Manager, Portfolio Management Resume Samples

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S Considine

Sonny

Considine

378 Glennie Loop

Chicago

+1 (555) 392 3515

378 Glennie Loop

Chicago

Phone

p +1 (555) 392 3515

Experience Experience

Los Angeles, CA

Manager, Portfolio Management

Los Angeles, CA

Runolfsson, Toy and Ruecker

Los Angeles, CA

Manager, Portfolio Management

Provide guidance to subordinates and establish procedures that affect your immediate organization within the latitude of established company policies
Work with the Senior Manager to analyze the New Product Portfolio against key metrics and strategic fit and propose improvement areas
May take over management of new projects initially developed by a Project Manager
Help develop and execute a simple yet rigorous process to help us prioritize all key projects, initiatives, and investments across business units
Manage monthly and annual plant financial performance reporting
Create effective processes and proposes improvements
Assist internal teams in preparing new project requests for the Portfolio Governance process - through concept, business case and approval phases

Boston, MA

Um-manager, Portfolio Management

Boston, MA

Oberbrunner Group

Boston, MA

Um-manager, Portfolio Management

Develops, presents, manages and measures holistic media programs based on developed media objectives and strategies
Develops and executes strategic plans for client assignments
Develops and executes strategic media plans for client assignments
Develops and executes strategic plans for global client assignments
Directly manages Planning team consisting of: a Media Planner & Assistant Planner(s)
Ensures timely creation and delivery of work to clients by working across an inter-disciplinary team that includes Investment, Strategy and Research
Directly manages two Planning teams consisting of: a Media Planner & Assistant Planner

present

Chicago, IL

Senior Manager, Portfolio Management

Chicago, IL

Rodriguez and Sons

present

Chicago, IL

Senior Manager, Portfolio Management

present

Conducting analyses and crafting product strategy to drive growth in line with CNN's KPI
Understand the current “Open to Buy” as it relatesto the overall budget
In conjunction with the Director Operational Risk Portfolio Management, work with CIBC’s Operational Risk Division to manage the quarterly operational risk regulatory capital process and ensure compliance to operational risk regulatory capital guidelines as mandated by Basel II
Manage marketing campaigns aimed at enhancing client engagement and leading to the continual renewal of the mortgage relationship
Help devise strategic roadmap for product lines, identifying business enhancement and new growth opportunities for consumer facing products
Ensures that the portfolio dashboard is up to datewith key metric information (start/end dates, current budget, resources, PMassigned, high level status, and project type)
Nurture strong, effective relationships with executives and other key partners in the LoBs as well as CIBC risk associates, governance groups and external regulators (e.g., Legal, Compliance, Internal Audit, Privacy Office, AML Group, Control Division, OSFI, etc.)

Education Education

Bachelor’s Degree in Related Field

Kaplan University

Bachelor’s Degree in Related Field

Skills Skills

Strong attention to detail and commitment to high quality deliverables
Professional demeanor and comfortable working with C-level executives
Ability to direct internal and external resources and build strong relationships
Strong communicator – able to identify and clearly communicate the impact of project risks to budget, timeline and scope to relatively non-technical co-workers and key business stakeholders with excellent presentation skills
Enthusiasm to learn new technologies, and ability to do so quickly, on the job
Cool under pressure, able to manage many details and priorities
Ability to work independently and as a team member
Able to work with teams to balance solution vs. budget, schedule, and tools
Experience using standard project management tools such as MS Project, Clarity, or Planview
Solution oriented mindset – creative use of technology and alternative approaches. “No” is not in your vocabulary

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Senior Manager, Portfolio Management Resume Examples & Samples

PortfolioRoadmap
Ensures that the portfolio dashboard is up to datewith key metric information (start/end dates, current budget, resources, PMassigned, high level status, and project type)
Lead the monthly review process to focus onsignificant changes in timing, scope, resources, and cost, including analyzingportfolio trends, issues, dependencies, and metrics
Provide a 30/60/90/120 day horizon to provideguidance to when projects can start based on availability of budget andresources with the needed skills
Interface with project managers to review dashboardsand deliverables; building a knowledge base of lessons learned and benefitscaptured
Portfolio Planning
In the event of a new high priority project orreprioritization, determine which projects are impact candidates based on resourceand business impact
Facilitatenew project prioritization meetings with executives
Workwith executives to tie project back to overall GapTech strategic initiatives
Understand current project financial commitments asit relates to yearly budgets from a Capital/Expense perspective
Understand the current “Open to Buy” as it relatesto the overall budget
Manage the portfolio budget for one or morefunctional areas
Portfolio Governance Methodology
Responsible for helping to shape overall approach onhow projects are loaded on the roadmap, approval and prioritization with seniormanagement
Responsible for operationalizing approach andadapting to GapTech IT environment
Responsible for continual improvement and innovationprocesses to increase transparency to all senior executives
Works with Domain Leaders and Project Manager(s) inmonitoring of portfolio progress and health by keeping an updated view of allthe projects that are planned, in progress in a management dashboard
Effectively communicates project portfolio status toSr. Leadership (business and IT), internal and external stakeholders, includingportfolio health, risks, issues, and escalations
Support and makes recommendations to optimizeportfolio value by performing various trade-off analysis that factor in businessalignment, IT alignment, risk, and benefit
Provides input to financial reporting and oversight,including budget forecasting. Worksclosely with Project Financial Analysts and Project Managers to align toaddress project overages or opportunities
Supports domains in rationalizing opportunityassessments for project prioritization
May directly supervise one or more PortfolioAnalysts/Managers
Provide portfolio oversight to the projects asrequested by the business units
Ensure the quality of project data that define theportfolio constraints e.g.: Issue, Risk and other KPI information on projects
1) Minimum educational level
B.A./B.S
2) Minimum experience
Minimum7 Years Project/Program delivery experience
Minimum2 Years IT Portfolio Management experience
5+years of Big-4 consulting experience preferred
Knowledgeof Agile methodologies preferred
3) Other requirements
Familiaritywith PMO structures, processes, and methods
Experiencewith multiple project management frameworks and methodologies such as PMBOK,Prince 2, Agile/Iterative/Waterfall, etc
Businessprocess reengineering and change management
Positive,flexible and self-motivated attitude
Stronganalytical and problem solving skills
Excellentand pro-active verbal and written communication skills
Excellentinterpersonal skills including effective listening and negotiation skills. Effectivepresentation skills and confidence interacting with all levels of stakeholders
Abilityto maintain Global cross-functional business/IT relationships at all levels inthe organization
Abilityto set priorities and work on multiple tasks simultaneously
Detailoriented with excellent follow-up skills
Solutionsoriented and able to make independent decisions
Abilityto work as team player
Strongwork ethic, autonomy and dependability
Demonstratedproficiency in using the Microsoft Office suite of applications includingMicrosoft Project, Visio, PowerPoint, Word, and Excel
Demonstratedexperience in data analysis, resource planning, project planning andforecasting

Senior Manager, Portfolio Management Resume Examples & Samples

There is one full time position available for a 12 month contract
Apply forward and strategic thinking to proactively identify, assess and remediate operational risks (emerging, systemic or one-off) and issues that may contribute to losses
Perform detailed loss analysis to identify operational loss trends and root causes and develop actionable recommendations to mitigate. Provide support and guidance to the LoBs for implementing recommendations
Filter, interpret and disseminate risks and controls-related insights to make recommendations for streamlining operational processes while maintaining a strong risk profile for the LoB. Take both quantitative and qualitative approaches to assess materiality of risks and develop recommendations to resolve
Effectively manage the material risk assessment process (MRP) process to ensure that requirements and timelines are met
Take leadership in managing relationships with risk associates. Influence/negotiate with both the business and risk associates on potential risk-related stumbling blocks when needed to support the risk assessment and successful implementation of new initiatives
Provide proactive, consultative support to the LoBs for managing the requirements of CIBC’s Control Framework. Serve as the Subject Matter Expert on key controls
Interpret requirements of and guide the business’s compliance with corporate governance programs (e.g. GRLR, outsourcing, privacy, regulatory, change management, etc.)
Applying a solid understanding of business controls and business processes, identify opportunities for continuous improvement of the LoB’s controls environment. Apply root cause analysis, trending and other methodologies to develop actionable recommendations for control design
At the operational level, manage the key controls testing program (OPC, LCM) including developing controls testing plans and assessing control testing results on a Quarterly basis. Manage CIBC’s quarterly Risk Self Assessment and Control Self Assessment (RSA/CSA) process including executive reporting
Identify operational risk and control deficiencies and ensure that deficiencies are properly documented and updated in CIBC’s centralized Internal Control Repository
Determine appropriate actions to mitigate control deficiencies
Monitor and report progress of deficiency remediation to the Director, Operational Risk Portfolio Management and to the LoBs management
Provide oversight and support to the LoBs during the remediation period to ensure that all deficiencies are appropriately mitigated on time
In conjunction with the Director Operational Risk Portfolio Management, work with CIBC’s Operational Risk Division to manage the quarterly operational risk regulatory capital process and ensure compliance to operational risk regulatory capital guidelines as mandated by Basel II
Nurture strong, effective relationships with executives and other key partners in the LoBs as well as CIBC risk associates, governance groups and external regulators (e.g., Legal, Compliance, Internal Audit, Privacy Office, AML Group, Control Division, OSFI, etc.)
Actively maintain specialized industry knowledge of operational risk management principles, practices, policies and regulatory requirements sufficient to provide value-add consulting to Business Banking
Understanding of internal control, risk management, regulatory compliance, operating procedures, and key process standards
Strong verbal and written communication skills, able to logically package and effectively present information and guidance to stakeholders at various levels across CIBC
Highly developed interpersonal and relationship management skills
Highly developed analytical and problem solving skills, combined with a can-do approach
Planning, project management and scheduling skills sufficient to be effective in prioritizing and meeting deadlines
Team player who is able to build consensus, bring balance when faced with potentially conflicting perspectives, and work effectively with multiple stakeholders to achieve common objectives
Prior experience and knowledge of PCF and CIBC Mortgages and Lending is an asset

Manager, Portfolio Management Group Resume Examples & Samples

Investment & Relationship Management
Responsible for effective relationship and investment management for assigned Investment Counsellor portfolios and other centrally-managed portfolios
May include direct interaction with clients in establishing appropriate IPS for core centrally managed mandates
Has a very strong level of investment management understanding and proficiency
Proactively demonstrates effective implementation, construction and monitoring of client accounts
Prepare and/or assist Senior Manager and/or National Director of Investments, with regular communications to the ICs. - Proactively liaises with the trading desk to enhance synergies
Implementation of block trades for clients as policy changes occur relative to client constraints
Prepare duration and asset allocation analysis against model portfolios
Maintain low portfolio variability and keep performance in line with internal composites benchmarks
Team Effectiveness
Supports a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change
Provides insight and shares expertise with team members in regards to financial markets, economic developments and investment management
University Degree
Must have CFA
Strong investment management knowledge and skills
Strong client service, interpersonal and communication skills
Strong relationship management skills
A solid understanding of the financial markets and genuine interest in economics and capital markets, with the ability to communicate the impact of financial conditions succinctly
Ability to work within a compliance framework
Strong attention to detail, organized, able to work independently, ability to multitask and take initiative
Strong computer skills and exposure to Global Plus, Microsoft Outlook, MS Excel, MS Word, MS PowerPoint, Starquote, Bloomberg, FMC and Charles River, thomson reuters would be an asset

Senior Manager Portfolio Management Resume Examples & Samples

3-5 years of experience working within project management offices or as part of large projects
Strong interpersonal skills- demonstrated ability to partner w/ global teams
Good cross-functional business acumen and knowledge of operational processes ie. Retail, Sourcing, Planning, Supply Chain, Finance etc
Strong customer service orientation. Solid track record for developing internal relationships
Ability to utilize metrics to measure success
Proven record of playing a PMO role in implementation of large scale programs and projects
Strong communicator- Listening, oral, written and presentation skills
Demonstrated organizational agility
Excellent planning and multi-tasking skills
Strong analytical/problem solving and planning skills
Extensive MS Excel skills are a requirement. Ability to create ad-hoc and canned reports from excel tools
Experience with enterprise PMP software tool is a plus
PMP, PfPP/MoP, Six Sigma certification (s) is a plus
Bachelor’s degree is preferred or equivalent experience

Senior Manager, Portfolio Management Resume Examples & Samples

Graduate degree in business, finance, economics degree
At least 5 years of relevant credit risk management experience with a major financial institution
Working knowledge of financial modeling and portfolio management strategies – risk based pricing, aggregation, securitization, hedging, optimization
Highly developed personal effectiveness skills, which include the ability to influence and negotiate, adapt to varying conditions, apply creativity and seize personal development opportunities
Strong credit skills, experienced in lending and credit qualified

Um-manager, Portfolio Management Resume Examples & Samples

Develops, presents, manages and measures media programs and defines media objectives and strategies consistent with brand marketing objectives and selling strategy for traditional and digital media
Measures media performance at all stages to ensure original objectives and strategies are being met to client satisfaction
Develops buying guidelines and supervises buying process and stewardship for media programs
Manages Brand financial tracking/reconciliation and reporting out to Finance and clients
Oversees relationship with media vendors and supervise negotiation of media
Leads media relationships with account/creative/analytics teams
Oversees metrics evaluation and optimization recommendations
Seeks out information to remain current on media trends

Um-manager, Portfolio Management Resume Examples & Samples

Develops, presents, manages and measures media programs based on developed media objectives and strategies that are consistent with brand marketing objectives and selling strategy for holistic media recommendations in the global space
Ensures strategic consistency across all elements of the integrated plan development and implementation
Leads media relationships with account/creative/analytics team (both internal and 3rd party teams)
Directly manages two Planning teams consisting of: a Media Planner & Assistant Planner
Identifies & builds functional expertise or knowledge in a relevant, unique & specific media areas, including offline, digital and programmatic media
Three to five years of experience in media planning, with including two to three years supervisory experience managing teams required
Proven knowledge of all planning and research tools and resources (including digital planning resources)
Preferred working knowledge of third party marketing research: Kantar Media, Nielsen, comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, and others
Experience with an integrated marketing and communications process required
Demonstrated ability to develop integrated marketing communication plans encompassing traditional, digital and non-traditional media partners
Proven experience in writing and presenting relevant information to client audience

Um-manager, Portfolio Management Resume Examples & Samples

Develops, presents, manages and measures media programs and defines media objectives and strategies consistent with brand marketing objectives and selling strategy for digital media in the global space
Leads media relationships with account/creative/analytics team
Preferred working knowledge of third party Internet marketing research: comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, and others

Um-manager, Portfolio Management Resume Examples & Samples

Develops and executes strategic plans for client assignments
Negotiates with media providers on client's behalf
Executes cross-discipline/corridor communications planning
Ensures timely creation and delivery of work to clients
Understands brand marketing and selling
Supervises development and implementation of targeted, innovative media solutions consistent with media strategies
Prepares and delivers presentations as necessary
Plans, directs, supervises, and coordinates work activities of subordinates and handles all personnel requirements for immediate staff including training and development

Um-senior Manager, Portfolio Management Resume Examples & Samples

Lead strategic and tactical planning activities with oversight responsibilities and act as the primary day-to-day contact for clients and internal/external partners
Manage the use of proprietary and syndicated tools
Engage with research partners to execute all measurement and learning plans
Review and evaluation of proposals from media partners
Ensure continual growth and training of junior team members, and identify strengths and opportunities for team development
Oversee and steward competitive reporting process
Manage and be accountable for budgets with team, oversee reports and client billing
Compile and updates regular status reports
Accountable for building, developing, implementing and maintaining integrated client media plans that deliver against objectives/strategies; proactively investigate media opportunities and craft well supported, articulate points – of – view
Responsibility for the quality of work and smooth operation of the account
Actively drive the planning process and identify opportunities for innovation and improvement
Manage a staff of media professionals. Develop the staff through performance management and consistent feedback. Identify with staff developmental opportunities that will help them to work toward their professional goals
Manage human resource administration, which includes: maintaining staff levels through effective recruiting, performance management and conflict resolution
Set realistic client expectations and make every effort to exceed them, by providing quality work in a timely and responsive manner
5-8 years of experience in Planning with strong ability to lead the media planning process
2+ years of experience in managing or developing a staff
Extensive experience writing and presenting relevant information
Proven ability to handle multiple priorities/tasks
Proficiency with Microsoft Desktop programs, specifically with Excel
Proven ability to work independently and as part of an integrated team
Media Tools experience a plus
Proven ability to develop and maintain strong professional relationships with clients, colleagues and vendors

Um-manager, Portfolio Management Resume Examples & Samples

Develops, presents, manages and measures holistic media programs based on developed media objectives and strategies
Oversees plan evaluation and optimization
Directly manages Planning team consisting of: a Media Planner & Assistant Planner(s)
Three to five years of experience in media planning
Two to three years supervisory experience managing teams required
Knowledge of all planning and research tools and resources
Experience with an integrated marketing and communications process preferred

Um-manager, Portfolio Management Resume Examples & Samples

Three to five years of experience in integrated media planning
Two to three years supervisory experience
Strong presentation skills in internal, vendor, and client meetings

Um-manager, Portfolio Management Resume Examples & Samples

Develops and executes strategic media plans for client assignments
Presents plans to day-to-day clients as well as clients’ retail and food service stakeholders
Leads day-to-day client communications
Understands shopper marketing and path to purchase
Collaborates in the development and implementation of targeted, innovative media solutions consistent with media strategies
Three to five years of media planning experience with a strong focus on digital
Shopper marketing and/or QSR client experience a plus
Ability to articulate media strategy in a clear and concise way that effectively communicates to clients with varying levels of media knowledge

Um-manager, Portfolio Management Resume Examples & Samples

Develops and executes media programs consistent with brand marketing objectives
Sells strategy for both traditional and digital media and ensures consistency across all elements of plan development and implementation
Builds media relationships with media partners
Prepares and delivers client communications and presentations
Assists in managing team performance to achieve desired results by defining roles and responsibilities for the Associates and Senior Associates
Ensures knowledge sharing across groups, open communication and provides thought leadership
At least 4-5 years of work experience in media planning with 2-3 years in a supervisory role
Minimum of 2 years of digital media experience highly preferred

Um-manager, Portfolio Management Resume Examples & Samples

Executes cross-channel communications planning
Ensures timely creation and delivery of work to clients by working across an inter-disciplinary team that includes Investment, Strategy and Research
Understands brand marketing and selling with an emphasis on data-led planning
Three to five years of experience in media planning with preferred emphasis across digital media planning platforms (display, search, social, programmatic, etc.)

Manager, Portfolio Management Resume Examples & Samples

Coordinate the collection of relevant information to support the EPayments leadership in high quality portfolio conversations. Understand resource demands versus supply and assist in balancing portfolio
Assist internal teams in preparing new project requests for the Portfolio Governance process - through concept, business case and approval phases
Using tools such as Excel, Crystal Reports, and VersionOne, Clarity and Business Objects tools to create reports from existing data sources. Attention to report data is critical in this role
Manage data and priorities within the Clarity and VersionOne. Gain a deep understanding of Clarity and VersionOne tools and their full functionality
Research and advise on additional tools that may be beneficial to facilitating portfolio functions
Interface with PMO and Resource Managers to support the monitoring of custom reports needed and log in the Clarity tool
Coordinate and assist with Managing internal teams and leaders to understand current project needs versus the priorities/dependencies and restrictions of the EPayments Development Group
Four year college degree or equivalent experience. Business, mathematics, or statistics degree a plus
Intermediate knowledge of SQL, SQL Server Reporting Services, Excel data imports
Experience working with various reporting and Project/Portfolio tools, such as VersionOne, Clarity
Proficient with Microsoft Office applications (Word, Excel, PowerPoint) - Strong Excel skills required
Experience in banking, financial services, and/or software industries running Software-as-a-Service
Familiarity with Project Management tools and knowledge of Agile Methodology
Excellent verbal and written communications
Ability to build relationships with and influence other functional areas
Knowledge of and demonstrated experience in portfolio management, project management processes and methodologies, as well as, Agile project/software lifecycle

Assistant Manager, Portfolio Management Resume Examples & Samples

Own and grow card portfolio to grow fee and interest income for OCBC Cards
Analyse and understand customers' needs and customize portfolio campaigns to meet these needs
Using data analytics to plan and execute business initiatives to drive revenue
Timely tracking, fulfillment and analysis of business initiatives to ensure targets are met and identify areas of improvement for all deployed initiatives

Manager Portfolio Management Resume Examples & Samples

Deliver CMC regular portfolio reports and updates timely and efficiently
Lead the effort to clearly define and simplify reporting/planning processes and effectively capture the data and enable communication
Collaborating with TDT/Governance operation group and Project management experts, various functions, including PTDO, functional planner, PTD finance, PTDM, leverage the portfolio and project information and analysis, to conduct cross-project analyses to identify portfolio trends; portfolio benchmarks; identify common issues, areas for enhancement and best practices; provide insight and recommendations for enhancing CMC performance and productivity
Participant and drive cross-functional initiatives related to analytics and analytical methodologies that would advance consistency, quality, and simplification of project planning and decision-making for team, committees and Sr managements. Represent PTDMM to provide portfolio inputs
Identify, drive, and lead portfolio-based strategic analysis to provide portfolio insights for teams and managements on the performance (i.e., productivity, efficiency, capacity, etc.)
Be the in internal expert on various technologies for data capturing/acquisition , analysis and

Manager, Portfolio Management Resume Examples & Samples

4-8 years of project manager experience
At least 2 years of experience working in EPMO
Working across organization on process improvements
Working with Audit/Finance
Experience presenting to leadership
Sound collaboration and negotiation skills

Manager, Portfolio Management Resume Examples & Samples

Bachelor degree in business administration with strong IT experience or equivalent work experience
3-5 years of previous project management and/or relevant consulting experience
3-5 years of experience in customer portfolio management
Experience in software product implementation
Project Management Professional (PMP) certification highly desirable, not required
Customer service oriented, Excellent negotiation skills and business focus, Strong people management background is essential and be able to prioritize your work and the work of the team
The Manager, Portfolio Management is responsible for overseeing the project management of all client deliverables from project initiation through launch/delivery
The Manager, Portfolio Management will seek to continually evaluate the delivery processes and implement efficient strategies for managing projects which include managing scope, communications, resources, budget, timeline, quality and risks
Responsible for an end to end team of delivery specialists
May take over management of new projects initially developed by a Project Manager
The role will have direct people management responsivities

Senior Manager Portfolio Management & Transformation Initiatives Resume Examples & Samples

Create a simple yet rigorous process to help us prioritize all key projects, initiatives, and investments across business units
Understand business cases for projects including benefits and cross functional resources
Help to shine a light on areas where we are over/under investing or where our strategic ambition is not being realized (particularly in New Product Pipeline analysis)
Help to identify scenarios to optimize choices when budgets are increased or decreased
Partner closely with VP, Advanced Analytics to measure in market return on investment and propose resource reallocations
Analyze New Product Portfolio against key metrics and strategic fit and propose improvement areas
Lead complex change programs that are necessary for the realization of our strategy
Create effective processes
Analyze complex data across business units and functions
Provide transparent and objective recommendations
Supervise Manager, Portfolio Management
Lead complex change programs across functions and business units
BA with at least 10 years of relevant industry experience, including 5 years of strategic planning or consulting experience
Background in strategy and/or portfolio management, marketing, finance, and/or sales experience
Excellent communication skills, both oral and written, with the ability to speak clearly and concisely in front of large groups and one-on-one with individuals
Fosters respect for diversity while resolving conflict collaboratively

Manager, Portfolio Management Resume Examples & Samples

Help develop and execute a simple yet rigorous process to help us prioritize all key projects, initiatives, and investments across business units
Work with the Senior Manager to analyze the New Product Portfolio against key metrics and strategic fit and propose improvement areas
Facilitate the Strategy and Portfolio Meeting
Help to lead complex change programs that are necessary for the realization of our strategy
Create effective processes and proposes improvements
Execute processes effectively
Transparently and objectively provides recommendations
BA/BS with at least 5 years of relevant industry experience, or an MBA with at least 3 years of relevant industry experience
Superior analytical skills, in particular ability to apply in a decision-making context

Manager, Portfolio Management Resume Examples & Samples

Ensure financial and operational compliance with Power Purchase Agreements and RTO/ISO obligations
Support new projects as the commercial advisor for operational and PPA management
Support new business opportunities and Power Purchase Agreement contract administration
Support EGPNA’s position in ISO/RTO and regulatory matters, which includes determining the financial/ operational impact of regulatory changes
Lead a team for monthly portfolio reporting including RECs, power, and market exposure
Acts as the technical advisor to the group overseeing market settlements and revenue recognition of PPA portfolio
Interact with supervisors and functional peer groups involving matters between functional areas, customers, and the company
Acts as technical advisor to the group and may become actively involved in projects to meet schedules and resolve problems
Provide guidance to subordinates and establish procedures that affect your immediate organization within the latitude of established company policies
Manage monthly and annual plant financial performance reporting
Develop and maintain relationships with internal and external counterparties
Provide support for projects, market compliance, regulatory filings, etc
Stay current on national and local market drivers for Energy and Renewable Energy Credits
Provide reports and create presentations providing project and financial updates as needed
Develop and administer employee schedules, performance requirements; may have budget
Expected to follow standard business practices and operational policies in selecting methods and techniques for obtaining solutions
Manages the activities for the entire portfolio of projects with responsibility for results, including costs, methods and staffing
Supervises Portfolio Management Analysts and will actively participate in hiring, training, mentoring and coaching
Collaborate with various groups across the company to solve ad hoc problems

Manager, Portfolio Management Resume Examples & Samples

5 - 7 years of professional experience as a Project Manager or equivalent position responsible for defining and managing project scope, timelines, profitability, and effective delivery of solutions
3 years of professional experience as a technical portfolio analyst or manager
At least 3 years professional experience managing FTE project management resources. Including administrative duties, reviews, and career planning
At least 1 year experience working with a PPM tool such as HP PPM, Clarity, or Planview
Proficient with Project Management tools
Financial industry experience and/or manufacturing
Master’s Degree in Business, Engineering, Technology or related field
ITIL, Lean, or Six Sigma
Solution oriented mindset – creative use of technology and alternative approaches. “No” is not in your vocabulary
Strong attention to detail and commitment to high quality deliverables
Cool under pressure, able to manage many details and priorities
Experience using standard project management tools such as MS Project, Clarity, or Planview
Professional demeanor and comfortable working with C-level executives

Um-manager, Portfolio Management Resume Examples & Samples

Develops and executes strategic plans for global client assignments
Ensures timely creation and delivery of work to clients by working with an inter-disciplinary global team that facilitates collaboration across Zone/Regional Planning Leads, Strategy, Investment, and Research
Develops global overview of media partners and tactical campaigns to inform and educate internal and clients teams

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