Manager, Portfolio Management Resume Sample
Work Experience
- Three to five years of experience in media planning, including two to three years’ supervisory experience
- Presents plans to day-to-day clients as well as clients’ retail and food service stakeholders
- Identify and evaluate new business opportunities for senior management, including in/out licensing projects, collaborative R&D agreements, joint ventures and mergers and acquisitions
- Work closely with the Corporate Business Development team to evaluate opportunities and help make good business decisions
- Manage the product launch process for all new Sun generics
- Work closely with cross functional departments to collect and review data and monitor market opportunities
- Perform quantitative analyses (including pro-forma financial modeling, valuation, accretion/dilution, IRR/NPV, etc) on new opportunities
- Manage agreement negotiations, contract development, due diligence and other business/alliance expansion projects
- Create and lead summary presentations for/to executive management team
- Monitor competitive developments and establish new sources of competitive intelligence
- Establish dialogue with investment bankers, attorneys, consultants and other intermediaries to ensure proper deal flow
- Monitor and enhance business development processes
- Responsible to lead and coach the department’s employees
- Any other projects assigned within scope of portfolio management
- Experience in automotive media planning highly sought
- Maintain UroPH Product Portfolio process and align with divisional planning cadence (strategic plan, op plan). Influence division portfolio investment decisions with actionable analysis and recommendations. (e.g. portfolio mix, innovation matrix, franchise R&D allocation)
- Foster a consistent franchise and category team structure across the division. Provide tools and resources to ensure consistent analysis and robust recommendations (products, programs, evidence)
- Act as a thought partner with franchise and category teams in the development of business cases, new product proposals and product investment proposals
- Drive resource planning process. Proactively work to develop resource risk and mitigation plans and various scenarios to ensure implementation of top priority programs
- Partner with R&D in the facilitation of PIB and TDP
- Support EGPNA’s position in ISO/RTO and regulatory matters, which includes determining the financial/ operational impact of regulatory changes
- O Drive strategic-level portfolio decisions via total portfolio analysis, individual business case preparation, and facilitation of Portfolio Reviews
- Supervise and manage the performance of Supervisors and other Portfolio Management department employees
- Recruit, develop, and retain staff, partnering with Senior Management, Recruiting, and Human Resources. This includes on-boarding and orientation for new hires
Education
Professional Skills
- Proven leadership skills; ability to drive and motivate team to achieve results; ability to influence and inspire action
- Proven experience influencing, aligning and holding stakeholders to account
- Professional Manager level experience in a large, matrixed enterprise environment, including experience directing virtual project teams
- Sound problem solving and critical thinking skills
- Experience in Digital Planning with strong ability to lead the media planning process
- Between 5–10 years of work experience, including experience in either the telecommunications or real estate industries, required
- Strong working knowledge of UHC/ Optum technology assets and how business and IT interact and operate together
How to write Manager, Portfolio Management Resume
Manager, Portfolio Management role is responsible for financial, modeling, reporting, negotiation, analytical, leadership, finance, retail, credit, securities.
To write great resume for manager, portfolio management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager, Portfolio Management Resume
The section contact information is important in your manager, portfolio management resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Manager, Portfolio Management Resume
The section work experience is an essential part of your manager, portfolio management resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, portfolio management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, portfolio management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager, Portfolio Management resume experience can include:
- Excellent Communication & Customer skills, Analytical and Problem Solving, Conflict Management, Listening, Time Management and Interpersonal skills required
- Excellent oral and written communications skills and experience interacting with both
- Strong technical skills in Microsoft Office Suite including MS Project
- Proven analytical skills, capacity to complex data and develop reporting/conclusions
- Enthusiasm, resourceful, sense of urgency, and analytical with good organizational and stakeholder management skills
- Excellent communication, presentation, collaboration and negotiation skills
Education on a Manager, Portfolio Management Resume
Make sure to make education a priority on your manager, portfolio management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, portfolio management experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Manager, Portfolio Management Resume
When listing skills on your manager, portfolio management resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical manager, portfolio management skills:
- Demonstrates good judgment in decision making; applies knowledge and past experience to guide decisions
- Builds and leads an effective portfolio management team, ensuring the right balance between finance and portfolio management experience
- Advanced level skills in Microsoft business applications including Word, Excel and Outlook
- Effectively communicate verbally and in writing with individuals across all levels the organization
- Oversee Supervisors to effectively manage all open projects
- Coach and train assistant PM and project team members to improve project knowledge and skills within the CTO Division
List of Typical Experience For a Manager, Portfolio Management Resume
Experience For Senior Manager, Portfolio Management Resume
- Good knowledge of real estate market with regional experience
- Manage prioritisation processes and provide reporting across requests through the prioritisation and subsequently across delivery
- Proven experience in verbal and written executive level communications
- Broad business and managerial knowledge and experience in program, project and portfolio management
- Manage the process to evaluate, prioritize and initiate technology investments
- Own the demand process end to end including subsidiary processes like prioritisation, ARB, IRB, continuous Improvements, KPIs, SLAs and monthly reporting
- Ensure there is good quality materials and communication on processes
Experience For Senior Manager Portfolio Management Resume
- Identify products for redeployment as microservices, managing requirements gathering and implementation of services
- Knowledge of wireless tower industry, including knowledge of ground leases and easements, tower lease management, rooftop contracts, and related legal matters
- Develop and maintain the Finance and IT program portfolio, in coordination with existing PMO’s within Finance & IT
- Identify and advise program leaders on management and reporting standards and use of project tools
- Modifies personal approach and style to reflect changing circumstance
- Provide leadership, direction, and coaching to business teams
- Manage multiple initiatives and identify and resolve operational challenges
- Ensure transparency on the global program portfolio
Experience For Senior Manager Portfolio Management & Transformation Initiatives Resume
- Identify risks, together with the Senior Director Programs Management Finance and IT, and work with key PMO’s/stakeholders to ensure mitigation plans are in place
- Track on initiatives achievements and include this information also in the report back
- In collaboration with the Demand Management team, ensure smooth and proper execution of all the demand management processes across the company, and escalate incidents when required
- As conflicts and escalations arise, identify solutions and propose these to the relevant stakeholders and support their resolution in a timely and appropriate manner
- Identify, address and implement improvement potential for the demand management process, in close collaboration with involved teams e.g. the PMO’s of the different functions and the Process Improvements team of the Finance & IT Strategy and Programs department
- Establish a strong collaboration across Finance and IT PMO’s and other relevant company PMO’s
- Ensure proper project related methodologies exist, and act as an ambassador as well as develop training material to secure usage and compliance, in collaboration with other PMO’s and with the Transformation team
- Drive integration of Agile into our processes and reporting
- Provide comprehensive expertise for assigned area of responsibility towards team and business partners
Experience For Um-manager, Portfolio Management Resume
- Define and facilitate portfolio governance processes and best practices
- Ensure alignment and drive communications across organization
- Define tool standards and management of systems
- Maintain visibility around a holistic view of the status and health of the portfolio and/or project office
- Identify general themes in project and/or portfolio performance and recommend solutions
- This role supports a team who delivers or assures the delivery of global, regional or functional projects to their agreed specification and quality parameters, on time, within budget in order to successfully execute Company strategies
- Produce/ contribute to project and program reports
Experience For Manager Portfolio Management Resume
- Reports on a program and projects, liaising independently with Business Relationship Managers and Delivery Managers supporting the top strategies of the relevant EPO and business unit
- Participate in coordination of resource management including IT resources, business resources and vendor resources
- Leverages relationships with key customers to support business needs
- Decisions impact business unit or functional results
- Provide Optum Tech and business stakeholders "intelligence" on the health of the portfolio
- Work closely with Facilities Management team to address any facility/security concerns from tenants
- Well versed with real estate valuation, property market and industry practices
- Understand the organization's strategic vision, product and financial strategies, business capabilities, key business metrics and technology imperatives
- Partner with business and technology stakeholders to execute the portfolio strategy to achieve organization objectives, maximize value and optimize technology resources
Experience For Assistant Manager, Portfolio Management Resume
- Critically evaluate technology investments by aligning to organizational strategies, quantifying true-north value metrics and assessing availability of resource capacity
- Validate investment readiness by confirming inventory of groomed program backlogs with defined capabilities, features and user stories, establishing minimal viable product and aligning business partners with the appropriate program delivery teams
- Design and maintain metrics that provide visibility to business and technology stakeholders on the health of the overall portfolio, benefit realization, resource availability, groomed backlogs and delivery readiness
- Direct cross-functional teams, and be a change agent, fostering a “learn by doing” environment
- Identify action required on the investment portfolio and formulate recommendations to business and technology stakeholders
- Ensure the involvement of key stakeholders in the portfolio management process
- Plan and implement SingTel Group’s real estate master plan to maximize the value of Singtel’s properties. Rationalize, plan, consolidate accommodation to ensure optimal space usage and maximise returns from real estate. Negotiate with the relevant government authorities, such as URA and SLA to enhance the value of properties
- Participate and lead in aspects of the planning and implementation of new corporate development projects, in particular in carrying out financial feasibility analyses and modelling studies
- Work with professional valuers to conduct assessment on property values, review valuation reports and carry out analyses to assist with property portfolio review exercise
Experience For Manager, Portfolio Management Group Resume
- Provide advice and support to business units on any procurement of real estate and represent Singtel users in all property acquisition or divestment negotiations
- Facilitate the administration of any property related acquisition or divestment, beginning from the property selection process to the final execution of documentation
- Experience in a managerial position with experience handling real estate and property development
- Develop compelling business cases, financial models, and data-driven recommendations for potential new digital product opportunities
- Quantitatively set product and business goals and conduct performance analysis on new and existing products to determine level of goal achievement
- Create and deliver presentations that clearly define strategic opportunities, drive consensus and compel decision-making
- Assist with short and long term product roadmap planning as needed
- Assess existing products' performance based upon input from internal/external sources
Experience For Um-senior Manager, Portfolio Management Resume
- Well versed with development and real estate valuation, property market and industry practices
- Resourceful, analytical and able to work independently
- Self-motivated, results driven, team oriented, and ability to work cross-functionally and motivate others to take action
- Lead and manage the day-to-day operations and staff of the Mortgage Banking Team, including the RRSP Investor Mortgage business and the Mortgage Subsidy business. The Mortgage Banking Team is customer-facing and deals directly with the administration of these specialty mortgage portfolios
- Ensures appropriate sponsorship
- Great at stakeholder management
Experience For Manager, Portfolio Management Resume
- Agile Project Management tools
- Ensure that all technology requests follow the demand management process
- Provide input and recommendations of requests on alignment to strategy
- Provide oversight, governance, deep dives on projects once in flight
- Conduct and maintain financial and marketplace assessments to identify new growth opportunities for the business
- Conduct build/buy/partner analyses to determine optimal route to market approach
- Help identify and assess the value of external product and technology partners that can be enlisted to grow our core businesses and help launch new products
- Create and deliver presentations to senior management and internal stakeholders that clearly define strategic opportunities
- Identify and implement new internal tools and solutions to improve operational efficiency and costs savings across all product and technology divisions
Experience For Senior Manager, Portfolio Management Resume
- Partner with cross-functional product teams to achieve the portfolio roadmap based on overall capacity, velocity, and key competitive insights
- Manage development of business cases for potential new digital ventures, products, platforms, and devices
- Help oversee program/project implementation metrics (schedule, budget, resources) and assist with risk mitigation and communication
- Product lifecycle management for assigned products: product management, developing requirements, acceptance testing, marketing and launch plans, outcomes reporting and analysis, development of health product descriptions. and continuous innovation of the product
- Develop multi-modal, interactive products and services for population health management and health behavior change solutions
- Identify opportunities to implement chatbot and automated communications systems to improve engagement
- Proactive liaises with the Research team to ensure highest level of investment knowledge related to BHIMI’s mandates and the investment industry
List of Typical Skills For a Manager, Portfolio Management Resume
Skills For Senior Manager, Portfolio Management Resume
- Strong real estate financial feasibility and financial modelling skills
- Excellent interpersonal, presentation, communication and negotiation skills
- Strong negotiation, organizational and stakeholder management skills
- Demonstrated 5+ years of project and program management experience delivering multiple large and complex programs/projects
- Superior reporting and data analysis skills
- Well-developed informal influence & persuasion skills
- Intermediate analytical and organizational skills
- Expert knowledge and demonstrated experience with program management discipline and governance framework
Skills For Senior Manager Portfolio Management Resume
- Support the relevant project technical teams to deliver effectively
- Working knowledge of UnitedHealthcare/ Optum technology assets and how business and technology interact and operate together
- Proven track record leading, developing and coaching teams
- Professional IT management experience in a large, enterprise environment driving change and/or operating complex systems
- University graduates with 5 years marketing experience in the banking industry
Skills For Senior Manager Portfolio Management & Transformation Initiatives Resume
- Three to five years of experience across all media planning platforms (including digital, tv, radio, print, etc.)
- Support initiatives aimed at providing a more digital experience and re-imagination of the home buying/ownership process
- Three to five years of experience in media planning with some knowledge of the digital media planning landscape (display, search, social, programmatic, etc.)
- Experience in real estate marketing and leasing
- Relevant working experience
- Demonstrates creativity, and independent thought when solving problems
- Experience developing digital solutions across mobile, web and tablet
Skills For Um-manager, Portfolio Management Resume
- Experience in working within a global PMO or Portfolio function
- Experience delivering global programs throughout the software development lifecycle
- Demonstrated ability to develop relationships with all levels of the organization up to and including executives
- Project Management (and/or Program Management) experience in a large, enterprise environment driving change
- Experience managing project teams of 10 or more people
- Experience in grooming a program backlog with defined capabilities, features, and user stories
- Experience driving decisions and change across organizational boundaries
Skills For Manager Portfolio Management Resume
- Proficiency using technology tools (Microsoft Office Suite) and experience with SharePoint or a similar collaboration tool
- Three to five years of experience across all digital media planning platforms (display, search, social, programmatic, etc.)
- Work experience in media planning
- Three to five years of experience in media planning across all channels (digital, TV, radio, print, OOH, display, etc.)
- Excellent knowledge of MS Office including Project, Word, Excel and PowerPoint
Skills For Assistant Manager, Portfolio Management Resume
- Project Management experience, preferably with some Program Management
- Professional Manager level experience in a large, matrixed enterprise environment
- Portfolio Management experience
- Health care benefit experience in a Medicare managed care environment
- Numerical & strong logic
- Experience with software development projects
- Strong professional work behaviors (attendance, teamwork, time management, follow through)
- Experienced program manager with a focus on innovation and creativity
Skills For Manager, Portfolio Management Group Resume
- Build strong relationships to enhance collaboration
- Experience in Risk Management is an asset
- Experience with EPPM, PlanView, Microsoft Project Server
- Experience with SDLC projects and programs
- Use appropriate and effective communication methods to Senior Management as well as project stakeholders and follow-up across all functions
Skills For Um-senior Manager, Portfolio Management Resume
- Monitors the portfolio and interacts regularly with internal customers and other stakeholders to ensure good visibility into and communication of the portfolio
- Good knowledge of real estate market, local planning regulations and land laws
- PPM Optics experience
- Experience with EPMO
- Understanding and developing simplified processes around governance, reporting and demand management across the whole of technology
- Understanding of geo-location, behavioral and contextual targeting strategies
- Ensuring understanding and adoption of the processes, tools and templates in a global environment
- Working knowledge of Agile software development methods
Skills For Manager, Portfolio Management Resume
- Understanding of Scaled Agile Framework and Agile management tools (e.g., Rally), inclusive of the basic fundamentals of iterative development/delivery
- Improving Project Performance
- Expert analytical capabilities, with working knowledge of credit risk models including the models underlying regulatory and economic capital
- Collaborate closely with internal teams to develop a robust reporting infrastructure, capable of delivering automated reporting and enhanced visual analytics
- Manage client’s expectations and influence key stakeholders and senior management on key project issues and decisions to ensure the final project performance meet or exceed agreed standards
- Collaborate with the TAPP and Operations teams and other internal stakeholders to ensure all interactions with landlords maximize the Company’s financial interest and improves landlord relationships
Skills For Senior Manager, Portfolio Management Resume
- Synthesizes project level data into holistic portfolio view, aggregating portfolio risks and status for Executives decision-making
- Committed to developing simple and future-proof solutions to business issues and balancing need for customer service
- Develop various P&L and forecasting tools providing valuable insights into longer term profitability of HEF clients at a granular level
- Collaborate with HEF Pricing team, Decision Sciences and external vendors to expand pricing capabilities
- Lead resources in documenting business cases and strategic plans including financial analysis, impacts and value
- Execute the monthly reporting/dashboards on the progress of the Finance and IT program portfolio and further develop reporting methodologies
- Assist with defining and executing the portfolio strategy
List of Typical Responsibilities For a Manager, Portfolio Management Resume
Responsibilities For Senior Manager, Portfolio Management Resume
- Project Estimating & Planning
- Deep understanding of the delivery methodologies of Agile and SDLC
- Maintain understanding of the Home Equity market relative to RBC business goals
- Actively stakeholder with partners in national office, including Sales teams across the country
- Research trends to remain market leaders, and develop new methodologies or tools to enhance existing competences
- Direct complex projects affecting multiple functions or businesses
- Serve as a dedicated resource working directly with senior division leaders and staff to support the solution delivery
- Agile Methodology – Working Knowledge
- Financial Management & Project Accounting
Responsibilities For Senior Manager Portfolio Management Resume
- Success in managing junior staff
- Responsible for taking large, company-wide, mission critical programs from ideation through final implementation and go-live
- Gain knowledge of our ServiceNow products and stay current with up-and coming releases
- Able to think independently and out of the box to create meaningful products and services for target customer segments
- Prepared to take on additional tasks and manage multiple projects/initiatives independently
- Be comfortable to work across business lines and departments
Responsibilities For Senior Manager Portfolio Management & Transformation Initiatives Resume
- Self-motivated with the ability to work independently and as part of a group
- Builds positive relationships with internal and external groups
- The ability to think creatively and ensure solutions meet stakeholder needs and are fit for purpose
- Typically require a tertiary qualification in an IT discipline or related field
- Think creatively and ensure solutions meet stakeholder needs and are fit for purpose
- Proficient in MS Office products (Word, Excel, PowerPoint, Visio)
- Strong skills in critical thinking and analysis, meeting facilitation, verbal and written communications, and interpersonal interactions (e.g. partnering, conflict management, consulting, etc.)
- Working experience
Responsibilities For Um-manager, Portfolio Management Resume
- IT project management experience in Insurance or Financial industry ranging from large scale, full lifecycle deployments to small project initiatives
- Experience managing a team of sub-ordinates to manage project and IT business requirements related tasks
- Monitor strategy results to understand trends and overall effectiveness
- Lead initiatives related to Anchor, Nurture and Renewal activities supporting the back-book management of the HEF portfolio
- Proactive & flexible, and able to work under pressure
- Certifications in Agile, Lean, and/or Project Management
- In a supervisory role
- Actively test into various markets and segments in order enhance existing renewal treatment plans. This includes the ability to closely work with Regional teams to deliver the optimal solution to a diverse client base
Responsibilities For Manager Portfolio Management Resume
- Leverage data driven capabilities and develop business strategies to optimize revenue and increase market share
- Advanced P & L knowledge
- Advanced market knowledge in assigned category
- Partner with the business units; understand the strategy and driver to make sure that projects meet the requirements
- Drive for high quality, actionable results
- Project 3rd Party Management
- Project Governance & Assurance
- Change & Transformational Programs
- Work autonomously and in a group
Responsibilities For Assistant Manager, Portfolio Management Resume
- Project management, Finance, and operational expertise
- Highly collaborative with the ability to influence behavior across the organization with other teams, such as infrastructure, auditors, security personnel etc
- Manage a team of world-class program and project managers
- Use ServiceNow technology and platform from demand through delivery (waterfall or agile)
- Become intimately familiar with current programs across our BU to create and implement best practices and standards
- Track and proactively manage all issues related to project management for the assigned portfolio of programs, products or projects
- Manage solutions vendor to ensure system deliverables with high quality and within planned schedule, cost
- Undertake analysis of exposures and segments to identify, quantify and assess risk within the credit portfolios across the Enterprise to ensure the level of credit and counterparty risk the Bank is exposed to is appropriate, within the Bank’s risk limits, and is not displaying material adverse trends
Responsibilities For Manager, Portfolio Management Group Resume
- Utilize reports and queries to analyze data, conduct scenario analysis, assess new product and credit strategies, assess and quantify risk and risk concentrations, portfolio loss and profitability trends
- Leverage credit risk management and analysis experience to provide thought leadership to team members to drive insights on the enterprise credit risk portfolio and develop recommendations for risk management strategies to optimize the risk return profile of credit risk portfolios
- Effectively synthesize results to ensure CRO, Senior Risk executives and other risk colleagues understand outcomes of analysis
- Partner closely with the Risk Reporting group to leverage data sources for analysis and ensure appropriate cuts of data are created as needed
- Work with other members of ERPM to manage and monitor risk and ensure risk is accurately measured and assigned appropriate risk capital
- Monitor the external environment/economic trends to identify potential risks and impact to Enterprise credit portfolios
- Represent ERPM and provide credit risk oversight and perspective in committees and projects
Responsibilities For Um-senior Manager, Portfolio Management Resume
- Prepare and/or assist Senior Manager and/or National Director of Investments, with regular communications to the ICs
- Working closely with RESL Finance and Analytics teams, conceive, initiate and lead analysis to uncover opportunities to improve profitability and performance of the RESL portfolio through cost reduction, asset growth, revenue enhancement and process controls. Lead initiatives to implement solutions based on opportunities identified
- Project Dependency Management
- $200 Billion+ portfolio size
- Project Staff Management
Responsibilities For Manager, Portfolio Management Resume
- $1 Billion+ annual NIAT
- 4 distribution channels: branch, direct salesforce, broker, digital
- CMHC and OSFI B20 regulatory environment
- Excellent communication, influencing and negotiation skills to appropriately serve senior executives, stakeholders, cross functional business leaders, peers and customers
- Introduces rigor into portfolio prioritization by defining governance process
- Leads the delivery/implementation of the portfolio prioritization methodology by
Responsibilities For Senior Manager, Portfolio Management Resume
- Ensures the consolidation of project level status information
- Directing/completing the initial Opportunity Assessment process
- Holding business partners accountable for using common standards
- Providing common tools and templates for business cases
- Supports the VP, Program Governance & Portfolio Management in providing criteria to help GRM units filter their ideas