equity portfolio manager resume

Expert at establishing and cultivating long-term quality relationships with all levels of professionals toward attainment of corporate goals and objectives. New Portfolio Manager jobs added daily. Derivatives Analyst Cover Letter Example. Source, execute and manage a portfolio of seven growth investments in target sectors in EMEA. The qualifications vary, but most portfolio managers hold at least a bachelor's degree in finance or economics, and have taken courses in bond valuations, capital markets and interest rates, financial statement analysis, equity strategies, portfolio management, international economics and trade, and computer research. equity related matters, Liaise with the Corporate Secretariats Office on any administrative activities associated with the Share Plan schemes, Responsible for direct communication with participants as required, Strong technical knowledge of the tax, legal and regulatory environment of equity plans globally, Extensive exposure to operational excellence in a complex, multi-country/multi-business environment, ICSA qualifications (or equivalent) if not currently held will be required and BP will fund the training, Extensive experience of liaising with business leaders and senior management, Experience advising boards and management on governance, remuneration and incentive plans, Excellent time and people management capabilities, Ability to remain focused and productive in a fast paced environment, Identify diversity and inclusion opportunities for internal client groups (Engineering, Product and Design teams) and across the company, Develop and drive creative and innovative internal programs incorporating industry experience and aligning to the Dropbox company values and DEI goals, Support leaders in executing on their own DEI goals, Serve as an advocate for all Dropboxers and the various communities that make Dropbox a great place to work, Influence the diversity narrative and communications, in close partnership with Diversity Communications, Partner closely with Human Resources Business Partners, Diversity Recruiting, Diversity Communications and other internal stakeholders to successfully implement diversity and inclusion programming, Partnering with various business groups across functions to execute key priorities, understanding and defining business needs in the context of short and long term objectives, Analyzing data, processes, team organization and supporting applications to identify weaknesses, gaps, risks and opportunities for improvement, Providing tactical team support , e.g., procedure updates, presentations and reporting for senior management, Supporting audit, risk, legal, compliance, oversight & control, technology and operations to help implement key initiatives and address day-to-day issues, Minimum 2 - 3 years’ experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Product areas, Strong written and spoken English and Mandarin, Proficient to advanced experience with Excel, PowerPoint, Word and Business Intelligence/Visualization tools, Strong analytical and logical thinking to understand and analyze complex business processes, Strong written and verbal communication skills; ability to articulate complex ideas, concepts and solutions at a level appropriate and intelligible to the recipient, Proven track record of delivering projects, complex products and/or new business initiatives, Demonstrate ability to multi-task and re-prioritize quickly. Here’s a step-by-step guide. Morgan Stanley February 2009 to May 2013 Portfolio Management Associate New York, NY. Oversee management of property portfolio operations. ... An independent and self-sufficient portfolio manager with over 20 years of experience in developing, implementing, and running strategies for both buy-side and sell-side organizations located globally while managing portfolios of up to $400M. Apply to Senior Portfolio Manager, Private Equity Associate, Portfolio Manager and more! Leverage your professional network, and get hired. An equity portfolio manager can achieve analytical efficiency by running all the portfolios in a similar way. For any professionals who do not carry one of the credentials above, one of the following credentials may be acceptable, depending on the type of work performed by the professional. If you're applying for a role in a long short equity fund, it may also help to add two long ideas and two short ideas to your resume… Salary, skills, in the critical evaluation of potential equity investments. Participate in preparation and review of Information Memorandum for investors. No need to think about design details. Use this example to create your new resume. Resume keywords are a big factor in standing out from a sea of applicants. IT Project Portfolio Manager 07/2015 to Current American Transmission Company – Waukesha, WI. Auditor Equity Associate Portfolio Manager(Administrative officer) Implementation of strategies across portfolios including trade construction, monitor cash & asset flows. A two-page CV is the norm elsewhere in financial services, but in private equity it’s necessary to present all the information on … Portfolio Manager - Fundamental Equity Healthcare Long/Short. What is a Portfolio Manager? Cookies are small bits of information which get stored on your computer. Click on the different category headings on the left to find out more, and change our default settings. Working experience in the other one, P&L management & financial forecasting (end to end), Understanding how Mondelez Works (New Category Model). by Debra Boggs. and ensure they are correctly processed and settled in a timely manner, Coordinate the RFP process, and select the ideal vendor for a third-party equity administration system, Manage relationship with outside vendor, monitor enhancements and changes to service levels as needed, Partner effectively and proactively with human resources, HRIS, legal, tax, payroll and accounting to anticipate, implement and/or address equity compensation initiatives/matters, Streamline the stock administration function, including implementing best practices with effective controls, automate routine work streams to better enable efficient, accurate and timely processing of stock administration matters and reports where possible, Continue to improve education materials and offerings to employees; plan new hire trainings as needed, Prepare monthly, quarterly and annual reconciliations of all equity plan information, Pull data and generate system reporting for Board preparation, accounting, tax and legal filings, as needed, Maintain supporting documents for financial audits and assist in data requests, Be responsible for accurate equity and stock compensation accounting under ASC 718, including researching technical issues and communication, Prepare the equity roll forward and disclosures, Bachelor’s degree in human resources, business, finance, accounting or other related fields, Certified Equity Professional (CEP) certification preferred, Must have at least 8 years’ experience in managing equity plans, Minimum of 5 years of international experience, In-depth knowledge of stock administration and equity compensation management technology platforms, Broad experience with a range of equity compensation instruments and plans, including stock options, RSUs and ESPPs, Experience with SuccessFactors and PeopleSoft preferred, Knowledge of US GAAP and IFRS requirements, Demonstrated ability to take ownership of projects and drive them through to completion, particularly working collaboratively with cross-functional teams, Strong understanding of W-2 and payroll codes related to equity transactions, Ability to work in a fast paced, time and data sensitive environment, Excellent written and verbal communication skills; able to effectively communicate across departments and at all levels, Day-to-day administration of all aspects of the company’s equity compensation plans, Responsible for annual and quarterly issuance of equity grants and participant communication, Ensure all forms of equity compensation are administered in accordance with the terms and conditions of the plans from which they are granted, Monitor competitive trends and best practices in the industry and provide strategic guidance to management in developing future programs, Provide excellent customer service in responding to employee inquiries regarding Solium account information/navigation, equity grant vest conditions, and other frequently asked questions, Build and maintain strong and effective working relationships with HR Business Partners, Treasury, Finance, Legal, Tax, and Payroll, Plan and develop employee presentations regarding Long Term Incentive Plans, Assist with preparation of annual proxy statement and quarterly Board of Director meeting materials, Partner with Legal on creation/audit of new grant agreements and plan texts, Manage relationship with Solium, monitor enhancements and changes to service levels as needed, Prepare monthly, quarterly and annual reconciliations of all outstanding/forfeitures of equity issued to date and respond timely to ad hoc data requests from Finance, Human Resources and Legal, Identify and recommend process improvements and efficiencies, Has 8 to 10 years of directly related work experience, preferably in Retail or similarly sized organization, Experience with managing equity plans for companies traded on the Canadian Stock Exchange and with a global participant base, Strong PC skills, including high proficiency in Microsoft Excel, Good verbal, written and analytical communication skills to enable work with all levels of the organization, Working knowledge of Solium platform an asset, Self-starter, highly organized and able to produce high quality work under pressure, Self-motivated with a proactive approach to problem solving and utilizing limited resources to maximum capacity, Professional individual with a strong work ethic and a sense of urgency, Positive, high-energy, customer-service obsessed attitude, Candidates should be able to meet some of the following criteria -, Masters or Ph.D. in quantitative fields (e.g. The summary area begins with a paragraph that highlights 20 years of experience as a finance executive. There are over 1,846 equity portfolio manager careers waiting for you to apply! Join 1,000,000 job seekers worldwide and build your best resume yet. You can include power words throughout your resume, including in your job descriptions, resume summary statement, and your cover letter. Benjamin Kelleher of London based recruitment firm Kia Consultants, says it can be a differentiator to add a short paragraph of information on your portfolio and investment strategy. Private Equity Portfolio Manager Resume Examples & Samples Strong academic background including Bachelor's Degree in Financial field or Real Estate 2-4 years of relevant finance and/or real estate experience, including analytics, cash flow modeling, IRR/Profit projections, relative valuations, structuring and valuing various real estate investments Advance to a portfolio manager position. Source Web Designer Portfolio Resume. strong Excel skills, A good awareness of Investment Management Operations and the connection to asset servicing and NAV production, Administer Hologic’s equity compensation programs with Fidelity, Experience with RSU’s, Stock Options, PSU & ESPP administration, Lead equity contact for domestic, international and executive employees, Coordinate 10b5-1 plans and Pre-Clearance plans with executives and captive broker, Conduct monthly, quarterly and annual reporting which includes but not limited to information needed for Proxy, Form 10-K, Forms filed for executive officers, and various international filings, Collaborate with Finance, Legal and HR teams on communication materials, grant process, equity cost analysis, technical accounting, compliance and management reports, Work closely with payroll leads to provide US and International equity income transactions, Process new grants and other transactions with strong understanding of accounting, tax and legal implications, Administer semi-annual ESPP enrollments & purchases, Coordinate the annual Deferred Equity Plan open enrollment period for Executives, Provide Oversight of China SAFE and all accounting and legal requirements with China-based team, Generate disqualified disposition reports and year-end tax statements, Provide year-end training on the impact of equity transactions on employees W-2’s and international equivalent, Improve processes, efficiencies and accuracy of data, Provide equity trainings for ESPP, RSU’s and stock options for company, Work with large data sets, perform data edits, audits, reconciliations, v-lookups and complex calculations, Knowledge of Fidelity Stock Plan Services preferred, Knowledge of equity-related accounting, tax and legal concepts, Excellent Microsoft Excel and Word skills, Ability to work in fast paced environment and prioritize multiple tasks, Bachelor’s Degree, Certified Equity Professional (CEP) or a minimum of 5-7 years of stock plan administration experience required, Live assessment of market risks, concentrations and top risks. Without these cookies our website wouldn’t function and they cannot be switched off. Private Equity Associates, or Private Equity Analysts, use financial models to determine the value of investing in a private company's stock. Upload resume. Manage account opening and account closing including review and approval of guidelines, submitting trades and leading conference calls to ensure smooth transition. Conduct periodic site visits, Review quarterly financials and monitor investment performance, Source and analyze market research, undertake “deep dive” research on select properties/markets, 5 - 10 years of related work experience in asset management in multiple U.S. markets, Bachelor’s degree; real estate, finance or engineering specialty – MBA a plus, Understanding of discounted cash flow modeling, real estate fundamentals and capital structures, Knowledge of open/closed end funds a plus, Optimistic, energetic with “can do” / resourceful style, Work closely with equity research and sales teams, and other divisions of the firm to coordinate individual and group investor field trips in China, Support the Asia Pacific Access team in the execution of conferences, forums and non-deal roadshows, Liaise with investor relations and senior management of Chinese corporate institutions throughout execution of events, Draft event invitations, meeting schedules and marketing materials, Provide on-site event support and to staff conferences when required, Maintain corporate access database and contact list, Positive attitude with the ability to work to tight project timelines in a dynamic environment, Strong project management skills and able to work independently, Have keen sense of responsibility and willingness to learn, Excellent communications skills in written and spoken English, Mandarin & Cantonese, Critical to own and manage the process that builds, analyses and communicates on a regular pro-active basis the legal and regulatory environment of countries that participate in one or more of the BP equity schemes, Ensure the timely equity plan filings, notifications and registrations in countries where they are necessary, Ensure the timely and accurate processing of all equity grants and releases under the discretionary equity plans as well as ensure the timely launches of BP’s “all-employee” schemes, Take ownership of the internal database of equity information and functionality of GEMS for tax calculations and financial reporting, Hold relationship with external share plan administrators in the US, UK and MoW, Liaise with Segment teams in respect of share plan data and provision of advice re. In particular, many firms have created a new key role called Client Portfolio Manager (CPM), and have made filling these positions a priority. This is a key piece of your resume, so take some time to brainstorm exactly what to say.

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