Portfolio Risk Analyst Resume Sample
Luisa Buckridge
589 Klocko Road,
Dallas,
TX
+1 (555) 803 0574
Work Experience
Senior Portfolio Risk Analyst
06/2015
-
PRESENT
Dallas, TX
- Experience in quantitative analysis or equivalent in high level of transferable ability or experience
- Under guidance from the Head of Risk Measurement, collaborate with Head’s of Portfolio Risk (Equity, Fixed Income and Alternatives) to build/implement/enhance market and liquidity risk program
- Provide custom analysis to support the permanent risk function and GPMR’s risk oversight process
- Under guidance from the Head of Risk Measurement, collaborate with Head’s of Portfolio Risk (Equity , Fixed Income, Alternatives) to build/implement/enhance market and liquidity risk program
- Provide custom analysis to support the independent risk function and GPMR’s risk oversight process
- Prepare the regular and ad’hoc analyses produced for Senior Management, Head Office and Regulators
- Key relationships with Corporate and Financial Institutions Credit Officers, Asset Recovery Management, Business Lines, Accounting teams (1st and 2nd lines of defense)
- Key relationship with technology function (Risk Reporting Group) to enhance reports
- Key relationships with peer groups globally within the firm
Portfolio Risk Analyst
04/2010
-
12/2014
Detroit, MI
- Prepare risk reporting using data mining, econometric data, analytic problem solving skills and detailed risk assessments to deliver succinct and actionable findings for implementation and communication to multiple teams across the business
- Support on-going and new initiatives through data preparation, reporting, analysis, and modeling
- Size impacts prior to strategic policy changes and tracking post implementation performance
- Interact with data and business partners to collect data and assess/test potential risks
- Advanced database manipulation skills including data identification, preparation, collection and extraction are critical
- Interact with all levels in the organization to present clear and compelling recommendations based on data
- Proven proficiency with Risk/Reward tradeoffs, P&L drivers and Process Management is critical
Junior Portfolio Risk Analyst
07/2003
-
12/2009
Chicago, IL
- Interaction with regulators; auditors
- Review and analyze the annual update of Basel parameters such as PD, LGD, EAD and CCF, affecting Bank’s Capital adequacy
- Design, generate and maintain portfolio reports to assist in Global Risk Oversight’s portfolio management responsibilities
- Support the team in the execution of portfolio level base case and stress forecast tests, including regulatory stress testing (e.g. CCAR) and Allowance for Credit Losses (ACL), on the Firm’s lending portfolio
- Provide analytical support to evaluation of credit scoring, behavior models and automated valuation models used within the Consumer Lending division. Participate in evaluation of vendor models and analytic tools as necessary
- As assigned
- Prepare recurring and ad-hoc data analysis, reporting, and programming using SAS to support Risk Management oversight on the Bank's consumer portfolio
Education
Ottawa University - Wisconsin Campus
1998 - 2002
Bachelor's Degree in Finance
Professional Skills
- Strong oral, written, and presentation skills; experience writing and presenting statistical findings and analysis
- Strong communication and collaboration skills; ability to work effectively across multiple teams
- Strong data-driven story telling skills
- Strong relationship and partnering skills
- Very strong SAS and Excel skills
- Excellent quantitative/statistics skills with an academic background in a highly quantitative field
- Strong communication skills and an ability to thrive in a team environment
How to write Portfolio Risk Analyst Resume
Portfolio Risk Analyst role is responsible for quantitative, research, database, reporting, advanced, excel, analysis, finance, credit, trading.
To write great resume for portfolio risk analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Portfolio Risk Analyst Resume
The section contact information is important in your portfolio risk analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Portfolio Risk Analyst Resume
The section work experience is an essential part of your portfolio risk analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous portfolio risk analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio risk analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Portfolio Risk Analyst resume experience can include:
- Demonstrated analytical skills and strong attention to detail and the ability to address multiple priorities and deadlines
- Experience demonstrating strong quantitative financial aptitude with ability to understand and interpret output from sophisticated risk models
- Programming skills (VBA, R)
- Quick-thinker, fast learner, problem solver and possess strong analytical skill
- Help building a strong, integrated risk management infrastructure by gathering/mapping/modelling data and resolving data errors
- Good understanding of risk measurement methodologies like VaR, Stress testing, and sensitivities
Education on a Portfolio Risk Analyst Resume
Make sure to make education a priority on your portfolio risk analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio risk analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Portfolio Risk Analyst Resume
When listing skills on your portfolio risk analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical portfolio risk analyst skills:
- Experience working with intricate financial data sets and using technology to analyze and present information effectively
- Solid analytical, mathematical, and quantitative skills
- Good quantitative skills and ability to use database like SQL
- Strong research capabilities and communication skills to translate quantitative data into meaningful interpretation
- Outstanding analytical, problem-solving and organizational skills
- Experience in analyzing portfolio risk a strong +
List of Typical Experience For a Portfolio Risk Analyst Resume
1
Experience For Senior Portfolio Risk Analyst Resume
- Good understanding of financial instruments, in particular in the Fixed Income & Derivatives space
- Build and maintain good knowledge of products, investment processes, trading strategies, market characteristics and Capital markets in general
- Regulatory reporting and monitoring for Global regulations
- Manage bank-wide projects related to credit and risk management on behalf of the business while liaising with different stakeholders
- Create and run various simulations of fund and portfolio performance across different financial market environments
- Under guidance from the Head of Risk Measurement, collaborate with Head’s of Portfolio Risk (Equity, Fixed Income, Alternatives) to build/implement/enhance market and liquidity risk program
- Support projects and processes to monitor, analyze and report market risk, liquidity risk, leverage, counterparty/issuer concentration risk etc. for multi asset class portfolios
2
Experience For Junior Portfolio Risk Analyst Resume
- Liaise and present risk analysis, findings, to product and investment teams
- Support Global projects with cross boarder teams
- Risk Metrics (MSCI) platform knowledge desirable
- Provide custom analysis to support GPMR’s risk oversight process
- Data manipulation, Database maintenance and updates
3
Experience For Bankcard Portfolio Risk Analyst Resume
- Utilize / enhance tools for risk data across Alternative Investments Funds
- Handle multiple ad-hoc assignments (testing model portfolios pre-launch; portfolio construction / optimization exercises; build business cases for added IT support)
- Perform in-depth analysis, track historical performance and trends within Eagle Lending’s loan portfolios
- Actively identify opportunities to improve process efficiency, portfolio quality, and reduce risk
- Oversee implementation of new regulations requirements and, from time to time, help delineate new credit policies
- Provide comprehensive and high quality portfolio risk measurement, analysis and reporting: Value-at-Risk (incl. back-testing), Stress-Testing, Liquidity, CP risk
4
Experience For Lead Portfolio Risk Analyst Resume
- Acquire local expertise of products, investment processes, trading strategies, market characteristics
- Monitor, analyze and report market risk, liquidity risk, leverage ratio, counterparty/issuer concentration risk
- Enhance knowledgebase of risk measurement methodologies with respect to market risk, liquidity risk, leverage, counterparty/issuer risk
- Support the development and refinement of the Risk Appetite Statement by developing, maintaining, and implementing Consumer Auto Portfolio risk appetites that align with the enterprise
- Perform detailed analysis of portfolio trends and develop a comprehensive end to end understanding of Portfolio, cutting across Originations and Servicing
- Perform analytics to proactively identify issues and red flags
- Escalate portfolio concerns to the appropriate levels of management in a timely manner
5
Experience For Unsecured Portfolio Risk Analyst, VP Resume
- Provide reports on Credit Policy exceptions and their performance
- Provide meaningful data insights and perform AD-Hoc analyses as required
- Support projects and processes to monitor, analyse and report Market Risk, Liquidity Risk, Counterparty/issuer Risk, for multi asset class portfolios
- Liaise and present risk analysis, findings, to product, fund manager and other cross teams
- Provide ad hoc analysis to support GPMR’s risk oversight process
- Data manupalation, Database maintainance and updates
- RiskMetrics (MSCI) platform knowledge desirable
6
Experience For Mortgage Portfolio Risk Analyst Resume
- Design custom computer programs to facilitate portfolio analysis and implement such design
- Design/improve quantitative models/tools to help monitor and manage risk as well as explain performance
- Development of efficient and accurate MI
- Source data from various warehouses and external partners and define requirements and execute build of data sets to meet business needs
- Use historical and current data and work closely with cluster teams to provide insight and recommendations on portfolio, product and channel performance
- Take responsibility for the production of a variety of BAU reports and ensure they are delivered within agreed timescales
7
Experience For Portfolio Risk Analyst Credit Risk Management Resume
- Assist with collation of the information required for the monthly MI packs, ensuring it’s both accurate and produced on time and that any changes required by senior management are also delivered
- Respond to requests for information from senior management
- Produce timely, clear and accurate data to meet those requests
- Maintain control of our underwriting and customer management systems by: Regular exception reporting & ensuring all system releases are tested with the appropriate level of coverage
- To provide both analytical and technical expertise in regards to all areas of our decisioning systems including knowledge and understanding of both internal and external feeds
- Be the link between strategy decision and system implementation, providing technical expertise as well significant stakeholder management across delivery and business functions
- Use systems and process knowledge to support the delivery of strategic SI projects – become an expert in our application, underwriting and customer management systems
- Interacting with stakeholders to articulate findings and gain a better understanding of requirements
- Factset, Northfield/Riskmetrics/APT/BARRA desirable
List of Typical Skills For a Portfolio Risk Analyst Resume
1
Skills For Senior Portfolio Risk Analyst Resume
- Advanced VBA and Excel skills to be used to develop quantitative tools to perform statistical analysis
- Advanced computer skills in MS Office Suite
- Interpret and effectively communicate investment risks across Alternative Investments Funds
- Experience using database (Access, SQL etc) technology and related query/reporting
- Experience in Risk Forecasting, Stress Testing and Portfolio Construction / Optimization applied to multi-asset portfolios with heavy OTC Derivatives exposure
- Improve efficiency and effectiveness of global operating platform by designing custom computer programs/macros/queries
- Promote a strong risk culture by using constructive dissent to appropriately challenge using data and analysis
2
Skills For Junior Portfolio Risk Analyst Resume
- Solid understanding of risk measurement methodologies like VaR, Stress testing, and sensitivities
- Working experience preferably in Alternatives (Private Equity or Real Estate)
- Very good understanding of credit card dynamics
- Experience in SAS and/or SQL programming is essential
- Strong understanding of financial markets and instruments
- Good understanding of instruments’ valuation, in particular in the Fixed Income & Derivatives space
- Strong understanding of analytic systems (such as Barra, RiskMetrics, Factset, Bloomberg)
- Collaborative behavior, able to quickly forge effective working relationships with a variety of personalities
- Solid understanding of financial instruments, in particular in the Fixed Income & Derivatives space
3
Skills For Bankcard Portfolio Risk Analyst Resume
- Experience within card industry
- Risk Analysis experience
- 1 to 4yrs experience in Capital Markets field ideally under risk management, research or analytics
- 3 to 7yrs experience in Market risk management and Regulatory field
- 1+years’ experience preferably in Alternatives (Private Equity or Real Estate)
- Experience with Bloomberg required
- Direct market experience
4
Skills For Lead Portfolio Risk Analyst Resume
- Good knowledge of Bloomberg essential
- Seven to ten years of experience in the financial industry (min 3 years investment analysis with an asset management firm)
- Consumer Finance industry experience, (e.g. auto, card, mortgage etc.)
- Support and validate investment teams processes through Portfolio Construction / Optimization
- Good knowledge of SQL databse
5
Skills For Unsecured Portfolio Risk Analyst, VP Resume
- Understanding of risk management concepts and key performance drivers within consumer lending portfolios
- Understanding of data mining and analytical techniques
- Working knowledge of software and IT/Database systems
- Understanding of how to cleanse and construct data
- Monitoring of trends, root cause analysis and proactively escalate and articulate issues
- Liaising with key internal and external stakeholders to ensure analysis/context is complete,
- Work collaboratively with data analysts to develop of reporting structures, including Visual tools, and routines to help with monitoring Portfolio Health
- Basic understanding of risk measurement techniques such as VaR and Tracking Error etc
- Basic understanding of financial instruments at theoretical level incl. basic pricing methodology
6
Skills For Mortgage Portfolio Risk Analyst Resume
- Keen understanding of markets and instruments, understanding of asset management business, and a proactive attitude
- Assist portfolio team in executing hedge fund trades/working with operational teams to handle trade issues
- On-going monitoring of performance
- Support the Portfolio Risk manager in creating and compiling storyboards and presentations that provide guidance to C-Level executives via business reviews
- Advanced understanding of SAS, specifically Proc SQL, and Excel
- Detail oriented, self-starter that is capable of taking a project from inception to completion
- Basic understanding of instruments’ valuation, in particular in the Fixed Income & Derivatives space
- Proficiency in programming languages and statistical analysis
7
Skills For Portfolio Risk Analyst Credit Risk Management Resume
- Ensure quality and timely submissions on various regulatory reporting
- Regular Mortgage performance monitoring and any shifts to be highlighted immediately to senior management
- Support senior staff in research/quantitative/qualitative analysis of existing portfolios
- Work with portfolio managers to build hedge fund portfolio proposals that include both existing and proposed positions
- Develop new reports and enhance existing through automation or identification of new data sources
- Develop a deep understanding of the business to address requests and inquiries related to credit, risk and portfolio management
- Develop basic understanding of the markets in general and potential impact on portfolio risk
- Support Global projects with cross boarder teams including IT and Risk vendor
- Background in data analysis
8
Skills For Credit Risk Portfolio Risk Analyst Resume
- Background in credit risk
- Any other statistical or quantitave qualification
- Translate quantitative data into meaningful interpretation for the benefit of the broader team
- Think strategically, use sound judgement, and balance short and long- term risk decisions
- Comfortable with appropriate challenge and escalation
- Detail-oriented, deadline driven, self-motivated, and organized individual
- Knowledge of systemic analysis and database management
9
Skills For Portfolio Risk Analyst Resume
- BPS and Payments generally, is a key growth area for the bank with aspirations of helping to drive trans-Atlantic strategy for Barclays and provides an exciting opportunity to become a subject matter expert in Risk management data within one of Europe’s leading payments business
- Development and build of data asset using SAS to support reporting and analytical requirements
- In depth investigative analysis on the portfolio and segments through use of data available via various cluster warehouses and outsourced data
- Production of ad-hoc MI and support to the wider CRO teams and senior management/stakeholders
- Production of a range of reports to establish credit performance, specifically to contribute to the monthly Risk Management Committees and senior stakeholder meetings
10
Skills For Senior Portfolio Risk Analyst Resume
- Clear articulation of recommendations via PowerPoint and team presentations
- Provide expertise and advice to colleagues within and outside the immediate team on major change projects and other major business risk events
- Enhance knowledgebase of risk measurement methodologies with respect to market risk, leverage ratio, counterparty/issuer ris
- Perform statistical analysis of hedge funds/portfolios of hedge funds to identify drivers of returns and multi-factor correlations
- Monitor portfolio performance and risk to ensure adherence to portfolio and/or client mandate
- Identify sources of performance deviation from established benchmarks
- Produce comprehensive performance reports for both internal committees and external clients
Related to Portfolio Risk Analyst Resume Samples
Credit & Portfolio Risk Analyst Resume Sample
Work Experience
• To define, analyze, implement, and monitor credit risk strategies
• Provide quantitative support for internal audits (ARA, FCR and Balanced Scorecard)
• Compose and develop RAF documentation for review with Brands & Global Risk Management
• To defin...
Professional Skills
• Proven skills in system design and impleme...
• 1-3 yrs financial accounting, corporate ba...
• Financial services experience preferably i...
Liquidity Risk Analyst Resume Sample
Work Experience
• Interest in liquidity risk management and the interplay between liquidity providers (ex. long term debt issuance) and liquidity users (ex. Loans desk, investment portfolio) within a banking institution
• Communicate key drivers of the Americas-wide liquidity profile by summarizing major business ac...
Professional Skills
• Positive, energetic, flexible and self-mot...
• Experience in funding/liquidity management...
• Experienced in communicating and presentin...
Project Portfolio Analyst Resume Sample
Work Experience
• Measure performance of Zurich’s project and portfolio management tools and end user satisfaction to ensure that the performance and availability meet the needs of the end users. Ensure any queries and defects are addressed to ensure high level of service provision and manage timely updates and communications
...
Professional Skills
• Assist with department-wide annual budget ...
• Assist with on-going Project Portfolio pro...
• Assist with data requests related to other...
Analyst, Capital Resume Sample
Work Experience
• Consolidating and executing aggregation process for CCAR
• Following up with stakeholders to ensure timely delivery of inputs for CCAR process
• Supporting external reporting (FR Y14A/Q/M)
• BU/portfolio level, board, and FR reporting
• ...
Professional Skills
• Adaptability - Exhibits the capacity to su...
• At least one (1) to three (3) years of pri...
• Analytical and proactive problem-solving s...
Analyst, AML Resume Sample
Work Experience
• Uses analysis and internal peer reviews to identify significant trends requiring further investigation, root causes; predicts potential impact; improves the quality and consistency of SARs reported to the U.S. Government; and provides reporting to various levels of senior management, monitoring teams and other Compliance...
Professional Skills
• Have excellent interpersonal skills and ab...
• Supervise others’ work (in particular, rev...
• Strong communication skills: oral and written
Analytics Manager / Senior Analytics Manager Resume Sample
Work Experience
• Lead a global team of analysts to integrate market data, spend analytics and quantitative modeling into a cohesive package, which meets the analytical needs of procurement by providing insights that empowers better business decision making
• Collaborate with the Shared Service Centers to get the an...
Professional Skills
• Excellent communication skills and executi...
• Strong Skills- Microsoft Excel, Access, Po...
• Demonstrated experience managing a high pe...