Portfolio Administrator Cover Letter

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

In the previous role, I was responsible for training documents to contractors for new products and services offered by Spectrum, policy changes that relate to installation.

Please consider my qualifications and experience:

• Previous knowledge of FundSettle/Bloomberg a distinct advantage
• Intermediate knowledge of MS Excel & MS Access (desirable)
• Achieved or working towards a relevant professional qualification
• Strong experience directly interacting with custodians
• Coordinative Lead and active member of the SIS Tool Support Team
• Training and ensuring usage of PPM processes & tools for all relevant SIS organizations
• Driving project related data consistency / quality checks and improvements
• Administration of the future Divisional Project and Portfolio Management Tool (PRIME)

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

Previously, I was responsible for input to the bank’s periodic budgeting process to ensure Ulster Bank’s strategic priorities are prioritised within RBS Technology Services.

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

• Basic understanding of the full SDLC (System Development Life-cycle) for both Agile and Waterfall
• Thorough knowledge of Corporate Trust process, including applicable systems, policies, procedures, and regulatory requirements
• Require to be the SME for the Portfolio Administration team which will be the first point of contact for the team and our internal and external partners to raise issues/concerns
• Provide the oversight on the daily output by the team with a heightened focus on the quality of data being produced and to also ensure the Clients established SLA's/deadlines are met, both for our internal and external clients
• To reinforce the focus is placed on the mitigation of Risk and Error prevention and the need to ensure the Quality Control checks are in place and adhered too
• To support and expand our established working relationship with both our internal and external partners which will ultimately increase collaboration
• Exhibits and encourages a positive and proactive approach towards change
• Understanding of portfolio and mutual fund accounting

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

In my previous role, I was responsible for system support and maintenance in alignment with standards and process set within the Services Delivery model, West policies and procedures as well as Regulatory requirements including but not limited to Sarbanes-Oxley and FDA GMP.

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:

• Representation of SIS within Divisional Change Management Team
• Active member of PPM Nxt / PRIME Divisional Deployment Team to ensure the operational readiness and successful rollout
• Demonstrable experience in technology and tools
• Demonstrate effective interpersonal and communications skills both verbal and written
• Good working knowledge of Google applications such as Googlesheets
• CFA enrollment and completion of CSC are preferred
• Previous knowledge of securities dealing, Fundsettle/Bloomberg would be an advantage
• Experience working with a cross-functional team in the areas of technology and operations disciplines

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

In the previous role, I was responsible for training and guidance to faculty and staff on regulatory requirements, treatment of intellectual property, and university and college policies and procedures.

Please consider my qualifications and experience:

• Thorough knowledge of assigned functional area, including applicable systems, policies, procedures, and regulatory requirements
• Well-developed indenture interpretation abilities and analytical skills
• Basic knowledge of Wallstreet Office, SEI, and CDO Suite preferred
• Electra Reconciliation knowledge
• SBA knowledge
• Proficient computer skills – MS Office Suite (Outlook, Word, Excel, PowerPoint, Visio, Access)
• Understanding of technology (ie OS, database, app server, web server, network, firewall)
• Demonstrate a practical understanding of IT principles, concepts, measures, industry best practices and standards

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

In the previous role, I was responsible for first line response to identify students in crisis and refer to appropriate resources, as needed.

Please consider my qualifications and experience:

• Focus on Simple, Fast and East by analyzing our existing task/deliverables process notes and identify unproductive routines and ultimately achieve increase efficiencies in our day to day routines
• Create new client files/ set up new clients on
• Working technical knowledge of current database hardware, protocols, and standards
• Experience with Oracle database utilities such as RMAN, sql loader, exp, imp, data pump, RAC, Data Guard, Golden Gate etc
• Proficiency with partitioning, distributed transactions, materialized views/snapshots, etc
• Experience in installing and upgrading Oracle 11g / 12c databases
• Unix, Linux, and Windows OS background
• Skilled in Unix/Linux Shell Scripting