), Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals, Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s), Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment, Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI), Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity, Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership, 10+ years' experience in a business related role; minimum 5+ years' experience in digital marketing (prefer a focus on integrated demand generation), Financial services experience is a plus and/or experience in regulated industries, Understand marketing technologies and methodologies, Demonstrable experience leading and managing email marketing and marketing database segmentation, Experience in identifying target audiences and driving qualified traffic through email / SMS campaigns that engage, inform and motivate, Passionate/knowledgeable about optimized design and user experience, Strong analytical skills and data-driven thinking, Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills, Experience with A/B and multivariate tools/techniques, Experience managing and forecasting budgets and performance across marketing channels, Demonstrated ability to work with external agencies and manage day to day interactions, Innovative thinker -- willing to consider novel approaches to solving difficult problems, Energetic -- high energy, willing to work hard and enjoy success and willing take risks, Self-starter -- driven to get results, needing little or no management oversight, Passionate -- always strive for excellence and have pride in your work, Bachelor's Degree required, MBA preferred, Interface with existing municipal and nonprofit customers in-person, over the phone and email to maintain customer relationship and obtain information needed for periodic credit reviews, Work closely with the Loan Officers to develop the client relationship and ensure a timely credit process, Gather and analyze necessary information to present a financing request to senior management or Loan Committee for approval; recommend acceptance to the Municipal Finance Director, Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within your portfolio; approve loan disbursements in accordance with agreements, Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees, Handle various other underwriting, closing and portfolio management and upkeep tasks and responsibilities, Bachelorâs degree from a four-year college or university; and five (5) or more years of related experience and/or training or the equivalent combination of education and experience, Aligned with a Business Area to develop a deep understanding the vision and objectives, Engages with key Stakeholders to create a clear understanding of the overall portfolio of intent, Serves as the primary point of contact between IT and the Business Area, Prioritizes the work to be done by the dedicated Agile Team(s) over various iterations, i.e. Our resume builder takes care of all the formatting so you can focus on the content. ), 5+ years working with Business partners in shaping strategy and requirements, 3+ years acting in a Product Owner (or similar) role, 3+ years of Agile Software Development Experience, Experience in transforming teams and organizations to new methodologies and mindsets, Experience with the Scale Agile Framework (SAFe), Familiarity with a DevOps mindset and its practices, Experience with the technology landscape that enable responsive delivery including Containers, Cloud, and Continuous Delivery, Lifelong learner open to pursuing new ways of thinking, Excellent collaboration and listening skills, Motivated by supporting the Mission and Objectives, Drives responsive organizational transformation based on trust and ownership, Can break a broad vision into smaller pieces of value, Demonstrates business acumen and ability to influence, Interact effectively with technical and non-technical roles, Participation in client review meetings and pitch presentations, Contribution to the development of the investment process and identification of investment and business opportunities, Customize factor based equity strategies and multi asset solutions, Review optimization outcomes and check for consistency with management guidelines and process, Self-motivated and able to work independently, yet be a team player, Macroeconomic knowledge and ideally also econometric software skills (preferably R), Excellent German and English are required, additional languages a plus, Proficiency in MS Office (Word, Excel, Outlook, PowerPoint), Previous analytical experience (analyzing problems and analyzing results), Ability to work in a fast-paced, dynamic environment, Experience working on Corporate applications (HR, Finance/GL, Risk), Provides direction to leadership to ensure accurate expense management and linkage to portfolio financials, Acts as a primary lead for financial forecasting, planning and management, Accountable for the data held within Clarity for the portfolio supported, Drives progress towards Shareholder goals and metrics and provides financial consultation by maintaining close relationships with Vice Presidents and Directors, Works alongside the Finance organization to perform monthly financial tasks (accruals/reclasses, etc. You can do this by including your passions, favorite books, or even your life philosophy. Organize asset allocation recommendations based upon client input, risk tolerance, goals and understanding. Above the images there will be link to a PDF version of the resume. Instruct currency trades. Dear Ms Graham, My past experience, qualifications and future potential fit extremely well with the requirements of your Portfolio Manager vacancy. Duties: Assisting with the day-to-day management of multi-asset portfolios. That means starting from the most recent position and continue further down. No spam, just information that will help you build a resume that makes you feel relevant and well represented. MANAGER Jun 2013 âPresent Working with clients and colleagues to understand business needs and to then incorporate . ), Monitor performance of investment in the portfolios and recommend strategy on existing exposures. Download Portfolio Manager Resume Sample as Image file, Assistant Portfolio Manager Resume Sample, Perform daily portfolio management tasks; liquidity management, portfolio re-balancing, risk and performance management, Manages the financials of the book of work, monitors the actuals and works with the program managers and project managers to review forecasting against budgets, Establish and develop communications and strategic framework to introduce change for how M&T manages project portfolios, Assist senior portfolio managers in developing, monitoring and attributing tactical asset allocation strategies, including purchases and cash management, Perform Portfolio Management and Reporting with private equity analysis, portfolio management attribution, and performance calculations, Manage the strategic plans for the portfolio assigned, including management of the performance improvement program, Manages the project managers who are working within his or her scope of program management, Project Management Practices: Collaborates to develop, manage and optimize portfolio/program/project management methodologies and disciplines, Expense management: manage the silos travel and entertainment budget and provide PAG head managers with periodic reporting against budget and forecast, Responsible for hiring, performance management, and terminations, and for providing daily work direction, feedback, and coaching to their direct reports, Provides portfolio management subject matter expertise to product development and management to advance the, Conducts property visits regularly and provides Management with recommendations and observations to improve the property, Creates a management report, which depicts the actual condition of the building, progress of specific projects and makes clear and concise recommendations, Project management fundamentals: advanced knowledge of schedule, risk management, issues management, leadership, and can train others, Highly computer literate, with good Excel skills. He applies his deep knowledge and experience to write about career change, development, and how to stand out in the job application process. ; Agile, Lean, Six Sigma etc. Produces or oversees development of written & analytical materials & formal presentations for Sr/executive leadership & other key clients. Career Portfolio for Peter G. Raeth, Ph.D. - 4 - 7 November 2011 . Identifies weaknesses and trends. It states how and what investments are to be made. Engages in implementation, provides golive support, leads the post implementation assessment & facilitates the close-out process. The ability to take complex capital markets and product information, as well as company and industry research and distill down to key points is critical. - Choose from 15 Leading Templates. Play a leading role in transaction restructuring, amendment, consent and waiver request with recommendation to Origination, Senior Credit Officer, and Independent Risk via Approval Memorandum, Prepare and present Quarterly Portfolio Reviews to Risk, submit annual reviews of amortizing transactions for approval; assist in facility renewals and due diligence or revolving transactions, Update the operations team on all pertinent changes to the facilities to ensure the accuracy of deal files and portfolio reports shared with investors and other third parties; monitor rating agency actions and proactively recommend changes in transaction ratings and classifications, Coordinate with the operations team to update the scope of periodic audits of the asset portfolios in light of the deal terms and recent developments and ensure timely audits; negotiate and implement remedial actions with servicers for any major discrepancies revealed in the audits, Maintain organized credit files for credit, regulatory, and compliance purposes, Assist in Basel III implementation and serve as back-up for fellow portfolio managers, A structured finance/ securitization background with a minimum of 2-5 years of credit or portfolio management experience in a financial institution, rating agency, financial guarantor, or asset management firm, An understanding of legal documentation, structures, and cashflow of commonly securitized asset types such as auto, credit card,student loan and trade receivables, Oral and written communications skills enabling him or her to effectively interact with internal and external constituents of all levels, The ability to work independently to meet deadlines, mentor junior members, and initiate ideas with other members of the GSP team and Independent Risk to mitigate risk and maximize portfolio returns, Manage the customer value propositions of the portfolio to remain fresh in the market place and exceed customers needs and expectations, Design marketing campaigns designed to optimize portfolio performance around defined objectives such as balance growth, turnover growth, account growth, or profit, Prioritize marketing initiatives to balance portfolio performance objectives and customer satisfaction, Prepare detailed campaign briefs for group marketing and oversee the creation of marketing collateral that will ensure the campaign achieves its objectives, Oversee execution of sales and ECM campaigns, Analyze key value drivers (example balance and turnover per account) at the portfolio level to keep on top of portfolio health and early identification of changing trends, Utilize P and L information to build the campaign marketing plan, Oversee the creation of business cases for sales and existing customer marketing campaigns, Review and analyze performance of sales and ECM campaigns and make recommendations, Provide inputs into Monthly Business Reviews on portfolio performance, Responsible for achieving the portfolio financial targets including profits, new accounts, balances, etc, Manage the day to day relationships with external partners and stakeholders, Secure support of portfolio initiatives through continuous interactions with business partners, Manage internal key stakeholders to ensure timely delivery of activities to support portfolio performance and execution of marketing campaigns, Prepare presentations and present to senior management and Exco in order to garner support and drive strategic business decisions, Proven, successful and comprehensive experience in BCM in a financial services organisation, Proven, successful ability to manage projects and influence change across a global organization, Strong record of operating with senior levels of management, such that the role holder is able to understand the breadth and range of information and topics addressed in this role and credibly influence and facilitate results across a group of senior BCM professionals as well as CRES and O&T, Ability to operate within a global team environment, Project management with proven track record of delivery of complex change projects in the financial services industry, Business processes, procedures and tools associated with risk and control, Strong planning and organisation skills; able to prioritise, Strong communication skills, with ability to interface and influence a wide variety of staff at all levels in the company, Ability to negotiate with and collaborate with stakeholders and service owners across the bank, Collaborative and flexible style, together with a strong goal orientation, Proven stakeholder and relationship management skills, Personal initiative/drive and fast thinker and learner, Detail-orientated, ensures all critical aspects of a task are attended to, Highly organised and methodical, follows up to ensure tasks are completed correctly and on a timely basis, Quality conscious, high attention to detail and low rate of errors, Strong team worker, able to work virtually, Performance driven and results orientated, Flexible and adaptable to changing business priorities, Able to work under pressure, and strong organisation and project management skills, Proficient in Word, Excel, PowerPoint and Outlook, Investment and asset allocation decisions, Ensure that the funds meet their daily benchmarks by working with the trading desk and by directing equity, bond, swap and futures trades, Involved with cash management of the funds, Implement investment programs and policies approved by management, Provide ongoing research and analysis of market and fund performance, Maintain, monitor, and improve the investment process on a daily basis, Liaise with Sales, Product Development, Marketing, Accounting, and Compliance, Bachelorâs degree required, Masterâs or CFA designation preferred, Minimum 2 years of investment experience, 3 â 5 years preferred, Derivative understanding and experience preferred, Ability to be effective in a fast-paced environment, Solid analytical ability and computer skills required, Understanding and enthusiasm for financial markets required, Remain up-to-date on developments in global financial markets and economics, Conduct original research that forecasts returns in/across the following asset classes: foreign exchange, bonds, equities, commodities, and credit, Contribute new insights for models across the spectrum of macro-oriented investing, Assisting in the portfolio management of London based strategies, Work as part of a global team to maximize client returns, Extensive experience in a relevant role from buy-side, sell-side, hedge fund or similar research environment, An advanced degree in economics or finance (and relevant work experience), Ability to conduct high-quality empirical research, Strong understanding of Fixed Income fundamentals and familiarity with market dynamics, Impeccable character with high ethical and quality standards, Proven ability to work independently with limited oversight, Creativity and capability to move ideas to implementable investment insights, Confidence to credibly represent the firm and to champion new products/ideas internally, Passion for generating excess returns for clients, 1 Key Accountability Area: Investment management of client assets, The portfolio manager will define, implement and maintain portfolio asset allocation levels to meet the clientâs investment objectives using Harrisâ strategic and active asset allocation targets, The portfolio manager will utilize Harrisâ computer models and approved working lists of securities to assist in the structuring of client portfolios, Key Accountability Area: Client development, Portfolio manager will communicate on a frequent basis with clients to ensure a clear understanding of the changing nature of the portfolio and to instill confidence and build credibility with the client, Key Accountability Area: Investment related activities, Portfolio manager will actively participate is assigned committees as well as workgroups designed to achieve broad investment unit objectives, Key Accountability Area: Market related activities, Portfolio manager will be responsible for participating in and making effective investment presentations to prospects or groups of prospects as set forth by the market manager, Bachelorâs degree in business with progression towards MBA and/or candidate in CFA program, 2-6 years of experience in performing specific personal portfolio management functions/responsibilities or have 2-6 years in a related field (including special asset management, trust administration, investment trading, investment research, financial planning, relationship management, etc). Preparing an effective resume is a difficult and time-consuming task. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clientsâ needs and will serve as a conduit for referrals to the SPCG Team of Experts. Trying to land an interview? Make sure every point is accompanied with a concrete example. Excel, Word, Access, Outlook), Portfolio Manager I and III openings also available, Manage a combined CAPEX budget of $7m on behalf of the Infrastructure Director, Monitor expenditure and costs against deliverables and realised benefits as programme develops, Plan and monitor on average 30 concurrent projects within an overall programme, Resolve any issues and instigate corrective action as appropriate, Manage and develop staff within both the project and build teams, Ensure the delivery of new products and/or services from the projects is to the appropriate level of quality, on time and within budget, according to the programme plan, Take responsibility for the quality assurance and overall integrity of the programme, Risk assessment of programme and subsequent management to ensure successful completion, Manage 3rd party contributions to the programme as appropriate, Manage dependencies and interfaces between projects, Collaborate with US IT Teams, local IT teams and International NBCUniversal businesses, A high level of demonstrable experience within Project/Programme management/ PMO function using leading methodologies and processes. Support timely funding cooperating with Funding COE and Underwriting Teams, Ensure control and execution of Factoring Contracts, Capital and WCS policies, following internal SOP, Lead regular portfolio reviews on main Risk triggers and trends on portfolio performance involving underwriters, Service Delivery Team and Client management, Mitigate the risk of loss by taking relevant actions: Reduce or cancel credit limits, block customers, set up Payment Plan, take legal actions. Recruiters and hiring managers are scan readers. Provides information to clients regarding general market and economic conditions, consistent with the CTC investment and economic market outlook, Regularly reviews existing client portfolios to ensure that investment objectives are achieved, and that portfolios are in compliance with investment objectives and CTC investment guidance recommendations. Candidate must demonstrate an in-depth knowledge of and interest in the equity markets, as well as significant understanding of the separate account management process, Undergraduate degree in Finance, Accounting, Economics or equivalent required, MBA or JD preferred, Series 7, 66 registered. Depending on the research approach, analyses may focus on individual hedge fund strategies, classes of securities, or the development of quantitative decision-making models, Lead in the active management of hedge fund and multi-asset portfolios. If you canât get a hiring managerâs attention, great content gets you nowhere. Programming with VBA and SQL considered a plus, Detail oriented and very precise with numbers, Flexible and ability to thrive in a fast-paced, unstructured environment, Ensure compliance with project framework, and adherence to established project lifecycle, Drive project scoping activities. Supporting on portfolio management following deal close, includes follow-on investments and BD; Understanding of broad business processes (marketing, technology, finance, management etc.) in Intex). No purchases are held on the books of the Asset Management Unit; as such the need to mitigate risks is significant based on the accountability for clientsâ funds, The position is the primary day-to-day contact for the client relationship and also prepares performance reports for clients as well as conducts performance presentations to clients, Reporting to institutional clients is done on a quarterly basis. On adversely risk rated loans, works with the borrower to develop an action plan to get the loan back to a pass credit status, 4-5 years of relevant commercial real estate portfolio management experience, Strong portfolio management abilities, analytical and problem solving skills, and credit and credit quality skills, Strong knowledge of commercial lending products and services, Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience, Strong knowledge of commercial lending policies, procedures, practices and documentation, Strong ability to work effectively with individuals and groups across the company to manage customer relationships, Support the Large Corporate strategy in country, Support understanding and delivery of Commercial Banking (CMB) and Large Corporate Banking priorities, Work effectively in partnership with other CMB teams and product providers, Support senior managers by cross-pollinating sales best practices across and between regions, along with leading/participating in local/regional/global initiatives that result in higher returns, Support change for strategic business sales / opportunities that significantly improve business performance, Minimum of 8 yearsâ experience ideally in the Large Corporate environment, 2-5 years relevant commercial real estate experience, Understand macro and micro economic issues as they apply to business, Superior credit, risk management and negotiation skills, Superior knowledge of non-borrowing products, Excellent analytical and financial analysis skills, The successful candidate will join a team of Transition Managers and will help clients reorganize their portfolios at the lowest cost and risk profile. A cover letter is important for a potential Portfolio Manager to have because it highlights the candidateâs relevant skills and work experience for the hiring manager to view at a glance. Even with the help of a portfolio manager resume template (or a portfolio manager resume example) writing one for yourself can be overwhelming and hard. Such coursework includes, but is not limited to, Astronomy, Cartography, Chemistry, Computer Science, Dynamics, Electrical Engineering, Geodesy, Geography, Geology, Geophysics, Geospatial Information Systems, Mathematics, Orbital Mechanics, Photogrammetry, Physics, Remote Sensing, or Surveying, Managing multiple project managers who will have responsibility for a multiâfunctional team of resources of up to 50 people, Responsible and accountable for the, governance, prioritisation, monitoring and assurance for the portfolio delivery service, Integrating the portfolio of work to ensure overall change impact across the business is understood, managed and informs effective stakeholder management, Create and develop long term and trusted partnerships with internal colleagues, customers and stakeholders by acting as the lead advocate, expert adviser, and communicator for the portfolio delivery service, Organising and prioritising projects and programmes based on IT strategy/strategic roadmap/budgets and change schedules, Ensuring appropriate portfolio framework is in place, Collaborating between the business and the IT function to ensure the portfolio is aligned, Establishing contact & achieving minimum productivity levels, Driving growth of American Express charge volume, Generation of correspondence facilitating monitoring of loan performance, Loan documentation review/interpretation, Assist management with management reporting and projects, 5+ years in Commercial Real Estate as a Senior Credit Analyst, Senior Loan Officer, Senior Portfolio Manager, Senior Underwriter, Relationship Manager or related position, Thorough knowledge of operating statements and Credit Policy, Monitor trends and able to serve as the subject matter expert and trusted advisor on assigned countries to partners, Manage relationships with local business units, inform of credit issues, and provide guidance for the development of strategies, Contribute to the development of risk monitoring products, processes and models related to counterparties and countries, Coordinate, participate or lead visits and calls with external counterparties or clients, Acts as back-ups for other portfolios of financial institutions, hedge funds and countries, Provide full credit administration support to the team (as required), anticipating workload and supporting with appropriate materials, Manage operational tasks associated with the credit process and implementation of facilities, Ensure timely and accurate maintenance of customer information, including Know Your Customer (KYC) requirements, in Group systems, Knowledge of the business and broader construct of HSBCâs Global Businesses, Ability to multitask and prioritise a range of requests / actions to best support the business, Manage and maintain accuracy of accruals, payment applications, payment collections, advances, collateral maintenance and draw requests across Liberty SBF's commercial loan portfolio, Build and maintain relationships with loan borrowers to ensure timeliness of payment and document collection, Review collected documents in order to track financial performance, collateral maintenance and loan covenant compliance, Prepare quarterly and annual credit review memorandums for each loan in the portfolio by coordinating with credit and underwriting to track changes since loan closing, Present annual credit review memorandums to senior management during the annual portfolio review meeting, Work with legal/closing and credit to prepare and process loan modification and extension requests, Travel to properties in order to perform annual site reviews that ensure loan borrowers are achieving their objectives and maintaining the value of the loan collateral, Coordinate with credit and servicing to ensure accurate reporting and controls of loan portfolio, Remain up-to-date on all Liberty SBF compliance regulatory policies and procedures and on all pending and proposed regulatory changes affecting Liberty SBF compliance, Education: Degree or other relevant advanced degree with a focus on real estate, Relevant loan servicing/portfolio management experience in commercial real estate/ CMBS collateral, Strong interpersonal skills and be able to communicate effectively, Overall computer familiarity and ability to successfully operate current industry standards such as Word and Excel, Ensure contract compliance at all assigned portfolios, Manage the delivery of services in conjunction with District teams and Account Managers, Serve as primary Point-of-Contact to client security contacts, Respond to or direct regional and district management teams in response to critical incidents at client locations, Develop relationships with local and regional client contacts, Provide strategic oversight to district offices to ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling, etc are accurate and/or issues are resolved quickly, Five plus years of financial and/or portfolio management experience, Possess relationship building and strong communication skills, Requires advanced Excel skills and/or five plus years of Excel experience with in a similar capacity or financial role, Working knowledge of Word, PowerPoint and Access preferred, Financial expertise and/or experience including cost center management, budgeting/forecasting, results commentary and complex analysis is required, Requires ability to successfully communicate across different levels of management with confidence and drive tasks across band levels (influence without authority), Manage global investment programs, and provide project management services to support global teams in delivering the right solutions within KPMGâs complex technical and business environment, Serve as a senior single point of contact across all the focused initiatives underpinning the Global Advisory strategy, Ensure synergies across all of the programs in the portfolio are identified and that Global PMO best practices are being consistently applied, Work with the Global Adoption Services, as well as work closely at a portfolio level with multiple Global Advisory stakeholders as well as Global Advisory Enabling Architecture leaders, Be accountable for the portfolio governance and manage/escalate portfolio risks and issues to the relevant Sponsor and the Office of the Global Head of Advisory, Minimum seven years of experience in successfully delivering complex international projects with multiple stakeholders, Bachelor's degree in Business Administration or Management, Computer Science(s) or Information Technology/Security from an accredited college or university, High level of written and oral communication; able to present information in a clear and effective manner, Excellent interpersonal skills, able to engage, build networks and relationships across both within and beyond key communities and also with key stakeholders and internal clients, Excellent knowledge of and experienced user of PowerPoint and Clarizen, Act as an integral member of the US Marketing Leadership Team, Develop strategies and tactics to grow the segment with a focus on the assigned market, as well as gain share (vs. competition), based on customer/market insights, Working with the Marketing Manager coordinate timing of marketing activities to maximize impact and overall business unit objectives through the development of key performance indicators to measure business performance, Effectively manages the development of marketing materials and all marketing related programs and projects as assigned, Effectively manages assigned team projects, exercises sound decision-making, and successfully communicates revisions and/or changes to projects/programs, Effectively provides expert advice/counsel as the point person between multiple groups (lab sales, product development, and evidence generation), Inform about developments in the customer (mindset, decision making, etc.) To quickly assess at risk areas, financial management, including by modelling CLO debt and equity structures (! 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