Senior Portfolio Manager Job Description
Senior Portfolio Manager Duties & Responsibilities
To write an effective senior portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included senior portfolio manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Senior Portfolio Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Portfolio Manager
List any licenses or certifications required by the position: PMP, PMI, MBA, ITIL, CISSP, CFA, CAPM, FMA, CFM, NABCEP
Education for Senior Portfolio Manager
Typically a job would require a certain level of education.
Employers hiring for the senior portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, MBA, Business/Administration, Education, Management, Computer Science, Engineering
Skills for Senior Portfolio Manager
Desired skills for senior portfolio manager include:
Desired experience for senior portfolio manager includes:
Senior Portfolio Manager Examples
Senior Portfolio Manager Job Description
- Electrical sign-offs Construction applications and sign – offs
- Interact with client’s supervisors as required
- Monitor work assignments, working hours, scheduling and performance of all service contractors and personnel providing services to our client
- Review and approve PO’s as requires
- Submit daily spend to SPM for approval
- Comply with the PO guidelines within the MSA
- Comply with Building Operations policy & procedures including emergency procedures
- Seek personal and professional growth
- Manage construction projects for facility when required
- Relation with Service-Teams around the world Relationship Managers/Assistants
- Minimum 10 year experience in the Financial Service industry preferably in Commercial Real Estate
- Experience with project management and portfolio management software
- Communication ability – must speak fluent English and be able to communicate effectively with PMs (that means they need to understand the L/S equity business, and that they need to be reasonably pedagogical/sociable)
- Strong analytical/problem solving skills (quantitatively savvy, should know some statistics)
- Motivated, hard-working, self-starter (will-do attitude)
- Experience managing very large project portfolios with a breath of projects ranging from business as usual changes to high complexity and organizational impact
Senior Portfolio Manager Job Description
- Communicating with clients and prospects
- Tour properties on a regular basis and conduct property inspections Ensure follow-through of any required corrective action
- Following Bank Credit policy, structure, underwrite, and close Commercial Real Estate Loans
- Make recommendations to the appropriate level of credit administration
- Service and maintain an assigned Commercial Real Estate portfolio and work with prospective clients
- Manage commercial portfolio risk on an ongoing basis by monitoring customer credit-worthiness, adherence to loan terms and general business conditions
- Negotiate services and order outside appraisals and inspections
- Proactively engage and partner with stakeholders – both within GPS other global functions across the organization – to identify & address business needs and help facilitate effective and informed decision-making
- Assist in consolidating technology and product roadmaps, highlight investment gaps, and provide insights on strategic investment allocation across the broader portfolio
- Attend Key phase exit reviews, highlight and summarize product development gaps and investment needs
- Contract Management and Relationship Management experience within outsourcing arrangements
- Excellent business and commercial acumen
- Up-to-date knowledge of the global IT supplier landscape, services offered, and pricing
- Advanced knowledge of supplier management
- Understanding and working knowledge of Technology Supplier Contracts
- Advanced knowledge of technology related risks and controls and regulatory requirements
Senior Portfolio Manager Job Description
- Continuously identify and mitigate risks and impediments to new product success
- Maintain competency models for assigned portfolio(s)
- Collaborate with Channel Management and Development and Business Development teams to result in successful the product launches
- Champion agile principles in new product development to drive innovation, efficiency and increased ROI
- Identify and analyze key credit risks and mitigants
- Identify risks within each transaction and corresponding mitigants
- Review legal documents and seek additional approvals to ensure compliance, if necessary
- Appropriately document and mitigate all Bank policy exceptions
- Effective and timely communication with credit management, borrower, and agent banks with internal partners such as Treasury Management, Corporate Banking, Operations, Accounting, Legal, engaging partners as appropriate throughout the underwriting process
- Occasionally work with Senior Account Executives on transaction prescreens for early identification of credit issues providing structural, analytical, and indicative risk rating assistance
- Demonstrated expertise in working closely with many different internal clients to successfully manage objectives and results
- Demonstrated ability to implement strategies and plans
- Recognized management and credible leadership abilities
- Demonstrated team player with ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements
- Takes responsibility and initiative to facilitate conflict resolution, consensus building and problem solving
- Ability to work effectively both in positive and negative situations
Senior Portfolio Manager Job Description
- Define and track process adherence metrics across markets and agencies
- This role will ensure strong focus on audit and adherence to compliance on Global Collections processes
- Ensure that the partner is audit ready 24 x7
- Documentation of daily, weekly, monthly engagement actions with partners and management
- Thorough understanding of market dynamics, local regulatory requirements
- Planning the portfolio structure, packaging and communicating the portfolio roadmap plan, tracking and measuring results in creative ways that look beyond the company’s current value propositions
- Establish strong relationships with SDS leaders and Product leaders across technology and business functions
- Collaborate with other Portfolio Managers to ensure portfolio and product alignment
- Leading the design and maintenance of documentation of these due diligence activities
- Author the solution launch plan, the solution handbook that will be used to coordinate external communications
- Expertise in all asset classes
- Strong team player, able to work under pressure
- Good IT knowledge (Office, Bloomberg, Avaloq)
- Detail oriented, strong communication (both verbal and written) and the ability to thrive in a team environment are critical
- Postsecondary education, preferably with a graduate-level degree in business administration
- Bachelors degree in Business, Accounting, or Engineering or 15 years equivalent industry experience
Senior Portfolio Manager Job Description
- Prioritize projects based on “mandatory”, “essential”, and “optimum" project portfolio benefit to the organization
- Conduct scenario planning and analyses to justify the selection and relative risks involved
- Verify that all projects add value to the organization
- Demonstrate that the projects and timing in the portfolio are conducted within the capacity of the organization
- Ensure stakeholder engagement and responsibility is assigned for securing actualization of intended benefits
- Report actual benefits relative to intended benefits over the longer term
- Regularly report status and make recommendations to senior management
- Chair project portfolio governance meeting
- Develop and implement business plans which support the operational plans and strategies of LMI
- Develop, maintain & control integrity of LMI pricing models, pricing process governance , documentation & controls
- Bachelor’s Degree with minimum 5-7 years of industry experience
- 10+ years experience in senior level technology related program/project management
- PMP or equivalent designation
- The individual will be responsible for following and ensuring the adherence of the business to the broad, strategic direction of CMB
- Proven ability to operate across multiple regions in a large bank by building networks and leading teams that may not be directly managed
- Undergraduate degree in Business, Accounting, or Engineering or fifteen (15) years equivalent industry experience