Associate, Portfolio Resume Samples

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RO
R Oberbrunner
Rowan
Oberbrunner
8057 Wolf Gateway
New York
NY
+1 (555) 872 7486
8057 Wolf Gateway
New York
NY
Phone
p +1 (555) 872 7486
Experience Experience
San Francisco, CA
Um-associate, Portfolio Management
San Francisco, CA
Dietrich-Reichel
San Francisco, CA
Um-associate, Portfolio Management
  • Manage his/her daily duties, ensuring accuracy and timeliness of all documents, with the assistance of management
  • Assist in the development, execution and roll up of media strategies and plans, leveraging research tools and prevalent historical client data for insight
  • Assist in the development of media strategies and plans, specifically utilizing research tools and historical client data
  • Manage daily responsibilities and commitments, ensuring accuracy and timeliness of all documents Assist other team members when necessary
  • Assist in the development of media strategies and plans, points-of-view, research projects, and other miscellaneous planning projects
  • Keep abreast of new media opportunities and developments and share information with the planning group
  • Use qualitative and quantitative research to develop consumer insights and budget allocations
Los Angeles, CA
Senior Associate, Portfolio Valuation
Los Angeles, CA
Legros and Sons
Los Angeles, CA
Senior Associate, Portfolio Valuation
  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management to build and maintain client relationships
  • Identifying and communicating potential engagements to management and writing engagement letters
  • Reporting and presenting analyses and conclusions including written reports
  • Further develop Duff & Phelps capabilities as an intermediary in the secondary market for limited partnership interests in hedge funds and private equity funds
present
San Francisco, CA
Um-senior Associate, Portfolio Management
San Francisco, CA
Hills, Pouros and Kreiger
present
San Francisco, CA
Um-senior Associate, Portfolio Management
present
  • Work collaboratively with team members to develop and manage local media plans across all channels, including TV, Radio, and Digital
  • Manage the day-to-day implementation, optimization, and performance of campaign activities including authorizations, budgets, and the reconciliation process
  • Assist in development of competitive audits
  • Is at all times alert to new media and new methods of using existing media and new developments, and shares with the planning group of such developments
  • Develop and maintain working knowledge of media-related and other basic computer software packages
  • Assist in media strategy development and overall direction
  • With the use of media research tools, develop and execute sound, well thought out media plans based on client marketing direction
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
The University of Texas at Austin
Bachelor’s Degree in Finance
Skills Skills
  • Ability to work effectively cross functionally and maintain strong professional relationships with clients and other various outside vendors
  • Proficient working knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc.)
  • Ability to learn quickly and work well under pressure
  • Accuracy, attention to detail
  • Proficiency at MS Suite: Excel, Word, PowerPoint
  • Ability to be flexible and be a team player
  • Develop an understanding of traditional and digital media, keeping abreast of new media opportunities and developments and the sharing of information with the planning group
  • Knowledge and passion for media/advertising
  • Excellent written and oral communication skills
  • Proficient understanding of accounting principles, data analyzing, and market research
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15 Associate, Portfolio resume templates

1

Associate Portfolio & Performance Analyst Resume Examples & Samples

  • Assists in the interpretation and positioning of Calamos products in the databases
  • Manages, maintains and reviews on an ongoing basis the accuracy and appropriateness of the data presentation in databases
  • Coordinates and communicates database information to internal departments and external clients as appropriate
  • Fulfills monthly and quarterly data requirements for updating databases in a timely and accurate fashion
  • Creates standard operating procedures on all processes which include appropriate archival of current and historical data used internally and externally
  • Serves as a back up in absences or heavy work volumes to the CRM data group and other client relationship team members
  • Reviews portfolio and performance associates’ work for accuracy
  • Coordinates with other internal departments on the creation of and accuracy of additional Calamos system enhancements
  • Minimum of 3 years experience in the financial services industry
  • CFA candidate preferred
  • Must have good analytical skills with a high attention to detail
  • PC skills in Microsoft Word, Excel, PowerPoint, Outlook and database applications
2

Associate, Portfolio Loan Management Resume Examples & Samples

  • Prepares analysis and write-ups for amendments, consents and waivers to existing credit documentation
  • Monitors accounts to determine liquidity, earnings and performance trends, management capability and other essential information to secure the bank's position to minimize potential losses
  • Manages completion of quarterly risk reviews and annual reviews of project loans
  • Maintains extensive database of project performance, statistics and general information
  • Creates Quarterly Power Portfolio review for distribution to credit organization
  • Reviews and processes monthly withdrawal certificates for project companies and interacts with internal clients to ensure smooth execution
  • Assists primary Portfolio Managers in analysis and preparation of new deals Identifies potential problem accounts and works to improve the bank's position in undesirable situations
  • Supports in the documentation and closing of credit facilities
  • Prepares white papers on new initiatives in industry
  • Conducts periodic site visits to assess management, business conditions and build rapport with accounts
  • Attends bank meetings on a regular basis
  • Helps Investment Bankers/Relationship Managers in structuring transactions
  • Contributes to other tasks for the team as needed
  • Competence in Financial Modeling, demonstrated by a) Repetitive modeling b) Good accounting knowledge c) Unique analysis d) View on optimal capital structure e) Cash flow modeling f) Analysis in support of due diligence g) Knowledge of collateral valuation
  • Recognizing trends and key metrics Software and technical proficiency
  • Working in MS Office suite of products – Word, Excel, PowerPoint
  • Digging deeper into the meaning of the data gathered Solid Loan Product Knowledge
  • Appreciating commercial banking products -- cash management, FX, derivatives, etc
  • Grasping Investment Banking activities Professional and Competent Communication Skills
  • Presenting information verbally
  • MBA CFA
3

Associate Portfolio Dynamics Resume Examples & Samples

  • At least 4 years overall working experience in Corporate or Investment Banking, of which at least 2 years Project Finance related
  • Bachelor’s degree in Economics, Finance or related field. Masters degree / MBA highly preferred
  • Ability to evaluate risks
  • Excellent analytic, logic, and problem solving skills
  • Strong interpersonal skills - ability to work in teams
  • Knowledge of financial modeling
  • Business attitude or acumen
  • Spanish language skills highly desired
  • Good knowledge of accounting including USA GAAP, and financial statement analysis
  • Autonomous decision making & problem solving ability
  • Intermediate level computer and statistical skills including proficiency in Word, Powerpoint, Excel
4

Associate, Portfolio Management, O&g Resume Examples & Samples

  • Prepare thorough credit underwriting on E&P clients identifying current and historical financial profiles, asset & reserve profiles, industry concerns, market share trends, financial trends and other pertinent underwriting issues
  • Model future financial performance of prospective clients, including down-side scenarios, incorporating current reserve engineering data and the bank’s oil & gas pricing estimates
  • Support Portfolio Managers with approval documentation regarding lending commitments, amendments and waivers to credit facilities, as well as monitor the financial performance of portfolio companies
  • Assist in the documentation and closing of credit facilities
  • Obtain and participate in the analysis of all necessary documentation including, all notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions
  • Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses
  • Identifies potential problem accounts and works to improve the bank's position in undesirable situations
  • Prepare white papers on assigned industry segments
  • Attend bank meetings and interact with members of client management teams on a regular basis
  • Maintains client and prospect databases
  • Assists Investment Bankers/Relationship Managers in structuring transactions
  • BA in finance, business, economics or related field
  • Competence in Financial Modeling, demonstrated by
  • Competency with Microsoft Office (specifically Excel, Word, and Powerpoint)
  • Unique analysis
  • View on optimal capital structure
  • Cash flow modeling
  • Strong data gathering skills demonstrated through research, including
  • Oil & Gas industry knowledge
  • Ability to evaluate different business models
  • Demonstrated ability to leverage organizational expertise
  • Challenge assertions in offering memorandum
  • Investigate information and comprehend the meaning of the data gathered
  • Strong understanding of basic financial metrics
  • Analysis in support of due diligence
  • Knowledge of collateral valuation
  • Ability to identify relevant information
  • Recognize and understand interdependency of data
  • CWA
  • MS Office/Word/Excel
  • Moodys Risk Analyst
  • Risk Rating Models
  • ROE
  • Thomas/Reuters
  • Verbal
  • Credit write-up/approval meetings
  • Deepened analysis
  • Written
  • Basic grammar
  • Spelling
  • Content
5

Associate Portfolio Risk Management Analyst Resume Examples & Samples

  • Work with senior professionals within Risk to develop and continuously improve our reporting infrastructure for monitoring, evaluating, and communicating risks across the investment portfolio and related markets
  • Research trends across sectors and markets, based upon direction provided by senior professionals in Risk, to provide insights on how changing dynamics may influence the Company’s measurement, management or evaluation of risk in the portfolios. Prepare PowerPoint presentations or other materials to summarize key findings and communicate across the organization
  • Monitor, evaluate and summarize trends associated with specific credits, sectors, or geographic exposures in the portfolio on an ongoing basis. Communicate findings and lead discussions on key risk/opportunity attributes
  • Work with senior Risk professionals and Portfolio Managers to modify investment guidelines as appropriate
  • Coordinate and prepare meeting materials and minutes for various Committees
  • Assist senior risk professionals in the ongoing development and evaluation of portfolio risk measurement models and tools; risk forecasting estimates; and, risk correlations
  • Solid understanding of investment markets as well as equity and credit analysis terms and ratios
  • Strong Excel and PowerPoint skills; Bloomberg expertise a significant plus. Highly adaptable to and comfortable with various technology platforms. Quantitative or programming capabilities a plus, but not required
  • Ability to work independently, inquisitive nature, and ownership mentality
  • 1+ years investment banking, credit analysis, private equity, risk management or other investment related experience OR
  • 1 + years public accounting or consulting experience
  • Bachelor's degree required; major in accounting, finance or economics strongly preferred
  • MBA or CFA candidate a plus
6

Associate, Portfolio Management Resume Examples & Samples

  • Work with portfolio managers from multiple Opportunity Fund and Real Estate Fund asset management and investment teams to develop fund-level strategy
  • Work with the Director to prepare key on-going fund-level updates, communications, and recommendations for the Head of Portfolio Management and fund senior management
  • Develop analysis and recommendations to support key asset monetization and financing decisions
  • Assist portfolio managers in the development of annual and quarterly business plan forecasting for the fund’s investments
  • Analyze monthly performance of investments to identify trends, risks, liquidity issues, and potential for monetization
  • Verify that investment performance and asset management initiatives are in-line with projections
  • Monitor industry news and leverage existing information to proactively inform leadership of relevant market trends
  • Ability to synthesize detailed information from multiple data sources into a concise, well-organized format that identifies key risks, opportunities, and investment targets for senior-level fund management
  • Keen understanding of risk, capital, and leverage
  • Strong financial modeling and quantitative skills required
  • Extensive experience with financial statement analysis, valuation and cash flow forecasting
  • Ability to thrive in a fast-paced, rapidly changing work environment; ability to multi-task is a must
  • Ability to think strategically and to creatively solve problems and anticipate issues before they arise
  • Advanced Excel and PowerPoint skills required
  • Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
7

Um-senior Associate, Portfolio Management Resume Examples & Samples

  • Analyze and provide clients with research data as well as strategic analysis of campaigns
  • Build and maintain strong working relationships with clients, vendors, publishers to ensure an effective creation and implementation of campaigns
  • Ability to effectively multi-task competing priorities and projects through time management and organization
  • Proficient understanding of accounting principles, data analyzing, and market research
  • Ability to work effectively cross functionally and maintain strong professional relationships with clients and other various outside vendors
8

Um-associate, Portfolio Management Resume Examples & Samples

  • Develop an understanding of traditional and digital media, keeping abreast of new media opportunities and developments and the sharing of information with the planning group
  • Assist in the development, execution and roll up of media strategies and plans, leveraging research tools and prevalent historical client data for insight
  • Perform ongoing stewardship of media plans and client documents
  • Build and maintain relationships with media representatives/vendors & internal teams
  • Assist with selling in plans and negotiating costs with vendors
  • Flawlessly execute campaign using agency systems (MediaTools, MBox Research, etc.)
  • Manage daily responsibilities and commitments, ensuring accuracy and timeliness of all documents Assist other team members when necessary
  • Work closely with the Finance and Planning teams in the process of invoice reconciliations
  • Attend industry & internal learning events to build an understanding of media market, opportunities & technologies and remain current on media trends
  • Bachelor's degree or equivalent preferred
  • Media internship or one year experience in media planning preferred
  • Strong mathematical and analytical abilities
  • Effective writing and presentation skills required; strong communication skills
  • Ability to learn quickly, pay attention to detail, work well under pressure and multi-task required
  • MS Office preferred including strong knowledge of Excel, Word and PowerPoint
9

Um-senior Associate, Portfolio Management Resume Examples & Samples

  • With the use of media research tools, develop and execute sound, well thought out media plans based on client marketing direction
  • Manage the flow of client media-related issues based on changes in direction, goals, and budgets. Be aware of the need to create solutions and resolve problems
  • Maintain budget control and ensure execution of media plans by reviewing approved media schedules, developing buy specs, and monitoring buys/schedules
  • Maintain effective communication with agency buying personnel to ensure accuracy, timeliness and that campaign needs are met
  • Foster a good working relationship with other departments to facilitate flawless execution of plans
  • Establish and maintain good rapport with media sales representatives and vendors
  • Explore media alternatives and be creative in recommending media solutions
  • Be accurate to instill/maintain client confidence
  • Is at all times alert to new media and new methods of using existing media and new developments, and shares with the planning group of such developments
  • Facilitate POVs/position papers on key client issues and/or client opportunities
  • Develop and maintain working knowledge of media-related and other basic computer software packages
  • Oversee and train assistant media planner on day-to-day client documents and activity, ensuring accuracy and timely delivery
  • Ability to perform media math calculations
  • Knowledge of media research tools and resources
  • Solid personal computer efficiency
  • MS Office preferred including Excel, Word, and PowerPoint
  • Ability to use most, if not all, published computer-based research tools
  • 1+ years of Media Planning experience required
  • Integrated experience in both offline and digital preferred (strong broadcast TV experience a plus)
  • Entertainment category preferred, but not essential
  • Must be extremely accurate and detail-oriented
  • Must have hands-on knowledge and ability to use media research tools
  • This position requires strong mathematical and analytical abilities
10

Um-associate, Portfolio Management Resume Examples & Samples

  • Accuracy, attention to detail
  • Ability to learn quickly and work well under pressure
  • Ability to prioritize many different projects simultaneously
  • Bachelors degree required, preferably in Business/Communications with emphasis in Advertising, Marketing, or Media
  • Strong proficiency in MS Office required
11

Um-associate, Portfolio Management Resume Examples & Samples

  • Provide administrative support (phones, calendars, expenses, organization) for executives
  • Maintain client and media vendor contact lists as well as media kit database
  • Assist in vendor & publisher POVs, media research projects and status documents
  • Manage group publisher meeting requests from voting process through meeting confirmation; understands the media planning teams objective in order to properly vet publisher requests
  • Be current on upcoming media trends and subscribe virtually to all trades
  • Maintain standing meeting and vacation calendars for the group and the executives individually
  • Assist in the development of media strategies and plans, points-of-view, research projects, and other miscellaneous planning projects
  • Set up and book conference rooms for meetings; tidy up afterwards if necessary
  • Manage his/her daily duties, ensuring accuracy and timeliness of all documents, with the assistance of management
  • Assist team members with other client projects or on campaign management as needed
  • Media/advertising or related internship experience strongly preferred
  • Excellent communication skills both written and verbal
  • Must be detail-oriented with excellent follow-through skills
  • Ability to learn quickly, work well under pressure, and have a positive ‘can-do’ attitude
  • Proven ability to handle multiple priorities/tasks
  • Advanced proficiency in Microsoft Excel and PowerPoint
12

Associate Portfolio Analyst Resume Examples & Samples

  • Generate reports to help analyze portfolio and market performance
  • Report performance attribution results, portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.) on a recurring and ad hoc basis
  • Develop an understanding of the results and of the attribution and risk models used by the Portfolio Analysis and Investment Risk team
  • Develop tools to help monitor and explain portfolio performance and characteristics
  • Perform analytics pertaining to funds, competitors and benchmarks
  • Perform and assist a variety of portfolio operations tasks including daily reconciliation of fund holdings with fund custodian and/or fund accounting records
  • Research, gather and analyze economic and market data. Help build analytical models and prepare charts
  • Update presentations for internal and external client meetings
  • Bachelor’s degree with coursework preferred in Finance, Economics or Accounting
  • 0-2 years related investment-support experience or excellent internship experience that demonstrates a strong work ethic and passion for learning
  • Previous experience in Portfolio Analytics or Performance Measurement is preferred
  • Progress toward CFA designation preferred
  • Strong quantitative and technical skills
  • Ability to meet established timeframes and deadlines. Ability to efficiently manage time given multiple projects and priorities
  • Ability to work in a team-oriented environment
  • Willingness to attend late afternoon/evening and early morning investment calls with other countries
  • Experience with Bloomberg, FactSet and Charles River preferred
13

Um-senior Associate, Portfolio Management Resume Examples & Samples

  • Serve as global point of contact across varying lines of business, including working with creative agencies, social agencies, various UM markets (especially London and Singapore zone leads)
  • Coordinate media and reporting across multiple countries and agency teams
  • Create media plans across Digital and Print, including maintaining media partners contact, working with investment on optimizations, budgets/reconciliation and reporting for both B2C and B2B lines of business
  • Build and maintain strong working relationships with clients, media partners, publishers to ensure an effective creation and implementation of campaigns
  • Experience with campaign management/ad serving technology and third party market research tools such as Double Click DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, MRI, Simmons, SRDS, Prisma, Mediaocean
14

Um-associate, Portfolio Management Resume Examples & Samples

  • Assist in the development of media strategies and plans, specifically utilizing research tools and historical client data
  • Update and distribute media plans and client documents
  • Check for accuracy and formatting on all documents that come from buying groups
  • Manage his/her daily duties, ensuring accuracy and timeliness of all documents
  • Distribute daily airtimes
  • Track any and all activity on media buys/schedules that come from all buying groups
  • Keep abreast of new media opportunities and developments and share information with the planning group
  • Develop POVs/position documents on key client issues and/or new client opportunities
  • Assist other team members when necessary
  • Builds and maintains relationships with media representatives/vendors
15

Um-associate, Portfolio Management Resume Examples & Samples

  • Create media plans across all channels, including TV, Print, Radio, Digital, and more
  • Manage the day-to-day implementation, optimization, and performance of campaign activities including authorizations, budgets, and the reconciliation process
  • Accommodate ad hoc responsibilities and evolving job duties
  • Experience with campaign management/ad serving technology and third party market research tools such as Double Click DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, MRI, Simmons, SRDS
  • Strong written, verbal communication, negotiation, and presentation skills
  • Proficient working knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc.)
16

Associate Portfolio Loan Management, Energy Resume Examples & Samples

  • Financial Accounting Acumen
  • Recognizing trends and key metrics
  • Software and technical proficiency
  • Acquiring knowledge in bank systems such as CWA, MRA Risk Rating and ROE Models
  • Strong data gathering skills
  • Conducting Research -- How to use it, Where to find it and Leveraging prior deal knowledge
  • Digging deeper into the meaning of the data gathered
  • Solid Loan Product Knowledge
  • Developing covenants and collateral package
  • Grasping Investment Banking activities
  • Professional and Competent Communication Skills
  • Organizing thoughts and ideas in easily digestible format
17

Um-senior Associate, Portfolio Management Resume Examples & Samples

  • Build and maintain strong working relationships with clients, team members, vendors, publishers to ensure effective creation and implementation of campaigns
  • Assist in development of competitive audits
  • Fully conversant with all major research tools and qualitative research techniques
  • Experience and comfort facilitating ideation sessions
  • Nimble and flexible to succeed in a fast-paced environment and handle ad hoc requests
  • Organized, and detail-oriented with strong attention to follow-through
18

Associate Portfolio Management Analyst Resume Examples & Samples

  • Monitor and manage assigned portfolio through data obtained from both internal and external sources
  • Conduct proactive risk recognition
  • Manage exposure utilizing current company risk management policies, procedures and guidelines
  • Develop appropriate action plans to mitigate risk and resolve outstanding issues
  • Ensure wholesale credit lines are appropriate based on credit factors, sales rates, inventory turnover and seasonal/market fluctuations; ensure outstandings remain within established credit lines at all times
  • Execute all action plans and contingencies
  • Prepare and participate in Risk and Opportunities Meetings (ROM)
  • Use a collaborative approach with other business units including Administration, Risk, Sales, and Underwriting
  • Identify growth opportunities within portfolio and leverage Business Development for revenue growth
  • Maximize corporate profitability and ROE
  • HS diploma or equivalent required. Associate / Bachelor's degree in business related discipline preferred
  • 3 + years in financial services or similar industry is preferred. Prior leadership experience is needed. Education may be used as a proxy for experience
  • Ability to multitask in a complex, fast-paced business environment
  • Knowledge of, and exposure to fundamental business concepts and principles (e.g., finance, accounting, marketing)
  • Perform technical tasks required to support ongoing business operations
  • Typically requires proficiency with Microsoft Office Programs
  • Strong financial analysis and analytic/problem solving skills required
19

Senior Associate, Portfolio Valuation Resume Examples & Samples

  • Further develop Duff & Phelps capabilities as an intermediary in the secondary market for limited partnership interests in hedge funds and private equity funds
  • Work closely with Duff & Phelps Alternative Asset Advisory Practice in coverage, execution and providing valuation services to hedge funds, private equity funds and institutional investors
  • Responsible for recruiting and developing new team members
  • Arrange, deliver and close sales presentations of these services to new and existing clients
  • Manage client relationships; identifying and developing opportunities to enhance relationships with existing clients/contacts and new potential business (existing services or identifying and/or developing potential new services/products)
  • Identifying cross-marketing opportunities within and across Duff & Phelps
  • Demonstrating support in advancing company and practice objectives of profitability, professionalism and teamwork with colleagues and clients
20

Um-associate, Portfolio Management Resume Examples & Samples

  • Work closely with greater Shopper team to help build shopper & ecommerce media plans, while also handling day-to-day client requests
  • Learn and understand each retail & e-tail partner’s unique offering
  • Nice to have experience with CPG, retail or e-tail space
21

Associate Portfolio Analyst Resume Examples & Samples

  • Academic excellence
  • Minimum of 1 years’ work experience in Financial services
  • Outstanding analytical skills, both quantitative and qualitative
  • Able to prioritize work and meet deadlines
  • Self-motivated, enthusiastic, responsible, with excellent attention to detail
  • Excellent written and verbal communication skills, with experience in communicating investment matters
  • Capable of building and maintaining strong relationships with Portfolio Analysts, Portfolio Specialists and Portfolio Managers
22

Associate, Portfolio Management & Origination Resume Examples & Samples

  • Conduct industry and client research and analysis
  • Develop and build financial models and lead the financial analysis effort
  • Tertiary qualification (preferably in Accounting, Finance, Economics or a related discipline)
  • Ability to connect with clients and key internal stakeholders
23

Associate Portfolio Administrator Resume Examples & Samples

  • Summary of Responsibilities
  • Position created to support the Credit Risk Management function for the NY and Grand Cayman Branches of BBVA S.A. (“BBVA NY” or “NY Branch”) and the Enterprise Risk Management (“ERM”) Programs for BBVA NY and BBVA Securities Inc. (“BSI”). The Associate Credit Portfolio Administrator supports and provides backup for the NY Credit Portfolio Administrator (“Portfolio Administrator”) in various ongoing monitoring and reporting activities
  • List Major/Essential Job Duties
  • Skills, Knowledge, and Abilities/Competencies
24

Um-senior Associate, Portfolio Management Resume Examples & Samples

  • Create local digital media plans for multiple brands within the Fiat Chrysler Automobiles corporation
  • Experience with campaign management/ad serving technology and third party market research tools such as Prisma, Double Click DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, MRI, Simmons, SRDS
  • Proficient working knowledge of Prisma and Microsoft Office (MS Word, Excel, PowerPoint, etc.)
25

Associate, Portfolio Management Resume Examples & Samples

  • Work with the Vice President to prepare key on-going fund-level updates, communications, and recommendations for the Head of Portfolio Management and fund senior management
  • Oversight and maintenance of each Fund’s consolidated fund capital (CFC) portfolio model
  • 4-5 years of experience in investment banking, private equity or other finance related field
26

Senior Associate, Portfolio Analyst Resume Examples & Samples

  • Participate in content quality reviews on progress submissions from the program teams while proactively identifying data errors, trends, and anomalies
  • Monitor changes in project structure and communicate changes to appropriate project management teams helping to ensure changes are reflected in data across portfolio management tracking systems
  • Build reports and dashboards in project management system to help with data analysis and to identify insights, trends, data errors and anomalies
  • Perform project management system maintenance required to enable accurate and timely reporting
  • Participate in the production of executive level management reports and provide adhoc support to administer central team operations
  • Minimum three years of project management, financial reporting or related experience; preferably within a professional services firm or similar environment
  • Bachelor’s degree from accredited college or university
  • Proficient with Microsoft Office Suite applications including Word, Excel, Outlook and PowerPoint
  • Experience with Clarizen preferred
27

Senior Associate, Portfolio Resume Examples & Samples

  • Develop and enhance credit strategies, policies, processes and procedures
  • Establish and maintain effective strategy performance tracking to ensure strategies are performing as expected. Apply key learnings to update strategies / policies in a timely manner
  • Establish effective risk controls in the strategies
  • Design and implement comprehensive tests and evaluate financial impact from various treatments
  • Make profitable decisions by means of optimization schemes, customer segmentation and predictive models
  • Facilitate implementation discussion with operational teams to ensure accuracy and soundness of execution
  • Maintaining integrity of policies by conducting periodic reviews
  • Provide internal or external exam support
  • Proven analytical and problem solving skills
  • Strong business acumen and knowledge of industry, risk management, and business metrics preferred
  • Solid understanding of financial analysis and statistical concepts
  • High level of proficiency in SQL, SAS and Excel
  • Good communication (oral and written), interpersonal, and organizational skills
  • Self-motivated with ability to set priorities in a performance driven environment
  • Master's degree in a quantitative discipline (statistics, economics, engineering, MBA etc.) or equivalent and 1 year of experience in financial services or related industry
28

Associate Portfolio Specialist Resume Examples & Samples

  • Work with assigned investment management team on all aspects of product management, including the interpretation, articulation and dissemination of key investment strategy content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies
  • Working with the marketing group, develop marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams
  • Conduct on-going research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products
  • Examine and monitor characteristics and statistics for assigned strategies to understand and be a source of knowledge on to communicate both portfolio positioning and sources of return and risk to both internal and external audiences
  • Directly interact with key personnel across Manulife AM as well as our prospects, clients and consultants in a highly professional manner
  • Consult with Sales Executives regarding sales strategy for each sales opportunity
  • Assist in the answering, editing, and completing Requests for Proposals and questionnaires (from base template or in response to RFP) with accuracy and by deadlines
  • Interact with Compliance and Legal Counsel to review and obtain approvals on all terms of reference relevant to an RFP
  • Prepare new business presentations and pull together the necessary materials required to provide solutions and quality service to prospects, clients and consultants
  • Perform other duties as required, which may include activities such as supporting new product development activities or providing input into other product team projects and initiatives
  • Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA or progress towards preferred
  • Minimum of 5-7 years of experience in a product management/specialist or development role preferably with an institutional asset management organization
  • Excellent interpersonal skills and ability to work with and co-ordinate between various groups within a global organization
  • Proven understanding of sales & relationship management process with demonstrated ability to support those processes
  • Strong knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels
  • Proven command of key investment management principles
  • Well -developed analytical skills
  • Proven ability to work independently in a role with significant impact on client interaction, both internally and externally
  • Strong PC skills, including familiarity with key industry related software and databases