Portfolio Strategy Resume Sample

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Alia Little
15586 Sigmund Grove,  New York, NY
+1 (555) 944 0303

Work Experience

Senior Manager Portfolio Strategy
12/2015 - PRESENT
Detroit, MI
  • Project management skills (risk and issue management, task management, resource scheduling, documentation, and overall management)
  • Develop and delivery effective presentations to all levels of business management
  • Excellent oral and written communication skills, including presentation development and general consulting
  • Experience with supervision of a team
  • Define metrics for winning consistent with Category’s portfolio - defining incidence, transaction, revenue, gross margin and volume growth targets
  • Drive and shape the Lubricants Strategy with the Lubricants Leadership team to create a clear purpose and direction for the business with a 5-10 year horizon
  • Leading the Lubricants portfolio optimisation and choices working with Regional teams to drive business development and mergers and acquisition including new country entry opportunities
  • Work closely with scientific teams to develop a view on the clinical, epidemiology, development, competitive, scientific, and business rationale for advancing the program into the clinic
  • Build business cases for “development candidates” before they enter late preclinical testing
Portfolio Strategy
05/2013 - 10/2015
Philadelphia, PA
  • Direct asset management of PennyMac’s non-performing whole loan and single family rental portfolios
  • Support JLL Consulting’s knowledge management by assisting in the development of project processes, tools, and client deliverables that drive industry best practices
  • Lead and support internal management initatives to improve the Consulting team’s productivity and performance
  • Dissect, analyze and refine elements of the marketing mix (pricing, distribution, product, promotion/trade activity, and portfolio) to create recommendations on path to market for increasing single serve consumption of NWNA’s portfolio
  • Developing the PRT transaction asset management assumptions and participating the BU’s Strategic Asset Allocation (“SAA”) recommendation for BU Asset Liability Council sign-off
  • Analyzing potential liability/asset/capital asset allocation strategies aimed at optimizing business results; and,
  • Engaging in liability pricing and model development as a member of the BU pricing process
Intern, Owner & Portfolio Strategy
07/2008 - 11/2012
Philadelphia, PA
  • Contact and speak with physicians and other external stakeholders
  • Prepare alternative occupancy analysis for MS corporate offices in the America’s including stay in place, relocate, renovate and/or consolidate. Present strategy briefs to CS Management and MS business units
  • In the real estate business as a real estate capital markets executive, corporate real estate professional or real estate asset manager
  • Prepare Quarterly Real Estate Updates for executive leadership, including real estate cost analysis and identification of KPI’s for the entire UA portfolio, to enable a more proactive and strategic planning and execution
  • Evaluate and analyze firm’s liability risks
  • Work closely with and coordinate with other CREWS functions, HR Workforce Planning and BU’s
  • Analyze corporate clients’ real estate portfolios and develop strategies and plans to achieve long-term operational and financial goals


Quinnipiac University
2002 - 2007
Bachelor's Degree in Related Field

Professional Skills

  • Excellent planning and organizational skills and ability to work in an ambiguous environment
  • Excellent interpersonal skills and ability to interact externally and internally to support the portfolio and externalization strategy
  • Appreciation for and experience in translating business strategy to near-term, operationally impactful actions and priorities
  • Marketing experience including 2+ years managerial experience
  • Project/Initiative management skills
  • Experience collaborating with community-based organizations
  • Experience working directly with leadership teams to build commitment

How to write Portfolio Strategy Resume

Portfolio Strategy role is responsible for software, database, consulting, finance, integration, security, trading, planning, reporting, design.
To write great resume for portfolio strategy job, your resume must include:

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

Contact Information For Portfolio Strategy Resume

The section contact information is important in your portfolio strategy 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 Portfolio Strategy Resume

The section work experience is an essential part of your portfolio strategy 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 strategy 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 strategy position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Portfolio Strategy resume experience can include:

  • Draft validation reports containing/explaining the analysis performed and test results using company templates
  • Team player who can excel in a challenging work environment with a strong desire to learn new things and the ability to adapt to a changing environment
  • Knowledge of the higher education sector and a depth of expertise in conceptualizing and prioritizing strategic direction
  • Develop and maintain a close working relationship with the Line of Business representatives to ensure cost effective, value-added services are provided
  • Experience in consumer lending; product management, risk management, or analytics
  • Experience working in communities with deep-poverty

Education on a Portfolio Strategy Resume

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

When listing skills on your portfolio strategy 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 strategy skills:

  • Work effectively in a highly matrixed organization
  • Demonstrable experience of driving change within organizations
  • Cyber security experience, preferably within Managed Security Service, Security Consulting or Threat Intelligence
  • Experience working in complex, highly matrixed organizations
  • Progressive consulting and/or solution development experience required
  • Proven ability to analyze data to identify trends and drive innovation

List of Typical Experience For a Portfolio Strategy Resume


Experience For Senior Manager Portfolio Strategy Resume

  • Strong ability to articulate product vision and business strategy as it relates to a group of products in a complex portfolio
  • Consistently demonstrate a passion and knowledge across media, culture and market trends to ensure our sales organization is more informed
  • Experience on variety of categories and accounts
  • Interact with all levels of the organization, including the ability to deliver briefings to senior executives
  • Identify and apply for grant funding opportunities in support of behavioral health focused work
  • Participate in grant development and reporting; assist with research manuscripts and support implementation work as it relates to the portfolio
  • Business strategy, competitive analysis and financial analysis in commercial sector
  • Maintain a single cohesive portfolio strategy for A&A, and evangelize A&A’s Technology & Portfolio Strategy/Vision
  • Act as central point to align partnerships for white space and technology for A&A. This includes facilitating the execution of NDA’s with the support of Legal, and facilitating Partnership/Exploration meetings when needed

Experience For Head of Portfolio, Strategy & Transformation Resume

  • Assist in the construction, oversight, and marketing of multi-asset and multi-manager portfolios used to fulfill target asset allocations. Assist in the daily management of multi-manager funds
  • Leads the planning, evaluation, and review of university-wide strategic program portfolio development and evaluation cycles and practices
  • Work with Legal and Compliance to help ensure adherence to all policies and procedures
  • Coordinates market research, strategic outreach planning, and high-level program strategy and business modeling to accomplish the mission of each college program portfolio and achieve the vision of the university
  • Serves as the academic organizations’ business development liaison, assigned to WGU’s portfolio of colleges
  • Collaborates effectively with leadership in Marketing, Strategic Relations, Institutional Research, Finance, and Government Affairs to broaden the program development funnel in alignment with WGU’s wider strategic aims
  • Develops and maintains strategic relationships with market research, business intelligence, third-party providers, community colleges, military, and other partnerships
  • Drive growth across the FNG portfolio by applying a client-centric mind-set and consultative approach to better position FNG platforms and assets against our clients’ business challenges and drivers
  • Build industry category expertise across challenges, audiences, insights, and strategy to inform our internal sales organization as well as engage senior clients

Experience For VP, Portfolio Strategy Resume

  • Establish category baselines and strategic approaches to develop categories across the company
  • Work collaboratively across the FNG sales and marketing organization (i.e. Research and Intelligence teams) to discover insights and applicable FNG strategies that can be leveraged for strategic development of FNG categories and clients
  • Play a quarterback role on larger portfolio client presentations to drive a clear vision and strategy that the sales and marketing teams buy into to drive more creative, story based solutions
  • Partner with our product teams to build industry positioning and clear client benefits to ensure they are customized and positioned as solutions to our clients’ business challenges
  • Documented success building, managing and retaining high-performance teams
  • An understanding of the integration points between creative and media from planning through delivery through optimization
  • Deep understanding of strategic approach to marketing and media plan development

Experience For Head of Product Portfolio & Strategy Resume

  • Partner with sales leadership to advance a consultative selling strategy for FNG Portfolio of assets
  • Consistently exude passion and knowledge across media, culture and market trends to ensure our sales organization is more informed
  • Set, lead/or actively participate in and monitor progress of cross-BU strategic initiatives related to growth (including new product introduction, external partnerships/BD, others) and efficiency (organization, pricing/SKU rationalization, others)
  • Brief senior executive on current company information and emerging strategic and operational issues as required; provide senior executive with line-of-sight to short, medium and long-term goals and priorities for the portfolio
  • Working with HR, Operations and Finance, help set the pace for the organization, identify pressing issues, provide strategy and direction suggestions to the functional area leadership

Experience For Senior Associate, Portfolio Strategy Resume

  • Interface with Corporate Strategy and BU Product Strategy during strategic planning cycle, Board of
  • Serve as trusted advisor to a CA executive (SVP and above)
  • Recognized as a leader in the Security Field
  • Establish professional relationships as a means to achieve business results
  • Manage the development and implementation of the strategic plan for the continued growth of behavioral health-focused work within PolicyLab, serving as a liaison/intermediary to Center projects related to behavioral health issues

Experience For Portfolio Strategy & Acitvation Associate Resume

  • Represent PolicyLab to external stakeholders, including practitioners, community members, policymakers, funders and partners
  • Work closely with Center communications and policy experts to develop and disseminate strategic communications, including blogs, commentaries, and related documents
  • Support each of PolicyLab’s portfolios through operational and coordination support as needed
  • Support project and/or intervention teams as needed
  • Participate in PolicyLab strategy team and support Center strategy activities
  • Support the build of sophisticated user-friendly tools and consider creative approaches to analyzing corporate clients’ real estate portfolios to promote strategy development and attainment of long-term operational and financial goals

Experience For Senior Manager, Product Portfolio & Strategy Resume

  • Day-to-day focus on team execution of new and innovative tools and models and preparing and organizing client presentations. Projects leverage analytical and quantitative methods to analyze real estate and business performance, provide analytical support, information research, financial modeling, and report writing
  • To ensure the evolution of product suite remains attuned to client needs, this role would require exposure to client projects, and in some case managing execution of client engagements to ensure excellence, consistency and profitability
  • Ownership in preparing and organizing client presentations
  • Possess collaborative, inclusive, engaging, inquisitive, and creative demeanor
  • Build, maintain and successfully deliver on project plans that meet our client’s needs within the schedule and budget that has been established

Experience For Senior Manager, Portfolio Strategy Resume

  • Handle large amounts of data, identify key information, and provide insightful recommendations to all levels within the organization with minimal direction
  • Well-grounded knowledge and ability to creatively use analytical and problem-solving techniques; distill complex information to the essential elements needed for client decision making; draw conclusions and record them concisely; manage quality control review of documents produced by the team; produce error-free analytical work
  • Identifies on selective basis implications of portfolio strategy for M&A, partnerships, and new capabilities
  • Interest in data and data analysis
  • Think in operational process steps

Experience For AVP of Portfolio Strategy Resume

  • User knowledge of social media platforms
  • Governance and processes
  • Leads development of consumer/category/channel/geography insights to identify priority growth opportunities for MMBU and inform portfolio deployment against those opportunities across the Juice, NHB and Dairy businesses; overlays competitive insights to refine understanding of opportunity and ability to win in close concert with MMBU GM – Competitive Strategy

List of Typical Skills For a Portfolio Strategy Resume


Skills For Senior Manager Portfolio Strategy Resume

  • Validate the business case and project rationale against BMO’s Office Portfolio overall strategy
  • Manage teams, including those in a remote environment, while demonstrating excellence, integrity, and respect
  • Define the project scope of the office building moves including the impacts on the individuals
  • Be an agent of change in a rapidly changing environment
  • Financial Acumen – including ability to run cost models and ROI calculations
  • Strategic Planning – Portfolio Oversight and Strategy
  • Responsible to assess the high level rationale of the initiative and the business case of multiple office building strategies

Skills For Head of Portfolio, Strategy & Transformation Resume

  • Obtain preliminary funding approval as per BMO’s process and policy
  • Initiate the project team by identifying the resources and stakeholders
  • Develop and execute strategic program and portfolio goals
  • Direct college activities and results across cross-functional teams
  • Build relationships and influence at all levels, both internally and externally
  • Communication – written, verbal & presentation
  • Manage multiple projects as required
  • Project Initiation – Idea Creation

Skills For VP, Portfolio Strategy Resume

  • Governance- Adherence to Strategic Direction
  • Responsible and accountable for the management of oversight of all BMO Office Portfolio in Canada, with a focus on regional strategies outside the GTA
  • Responsible to identify and engage all appropriate stakeholders in the initiatives
  • Identify high-level budgets/costs and timelines of projects
  • Design/define the implementation approach required to enable and manage the change and minimize the impact
  • Direct workplace design assessments, quantitative analysis and feasibility assessments
  • Define options and recommendation for internal clients / Business Partners
  • Implement the project management framework and provide recommendations through the lifecycle of the initiative

Skills For Head of Product Portfolio & Strategy Resume

  • Create initial project documents such as detailed business case, qualitative and quantitative analysis and create initial project deliverables: budget, timelines
  • Manage the scope, budget and funding and timelines sign-off for the initiatives as well as the sign off and approvals of the drawing and design prior to implementation
  • Develop the communication and change management strategies along with Workplace Experience team
  • Align with Business Partners and various stakeholders as it relates to the design and planning of the office building work initiative
  • Develop and maintain relationships with LOB executives and develop understanding of LOB business in order to support meeting their goals
  • Keep apprised of current workplace standards, strategies and trends to achieve CRE’s objective of being “best in class”
  • Define and implement the governance framework as it relates to BMO’s office and corporate design and implementation standards
  • Benchmark BMO workplace metrics to ensure best value for the BMO and optimization BMO premises
  • Define and ensure compliance to sustainability guidelines in site selection

Skills For Senior Associate, Portfolio Strategy Resume

  • Maintain a close working relationship with internal stakeholders to ensure that the initial planning and workplace design are fulfilling business requirements and strategic objectives
  • Thorough knowledge and experience in pharmaceutical R&D, commercial strategy, and/or corporate planning
  • Portfolio strategy and product lifecycle management experience
  • . Healthcare experience REQUIRED
  • Experience in product concept development and commercialization
  • Working knowledge of real estate strategy, initiative management, planning, scope and budgeting, and workplace design
  • Working knowledge of impact of workplace
  • Understanding of education policy, market trends, and accreditation regulations

Skills For Portfolio Strategy & Acitvation Associate Resume

  • Capability to interpreting market research data, analyzing and determining insights from competitors’ actions and benchmarking best practices
  • Labor codes, building codes and construction law and general real estate practices and standards
  • Deep understanding of the drug development process and asset valuation
  • Consistently manage stakeholder expectations and initiative scope and schedule
  • Lead organization of GI TAU strategy and manage forums / create documents to facilitate communication, collect feedback, and alignment
  • Organize and execute regular internal and external focused portfolio reviews to pressure test strategic areas of focus to optimize current portfolio and lead future investment

Skills For Senior Manager, Product Portfolio & Strategy Resume

  • Conduct industry research to gather and analyze insights to evaluate potential opportunities relevant therapeutic and disease areas
  • Intermediate to advanced knowledge of MS Excel, strong data skills and experience with SAS, Tableau and/or other database management tools or statistical programming packages to extract, organize, analyze and report large data sets
  • Experience in product management functions
  • Our integrated global platform
  • The quality and depth of our research
  • Innovative solutions that help clients maximize the value of their real estate

Skills For Senior Manager, Portfolio Strategy Resume

  • Perform Market Analysis, Competitor Analysis, Financial/Business case analysis
  • Analyze Technology and End User Trends, and track nascent markets and players
  • Health and safely and ergonomic procedures
  • Financial background is an asset
  • Recognized team player with proven facilitative leadership skills in a cross-functional global team environment with ability to influence and align stakeholders
  • Rapidly synthesize information from multiple sources, communicate ideas and data both verbally and written in a persuasive and appropriate manner in multi-cultural environment
  • Create and communicate key presentations to internal leadership and external partners with credibility and confidence
  • Present to and influence customers to understand pain points
  • Excellent cross-functional team, project and organizational management skills with the proven ability to interact with and influence varied and diverse personalities across all levels and functions

Skills For AVP of Portfolio Strategy Resume

  • At least two (2) years of relevant post-graduate child and adolescent behavioral health experience in a policy, advocacy, clinical or research capacity
  • Works with brand and category leaders to develop aligned portfolio growth strategy and resource prioritization for DME, Shelf/Cooler access, R&D resources, etc
  • Informs Financial Planning, Brand Planning and target setting, netting out cannibalization across the portfolio
  • Facilitates the stewardship and hand-off of prioritized category roles to portfolio strategy/innovation leaders within each Business Unit for development of innovation pipeline, specific brand roles, etc
  • Strong communication skills, as well as excellent executive-level presentation, leadership and interpersonal skills
  • Demonstrated experience on variety of categories and accounts

Skills For Director of Product Portfolio Strategy & Insights Resume

  • Works with Knowledge & Insights and Reporting COE to monitor effectiveness of Portfolio Strategy execution
  • Successful leadership experience and demonstration of ability to work well across an organizational matrix
  • A passion for media and advertising and the transformation that is happening
  • Understand and communicate the business and strategic value of existing market segments and emerging market opportunities
  • Focus on a task and investigate until identifying a solution

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