Portfolio Manager Resume Sample
Lizzie Padberg
85725 Weissnat Mills,
New York,
NY
+1 (555) 791 7170
Work Experience
Portfolio Manager
08/2015
-
PRESENT
Houston, TX
- Experience in the investment management field
- Experience and proven success in an open architecture environment
- Experience managing a high net worth book of business
- Manage sub-portfolio(s) for business CIO(s) objectives and with a focus on governance
- With business and finance partners, support project intake, vetting and prioritization processes within each sub-portfolio, and across portfolios as needed
- Collaborate with leadership on analysis of in-flight and proposed projects
- Apply best practices in the areas of project management and portfolio management
- Ensure compliance and alignment with the broader West Coast Technology Portfolio and the Technology Project Portfolio Management Office (PPMO) standards and processes
Portfolio Manager
10/2012
-
03/2015
San Francisco, CA
- Facilitate and / or support coordination for project efforts that span across NBCU Technology groups
- Identify, track, and help resolve cross-portfolio dependencies and conflicts
- Serve as the point of escalation for project stakeholders or requestors with issues directly related to project management
- Develop and foster relationships with project managers, portfolio stakeholders, and external partners
- Manage portfolio via internal tool sets and reports
- Coach and mentor project managers within their sub-portfolios, as needed
- Provide daily leadership and management of Program/Project Managers, if applicable
- Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval
Education
Strayer University - Knoxville Campus
2006 - 2011
Bachelor's Degree in Business
Professional Skills
- Extensive knowledge of credit products and strong relationship management and business development abilities, in order to capitalize on all opportunities to cross-sell the bank’s products
- Strong teamwork, collaboration and stakeholder management skills across the team and the wider organisation. Excellent oral, written and presentation skills
- Strong credit/quantitative analysis skills, strong verbal and written bilingual (English and Chinese) communication skills,
- Work effectively in a fast-paced, demanding and fluid environment; remains calm under pressure; demonstrates excellent conflict management skills
- Experience with proven track of strong operations and execution skills in performance delivery role within a Collections environment
- Excellent interpersonal and communication skills, and the proven ability to work effectively with all organisational levels
- Strong skills in Microsoft Office (advanced MS EXCEL skills)
How to write Portfolio Manager Resume
Portfolio Manager role is responsible for interpersonal, analytical, leadership, credit, presentation, organizational, customer, financial, relationship, business.
To write great resume for portfolio manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Portfolio Manager Resume
The section contact information is important in your portfolio manager 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 Portfolio Manager Resume
The section work experience is an essential part of your portfolio manager 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 portfolio manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Portfolio Manager resume experience can include:
- Prior experience leading large projects and programs with proven experience in a leadership role
- Demonstrates a positive attitude, flexibility, support, and effective influence/communication skills in interactions with other BMO Private Bank team members
- Excellent contract management skills, measuring and managing supplier performance with a track record of driving value through management of suppliers
- Effective negotiation, collaboration, communication, interpersonal, organizational, decision-making, analytical reasoning and partnering skills
- Good problem solving, planning & organising skills
- Solid organizational skills, including regularly tracking goals and progression
Education on a Portfolio Manager Resume
Make sure to make education a priority on your portfolio manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio manager 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 Portfolio Manager Resume
When listing skills on your portfolio manager 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 portfolio manager skills:
- Good interpersonal skills and ability to communicate effectively at all levels
- Solid analytical, writing skills and some quantitative skills
- Good communication skills and Analytical skills is Mandatory
- Excellent organisation, prioritisation and time management skills with a strongattention to detail
- Above average communication skills, both verbal and written (including accurate typing, spelling and grammar skills)
- Above average communication skills, both verbal and written (including accurate typing, spelling, and grammar skills)
List of Typical Experience For a Portfolio Manager Resume
1
Experience For Portfolio Manager Resume
- Monitor staff deployment to ensure individuals are effectively contributing to the organisation while developing skills and gaining experience
- Solid personal assertiveness skills and ability to resolve issues effectively
- Knowledge and Skills (Additional relevant skillsets that would enable an indivdual to perform at a higher level)
- Strong financial acumen with good knowledge of business management practices and financial management skills and techniques
- Proven project management experience including fintech, ecommerce and/or banking industry experience
- Solid credit skills in underwriting, financial modeling, and valuations
- Strong quantitative, analytical, modelling and risk management skills
2
Experience For Portfolio Manager Resume
- Effective communication skills, both in writing and orally
- Strong analytical skills, with an interest and ability to understand and leverage our project and portfolio management tool
- Excellent verbal and written communication, teamwork and relationship-building skills
- Proven collaboration and negotiation skills along with the ability to influence without authority
- Solid relationship building skills, able to influence partners with shared and divergent interests, function or matrix environment
- Strong analytic skills (ability to drive own analyses and to quickly interpret others’ analyses)
3
Experience For Portfolio Manager Resume
- High ability to deal with ambiguity, to effectively prioritize, to multitask and to work with tight deadlines in fast-paced environment
- Work independently, dedication and good time management skills
- Strong management skills if in a management role
- Prior demonstrated knowledge and experience in the Polish equity asset class
- Good analytical skills, articulate
- Strong computer skills with proficiency in Excel, Word and Power Point
- Excellent oral and written communication skills and an ability to influence a range of teams across multiple businesses
4
Experience For Portfolio Manager Resume
- Excellent verbal and detail oriented written communication skills
- Good interpersonal skills; the ability to work well with others and function in a team environment
- Capable of effectively manage time and multiple priorities in a fast-paced environment
- Proven leadership skills - use your influence to remove barriers and enable teams
- Excellent MS Office (Word, Excel, PowerPoint, Access) Skills
- Strong finance and commercial analysis skills
5
Experience For Portfolio Manager Resume
- Programming skills (VBA, R) and Database (SQL) knowledge
- Outstanding verbal and written communication skills. Ability to present complex investment issues to a variety of audiences
- Demonstrated experience in managing large-scale project portfolios including multiple SAP and non-SAP systems
- Demonstrated experience in establishing project plans and managing their implementation
- Experience leading and formulating strategy with the ability to build strong connections with people and teams
- Demonstrated experience with managing and delivering medium scale, complex IT projects
- Demonstrated experience working and collaborating in a global matrix environment, ideally under global Governance framework
- An excellent understanding of Capital Markets products and experience of Relationship Lending
- Understand and analyze user needs in an ongoing manner, and communicates them effectively to stakeholders
6
Experience For Portfolio Manager Resume
- Responds to questions accurately when asked and possesses outstanding communication and composition skills
- Demonstrated ability to juggle multiple priorities to adapt to changing environments
- Effectively manage assigned airline portfolio, exercise sound decision-making, and successfully communicate revisions and/or changes to projects
- Identify agile coaching opportunities and proactively engage coaches effectively
- Communicate effectively and problem solving independently
7
Experience For Portfolio Manager Resume
- Strong preference for candidates with experience investing in hedge funds and other active fund strategies
- Exceptional modeling skills and ability to multi-task
- Experience with operations and/or management of diverse teams and negotiating priorities
- Experience with in depth understanding of the Intelligence Community (IC) enterprise, missions, and systems. (Geo domain and development experience)
- Develops an understanding of BMO Private Bank’s investment strategies and philosophies and is able to communicate that information effectively to clients
8
Experience For Portfolio Manager Resume
- Upgrades clients to Citi Priority from Citibanking segment and to Citigold and CPC from Citi Priority segment
- Effectively manage P&L of portfolio to create optimization for customers and the company
- Develops an understanding of Harris’ investment strategy and philosophy and is able to communicate that information effectively to clients and prospects
- Strong collaboration and demonstrated leadership with the sales team to align on key programs
- Commercial lending and portfolio management experience. Experience in governmental financial analysis
- Leadership skills to lead team and drive results by working across departments in matrixed environment
- Interpersonal skills, including presentation, written and verbal communication
9
Experience For Portfolio Manager Resume
- Analytical, program management and problem-solving skills
- Consistently demonstrate a high level of detail, accuracy, work independently and have the ability to prioritize work
- Exhibit superior oral and written communication skills
- Extensive Industry experience, including strong investment management knowledge
- Demonstrated cross-functional team management experience, including the ability to track and report project status from start to finish
- Persuasive communication skills (oral and written), with an ability to communicate to senior executives in client organizations
- Superior project planning skills with ability to conceptualize outcomes and identify trends
- Work effectively in a dynamic, rapidly changing business and technical environment
10
Experience For Portfolio Manager Resume
- Superior ability to rally support among peers and work effectively within challenging situations
- Experiencechain account, category management or equivalent thereof in related experience
- Identify and leverage the tools and technology required to effectively track project/program progress
- Negotiate effectively with business and IT partners on business requirements and timeframes on large initiatives
- Evidence of developing and maintaining effective relationships across business and IT in a matrix-structure / international organisation
- Highly computer literate, with advanced spreadsheet-based skills, and programming knowledge a benefit
- Strong interpersonal communication skill sets
- Strong communication skill set and ability to positively effect a collaborative team environment
List of Typical Skills For a Portfolio Manager Resume
1
Skills For Portfolio Manager Resume
- Commercial banking experience required, including prior experience prior experience in credit analysis and/or portfolio management
- Demonstrated leadership and management skills, including building a strong, results-oriented team, performance management, and budget management
- Excellent analytical skills with strong working knowledge of Microsoft Excel
- Demonstrated skills in effective business writing and interpersonal communication with a commitment to quality customer service
- Organizes time effectively and successfully balances the competing demands of multiple projects and acts quickly and effectively when the situation demands it
- One (1) year of supervisory experience required with strong leadership skills
- Experience of exec level reporting. Strong data visualisation / documentation skills with the ability to create relevant documentation
- Strong interpersonal skills to lead cross-functional teams. Proven track record of working within a challenging environment
- Excellent communication skills and effective in making presentations
2
Skills For Portfolio Manager Resume
- Strong collaboration and team building skills with demonstrated success in a shared leadership model
- Effective relationship management skills and demonstrated credibility with investment and distribution teams
- Excellent working knowledge of Excel, and strong PowerPoint skills essential
- Demonstrates a positive attitude, flexibility, support, and effective influence/communication skills in interactions with other Private Bank team members
- Very strong project management skills, experienced in driving complex large-scale projects across multiple disciplines and geographies
3
Skills For Portfolio Manager Resume
- Commercial banking experience required, including prior experience in credit analysis and/or portfolio management
- Excellent organizational and collaborative problem-solving and decision-making skills
- Strong technical skills (research, deal structuring, valuation, working knowledge of tax strategies)
- Excellent report and status writing skills; including creation of report templates for team participation
- Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form - depending on the audience
- Good organizational skills, proficient in planning and scheduling
- Analytical skills with strong working knowledge of ARGUS, and other industry specific software desired
- Interpersonal skills necessary to establish and maintain effective working relationships with all levels of the organization and relevant stakeholders
- Strong manufacturing and Program Management skills
4
Skills For Portfolio Manager Resume
- Strong investment skills and understanding of mutual funds, fund-of-funds, asset allocation, and manager selection
- Detail oriented and possess strong problem-solving/negotiation skills and ability to analyze and resolve complex issues
- Excellent analytical, problem-solving, and time-management skills
- Proven management skills and ability to cultivate a high-performing team
- Excellent inter-personal and communication skills (including spoken and written English)
5
Skills For Portfolio Manager Resume
- Excellent influencing and stakeholder management skills in a complex matrix organisation
- Effective decision-making skills - Makes timely decisions in the face of risk and uncertainty
- Excellent planning skills, able to synthesize large amounts of information
- Excellent word processing, mathematicand computer skills required
- Systems Knowledge: Excellent Microsoft Office skills (including Excel, Word, PowerPoint)
6
Skills For Portfolio Manager Resume
- Solid Testing Experience with 10+ years of Test Management experience
- Excellent interpersonal, customer orientation, presentation, and problem solving skills
- Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills
- Leadership skills, highly motivated, and goal-oriented team experience
- Advanced project portfolio management skills with proven ability to work within and facilitate cross-functional teams and work groups
- Strong demonstrated experience in investor relations with institutional investor clients
- Analytical skillset and revenue management experience
- Strong research, analytical and fund evaluation skills especially in Asia
- Excellent communication skills at all levels with clarity and precision (verbal and written)
7
Skills For Portfolio Manager Resume
- Strong interpersonal skills and cross-cultural sensitivity
- Strong sales and relationship management/client services skills
- Strong analytical skills. Able to use models to synthesise vast amounts of information from diverse sources into a meaningful output for senior stakeholders
- Good IT skills, Word, Excel, Outlook, Powerpoint
- Strong core skillset that enables to work independently and manage stakeholder engagement and communication with key/ senior customers and partners
- Excellent communication skills, both spoken and written. Fluency in another European language would be advantageous
8
Skills For Portfolio Manager Resume
- Strong analytical skills and the ability to quickly grasp complex data sets with an intuitive sense of financial implication
- Proven experience in delivering effective corporate reporting and management information
- Strong people management skills including team building, performance management, pay management, conflict management, talent management
- Demonstrated experience in project portfolio management (project intake, prioritization planning, resource optimization)
- Excellent verbal and written communication, and relationship-building skills
9
Skills For Portfolio Manager Resume
- Demonstrated experience in providing value to sponsors, their stakeholders, and our employees, as evidenced by results
- Excellent written and verbal communication skills with the ability to communicate verbally and in writing with all levels of management
- Great communicative skills, analytically strong, curious and thoroughly
- Personal Effectiveness; excellent time management and work prioritization, ability to multi-task, ability to deal with ambiguity
- MS Office Skills, including Word, Excel (very strong) and Access
10
Skills For Portfolio Manager Resume
- Strong organizational skills and ability to multi-task
- Advanced and proven financial management and modeling skills
- Excellent analytical skills and ability to deliver results with multiple and complex projects
- Excellent time management skills necessary
- Self-motivated and directed, with the ability to effectively prioritize and execute tasks in fast paced and high-pressure environment
List of Typical Responsibilities For a Portfolio Manager Resume
1
Responsibilities For Portfolio Manager Resume
- Demonstrated strong verbal and written communication skills and ability to clearly articulate views and present effectively to broader groups
- Good interpersonal skills. Ability to operate in a team environment and be flexible in taking on and performing assignments as necessary
- Practical experience in effective time management, including the ability to prioritize and managing competing priorities
- Strong problem solving and organizational skills; ability to prioritize and multitask
- Evidences potentially strong leadership skills and open minded, flexible, and willing to listen for other peoples’ opinions
- Excellent relationship building skills that result in a strong network
- Above average communication skill, both verbal and written (including accurate typing, spelling, & grammar skills)
2
Responsibilities For Portfolio Manager Resume
- Strong analytical skills and problem solving ability as well as an outstanding aptitude for program management and budget execution
- Possess strong analytical skills, problem solving ability as well as an outstanding aptitude for time management and program execution
- Strong leadership and communication skills to lead and supervise a diverse group of people while promoting change and innovation
- Strong Excel, Bloomberg, analytical and problem-solving skills
- Excellent written and verbal communication and relationship-building skills with internal and external business partners
3
Responsibilities For Portfolio Manager Resume
- Strong multi-tasking experience and flexibility to address immediate priorities and manage deadlines with long-term projects and strategic initiatives
- Practical experience in doing both written and verbal communication effectively to multiple levels within the organization
- Your experience, skills and competencies
- Demonstrated ability to effectively communicate with IT leaders in the organization is required
- Excellent communication skills in English and Portuguese
4
Responsibilities For Portfolio Manager Resume
- Demonstrated influencing skills in a global environment
- Work effectively with colleagues, managers, suppliers and stakeholders so as to develop effective partnership relationships with key suppliers
- Strong presentation, interpersonal, negotiation and written and verbal communication skills
- Project management skills and ability to prioritize responsibilities
- Very strong analytical skills with ability to gather and synthesize information and summarize issues, with ability to work under pressure
- Strong excel and modeling skills in VBA, SQL
- Stakeholder management abilities (up to a senior leader level) with excellent communication and collaboration skills at a high level
- Proven analytical and advanced problem solving skills, with the ability to interpret requests which are not always clearly defined
5
Responsibilities For Portfolio Manager Resume
- Strong international orientation. Ability to work effectively with colleagues in remote locations
- Excellent communication skills (oral and written) with ability to express complex ideas clearly
- Excellent people skills with a customer service-oriented approach
- Good interpersonal skills, ability to work in a team and written communication of a reasonably technical nature
- Understanding of workplace, financial and organizational capabilities to effectively interpret client input into successful delivery of Corporate Real Estate
6
Responsibilities For Portfolio Manager Resume
- Negotiating and communication skills, ability to perceive problems and react quickly to effect solutions with integrity
- Outstanding written / verbal / interpersonal communication skills, ability to interact appropriately with all levels globally
- Developing their relationship management, credit analysis and credit administration skills
- Seven years of commercial banking experience required, including extensive experience underwriting and/or managing ABL transactions and portfolios
- Progressive experience in managing functions in a large corporate setting including 5 years of senior leadership experience
- Demonstrated experience in building and maintaining a professional relationship with business partners (external and internal).
- Exceptional credit knowledge and underwriting skills in C & I and Real Estate lending
7
Responsibilities For Portfolio Manager Resume
- Strong understanding of risk management, credit trend and risk analysis and strong general credit knowledge/understanding
- Exceptional credit knowledge and underwriting skills in Hotel Franchise Finance lending
- Proven experience in leading portfolio of projects
- Strong experience of managing key Stakeholders
- A proven track record of delivering excellent client service
- Prior commercial experience including Sales, Sales Management or related Marketing roles
8
Responsibilities For Portfolio Manager Resume
- Strives to continuously build knowledge and skills; Shares expertise with others
- Fixed income portfolio management and risk management skills
- Advanced analytical and presentation skills
- Work across multiple projects and markets and are able to manage timelines effectively and efficiently, and take steps to rethink processes and techniques
- Strong understanding of project management principles and strong consultative approach
- Solid experience in Marketing/Key account Management in the food and beverage industry
9
Responsibilities For Portfolio Manager Resume
- Train staff in project management methodologies and best practices to develop skills and capabilities
- Effectively present investment strategies to clients and partners
- Relevant quantitative experience in the investment management industry (internship to 3 years of experience)
- Attention to detail with demonstrated ability to operate and create results with limited oversight
- Superior presentation, interpersonal, negotiation and written and verbal communication skills
10
Responsibilities For Portfolio Manager Resume
- Advanced analytical, underwriting, documentation, credit, presentation, and organization skills
- Superior analytical, strategic planning and organizational skills. Attention to detail is key for success
- Prior experience of managing a securities portfolio (preferably from a Bank Portfolio/Treasury setup)
- Demonstrated experience leading large groups of employees
- Mutual fund and variable annuity experience. Strong understanding of 1940 Act legal, compliance and operational issues
- Able to communicate clearly and lead a team effectively, commitment to a career in investment banking
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