Senior Portfolio Manager Resume Sample
Work Experience
- Performs relationship support and/or investment support activities for agency accounts depending on client’s preferences
- Cascade and implement strategy for ISB in line with segment needs
- Adequately capture country feedback to ensure global / regional / country strategies are consistent and appropriate to client needs
- Build networks and relationships within other Commercial Banking (CMB) Product partners and Global Functions
- Build constructive, collaborative relationships with all senior stakeholders and global network
- Evidence customer centricity in business decision making and awareness of relevant research
- Act as escalation point for complex issues
- Encourage practice and knowledge sharing across the region
- Responsible for the management of a segment of an Industry vertical or investment and non-investment grade general corporate loan portfolios
- Prepare detailed credit analyses and required credit application according to policy including evaluation of loan purpose and structure, repayment sources, corporate, regulatory and industry risk, liquidity, asset protection, historical and projected operating performance and capital structure
- Extensive modeling skill required for both credit application process and Quarterly Credit Watch presentations
- Responsible for knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization and leasing
- For assigned accounts, responsible for oversight of covenant compliance, facility closing due diligence, legal documentation and ongoing monitoring of credit conditions, if any
- Prepare hedging recommendations
- Understand business drivers and strategy including long range planning, strategic roadmap creation, transparent financial and portfolio reporting
- Responsible for driving an expansive portfolio through approximately 30 business and project management professionals (matrixed). The portfolio is comprised of commercial oral solid dose (OSD) goods, clinical/development OSD goods and services for B2B Pharmaceutical Contract Manufacturing Services
- Responsible for overall business portfolio and profitability health and associated key performance indicators. This includes performing high-level risk evaluation and makes risk-based adjustments on the portfolio
- Owns the three year, long-term client forecast, the eighteen-month rolling client forecast and the firm-period revenue plan for the site-wide sales and operations planning process
- Evaluates, develops and executes a portfolio-wide client service strategy, which contemplates client need and business obligation
- Creates strategy to optimize current client portfolio which includes pricing, profitability, future sales opportunities/ portfolio expansion, contract adherence, network dynamics and current manufacturing technologies. Drives the plan through the business and project management organization
- In conjunction with the portfolio management office, analyzes and pursues new business opportunities. Acts as primary lead for new sales opportunities fit into site. As needed, delivers out-of-strategy business case opportunities to site leadership team
- Is responsible for closing activities for in-process new project, new expansion, and product agreements (NP/NE/PA). Ensures the sales call report (SCR) and Project Advisories for CRO are managed. Advises and/or leads the negotiation of NP/NE/PA change of scope (COS). Establishes boundaries for client negotiations
- Oversees resource allocation planning (workforce plan) in conjunction with sales and operations planning (S&OP)
- Acts as the leadership escalation point for the client-facing organization
- Drives business strategy through cross-functional discussions and interactions. Role models client service with a sense of intensity and an execution-focused mindset
- Manage investment portfolios per client objectives and company policies and guidelines
Education
Professional Skills
- 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
- Strong analytical, communication and problem solving skills are requiredas are strong organizational skills
- Demonstrated strong quantitative skills – econometric modeling experience with SAS, MATLAB, etc. and hands-on experience handling / analyzing securities data
- Solid, demonstrated communication skills (oral and written) as well as strong presentation skills
- Exceptional teaming skills (demonstrated conflict resolution skills / willingness to lead through difficult situations)
- Commercial banking experience required, including prior experience prior experience in credit analysis and/or portfolio management
- Handle multiple tasks, complex decision making, superior organizational skills and analytical skills
How to write Senior Portfolio Manager Resume
Senior Portfolio Manager role is responsible for analytical, presentation, collaboration, leadership, interpersonal, modeling, credit, quantitative, research, financial.
To write great resume for senior portfolio manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Portfolio Manager Resume
The section contact information is important in your senior 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 Senior Portfolio Manager Resume
The section work experience is an essential part of your senior 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 senior 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 senior portfolio manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Portfolio Manager resume experience can include:
- Excellent verbal skills including public speaking, one-on-one and committee presentations
- Excellent computer and presentation skills, including Excel and Powerpoint
- Strong research, financial modelling, analytical and valuation skills especially for early stage businesses
- Strong equities investment and marketing skills
- Proven skills in portfolio management or asset management
- Strong credit skills with the capacity to evaluate strength and weakness of a wide variety of credits
Education on a Senior Portfolio Manager Resume
Make sure to make education a priority on your senior 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 senior 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 Senior Portfolio Manager Resume
When listing skills on your senior 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 senior portfolio manager skills:
- Proven interpersonal skills and highly skilled at building key relationships at all levels, but specifically across teams and at senior management levels
- Skills Required- Business, Financial, and Accounting Acumen, Communication, Leadership, Project management, and Technology Skills (Microsoft Office Suite)
- Strong communication skills and experience with face to face client interaction
- Solid influencing skills to manage challenging stakeholder needs
- Commercial real estate banking experience required, including prior experience in credit analysis and/or portfolio management
- Strong communications skills, including verbal, written, inter-personal and presentation
List of Typical Experience For a Senior Portfolio Manager Resume
Experience For Senior Portfolio Manager, Fixed Income Resume
- Strong analytical skills and proficiency with financial statement modeling
- Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items
- Prior experience in representing firms at industry conferences / speaking engagements / panels / round tables
- Highly developed negotiation, facilitation, collaboration and consensus building skills
- Seasoned sales and presentations skills, both oral and written, to sophisticated and diverse prospects and clients
- Effectively responds to sensitive issues, complex inquiries or complaints from clients, co-workers, supervisor, and/or management
- Working closely with Risk to ensure control design effectiveness
Experience For Senior Portfolio Manager, Identity Resume
- Rigorous budget management and strong focus on driving projects within our working processes
- Experience in developing and managing departmental operational plans
- Strong understanding of Application Management software development life cycles and solution delivery methodologies
- Experience in Qualifications and/or training courses
- Client relationship/service experience in financial planning or portfolio management
Experience For Senior Portfolio Manager PQI Resume
- Experience working within the aerospace and/or automotive markets
- Experience working with Voice of Customer
- Experience performing competitor analysis as well as identification of best practices and market trends
- Solid grasp of financial concepts, such as depreciation schedules, dollar costing and total cost of ownership
- Experience with developing balance scorecards and KPIs
- Experience managing vendor engagement
- Professional experience in portfolio management and investments required
- Ensures timely completion of projects on a priority basis
- Provide excellent customer service and maintain open lines of communication with fellow Associates, homeowners and Board of Trustees
Experience For Senior Portfolio Manager, Chemicals Resume
- Demonstrated ability to influence leaders, employees and teams to envision a different future
- Experience in planning and managing cross-functional efforts
- Ensure that the all team members understand the planning elements the strategy and the prioritization of portfolio investments
- Lab Industry experience in portfolio management
- Investment experience is required
- Experience, preferably at a materials company
- Demonstrated ability to work in highly dynamic, self-directed environments
Experience For Wealth Senior Portfolio Manager Resume
- Previous experience with business process automation
- Four (4) years of direct experience
- Experience and familiarity with the latest risk management and multi-asset portfolio construction tools and methodologies
- Good command of English and Chinese languages (Mandarin/Cantonese
- Extensive systems experience in Bloomberg, Advent, Excel
- Software project/program management experience
- Strong history of achievement
- Safety or industrial industry experience, preferably in product management
Experience For Senior Portfolio Manager, Trust Resume
- Project Management work experience
- Investment experience
- Significant relationship management experience
- Proven track record of successful investment recommendations
- Imilar and relevant commercial business experience
- Relevant business experience in a high-tech global company
Experience For Emerging Markets Debt Senior Portfolio Manager Resume
- A strong analytical background & willingness to work on large/complex datasets
- Experience in a related role specifically with Ultra HNW or Family Offices
- Strong ability to present to and influence external stakeholders
- Experience with SEI Trust and Invest software
- Portfolio Management experience required
- Lab industry experience, preferably in portfolio management
Experience For Portfolio Manager / Senior Portfolio Manager Resume
- Team management, directly and indirectly, ensuring strong cross-functional collaboration
- Product development experience for online and print learning solutions
- Experience working with BTEC qualifications
- Maintaining and growing relationships with key areas of the organization including marketing, portfolios, human resources and finance
- Developing and managing timelines for multiple projects, including tracking all activities related to new business ventures
- Planning, organizing, and coordinating throughout the year and project life cycle, meeting all key project, program, and other milestones
- Developing compelling concept papers and proposals that meet the needs of customers and funding organizations
- Preparing project information for review, vetting, and final “green-lighting” from the UH Ventures Management Team
- Understanding and anticipating customers’ and market needs
Experience For Cret Senior Portfolio Manager Resume
- Seeking input from content experts, marketing department, and operations team on program and proposal development
- Finalizing working relationships and agreements
- Preparing and delivering presentations and reports on theme/niche and performance of portfolios
- Hedging risk using futures
- Understanding of CTE program funding mechanisms and industry credentials
- Closing on new business opportunities
- Developing business models and detailed project budgets
- Ensuring that new projects are appropriately resourced
Experience For Senior Portfolio Manager, Beta Strategies Resume
- Building longer term relationships with key customers
- Understanding of leases and insurance
- Understanding of IT portfolio and financial management
- Working knowledge of Pearson business portfolio, products, offerings, capabilities, and best use
- Working with Managers and Directors across teams
- Providing high quality oversight and coordination of projects
List of Typical Skills For a Senior Portfolio Manager Resume
Skills For Senior Portfolio Manager, Fixed Income Resume
- Strong analytical skills and technical insight
- Excellent communication, verbal and leadership skills
- Strong relationship and presentation skills
- Demonstrated leadership skills with the ability to motivate and develop teams
- Identifying and addressing gaps across various skillsets and conduct cost-benefit analysis to optimize utilization and headcount
- Prior experience in managing or researching Emerging Markets or Global fixed income would be an advantage
- Multi tasking experience, flexibility, and a functional understanding of time and priority management
- Develop relationships at all levels of the organization and crisis management/multi-tasking skills
Skills For Senior Portfolio Manager, Identity Resume
- Quantitative skills for portfolio analyses and optimisation
- Demonstrated ability to operate with a team
- Proven experience in process improvement initiatives as they pertain to productivity and customer service
- Commercial lending experience with evidenced knowledge of commercial credit products and markets, loan structuring and negotiation strategies
- Solid experience with portfolio management tools and reporting
- Build and maintain strong relationships/partnerships with a strong collaborative and consultative approach
- Experience of portfolio management experience in investments or trust
- Demonstrated ability to proactively develop strong internal client relationships and deliver solutions
- Highly experienced in project planning and tracking, resource deployment strategies, resource capacity planning, and departmental organizational planning
Skills For Senior Portfolio Manager PQI Resume
- Experience in financial analysis, loan structuring, underwriting and/or portfolio administration
- Commercial Loan or Private Banking underwriting and Portfolio Management experience
- Experience working with various reporting and Project/Portfolio tools such as VersionOne and Clarity
- Highly analytical, experience diagnosing complex operational problems and overseeing execution
- Experience with developing and adhering to P&Ls and budgets
- Knowledge of safety products and applications, actual working laboratory experience, or understanding of customer requirements in laboratory settings
- Meaningful experience analyzing and underwriting complex, public/large private syndicated healthcare transactions
- Experience in leading investment decision making (e.g. process, deal negotiation, agreements, relationships, teams, etc.)
- Experience in developing and delivering long term strategies for educational products and/ or services
Skills For Senior Portfolio Manager, Chemicals Resume
- Demonstrable experience of acquiring/commissioning materials in print and digital format for publication
- Thorough understanding of the investment management business and proven track record of winning new business
- Formal Credit Training or commensurate underwriting experience required
- Experience constructing multi-asset/asset allocation portfolios using individual securities and direct investments
- Proven track record in managing and deploying capital for institutional investors into catastrophe bonds and/or collateralized reinsurance contracts
- Experience in working / liaising with fund administrators and insurance management platforms as well as other relevant service providers
Skills For Wealth Senior Portfolio Manager Resume
- Demonstrated record of transitioning ideas and concepts into a testable R&D hypothesis
- Experience developing high-level business plans for new concepts or products
- Experience with managing technology intensive projects
- Demonstrated multitasking ability and attention to detail: Portfolio rebalances require accuracy and the ability to cope with short deadlines
- Experience in an investment role, including 5+ years in a portfolio management position
- Project management experience with resource utilization data analytics in solving demand and delivery objectives
Skills For Senior Portfolio Manager, Trust Resume
- Management consulting experience and/or MBA
- Strong generalist business acumen to solve problems across multiple functions (sales, marketing, operations, etc.)
- Experience standing up new products inside larger companies (go to market)
- Experience with B-B channel marketing
- Effective success managing large, complex, complicated, and politically visible projects
- Extensive industry experience including Multi asset portfolio or asset management
- Experience investing in early stage hedge funds across a breadth of strategies
- Experience in negotiating legal agreements
Skills For Emerging Markets Debt Senior Portfolio Manager Resume
- Experience with managing transition events is essential
- An ability to work in a collaborative team environment (and experience working within ‘matrix style’ organizations)
- Direct experience of leading an educational product/ portfolio team
- Incumbent is a seasoned money manager with experience managing all client and account types
- Deploys expertise and experience dealing with large, complicated, political projects at the most senior levels
- Skilled in verbally articulating all facets of the investment process and strategy
- Extensive experience as an investor/portfolio manager with client facing responsibilities
- Prior involvement in performance reporting to investors, e.g. monthly portfolio P&L attribution
- Self directed with strong interest in the collection/Credit./Fraud business and passionate in driving business results
Skills For Portfolio Manager / Senior Portfolio Manager Resume
- Demonstrated ability to learn new processes, concepts and technologies easily
- Portfolio and/or Program Management experience
- Demonstrated ability to run programs with multiple / simultaneous stakeholders
- Experience with PPM tools and processes
- Direct experience in the hedge fund industry, preferably in a fund of funds portfolio management role or similar
Skills For Cret Senior Portfolio Manager Resume
- Experience in delivering high quality verbal and written analysis
- Experience managing variety of projects
- Knowledge/experience navigating SharePoint
- Act independently and prioritise judiciously to maximise impact and see projects through
- General business experience
- Strong knowledge of investment principles and capital markets, particularly interest rate and credit products
- Experience with manager due diligence, manager selection and portfolio construction
- Strong financial and strategic acumen
Skills For Senior Portfolio Manager, Beta Strategies Resume
- Experience with industry tools such as Advent, Bloomberg, and FactSet
- Professional experience in any of the following: management consulting corporate strategy, product management, business planning
- Experience identifying and managing intellectual property (Patents, Trade Secerts, etc)
- Experience in project transition (starting initiatives and transitioning to larger teams)
- Real estate investing, including M&A / investment management experience
- Experience managing and/or advising on multi-asset class portfolios
- Experience underwriting and documenting Commercial loans preferably Middle Market
List of Typical Responsibilities For a Senior Portfolio Manager Resume
Responsibilities For Senior Portfolio Manager, Fixed Income Resume
- Actively participate in the team responsible for the overall planning and implementation of transition events (equity and fixed income) for EMEA based clients (both internal Russell clients and third party)
- Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes
- Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
- Excellent analytical, research, communication (written and verbal), and organizational skills
- Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credits
- Effectively monitor and manage existing investment portfolio
- Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions
Responsibilities For Senior Portfolio Manager, Identity Resume
- Experienced in working with colleagues / stakeholders ranging from C-Suite executives to line underwriters, risk analytics teams and operations professionals
- Experience in all aspects of financial reporting x Ability to coordinate and manage multiple tasks efficiently
- Enable clear, concise and effective reporting and communication flow across product and technical teams
- Demonstrates ownership, dedication, and aim to meeting expectations and deliverables
- Experience with LIHTC investments
- Experiences in Brand management
- Experience in transforming complex and ambiguous issues into concrete and simplified components for developing business solutions
- Recognized experience of supporting security sales
- Good knowledge of existing security solutions on the market
Responsibilities For Senior Portfolio Manager PQI Resume
- Validate the efforts submitted Day 1 and Day 2 for the SOC
- Pre-sales experience is considered an important asset
- Training of partners and collectors -Engage with partners in hiring, training and developing talent
- Ensuring partners compliance to regulatory and AXP requirements
- Collaborating with agencies and internal partners for timely completion of all 3rd party security / GSM / Technology audits and remediation of findings
- Tracking and timely remediation of customer complaints
Responsibilities For Senior Portfolio Manager, Chemicals Resume
- Seeking to understand market problems through market research and synthesis
- Driving the collection of meaningful information to support the ePayments Portfolio Director in high quality portfolio conversations
- Managing participant banks and their share of fees, advances, payments and other loan information
- Providing portfolio construction and macro-economic input to Fixed Income team meetings
- Providing portfolio risk analysis and performance attribution
- Providing investment research and support to business development and all distribution channels
- Gain support of relevant team members for building and buying courses, or curating decisions
- Support the Wealth and Pensions Business Development and Business Initiative teams in servicing the existing clients and pitching for prospective clients
- Rare to Occasional Squatting/Bending/Stooping
Responsibilities For Wealth Senior Portfolio Manager Resume
- Continuously improving the use of tools to drive automated portfolio analysis and reporting, and adding a level of confidence and control across all portfolios
- Support underwriting efforts by completing due diligence on Risk Rating & RAROC Models and thorough review of all credit approval presentations (CAP’s)
- Contribute in the planning of the Business Unit’s overall product portfolio planning from a capital and resource allocation perspective
- General understanding of electrical/mechanical and other operating systems to run office buildings
- Responsible for maintaining certain key aspects of the client relationship, including but not limited to
- Reviews and approves property financial and property reporting, ensuring deadlines are met in an accurate and timely way
- Review property monthly financial statements and reports, including P&Ls, Balance Sheets, Cash Flow forecasts, operating forecasts, etc
- Ensure timely and accurate monthly, quarterly and annual reporting by hotels and compliance with all accounting/finance HMA terms
Responsibilities For Senior Portfolio Manager, Trust Resume
- Perform analysis on liability matching interest rate derivative hedging program
- Execute all aspects of fund / fund manager screening, due diligence, selection, evaluation as well as formulating strategic and tactical asset allocation
- Recommend and implement the hiring and firing of investment managers, trustees, consultants, and actuaries based on performance, analysis, fees and meetings.
- Leverage best practices across the credit network through learning from /sharing successes among other agencies and with proprietary sites
- Detailed knowledge of equity and fixed income markets, including settlement and clearing practices
- The DoD Planning, Programing, Budget and Execution ( PPBE) process
- Perform relative value analysis by drawing on risk and pricing datasets from multiple sources
- Able to generate market updates and reports for investor as well as producing thought-leadership white papers specific to insurance-linked investing
Responsibilities For Emerging Markets Debt Senior Portfolio Manager Resume
- Comfortable interacting directly on a frequent basis (in person, by phone etc) with existing and prospective institutional investors
- Quantify the benefits of financial structuring (including recourse and non-recourse leverage) within (re)insurance-linked portfolios
- Comfortable with understanding programming languages (Matlab, Python, or C++, etc.)
- Facilitates, manages and ensures the gathering of business requirements for the solution
- Ensures the preparation of project and/or implementation plan aligning to executive approvals
- Ensures quality of all deliverables including all artifacts, project plans, status, communication, issue, risk descriptions and actions plans, resolutions
- Administer compliance program of building to all applicable Codes (ie Local Laws, Fire Safety, OSHA, etc)
- Exhibit a strategic mindset focused on delivering results; possess a distinct blend of business, technical, financial and communication acumen
Responsibilities For Portfolio Manager / Senior Portfolio Manager Resume
- Provide training to local underwriters
- Be a key thought leader in evaluating real estate opportunities through the investment acquisition process
- Ensures that objectives are being met. Prepares and delivers timely, accurate and complete reports
- Drive proactive operational strategies and process changes across the division to improve operating results and efficiencies
- Various special projects using Aladdin and eVestments related to asset allocation and risk tolerance
- Use management consulting and other analytical frameworks to structure complex problems
- At the direction of the CIO and Managing Directors, manage Exelon’s fixed income portfolios.
- Assist in the oversight of the analysis and reporting of investment results
Responsibilities For Cret Senior Portfolio Manager Resume
- Assist with the direction and oversight of legal, actuarial, accounting, and investment professionals within and outside the Company.
- Ideally already have some understanding of Advanced & Standardised RWA treatments and respective inputs
- Cascade team strategy and support the setting of objectives
- Ensure adequate level of staffing by partner along with adherence to schedules
- Provide thought leadership, drive initiatives and grow agencies market share, maximizing returns through best-in-class economics
Responsibilities For Senior Portfolio Manager, Beta Strategies Resume
- Registration, or ability to be registered, as an Advising Representative with the provincial securities commission is required
- Open minded, flexible, and willing to listen for other peoples’ opinions
- Rare to Occasional Walking
- Occasional twisting of the neck and waist
- Rare to Occasional Reaching at or below the Shoulder level