Manager Portfolio Cover Letter

Please consider me for the manager portfolio opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for leadership to the National Haulier Manager supporting, when required, with haulier engagement at a more senior level, rather than at the day to day level.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Stong communications skills with a range of people
• Knowledge of finance and budget within an organisation including profit & loss
• Experience & knowlege of the security industry
• A strong understanding of accounting and finance matters
• Managing client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks and restrictions
• Understanding fully each client’s inter-family relationships, individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates
• Within each asset class, carrying out any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
• Reporting to the clients in a timely and professional manner

I submit this application to express my sincere interest in the manager portfolio position.

In the previous role, I was responsible for increased transparency of the portfolio at a product level to manage and assess portfolio performance in terms of both risk and return characteristics.

Please consider my experience and qualifications for this position:

• Portfolio Management Professional (PfMP) certification
• Builds alliances/develops relationships with customers
• Accepts the demands of the role which includes intense peaks and deliverables, often times without notice
• Advanced MS Office skills, particularly Excel and PowerPoint, to create executive level presentations
• Experience with technical and commercial aspects of Low Voltage Drives
• Experience managing a team of direct reports with widely varied roles and responsibilities
• Deep analytical and fundamental understanding of Portfolio Management theories including comprehensive investment knowledge around multi-asset spectrum
• S7 and S66 registration

In response to your job posting for manager portfolio, I am including this letter and my resume for your review.

In the previous role, I was responsible for continuity of learnings across stakeholders, product lines and geographies – enabling the team to connect insights at a macro level and not just at a project level.

My experience is an excellent fit for the list of requirements in this job:

• Experience with asset allocation software, risk developing models, optimization, and FactSet Data Systems
• Mutual fund and variable annuity experience
• Manage the delivery of a portfolio of projects and programmes, predominantly for software releases
• Manage the allocation and scheduling of shared resources
• Initiation, planning, prioritisation and closing out projects
• Accepting charter
• Facilitating scope, goals and deliverables definition
• Leading implementation with ongoing monitoring and control (delivery & financial), in accordance with (evolving) overarching DCC standards, tools and methodology

In response to your job posting for manager portfolio, I am including this letter and my resume for your review.

Previously, I was responsible for visibility into the team's backlog, progress, and impediments at both a sprint level and a project level.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Experience with Clarity, MPWR or Planview
• Problem Solving – Complex thinking, analysis, and decision making skills
• Business Acumen – Understands business implications and decisions
• Strategic Thinking – Develops strategies (and IT Strategies) to achieve organizational goals
• Minimum of Bachelor (preferably in a computer science/analytical/engineering/commerce/business field)
• Prefer a Master of Financial Engineering or in a computer science/analytical/engineering/ field
• Strong practical knowledge of PPM tools
• Experience in leading portfolio and/or project management efforts using industry standard methods

I would like to submit my application for the manager portfolio opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for increased transparency of the portfolio at a granular level to manage and assess expected loss, risk capital, RAROC and economic value creation.

Please consider my experience and qualifications for this position:

• Managing relationships according to engagement models established ensuring internal client satisfaction and vendor commitment to delivery
• Ensuring key stakeholders are updated with any new products or application enhancements that could assist with cost saving opportunities for their area
• Establishing the IT Portfolio Steering committee with the charter to provide formal update on the overall status of the IT Portfolio with recommendations for any necessary adjustments or remediation
• Ensuring budgets agreed are respected and forecasts are close to reality, with any variances communicated immediately
• Implementing and maintaining an accurate resource plan in line with budget
• Consistently integrating risk assessment in planning and decision making
• Ensuring the IT risk log is kept up to date and appropriate remediation plans determined
• Ensure disaster recovery exercises also form part of the IT Portfolio and are planned and executed successfully without leading to production incidents