Portfolio Strategy Resume Samples

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M Beer

Maria

Beer

629 Vivienne Crescent

Phoenix

+1 (555) 882 0227

629 Vivienne Crescent

Phoenix

Phone

p +1 (555) 882 0227

Experience Experience

Houston, TX

Portfolio Strategy Manager

Houston, TX

Hauck LLC

Houston, TX

Portfolio Strategy Manager

Manage and direct development of financial modeling and decision support in collaboration with FP&A, Accounting, & Tax teams
Liaise with Asia and EMEA space planners, real estate managers and finance in preparation of strategies and plans
Manage 3rd party UA Lease Administration (outsourced), ensuring accuracy and data integrity
Ad hoc reporting and financial analysis and management presentations
Develop strong relationships with key stakeholders within Under Armour and the community
Participate in the development of the firm's global occupancy budget and forecasting
Develop/Streamline reporting of data and metrics for owned and leased properties throughout the global portfolio

Los Angeles, CA

Corporate Real Estate Portfolio Strategy Manager

Los Angeles, CA

Douglas-Romaguera

Los Angeles, CA

Corporate Real Estate Portfolio Strategy Manager

Ensure supply scenarios undergo a robust due diligence and qualitative / quantitative evaluation and are routinely mined for opportunities to optimize real estate cost drivers through improved space utilization, space standards, and alternative working arrangements
Lead business case development and presentation to summarize supply scenario options and guide decision making using financial and non-financial information and performance metrics
Monitor critical lease dates requiring action and proactively evaluate potential actions via the strategic planning process. Synthesize into an annual plan-of-record (POR) inclusive of recommendations on property investment,divestment, consolidation or improved efficiency
Monitor and track strategic planning and transaction activities to proactively manage risk and ensure proper traction,forward momentum, and timely completion of all initiatives
Coordinate the creation of relevant documents, including but not limited to: business case approvals, project initiationand engagement agreements, situational market analyses, requests for proposals (RFPs), letters of intent, and lease documents including exhibits
Manage the site evaluation and selection process for new sites, relocations or expansions in support of approved business cases in partnership with CREWS colleagues and Site / BU representatives
Ensure Transaction Managers, Legal, Tax, and Treasury negotiate purchase, sale or lease agreements in-line with scenario assumptions, HP lease standards, and critical business terms & conditions. Serve as an escalation path to this set of business partners

present

New York, NY

Senior Associate, Portfolio Strategy

New York, NY

Pfannerstill-Skiles

present

New York, NY

Senior Associate, Portfolio Strategy

present

Lead and support in the management and development of the Strategic Consulting team with the overall goal of improving performance
Lead and support internal management initatives to improve the Consulting team’s productivity and performance
Providing input to investment assumptions that underlie successful product pricing
Maintaining communication and coordination with the Retirement Portfolio Management team
Perform complex corporate real estate financial analysis, develop sophisticated tools and creative approaches that will allow our client’s to optimize their real estate portfolios
Analyze corporate clients’ real estate portfolios and develop strategies and plans to achieve long-term operational and financial goals
Assist in efforts to leverage insights, collaboration and delivery to ensure that we are the industry leader in product innovation

Education Education

Bachelor’s Degree in Related Field

University of California, Berkeley

Bachelor’s Degree in Related Field

Skills Skills

Strong project management skills
Superior analytical skills, with the ability to isolate factors/elements critical for informed decision-making
Expert written and visual communication skills including formal storyboarding and advanced presentation development (i.e. PowerPoint) capabilities
Financial acumen and data modeling skills including advanced Excel
Awareness of legal implication for market planning, workforce distribution and transaction execution
Strategic sourcing / vendor performance management skills
Possible for travel up to 25% of the time, including internationally

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Portfolio Strategy Business Manager Resume Examples & Samples

Maximize the value of the leased or owned asset
Keep current, the appraised market value of each asset
Drive value through a variety of real estate management metrics
Analyze acquisition of core properties and branches that we currently lease today
Establish systems and processes to track and manage existing and future property commitments
Minimum 7 years in the real estate business as a real estate capital markets executive, corporate real estate professional or real estate asset manager
A track record of success in asset management and capital transactions, and demonstrate sophisticated communication and organizational skills as as well as the ability to manage a team to deadlines
Strategic thinker with the ability to create disruptive negotiating strategies, and manage the portfolio of assets more like an investment rather than a disparate collection of corporate assets
Credible/trust relationships with the largest commercial real estate REITs, Institutional & Private landlords
High level of professionalism, including an overriding commitment to the team's success
Ability to effectively interact with Business and Corporate Leaders
Knowledge of vertically integrated tracking, management and reporting systems
Experience managing a multi site/multi regional asset portfolio

Head of Portfolio Strategy Resume Examples & Samples

40%-Develop and execute a regular portfolio prioritization process that incorporates internal and external domain expertise, competitive insights, as well as existing / requisite capabilities
20%-Work closely with Business Development to frame the strategic and long-term attractiveness of different business development opportunities as they relate to prioritized therapeutic areas
20%-Work closely with Research and Development to craft a long-term R&D strategy that incorporates competitive differentiation, resident domain expertise, and long-run sustainability
20%-Work closely with relevant functions to co-lead select internal initiatives related to our existing / potential portfolio, including M&A strategy, international portfolio expansion / rationalization, supply chain strategy, etc

Portfolio Strategy & Analytics Specialist Resume Examples & Samples

Roles at this level typically require a university / college degree: bachelor’s degree with 10+ years experience, Master's degree with 8+ years experience, PhD with 5+ years experience
Experience with advanced qualitative and quantitative analysis in consumer financial services preferred
Experience with real estate property valuation, AVM models or HPI forecasting is preferred
Intermediate to advanced knowledge of MS Excel, strong data skills and experience with SAS or other statistical programming packages to extract, organize, analyze and report large data sets
Ability to interact effectively with different levels and across diverse functions in the company
Ability to present work in a formal and logical format, bringing large groups of people to consensus
Excellent written and oral communication
Exceptional teamwork skills and ability to function effectively in a matrix organization structure

Portfolio Strategy Manager Resume Examples & Samples

Review and consolidate real estate strategies, space planning and financial forecasting for three regions; the Americas, EMEA and Asia into one consolidated global space and occupancy portfolio view
Prepare management presentation outlining a forecasted Global Real Estate occupancy plan along with alternative strategies under consideration
Provide financial monthly and quarterly reporting to CREM (Corporate Real Estate) senior management, Corporate Services, the business units and support & control groups
Ad hoc reporting and financial analysis and management presentations
Prepare alternative occupancy analysis for MS corporate offices in the America’s including stay in place, relocate, renovate and/or consolidate. Present strategy briefs to CS Management and MS business units
Prepare global business unit occupancy analysis; develop real estate and space opportunity analysis
Participate in the development of the firm's global occupancy budget and forecasting
Participate in both enterprise-wide and departmental initiatives
Monitor planning and financial modeling of real estate strategies in EMEA and Asia as well as the Americas
Assist EMEA and Asia regions in preparation of the Global Real Estate occupancy modeling and space plan
Liaise with Asia and EMEA space planners, real estate managers and finance in preparation of strategies and plans
The financial skills and knowledge to review financial reports prepared by others
Strong PC skills, particularly spreadsheet and presentation expertise
Ability to meet deadlines, prioritize work, and handle multiple tasks
Ability to work independently or in a team environment

IT Portfolio Strategy Manager Resume Examples & Samples

Grow and maintain strong customer relationships, be an advocate for business partner IT needs. Understand and address business concerns, recommend process and technology improvements and develop tactical and strategic opportunities
Develop and maintain high-level knowledge of the interdependent global work streams, associated strategies and initiatives. Analyze plans to ensure full integration, identify gaps and opportunities for future strategic initiatives
Lead cross-functional strategies that recognize emerging global business needs
Work with business and strategic IT partners to lead IT components of major business strategic initiatives
Collaborate with IT management to ensure the business' strategic direction and requirements are reflected within IT
Review portfolio performance, including financial, quality, customer satisfaction, intended business value, and portfolio risk and recommend or approve appropriate actions
Identify/lead benchmarking opportunities; recommend technology integrations and the innovative application of technology

Portfolio Strategy Manager Resume Examples & Samples

Proactively engage in the development of strategic approach to all UA real estate needs
Collaborate with Account Management and appropriate BU team members in developing segment real estate strategies that support the dynamic business needs of UA
Utilizing CAFM system (iOffice), develop and employ a scalable program for real estate allocations based on rentable area for each BU
Develop/Streamline reporting of data and metrics for owned and leased properties throughout the global portfolio
Prepare Quarterly Real Estate Updates for executive leadership, including real estate cost analysis and identification of KPI’s for the entire UA portfolio, to enable a more proactive and strategic planning and execution
Analyze key real estate opportunities to improve UA occupancy against agreed metrics (cost, headcount, # locations, etc.)
Manage 3rd party UA Lease Administration (outsourced), ensuring accuracy and data integrity
Consistently deliver superior customer service
Develop strong relationships with key stakeholders within Under Armour and the community
Partner with the Director and teammates to assess current and future business needs and implement adjustments to the service delivery model as necessary
Manage and direct development of financial modeling and decision support in collaboration with FP&A, Accounting, & Tax teams
Proven experience in Strategic Thinking, Effective Communication and Execution
Ability to excel in a fast-paced, dynamic environment
Proven Leadership capability with a track record of influencing mid level executives and senior management
Exceptional skills with problem solving, conflict resolution and project management
Leadership experience managing others; ability to coalesce cross-functional teams
Collaboration skills with multiple disciplines and work styles
Bachelor’s degree required in a core discipline such as Real Estate, Business or related profession
High computer proficiency in Microsoft office programs, emphasis on financial modeling, dashboard reporting, and deck-form presentations
Experience with both in sourced and outsourced environments
5-10 years of professional experience, with financial modeling experience related to commercial real estate

Director Portfolio Strategy & Management Resume Examples & Samples

Lead a team to manage the full P&T roadmap planning including coordinating, standardizing, and consolidating input based on business plans defined by the business units and key technology investments in support of Technology Strategy, Enterprise Operations, Corporate IT, Risk & Security, & P&T Strategic Initiatives
Assist in the translation of P&T roadmap to official plan of record and P&T budget, requiring tight coordination with the P&T Finance, Corporate IT, and Business Operations teams
Support corporate-level roadmap prioritization throughout the product planning effort and ongoing throughout the year
Lead company-wide process to drive to 3-5 year product roadmap planning including defining process expectations, establishing key processes to create, manage, and update roadmaps, and communicating roadmaps to internal audiences both in P&T and across the business units and enabling business units to deploy resulting roadmaps in their communications
Lead Product Portfolio Management standardization across the portfolio (process including PPM tool implementation, artifacts, analysis required)
Drive process to integrate new Portfolio Management solution to replace existing Primavera (MET20, MET21 reports), ATON, etc. to enable easier reporting, metrics, and analysis, etc
Provide financial and strategic analysis of roadmap and product plans
5+ years’ experience in product management functions
Minimum 10 years management in roles defining product investments, driving business cases and creating organizational change
Experience in software or technology industry with demonstrated quantitative and analytical rigor competency
Strong cross organization leader with exceptional verbal and written communication skills with thoughtful, persuasive personal style and comfortable giving presentations to all levels of a company
Experience as a change agent with comfort operating in environments with competing and/or conflicting objectives
Working knowledge of business operations and planning in software business context
Track record in establishing and driving adoption of standards, methods and processes in distributed organization
Proven experience successfully planning and executing large programs
Effective people management, risk management and change management competencies
Outstanding written / verbal communication and presentation skills and experience collaborating with executives and staff across a large organization
Ability to create effective relationships, influence and collaborate internally and externally at all organization levels

Group Director Portfolio Strategy Resume Examples & Samples

Build 3-year view of growth opportunities (revenue and profit) by geographies, channels, and/or consumer segments/cohorts, and categories reflective of socioeconomic and population shifts
Prioritize opportunities based on value opportunity and ability to win, aligning BU to optimal deployment of Portfolio against said opportunities
Define metrics for winning consistent with Category’s portfolio - defining incidence, transaction, revenue, gross margin and volume growth targets
Break down these views into 3-year Sources of Growth (SOG) category by category, cross referenced by product form/Route-to-Market (to reflect implications of mix shifts and with adoption of transaction packages) and reflective of cannibalization across the portfolio; translate to 3-year SOG by geography and channel to guide relative executional prioritization – used to align System investments
Develop 1-3 “Backup scenarios” that can be triggered if a major opportunity fails to materialize so that we do not miss our targets over 3-year period
Strategic Thinking and Decision Making: ability to obtain and distill information to identify key issues and relationships relevant to achieving a long range col, objective or vision; committing t o a course of action to accomplish the goal after developing alternates based on logical assumptions, facts, and resources
Thought Generation: Ability to generate new ways of thinking about consumers and our business (e.g. experiential marketing, trend forecasting, and innovation.)
Financial Analysis: Ability to perform financial analyses to assist in exploring strategic options, developing creative solutions to complex business issues, and/or supporting decision-making. This includes the ability to design and perform unique analyses and analyses that require the application of single or multiple financial and non-financial concepts and tools (e.g., NPV, IRR, Discounted Cash Flow, statistical analyses, contribution, economic analyses, loss projection, exposure analysis, risk assessment, implications to strategic position) and the ability to understand and explain data relationships
Forecasting: Ability to identify and understand patterns and interconnectivity of relevant data (i.e., customers, consumer trends, marketplace information, economic information, industry trends, future business trends, soft drink and other industry information) in order to predict business performance and market trends (e.g., a customer portfolio or a specific geographic territory)
Business Planning / Rolling Estimate Process: The ability to apply forecasting techniques and skills to develop and evaluate business goals and strategies, analyzing information to derive insights and implications to initiate planning and/or re-planning, and controlling actual results versus budget
Due Diligence: Knowledge of the areas involved in due diligence (e.g., Financial, Risk Management, HR, Marketing, Environmental) to incorporate into the due diligence process
Exposure Thresholds: Knowledge and understanding of the Company's risk parameters and/or exposure thresholds in order to resolve due diligence findings and negotiate reps and warranties, purchase/sale contracts, and/or lease agreements, and determine implications on operations

Senior Manager Portfolio Strategy Resume Examples & Samples

Ability to analyze business processes and to recommend and implement process improvements
Comfort level in facilitating and leading projects that are cross functional in scope
Strong understanding of financial metrics and P&L fundamentals
Ability to develop working relationships across functional areas of the organization
Proven Quantitative and Analytical skills
Orientation towards strategic thinking
Minimum 8 years progressive professional experience

CIO Global Portfolio Strategy Group Resume Examples & Samples

Evaluate and analyze firm’s liability risks
Extend existing framework for debt issuance optimization
Develop advanced data analytics to model liability behavior
Build and maintain relationships with subject matter experts on deposits in the LOBs
Develop tools and model prototypes in support of IRR strategy team
Strong academic background with a Ph.D. or an M.S. in engineering, mathematics, physics, economics or any other quantitative or technical background with a strong interest in finance
The candidate must be a self starter who is able to independently work in a fast paced, results driven environment
Willingness to dive into details and dig deep into data to find answers to challenging questions
Passion for technical implementation of prototypes
Strong communication skills (both verbal and written), ability to prepare high quality PowerPoint presentations and to communicate findings to a non-technical audience
Strong programming skills; MATLAB, python, SAS, Excel/VBA

Senior Director, Marketing Portfolio Strategy Resume Examples & Samples

Develop marketing strategies and go-to-market plans for Norton Security, tied to the business unit strategy, product roadmaps, local market opportunities, and partner/channel requirements
Oversee product marketing, including product positioning and messaging that differentiates Norton in the market, and developing communications around new features, products, and services to Norton prospects and subscribers
Drive marketing-related and affinity-based partnerships for customer acquisition and cross-marketing
Develop and manage operational resources (creative services, localization) that enable Norton marketing and go-to-market activities
Drive custom strategic projects that will improve the effectiveness and efficiency of marketing at Norton, by partnering with functional experts - including updated customer segmentation, portfolio architecture, marketing planning and strategic marketing partnerships
Successful track record navigating matrixed organization and building relationships across functions Highly analytical and adept at turning data and insights into global marketing strategy
Strong team leader with people development skills
Strong track record of identifying key questions and ability to connect the dots across multiple sources of data
Agile, curious and growth-oriented, always questioning the status quo
Experience in consumer-facing business is required
Experience in subscription business and/or consumer technology is highly preferred
10+ years of experience in product marketing. Some experience in management consulting is preferred
Experience in leading teams of 5+

Portfolio Strategy & Analytics Senior Manager Resume Examples & Samples

Lead strategic projects to evaluate business performance and answer key business questions that arise across from leaders across the organization, including Marketing, Sales, and Finance. Share key findings with leadership, driving internalization of conclusions and adoption of recommendations
Lead quarterly assessment of effectiveness of Frito-Lay business drivers (including Media, Innovation, Pricing, Space) as well as drivers of 10 key brands. Overall assessment will help shape investment decisions across the organization
Drive various other analytics initiatives including additional measurement assessments across the portfolio to further optimize investments. In addition, support broader business initiatives such as strategic business planning
Coordinate analytical tasks, in partnership with external vendors, including evaluating business problem, structuring analytical framework, and validating results
Serve as key liaison with category management and shopper analytics teams, ensuring internal alignment of assessments and streamlined distribution of results
Provide subject matter expertise to other divisions to advance Global Insights Initiatives
Lead day to day relationship with Marketing Mix vendor and engage with other external vendors as needed
BBA required, MBA preferred
Proven collaborative abilities, strategic thinking and leadership skills
Must demonstrate both analytical and creative thinking abilities
Exceptional communicator (verbally and written) - must be able to tell a story, synthesize and convey key messages and present in a visual and compelling way
Ability to influence within a highly-matrixed global environment
Excellent Project Management skills
Proven dexterity with complex data
Strategic agenda setting capability
4-6 years of relevant business analytics experience, ideally with some consulting experience
Prior CPG Marketing experience preferred

Portfolio Strategy & Demand Analytics Manager Resume Examples & Samples

5-6 years of relevant experience working with and synthesizing across varieties of data
MBA with some quantitative/analytics experience or Masters in an analytics-oriented discipline. Undergraduate degree with relevant (CPG, analytics) experience will also be considered
Related consulting experience and/or prior CPG experience (marketing, strategy, finance) preferred
Secondary research exposure (e.g. Nielsen, IRI data) and ability to triangulate across multiple sources
Ability to work either collaboratively or independently as needed
A great team player and effective communicator
Ability to tell a story, convey key messages, and present in a visual and compelling way

Corporate Real Estate Portfolio Strategy Manager Resume Examples & Samples

Understand and track business needs, drivers, expectations, constraints, timelines, etc. in partnership with CREWS Client Relationship Managers
Translate demand requirements into metro or site-level space supply scenarios
Ensure supply scenarios undergo a robust due diligence and qualitative / quantitative evaluation and are routinely mined for opportunities to optimize real estate cost drivers through improved space utilization, space standards, and alternative working arrangements
Lead business case development and presentation to summarize supply scenario options and guide decision making using financial and non-financial information and performance metrics
Monitor critical lease dates requiring action and proactively evaluate potential actions via the strategic planning process. Synthesize into an annual plan-of-record (POR) inclusive of recommendations on property investment,divestment, consolidation or improved efficiency
Monitor and track strategic planning and transaction activities to proactively manage risk and ensure proper traction,forward momentum, and timely completion of all initiatives
Coordinate the creation of relevant documents, including but not limited to: business case approvals, project initiationand engagement agreements, situational market analyses, requests for proposals (RFPs), letters of intent, and lease documents including exhibits
Manage the site evaluation and selection process for new sites, relocations or expansions in support of approved business cases in partnership with CREWS colleagues and Site / BU representatives
Ensure Transaction Managers, Legal, Tax, and Treasury negotiate purchase, sale or lease agreements in-line with scenario assumptions, HP lease standards, and critical business terms & conditions. Serve as an escalation path to this set of business partners
Ensure all work complies with corporate policies as they relate to identifying and mitigating potential conflicts ofinterest and adhering to any governmental or jurisdictional agency requirements or processes
Work closely with and coordinate with other CREWS functions, HR Workforce Planning and BU’s
Bachelor Degree or Diploma
10+ years of corporate real estate experience
7+ years in a strategic portfolio planning or commercial real estate transactions role of which 3+ years must have been in support of a global or international portfolio
Expert verbal communication and negotiation skills
Sound legal understanding and judgment
Superior analytical skills and the ability to summarize facts
Financial acumen and data modeling skills including advanced Excel
Expert written and visual communication skills including storyboarding and advanced PowerPoint
Strategic sourcing / vendor performance management skills
Advanced Master Degree or Diploma
Experience working in a large, global tech company
Education or background in organizational design, workforce planning, corporate strategy, finance, real estate, real estate law or design (architecture, interior design, workplace strategy)
Space planning or design skills
Availability for business travel up to 25% of the time, including internationally
Bilingual with business-proficient English and Spanish language skills, both written and conversational

Corporate Real Estate Portfolio Strategy Manager Resume Examples & Samples

Monitor critical lease dates requiring action and proactively evaluate potential actions via the strategic planning process. Synthesize into an annual plan-of-record (POR) inclusive of recommendations on property investment, divestment, consolidation or improved efficiency
Monitor and track strategic planning and transaction activities to proactively manage risk and ensure proper traction, forward momentum, and timely completion of all initiatives
Coordinate the creation of relevant documents, including but not limited to: business case approvals, project initiation and engagement agreements, situational market analyses, requests for proposals (RFPs), letters of intent, and lease documents including exhibits
Ensure all work complies with corporate policies as they relate to identifying and mitigating potential conflicts of interest and adhering to any governmental or jurisdictional agency requirements or processes
Partner with external service delivery partners to drive outstanding performance, responsiveness, professionalism and value-add

Intern for SAP Portfolio Strategy & Governance Resume Examples & Samples

Support creating marketing and communication collaterals for SAP Portfolio Strategy and Governance
Support execution of Marketing and Communication Concept
Designing and building the internal portal pages and community pages, writing blog posts and newsletters
Scripting message videos
Student (f/m) - preferred field(s) of study: Business Administration, Computer Science, Marketing
Computer skills: Very good knowledge of MS Office Excel and PowerPoint, HTML5 and Javascript knowledge is a plus, Social Media skills like SAP Jam, Twitter, etc
Language skills: Fluent in German and English
Soft skills: Ability to communicate comfortably and effectively within an international environment; good problem-solving, communication, and analytical skills; ability to take own initiative; results-oriented
Others: Broad understanding of SAP and its product portfolio; good understanding of “quality” and quality improvement methods

Portfolio Strategy & Sales Enablement Lead Resume Examples & Samples

Align Portfolio & Product development with market needs
Help ensure that market/business development insights are shared effectively across the company and closely integrated with product development roadmaps
Collaborate with the engineering and development teams to create and successfully launch new product offerings
Drive product roadmaps through research and analysis on market trends, customer behaviors, and competitive monitoring and analysis
Create business cases for product initiatives, with a focus on market and opportunity sizing
Interface with sales teams, partners and customers to get a holistic understanding of needs and opportunities
Work with sales teams and partners to identify future creative growth opportunities
Develop a deep understanding of MSIs business operations, including internal processes, functional group strategies, and competitive context
Build strong peer-level relationships across the business and engineering organizations

Senior Associate, Portfolio Strategy Resume Examples & Samples

Analyze corporate clients’ real estate portfolios and develop strategies and plans to achieve long-term operational and financial goals
Perform complex corporate real estate financial analysis, develop sophisticated tools and creative approaches that will allow our client’s to optimize their real estate portfolios
Support Strategic Consulting knowledge management by assisting in the development of project process, tools, and client deliverables that will be included in best practices
Pursue new business opportunities and identify areas for growth in conjunction with the Strategic Consulting leadership team and personnel
Actively participate in industry forums, conferences, and membership in key civic organizations
Assist in efforts to leverage insights, collaboration and delivery to ensure that we are the industry leader in product innovation
Lead and support in the management and development of the Strategic Consulting team with the overall goal of improving performance
8+ years of commercial real estate related experience, with an emphasis on consulting/advisory work
Strong background and proven experience with portfolio strategy / planning and financial analysis
Sound understanding of how real estate supports the achievement of enterprise level goals and objectives
Excellent interpersonal, communication and analytical skills
Project execution experience, leadership, staff and client management skills are required
Proficiency in finance and accounting concepts, as well as financial modeling are essential for success in this position
Intellectually curious and creative
Ability to analyze qualitative and quantitative information

Head of Product Portfolio & Strategy Resume Examples & Samples

Understand market and business needs in order to define the proposition, target markets, sales channels, key product features, messaging and price points
Develop, coordinate and communicate comprehensive product roadmaps
Deliver strong business cases, providing rationale and numbers to support the findings
Take responsibility for introducing new products and versions to market
Own and provide pricing information and support Sales, Bid teams and key partners with pricing and ROI tools
Conduct pricing reviews and margin analysis, to ensure the product portfolio is profitable and competitive
Analyse the market and competition with a view to ensuring market leadership
Cultivate customer and partner relationships and understand their requirements and plans in order to ensure product alignment and uncover innovations
Work with marketing and sales team to produce product materials, strategies and tools to support selling efforts and bids
Work with the marketing and sales teams to establish effective marketing campaigns to promote product lines, develop pipeline and generate opportunities
Provide input into yearly marketing and development plan / budget and calendar
You will have extensive product marketing or management experience in a technology lead environment. The role will suit a highly-motivated team player with a positive and proactive approach. You will also need
Excellent planning and organisation skills with great attention to detail
Excellent communication and written skills, able to engage people at all levels both internally and externally
Ability to work under pressure and to tight deadlines
Demonstrable product management or sales/commercial experience in a software/technology environment
Business/financial and product analysis skills
Ability to understand and articulate technical information to a range of audiences
The personal presence to act as the evangelist of the product both internally and externally
Demonstrable understanding of key market drivers (cost, quality, functionality, heritage, etc.)
Management skills with a team of c.35

Portfolio Strategy & Acitvation Associate Resume Examples & Samples

Be a key contributor in the development and execution of customized Shopper-based Activation Plans for key customers in line with Big Bets that grow the business and drive shopper conversion to the yogurt category and our brands
Together with the PSA Senior Manager, work with the Brand Marketing Teams and the shopper activation agencies to develop these shopper activation brands
Be accountable for the results follow up of the Shopper Activation plans & share out key learnings/findings from each activation
Assist the PSA Manager on the day-to-day management of the Shopper Activation budget and be accountable for getting the best return and sales fundamentals (Feature, Display and Distribution) from our customers from it
Be the Shoppers' segmentation, profiles and drivers' expert for her/his key Customers
Be the expert on the shopper's path-to-purchase activation tools with focus on In-store of her/his key customers
Be the Corporate Strategy and plans expert towards the Customer Teams and and key customer expert towards corporate in close collaboration with the Portfolio Strategy and planning team
Assist the PSA Manager on the delivery of customized Commercial Strategy and Innovation selling stories for Key Customers based on the national Commercial Strategy coming from the Portfolio Strategy and planning team
Accountable for the development and execution of the most effective Shopper activation plans at her/his division and for the effective management of her/his shopper activation budget
Accountable for reaching the sales targets and sales Fundamentals (in-store execution) objectives of his/her division
Accountable for the success of the new innovation at his/her customer
Accountable for the translation of corporate strategies into winning sales stories/plans in her/his division's customers
Strong, proven: Leadership skills, Entrepreneurial and solution-focused mindset, Problem solving skills, Ability to learn fast, Ability to adapt
Analytical skills - ability to look into a set of data and draw the right conclusions and actionable recommendations
2+ years of CPG experience
Experience in Customer-facing sales and/or trade marketing, ideally with Shopper Marketing/Brand marketing experience
Agency experience in brand activation/campaign creation
U.S. Retail environment knowledge
Superior communication skills (written and verbal)
Familiarity with IRI/Nielsen databases a plus

Portfolio Strategy & Acitvation Analyst Resume Examples & Samples

Systems/Budget Management
1-3 years of analytical and/or sales experience
Possess a proactive & solution based mindset
Strong attention to accuracy and detail
Ability to work calmly under pressure
Effective multi-tasking skills
Excellent customer service and verbal communication skills
Develop and maintain strong working relationships (both internal and external)
Ability to organize information in an effective, easy to communicate manner

VP, Portfolio Strategy Resume Examples & Samples

Direct asset management of PennyMac’s non-performing whole loan and single family rental portfolios
Identify key drivers impacting portfolio performance and develop and implement loss mitigation strategies aimed at resolving early & late-stage delinquency within the loan portfolio
Oversee and provide direction for efforts to engage borrowers in loss mitigation including via direct mail, e-mail, and outreach events. Identify portfolio segments and develop creative solicitation programs
Identify markets to grow the single family rental program. Report on single family rental program profitability and operational efficiency
Create and enhance existing models for mortgage loan performance and valuation
Support trading operations through valuation analysis
Manage a staff of 2-4 financial analysts to support Operations groups regarding program implementation, operational effectiveness, and ad-hoc reporting
Bachelor’s degree in related field (Finance, Economics, Accounting, Statistics). MBA highly preferred
8-10 years progressive experience in the financial industry. Mortgage or fixed income highly preferred
Expert in MS Excel and in manipulating large data sets. Experience with MS VB, SQL , or R programming is a plus
Must possess the ability to work collaboratively with various departments and manage multiple priorities/stakeholders. Self-starter with ability to take concepts and implement in an operational environment
Proven track record at delivering timely and accurate information in a fast paced environment
Excellent critical thinking, attention to detail, mathematical and sound judgment skills

Analyst, Portfolio Strategy Resume Examples & Samples

Bachelor’s degree in Accounting, Economics, Finance, Math or similar
Experience with MS Office Suite. VBA or SQL experience is a plus
1-2 years analyst experience in the financial industry. Mortgage or fixed income highly preferred

VP, Portfolio Strategy Resume Examples & Samples

Maximize return on equity on the delinquent government loan buy-out to re-performing loan re-packaging process. This includes optimizing balance sheet holding time and maximizing the usage of warehouse facilities
Manage the re-purchase and re-packaging of financed loans with repo partners
Manage the financing of EBO loans, including adherence to existing reps
Manage and optimize the end-to-end GNMA re-packaging operation process of re-performing EBO loans. This includes close collaboration with internal operations, Capital Markets, external custodians and trading partners
Oversee daily pipeline of EBO locks and ensure appropriate hedges are in place
Create and manage periodic and daily reporting on EBO production and profits
8-10 years progressive experience in the financial industry. Mortgage, fixed income, or experience with loan trading or capital markets operations highly preferred
Must possess the ability to work collaboratively with various departments and manage multiple priorities/stakeholders

Portfolio Strategy Manager Resume Examples & Samples

Strong Analytical, Problem Solving Skills and Reporting background
Extensive relationship management skills
Ability to meet deadlines & prioritise to cope with competing priorities
Strong SAS Programing and Advanced Excel

Executive Assistant VP of Marketing Operations & Portfolio Strategy Resume Examples & Samples

Provide support, manage and maintain team schedules
Prioritize and manage multiple projects and follow through on issues in a timely manner
Provide itineraries, agendas and appropriate documents as they relate to scheduled projects or presentations
Coordinate and manage calendars, arrange meeting set-ups, and secure equipment as needed
Review and summarize reports, dashboards, and other forms of documents
Prepare and edit correspondence, communications, presentations and other documents as needed
File and retrieve documents and reference materials
Assist with copyrighting, and proofreading media content
Maintains relationships with vendors, agencies, and platform owners
Conduct research, assemble and analyze data to prepare reports and documents; and
At least 3 years of experience as an Administrative or Executive Assistant within advertising or marketing
Experience working in a professional office environment
Proficient in Microsoft Office Suite of Applications and use of Outlook e-mail

Senior Associate, Portfolio Strategy Resume Examples & Samples

Perform complex corporate real estate financial analysis
Develop sophisticated tools and creative approaches that will enable our client’s to optimize their real estate portfolios
Proactively manage execution of client engagements to ensure satisfaction, excellence, consistency and profitability
Support JLL Consulting’s knowledge management by assisting in the development of project processes, tools, and client deliverables that drive industry best practices
Pursue new business opportunities and identify areas for growth in conjunction with the JLL Consulting leadership team and personnel
Actively participate in industry associations, forums, and conferences
Leverage insights and collaboration to drive industry leading thought leadership and product innovation
Lead and support internal management initatives to improve the Consulting team’s productivity and performance
Strong ability to analyze qualitative and quantitative information
Strong proficiency in real estate finance and accounting concepts (Cash & GAAP) are essential to success in this position
Experience building and analyzing real estate financial models
Proven experience with portfolio strategy / planning and financial analysis
Intellectually curious and a creative problem solver
Experience with Six Sigma and Tableau preferred

Intern, Owner & Portfolio Strategy Resume Examples & Samples

Creation and enhancement of ownership database and ownership profiles utilizing franchisee data and segmentation to appropriately understand our unique properties and owners
Update Inventory property characteristics
Help develop owner engagement and communication strategies
Assist with Property Improvement Plan execution flow
Create reports using Excel and Tableau

Consumer Lending Portfolio Strategy Analyst Resume Examples & Samples

Active on-going role to monitor portfolio/product performance. Analyze and present Consumer Lending portfolio data and product performance data - highlighting trends, emerging risks and opportunities. Identify and present findings to key LOB stakeholders
Develop prototype reports to track and analyze key line/loan portfolio and sales metrics including balance and commitment trends, life cycle utilization, production, attrition, and performance. Assist with transition of on-going reports to the BIO
Lead select in depth analytical initiatives in partnership with the Credit Risk Analytics team, establishing scope of request, timeline for completion, and deliverables
Formulate and present strategic solutions to issues that promote profitable portfolio growth; leading to an active role in project development and execution
Business as usual role will track, monitor, and evaluate efficacy of current line management strategies including both risk management (line management), and portfolio growth strategies
Active role in development of the Portfolio Analyst position
5+ years’ experience in consumer lending; product management, risk management, or analytics
Strong communication and time management skills
Ability to identify, research, and resolve problems independently
Demonstrated experience in working database tools, data querying, and/or data manipulation

Senior Manager, Portfolio Strategy Resume Examples & Samples

Identify customer and competitive best practices, uncover market Intelligence, analyze data and outline category/channel/shopper/pricing trends and Insights. Identify core themes and translate ideas into an actionable roadmap
Dissect, analyze and refine elements of the marketing mix (pricing, distribution, product, promotion/trade activity, and portfolio) to create recommendations on path to market for increasing single serve consumption of NWNA’s portfolio
Map, automate and implement transformational processes/ways of working throughout the company utilizing digital technology and new solutions
Accelerate strategic initiatives by challenging assumptions, applying best-in-class innovation solutions and bridging technical, commercial and expert functions
Support team by performing pre and post evaluation of initiatives, track KPIs and highlight areas for refinement. Identify future growth opportunities
Develop fact-based sell-in stories for customers and internal teams which provide relevant category, channel, product, and customer information
Manage and forecast budget
Bachelor’s degree with 5+ years of working experience in Sales/Marketing Finance, and/or Business Consulting
Capability to interpreting market research data, analyzing and determining insights from competitors’ actions and benchmarking best practices
Good knowledge of interrelationship of key functions (Sales/Distribution/Customer Planning, Marketing, Finance, Supply Chain, Technical and IS/IT)
Sense of urgency: Takes initiative, action-oriented and makes decisions quickly to achieve goals
Creative thinker: Strong ability to generate new ideas, an entrepreneur at heart and a strong creative problem solver. Not afraid to take risks and challenges current assumptions
Positive Influencer: Ability to work collaboratively, exhibits strong interpersonal/communication skills and can influence others to engage them to achieve results
Adaptable: Ability to multi-task, be flexible/open, and adapt to multiple assignments
Smart: Leads with confidence, is motivated and a fast learner

Senior Manager, Product Portfolio & Strategy Resume Examples & Samples

Build strong cross-functional engagement across multiple business units in Product Marketing, Finance, Operations, Product Development and Program Management
Consolidate technology and product roadmaps, highlight investment gaps, and provide insights on strategic investment allocation across the broader portfolio
Build dashboards for effective executive level communication across businesses and functions
Integrate tools to effectively analyze data, and assist in executive decisions to drive short term and long term goals of the enterprise
Identify Product Portfolio Management benchmarks and best practices within current and adjacent industries
Engage with Advanced Technology functions on development roadmap and investment needs for growth programs
Attend Key phase exit reviews, highlight and summarize product development gaps and investment needs. Review individual Program Readiness Assessments and provide insights
Assist in expanding portfolio management beyond Wafer Fab equipment to Applied Global Services, and other key product divisions including Display
Be an extended resource to Product Management teams at the business units in market and application segmentation, sizing and resource allocation
Bachelor’s Degree with minimum 7 years of industry experience. MS or MBA preferred
Experience in Product Marketing, Product Management, Business Development or Corporate Strategy function, preferably in Semiconductor industry, or equivalent Management Consulting experience
Ability to synthesize data from multiple sources into key insights and recommend actions
Knowledge of semiconductor product and technology roadmap
Experience building executive level presentations
Ability to innovate and solve unique and complex problems with broad impact on the business
Critical thinking and ability to influence and communicate effectively with multiple internal stakeholders (technologists, engineering, Ops, finance, marketing, strategy)
Ability to anticipate business and regulatory issues; recommend product, process or service improvements
Excellent time management and project management skills

Senior Associate, Portfolio Strategy Resume Examples & Samples

Providing input to investment assumptions that underlie successful product pricing
Maintaining communication and coordination with the Retirement Portfolio Management team
Participation in Global Portfolio Management (GPM)-directed projects
A minimum of 4 - 6 years of relevant asset/liability management, portfolio management or business specific experience
Strong working knowledge of various asset classes, yield curves, and derivatives
Working understanding of insurance products offered in Retirement
Ability to identify risks associated with insurance products and to recommend asset strategies to mitigate those risks
Highly effective communicator, coordinator and thought-partner; comfortable and effective partnering with senior level executive team
Open-minded, innovative, and strategic thinker
Ability to work with stochastic models and other quantitative tools

AVP of Portfolio Strategy Resume Examples & Samples

Create the testing methodology and the execution platform for maximizing collections from all channels. Suggest strategy, conduct tests, analyze and interpret results, and present fact-based recommendations for collections performance improvement to management
Create the set of testing options that can improve performance, define the approach to prioritize the options based on cost/benefit analysis, and produce and execute upon the resulting testing schedule
Clearly document and measure Collection Operations/Segmentation and Recovery strategy performance, incorporate Champion/Challenger structure where necessary
Build an information capture and reporting system which contains a historical summary of tests performed, test results, expected value of champion application, actual champion value achieved, and other applicable information
Develop strong working relationships with the operational leaders of each collection channel to ensure that the potential of champion test results are fully realized
Assist in preparation and execution of annual budget
Responsible for ensuring compliance with applicable laws, regulations and company policies across areas of organizational responsibility
Bachelor’s degree, with background in accounting, finance, engineering, business or quantitative methods desired
Five years of related and pertinent work experience
Experience with structuring, executing, and interpreting the results of tests in either a collection/recovery environment or a financial services marketing/origination environment is required
Must be skilled in use of analytical tools including Excel and SQL
Experience with Adaptive Control Systems required
Must be able to handle multiple projects/tasks simultaneously while meeting deadlines
Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, procedure manuals, and process documents

GSC Portfolio Strategy & Management Resume Examples & Samples

To define and own the end to end Professional Services Portfolio
To define the portfolio strategy & portfolio value proposition
To own the portfolio roadmap & drive industrialization of the portfolio
To execute portfolio adherence decisions
To be the marketing interface for delivery services
To own governance of delivery services creation process
To be the prime interface with Sales and Marketing on E2E portfolio, portfolio strategy and portfolio marketing
To be the lead for portfolio interlock with other Business Groups
To drive communication of industrialized delivery model in relation to portfolio to GBC and wider community
To drive ramp up of Tendering teams in line with portfolio strategy
Experience in services portfolio, Product Management or similar
Broad knowledge of system integration professional services
10+ years

Corporate Real Estate Portfolio Strategy Manager Resume Examples & Samples

Leading Regional strategic planning activities, including but not limited to capacity planning and optimization efforts, transaction specification development, project definition (charters, scopes-of-work) and workforce and workforce impact assessments
Collaborating with Customer Relationship Managers to translate Business Unit needs, drivers, and demands into metro or site-level space supply scenarios
Managing critical lease dates and leasing activities to ensure adequate capacity and capability is maintained
Leading business case development and presentation to summarize supply scenario options and guide decision making using financial and non-financial information and performance metrics
Managing Service Provider performance through use of SLAs and KPIs
Overseeing purchase, sale or lease agreement negotiations conducted by Transaction Managers, Legal, Tax, and Treasury
Ensuring compliance with corporate policies in work activities, such as identifying and mitigating potential conflicts of interest and adhering to any governmental or jurisdictional agency requirements or processes
Education and Experience Requirements: Bachelor Degree; Master’s degree preferred
10+ years of corporate real estate experience: 7+ years in a strategic portfolio planning, of which 3+ years must have been in support of a global or international portfolio
Experience with scenario modelling in mobile and alternative work-based environments
Experience working with/in multiple markets or regions, preferably with exposure to International markets
Expert verbal communication and negotiation skills; Bilingual with business-proficient English and Spanish language skills, both written and conversational, preferred
Expert written and visual communication skills including formal storyboarding and advanced presentation development (i.e. PowerPoint) capabilities
Superior analytical skills, with the ability to isolate factors/elements critical for informed decision-making
Awareness of legal implication for market planning, workforce distribution and transaction execution
Possible for travel up to 25% of the time, including internationally

Director of Product Portfolio Strategy & Insights Resume Examples & Samples

Help craft and communicate the multi-year SBS product portfolio vision, product strategy and execution plan
Craft the multi-year product roadmap in partnership with the senior product leadership team across the portfolio
Determine current and future client needs including incorporating insight from clients, service and sales, user research, feature usage and win/loss data
Act as champion of our product portfolio vision and strategy coordinate with product and business stakeholders
2-5 years of experience in a strategy consulting role
Ability to communicate effectively with senior leadership and engineering teams to deliver business priorities
Proven communication skills to stakeholders on the best course of action
Excellent oral and written communication and presentation skills required (including PowerPoint)
Adept at quantitative analysis to drive insights and actions (Advanced Excel)
Ability to conceptualize and communicate ideas internally and externally
Bachelor's degree in a quantitative discipline
Strategy experience in the technology industry
Knowledge of quantitative analysis tools (R, SAS, other statistical packages)
Ability to execute roadmap items with scrum teams, delivering/realizing value outlined in the product roadmap

Head of Portfolio, Strategy & Transformation Resume Examples & Samples

Provide leadership for the Portfolio, Strategy and Transformation team
Be the subject matter expert for opportunity origination within Lubricants and take accountability for creating a small team of business development experts
Identify and advocate new portfolio opportunities, deliver portfolio insights including evaluation of new opportunities
Lead more complex portfolio projects
Lead preparation of portfolio material for Segment and Lubricants Executive meetings
Provide insights into Lubricants market trends and competitor activities and company positioning
Lead central effort for implementation of strategy in partnership with regional/functional teams
Establish and implement framework and tools to monitor strategy implementation and propose interventions as needed, including CI projects
Lead integration of Competitor intelligence working with Group CI, and Lubricants Functions and Regions to understand competitive positioning, identifying and articulating long term trends
Provide input to and challenge functions and countries to ensure quality of functional strategies and country strategic implementation plans
Lead and work with Business strategy network to develop and implement common tools for portfolio and project management and lead Business project portfolio prioritisation, road mapping and resource planning
Work with Downstream and Group as required on specific aspects of strategy and transformation – e.g. cross business projects, investor relations. Lead ad hoc work on inorganic and inorganic business options. Advise COO/CFO on business cases/FMs as submitted to ensure rigour and consistency with strategy
Strong commercial capability and acumen
Material experience in Business Development, Commercial and/or planning is necessary. M&A experience is a plus
Significant understanding of financial & valuation concepts. Understanding of corporate reporting beneficial
Partnering and working collaboratively with multi senior stakeholders; in Lubricants, Downstream and Group
Wise Decisions - An ability to work with uncertainty and incomplete data to draw conclusions and make recommendations and business decisions
International experience in B2B/B2C sales and marketing businesses desirable
Ability to influence at level (Segment, Lubricants LT and XLT)
This is a senior leadership role. The incumbent must be a well-rounded leader with a track record of building team capability against all dimensions of the Leadership expectations
Strong impact, interpersonal and communication skills with proven capability and potential to make a significant contribution to the business
Strong strategic thinking and planning
Programme management and implementation management
MBA is desirable
Absolute fluency in “business English” is mandatory
Looks for opportunities to simplify and standardise ways of working and processes

Senior Manager GSI Portfolio Strategy Resume Examples & Samples

Manage the market and financial evaluation of new initiatives through to investment decisions
Identify and drive opportunities for existing portfolio rationalization and margin improvement
Help build financial analysis and business justification for changes
Help build commitment to change within GSI and across stakeholders in FireEye
BS in Computer Science or related technical degree

Portfolio Strategy Resume Examples & Samples

Focus on overall A&A portfolio strategy including direction, vision, expansion (build/buy/partner), and solutions
Facilitate and orchestrate collaboration across all A&A Business Group for input into the portfolio strategy (incl CTO, Product Unit key leaders)
Maintain a single cohesive portfolio strategy for A&A, and evangelize A&A’s Technology & Portfolio Strategy/Vision
Drive a Portfolio Strategy Council to align the A&A Executive staff on overall Portfolio strategy & assesment. This includes taking new investment/divestment ideas before the A&A executive staff and supporting business case development when appropriate
Manage the process for M&A activity. This includes and acting as the primary interface to Corporate Business Development, quick evaluations of Inbounds from bankers, maintaining a target list, and hosting regular status meetings
Act as central point to align partnerships for white space and technology for A&A. This includes facilitating the execution of NDA’s with the support of Legal, and facilitating Partnership/Exploration meetings when needed
Act as primary interface to A&A Corporate Strategy. Collaborate with A&A Corporate Strategy on initiatives, and to get research and corporate alignment on strategic direction and new expansion opportunities
Work closely with Corporate and the A&A Product Unit teams to brainstorm, identify, and prioritize early stage Innovation ideas
In summary, the candidate will be responsible for collaborating with key stakeholders to set a strategic course for A&A
Experience in developing and driving strategic initiatives, and/or Product Line Management (PLM)
Critical thinker who can synthesize vast amounts of info/data into simple frameworks and actionable recommendations
Knowledge of Enterprise SW, SaaS Transformation and Telecom OSS/BSS Markets and segments
Ability to translate customer needs and pain points into actionable recommendations
Strong technology background
Ability to be open minded, transparent, and value the opinions and contributions of others
5+ Yrs experience in a Strategy or PLM role