Associate, Portfolio Resume Sample

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Willy O'Keefe
229 Kohler Gardens,  San Francisco, CA
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Work Experience

Associate, Portfolio Management
08/2015 - PRESENT
Detroit, MI
  • Model future financial performance of prospective clients, including down-side scenarios, incorporating current reserve engineering data and the bank’s oil & gas pricing estimates
  • Assist portfolio managers in the development of annual and quarterly business plan forecasting for the fund’s investments
  • Work closely with consumer and media strategists and investment specialists to help build a media plan, while also handling day-to-day client requests
  • Compile research data to help the planning teams ensure client is reaching target audience
  • Develop tactical components of client media campaigns, such as flow charts, spreadsheets, and budget summaries
  • Learn and understand each retail & e-tail partner’s unique offering
  • Manage digital invoice reconciliation processes
  • Oversight and maintenance of each Fund’s consolidated fund capital (CFC) portfolio model
  • Create local digital media plans for multiple brands
Associate Portfolio Analyst
06/2009 - 02/2015
Chicago, IL
  • Coordinate planning, approval and implementation of international media campaigns
  • Reviews portfolio and performance associates’ work for accuracy
  • Monitor the investment portfolio and investment markets on a daily basis, identifying primary areas for further discussion
  • Works well with others; strong written and verbal communicator; comfortable with varying (and reactive) daily responsibilities
  • Foster a good working relationship with buying, interactive and retail departments to facilitate flawless execution of plans
  • Learn quickly, work well under pressure, and have a positive ‘can-do’ attitude
  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry
  • Proficient in MS Office, including Excel, Word and PowerPoint
Associate Portfolio Management Analyst
01/2006 - 02/2009
Houston, TX
  • Demonstrated experience with managing day to day aspects of client relationships and projects
  • Demonstrated record of leadership and effective management in matrixed organizations
  • Grow expertise on multiple investment data applications in order to extract investment data, interpret results and assist with analysis
  • Conduct investment research, in conjunction with the portfolio analyst, on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning. Research conducted could provide direct support for marketing, sales, and client service efforts
  • Under the direction of the senior portfolio analyst, creates custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale
  • Develop and maintain knowledge on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers
  • Creates basic fixed income investment messaging to that communicates results of analysis
  • Assist with quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies


Northwood University - Florida Campus
2002 - 2006
Bachelor's Degree in Finance

Professional Skills

  • Strong Excel skills and experience with a statistical computing environment such as Stata, R, SAS, or MATLAB
  • Demonstrated problem solving, decision making, and leadership skills required
  • Strong writing and general communication skills
  • Strong communication skills; both written and verbal and confidence in presenting to a range of audiences
  • Strong analytical & problem solving skills to remove obstacles and proactively solve problems
  • Programming and modeling skills with the ability to apply technology to financial research is desired
  • Exceptional attention to detail, organization skills, and multi-tasking capabilities

How to write Associate, Portfolio Resume

Associate, Portfolio role is responsible for credit, excel, analytical, finance, retail, database, trading, reporting, research, digital.
To write great resume for associate, portfolio job, your resume must include:

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

Contact Information For Associate, Portfolio Resume

The section contact information is important in your associate, 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 Associate, Portfolio Resume

The section work experience is an essential part of your associate, 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 associate, 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 associate, portfolio position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Associate, Portfolio resume experience can include:

  • Use existing or develop strong GBR (proprietary credit management system) skills to assess projected ancillary and RAROC calculations
  • Demonstrated experience working both independently and as part of a team in a highly collaborative, global environment
  • Ensuring effective onboarding of new investments, including implementation of Macquarie’s governance and risk management requirements where required
  • As a member of the Portfolio Team, maintain good quality materials and consistency on processes, advocating for unified IT Ways of Working
  • Experience in working within a global PMO or Portfolio function or with delivering global programs throughout the software development lifecycle
  • Demonstrate support in advancing company and practice objectives of profitability, professionalism and teamwork with colleagues and clients

Education on an Associate, Portfolio Resume

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

When listing skills on your associate, 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 associate, portfolio skills:

  • Interpersonal skills necessary to effectively communicate over the phone and in-person with a variety of individuals at all technical levels are required
  • Strong written and verbal communication skills, with the ability to present capital requests to the Portfolio Management Group clearly and concisely
  • Experience required: Experience in investments, alternative assets, financial services or insurance required
  • Demonstrated experience with managing day-to-day aspects of client relationships and projects
  • Identifying and implementing opportunities to improve the efficiency and effectiveness of PTG’s investing and asset management processes
  • Working knowledge of SAS and SQL or experience with similar statistical tools

List of Typical Experience For an Associate, Portfolio Resume


Experience For Associate, Portfolio Management Resume

  • Coordinating the team’s budgeting process and maintaining the forecast model for the principal book in conjunction with Macquarie’s finance team
  • Advise Deal Teams, Credit Risk Department, and Senior Management on all matters related to committed lending (capital, funding, mitigation, credit risk, etc.)
  • Process and compile data, provide accurate reporting for internal monitoring purposes
  • Assist product management with client service, legal, operational and other noninvestment-related topics for Invesco s high returning strategies
  • (20%) Produce fund and portfolio level detail reports, including performance updates, risk statistics, style exposures, and performance attribution

Experience For Associate Portfolio Analyst Resume

  • Work closely with a senior director within the Portfolio Management EMEA on multiple investment and hedging strategies for managed portfolios
  • Perform analysis of liability profiles in order to optimize portfolio positioning to the unique constraints of individual portfolio needs
  • Prepare regular and ad-hoc presentations, reports and analytics, leveraging the Investments Aladdin system, other BR tools and excel spreadsheet
  • Complete periodic credit reviews of clients in a timely and accurate manner
  • Undertake a variety of operational and administrative functions on a daily basis to support the management of our customer base, including issuing bank guarantees
  • Preparing, administering and managing all aspects of the team’s Quarterly Portfolio Review process including collating portfolio company financials, updating financial models, working with deal teams to prepare presentation materials, and preparing portfolio summary reports for executive management
  • Recruit and develop new team members

Experience For Associate Portfolio Specialist Resume

  • Work with senior portfolio managers in review and approval of capital requests for new lending decisions, assist with the analysis of the portfolio and track and organize capital request submissions
  • Discuss individual deals with deal teams to ensure quality of Capital Request Form submission; improve transparency in the assessment and approval process; highlight relative value vs market data points (trading levels of loans, bonds, CDS, etc.)
  • Monitor portfolio, highlight risk issues and recommend mitigations solutions.
  • Provide client and prospect support for Invesco s high returning strategies including preparation of quarterly investor reports, client and consultant questionnaires, preparation of due diligence requests and preparation of responses to any other ad hoc requests received
  • Assist with distribution of client communications for high returning strategies, including capital call and distribution notices, and quarterly and annual deliverables
  • Strong Excel (preferable experience with VBA), PowerPoint and Power BI skills
  • Demonstrate strong knowledge of the real estate funds and strategies
  • Knowledge or at least a strong interest in financial industry
  • Organized, detail-oriented and able to prioritize multiple projects

Experience For Associate Portfolio Management Analyst Resume

  • (50%) Assist senior portfolio managers with the construction and review of portfolio allocation models and CAPM assumptions on a monthly basis
  • (20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers. Contribute to meeting notes and regular manager/portfolio write-ups
  • (10%) Generate market and portfolio commentary
  • BA/BS in finance, economics, or science related studies required
  • CFA and/or MBA, preferably from a nationally-ranked program, required
  • Helps to generate superior investment performance in Russell's funds and separate accounts
  • Supports the portfolio construction process
  • Support team members in coordination, preparation, and generation of materials related to fund management oversight and evaluation. Confirm and verify data and information. This involves thorough and in-depth reviews of portfolio information to ensure data is presented accurately and consistently to internal and external parties

Experience For Senior Associate, Portfolio Valuation Resume

  • Utilize investment related software to aid in the evaluation of managers and in the formulation of recommendations
  • Effectively monitor and analyze performance of the US debt and equity portfolio, coordinate with and present results and recommendations to relevant stakeholders
  • Participate in the development of new tools, reporting and analyses and work in close collaboration with other Allianz Real Estate hubs abroad in cross-regional projects
  • Assumes full responsibility for complex tasks, processes or entities; manages stakeholders relevant to the area of responsibility independently; reviews and/or coordinates work of others; contributes to projects or leads small projects independently
  • Able to handle complex and confidential information appropriately; awareness of risks in the area of responsibility; executes controls as designed; contributes to process and control improvements
  • Self-motivated and independent; able to work under pressure and meet deadlines; applies analytical skills to resolve complex / unusual / ad hoc queries
  • Strong communication (English) written and spoken; steers communication across teams and locations
  • Strong process awareness and ability to recognize and address operational risk issues
  • Flexible, responsive and self-starting personality. Open-minded thought process and intellectual honesty

Experience For Senior Associate, Portfolio Resume

  • Work with Sr. Portfolio Managers in review and approval of capital requests for new lending decisions
  • Proposes and implements changes / improvements to tasks and processes in own team or across teams
  • Demonstrates commercial awareness in daily service provision and projects. Challenges non-standard processes and strives for efficient solutions that effectively meet client needs. Understands the business context and adapts deliverables to changing business requirements
  • Ensure all mandates conform to performance expectations, investment guidelines, risk parameters, and regulatory requirements
  • Interface with analytics, risk, data and other platform teams to drive process improvement and contribute to overall systems, investment and trading process enhancements
  • High quality BA / BS or better in Finance, Economics, Mathematics or similar field, or equivalent demonstrated professional experience

Experience For Um-senior Associate, Portfolio Management Resume

  • Utilize technology and analytical tools to enhance processes and create scale
  • Two years or more experience in a portfolio management-related role or similar experience desired, including knowledge of portfolio construction, exposure and risk measures, and attribution
  • Meticulous attention to detail with an ability to remain focused across a wide range of portfolio types and activities
  • Current cumulative GPA of 3.2 or higher from an accredited university or college
  • Attention to detail, ability to manage time and workflow & focus on quality work

Experience For Associate Portfolio Dynamics Resume

  • Work closely with Business Partners to ensure that all technology requests follow the demand management process
  • Work closely with Program Managers to lead the demand process for assigned geography, including subsidiary processes like prioritisation, ARB, IRB, continuous improvements, KPIs, SLAs, financial and status reporting
  • Maintain information on assigned projects in line with standards to meet SLAs and provide transparency for all stakeholders
  • Facilitate meetings and communicate action items
  • Ensure projects close out successfully
  • Work supportively and collaboratively within Portfolio team and across other teams
  • Communicate in line with program communications and plans with team and wider stakeholders

Experience For Senior Associate, Portfolio Analyst Resume

  • Ensure that all work product submitted to any client is timely and is of the highest quality
  • Progress toward the Charter Financial Analyst Accreditation (CFA) or a desire to complete the CFA
  • Aladdin System responsibilities
  • Assist with RFPs/RFIs

List of Typical Skills For an Associate, Portfolio Resume


Skills For Associate, Portfolio Management Resume

  • Relevant credit risk management analytics experience in consumer lending
  • Experience in investment banking, private equity or other finance related field
  • Experience using GBR commitment and credit applications
  • Develop and maintain strong relationships with marketing teams that present capital requests to Portfolio Management Group
  • Experience successfully managing projects to tight deadlines
  • Strong work ethic and passion for delivering excellence
  • Experience with object-oriented programming in a language

Skills For Associate Portfolio Analyst Resume

  • Experience in managing a brand’s social channels and online communities
  • Develop and maintain strong relationships with senior portfolio managers on the team and with relationship managers across the organization
  • Experience with Portfolio and delivery tools such as Planview, Jira
  • Experience in the Education industry and specifically with education technology sector or background in Information Technology
  • Collaborating with deal teams to monitor portfolio company developments and investment milestones and reporting portfolio updates to senior management
  • Understanding of quantitative investment research and optimization techniques
  • Working knowledge of Institutional Investors
  • Supporting origination of and operational / commercial diligence efforts for new investment opportunities

Skills For Associate Portfolio Specialist Resume

  • Working with deal teams and portfolio company management to identify and drive value creation opportunities at investee companies
  • Assisting the US Head of Asset Management with targeted projects
  • Overseeing and reporting on the team’s origination activities and new investment pipeline
  • Perform daily fund management tasks, including implementing multiple investment strategies, handling client flows, rebalancing, and attribution
  • Maintain and update content across all social media channels on a daily basis, including interacting with and moderating community response and dialogue
  • Preparation of NEWTON submissions for new and existing commercial accounts to assist in determining Borrower Risk Ratings
  • Assist with the preparation of credit reviews and other documentation related to the transaction approval process for maturing credits prior to any maturity date
  • Working in an investment/accounting role within a money management or investment firm
  • A sound understanding of financial, accounting and valuation concepts

Skills For Associate Portfolio Management Analyst Resume

  • Manage ongoing reporting in close cooperation with Asset Management and Global Data Analytics teams and ensure data quality
  • Contribute to research, and assist commercial activities by working with product strategists in new product launches and client servicing
  • Assist with the day to day management of the ongoing credit relationships with RBC
  • Assist with obtaining necessary RBC and ABL internal approvals for all material transactions
  • Develop brand tone and voice for social platforms while ensuring brand integrity and authenticity
  • Develop and maintain credit risk strategy to support the field underwriting procedures
  • Work with the field and marketing teams to support the loan process

Skills For Senior Associate, Portfolio Valuation Resume

  • Support acquisition system testing and acquisition-related ad hoc projects
  • Proficient working knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc
  • A proactive approach to dealing with matters and able to use own initiative and drive
  • Familiar with social media publishing and analytics platforms such as Meltwater and Facebook Insights
  • Identify cross-marketing opportunities within and across Duff & Phelps
  • Manage physical and synthetic multi-asset portfolios, including long-only and long/short strategies
  • Ensure RBC and ABL guidelines are followed in preparation and documentation of all accounts
  • Role generally requires long hours – 50+ hours per week
  • Role does not require frequent travel

Skills For Senior Associate, Portfolio Resume

  • Manage the escalation processes for crisis and real-time opportunity scenarios and lead communications with all stakeholders (client, PR, legal, etc)
  • Act as a customer advocate, understanding the consumer journey on social in a way that brings innovative thinking to build brand advocacy and loyalty
  • Act as the quality assurance reviewer for all content and engagement
  • An international, dynamic, entrepreneurial work environment
  • 3 weeks of vacation, 8 paid holidays per year
  • Perform due diligence and analysis on renewable energy, thermal power, PPP/infrastructure, and oil & gas transactions
  • Prepare annual transaction reviews and periodic updates
  • Strong skills in meeting facilitation, verbal and written communications, and interpersonal interactions (e.g. partnering, conflict management, consulting, etc.)
  • Proven ability to work independently, remotely, and under pressure to successfully meet deadlines

Skills For Um-senior Associate, Portfolio Management Resume

  • Proficient in Microsoft and Google productivity applications (e.g., Excel, Word, Docs, Sheets, Hangouts, etc.)
  • Proactively monitor acquisition metrics and performance and report management of trends
  • Develop innovative reporting and process control infrastructure for improved quality control around strategies. Participate in discussions with implementation and operational teams to ensure accuracy and quality of policy execution
  • Provide transaction support, including process strategy development, asset underwriting, legal document review and communication coordination
  • Identify and make enhancements to the business' use of internal and external data sources within account management processes
  • Act as a liaison with business partners in intra-departmental projects and presents findings to management and business partners
  • Further develop Duff & Phelps’ capabilities as an intermediary in the secondary market for limited partnership interests and shares in private companies

Skills For Associate Portfolio Dynamics Resume

  • Manage client relationships; identifying and developing opportunities to enhance relationships with existing clients and contacts, with the goal of creating new business opportunities (existing services or identifying and/or developing potential new services/products)
  • Work closely with Duff & Phelps Alternative Asset Advisory Practice in providing valuation services to hedge funds, private equity funds and institutional investors
  • Proven ability to perform data management and analysis
  • Relevant experience, ideally within financial services or asset management industries
  • Comparable or relevant experience
  • AS, SQL, Teradata experience
  • 401(k)/Roth 401(k)/Medical/Dental/Vision insurance
  • Prepare credit proposals for amendments/waivers
  • Analyze and create financial models

Skills For Senior Associate, Portfolio Analyst Resume

  • Monitor covenant compliance and reports from the Hub
  • Monitor, review and manage project finance deals agented by BBVA (update memorandums, meetings/negotiations as applicable with banks, sponsors, legal counsel and other outside consultants, respond to lender participants questions)
  • Interact with Risk, Coverage, Product and Support areas (legal, operations)
  • Maintain PDyA transaction database and prepare reports
  • Prepare material for external meetings and internal purposes
  • Highly proficient in Microsoft Office, Excel in particular, required

Skills For Um-associate, Portfolio Management Resume

  • BA or BS, or its equivalent
  • The ability to think strategically about businesses and market opportunities
  • Track and understand large amounts of data
  • Understand SMBC’s strategic objectives and credit risk management framework
  • Assist with analyzing and defining the client’s investment strategies, analyzing macro and micro economic trends and real estate fundamentals to assist with developing strategic management investment plans for each portfolio
  • Analyze the portfolio composition to best fulfill client requirements and objectives, including total returns, cash flow stability, geographic, product type and economic diversification, risk mitigation, lease roll, and tenant mix (size, number, and industries)
  • Assist with drafting annual Manager Investment Plans (MIP) for each portfolio consistent with the client’s investment objectives, strategic and tactical plans
  • Support the review of business plans, MIPs, client correspondence and reports by the Portfolio Manager, marketing, legal, and senior management. Coordinate production and delivery of various client reports and communication
  • Assist with responding to various client and consultant requests

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