Manager Portfolio Resume Sample

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Eudora Mante
25933 Daniela Passage,  Chicago, IL
+1 (555) 717 0769

Work Experience

Manager, Portfolio
10/2015 - PRESENT
Phoenix, AZ
  • Good investment management know-how and depth of experience, as it relates to understanding economic and capital markets data in order to describe the firm’s investment strategy to partners and clients
  • CIM Designation and/or CFA enrollment would be an asset
  • Advanced knowledge of Excel, MPower would be an asset
  • Build new decisioning infrastructure using customer level information, segmentation and predictive models. Achieve multiple business objectives by using optimal trade-offs among credit losses, receivables and profit
  • Develop credit line strategies to improve risk control and segment profitability
  • Design and implement comprehensive line tests to better understand the financial impacts of different actions and strategies
  • Participate in implementation process to ensure accuracy and quality of execution
  • Facilitate implementation discussion with operational centers to improve treatments
  • Develop, review and track strategys performance
Manager Portfolio Oversight
09/2011 - 08/2015
San Francisco, CA
  • Maintain risk controls, policy quality and integrity by conducting periodic accounts reviews
  • Develop, review and track strategy performance
  • Responsible for developing student loans underwriting strategies using customer level information, segmentation and predictive models. Achieve multiple business objectives by using optimal trade-offs among credit losses, receivables and profit
  • Design and implement comprehensive tests to evaluate financial impacts of different actions and strategies
  • Facilitate implementation discussion with operational centers to ensure accuracy and quality of execution
  • Reviewing and tracking strategy performance
  • Responsible for maintaining policy quality and integrity by conducting periodic accounts reviews
Senior Manager, Portfolio Services
11/2005 - 04/2011
Chicago, IL
  • Build, lead and develop a team of highly skilled credit risk analysts. Includes recruitment and setting of appropriate objectives and effective development plans for the team
  • Determine contract requirements for each event utilizing team members’ expertise
  • Advise and manage junior members of the team to evaluate money manager issues and facilitate resolution and/or review of legal issues with appropriate attorneys
  • Manage end-to-end process for manager changes from ISC approval to signed contract receipt to ensure completion of all implementation steps
  • Advise and manage junior members of the team to determine derivatives contract requirements for each event
  • Commission Recapture and Soft Dollar Programme for internal funds
  • Manage Russell Investments commission recapture and soft commission program to maximize participation. Responsibilites include manging external vendors, reconciling trade and payment data, paying research invoices and the reporting to various boards, committees and clients
  • Focus on negotiating participation rates with external money managers as well as internally directed trading


Chapman University
2001 - 2005
Bachelor's Degree in Applicable Area

Professional Skills

  • Excellent verbal, written communication and presentation skills; excellent project and people management skills
  • Strong project management skills; experience handling complex projects with multiple partners
  • Project management skills, including ability to prioritize, meet deadlines and follow through on completion of high-profile projects
  • Excellent written, verbal, interpersonal, and organizational skills
  • Strong analytical skills, ability to interpret data and good business acumen
  • Strong facilitator skills in improvement processes
  • Confirmed relationship management and strong communications skills

How to write Manager Portfolio Resume

Manager Portfolio role is responsible for training, retail, credit, integration, security, compensation, payroll, reporting, design, insurance.
To write great resume for manager portfolio job, your resume must include:

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

Contact Information For Manager Portfolio Resume

The section contact information is important in your manager 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 Manager Portfolio Resume

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

Representative Manager Portfolio resume experience can include:

  • Provide management oversight of other members within the Portfolio Onboarding team, including goal-setting and helping prioritise workload for individuals
  • Support portfolio pipeline management and alignment of portfolios to strategy and OLIs to ensure that BAGL is prioritising the ‘right’ projects
  • Build and maintain effective relationships with business functions particularly Operations and System teams that strategies are deployed appropriately
  • Has a strong interest in and enjoyment for the type of work
  • Possesses strong institutional knowledge. Knowledgeable about different markets, products, tools and associated risks that the business supports
  • Analyze portfolio performance and diagnose portfolio trends in order to make strategic recommendations to improve credit program effectiveness

Education on a Manager Portfolio Resume

Make sure to make education a priority on your manager portfolio resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager portfolio experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Manager Portfolio Resume

When listing skills on your manager 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 manager portfolio skills:

  • An individual who focuses on quality with skills in planning, analysis, forecasting and implementation
  • Extensive computer skills including in-depth knowledge and proficiency in SQL, SAS, Excel and PowerPoint
  • Work experience in consumer credit or student loan lending with a strong foundation in Collections strategy and policy
  • Experienced in various areas of the risk management process including acquisitions, portfolio management, and loss forecasting
  • Experienced in gathering requirements and developing system specifications
  • Relevant credit risk management analytics experience in consumer lending

List of Typical Experience For a Manager Portfolio Resume


Experience For Manager, Portfolio Resume

  • Review problem areas and establishes effective action plans to mitigate risks specific to product/markets
  • Straightforward, no nonsense personality and approach
  • Employs a collaborative approach to people, processes, and projects, and has the ability to work with internal and external teams and stakeholders
  • Aligns with and represents the Segale Family core values
  • Uses tools and techniques to effectively identify trends and risks. For example: Perform detailed analysis for complex credit recommendations (consumer, issuer, acquirer, and vendor) to ensure appropriate risk/reward balance, including contract analysis and negotiations
  • Communicates findings of analysis to business managers
  • Mentors junior analysts & coordinates workflow

Experience For Manager Portfolio Oversight Resume

  • Manages the investment portfolio and ensure that all planned investments are aligned with the business and IT stakeholders and have executive stakeholder commitment
  • Continuously evaluate, prioritize and optimize IT investment portfolio based on strategic value, business needs, cost/benefits and critical risk across all regions. The portfolio manager ensures that Investment evaluation process meets RBS’s investment standards and criteria and has the proper authorization level
  • Continuously review the project investment portfolio to identify and exploit synergies, eliminate duplication across all regions and between individuals programs
  • Reviews and assess strategic project initiation deliverables such business cases on strategic justification and risk
  • Apply mathematical or statistical techniques to address practical issues in credit, such as risk management, loss volatility, impact of credit actions, etc
  • Collaborate with Business Partners on strategy development
  • Monitor, explain and forecast key financial metrics related to asset quality

Experience For Senior Asset Manager / Portfolio Manager Resume

  • Develop dashboards to monitor and explain trends
  • Coach junior analysts, share knowledge and help cross-train team members for back-up and business continuity; plan and monitor own work and work of others to ensure project objectives and specifications are met on time
  • Provide management and leadership to assigned properties and book of business. Collaborate with Regional Director to develop goals and communicate established goals. Ensure the goals and needs of the properties, company and its customers are consistently met
  • Maintain knowledge and understanding of the contracts between the associations and FirstService Residential. Ensure all contractual obligations are being met based on book of business
  • Process architectural control applications and close them out in a timely manner
  • Oversee all construction projects and ensure property maintenance/improvement and other related projects are completed on time and within budget. Maintain open communication and provide timely action updates to the Board and residents
  • Create, maintain and upload a wide variety of information in FSRConnect including but not limited to work orders, signed meeting minutes and Monthly Management Report for the entire book of business. Fulfill all company Connect compliance expectations throughout the year

Experience For Senior Manager, Portfolio Services Resume

  • Oversee training and cross training programs and ensure all direct and indirect associates are aware of and comply with company, government and customer regulations, policies, work procedures, instructions and deadlines. Participate in training programs and webinars as required
  • Observe safety standards and participates in the Company's efforts to provide a safe work environment. Conduct periodic safety meetings and ensure staff is trained and educated on safety procedures. Adhere to and maintain established Hurricane procedures. 12. Address Worker Compensation incidents according to company policy
  • Maintain calendar of meetings and events and initiate and /or attend a wide range of internal and external meetings. Prepare and conduct a wide range of presentations as needed
  • Recommend and manage the multiple budgets for the functional area of responsibility based on book of business. Monitor expenses, initiate cost reduction programs and negotiate prices with vendors. Ensure property expenses are maintained within budget
  • Update Association communications and ensure current information is displayed on the association boards and website. Prepare association newsletter and/or other communication with owners and residents as required

Experience For Manager, Portfolio Insights Resume

  • Participate in the development of Standard Operating Procedures and maintain existing procedures. Review processes and ensure they are in compliance with current statute. Manage the communication and compliance of SOPs within teams, managers and internal and external customers
  • Maintain accurate records, files and communications pertinent to the Association and maintain up to date equipment maintenance logs and emergency shut off procedures book
  • Attends multiple day and evening meetings on a monthly basis
  • Manage payroll to ensure time is allocated correctly based on book of business and well has contracted hours
  • Conduct business at all times with the highest standards of personal, professional and ethical conduct. 2. Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies
  • Maintain strategic alignment

List of Typical Skills For a Manager Portfolio Resume


Skills For Manager, Portfolio Resume

  • Broad-based Fidelity experience; experience with systems development projects, business analysis and systems analysis
  • Extensive experience with SAS and SQL programming
  • Experienced presenting to Sr. Management
  • Experienced in delivering products against a plan in a fast-paced, multi-disciplined, distributed-responsibility and often ambiguous environment
  • O Solid understanding of portfolio dynamics to determine profitability, loss, and balance attrition inter-relationships
  • Relevant work experience
  • Managerial/supervisory experience

Skills For Manager Portfolio Oversight Resume

  • Masters in a quantitative discipline and 6+ years of experience in financial services industry, or equivalent
  • Experience with data analytics, data mining or statistics; data aggregation, manipulation
  • Efficiently extract, consolidate and analyze data from multiple source systems using SAS, SQL, and Excel
  • Critical thinking, complex problem solving, judgment and decision-making ability
  • Responsible for maintaining credit policy quality and integrity through control reporting
  • Knowledge of home mortgage lending industry practices and performance measurements
  • Adjust to changing circumstances
  • Manage team member’s performance, utilising HR support procedures as required
  • Proficiency with statistical software and other analytical tools, especially SAS & SQL

Skills For Senior Asset Manager / Portfolio Manager Resume

  • Able to independently influence and resolve conflicts with others
  • Apply critical thinking in complex situations; experience working in cross functional groups including SW engineering, Marketing, e-commerce and infrastructure
  • AS, SQL, Teradata experience
  • Knowledge and ability to apply Florida Statutes and Community's documents
  • Knowledge of assets, cash balance, and availability of funds for projects and cash flow management for capital improvements
  • Respond to emergency situations within established timeframe
  • Demonstrate motivational High Performance Organisation leadership skills and behavior’s, building effective working relationships with all team members and leading by example

Skills For Senior Manager, Portfolio Services Resume

  • Maintain visibility across the whole team by encouraging two-way communications,
  • Contribute to the layout of a new go forward analytical framework by assessing PCLs arising from adoption of IFRS 9, while building processes to leverage IFRS 9 data created by Provisions to enhance insights on key portfolio trends and refine risk management monitoring tools
  • Use data mining and analytical tools to query large data sets and identify patterns, analyze and manage data to deliver targeted information. Apply modeling and statistical analysis to create frameworks for recurring use
  • Support IFRS 9 education of key partners that make part of the credit lifecycle both in GRM and Business Lines while developing communication strategy for IFRS 9
  • Build strong relationships with key partners. Collaborate closely with multiple global stakeholders both within GRM, Finance and Business Lines to ensure alignment across key IFRS 9 initiatives

Skills For Manager, Portfolio Insights Resume

  • Strong working knowledge of deep level analytics and problem solving coupled with strong technical skills in SQL, SAS, Excel, PowerPoint; strong problem solving skills and ability to conceptualize strategy, work with large data sets and find insights from various sources
  • Use any resources independently to lead the analytics process and identify valuable / innovative approaches that can be employed to deliver better results
  • Effective communicator of key findings across various roles within the organization. Ability to leverage visualization tools and foster collaboration across other teams to create powerful representations of results
  • Experience with development of business strategies leveraging analytics
  • Strong in strategic topics, adding value to vision and strategy
  • Ten (10) years’ experience in financial markets and dealing with investment clients
  • Experience with mass market advertising
  • Proven strategic thinker, with an ability to provide thought leadership
  • Progressively responsible management experience in IT

Skills For Manager, Portfolio Engagement & Growth Resume

  • Strong team orientation; dedication to excellence; attention to detail
  • AS, SQL, Teradata experience
  • Managing a diverse portfolio of existing and future real estate assets to generate long-term, sustainable revenue streams
  • Proficiency in using structured systems development methods and techniques. Process knowledge/ thinking ( General Architect)
  • Provide learning and development opportunities and create career path for team members, offer mentoring where appropriate
  • Develop portfolio oversight dashboard to monitor portfolio risk and profitability at the regional, country, product, and customer segmentation level. Proactively identify areas of opportunities for improvement and growth in accordance with the Bank’s credit risk appetite
  • Fluent English (word and writing)

Skills For Senior Manager, Portfolio Resume

  • Knowledge of residential marketing
  • Timely order generation of the model changes at the security and asset mix level across a large base of clients while working in consultation with the in-field Wealth Manager with regards to cash management needs of the clients
  • Undertake root cause analysis of key portfolio dependencies, risks and issues and advice regarding remediation and action plans. Escalate these to the appropriate governance forum where required Conduct overall project portfolio analysis and evaluate and disseminate key project learning’s across the change communities
  • Identify MI, system and process gaps impacting on BAGL’s ability to prioritise, manage and align portfolios. Support resolution of these gaps
  • Coordinate the production of the Portfolio’s monthly status reports (all projects and small enhancements), including

Skills For Senior Manager, Portfolio Onboarding Resume

  • Initiate, develop and implement credit risk criteria for Payment Programs by establishing appropriate profitability trade- offs using various tools to maximize business return on the business exposure ensuring that key business factors are understood and measured
  • Development and implementation of a comprehensive range of strategies consistent with achievement of defined business objectives
  • Identify and make enhancements to the business’s use of internal and external data sources
  • Manage client portfolios with an end to end client service offering that includes regular client interaction, portfolio performance reporting and presentations of the franchise view on economies, markets and asset allocation
  • Integrated planning and road mapping

Skills For Manager Portfolio, Assoc Produ Resume

  • Communicate with clients telephonically or by visitation nationally to maintain high level working relationships
  • Analyze and interpret data using analytical tools such as SAS, SQL and Teradata to make conclusions on complex portfolio credit recommendations
  • Work with credit teams, Authorization and Collections teams to enhance understanding of customer behavior and life cycle patterns
  • Present the company's product range and the asset classes available for investment
  • Implement changes to client investment portfolios
  • Rationalise the client base to achieve economies of scale, save costs and make the business more scalable

Skills For CP&A Manager, Portfolio Solutions Resume

  • Conduct Adhoc Company or economic research for clients or for the management of their portfolios via the internet, business magazines, newspapers or other appropriate media
  • Operate professionally and execute activities in line with the Financial Services Board and FAIS requirements
  • Participate in strategy development and implementation in support of the organization’s larger vision as articulated by senior leadership
  • Collaborate with senior leadership to support the organization’s financial and operational goals
  • Patient, but with leadership potential: willing to take the time to learn the portfolio and context of the company and have the ability, confidence and presence to take on more and more responsibility and, ultimately, a level of leadership
  • A creative, self-starter and forward thinker, who is able to generate “out-of-the-box” ideas and execute on them successfully
  • An individual with high integrity and discretion
  • A humble, non ego-driven individual with a “roll-up your sleeve” attitude

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