Senior Portfolio Manager Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the senior portfolio manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

C Ondricka

Candice

Ondricka

9238 Pagac Rapids

San Francisco

+1 (555) 263 3250

9238 Pagac Rapids

San Francisco

Phone

p +1 (555) 263 3250

Experience Experience

Dallas, TX

Senior Portfolio Manager

Dallas, TX

Davis and Sons

Dallas, TX

Senior Portfolio Manager

Develop best practices and tools to monitor and manage projects, and provide regular summaries to Management. Work as project leader on select opportunities
Inspire a team of portfolio managers through excellent career development and performance management practices
Driving performance management, cost management and sales metrics management across ISB Globally
Establishes objectives and develops processes and procedures for new Portfolio Managers and subordinates to ensure efficient and timely work flow
Work in conjunction with leasing agents by providing information and bidding as requested within the scope of property management duties
Develop financial models to provide critical signals in bonds and currencies in developing markets
Assisting senior management with continuous portfolio management (status, projections, resource planning, new request monitoring)

Boston, MA

Senior Portfolio Manager PQI

Boston, MA

Frami Inc

Boston, MA

Senior Portfolio Manager PQI

Manage campaign plans to launch new products, working cross-functionally primarily with training, marketing, sales
Manage individual and team performance
Work cross-functionally with internal stakeholders to inform product develop decisions and initiatives related to the portfolio
Lead and co-ordinate sales training/ briefings and tools to support the sales team through the launch of new product campaigns. Work closely with customers on an on-going basis to define customer value and interpret that into propositions
Creation and/ or commissioning of product surround, for example published resources, training, with a strong focus on creative digital solutions. Supporting the team to deliver effective product surround solutions and network with other parts of the business to deliver on this
Be responsible for the development and management of the overall portfolio/ sector strategy and direction
Manage the sector strategy across the PQI brands

present

Dallas, TX

Emerging Markets Debt Senior Portfolio Manager

Dallas, TX

Huels, Olson and Pfeffer

present

Dallas, TX

Emerging Markets Debt Senior Portfolio Manager

present

Head Emerging Market (EM) corporate portfolio management functions and provides leadership to dedicated credit analysts. The EM corporate universe is composed of roughly 400 distinct issuers with a very diverse risk profile
Coordinate oversee the efforts of the credit analysts to prioritize bottoms up coverage of the most relevant names and to make recommendations to the rest of the investment team on credits that may have wider application across portfolios beyond corporate focused portfolios
Ensure compliance with all relevant internal and external rules, regulations, and procedures that apply to the company’s anti-fraud standards and operating procedures
Ensure adherence to Internal Control policies, up to and including Clear Desk policy and certification of all mandatory courses
As a senior member of the investment team, contribute to formulating overall investment strategy for the business
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Participate in pitching for new business with prospects and their investment committees

Education Education

Bachelor’s Degree in Comfort With Tiaa Systems

Georgia Southern University

Bachelor’s Degree in Comfort With Tiaa Systems

Skills Skills

A demonstrated ability to take investment risk in a calculated, controlled and profitable manner, with particular focus on information ratio
Strong initiative and accountability; able to work independently
Excellent organizational skills; strong attention to detail and risk
Strong attention to details
Excellent written & verbal communication skills, with emphasis on being able to simplify technical information into concise, digestible analysis
Demonstrates strong proficiency in Word, Excel, PowerPoint
Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
Demonstrates strong knowledge of bank products, services, and bank operations
Good knowledge and comprehension of loan and collateral documentation
Ability to interact directly with clients on a professional, consultative basis

Create a Resume in Minutes

15 Senior Portfolio Manager resume templates

Read our complete resume writing guides

Senior Portfolio Manager Resume Examples & Samples

Handles all portfolio management decisions and determining proper asset allocation based on the client's risk tolerance
Implements of the strategy designed by the Financial Advisor
Collaboration with the Financial Advisor to address the various needs of the client
Adopts specific sales goal responsibilities including the referral of new clients as well as the expansion of existing relationships
Involvement in the strategy development phase for all high net worth clients, working closely with team members as well as the prospective client's advisors, including attorneys, CPA's, insurance professionals and others as needed
Co-management of these new relationships in a supportive or lead role, as needed to service the client properly, and will continue to work with clients in a team format should they have additional needs going forward
Participation in and/or leadership roles on local boards of non-profits and local charities will be required, specifically with involvement with endowment or investment sub-committee participation where available
Participation in a significant number of cultural and social functions as required
Coaches and mentors new Portfolio Managers and subordinates, identifies training needs and creates development plans
Establishes objectives and develops processes and procedures for new Portfolio Managers and subordinates to ensure efficient and timely work flow
Concepts, practices and procedures of investment management in a financial services environment
Investment concepts, practices and procedures used in the industry
Principles of estate planning, trusts and securities industry operations
Software necessary for portfolio analysis including Excel, Word, PowerPoint, Bloomberg or like software as well as other analytics used in the industry
Gathering and compiling information and data
Portfolio analysis
Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment
Provide a high level of service
Establish and maintain effective working relationships at all organizational levels
Participate in professional organizations and activities
Maintain currency in industry services and products
Bachelor's Degree (B.A.) in related field from a four year college or university with a minimum of five years experience in stock and individual bond portfolio management including investment research analysis over and above the employer's corporate recommendations and/or managers experience in the high net worth arena, with client development, retention and expansion responsibilities

Portfolio Manager / Senior Portfolio Manager Resume Examples & Samples

Excellent communication, interpersonal and presentation skills
Ability to work under pressure and tight project deadlines
Knowledge of a foreign language considered a plus
University undergraduate degree or equivalent qualification / equivalent experience – required
University Masters / postgraduate degree or equivalent qualification / equivalent experience - preferable but not required. If so, ideally Finance/Investment/Business related
Work towards CFA encouraged, IMC will be encouraged
Second European Language – ideally French or German but others will be considered

Senior Portfolio Manager Resume Examples & Samples

Bachelors Degree Preferred; Majors in Accounting, Finance, Economics or Mathematics
MBA, CFP, CPA, or CFA required
6 or more years in investment management, accounting, or financial planning fields
Advanced knowledge of investment strategies and client servicing needs
Ability to present complex data and information to clients
Effective communication skills both written and oral

Senior Portfolio Manager Resume Examples & Samples

Enhance and design reporting including but not limited to performance, analytics, audit and risk assessments
Liaise with EPMO and other project governing bodies to understand changes coming our way. Responsible for change control and communication planning with respect to changes in project delivery methodology and processes
This position involves a high level of interaction with a diverse range of stakeholders and will require an individual who is comfortable working with both Business and Technology delivery teams
Build a team to support DCTS' needs for SharePoint, Performance and Analytics, Portfolio Planning, Process Methodology, Audit/Risk Mgmt, and Communications
Develop and enhance reporting to complement SDLC and PMLC processes to gauge performance and process compliance
Assist in tailoring SDLC processes to the Agile methodology
Establish audit checks to ensure adherence to enterprise project gating and governance controls to ensure that at all project phases meet TD audit and compliance standards
Accountable for ensuring the PMOs compliance to the TDBG Project Management methodology, processes and deliverables
Contribute to the success of the team and its vision by encouraging open communication, innovation, teamwork and a high degree of professionalism
Provide advice and guidance to business partners, as required, regarding best practices in Project Management
Ability to remain flexible with shifting priorities and function under deadlines with minimal supervision
Improve departmental cost effectiveness through expense management and control
The role will have people management responsibilities for several full time and contract team members
Coach, lead and mentor team members and provide regular performance feedback to employees and their people managers
Travel to support project-related activities may be required

VP-senior Portfolio Manager Resume Examples & Samples

Inputs into a collaborative team environment which supports and encourages the professionalization and development of our teams
Maintains a strong focus on improvement on how we manage our portfolio and actively seeks improvement and opportunities for training/learning
Promotes the Group’s Values and strategy by creating a positive work environment and promoting teamwork to drive engagement
Excellent understanding of program or portfolio management within a change the bank function
Excellent understanding of reporting including forecasting, business cases, governance (including Steering Committee Packs) and best practice methodology
A thorough understanding of the purpose, culture and fundamentals of how change drives benefits for HSBC, its customers and other stakeholders
Extensive project management / project management office skills and experience of collating information across large and complex projects
Multiple strong examples working to improve delivery on time that achieve business case stated outcomes
In depth experience of working in a banking environment and change area either functional or technical
Good stakeholder / internal customer management experience, especially impactful communication, influencing and running governance, change management and benefits realization
Planning and Program Management
Customer Empathy
Business Analysis and Design
Business Case and Benefits Realization
Financial and Budget Management
Resource and Team Management
Delivery at Pace
Problem solving and Critical Thinking
Prince2 / PMP / Six Sigma Yellow/Green/Black- Optional

Senior Portfolio Manager, Multi Resume Examples & Samples

Manage discretionary portfolios for financial advisors and their clients through intra-asset class and multi-asset class allocations
Assess, control, and monitor investment risk across specific portfolios
Provide investment/portfolio construction expertise and knowledge to broader team in order to manage portfolios for total return through risk adjusted process
10+ years of meaningful investment experience in investment management and/or portfolio management experience managing sizable portfolios for total return. Experience may encompass many of the following: asset management firm, Fund of Funds, Registered Investment Advisor, Investment Consulting firm, or wealth management areas in a leading institution
Direct experience in managing investment portfolios, using a quantitative and qualitative investment process. Extensive knowledge of portfolio construction and investment risk management approaches
Experience with optimizers and risk models
Strong research, quantitative and analytical skills.Ability to improve portfolio management with a strong process orientation
Ability to assess investment opportunities through rigorous quantitative and qualitative process
Knowledge of financial markets, portfolio management concepts, investment strategies and economics
Ability to work well in a team oriented environment
Ability to influence peers, colleagues and managers across organizational lines to take action on complex, technical or sensitive topics with companywide impact
An advanced degree from a top-tier institution is required, preferably in business, financial economics, engineering, mathematics, physics, statistics or a related field,
Excellent presentation skills required
Ability to multi-task and efficiently negotiate changing priorities and responsibilities
A CFA and/or CAIA designation is preferred
Series 7, 66, & 24 a plus

Senior Portfolio Manager Resume Examples & Samples

At least 10 years of client relationship/service experience, preferably in financial planning or portfolio management
Demonstrated ability to successfully manage multiple portfolios independently within established investment guidelines, coach and guide other team members on the process and guidelines
Bachelor’s degree or the equivalent combination of education and experience. Advanced degree preferred

Senior Portfolio Manager Resume Examples & Samples

Be self-motivated and be willing to be judged on results
Be entrepreneurial and innovative in his/her approach to real estate investments, new products, business development and strategy
Have excellent communication and networking skills and be able to sell investment, portfolio and strategic ideas through different channels
Be able to demonstrate clear evidence of being a both a good team leader and player
Have advanced investment analytical and financial modelling skills
Minimum 15 years of work experience in real estate across the APAC region that brings with it significant real estate knowledge and an established network
Preferably a varied real estate investment background that covers both indirect and direct investing

Senior Portfolio Manager Resume Examples & Samples

Investment management of client assets
The portfolio manager will comply with established processes, procedures and regulations in constructing client portfolios
The portfolio manager will deliver competitive returns consistent with all relevant benchmarks and appropriate risk measures
10-17 years of experience in performing specific personal portfolio management functions/responsibilities or 10-17 years in a related field (including special asset management, trust administration, investment trading, investment research, financial planning, relationship management, etc)

Senior Portfolio Manager Resume Examples & Samples

Client development
Portfolio manager will be responsible for the enhancement of current relationships and seek to develop new relationships through effective communication and trust building skills
Portfolio manager will work as an effective partner with team colleagues to deliver premier customer service and comprehensive financial services to clients
Portfolio manager will maintain all discipline related and market related files in an orderly manner as set forth by management
Investment related activities
Portfolio manager will work to achieve expert status on all accounting, investment and workstation tools
Portfolio manager will continue to stay abreast of all investment related topics through the achievement of advanced degrees, certifications and the reading of financial literature and reports and the attendance at regularly scheduled training events
Portfolio manager will assume positions on senior investment committees including committee leadership responsibilities
Market related activities
Portfolio manager will actively participate in market related initiatives as identified and set forth by market manager

Senior Portfolio Manager Resume Examples & Samples

MBA and/or CFA charterholder a plus
Individual should also possess current knowledge of financial markets, as well as a comprehensive understanding of historical perspectives of the markets
Individual should have an in-depth understanding of investment management theory and ethics as well a comprehensive understanding of tax issues and trust and fiduciary laws; consistently apply existing risk management procedures and follow compliance directives
Display solid judgment in managing financial contribution of assigned relationships with occasional oversight
Exhibit broad based superior communication techniques

Senior Portfolio Manager Resume Examples & Samples

Must have a Bachelor’s degree in Accounting, Finance or related field
Must have 5 years progressive experience in investment analysis and asset management positions with global investment management firms utilizing the following skills: emerging markets; management of fixed income and currencies portfolios; Bloomberg; Reuters; Updata; FMC; Portia; Aladdin; and Charles River
Must be a CFA Charter Holder

Senior Portfolio Manager Resume Examples & Samples

Provides advice and guidance to trust account administrators with respect to investment policies and procedures
Directs the preparation and maintenance of reports for the function. Prepares periodic reports for management and others as needed
May supervise employees directly (i.e., selection, training, performance appraisal and work allocation)
Assists in developing departmental budgets
Manages the investment portfolios of complex accounts including meeting with clients on a periodic basis to review performance and discuss future strategies
Recommends to the Regional Trust Administrative Committee the appropriate course of action on non-routine matters
Ensures assigned accounts are in compliance with Bank audit and security standards, policies and procedures
Assists in the establishment of investment policy, meets regularly with clients to review investment objectives and performance
Participates in and contributes to the development of investment products
Participates in the development of new business from existing or prospective customers
Performs relationship support and/or investment support activities for agency accounts depending on client’s preferences
Performs all primary client contact and support for activities in agency accounts to whom they are assigned
Seven to ten years
Complete knowledge of economics and equities and fixed income investing and trading
Coordinate events
Develop office procedures
Maintain filing systems
Research information

Senior Portfolio Manager Resume Examples & Samples

Manages investment accounts of key importance or of a complex nature including meeting with clients on a periodic basis to review performance and discuss future strategies
CFA Charter Holder and/or CFP designated
Demonstrated supervisory
Perform math and analysis

Senior Portfolio Manager Resume Examples & Samples

Undergraduate degree in Finance or Accounting
5-10+ years of solid experience in general commercial credit analysis including underwriting, structuring, documentation, and portfolio management
Ability to explain and defend borrower financial analysis to manager and credit officers
Confidence and ability to develop an independent viewpoint and present a business case to support conclusions
Excellent interpersonal skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus
Coaching and Mentoring skills
Ability to interact directly with clients on a professional, consultative basis
Good knowledge and comprehension of loan and collateral documentation
Ability to multi-task and continually modify the priority of assigned workflow
Strong Microsoft Office Software skills
Prior experience leading a team
Prior experience mentoring less experienced associates
Completion of a formal commercial credit training program
Knowledge of the franchised automobile business
Prior sales experience at the Owner / CFO level

Senior Portfolio Manager Resume Examples & Samples

Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity
Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
Interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Mentor more junior Portfolio Managers
Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
Bachelor's degree required in a related field, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA
Generally, the incumbent should have 7 to 10 years experience involving money management, including investment decision-making
Solid communication and presentation skills are required for this position

Senior Portfolio Manager Resume Examples & Samples

Ownership of the relationship with our business partners and being accountable for the delivery of business value to the organization
Ensuring the team is staffed with experienced project and support analysts
Negotiate budget with the business and ownership of the portfolio budget (for both run the bank and change the bank work)
Ensuring all projects follow financial approval processes and working with our PMO to manage our financial processes
Understand and negotiate system requirements with the business
Ownership of all functional requirement on behalf of technology through the project life-cycle
Responsible for all requirements processes and delivery of the SRS for all projects
Work with our PMO to ensure all projects follow TD project governance and processes
Ensure all systems meet operational SLA’s and work with our development shared service to support/maintain our systems
Ensure the total cost of ownership of systems is actively managed
10+ years of experience in IT delivery, with demonstrated ability to work with business and technology partners to build and support systems
Demonstrated the ability to build teams and mentor staff
Demonstrated strong communications skills and the ability to interact with technology and business executives
An ability to work in a collaborative team environment (and experience working within ‘matrix style’ organizations)
Strong business acumen, the ability to understand and manage the financial aspects of complex technology portfolios
The ability to understand business requirements and translate them into the technical domain
Experience using best of breed requirements methodologies such as use case analysis, UML and data modeling
Showing a track record of innovation and providing leadership through organizational and process change
Experience with risk management practices and process, specifically in the Basel II/III regulatory reporting domain
Experience with the credit origination process in the wholesale markets
Experience with internal risk rating methodologies used to determine PD and LGD for counterparties
Demonstrates knowledge of financial products, such as loans and other financial instruments, Basel II & III, as well as credit risk management
Canadian Securities Course certification, Business Analysis related certification (TD and/or CBAP) and/or Project Management Professional certification an asset

Senior Portfolio Manager Resume Examples & Samples

Determines the appropriate investment objective of assigned Commerce Trust Company (CTC) client investment portfolios, working with the client and administrative officer as appropriate. Determines the appropriate asset allocation mix, and implements the asset mix with approved securities, both equity and fixed income
Regularly reviews existing client portfolios to ensure that investment objectives are being met, and that portfolios are in compliance with investment objectives and CTC security-specific recommendations. Provides timely implementation of CTC security-specific recommendations in assigned client portfolios
Participates proactively in the CTC Trust Investment Committee process, providing complete and timely information about assigned client portfolios. Actively participates in ensuring compliance with all relevant policies and procedures
Keeps informed on a timely basis of investment industry developments, disseminating information as appropriate. Participates in local Society of Financial Analysts program as appropriate
Pro-actively discusses investment and/or client problems and concerns with supervisor in order to promote timely resolution of outstanding issues
Maintains a constructive, pro-active working relationship with Client Advisors, Private Bankers, Financial Advisory Services, and other colleagues to facilitate a team, advice-based approach to timely client service
Performs other special projects or duties as assigned

Senior Portfolio Manager, Fixed Income Resume Examples & Samples

10+ years experience and demonstrated success within institutional investment management and securities trading/credit analysis
Undergraduate degree in business, finance, and/or economics, or related fields required
MBA and/or CFA required
Completion of relevant investments certification
Leadership skills, Highly motivated and goal-oriented
Excellent organizational skills; strong attention to detail and risk
System experience within Bloomberg/AIM, Market Axess, TradeWeb, CMS, or other analytical packages is additive

Cret Senior Portfolio Manager Resume Examples & Samples

An undergraduate degree. Focal areas of finance, economics, or accounting preferred
CPA or MBA or equivalent experience in finance, accounting and business law
Working knowledge of the organizational lending and portfolio management policies and objectives
Excellent abilities in business development and cross-selling success
Highly developed (in-depth) written and oral communication skills including the ability to write clear, concise and cogent credit correspondence
Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building
Ability to advocate persuasively (in-depth level)
Ability to work under limited supervision
Proven abilities in leadership skills

Senior Portfolio Manager Resume Examples & Samples

To provide a high quality investment management service to TPMS (tailored portfolio management services) clients of the Bank
To provide high quality support to Head of Portfolio Management, Asia in management/oversight of TPS team, advice and guidance to junior staff, where relevant
To maintain and develop relationships with Private Bankers on the sale of investment products and provide advice as required to internal and external clients
To participate in fostering a broader understanding of TPMS within the bank and actively play a role in business development
Service and develop existing client relationships by providing a high quality investment management service to clients through a combination of practical application of technical knowledge, incorporation of the bank's best advice and incorporation of client investment guidelines through a structured investment approach
Work with Private Bankers and Investment Consultants to manage and develop new TPMS client relationships
Contribute to the investment strategy through active participation in TPS team meeting or the Asia TPS board where relevant
Suggest new product ideas to Regional Investment Committee and participate in new product development projects as appropriate
Adhere to Bank Policies and Procedures thereby protecting the business from financial and reputational risk
In-depth knowledge of all local regulatory policies and guidelines
In-depth knowledge of relevant financials markets and instruments
Minimum of 8 years relevant investment experience

Senior Portfolio Manager Resume Examples & Samples

Co-ordinatingbetween IT and the various ING entities involved in the project
Setting up project governance
Assessing the feasibility of IT projects
Pinpointing your customers' needs and convert these into an explicit project plan
Makingagreements clear, on the one hand with the customer, and on the other hand with the development team
Guiding and motivating all persons involved in the project in order to achieve good results
Guaranteeing that all procedures, legal requirements and quality standards are rigorously respected
As project leader IT you have the final responsibility for delivering the project results
Giving clear information and reporting about the progress of the IT project to the relevant stakeholders on a regular basis

Senior Portfolio Manager Resume Examples & Samples

Partner with loan officers to effectively administer the management of assigned commercial banking relationships
Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, provide detailed industry and company loan opportunity memos for in depth deal discussion with lending officers and complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request
Continuously monitor borrowing base reports and covenant compliance with regular (weekly or monthly) reporting requirements to loan officers and loan/credit monitoring and credit review. Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions
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 borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews
File all required reports, and resolve all related issues in a timely and efficient manner
May mentor less experience Portfolio Managers
Demonstrates expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc
Demonstrates expert level of understanding of credit underwriting
Demonstrates strong knowledge of bank products, services, and bank operations
Demonstrates strong analytical skills

Senior Portfolio Manager Resume Examples & Samples

10+ years experience and demonstrated success in investment management, securities/credit analysis, trading or financial consulting
Undergraduate degree in business, finance, and/or economics
Master’s degree in business, economics or finance required
Strong initiative and accountability; able to work independently

Senior Portfolio Manager Resume Examples & Samples

Assist in development of sovereign credit risk analysis framework
Support colleagues in their risk-taking activities, to promote better overall Team performance
Collaborate with colleagues to assist in developing and broadening the organisations rates investment process through development of new analytical tools and approaches
Provide written analysis on market themes and potential trade opportunities (via thought-pieces, research projects, weeklies, trade notes)
Liaise with Sales / Marketing / Investment Specialist / Client Service teams as needed to assist in business development
An individual with innate curiosity about the drivers of financial asset markets, both macroeconomic and technical / regulatory
A demonstrated ability to take investment risk in a calculated, controlled and profitable manner, with particular focus on information ratio
An industrious, pro-active, self-motivated, collaborative individual who works well under pressure
Excellent written & verbal communication skills, with emphasis on being able to simplify technical information into concise, digestible analysis
Confidence and willingness to constructively challenge colleagues and debate investment hypotheses
Technical expertise in fixed income instruments and strategies, including sovereign bonds and associated derivatives (CDS, interest rate swaps, inflation swaps, exchange-traded and OTC options)
Extensive experience in a risk-taking asset management / market-making role in G10 sovereign fixed income
Familiarity with common systems: excel spreadsheets, Bloomberg analytics
Masters degree in Economics / Finance / Mathematics / Physics / Engineering - related discipline, coupled with excellent academic credentials

Senior Portfolio Manager Resume Examples & Samples

Bachelor’s degree in business with MBA and/or CFA charterholder
15+ years of experience in performing specific personal portfolio management functions/responsibilities or have 15+ years in a related field (including special asset management, trust administration, investment trading, investment research, financial planning, relationship management, etc). Individual should also possess current knowledge of financial markets as well as a comprehensive understanding of historical perspectives of the markets
Individual possesses excellent people management skills and can serve as an effective role model for others as well as be a catalyst in recognizing, developing and implementing change within an organization

Senior Portfolio Manager Resume Examples & Samples

Bachelors Degree or 10+ years of direct portfolio management experience
Proven Managerial Skills
Effective Problem Solving Skills
Minimum 7 years of commercial lending experience
Proficient in Microsoft office applications
Minimum 5 years supervisory experience concentrated in coaching and performance management of a team of approximately 6 people

Senior Portfolio Manager Resume Examples & Samples

Against an increasing competitive backdrop, the Commercial segment of CMB seeks to grow Net Income, through the acquisition of quality customers, the retention of quality customers identifying their needs, providing solutions and in doing this improve the average return per customer. Customers who generate Business banking product income streams are, on average, three times more valuable to the bank than those customers with a purely domestic product income stream due to the nature and number of products that are held to support thei business needs
ARSM- RMs will work closely with the RM and their complex BB customers by providing an exemplary relationship management service
IARSM- RMs will be based in the Commercial Area although they will be encouraged to visit customers with the RM, or alone if appropriate to fulfil customer needs
The jobholder will assist in the management of the largest and most complex portfolio in the Commercial Area. In conjunction with the RM, the jobholder will be expected to ensure the maintenance of a business culture in the Area

Senior Portfolio Manager Resume Examples & Samples

Develops and executes plans for small and medium and large size projects. Prepares plans that consider many interdependencies and multiple stakeholders. Advanced knowledge of formal project and/or program management methodology. Is relied on for guidance in critical phases of projects and plays role in transferring skills and knowledge to colleagues
Knows the business strategy, critical success factors for the business or functional unit and how these impact the relevant parts of the organization, as determined by the project scope. Has a good understanding of how external factors impact the business or function
Demonstrated ability in written and oral communication skills. Strong presentation skills. Ability to determine the information and communication needs of the stakeholders and project team (who needs to know, what they need to know, when and how)
Understands and effectively uses the full range of functionality of the relevant technologies needed in one’s role. Is regarded as a qualified supporting professional
Degree in Business Administration or equivalent relevant qualifications
Post graduate will be an asset
Experience leading Type III projects
Understanding of the financial services industry inclusive of core banking technology platform capabilities and front-office workflow tools
Has successfully managed multiple projects simultaneously
7+ relevant years
Proven superior presentation skills

Senior Portfolio Manager Resume Examples & Samples

At least 5 years of experience in managing pooled retirement funds or public funds
Technical competency in quantitative analyses, especially in mutual funds, as well as in understanding the qualitative aspects of fund managers in order to determine their investment styles
Solid financial background with good understanding of the global financial market in general and the ability to think laterally across sectors and asset classes
Good knowledge of the MPF market, providers/competitions, products and the relevant regulatory framework
Good interpersonal and communication skills, i.e., verbal, written and group presentation
Diligent and detail-oriented, ethical and high morale standard, a good team player as well as able to think independently

Senior Portfolio Manager Resume Examples & Samples

Contribute in the planning of the Business Unit’s overall product portfolio planning from a capital and resource allocation perspective
Resolve portfolio questions and provide thought leadership in ICT areas beyond Ericsson's traditional Telco focus including Analytics, Internet of Things and Enterprise services/solutions
Support executive and senior stakeholders, drive questions to resolution and formulate recommendations as a driver or a team member
Good industry knowledge including products, market and customer insights acquired through first-hand or similar level experience from Enterprise ICT and in particular related to Cloud, Internet of Things, Analytics or Enterprise telecom services (infrastructure and/or applications)
Proven capability to drive or act as a team member in complex strategy or business development projects including management of senior stakeholders and highly developed strategy formulation and presentation skills
Strong drive, change leader and high performance
Thought leadership in combining technical and product understanding with entrepreneurial and commercial thinking
Experience from M&A-type activities is useful

Senior Portfolio Manager Resume Examples & Samples

Established track record of success with addressing challenges and working within unique parameters to design portfolios that consistently deliver agreed upon financial results
Works with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives. This would include defining the client’s investment goals and objectives, constructing a portfolio to meet those goals, and communicating necessary adjustments
Assesses the client’s “big picture” goals, risk tolerance and investments to manage the portfolio in light of the other assets that may remain outside of TIAA-CREF’s management
Maintains and enhances relationships with existing clients. Promotes investment product sales through regular client meetings and discussions cover investment strategy, asset allocation and the goals/objectives of the client
Lower level proficiencies typically manage moderate account relationships and/or assist with major accounts while higher level proficiencies typically manage larger and potentially more complex and significant account relationships
High degree of comfort with TIAA systems and processes and ability to quickly learn and adapt to new and changing technology
Proactively establishes appropriate communication avenues and processes to regularly share information and updates with others
Anticipates emerging industry and competitive trends, and works with internal partners to develop appropriate responses

Senior Portfolio Manager Index Solutions Resume Examples & Samples

Long term interest in portfolio management
Sound understanding of the possibilities and challenges in constructing a tailor-made portfolio
Meet deadlines and work precisely, well-structured and in an efficient way
Rapid grasp of new concepts as well as a highly analytical way of thinking
Very good communication skills; fluent in German and English (oral and written) is a must
Excellent knowledge of the standard Windows package (excel, word, power point, pdf) and a talent for numbers
LI-CSJOB*

Senior Portfolio Manager Resume Examples & Samples

Support the selection of business cases to align the global portfolio with Business Groups and Corporate wide strategic directions and business objectives
Build scenarios for key investment decisions, while maximizing the synergies between Business Groups
Perform scenario analysis, in partnership with Finance & Control team, to allow for a deep understanding of portfolio including product (line) profitability, including designing and delivering meaningful, actionable analytics
Manage the portfolio life-cycle by assessing financials, risks, strategy fits and market attractiveness based on clear evaluation criteria, in partnership with Product Management, Business Management and Managerial Accounting teams from the Product Office
Provide recommendations to the Board at executive level for key Portfolio decisions
Oversee the portfolio to ensure it is in line with the Portfolio Management framework
Develop global roadmap view capturing all key products and business initiatives, highlighting key dependencies with underlying technology enablers and building blocks
Establish shared tools and methodologies that can be adopted by all business groups to streamline data and ensure timely and disciplined Portfolio Management, partnering with the Operations team from the Product Office
Master in Economics or Business Administration
10+ years of professional experience with proven track records in portfolio / business management, implementing product strategies within a technology company
Familiar with cloud-based services, Platform and Software as a Service models
Ability to work on strategic as well as operational level where required
Experience with strategy and portfolio frameworks developed and (ideally) coached by a top-5 management consultancy firm (the successful candidate will have to submit a deck describing a portfolio management framework relevant to our business, and demonstrate proficiency in the practice of portfolio management)
Solid analytical skills, with the capability to quickly transform data into information suitable for executive decision-making
Ability to communicate complex concepts and ideas in a clear and concise manner
Excellent problem solving skills required
Ability to influence others to successfully complete deliverables
Ability to translate ambiguous requests or information into specific proposals, requirements or action plans. Ability to work effectively with others
Project or program management skills a must
Ability to multi-tasking and prioritize incoming requests
Experience with ThinkCell is preferred
Fluent in English (oral and written)

Senior Portfolio Manager Resume Examples & Samples

Managing Ultra High Net Worth Portfolios for our Ultra High Net Worth Clients in accordance with the UBS investment process, including involvement with the Chief Investment Office and Local Investment Committee
Preparing proposals for, and attending, Ultra High Net Worth client prospect and client meetings to help advisors garner new assets to the firm and increase revenues
Acting as an integral member of our Local Investment Committee and managing weekly investment meetings
Asset allocation for Ultra High Net Worth client portfolios using UBS' core satellite approach
Travelling across the country to service Ultra High Net Worth advisors and their clients in client meetings, portfolio reviews and pitches
Participating in compliance initiatives to ensure client suitability and Know Your Product policies are up to date and adhered to
Training and educating our team of Client Advisors on our products and services to ensure that we bring the full range of UBS competencies to life for our clients
Assistance with new product launches and management of sales materials

Senior Portfolio Manager, PAM Resume Examples & Samples

Responsible for managing personal investment portfolios (moderate to complex) designed to achieve the financial objectives of individual clients
Serving as key relationship partner to Wealth Management Advisors, by developing and enhancing client relationships through frequent contact with all interested parties
Demonstrated effectiveness in communication and delivery of advice to clients that may be local or located in the region of the PAM office; understands the nuances of managing relationships based on complexity, distance and accessibility
Can clearly articulate the role of the Portfolio Manager to prospective high net worth clients during sales calls with Wealth Management partners
Works within a team environment to ensure that the client’s service expectations are being met
Higher level proficiencies may oversee the activities of and provide guidance to lower levels and investment support staff as needed
Tailors the level of detail and type of communications to meet others’ needs
At least 10 years of client relationship/service experience financial planning or portfolio management
Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) or Chartered Financial Consultant (ChFC) strongly preferred
General understanding of the various products and services offered within TIAA-CREF

Senior Portfolio Manager Resume Examples & Samples

Establish a track record of success with addressing challenges and working within unique parameters to design portfolios that consistently deliver agreed upon financial results
Demonstrate effectiveness in communication and delivery of advice to clients that may be local or geographically dispersed around the country; understands the nuances of managing relationships based on complexity, distance and accessibility
Clearly articulate the role of the Portfolio Manager to prospective high net worth clients during sales calls with Wealth Management partners and demonstrate deep investments acumen to sophisticated investors
Work with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives. This would include defining the client’s investment goals and objectives, constructing a portfolio to meet those goals, and communicating necessary adjustments
Assess the client’s “big picture” goals, risk tolerance and investments to manage the portfolio in light of the other assets that may remain outside of TIAA-CREF’s management
Investment acumen must be at a high enough level to be able to discuss client’s non-traditional holdings in a confident manner
Maintain and enhance relationships with existing clients. Promotes investment product sales through regular client meetings and discussions covering investment strategy, asset allocation and the goals/objectives of the client
Manage larger, potentially more complex and significant account relationships
Oversee the activities of and provide guidance to lower-level and investment support staff as needed
12+ years of client relationship/service experience in financial planning or portfolio management
40%+ travel required
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation strongly preferred
Solid understanding of the various products and services offered within TIAA-CREF

Senior Portfolio Manager Resume Examples & Samples

Generate, recommend and implement strategies for the management of GL’s money market, liquidity and ultra-short bond portfolios including analysis of portfolio composition, risk and competitive positioning
Act as a senior member of the investment team by providing well thought out ideas and opinions that positively impact the portfolios and related strategies
Be an active participant by interfacing with key prospects, clients, brokers and consultants to maintain and promote business development
Stay abreast of current legislative and regulatory developments relating to the asset management industry and fixed income markets globally
Interact on a daily basis with Global Liquidity investment teams across the world. May serve on investment committees and assists on ad hoc requests from management
Provides information and reports to internal and external constituencies
Approximately 8-10 years of experience managing money market, short-term fixed income portfolios and specifically separate accounts within similar strategies with a track record of success
This individual must have strong communication skills and will have demonstrated success as a team player with leadership experience
Institutional client experience is essential
Team player who is comfortable in a collaborative team-oriented environment
Effective with all constituencies including executive management, brokers and consultants
Evidences potentially strong leadership skills
Open minded, flexible, and willing to listen for other peoples’ opinions

Senior Portfolio Manager Resume Examples & Samples

Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business and reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request
Continuously monitor covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Establish protocols and maintain tracking of documentation exceptions, past dues, covenant exceptions and annual reviews
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/property 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
May mentor less experienced Portfolio Managers
Demonstrates expert knowledge & understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, new underwriting, etc
Ability to prospect and network at various levels within a company and industry

Senior Portfolio Manager Resume Examples & Samples

Demonstrated effectiveness in communication and delivery of advice to clients that may be local or located in the region of the PAM office understands the nuances of managing relationships based on complexity, distance and accessibility
Assesses the client’s ‘big picture’ goals, risk tolerance and investments to manage the portfolio in light of the other assets that may remain outside of TIAA’s management
At least 10 years of client relationship/service experience infinancial planning or portfolio management

Senior Portfolio Manager PQI Resume Examples & Samples

Enhance customer experience
Support learner outcomes
Extend the reach and market share of Pearson qualification brands and other Pearson products
Define and implement an innovative proposition strategy and delivery plan for a Pearson qualification portfolio
Be responsible for the development and management of the overall portfolio/ sector strategy and direction
Creation and/ or commissioning of product surround, for example published resources, training, with a strong focus on creative digital solutions. Supporting the team to deliver effective product surround solutions and network with other parts of the business to deliver on this
Ensure effective learner and customer focused decisions about a defined qualification portfolio
Manage the sector strategy across the PQI brands
Develop and manage research requirements strategy with customers, learners and stakeholders including face to face opportunities with customers
Manage the product roadmap and lifecycle for the overall portfolio of qualifications, including the research, development, review, marketing, training and sales plans. Work collaboratively with other teams to support Portfolio Managers to secure resource requirements
Take revenue responsibility for the products and services across the whole portfolio throughout their life-cycle
Take revenue responsibility for the academic or vocational portfolio of qualifications
Manage campaign plans to launch new products, working cross-functionally primarily with training, marketing, sales
Lead and co-ordinate sales training/ briefings and tools to support the sales team through the launch of new product campaigns. Work closely with customers on an on-going basis to define customer value and interpret that into propositions
Understand the UK development strategy and the impact it has on the international market across the whole portfolio
Lead on the development of internationally recognised propositions with local relevance and recognition
Work cross-functionally with internal stakeholders to inform product develop decisions and initiatives related to the portfolio
Manage resource requirements for proposition development and maintenance
Build and lead a new team that supports the PQI and wider Pearson strategy including Portfolio Managers
Support effective and collaborative ways of working cross-functionally across the business
Manage individual and team performance
Contribute to the overall management and delivery of PQI initiatives and projects

Senior Portfolio Manager, UK Resume Examples & Samples

Partner with the local Stakeholders and Finance and Accounting (F&A) Controllers to ensure that occupation demand measurements and RE&F operational plans are in place and accurate for all Business Units and locations within the country
Ensure alignment between the RE&F strategy and RE&F activities at site levels
Manage the operational relationship with the RE&F supplier base
Participate in proactive planning and management the region's real estate portfolio
Ensure successful delivery of the RE&F services and projects within the country, including capital plans, forecasting, rhythm of business (RoB), and budgeting
Drive breadth of facilities management services within the region, facilities helpdesk, health and safety, A/V, reception, and courier services, waste and cleaning, etc. Provide a safe working environment for all FTEs and vendors
Set expectations of the Controllers and client group executives in the areas of real estate processes, schedule, workplace strategies, costs, etc. Deliver respective business reviews
Drive business initiatives for the improvement and development of Microsoft's overall business model. Ensure that real estate market opportunities are proactively pursued. Recommend and implement activities to capture operational and financial benefits for Microsoft

Emerging Markets Debt Senior Portfolio Manager Resume Examples & Samples

Head Emerging Market (EM) corporate portfolio management functions and provides leadership to dedicated credit analysts. The EM corporate universe is composed of roughly 400 distinct issuers with a very diverse risk profile
Coordinate oversee the efforts of the credit analysts to prioritize bottoms up coverage of the most relevant names and to make recommendations to the rest of the investment team on credits that may have wider application across portfolios beyond corporate focused portfolios
Co-manage the EMBIG benchmarked mutual fund (and related segregated accounts) that invests across 63 sovereigns and 400+ credits
Responsibility for country analysis, especially on the hard currency side. This is important for both benchmarked mandates as well as total return mandates
As a senior member of the investment team, contribute to formulating overall investment strategy for the business
Represent the business in external forums as well as in regular client meetings and updates
Participate in pitching for new business with prospects and their investment committees
Coach and guide less experienced members of the team
Help in formulating risk analysis and valuation tools relevant to hard currency sovereigns and corporates
Ensure prudent daily management of portfolios in line with client objectives while adhering to guidelines and regulations
Ensure requirements coming from multiple areas are aligned and conflicts are resolved effectively
Ensure Rigorous investment strategy and best practices
Bachelor's Degree related to finance, economics, and or related field. Graduate Degree preferred
Strong verbal and communication skills

Senior Portfolio Manager Resume Examples & Samples

Accomplishes WDP&R Technology objectives by ensuring compliance around Common Methods. Common Methods is a project management and delivery methodology that provides a toolbox of templates and processes to drive effective and consistent project delivery currently used byWDP&R Information Technology
Achieves operational objectives by
Has knowledge and proven experience in the technology field and technology project delivery
Ability to inspire, motivate and lead a team to produce quality work in the development of project solutions
Demonstrated inclusive leadership that embraces diversity
Ability to successfully operate in a highly matrix organizational system where partnership and influence are key drivers of success
Has shown the ability to initiate change and act with integrity when tough decisions have to be made
Excellent written, verbal communication, presentation and group dynamic skills
Demonstrated experience developing and managing software development project plans
Demonstrated experience with software development lifecycle methodologies
Proven experience with system analysis and design, construction, and testing
Demonstrated strong analytical and problem solving skills to achieve business results
Ability to manage and prioritize multiple projects simultaneously
Excellent organizational, communication and time management skills
Strong interpersonal, organizational, and communication skills and the ability to work effectively across a wide range of constituencies in a diverse corporate and client environment
Able to resolve matters/issues in a positive manner
Minimum 3-5 years’ overall experience in Portfolio Management methodology and practices in a technical environment
Minimum of 3 years of experience in Project Management or equivalent experience, ideally in a cross-functional technical delivery capacity

Senior Portfolio Manager Resume Examples & Samples

Directing the execution of strategic change through business and process transformation across ISB Globally
Undertaking business and market reviews to address specific in-country opportunities and threats
Coordinating and developing key MI globally, managing the completion of dashboards and contributing to the development of Operating Plans
Driving performance management, cost management and sales metrics management across ISB Globally
Facilitating of high quality communication between Regions, Global Businesses and Functions
Producing high quality presentations and analysis for the various forums (EXCO, Town Halls, Deep dives)
Leading the standardisation of core business management processes and coordinating efficient service enhancements through the application of continuous improvement methods and re-engineering initiatives
Implement ISB strategic initiatives on a global, regional and country basis based on an understanding of the dynamics of the ISB business across the region, and thorough analysis of both internal and external management information (MI) and business information
Identify key attributes and drive the development of quality, targeted business analytics to support senior executives
Drive the delivery of global initiatives by interfacing with stakeholders in other segments and Functions to drive business development opportunities, resource deployment, infrastructure and data quality
Drive development and implementation of Corporate governance around HORIS, segment transfers and segmental revenue sharing
Knowledge of the ISB business and broader construct of HSBC’s Global Businesses
Ability to multitask and prioritise a range of requests / actions to best support the ISB
Ability to prepare business cases, business plans
Deliver quality reports, presentations under strict deadlines
Highly numeracy and business presentation skills
Ability to work within a small team structure and on solo tasks
Display a high level of objectivity and ability to challenge senior management on various aspects of their business
Understanding of international subsidiary banking
Minimum 7 years of relevant experience

Senior Portfolio Manager Resume Examples & Samples

Client satisfaction with discretionary portfolio in terms of performance
Client satisfaction with discretionary portfolio in terms of service
Performance of discretionary portfolio versus the Grid Performance
Performance of discretionary portfolio versus the Benchmark
Compliance with DPM Charter
Compliance with Client Restrictions
Relation with Service-Teams around the world as well as Relationship Managers/Assistants
Support to Regional Head of Discretionary Portfolio Management Services Asia
University graduate with minimum 10 years exposure in the field of asset management or investment
Professional qualification: Chartered Financial Analyst or related professional qualifications preferred

Senior Portfolio Manager Resume Examples & Samples

A Bachelor's degree or equivalent; MBA preferred
FINRA Licenses: Series 79 and 63 helpful
A minimum of 7+ years credit related work-experience
Relevant industry experience is a decisive asset
A solid credit and analytical background with work experience as a Corporate Finance professional
Completion of formal credit-training program at a money center bank is preferred
Strong financial modeling skills a must
A solid credit and analytical background
Good computer skills in Microsoft Word/Access/Excel
Able to work independently and under pressure

Senior Portfolio Manager Resume Examples & Samples

Accountability for scheduling and reviewing annual loan reviews produced by the commercial underwriters
Responsible for collection of financial statements and covenant compliance certificates. Employee will work with team members to assign collection responsibilities, and take ownership of tracking and limiting exceptions
Work under direct supervision of the Market Manager, working closely with Credit Officers and Relationship Managers to ensure that Relationship Managers and Commercial Underwriters are complying with current underwriting guidelines in all Credit Approval Presentations and Annual Reviews
Analyze financial information for accuracy. Ensure proper assessment and documentation of relevant and material factors to support credit recommendation
Confirm accuracy of cash flow and collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis contained in Credit Approval Presentations and Annual Reviews
Proactively identify warning signs of declining credit worthiness and work with Relationship Managers and Underwriters to ensure early intervention in order to minimize losses. Advise on structure for extensions of credit and restructures for deteriorating credits in assigned portfolios
Provide ongoing training of the underwriting team members
Maintain constructive and professional interaction with internal and external business partners
Four-year college degree or equivalent combination of work experience and education
7-10 years of commercial lending, portfolio management or credit analysis experience
Excellent analytical ability; thorough understanding of analysis of commercial financial analysis
Extensive knowledge of credit principles, commercial loan terminology, documentation and underwriting guidelines
Ability to positively interact with team members in a cohesive manner, bringing teams together using tact and diplomacy
Ability to work under critical time constraints. Strong time management and organizational skills and the ability to perform highly detailed and accurate work on multiple, concurrent tasks
Thorough knowledge of various software programs including Word and Excel
Highly motivated, detail oriented, self-starter

Senior Portfolio Manager Resume Examples & Samples

Portfolio Strategy
Manage the development and execution of a strategy for the portfolio of products in line with SITA's strategy
Regularly review and optimize the overall cost allocations, processes for bringing to market individual products. Ensure that corrective actions are taken if needed and that these actions are based on thorough analysis and are shared with the teams
Ensure that the portfolio strategy is supported overall by the growth, revenue and margins of individual products
Determine optimal individual product strategy within the overall portfolio context, determining which product gets emphasis and/or resources (investments, sales, marketing focus etc.)
Articulate and document the portfolio vision and define the target markets
Continuously review, recommend and maintain the optimum structure for the team. Identify, recruit, performance manage, train and develop via regular coaching & feedback the right people as required to build a strong team
Ensure that the all team members understand the planning elements, the strategy and the prioritization of portfolio investments
Portfolio Innovation/Definition
Manage the overall innovation strategy for the portfolio/ respective products
Identify new opportunities, as well as requirements for enhancements to existing products/services by thoroughly understanding customer needs, the competitive landscape and market trends
Manage/coach team members though their respective product(s) in the build/launch process (es) to ensure that they will deliver the right product(s) to market, within the agreed timescales
Develop and manage a cross functional team that helps shape ongoing portfolio and product strategy and ensures the timely/cost effective and quality delivery of product developments and product performance
Develop and manage partnerships and strategic supplier relationships
Sales/Channel Strategy and Support
Ensure that appropriate sales focus is given to individual products fitting the overall portfolio strategy
Ensure that the Sales teams have a good understand of the products positioning within the broader portfolio
Establish and implement an effective 'go to market' strategy for the portfolio of products, to include an agreed and executed sales and marketing plan
Coordinate the bid management processes and pre-sales customer interactions
Portfolio Life Cycle Management
Accountable for the development of the individual products roadmaps composing the overall portfolio throughout the lifecycle from conception to retirement. Take appropriate decisions to reflect the portfolio strategy
Manage and track portfolio and individual product P&L, revenue, new business and profitability including competitive pricing of the portfolio in the marketplace to achieve desired sales volumes/optimized profit
Portfolio Marketing/Value Proposition/Market Intelligence
Participate in the determination of the portfolio value proposition
Ensure that the marketing activities during the lifetime of the products fit/support the value proposition
Participate in Customer Advisory Boards, user groups and other customer forums to develop customer relationships and influence market thinking
Portfolio Performance
Make sure that the portfolio financial, customer satisfaction and business objectives will be achieved
Product Management Practice
Ensure a complete communication of progress reports for all product launches or end of life plans to all relevant parties, in particular senior level stakeholders. Ensure that the stakeholders are fully engaged and committed to achieving these objectives
Contribute to the Product Management practice, working with Product Management peers and staff to drive best practice across the SITA Product Management community
Act as a coordinator for those working on the product development, stage gate and product projects
8 to 12 years relevant business experience in a high-tech, global company
Very good understanding of SITA products & services offering
Good knowledge of the IT & ATI industries and economic drivers
Innovation Skills and a significant track record in defining market requirements and functional specifications
Good knowledge and experience of Portfolio Management
Very good understanding of the latest trends and innovations within the airline/airport industry and relevant technology areas
A demonstrated track record of success in delivering lasting results Product Management ( revenue, strategy, P&L) in a global business environment and within a technology solutions based business
Good capability of leading and influencing both direct teams and virtual teams focused on delivery and support within an international environment
At least Bachelor degree level or equivalent in a technical, business or marketing discipline; Masters degree preferred

Senior Portfolio Manager Resume Examples & Samples

Develop portfolio policy and guidelines with business partners
Develop and Execute on Asset Liability Strategy
Determine appropriate asset allocation mix over the long and short time horizons
Design and execute effectively on investment strategies
Incorporate derivative strategies as needed
Work with Risk team and manage within limits
Portfolio benchmarking
Communicate strategies, actions and results with key business partners
Bachelor's degree in an applicable discipline
At least 10 years of relevant experience, especially in long-duration liabilities such as long term care, life insurance or defined benefit pensions
Strong Fixed income knowledge including bond math, spreadsheet skills and facility with systems
Deep knowledge of the Portfolio Management process for an insurance company or pension
Direct Experience in asset-liability management or portfolio management for long duration liabilities
Chartered Financial Analyst
Accounting/FASB understanding
Exposure to relevant asset classes

Senior Portfolio Manager, Beta Strategies Resume Examples & Samples

Create & manage a range of single-name based Fixed Income/credit smart beta funds, including segregated accounts, mutual funds and ETFs
Oversee the portfolio construction, efficient implementation, risk and performance analysis; lead further improvement of the investment process for Fixed Income
Collaborate closely with the Quant Research team, to deliver investment solutions and thought leadership for clients
Taking part in shaping of the quant research agenda for the Fixed income strategies
Communicating with clients and prospects; promote the fund marketing, participating in pitches, finals and consultant meetings
Working closely with the Client Portfolio Manager team, ETF team and Product teams to create new investment products
Guide, develop and mentor other members of the investment team to create shared expertise across all sectors of Fixed income
Drive improvements in portfolio management processes, efficiency, risk control and operational processes
Manage risk effectively from a multitude of angles. Understand how important the effective management of risk is, and work closely with colleagues in investment and operational risk to improve the quality of portfolio management we can offer to our clients
Maintain the highest possible fiduciary standards
Proven investment experience across multiple sectors of Fixed income (e.g. HY, IG, EMD)
Expertise in fixed income portfolio management, portfolio construction and risk management
Experience with cash bond markets and fixed income derivatives (including futures, single name and basket CDS)
Strong analytical skills with a deep understanding of factor-based investing and smart beta strategies
Proven ability to create a collaborative team environment with Quant researchers and other members of the investment team
Client and consultant facing experience
Experience in working with external Fixed income database (e.g. Barclays POINT, ML)
Excellent technical ability (including Bloomberg, Factset, MATLAB, VBA, SQL) is a plus
Strong academic background, CFA preferable

Senior Portfolio Manager Resume Examples & Samples

Act as liaison between Commercial Banking Relationship Managers and Commercial Underwriting team for the purpose of preparing and facilitating annual loan reviews and renewals. Includes assigning responsibility and managing the receipt of financial statements, compliance of covenants, and borrowing base certificates in addition to underwriting, scheduling and reviewing the presentation of analyses at various loan committees
Work under direct supervision of manager, working closely with Credit Officer and Relationship Managers in all aspects of the loan approval process to ensure new and ongoing credit facilities are described accurately in the approval document
Support underwriting efforts by completing due diligence on Risk Rating & RAROC Models and thorough review of all credit approval presentations (CAP’s)
Confirm accuracy of cash flow and collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis contained in CAP’s
7-10 years of commercial/middle market credit analysis experience and/or commercial loan underwriting and loan administration experience
Extensive knowledge of state and federal laws and compliance regulations for commercial loans
No direct reports; manage the overall business credit approval process

Senior Portfolio Manager Resume Examples & Samples

Owner and tenant relations
Adhere to management agreement contracts, ensuring that plans meet the property owners’ and Cushman & Wakefield’s standards, policies, goals and objectives
Direct, supervise and monitor the activities of commercial property portfolio on a day-to-day basis, including training, developing and coaching staff
Perform review/career path discussions with property managers at a minimum of once a year Ensure that on-site performance reviews are performed annually
Analyze and make recommendations regarding property staffing needs, personnel performance issues, salary administration, personnel promotions, and training and career development
Oversee the preparation of annual budgets for commercial property portfolio, insuring that budgets are approved by each property owner
Review and approve operating statements for compliance with approved budgets Review proposed major expense variances and make recommendations to property owners
Approve and oversee the coding of all invoices to insure they are applied accurately to the budget accounts
Ensure timely submittal of monthly property reports submitted to owner according to management agreement
Oversee Lease Administration (ie rental increases, CPI adjustments)
Monitor Rent Rolls, Lease Expirations, Operational Variance Reports, Delinquency Reports and other reports required by the management agreements
Oversee delinquency collection efforts, including the handling of property receipts and delinquent accounts
Supervise all accounting functions performed on site, including purchase order processing, payroll administration, accounts payable, accounts receivable, and related correspondence
In conjunction with property owners and on-site management staff, identify and analyze major capital expenditure programs
Monitor capital expenditure programs to insure compliance with building codes and budgetary constraints
Work in conjunction with leasing agents by providing information and bidding as requested within the scope of property management duties
Oversee the administration of all contracts (maintenance vendors, supplier agreements, construction contracts, etc) to insure compliance, performance, insurance requirements and cost effectiveness
Manage the bid process relative to capital projects and maintenance contracts, insuring compliance with terms

Senior Portfolio Manager Resume Examples & Samples

CFA preferred
In-depth Personal Trust knowledge
General knowledge of Investments
Relationship building experience with centers of influence
Excellent in customer service, highly motivated, focused, and goal oriented

B Senior Portfolio Manager UK Resume Examples & Samples

Fulfilling a Contact Strategy This role is an individual contributor role and will report to the OPC market Team Leader. This role may be subject to additional background verification checks. Qualifications
Customer driven, able to find solutions to meet customer needs, creative thinking
Excellent level of negotiation and objection handling skills
Ability to learn new skills, question the status quo and adjust to changing environment
Strong analytical, oral and written skills
Market native speaker. Due to the nature of the role applicants must be native speakers or have in-depth knowledge of the country and culture, gained by having lived long periods of time in the country or by having had previous working sales experience in the country
Eligibility to work in Spain

Senior Portfolio Manager Resume Examples & Samples

Work with functional and regional leads to identify, prioritize and sequence most-impactful projects for GCC portfolio
Regularly update functional and regional leads on these GCC prioritized projects
Identify, negotiate and secure global UAT resources for monthly ECP/Siebel/Product releases
Engage GCC IT to understand available capacity and build/update global GCC project roadmaps for execution
Follow-up with GPOs to ensure GCC prioritized projects get properly embedded in their respective roadmaps
Work with BAs to build stronger business cases, for their projects, should they not get dispositioned properly by GPOs
Maintain GCC project roadmap on the GCC wiki and in BOX (excel)
Opportunistically solve key challenges (e.g., lack UAT resources, build UAT cert training) for organization
Develop GCC portfolio updates (inserts) for monthly GCC operational reviews
Author periodic project/portfolio updates for GCC Connect
Minimum 7-10 years of experience in a portfolio management role
Bachelor degree (or equivalent experience), MBA a plus
Lean Six Sigma Yellow Belt Certification a plus
Management Consulting experience, with a top-flight firm, a plus
Must have the ability to bring Voice of the Customer (VoC) insights to help with project formation, alignment, prioritization and execution
Intermediate to expert Microsoft Office and MS Visio experience is also required
Highly dependable, motivated and energetic individual with excellent verbal, written, communication and interpersonal skills
Ability to clearly explain/convey/present complex ideas and concepts, both verbally and in written format, as well as the ability to organize information logically and effectively
Must be meticulously detail oriented, resourceful and able to independently exhaust all potential avenues to remove obstacles hindering progress while maintaining a professional attitude
Demonstrated abilities to take initiative, work cross-functionally, empowered to make decisions and stand by them, learn new technologies, work independently as well as with teams
Strong analytical, deductive reasoning skills, sense of urgency, persistence, patience and creativity in problem solving
Excellent organization and time management skills. Able to multi-task and learn quickly in a fast-paced environment, organize work assignments, and establish priorities

Senior Portfolio Manager Resume Examples & Samples

A Master’s degree and/or Ph.D
At least ten (10) years of progressively responsible experience in technology
Current TS/SCI clearance
Operating within the Pentagon/OSD, Military Service or Defense Agency staff,

Senior Portfolio Manager Resume Examples & Samples

Perform review/career path discussions with property managers at a minimum of once a year. Ensure that on-site performance reviews are performed annually
Review and approve operating statements for compliance with approved budgets
Review proposed major expense variances and make recommendations to property owners
Oversee Lease Administration (i.e. rental increases, CPI adjustments)
Oversee the administration of all contracts (maintenance vendors, supplier agreements, construction contracts, etc.) to insure compliance, performance, insurance requirements and cost effectiveness
Manage the bid process relative to capital projects and maintenance contracts, insuring compliance with terms outlined in the management agreements and Cushman & Wakefield, Inc. policies and procedures
Oversee corrective action of open violation and insure violations are removed from the record
Review preventative maintenance programs, tenant retention programs, and emergency preparedness programs for the commercial portfolio
Administer compliance program of building to all applicable Codes (i.e. Local Laws, Fire Safety, OSHA, etc.)
Tour properties on a regular basis and conduct property inspections
Ensure follow-through of any required corrective action
Responsible for administration or creation or modification of commercial property portfolio processes, procedures and associated manuals
Administer special projects assigned by the Senior Managing Director
Internal and special projects for the Company, internal and/or external involvement in committees and organizations

Senior Portfolio Manager Resume Examples & Samples

Oversees the analysis and evaluation of key market statistics and customer requirements to define product strategies and identify product opportunities to expand market share
Evaluates in-depth market analysis and leads business case for optimization of existing products/solutions alternatives and/or to create the next generation of new products
Collaborates with research and development to create products and validate early product definitions
Defines necessary cross-functional go-to-market activities across the company (SDO, Marketing, Services, etc)
BS Degree in Strategy, Marketing, Finance, or STEM
Product management and/or product strategy
Entrepreneurship, self-starting and driving a business, living with ambiguity
4-7 years

Senior Portfolio Manager Resume Examples & Samples

Establish and manage comprehensive project plans including scope, timelines, resourcing needs, goals and milestones in coordination with the project leaders to ensure project is executed within deadline and within budget
Implement stage-gating process and track project milestones and deliverables for the ADM Ventures portfolio
Liaise with project stakeholders on an ongoing basis and ensure Business Unit support
Manage scope, issues and risks on each project; keep teams focused and on task to deliver on outline expectations; remove roadblocks
Make recommendations in regards to investments and budgets. Work with ADM Ventures Finance Director to prepare AFEs and necessary documentation. Works with Commercial leader to build proper business case for approval
Develop best practices and tools to monitor and manage projects, and provide regular summaries to Management. Work as project leader on select opportunities
Collaborate with cross-functional groups within ADM which may include Business Unit Managers, Corporate Communications, General Managers, Marketing, Sales, Technical and other key stakeholders to drive results. Project team members may also include outside organizations
Act as a technical liaison with the R&D community on assessing new opportunities; May meet with start-up organizations to vet technical relevance
Supports the development of the overall strategic plan for ADM-Ventures
May lead a team of project managers
Minimum 10 years in leading Scientific/technical/Engineering projects in a project management group capacity
Relevant experience in both Specialty ingredients and CPG industry preferred
Professional demeanor with good communication (written, verbal and presentation skills) and interpersonal skills
Experience in planning and managing complex projects thru a stage-gate or related process using project and portfolio management tools such as MS Project or other PM tool
Demonstrated experience with MS Office. tools Visio experience desired
Experience in collaborating. influencing and working with matrixed teams to launch new products
Demonstrated ability to interact and influence stakeholders at all levels, across geographies and divisions
Experience in large corporate environments desired
Able to prioritize multiple projects at once and stay organized
Familiar with accounting and finance principles

Senior Portfolio Manager, Trust Resume Examples & Samples

The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client’s objectives
The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance
This person will also be responsible for working with Business Development to increase utilization of Trust and Wealth Services
The ideal candidate will possess an advanced degree and hold or is willing to obtain a CFA or CFP designation
The individual will have at least six to eight (6-8) years of investment related experience and possess strong analytical, organizational, communication and problem solving skills

Senior Portfolio Manager Resume Examples & Samples

Prepare for, analyze data, and conduct quarterly business reviews with key suppliers
4+ years of lab, industrial, or safety industry experience
Bachelor’s degree in business, operations, or a scientific field
Sales, marketing, or other commercial functional knowledge
Candidate must demonstrate leadership and strong relationship management and negotiation skills
Ability to travel 10-15% travel in the U.S. and Canada and a valid passport
4+ years of portfolio management within the lab, industrial, or safety industry
Multi-tasking experience, flexibility, and a functional understanding of time and priority management

Senior Portfolio Manager Resume Examples & Samples

Organize and manage key portfolio sessions and work with Nike Digital Leadership teams to drive an integrated agenda
Lead quantitative and qualitative analytic work that unlocks business insights and drives sound decision-making on key business issues
Collaborate with key partners in a matrixed environment to deliver best-in-class business solutions
This position involves regular communication with senior executives on status, risks, process improvements, and overall product strategy
Assist in the development and communication of strategic plans, scorecards and business solutions through high-impact, executive level presentations
Drive project workstreams to identify and evaluate critical strategic priorities and/or strategic opportunities, and develop recommendations and executable plans to catalyze action
Communication: Develop communication plan and materials for specific initiatives to generate momentum and raise awareness; Compose and distribute timely communication
Act as an internal consultant on transition management strategy/deliverables for regional or global strategic change initiatives
4+ years total experience in Management, Project or Program Management, Corporate Strategic Planning, Data Science, Communications or Transition Management or a related field
Proven ability to support and coordinate the activities of cross-functional teams and provide project management support
Demonstrated ability to conduct quantitative and qualitative research and analysis to drive recommendations
Logical problem structuring and strategic problem solving skills
Superior writing, communication, presentation skills, interpersonal skills and ability to work cross-functionally with senior management, business and technical audiences
Proficiency in Microsoft Word, Outlook, with advanced Mac Keynote/ PowerPoint and Excel skills
Technical proficiencies with program/project management and/or engagement with mobile and web experiences highly preferred
Ability to deal with ambiguity and working in a dynamic, results-oriented environment

Senior Portfolio Manager, Chemicals Resume Examples & Samples

Responsible for the management of the products/suppliers and supplier negotiations
Maintains cross-functional relationships with internal departments including Sales, Marketing, and Supply Chain, among others
Completes basic proformas including cannibalization, conversion or new suppliers with support from manager/finance
Demonstrate leadership and strong relationship management and negotiation skills
The position of Portfolio Manager has a career path toward the position of Portfolio Manager 2, Sr. Portfolio Manager and eventually Category Manager, who leads a team of Portfolio Managers and a large portfolio of product categories
5+ years of lab, product and/or portfolio experience in the chemical industry
Well-developed general business acumen with a thorough understanding of financial data and reporting methodologies, various performance metrics and ROI analyses
Valid passport and the ability to travel 10-15% in the U.S. and Canada
Advanced degree in Business or Science
Confidence and poise to negotiate and manage a relationship with Director and Vice President level supplier partners

Senior Portfolio Manager Resume Examples & Samples

Establishing, constantly improving, and being a thought leader for a credit adjudication and performance monitoring platform
Defining supporting processes, metrics, and reports for line requests, appeals, disputes, and suspensions
Directly managing a third party vendor and potentially 1-2 Credit Analysts responsible for these daily processes
Owning relationships with Account Receivables and external collectors to establish and manage loss mitigation and recovery processes
Creating monitoring tools, metrics and reports to assess portfolio health and identify leading indicators of delinquency risk
Experience managing complex projects with multiple stakeholders
Analytical and problem solving skills, including the ability to recognize non-obvious patterns; comfort with Excel
High attention to detail and desire to roll up sleeves and solve problems at root cause
Effective time management, prioritization, and organizational skills
Growth potential to develop as a senior executive
MBA from top tier institute
Experience managing external stakeholders
Experience managing complex operational processes
Experience in finance or banking

Senior Portfolio Manager Resume Examples & Samples

Assists Senior Director of Portfolio and Program Management in defining the overall strategy and objectives of the MSH Data and Analytics portfolio and recommended investments
Leads special projects/initiatives to support and enhance MSH’s Data & Analytics capabilities and operational excellence as a whole
Collaborates with a range of internal and external experts to understand and prioritize current and emerging business needs within an assigned business segment
Continually evaluates segment-specific products and broader portfolio against evolving stakeholder needs, competitive pressures, and other market dynamics
Works with the Senior Director and other Portfolio Directors/Managers to develop the overarching and segment specific development roadmap, socialize with internal and external stakeholders and build critical buy-in for execution
Builds business cases for key investments and initiatives required to maintain MSH value proposition and provides recommendations to Senior Director of Portfolio and Program Management
Collaborates with other managers responsible for defining product and service requirements, product specifications, and development roadmaps to ensure alignment with portfolio and corporate strategy priorities
Monitors the integration of Data and Analytics solutions into our internal and external customers' clinical and business processes and addresses barriers to optimal execution
Serves as a SME and participates in thought leadership, business development, and other sales efforts
Ensure adherence to all McKesson policies and procedures as well as HIPAA and other laws and regulations regarding privacy and other healthcare related matters
Deep expertise in at least 1-2 sectors of the healthcare industry (provider, payer, pharma, distribution, HIT, etc.)
Leadership experience in business strategy, product development, product management, business process and commercialization
Effective leadership, training and presentation skills to large audiences, and experience in leading multiple, highly-diverse teams to achieve results
Strong stakeholder engagement and influencing skills—in particular, facilitating discussions with technical and non-technical stakeholders
Advanced understanding of a broad range of clinical, operational, and financial metrics utilized in the provider, pharma, payer sectors – e.g., QOPI, PQRS, Meaningful Use (MU), NCQA, MLS, clinical trial outcomes, etc
Advanced understanding of current and emerging healthcare analytics methodologies and applications in various sectors
Work experience in a healthcare delivery setting—in particular oncology and/or population management--preferred
Experience/familiarity with other healthcare specialties a plus
Statistical analysis programming experience, including SAS is plus
Experience in data mining reimbursement claims data, EMR data, and/or Oncology related data is a plus

Senior Portfolio Manager Resume Examples & Samples

40% Portfolio Management and Client Service: Manage individual, trust and/or our institutional assets and investment relationships consistent with the client’s established short and/or long-term investment policies while utilizing HighMark’s investment philosophy. Must to able to construct a portfolio and develop investment policies that maximize portfolio performance consistent with the client’s investment objectives and acceptable level of risk. Develop new and deepen existing client relationships. Strong focus on managing client account retention to meet the company’s annual growth objectives. Promote the role of trusted advisor and be able to resolve complex client account issues
40% Asset and Client Growth: Responsible for growing and retaining assets under management and number of total clients by supporting our multiple distribution partners including Wealth Markets, Institutional Services, Brokerage and Priority. Work with each partner to support new business development, relationship management, marketing and sales. Participate actively to help maintain the group’s historically collaborative culture
10% Leadership: Take a leadership role with other team members of the Bank’s Global and Wealth Market Group to help shape the strategic direction and operating environment for their local office and HCA. Strong oral and written communication skills are critical, coupled with ability to champion high conviction ideas and opinions, and to promote HighMark to our partners
10% Risk Management: Actively ensure compliance with the Bank’s Code of Ethics, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Participate in any required corporate and business line training in these areas. Understand and follow all operating procedures and internal suspicious activity referral requirements and processes, as required for this position. Responsibility for all fiduciary and SEC compliance responsibilities within their accounts

Senior Portfolio Manager Resume Examples & Samples

Manages accounts that often require complex decision making or special handling
Operates within the Northern Trust’s evolving best practice portfolio management framework
Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investments to select assets and manage individual portfolios
Analyzes and plans the overall investment strategy of the trust/agency account with continuous revision of account objectives in the context of client needs
Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, as well as through personal research
Contributes to revenue growth by expanding “wallet share” of existing clients and/or sourcing new clients
Works closely with local management, business development teams, and Investment Consultants in support of corresponding revenue growth plans
Have understanding of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, required to manage portfolios
Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies, usually acquired through work experience and formal education, required to operate within the framework of trust documents
Decision making, sales, and negotiating skills required to guide sensitive or difficult situations through to agreement
Undergraduate and advanced degrees and/or certifications in business, investments and wealth management
High degree of technical acumen
Ability to "master" trading and reporting systems
Proficiency in Excel to organize data
Ability to create analytical models a plus
Demonstrated experience in investment and wealth management
Strong team orientation and desire to work in a team environment
Demonstrated success in client facing roles
Strong desire to continually improve capabilities and learn
Be able to adapt to the changing wealth management landscape
Institutional competencies
Demonstrated success working in a large, corporate environment

Senior Portfolio Manager Resume Examples & Samples

40% Portfolio Management and Client Service
Manage individual, trust and/or our institutional assets and investment relationships consistent with the client's established short and/or long-term investment policies while utilizing HighMark's investment philosophy
Must to able to construct a portfolio and develop investment policies that maximize portfolio performance consistent with the client's investment objectives and acceptable level of risk
Develop new and deepen existing client relationships
Strong focus on managing client account retention to meet the company's annual growth objectives
Promote the role of trusted advisor and be able to resolve complex client account issues
40% Asset and Client Growth
Responsible for growing and retaining assets under management and number of total clients by supporting our multiple distribution partners including Wealth Markets, Institutional Services, Brokerage and Priority
Work with each partner to support new business development, relationship management, marketing and sales
Participate actively to help maintain the group's historically collaborative culture
10% Leadership
Take a leadership role with other team members of the Bank's Global and Wealth Market Group to help shape the strategic direction and operating environment for their local office and HCA
Strong oral and written communication skills are critical, coupled with ability to champion high conviction ideas and opinions, and to promote HighMark to our partners
Participate in any required corporate and business line training in these areas. Understand and follow all operating procedures and internal suspicious activity referral requirements and processes, as required for this position
Responsibility for all fiduciary and SEC compliance responsibilities within their accounts

Senior Portfolio Manager Resume Examples & Samples

Timely complete credit approval requests, quarterly risk assessments, watch list projects, and annual portfolio reviews
Present overall portfolio performance on a quarterly basis to management
Actively participate in meetings with management and those in other business lines, including Credit committee
Organize working meetings to allow for a forum to walk through work-outs, refinances, exits, and other special requests
Make recommendations on processes, procedures, technology, and complex deal issues
Position can be base out of one of our Regional Offices (SD, OC, LA, Walnut Creek, Sacramento, & Seattle)
Ability to plan, organize, and manage multiple projects ad priorities to accomplish deadlines
Ability to work and collaborate with team members in order to achieve objectives
Skill in the preparation and presentation of ideas and information in both formal and informal settings
Ability to react and make decisions quickly under pressure with good judgment
Familiarity with partnership and accounting structures
Comprehensive knowledge of multifamily housing operations, including property management principles and practices
Bachelor’s degree in business, urban planning, public administration or equivalent
Five to seven years of progressive experience in real estate asset management, multi-family housing management, program management of federal housing programs
Knowledge and experience with Section 42 Regulations, Partnership and Tax Compliance

Senior Portfolio Manager Resume Examples & Samples

Postgraduate / Graduate with 10+ years of work experience with experience in managing Collections/Credit/Fraud Operations
Experience/exposure to US market preferred Strong project, prioritization and time management skills
Experience in credit / collections/ Fraud operations
Agency management and/or project management skills preferred
Ability to learn quickly and work independently with complex, unstructured initiatives
Proven ability to successfully multitask and constantly juggle priorities
Ability to partner and influence vendors, peers and management
Ability to manage a large partner relationship

Senior Portfolio Manager, Identity Resume Examples & Samples

Own and operate Agile planning and execution for the eBay Marketplaces Identity organization
Ensure the governance of programs and projects across multiple scrum teams – in multiple geographies - including quality control (e.g. phase entry criteria) and evaluations
Seamlessly partner with key Core Product and Technology (CPT) and Global Customer Experience (GCX) teams to ensure end to end delivery of programs and portfolio success
Establish ongoing cadences with senior leadership on the status of various program issues, identifying opportunities and highlighting plans for mitigating risks
By using a balanced scorecard and program dashboard, establish consistent, objective program performance standards of accountability
Collaborate with Engineering, Product, Analytics, Finance, other Business functions for gathering, structuring, analyzing and reconciling information / data on Projects and other initiatives
Lead the end-to-end planning process for the Identity Initiative, from identification of remaining strategic gaps, to ensuring the accuracy and follow-through of domain allocations
Work with relevant partners to create and improve tools, procedures, and workflows that minimize risk and enhance the delivery experience
Mentor and enable Identity team members to bring forward creative ideas which address practical operational and delivery problems that meet business needs
Educate team members on how to increase program management effectiveness
Assist in maintaining budgets and forecasts to support Customer Connection (our broader Organization) needs and those needed to support management of projects
Partnering with the Identity leadership team, develop high quality communications and presentations on the vision and execution plan for Identity, to be shared with stakeholder teams and the broader organization, including monthly initiative status presentations to our CTO Staff
Partner closely with the Customer Connection Chief of Staff (COS) to help drive and deliver cultural or organizational initiatives within the Identity team
Establish a vendor management and governance process (as required)
A minimum of 14+ years related experience
BA/BS and an MS/MA/MBA or equivalent is desired. PMP and Agile Certifications highly desired
Solid understanding of software development life cycle models as well as expert knowledge of both Agile and traditional project management principles and practices and the ability to blend them together in the right proportions to fit a project and business environment
Experience operating in a fast pace, rapid change environment where matrix reporting and reliance on others is the norm
Skill set requirements are as follows: facilitation, portfolio management and execution, communication with diverse audiences and stakeholders, at a variety of levels, including senior executives, track record of executing across multiple competing priorities
High awareness of cultural differences, company structure and competitor landscape
Familiarity with the eBay customer experience, site and business
Ability to travel (both domestic and international) as per business requirements

Senior Portfolio Manager Resume Examples & Samples

12+ years experience in the investment management arena
25%-50% travel throughout the Northeast
Requires CFA and Advanced Degree

Senior Portfolio Manager Resume Examples & Samples

Performs non-technical project completion using an internal customer perspective; typically from initiation through delivery
Coordinate cross-functional teams through meetings and progress measurement activity which bring distinct, specific projects to completion both on time and within budget
Having broad expertise or unique knowledge, he/she uses skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways
Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles
Exercises independent judgment in methods, techniques and evaluation criteria for obtaining results
Creates formal networks involving coordination among groups
Acts independently to determine methods and procedures on new or special assignments
Typically requires a minimum of 12 years of related experience with a Bachelor's degree; or 8 years and a Master's degree; or a PhD with 5 years of experience; or equivalent experience

Senior Portfolio Manager Resume Examples & Samples

Prepare and facilitate roadmap, dashboard and business review sessions
Recommend solutions to solve cross product/domain/functional resource conflicts, as needed
Collaborate with Financial teams to ensure proper budgeting, offsets, forecasts and capitalization of assets are achieved
Manage an IT investment portfolio $25M+
Analyze portfolio performance and recommend changes in investment mix to achieve goals
Proactively identify and present opportunities that address challenges faced by the organization and drive a competitive advantage
Contribute to portfolio management discipline best practices and other continuous improvements

Wealth Senior Portfolio Manager Resume Examples & Samples

Support the new business efforts of Wealth Advisors and Personal Trust Specialists in the marketing and selling of investment management and fiduciary services
Work with Wealth team members in formulating investment strategies aimed at capturing new investment assets
Assist the Regional Director of Portfolio Management with training and development of other department personnel and with the supervision of other regional portfolio managers and administrative staff assigned to the department
Bachelor's degree in Business or a related field, or equivalent education and related training
Ten years of progressively more responsible investment experience
Demonstrated leadership, personnel management, and project management skills
Master’s degree in Business or graduate degree in a related field
Chartered Financial Analyst (CFA) certification
Ten years investment management experience

Senior Portfolio Manager Resume Examples & Samples

10+ years demonstrated experience in project portfolio management and/or project delivery using varied delivery approaches and deliverables (i.e. internally and externally developed solutions, as well as ‘packaged’ solutions)
Demonstrated experience building effective relationships with technology, product and functional leaders to negotiate, influence and resolve the conflicting needs of stakeholders
Proven track record of delivering IT projects in a fast paced, large, complex, matrix environment

Senior Portfolio Manager Resume Examples & Samples

Develops and executes strategy for annual cross functional project prioritization proces
Defines goals & objectives and develops prioritization methodology, communicates to stakeholders
Leads preparative meetings to establish project pipeline with key stakeholders
Facilitates, coordinates and drives group review meetings (Global Process Owners and other functional leaders)
Follows up and presents final project proposals
Communicates and closes out items within project management tools
Manages weekly cross functional system enhancement review process
Prepares weekly summary from Demand Management system
Facilitates meetings with cross functional business leads and drives actions to completion
Drives periodic communication across all functions
Coordinates approved projects
Assesses overlaps & potential resource constraints
Manages risks and solves complex problems
Drives status accuracy and project updates (in agreed project mgmt. tool)
Creates and delivers communication across functions
Works extensively with internal stakeholders and governance bodies to build effective relationships
Facilitates Global Customer Process project pipeline reviews
Proactively drives project/enhancement tool accuracy
Reviews and drives accurate delivery dates and statuses
Drives consistency & resolves issues across multiple teams & systems: ServiceNow, Clarizen & project trackers
Drives demand system & process improvements
Drives continuous improvement for demand creation to improve accuracy and enable organizational objectives
Drives continuous improvement for holistic demand process to evaluate issues
Drives improvement of overall demand tool to better support project analysis & prioritization
Maintain training materials
Periodic delivery with users, IT and integration teams
Program & project status reporting and metrics
Develops and publishes appropriate KPIs
Reviews and identifies stagnant projects & demands and drives resolution
Experience working for a Global organization across multiple functions & regions
Use of MS Visio
Highly pro-active & ability to work independently
Enthusiastic and a passion to learn and develop
Ability to influence & build strong relationships
Experience in IT, Telecommunications or data industry
Lean Six Sigma green certification belt preferred
10 years in project/program mgmt. role

Senior Portfolio Manager Resume Examples & Samples

Collaborate with Product Management teams across our business groups to help them develop objective, defensible product business cases for recurrent Product & Portfolio Review sessions with senior leaders
Review draft business case submissions to assess objectivity, completeness, and alignment to internal standards; provide critical feedback to the Product Teams and if necessary present independent/alternative assessment to senior leaders
Facilitate discussion and decision-making sessions for the Portfolio Management team, broader Product teams, and the HERE Portfolio Committee/Senior Leaders
Analyze the HERE Total Portfolio to ensure alignment to our Strategy; develop criteria and standard “lenses” through which we assess overall portfolio health and by which we frame recommended portfolio adjustments
Build & maintain expertise in our overall Product Portfolio, our HERE Strategy, and our key market segments; look beyond the basic financials to ensure business cases and total portfolio analyses consider 2nd/3rd order effects and strategic potential
Partner with adjacent teams (Strategy, Innovation, Rapid Deal Response, etc.) to ensure our total Portfolio Views remain comprehensive and coherent
Maintain overall configuration control for our Product Portfolio Taxonomy; Product Nomenclature & Hierarchy, and standard Business Case/Review templates
Communicate Portfolio Management processes & standards to relevant stakeholder groups to drive transparency
Undergraduate Degree Required; 10+ years of experience
Exceptional Analytical Capabilities; framing, data gathering, modeling, analysis
Excellent oral/ written communication, presentation and facilitation skills required
Strong collaboration and relationship-building skills; ability influence and manage others without direct authority
Advanced knowledge in Microsoft Office applications required, specifically PowerPoint, Excel and Word
Ability to function and self-motivate in a fast-paced, highly-matrixed and often ambiguous environment
English fluency required
Domestic and International travel (up to 20%) required

Senior Portfolio Manager Resume Examples & Samples

Manages equity and fixed income portfolios with oversight provided through the Investment Policy and Strategy Committee (IPSC)
Conducts research for equity securities, equity markets, and fixed income markets including: industry dynamics, supply and demand factor, valuation, dividend yields, competitive position, economic and political factors, spread relationships, etc
Maintains knowledge of the equity and fixed income markets including: industry dynamics, supply and demand factors, valuation, dividend yields, competitive position, economic and political factors, spread relationships, etc
Maintains knowledge of and provides insights on domestic and global economic activity
Interacts with the administrative staff of WMG to determine and establish appropriate equity portfolio objectives and diversification
Maintains client contact both individually and in conjunction with Administrative Service teams in their ongoing client contact calling programs
Implements equity and fixed income trades and maintains working relationships with the brokerage community
Provides written reviews and an analysis for presentation to IPSC for ultimate distribution to the Administrative and Business Development Staff
Assists in business development staff with preparation of presented material
Effectively communicates Stewart Capital Investment Process, Investment Policy and views on the financial markets to Wealth Management and Bank staff
Responsible for communication with clients in person and over the phone, pertaining to all investment related topics
Maintains a good working relationship with all bank employees. Possess the ability to work independently. Demonstrates strong interpersonal skills and is motivated to work as a team player to contribute to the success of the department and in turn, the organization
Communicates Stewart Capital economic and market views with various media including print and electronic media
Communicates Stewart Capital economic and market views in various public forums
5-10 years: Specialized experience: prior Wealth Management, investment analysis, and/or capital markets experience

Senior Portfolio Manager Resume Examples & Samples

Oversight of incoming FDP's
Assisting senior management with continuous portfolio management (status, projections, resource planning, new request monitoring)
Ongoing budget reviews (actual vs budget analysis, projections, periodic reporting)
Projected cost in the future across the portfolio
Perform analysis to understand resource commitments, burn rates and total program costs at completion
Working directly with development teams to resolve conflicts and highlight portfolio changes
Requires a high level of collaboration across multiple teams and roles
Act as a key point of contact for E&E assigned team for FDP process
Working with several team in the organization facilitating the estimation process and coordinating with Strategy and execution
Facilitate the project forecasting process for assigned teams and provide revised forecasts and variances to management on a monthly basis
Timely reporting of actuals to forecast as well as key project changes, variances, and risks
Ensure all team managers are aware of the impacts and can justify changes appropriately
Coordination of the annual budget process and working across teams to meet submission timelines and requirements
Ensure alignment across areas
Provide management with reports and work with more senior members of the team on recommendations and outcomes throughout the process
Maintain the systematic flow of projects into the portfolio and out of the portfolio for project closure
Managing the workflow and updates to JIRA and Workday projects
Work with Finance to balance budget specifically around professional fees
Managing the pro fee forecasts, working with the teams to enforce exit plans for those running over budget, escalating issues to management, and ensuring resources are aligned to appropriate funding
Minimum 3-5 years related project, portfolio, or program management support experience
Solid experience with portfolio demand management and resource staffing management
Ability to understand and augment Pivot Tables
Use of advanced concepts including SQL and macros considered a plus
Excellent analytical, organizational, and communication skills are a must
Ability to handle multiple tasks and priorities
Familiarity with project management methodology and best practices is a plus
Experience in the IT industry working with multiple concurrent projects is a plus
Excellent proficiency with Microsoft Office Suite, PIVOT tables
Proficiency with Jira and portfolio management tools is a plus
3 to 5+ Years Relevant Experience is Typical

Senior Portfolio Manager Resume Examples & Samples

Research market(s) and competition
Make sound and strategic investment proposals with a focus on digital and multimedia content
Contribute to and implement effective strategy for list
Work with key stakeholders and customers in our global regions and maintain relationships with the IBO

Senior Portfolio Manager Resume Examples & Samples

Updating the pricing framework. Defining the suitable forecasting model and assessing the impact of regulatory changes to capital, liquidity and advanced internal ratings based (AIRB) model
Calibration of the quantitative underpinnings of deal evaluation frameworks, such as hurdle rates and benchmarks
Providing assistance in reviewing and analysing proposed model changes
Validating the model and model usage, ensuring that the output reflects the true value or cost to the firm entering into the transactions
Investigating and presenting strategic options for return on tangible equity (ROTE) optimisation for the Bank, including optimal portfolio compositions and balance sheet utilisation
Working with team members to develop a framework which enables the optimisation of the Corporate Bank portfolio that is sensitive to particular constraints
A strong analytical background an willingness to work on large, complex datasets
Proficiency in SQL, SAS or R and an excellent methodological understanding of topics such as portfolio theory, profitability measures, capital calculation and risk measures
An understanding of credit risk modelling, including the regulatory BASEL I/II/III framework, CRR and IFRS9
The ability to act independently, prioritise your workload and see projects through to the end with the highest quality
Excellent stakeholder management skills and being able to operate as part of a team
Good project management skills and experience in delivering high quality verbal and written analysis

Senior Portfolio Manager Resume Examples & Samples

Manage a portfolio of commercial accounts – typically 15-30 relationships
Maintain working relationships with customers and/or Agent banks
Prepare Flagstar Approval Memos and Modifications (for new approvals, renewals, amendments, etc.)
Work with the Relationship Manager to discuss appropriate credit structures using in-depth credit analysis and industry and company research while also ensuring compliance with all external and internal policies
Collect and track borrower financial information (statements, borrowing base certificates, leases, guarantor information) & test loan covenants
Set up required reporting and covenant tracking ticklers for new customers
Special projects as directed by management
Attend Credit & Sales Team Meetings, approval Committees and Deal screening meetings

Senior Portfolio Manager Resume Examples & Samples

Participate in the credit approval process for new business opportunities, including gaining an immediate understanding of prospective customer’s financial performance, analyzing available collateral, and reviewing compliance with Bank credit policy
Negotiation of documentation and coordination with syndications group as required
Lead closing process of approved new business opportunities
Recommend appropriate structure changes or account management strategies based on changes or anticipated changes in client business
Visit selected customers, in-person, at least twice annually; An agenda for customer visits should be prepared so that meetings are as productive as possible
Provide a proactive assessment of credit grades
Work with Operations professionals to ensure appropriate level of monitoring is in place, including but not limited to
Bachelor’s degree in finance, accounting or related field required; MBA or equivalent graduate degree preferred
Ten years of commercial banking experience required, including extensive experience managing ABL transactions and portfolios
Must have excellent interpersonal and communication skills, both verbal and written, with ability to communicate with all levels of employees, management, and internal committees
Must be proficient with organizational skills, ability to identify and solve problems or issues, and ability to manage multiple projects
Proficient in Salesforce and MS Office products (Word, Excel, Power Point)

Senior Portfolio Manager Resume Examples & Samples

Requires a bachelor's degree
CFA or MBA or equivalent highly preferred
Minimum of 10 years investment or finance experience required
Minimum of 5 years of portfolio management and investment research experience required
CFP or CPWA preferred
Familiar with the High Net Worth Client Profile and objectives as well as trading, marketing and research functions
Complete knowledge of the investment industry along with ability to analyze, interpret and present statistics in both written and oral presentations
Ability to interact with senior management on a regular basis
Ability to represent the Company at professional and business functions in a competent manner
Ability to exercise independent judgment consistent with department guidelines
Ability to influence within own department and across the organization
Travel required to various client and vendor locations

Senior Portfolio Manager Resume Examples & Samples

Build relationships with other teams supporting the investment process
Help in monitoring and managing risk across products that invest in multi-asset strategies for Defined Benefit and Defined Contribution clients
Maintain strong relationships with Product Strategists, other Portfolio Managers, Trading, model portfolio partners, and other groups which support the IAA business
Inspire a team of portfolio managers through excellent career development and performance management practices
Support and drive the evolution of the investment platform and leverage the power of Aladdin and BLK risk tools in all aspects of portfolio management
Ensure the business remains efficient and that operational risk is tightly controlled
Continue to evolve the investment process in a way that allows us to adapt to the increasingly complex demands of clients, drives scale and reduces operating risk
Skills & Experience Required
Preferred 10+ years experience in the investment industry with an interest in and thorough understanding of asset management, equity markets, operational processes and trading
A track record of success as an investor and allocator within portfolio management
Excellent analytical and problem solving skills coupled with a strong attention to detail
Strong presentation, organizational and communication skills
Preferred Bachelor degree in Finance, Economics, Statistics, or Mathematics
Excellent quantitative skills, as evidenced by formal training in econometrics or statistics, and extensive experience in utilizing those skills within a financial services institution
Experience managing numerous investment professionals in a complex environment
Effective communication skills, both written and verbal
Outstanding interpersonal characteristics, reputation, and team orientation, which will enable her/him to command the confidence, loyalty, and respect of investment colleagues and external constituents
Connections with the industry and an understanding of the needs and demands of clients
Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment. Curious and self-motivated

Senior Portfolio Manager Resume Examples & Samples

5 to 7 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience
Bachelor's degree or an additional 2 years of the above work experience
Consumer Lending experience preferred
Personal Tax Cash Flow analysis training and experience
Well organized with attention to detail
MS Suite proficient and Internet proficiency

Senior Portfolio Manager Resume Examples & Samples

Utilize discretion in contributing to the management of $ 3.8 billion of local currency denominated assets, helping to set investment strategies and support trade execution. In addition, oversee the management of Emerging Markets Local currency and interest rate investments on $ 18 billion of Benchmarked and Total Return strategies
Ensure rigorous investment strategy and best practices
Collaborate with team members and share responsibility for macro-economic analysis of various sovereign issuers
Develop financial models to provide critical signals in bonds and currencies in developing markets
Responsible for the Day-to-Day Management of HSBC’s Emerging Markets local portfolios. Independently develop and execute investment decisions on currency exposure, duration weighted exposures, curve positioning, issuer concentration
Write market commentary and provide investor updates as needed
Work in a team based environment to deliver on client objectives for local rates and currencies portfolios
Participate in and contribute to team discussions to develop the overall investment thesis
Bachelor's Degree related to finance, economics, and / or sovereign analysis. Graduate Degree preferred
Minimum of eight years of portfolio management experience required
A proven track record in delivering alpha in EM Local debt and currency mandates
Knowledge of Emerging markets and Risk Management practices required
Strong macro-economic background
Proven track record of being a team player in a high performing team

Download Senior Portfolio Manager Resume Sample as Image file

Related Job Titles

Client Portfolio Manager Resume Sample

Senior Manager / Director Resume Sample

Project Portfolio Manager Resume Sample

Senior Territory Manager Resume Sample

Senior IT Manager Resume Sample

IT Portfolio Manager Resume Sample

Senior Manager Digital Resume Sample

Senior Group Manager Resume Sample

Global Senior Manager Resume Sample

Digital Senior Manager Resume Sample

Manager Portfolio Resume Sample

Portfolio Senior Manager Resume Sample

Browse More

Senior Portfolio Manager Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Senior Portfolio Manager resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Senior Portfolio Manager Resume Examples & Samples

Portfolio Manager / Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

VP-senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager, Multi Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager, Fixed Income Resume Examples & Samples

Cret Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Index Solutions Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager, PAM Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager PQI Resume Examples & Samples

Senior Portfolio Manager, UK Resume Examples & Samples

Emerging Markets Debt Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager Resume Examples & Samples

Senior Portfolio Manager, Beta Strategies Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume