Portfolio Management Cover Letter

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

In my previous role, I was responsible for support to credit officers in analyzing credit risks on derivative and security financing transactions and portfolios of transactions, collaborate with Core System Modeling Team for the delivery of counter-party Risk Metrics.

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

• Background in real estate appraisal, investment sales or asset management
• Prior experience with Argus
• Proficiency with Microsoft Excel and discounted cash flow modeling
• Strong background in problem solving and analytical skills
• Experience with research, data gathering, and quantitative analysis
• Possession of excellent interpersonal, customer management, and time management skills
• Knowledge of modern portfolio theory, economics and quantitative techniques, as applied to portfolio management and construction
• Well-developed presentation and relationship building skills

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

Previously, I was responsible for pD Grade risk ratings and recommends appropriate credit structure including reserve requirements, ACH exposure limits, and OD limits.

Please consider my qualifications and experience:

• Attention to detail and commitment to producing high quality work products
• Exceptional verbal and writing skills, including editing, proofreading, and developing and delivering presentations
• Accurate and self-starting
• Strong communication skills and like to work in teams in a dynamic environment of a new company
• Affinity with Corporate Finance and Financial Markets
• Strong drive for supporting sales teams, building them up, and providing them with the right tools and knowledge to win
• Proven track record in rolling out new solutions and successful adoption by a sales force
• Able to lead in a matrix organization in a multi-cultural global environment

I am excited to be applying for the position of portfolio management. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for analysis and reporting on portfolio concentration, early risk detection, industry trends, risk/reward metrics, and capital trends making effective use of traditional measures of credit risk such as agencies’ ratings, quantitative measures such as Moodys-KMV’s EDF and market indicators such as equity prices, corporate bond and credit default spreads, and bank loan prices.

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

• Previous experience working with technology portfolio management toolsets
• Strong people management skills, including influence, delegation, motivation and negotiating skills
• Experience with the Capital Planning and Investment Control (CPIC) life cycle
• Experience with Microsoft Project and Office products
• Experience with coordinating across numerous and mostly external stakeholders
• Experience with briefing senior-level federal clients
• Experience with IT Portfolio Management tools, including Oracle Primavera Portfolio Manager
• Advanced skills in Excel and PowerPoint are preferred

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

In my previous role, I was responsible for analytical support to managers and senior members of the team on a wide variety of assignments, including communication with agencies and the loan production staff, cash flow modeling, risk analysis, property performance, market analysis, and borrower credit analysis.

Please consider my qualifications and experience:

• CPIC (preferred)
• Hands on experience with an Agile Lifecycle Management tool (e.g., Rally, Jira), strongly preferred
• Timely processing of market research proposals
• Number of new products opportunities identified for generic development
• Comprehensive product research
• Real-time competitive intelligence
• CGFM (Certified Government Financial Manager), or CDFM (Certified Defense Financial Manager)
• Demonstrated customer service orientation and outstanding level of professionalism, tact and discretion in providing client support

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

Previously, I was responsible for primary interface with clients over all issues related to assigned transactions, ensure compliance with documents and credit approvals.

Please consider my experience and qualifications for this position:

• Technical experience with MS Access, SQL, VBA, and/or Python is strongly preferred
• Smart, driven, able to work both independently and in a team, detail-oriented and execution focused
• Strong knowledge and practical experience with Agile Delivery Methodologies (e.g., Scrum, Kanban)
• Strong conflict resolution, facilitation, and negotiation skills
• Project and program delivery experience in a Life Sciences context
• Understanding of IT Finance and IT Finance processes such the development of Annual Operating Plans
• Previous experience in an IT organization across a diverse set of geographies and lines of business
• Hands-on delivery experience using an Agile delivery methodology (e.g., Scrum or Kanban)