Analyst, Portfolio Resume Samples

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J Blick

Jovani

Blick

203 Adrien Hills

San Francisco

+1 (555) 744 6160

203 Adrien Hills

San Francisco

Phone

p +1 (555) 744 6160

Experience Experience

Houston, TX

Analyst, Portfolio Analytics

Houston, TX

Terry-Bechtelar

Houston, TX

Analyst, Portfolio Analytics

Responsible for Debt maturity monitoring and reporting
Assist in compiling the Annual Business Plan - a written and graphical summary of the accounts acquisition, disposition, and debt plan for the coming year
Assist with the compilation of quarterly client and external marketing
Computer proficiency with a strong working knowledge of the suite of Microsoft Office applications, most particularly Excel
Responsible for portfolio cash monitoring and Sources and Uses of all cash
Assist with the compilation of quarterly client quarterly fund level reporting
Compilation of property budget components in order to derive the fund performance return projections

Detroit, MI

Analyst, Portfolio Management

Detroit, MI

Walter LLC

Detroit, MI

Analyst, Portfolio Management

Propose and develop improvements to existing business processes
Propose and develop process improvements to existing business processes
Research, analyze and develop market and competitive landscape assessments across gaming and digitalmedia industries
Manage slate updates and monthly market reports and tool
Assist with portfolio reporting, including returns, market value calculations, and characteristics
Perform analysis and coordinate responses for Corporate Action events
Manage cash forecasts for multiple portfolios

present

New York, NY

Analyst, Portfolio Investments

New York, NY

Goyette-Breitenberg

present

New York, NY

Analyst, Portfolio Investments

present

Assists with preparation of scheduled and ad hoc performance reports
Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
Assists in development of financial models to forecast team revenue and income
Assists with developing individualized client investment strategy for Financial Advisor
Establish and maintain effective working relationships at all organizational levels
Assists in development of financial models for revenue and income forecasts
Assists with research and analytics used in Investment Strategy white papers for Financial Advisors

Education Education

Bachelor’s Degree in Engineering

Northeastern University

Bachelor’s Degree in Engineering

Skills Skills

Hard working, detail-oriented, and committed to producing great end results
Highly proficient in Microsoft Office (Excel, Powerpoint and Word)
Detail oriented (attention to detail on formatting, numbers, technical issues and legal documents)
A self-teacher and quick learner able to pick up the technical skills necessary for any project
Demonstrated track record of strong leadership
Demonstrated ability to prioritize work and manage time
Ability to thrive in a fast-paced, rapidly changing work environment
Ability to assemble information from multiple sources and create logical and strategic recommendations
Strong analytic and financial modeling skills
Strong interpersonal skills

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15 Analyst, Portfolio resume templates

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Analyst, Portfolio Management Resume Examples & Samples

Update and maintain various historical and projected performance reports
Run scenario analysis on the existing portfolio, evaluating different financing structures
Perform discounted cash flow analysis on various investments
Run portfolio-level sensitivity analysis
Monitor the market and industry trends
Interpret how different macroeconomic scenarios will affect investment return
Execute various ad-hoc analysis including gathering, interpreting and summarizing RMBS and CDO-specific bond and performance data
Interpret data and research and communicate/distribute findings to the team on an ongoing basis
Strong written communication and presentation skills a must
Strong analytic and financial modeling skills
A quantitative thinker who is able to use numbers to generate and validate critical concepts and extract insight and conclusions based on data and market intelligence
Demonstrated track record of strong leadership
Team player with a positive attitude
1-2 years of experience at a financial institution, hedge fund or audit/consulting firm
Completion of a 2-year analyst training program at a bulge bracket firm a strong plus
Prior knowledge of RMBS, CDOs and/or fixed income a plus, but not a requirement

Analyst, Portfolio Management Resume Examples & Samples

Support development of global product strategies for our businesses, including the development of slate parameters, market assessments, competitive analyses and recommendations
Research gaming and digital market trends, and assist in market sizing and industry / competitive overview. Example projects include mobile monthly market report, genre analyses, comparable market analyses, etc
Support financial forecasting efforts by finding and evaluating competitive titles, constructing detailed financial models, and creating presentations to disseminate findings across Disney Interactive
Create other strategic analyses and presentations as required
Maintain Disney Interactive and TWDC slate repository and distribution materials
Partner with TWDC and global stakeholders to identify partnership opportunities and resolve potential conflicts
Undergraduate degree in business, economics, math or related field preferred
1-2 years in strategy / management consulting or investment banking
Experience creating detailed and complex financial models in Excel and working with large data tables
Excellent verbal and written communication skills with the ability to present and interface with multiple levels of management and staff
Highly proficient in Microsoft Office (Excel, Powerpoint and Word)
Ability to thrive in a dynamic business environment that requires rapid learning, multitasking and prioritizing under tight deadlines
Ability to assemble information from multiple sources and create logical and strategic recommendations
Detail oriented (attention to detail on formatting, numbers, technical issues and legal documents)
Passion for gaming – especially in the mobile, console and PC spaces

Analyst Portfolio Management Resume Examples & Samples

Receivable/loss planning
Debt sale CBAs
Ad hoc modelling & analysis based on business need
Other project work

Senior Analyst, Portfolio Analysis Resume Examples & Samples

Develop a solid understanding of trading and non-trading market risks across RBC
Contribute to the development of the market risk stress testing program, with an emphasis on validating and improving the market data used for scenario and economic analysis
Facilitate the integration of stress scenarios across 1) all market risks at RBC 2) derivative and counterparty risk and 3) market and trading credit-related capital
Assist in the development of severe but plausible economic/market scenarios that could impact RBC’s financial condition, including liaising with Local Market Risk and other subject matter experts
Contribute to the completeness and reasonableness of stress results through review and market research
Liaise with Risk Management staff globally to understand, validate, and summarize key market risks in trading books
Contribute to the proper execution of all regulatory stress tests
Assist ad-hoc analyses of scenario results to highlight risk concentrations and trends to senior management and the Capital Markets Operating Committee
Contribute to the design of key components of the strategic market risk platform that are related to stress testing
Internship experience in trading or trading risk management roles
Thorough knowledge of traded products including derivatives and their associated risks
Good understanding of the bank and broker-dealer regulatory environment
Working knowledge of trading book capital requirements
Excellent knowledge of MS Excel, exposure to MS Access and other database programs, and knowledge of Matlab
Strong knowledge of programming languages, preferably Visual Basic

Analyst Portfolio Management Resume Examples & Samples

University degree - graduate with background in either statistics, econometrics, natural sciences, financial or insurance mathematics
Above-average computer skills (MS Office, SQL programming and database experience)
Very strong English
Knowledge of US GAAP and CZ GAAP * Negotiation and communication skills (written and verbal) Would you like to know more? https://www.gemoney.cz/en/about-us

Analyst, Portfolio Analytics Group Resume Examples & Samples

Responsible for maintenance and support of our existing models, applications, and processes: Contribute to both strategic and tactical projects to ensure the company has the most up to date analytics measures and tools in the current market environment
Develop deep understanding of risk management and asset allocation theory and techniques & develop subject-matter-expertise in Aladdin risk models and tools
Interact with Financial Modeling Group and play an active role in the coordination of risk model and tool releases, ranging from project managing, testing and validating new models and analytics, developing deployment plans, creating documentation on the changes, and communicating and explaining new capabilities to the internal and external client base
Serve as a resource to internal groups (Client Analytics, Risk & Quantitative Analysis, Institutional and Retail Client businesses, and Investment Strategy Groups) and external clients on analytics and modeling topics
Help improve and document our analytic models and processes for external consumption
Prior Experience of 2-3 years in the Financial Services industry
Good understanding of portfolio theory, fixed-income analytics, multi-asset products, and markets
Strong quantitative kills a must
Programming skill is a plus

Analyst, Portfolio Construction Analysis Resume Examples & Samples

Supporting senior professionals in the development of a multi-strategy portfolio management and client reporting suite
Supporting the data and analytics requests of senior team members and Portfolio managers to advance the Multi-Strategy investment process; this includes, but is not limited to the production of performance results, relative value metrics, market color and benchmark statistics
Preparing a large number of ad hoc and standardized reports, as well as participating in the research, design and creation of new reports as needed
Serving as a subject matter resource to Sales Representatives, Portfolio Managers and Client Services
Reviewing financial data for various Oaktree professionals and developing charts and tables for presentations and publications
Preparing, as necessary, competitor analysis, performance contribution/attribution analysis, and other reports at the request of members of Marketing, Client Relations, and the Investment Teams
Mastering system technology to leverage where possible for report automation
Collaborating with Business Analysts and Information Technology to automate reports
Outstanding initiative and a strong work ethic
Ability to operate independently on short and long term goals
Excellent interpersonal skills with the ability to leverage firmwide resources in an effective and judicious manner
Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions
Must be team-oriented and possess integrity and professionalism and share Oaktree’s common goal of excellence
2 to 5 years of experience working at an Asset Management company, Investment Bank or other related financial services company (including financial services technology vendors) in a portfolio reporting and analysis capacity
Familiarity with Credit instruments (High Yield Bonds, Leveraged Loans, Convertible Securities, etc.)
Knowledge of relevant reporting outputs and metrics including performance reporting, risk metrics and portfolio characteristics
Familiarity with creating different reporting perspectives: region/country breakdown, industry breakdown, maturity distributions, credit quality buckets
Expertise in analyzing data and metrics with sufficient familiarity to recognize potential issues
Experience managing and manipulating large amounts of data

Senior Analyst Portfolio Risk Management Resume Examples & Samples

Bachelor’s Degree in Mathematics, Statistics, Economics, Finance, Business or other related fields
4+ years of consumer credit, risk management or financial services industry experience
Strong knowledge consumer credit products, preferably with Mortgage products
In depth knowledge of applicable regulatory and Bank policies and procedures related to consumer lending
Proficiency in Microsoft Suite of products such as Excel, Word, Power Point and Access
Proficient with statistical analysis and data mining tools such as SQL, SAS, CHAID, CART, KnowledgeSeeker, etc
Ability to access complex data sources, manipulate data and execute code/queries to provide high quality analysis
Strong interpersonal and communication (verbal and written) skills
Ability to prioritize and manage multiple complex tasks in a dynamic work environment
Ability to influence key stakeholders to drive proactive portfolio management actions
Ability to present complex information in a clear and concise manner appropriate for the target audience
Sound judgment and independent decision-making skills

Analyst, Portfolio Management Resume Examples & Samples

Research, analyze and develop market and competitive landscape assessments across gaming and digitalmedia industries
Evaluate product performance, analyze large, complex data sets and design detailed financial models tosupport product forecasting efforts
Define and lead research, modeling / analytics and prepare presentations with actionable insights insupport of the development and implementation of strategic initiatives for interactive games and digitalentertainment products
Provide recommendations on digital / games product strategy, including audience, platforms, genres, monetization, etc
Understand and interpret key industry metrics such as: Lifetime Value of Users, Player Retention and Conversion Rates and Cost-per-Install across different user acquisition channels
Help formulate strategic slate recommendations for driving the optimal digital portfolio for Disney Interactive
Manage slate updates and monthly market reports and tool
Prepare and deliver communications / presentations both to and for executives and actively contribute to meetings with leadership
Proactively develop and maintain relationships with key stakeholders / partners across the Company
Minimum 2 years of Strategy or Consulting related work experience
Gaming experience a plus
Experience creating detailed financial models in Excel
Advanced quantitative analysis skills with ability to take ideas from brainstorm to execution stage, including translating analyses into actionable insights and recommendations
Strong written and verbal communication skills, with the ability to develop presentations and present to and interface with multiple levels of management including senior executives throughout the Company
Self-starter with a passion for and solid understanding of the digital products and gaming landscape
Proven ability to influence people without direct reporting relationships
Ability to thrive in a dynamic business environment that requires rapid learning, multitasking andprioritizing under tight deadlines
Advanced proficiency in Excel and Power Point required
Bachelor’s degree required; business, economics, math or related field preferred

Analyst, Portfolio Optimisation Resume Examples & Samples

Maintenance of the financial status of all PB SaMC initiatives to support meeting financial and delivery targets as well reporting to senior leadership
Assistance in the facilitation activities of PB SaMC forum and the provision of an accurate financial position of all initiatives and insights from monthly financial reporting
Participation in various projects and policy reviews, including transformation projects, financial modelling and planning, process improvement and efficiencies
Collaboration in the support of the management of the SaMC prioritisation funnel to enable delivery by EP&C Small & Medium Projects as prioritised to align to PB strategy
Engaging with financial partners and signatories to drive the right spend decisions aligned to support; initiatives in delivery, yearly spend targets and remaining compliant with NAB accounting/finance policy
Working with other business units to ensure the standardisation of SaMC prioritisation across PB and aligned to NAB Change management principles
Assistance in the preparation of Governance & Committee forum documentation
Proactive identification of improvement opportunities and best practices with supported work instructions
An analytical background and be proficient in analysing and interpreting data
Exceptional relationship management and influencing skills
An understanding and some insight on NAB's customer base
A working knowledge of Microsoft Powerpoint and Excel
This is an ideal opportunity for an analytical and customer focused professional to take the next step in their career and provide insight and analysis to senior management to impact Personal Banking

Analyst, Portfolio Analytics Resume Examples & Samples

Assist with the compilation of quarterly client and external marketing
Flash reports
Portfolio Quarterly reports (data aggregation, analysis, and client communication including the investor letter and any follow-up correspondence and associated requests)
Portfolio/property level return files leverage and unleveraged
Response to marketing requests as needed (including quarterly client questionnaires)
Assist with the compilation of quarterly client quarterly fund level reporting
Internal reporting: compilation of pertinent debt schedules, loan covenant reports, appraisal scheduling with NVC, GIPS valuation testing, requests to/from SCA asset managers, debt appraisal reviews, asset appraisal reviews, Investment Committee risk reviews, etc
External reporting: will involve oversight of client/consultant reporting requirements, etc
Assist in compiling the Annual Business Plan - a written and graphical summary of the accounts acquisition, disposition, and debt plan for the coming year
Assist in compiling fund-level projections regarding returns, capital needs, leverage, revenue, fees, guaranties. Use of portfolio excel models and various internal information systems to determine changes to relevant metrics (Liquidity, LTV, Non-Core, returns, sector allocation, diversification, etc) under a given set of scenarios and sensitivities
Compilation of property budget components in order to derive the fund performance return projections
Ad hoc portfolio level requests
Production of Portfolio Suitability Sheets (distributed at Investment Committee meetings)
Responsible for portfolio cash monitoring and Sources and Uses of all cash
Responsible for Debt maturity monitoring and reporting
Assist with information management system initiatives focused on improving the current Resolve, Request and Tableau systems as well as exploring and testing new system applications that will improve overall automation of data management
Support asset managers and take on specific assignments when needed
Bachelor's degree in Finance or Accounting required
Minimum 2-5 years experience in a finance or accounting related discipline
Ability to work on a team and work independently
Computer proficiency with a strong working knowledge of the suite of Microsoft Office applications, most particularly Excel
REIT/Tax knowledge a plus

Analyst, Portfolio Onboarding Resume Examples & Samples

Contract Negotiation, Event Management and Ongoing Maintenance
Determine contract requirements for each event utilizing team members’ expertise
Negotiate and maintain basic/moderately complex contracts/investment guidelines with all money managers hired in the funds and separate accounts globally, with increasing exposure to complex contracts required for a manager change in a fund complex or a manager hire(s) for a new fund launch. Evaluate money manager requirements and issues and recommend appropriate course of action for resolution, specific to derivatives
Work with Russell portfolio managers and external money managers to draft/negotiate appropriate content for investment guidelines
Collaborate with senior members of the team to evaluate money manager issues and facilitate resolution and/or review of legal issues with appropriate attorneys
Gain exposure to the end-to-end process for manager changes from ISC approval to signed contract receipt to ensure completion of all implementation steps
Coordinate activities with Legal, Compliance, Trading and Operations teams
Analyze and consult with senior team members to determine derivatives contract requirements for each event
90%
Negotiate with internal and external legal counsel on the documentation for implementing derivative-related counterparty contracts (e.g. ISDA, futures, prime brokerage, etc.) for all money managers, separate accounts, sleeves or other products in the funds or owned by the Investment Division. 10%

Credit Analyst / Portfolio Analyst Resume Examples & Samples

Active management of debt facilities, including
Being the point of contact with all lenders
Responsibility for timely and accurate delivery of all information requirements
Coordinating delivery of information from portfolio team and administrators
Leading discussions with lenders regarding waivers
Implementing processes that ensure compliance with facility agreements
Involvement in refinancing projects
Internal reporting on status of facilities
Internal forecasting on covenant compliance
Accounting and monitoring of all hedging instruments
Implementing processes that ensure new debt facilities (primary or acquired) are on-boarded in a timely
Support to investment team on matters relating to debt
Being familiar with debt models from a reporting and sensitivity perspective
General support to Portfolio and Investment teams
Extremely strong academics
Experience in a banking environment
Experience in renewable energy helpful
Must have Renewable Energy experience

Senior Analyst Portfolio Services Resume Examples & Samples

Prepare monthly governance packs which include well-formed decisions, supported by facts, insights, advise portfolio health and emerging environmental factors
Provide secretariat support for monthly portfolio governance meetings including effective minute taking
Develop meaningful insights for investment committee decision making through critical analysis and assessment of project and portfolio data
Track and maintain portfolio execution health flagging variances to baseline portfolio: benefits, cost, dependencies and risk positions
Actively share quantifiable opportunities to improve the portfolio mix and sequence to frontload benefits, reduce cost and risk profiles through insights provided
Maintain accurate portfolio documentation including committee actions and decisions and ensure relevant portfolio tools are updated accordingly
Support projects positioning of stage gate decisions, ensuring that context and decisions requested are accurate and clear
Engage with stakeholders through daily interactions across the portfolio community (e.g. Program Managers, Project Managers, Business Management, PMO, Finance, Risk
Identify and implement continuous improvement initiatives to improve the overall performance, development and capabilities across Portfolio Services
Project delivery experience, in either a project or governance role
Experience with project management systems, tools and processes
Excellent interpersonal, executive writing and communication skills with a strong ability to influence stakeholders
Prior experience in supporting multiple Program & Project Managers within a fast paced, busy working environment
Experience working in financial services sector or general consulting experience
University qualification in commercial / IT discipline
Portfolio or Project management certification
Advanced Microsoft Excel and Power Point skills

Analyst, Portfolio Onboarding Resume Examples & Samples

Negotiate with internal and external legal counsel on the documentation for implementing derivative-related counterparty contracts (e.g. ISDA, futures, prime brokerage, etc.) for all money managers, separate accounts, sleeves or other products in the funds or owned by the Investment Division
Demonstrated expertise with negotiations, consultation, and relationship building skills
Demonstrated high level analytical and problem solving ability to accurately diagnose key moderately complex issues; demonstrated expertise to understand and utilize data to accurately diagnose key issues
Demonstrated expertise in working closely with many different internal clients to successfully manage objectives and results; sees the benefits and values collaboration
Demonstrated ability to understand the impact of decisions and the ability to strive to improve team performance
Demonstrated ability to implement strategies and plans; demonstrated experience and/or knowledge of project management fundamentals
Investment management, financial services, business knowledge and experience
Good understanding of investment content
High energy and productivity level; assertive, self-motivated, can work independently and take initiative. Participates in strategic solutions and innovative thinking. Identifies what needs to be done and takes action before being asked or required; presents/implements new ideas or potential solutions without prompting
Excellent organizational skills and the ability to prioritize assignments, based on a broad understanding of the business requirements, to meet project deliverables; Establishes course of action for self and others to ensure that the work is done efficiently; takes the initiative to work necessary overtime as required
Demonstrated team player with ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements; Proactively helps other team members to be productive/successful; Participates in or facilitates the open exchange of ideas among the team and participates and/or leads work teams

Credit Analyst & Portfolio Manager Resume Examples & Samples

Master degree in Banking and/or Finance or related field
3-5 years of experience in banking industry, especially credit analyst or relationship manager or portfolio management
Sound credit knowledge and analytical skills
Ability to identify risk and raise issue with initiative mitigation
Strong communication skills and able to demonstrate sufficient credit logical view with thought process sequent
Excellent interpersonal, positive attitude towards work and result oriented
Good command of both spoken and written English
Computer literacy

Analyst, Portfolio Management Resume Examples & Samples

Manage cash forecasts for multiple portfolios
Propose and develop improvements to existing business processes
Perform analysis and coordinate responses for Corporate Action events
Research individual securities to determine suitability for investment
Oversee database updates for daily trades, data changes, and company eligibility
Facilitate the daily foreign exchange trading process
Substantive communication with Portfolio Managers, Traders, DFA foreign offices, and custodian banks
Perform portfolio reconciliation
Conduct portfolio reporting, including returns, market value calculations, and characteristics
Participate substantively in special projects including portfolio characteristics analysis, index rebalance analysis, and ad hoc data requests
Bachelor’s degree with minimum 3.0 GPA required
One to two years of Financial Services Industry experience required
Must be detail oriented, organized, highly motivated and able to work independently and in a team environment
Ability to absorb and apply information from formal and informal learning experiences
Strong communications skills (verbal and written)
Interest in financial markets
Knowledge of databases (MS Access, SQL) preferred

Senior Analyst, Portfolio Profitability Resume Examples & Samples

Create and disseminate product/portfolio level KPI reports to Product Strategy and Management team
Work closely with Finance and cross-functional teams to align analyses and pro-formas to corporate standards
Develops a strong alliance with Sales Operations to ensure price books are up-to-date
Assist in analyzing impact of business cases developed by product and portfolio leads
Bachelor’s degree in business related or analytical discipline preferred
This position requires the ability to communicate effectively to groups both verbally and nonverbally and the ability to retain information and instructions, including the ability to apply the information and instructions to new tasks that may be assigned

Credit Analyst / Portfolio Manager Resume Examples & Samples

A Bachelor's degree or equivalent; MBA preferred
FINRA Licenses: Series 79 and 63 helpful
A minimum of 7+ years credit related work-experience
Relevant industry experience is a decisive asset
A solid credit and analytical background with work experience as a Corporate Finance professional
Strong financial modeling skills a must

Credit Analyst / Portfolio Manager Resume Examples & Samples

Bachelor’s degree, or its equivalent
Minimum 3-4 years' relevant experience
Functional background or relevant coursework in finance and accounting
Highly motivated with strong academic background
Flexibility, ability to learn quickly
Ability to speak, read and write in English
Minimum of 4 years' experience with Microsoft Office applications (Word, Excel, PowerPoint)

Analyst, Portfolio Management Resume Examples & Samples

Coordinate with Portfolio Managers and Analysts in Dimensional’s global offices on topics such as corporate actions, cash balances, and portfolio holdings
Directly support the daily foreign exchange trading process across global portfolios
Research eligibility of individual securities to determine suitability for investment
Assist with portfolio reporting including returns, market value calculations, and characteristics as well as the preparation of materials for client meetings
Special projects including portfolio analysis, index analysis, and ad hoc data requests
Bachelor's degree in engineering, mathematics, science, finance or another technical discipline is essential; additional studies will be advantageous
One to two years of Financial Services Industry experience a plus
Prior exposure to programming and/or databases (MS Access, SQL, VBA) preferred

Analyst, Portfolio Analysis Group Resume Examples & Samples

Dynamically monitor and assess portfolio positioning with respect to interest rate, currency and credit risk exposures and thresholds, providing construction and alignment insight where possible
Integrate specific client guidelines, objectives and risk tolerances into the firms investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance
Provide leadership, talent development and execution against the organizations strategic goal set. Maintain the Portfolio Analysis Groups position as a world class provider of Investment Analytics
Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
Deliver and effectively communicate monthly and quarterly performance attribution analysis
Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios
Support Quantitative Modeling / Optimization of developing trade and portfolio construction ideas produced within the Investment Strategy Function
Compare and contrast various benchmarks and their risk and positioning profiles, assess appropriate benchmarking for given mandates or clients
Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modeling methodologies and risk management tools
Construction of model portfolios based on client or prospect guidelines as well as modeling of impact of cash flows to existing portfolios
3-5 + years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics
Bachelors degree with concentration(s) in Mathematics, Finance, Economics, or Engineering
MBA, CFA, other applicable masters level work such as Statistics or Quantitative Finance or equivalent experience
Demonstrated leadership skills or high potential in this area
Strong demonstrated quantitative skills (project experience involving data analysis a plus)
Extensive experience with MS Excel and other technical data analysis / modeling tools
Demonstrated skills as a team player, excellent verbal and written communications skills
Ability to thrive in a fast paced environment while working on multiple tasks both independently and within a team construct

Analyst, Portfolio Management Resume Examples & Samples

Update and manage cash forecasts for multiple portfolios
Perform company analysis and classification
Communicate with Portfolio Managers, Traders and Analysts in the Sydney office and the firm’s offices around the world
Communicate with custodian banks and other agents
Assist with portfolio reporting, including returns, market value calculations, and characteristics
Undertake one-off projects including portfolio characteristics analysis, index rebalance analysis, and ad hoc data requests
Collate and report company and market relevant information

Analyst, Portfolio Engineering Resume Examples & Samples

Work closely with researchers, portfolio managers, and technology partners to develop, deploy, and support production investment models and processes
Enhance the quality and robustness of our investment processes by implementing QA and testing frameworks
Assist in the day-to-day activities of managing portfolios and the monitoring of Quantitative Equity’s investment models and processes
Prototype and develop research and PM tools, analytics, and flexible reporting to meet our expanding strategies and investment universe
Contribute to the research process with a particular focus on non-financial data, natural language processing and machine learning tools
Stay on top of current market conditions, academic research, and relevant technological innovations

Analyst Portfolio Management Resume Examples & Samples

Contributing to the implementation of the Portfolio Management operating model and structure for Functionalised PM Hub that delivers consistently excellent service and efficient cost to serve which will act as a Centre of Excellence for CPB
Testing the financial covenants of the customers by closely monitoring customer’s compliance, ensuring financial covenant information is appropriately documented in the facility agreement, monitoring and obtaining compliance certificates
Providing insight and trend data to help shape the new business agenda and contributing towards the creation of a diverse but cohesive culture within Portfolio Management teams, including using experience and knowledge to assist others
Managing a simple portfolio of customers, addressing issues, preparing annual reviews, reviewing account behaviour and monitoring EWIs and undertaking credit apps, including credit reviews, as required
Assuming ownership of the offshore Portfolio management process for a simple portfolio of CPB customers, acting as a contact point for stakeholders to ensure information is shared, timescales are adhered to and escalations are managed effectively
Working knowledge of relevant bank systems , processes and products

Lead Analyst Portfolio Management Resume Examples & Samples

Ability to operate within large and diverse professional teams
Understanding of the basics of accounting and banking principles
Ability to work with limited supervision on routine portfolio management activity and to work to client deadlines and expectations
Exceptional skills in articulating ideas and complex information in a clear and structured manner

Senior Analyst Portfolio Management Resume Examples & Samples

Contributing to the implementation of the Portfolio Management operating model and structure for Functionalized PM Hub that delivers consistently excellent service and at an efficient cost to serve which will act as a Centre of Excellence for CPB
Being determined to Lead principles to ensure that efficiency and effectiveness are maximized
Experience of relevant legal policies, regulatory and statutory obligations and risk management

Analyst Portfolio Management Resume Examples & Samples

Contributing to the implementation of the Portfolio Management operating model and structure for the Functionalised PM Hub that delivers consistently excellent service and at an efficient cost to serve which will act as a Center of Excellence for CPB
Ensuring customer satisfaction through timely work delivery and quality
Working knowledge of relevant bank systems, processes and products

Credit Analyst & Portfolio Manager Resume Examples & Samples

Perform financial and credit analysis on Wealth Management clients, including credit underwriting
Complete loan approval package to include credit memorandum and other appropriate information
Generate loan documents and assist with loan closings as needed
Book loans with loan operations, and ensure all items are included, and monitor exception tracking
Monitor loan portfolio, including maturing loans, past dues
Monitor collateral value and control/ manage LOC availability, including investment secured lending
Work with Wealth Management team to support other client support needs – as needed
Proactively work with teammates to uncover opportunities and develop strategies to address client needs. Participates in customer and prospect calls as necessary
Manage deal flow to ensure superior client experience

Senior Analyst, Portfolio Analytics Resume Examples & Samples

Leverage syndicated data, advanced analytics (regression models and forecasting tools), and primary data (surveys, discrete choice) to monitor and deliver insights on business issues
Work on projects with research vendors across both secondary and custom suppliers to help deliver on-time highly insightful analysis, synthesized across data sources
Assist with developing forecasting tools and capabilities across multiple levels of product/geography/channel to enable granular portfolio strategy recommendations
Candidate will be required to work efficiently and effectively - building on the feedback from manager and cross functional partners
Willingness to work in a fast paced environment, matrix org, adapt to changes and effectively work and collaborate on cross-functional teams
Minimum 3 years' experience in client facing role in a top tier manufacturer and/or market research company
Bachelor's Degree required (Masters or MBA preferred)
Advanced Excel and Powerpoint skills required
Strong problem-solving skills (e.g., analytical, quantitative and conceptual thinking) required
Good working knowledge of database mining and analytical techniques required
Must have experience with syndicated analytics and/or custom analytics
Knowledge of Tableau, Thinkcell, Social Listening analysis a plus
Must be willing and able to travel 10% of the time

Senior Analyst, Portfolio Margin Resume Examples & Samples

Organize workflow, set priorities, monitor activity, and ensure completion of daily functions through sign off logs
Review and monitor productivity results to ensure all work is completed accurately and by the designated deadlines on an ongoing basis
Assist the manager to engage associates through Mentoring, skills development & setting expectations on personal growth
Provide review for large disbursements, transfers, and complex margin issues on portfolio margin accounts
Assist with documenting, maintaining and updating Desk procedures on all Margin related processes to ensure accuracy for training and auditing purposes
Identify defects and perform systems testing when systems managers provide a resolution to ensure the defects are correctly resolved
Proactively establishing relationships with business partners and seeking out ways to improve processes and communication throughout the organization

Product Analyst, Portfolio Valuations Resume Examples & Samples

Working on the quantitative, analytical and technological development of exotic interest rate and inflation derivative valuation capabilities
Providing on-going communication to clients on any issues relating to exotic interest rate and inflation derivative valuations including the co-ordination of complex client trials and addressing non-standard queries and price challenges
Enhancing existing pricing models or specifying / building / testing / calibrating pricing models to support new products within these asset classes
Ensuring the quality and reliability of market data inputs and calibrations for the pricing of the derivative instrument types within these asset classes
Working closely with other product groups and the global sales team in order to participate in driving the business and identifying product opportunities
Undergraduate or Master’s degree in a financial or quantitative discipline is essential
Proven track record in pricing interest rate or inflation derivatives with calibration to the traded markets is essential
Direct client-facing experience desirable
Strong analytical, quantitative and problem solving skills are essential
Proficiency in Excel and VBA essential, proficiency in XML and SQL desirable
Prior industry experience at reputable financial institutions or financial services firm is desirable
Practical understanding of the basics of mathematical finance and derivatives pricing

Risk Analyst Portfolio Models Resume Examples & Samples

In this role, you will contribute to the independent validation of portfolio models, including the Alpha factor for the purpose of capturing wrong-way risk in derivatives transactions
Your tasks will include collecting key data, performing extensive analyses and discussing your findings with other units in support of effective risk management
In addition, the position will involve activities and measures aimed at enhancing existing validation concepts as part of the continuous improvement process
You will also be expected to conduct impact studies and draw up well-conceived, intelligible reports and presentations for various committees
Embracing our culture of excellence, you will review and assess analyses performed by the development team in order to address any existing validation-related issues
Last but not least, your responsibilities will include presenting the team’s validation results to regulators and external auditors

Analyst, Portfolio Onboarding Resume Examples & Samples

Determine money manager and derivatives contract requirements for each event utilizing team members’ expertise
Negotiate with internal and external legal counsel on the documentation for implementing derivative-related counterparty contracts (e.g. ISDAs, futures agreements, Collateral Control Agreements, Listed Options, etc.) for all money managers, separate accounts, sleeves or other products in the funds or owned by the Investment Division
Work with Russell Investments’ portfolio managers and external money managers to draft appropriate content for investment guidelines
Collaborate with senior members of the team to evaluate issues relating to money managers, clients, trading counterparties, and work with functional business representatives to facilitate resolution and/or review of legal issues with appropriate attorneys
Gain exposure to the end-to-end process for manager changes from governance approval through to signed contract receipt to ensure completion of all implementation steps
Demonstrated high level analytical and problem-solving ability to accurately diagnose key moderately complex issues; demonstrated expertise to understand and utilize data to accurately diagnose key issues

Analyst, Portfolio Management Resume Examples & Samples

Propose and develop process improvements to existing business processes
Research individual fixed income securities to determine suitability for investment
Bachelor’s degree in Engineering, Computer Science, or a related field with minimum 3.0 GPA is required
Technical experience with MS Access, SQL, VBA, and/or Python
Must be authorized to work in the US without sponsorship at any time

Analyst, Portfolio Investments Resume Examples & Samples

Collects fundamental research on related companies as requested by Financial Advisors
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios
Assists in preparation of written industry and company specific reports
Assists in development of financial models for revenue and income forecasts
Assists with research and analytics used in Investment Strategy white papers for Financial Advisors
Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects
May participate in client meetings to identify client goals and tolerances
Assists with developing individualized client investment strategy for Financial Advisor
Responds to inquiries from Financial Advisors to research and resolve issues
Prepares customized written industry and company specific reports upon request to Financial Advisor
Assists in development of financial models to forecast team revenue and income
Assists with preparation of scheduled and ad hoc performance reports
Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients
Completes ad hoc projects and reports as assigned
Software necessary for portfolio analysis
Investment concepts, practices and procedures used in the industry
Effectively managing client relationships
Strategic planning as part of client retention focus
Gathering and compiling information and data
Complete job duties independently, with little supervision
Participate in professional organizations and activities
Maintain currency in industry services and products
Bachelor’s Degree (B.A.) in related field; Minimum two (2) years’ experience in financial services environment with an emphasis on conducting market research and analysis