & Samples

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

Senior Devices Portfolio Manager Resume Examples & Samples

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

Enforcement Action Portfolio Senior Manager Resume Examples & Samples

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

Senior Director Fixed Income Quant Portfolio Manager Resume Examples & Samples

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

IT Portfolio Senior Manager Resume Examples & Samples

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

IT Portfolio Senior Manager Resume Examples & Samples

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

IT Portfolio Senior Manager Resume Examples & Samples

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

Senior Wealth Portfolio Manager Resume Examples & Samples

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

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