Analytics Portfolio Resume Sample

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Shaylee Bartoletti
13613 Padberg Creek,  Chicago, IL
+1 (555) 647 9339

Work Experience


Portfolio Analytics Manager
05/2018 - PRESENT
Philadelphia, PA
  • Be the champion for innovative ideas and change agent to support the teams’ continued performance improvements in delivering the pipeline faster and more cost effectively
  • Lead or act as a member of CMC, PTD, or broader corporate initiatives regarding CMC productivity and other key initiatives Methodology and technology advancement
  • Drive continued advancement of analytical methodologies that would lead to increased consistency, quality and/or simplification of decision-making and portfolio insight generation, by applying decision analysis principles, learning and experimenting new approaches, adopting latest development in portfolio management
  • Lead the group and partner with IT, PTDO and other functions, to identify, assess,
  • Outstanding analytical problem solving skills and critical thinking
  • Excellent project management skill and the ability to work under pressure and adhere to project deadlines
  • Hands-on technical skills (e.g. SAS, R, MS Office Suite, VBA)
  • Proficient with statistical analysis and data mining tools/languages such as SAS, R or Python
Credit Portfolio Analytics
09/2011 - 04/2018
Chicago, IL
  • Familiarity with BI tools and data visualization tools such as Tableau
  • Solid interpersonal and communication skills with an ability to convey complex technical issue
  • Partner with team and the Business, work collaboratively in the design, development, and production of reports to ensure all segments of managed portfolios are being appropriately monitored and any signs of portfolio deterioration are researched and updates provided on a timely basis
  • Assist in highlighting key developments to senior management and executives, including emerging risks, significant shifts in portfolio performance and trending of macroeconomic indicators
  • Produce suite of standard portfolio reports used by stakeholders
  • Devising tactical solutions and identifying strategic requirements
  • Designing on-going training and consultation program for Investors and Analysts
  • Working on PAG’s new strategic performance reporting project
  • Working on short-term, medium-term and longer-term strategic projects that are focused on improving the PAG’s service offering and data quality
Msfs Mumbai, Portfolio Analytics
12/2008 - 08/2011
San Francisco, CA
  • Work on short-term, medium-term and longer-term strategic initiatives that are focused on improving PAG’s processes and controls
  • The role of Pr. Analyst – Strategic Business Solutions group is based at AAS’ Bangalore Center and reports to the Manager/AVP leading the team. This is a role within the Product & Portfolio Analytics team of NA Branded Cards team in Bangalore
  • Know the competitive landscape and understand the important gaps between Aladdin’s capabilities and competitors
  • Understand clinical and CMC development process and key information needs for CMC projects teams, governance bodies and senior management
  • Lead the team to efficiently deliver timely, meaningful and user friendly portfolio and project information/reports to various PTD and broader PT audience, including CMC portfolio dashboard, acceleration portfolio, Portfolio prioritization, portfolio risks and beyond
  • Streamline/improvebusiness process of identifying, collecting, analyzing and reporting the portfolio information. Portfolio insights and decision support
  • Represent PTDMM in cross projects/functional initiatives related to portfolio and
  • Strong experience with email marketing, lead nurturing, lead scoring, analytics, and reporting

Education


University of Phoenix - Chattanooga Campus
2003 - 2008
Bachelor's Degree in Business

Professional Skills


  • Technical Skills - Strong Python and SQL skills
  • Demonstrates clear leadership skills and experience working with large, complex projects
  • Excellent influencing skills and the ability to bring teams together
  • Quantitatively savvy withstrong analytical/problem solving skills and anintuitive understanding of fundamental equity investing
  • Experienced performance measurement professional with 2-4 years of experience including project experience
  • Strong leadership skills and ability to support multiple clients required
  • Good business judgment, strong analytical skills with a mastery of Excel, and a grasp of corporate finance principles

How to write Analytics Portfolio Resume

Analytics Portfolio role is responsible for leadership, programming, database, finance, analytical, research, credit, training, reporting, design.
To write great resume for analytics portfolio job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Analytics Portfolio Resume

The section contact information is important in your analytics portfolio 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
  • Email
  • Telephone number

Work Experience in Your Analytics Portfolio Resume

The section work experience is an essential part of your analytics portfolio 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 analytics portfolio responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analytics portfolio position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Analytics Portfolio resume experience can include:

  • Experience using data visualization tools or programming libraries such as Tableau
  • Strong knowledge of email HTML/CSS coding
  • Professional Global project management experience with focus on risk and/or performance management
  • Excellent team player who is able to work with virtual and global cross functional teams
  • Experience with reporting and analysis within the mortgage industry
  • Advanced knowledge of and hands-on experience in database management

Education on an Analytics Portfolio Resume

Make sure to make education a priority on your analytics portfolio resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analytics portfolio 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 Analytics Portfolio Resume

When listing skills on your analytics portfolio 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 analytics portfolio skills:

  • Strong understanding of big data concepts and hands-on experience in working with Hadoop and related big data technologies
  • Excellent academics with 3+ years of directly relevant business experience in the life sciences industry (e.g., strategy consulting, investment banking)
  • Advanced Microsoft Office experience required, experience with building Spotfire databases
  • Prior experience working with fixed income and derivative instruments is required
  • Thinks and acts effectively using various information sources and makes optimal business recommendations
  • Advanced skills in T-SQL including stored procedure and SSIS development

List of Typical Experience For an Analytics Portfolio Resume

1

Experience For Portfolio Analytics Manager Resume

  • Create risk management processes
  • Create Org62-based reports and dashboards for executive awareness
  • Help prepare operational/executive weekly/monthly/ad-hoc project dashboards for all supported functions
  • Provide extensive analysis of revenue, billings, margin and risk impacts as assigned
  • Partner with all levels of CSG
  • Works closely with internal cross-functional teams to support internal projects as required
  • Works with and influences other groups and functional areas in defining policy, procedures, or systems. Synthesizes recommendations and programs from functional knowledge and available data
  • Continuously expands technical knowledge in own and related disciplines and functional area. Keeps abreast of new techniques and procedures and applies them, when applicable, to problem solutions
2

Experience For Manager Portfolio Analytics Resume

  • Project planning, risk management, and capacity planning
  • Act as the liaison and owns the relationship with the team that manages the internally deployed SFDC application and facilitates all future implementations
  • Proficient with Microsoft Office Suite of tools (MS Word, Powerpoint, Excel)
  • Proficient with Google Suite of tools (Google Sheets, Docs, Slides, Gmail)
  • Proficient with Project Management tools such as Microsoft Project, Smartsheets, and Jira
  • Able to engage and inspire employees and project team members
  • Partner with Global Project Teams to review and understand assumptions including probability of success, pricing, peak year sales, time to market, market share growth rate
  • Develop and maintain automated processes for model and reporting using T-SQL and SSRS
3

Experience For Director, Portfolio Oversight & Analytics Resume

  • Develop a working knowledge of the therapeutic area and compare project assumptions to internal and industry benchmarks
  • Design and develop data-warehouse for analytics
  • Assist with maintenance and development for various decision models
  • Collaborate with business unit leaders and other stakeholders to provide reporting and analytics to enhance efficiencies, identify potential challenges, ensure accuracy, and gauge performance
  • Experience with SQL Server 2005, 2008 R2 and 2012
  • Complete data modeling, database architecture, TSQL coding for stored procedures, triggers, views, user-defined functions and other SQL Server database objects and ad-hoc reporting
  • Experience with various SQL Server utilities like BCP, SQL Powershell, SQLCMD, etc. High Availability using SQL Server Failover Clustering and Mirroring, and Disaster Recovery solutions
4

Experience For Credit Portfolio Analytics Resume

  • Assist in analyzing SQL Server security, database authentication protocols
  • Assist in analyzing effects of SQL Server version upgrades, data encryption, backups and restorations, data import and export
  • Work with SSIS for ETL and SSRS for reporting (tabular, drilldown and graphical), and SSAS for data analytics and forecasts
  • Work on Index tuning, TSQL optimization, SQL Server database layout and file-groups, scheduled SQL Server jobs, linked servers and distributed transactions
  • In SQL server development and support
5

Experience For Portfolio Management Performance Analytics Resume

  • Data Modeling, database architecture, TSQL coding for stored procedures, triggers, views, user-defined functions and other SQL Server database objects and ad-hoc reporting
  • Significant Data-warehousing and SSRS experience
  • Reading from and writing to heterogeneous data sources through SQL Server
  • Index tuning, TSQL optimization, SQL Server database layout and file-groups, scheduled SQL Server jobs, linked servers and distributed transactions
  • SSIS for ETL and SSRS for reporting (tabular, drilldown and graphical)
  • Assist in analyzing SQL Server security, database access configuration, authentication protocols
  • Data partitioning, data compression, index defragmentation, Indexed Views
6

Experience For Manager of Portfolio Analytics Resume

  • Aptitude to learn and think quickly with the ability to apply learning across multiple situations
  • Project Management of team or project in the pharma industry or consulting
  • SSAS for data analytics and forecasts
  • Various SQL Server utilities like BCP, SQL Powershell, SQLCMD, etc. High Availability using SQL Server Failover Clustering and Mirroring, and Disaster Recovery solutions
  • Efficient Disc space utilization, disc defragmentation, proactive performance and state monitoring at SQL Server and OS levels, Database mail
7

Experience For Director, Gcsg Portfolio Analytics Resume

  • An understanding of portfolio characteristics associated with fixed income products is required
  • Microsoft CRM, database hardware and software evaluation for application compatibility
  • Work well in a team-based environment, as well as independently
  • Knowledge of Performance Attribution concepts related to fixed income products is required
  • The ability to synthesize information and present key findings in a crisp and concise manner
  • Stakeholder management and executive communication
8

Experience For Leader, Portfolio Analytics Resume

  • Brings credible quantitative analysis together with an in-depth knowledge of the portfolio to inform and drive high quality investment decisions, and to provide meaningful and accurate portfolio performance assessments and reporting to management (above and beyond reporting what it in the systems)
  • Solve complex problems and be able to deal with ambiguity
  • Recognises the difference between data extraction and data analysis
  • Prior work in teams that facilitate and drive project or business strategic decisions with data or analysis and influencing prowess with a track record of high achievement in this role
  • Deep understanding of the GSK R&D portfolio, the drug development processes and the data that are utilized to make judgments, e.g., time, cost, value, risk, EPE/IPE, and the challenges associated with the use of these data to date
9

Experience For Analytics Portfolio Manager M/f/x Enabler Resume

  • Willing and able to get things done (“roll up your sleeves” attitude), take ownership and work independently
  • Draw out integrated insights on the portfolio
  • Keep and engender a strategic perspective of the portfolio while also able to delve into the detail when necessary
  • Resilient, flexible, collaborative, team player
  • Manage quantitative analytic models and applications in collaboration with Enterprise Risk in support of the firm’s risk management. Build and enhance various analytic models including sensitivity analysis, stress testing, value-at-risk, scenario testing, and Monte Carlo simulations. Recommend and implement industry best practices for portfolio analytics

List of Typical Skills For an Analytics Portfolio Resume

1

Skills For Portfolio Analytics Manager Resume

  • Consolidate analyses into a holistic portfolio view for analysis and prioritization
  • Demonstrated ability to produce detailed reporting packs in English
  • Experience with scientific computing language such as SAS, R, Matlab, Python
  • Experience using SQL for database manipulation. Proficiency with Microsoft Office and macros customization (VBA)
  • Good understanding of financial measures of risk/return
  • Experience in qualitative and quantitative bench-marking required
  • Demonstrate a “One BMO” culture that is decisive, adaptable, integrated and straightforward
  • Extensive experience in Credit Risk or Portfolio Analytics
2

Skills For Manager Portfolio Analytics Resume

  • Facilitate and orchestrate prioritization and trade-off discussions among senior leaders
  • Coordinating internal review/debate workshops from both R&D and commercial perspectives
  • Reviewing findings with external experts (where relevant) and internal senior leadership
  • Working knowledge of Credit Risk Management systems, especially as they related to adjudication, portfolio management and collections
  • Grow BlackRock’s business: Implement bleeding-edge technology to deliver tactical solutions supporting new investment products and ad hoc analyses
  • Independently manage NIBR portfolio analysis, including standardized dashboards, as-sessments as well as creating insightful ad-hoc analyses
  • Highly analytical and able to derive meaning from data through A/B testing for email optimization
  • Drive efficiencies and productivity through the development of continuous improvement to infrastructure and enabling technology
3

Skills For Director, Portfolio Oversight & Analytics Resume

  • In-depth knowledge of business and commercial lending products
  • Provide forward looking challenges and its strategic implications for the credit portfolio, and recommend actions to business leaders
  • 3) identify, participate and lead cross portfolio initiatives to advance portfolio level understanding and enable decisions and actions
  • Deep understanding of personalization and persona
  • Develop and manage 3rd party relationships to deliver innovative solutions that deliver superior financial performance
4

Skills For Credit Portfolio Analytics Resume

  • In-depth knowledge of funds and institutional real estate investment
  • Proficient with SAS/SQL and Microsoft Office
  • Knowledge of Bureau and specialist commercial risk data would be great!
  • Quantitative analysis of previous Sanofi performance and external benchmarks
  • Use analytics to inform and shape decision making by Global Project Teams and senior leadership (e.g., analysis to determine optimal development strategy, scenario analysis, decision trees)
  • Deploy markets knowledge in conjunction with fluency in risk analytics and the Aladdin platform across asset classes
  • Build bullet-proof relationships with BlackRock’s portfolio and risk managers to facilitate and enhance the investment process in a scalable fashion
  • Recruit, coach, and develop junior team members and provide oversight on key initiatives
5

Skills For Portfolio Management Performance Analytics Resume

  • In-depth knowledge of business related computer software specifically Excel, PowerPoint and Word
  • Measure and monitor risk composition through analytics to ensure compliance with risk limits and risk-appetite constraints, while assessing market opportunities and capital requirements
  • Develop forecasting models to further enhance portfolio oversight, stress testing scenarios aimed at improving the forward looking assessment of risk appetite
  • Independently manage NIBR benchmarking activities, including all internal and external stakeholder management. Represent NIBR in external forums and use insights to inform NIBR decisions
  • Experienced performance measurement professional with 4-6 years of experience
  • Demonstrated track-record of excellent critical think-ing abilities as well as a commitment to quality
  • Report development and analysis experience strongly desired
  • Support Portfolio Management team in cross-NIBR prioritization and individual DA productivity assessments
  • Work closely with Novartis colleagues to ensure common understanding of the status of the portfolio through Proof of Concept (PoC), including Strategy and IR teams
6

Skills For Manager of Portfolio Analytics Resume

  • Experience with statistical software packages such as SAS/Enterprise Miner/Knowledge Studio and programming in SQL or VBA
  • SAS programming experience
  • Support design and maintenance of portfolio databases and tools
  • Advanced knowledge of risk management best practices, in particular as they relate to collections
  • Experience in a professional analytic and reporting capacity in support of an Operational, Accounting, or Finance group, preferably in a financial services industry-related role
  • Previous knowledge of portfolio data curation and typical portfolio analyses required
  • 1) deliver timely, meaningful, user friendly and efficient portfolio communication to PTD and broaderPT community
  • 2) conduct impactful portfolio analytics to provide portfolio insights
  • 4) enhance tools, technology and methodology for portfolio analytics
7

Skills For Director, Gcsg Portfolio Analytics Resume

  • Accurate financial modelling and analysis of real estate investment opportunities and approved investment strategies for development, refurbishment, leasing, operation or sale using Excel, Argus, and the company’s in-house fund model, generating the key performance indicators of risk and return and running sensitivities
  • Providing research data to support to the Fund’s strategies and key underwriting assumptions and testing these to optimize returns, i.e. asset plan, legal and tax structure
  • In preparation for CCAR, coordinate the evolution of SVB’s stress testing, economic capital and risk modeling procedures in collaboration with internal partners and consultation with Auditors, loan Examiners and other constituents
  • Manage IT workflow by defining and prioritizing projects to be included in the IT book of business
  • Manage the continued development of the Fixed Income Anaytics staff including goal setting and performance reviews and evaluation
  • Responsible for the management and development of the Analytics staff
  • Responsible for the oversight and management of the group’s reporting and analysis, communication of results with Investments and Risk, on-going projects, and overall workflow associated with the Fixed Income Analytics team
  • Demonstrate the ability to explain the fixed income attribution and risk models, portfolio analytics, and Performance analysis/metrics used by the Global Performance Measurement and Risk group
  • Responsible for oversight and daily maintenance of portfolio analytics and attribution systems. Assess the importance of any given problem, manage the flow of information surrounding the incident, and ensure that the issue is resolved
8

Skills For Leader, Portfolio Analytics Resume

  • Responsible for leading projects designed to enhance the Analytics group’s capabilities to support portfolio analysis for the broad range of Invesco’s fixed income products
  • Support the design, development, and implementation of new and existing analytical tools to help monitor and explain performance and characteristics of portfolios
  • Lead and manage multiple complex and strategic reporting and analysis processes
  • Creativity/Idea Generation – generates fresh project ideas and looks for ways to improve existing processes
  • Build an in-depth knowledge of the firm’s products and business lines
9

Skills For Analytics Portfolio Manager M/f/x Enabler Resume

  • Communicate with internal and external clients across Invesco business units to assess their needs and utilize this feedback to create solutions
  • Production and Industrialisation
  • Well versed in GIPS standards
  • MBA/BE/BTech(Computer Science/IT) or Masters in Finance/Statistics
  • BA/BS; 6+ years of experience in strategic, operational, and/or strategic planning, capability management, portfolio management, project management, and financial analysis/modeling or a related field; or any combination of education and experiences which would provide an equivalent background
  • Effective time management skills in order to manage multiple projects and priorities
10

Skills For Custody Portfolio Analytics Development Lead-executive Director Resume

  • Excellent communication skills , written and interpersonal are required
  • Prior experience in portfolio analysis, portfolio analytics, and/or performance measurement is required
  • The maturity and leadership skills to be able to interact at senior levels
  • Experience in data-warehousing analysis and/or reporting role
  • Experience in working with Operations, Data Management, and IT groups within the Investments industry is required
  • Able to analyze information, make connections and demonstrates deep level thinking
  • Clearly demonstrated interest in, and knowledge of, the life sciences industry
  • Experience in Services Delivery, Program / large Project Management, Risk Management
  • Understanding of the analytics, modelling, and data management tools required to evaluate the portfolio and individual assets

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