Source How to Make a Portfolio Resume. Keywords: investment analyst, CV example, job description, financial company, equity… Portfolio Manager. Project Managers - PMP (Project Management Professional) certification; Business Analysts - CBAP (Certified Business Analysis Professional) certification; HR Technologists- GPHR (Global HR Professional) certification, Developing and maintaining in conjunction with the Global team where relevant all elements of the brand equity: positioning, brand architecture and pack design, Developing communication strategy, creative campaign and full integrated communications plan for the brand, Supporting the base business through summarizing and sharing the knowledge on all elements of the brand bundle, Working with the marketers across all countries to guide and support execution of the brand building programs, Liaising with agency partners in developing strategies and IMC programs for the assigned brand for Europe and determine agency SOW and year-end agency ratings based on input from all relevant regions/countries, Leading the Packaging Design Initiatives for Europe by determining the need of re-designing the packaging, creating a brief for Packaging Design Agency and approving the packaging change, Several years of professional experience in brand marketing combined with equity building expertise, Proven track record in strategy development and implementation, Strong drive for results and intellectual horsepower, Strong interpersonal and communication skills as well as creativity, Minimum of 5 years’ experience in managing and/or researching China/HK equity portfolios, Chinese (Cantonese and/or Mandarin) language skill is highly desired, Outstanding quantitative and qualitative analytical skills, Proven track record in developing client relationships, Are competent in the professional knowledge and practice for which they are certified, Have a foundation of skills, knowledge and attitudes necessary to help students with diverse needs, abilities, cultural experiences, and learning styles meet or exceed the state learning goals; and, Are committed to research-based practice and career-long professional development, Serve as primary contact and guidance for preparation programs seeking to initiate or expand program offerings with the goal of ensuring a system of adequate, affordable, statewide access to preparation programs producing educators with credentials that match district need, Advising senior members of IED in relation to managing risk, Providing risk guidance and approval for all IED related New Product Approvals and initiatives, Providing risk oversight for all key risk indicators for IED, Design and implementation of control solutions, which includes enabling business development in a risk-controlled manner, Providing risk oversight for all regulatory and market infrastructure changes that impact IED, IED related regulatory enquiries, compliance test checks and internal audits, Oversight of business booked-remotely onto UK Group entities, Co-ordinating risk deep dives to identify risk issues and design/implement enhancements as required, University degree in Economics (Bachelor/Master) + diploma in investment such as CFA / CIIA, At least 7, preferably 10 years of demonstrably successful experience in managing equity portfolios, either globally or in a western DM region (strong knowledge of the European equity market would be a plus), Ability to deep-dive into individual company analysis, ideally combined to broad beta allocation capability (regions, sectors), An expertise in portfolio construction / risk allocation, The ability to work within research-intensive, narrow universe of stocks and funds, A passion for investment, with a fundamental and judgmental approach, An absolute team player, with strong interpersonal skills, able to interact in a productive and respectful manner with individuals at all levels internally and with clients, French (a must) as well as fluent in English, Implementing investment decisions for separately managed accounts and funds, Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines, Addressing client requests and managing events throughout the client’s lifecycle, such as cash flows, transitions, and account openings and closings, Liaising with other departments internally, including Portfolio Management, Research, Legal and Compliance, Sales and Marketing, Trading, and Operations, Project based initiatives related to process improvement and implementing new strategies, An interest in the financial markets and equity portfolio management, Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios, The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment, Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization, An ability to think holistically, understand end-to-end processes, and reconsider the status quo, A proactive and inquisitive approach toward new challenges and problem-solving, Uses portfolio optimization tools to create and rebalance portfolios based on index and model changes as well as in response to tax management opportunities, Communicates trade objectives to dedicated trading desk for execution, Collaborates with team members to create rebalancing strategies, Develops client transition analysis and asset shopping requests, Reports on pre- and after-tax performance of portfolios under management and investigates significant deviations, Ensures that portfolios are maintained within firm guidelines and applicable government or industry regulations, Responds to client and internal partner inquiries related to current and potential new client portfolios, Engage in client servicing and sales/marketing activities, including prospect meetings and industry conferences, Researches and reports on new products and services within the industry, Stays abreast of new developments concerning regulatory issues that may affect the portfolios under management, Assists with special projects to improve technology, processes and efficiencies, Knowledge of tax implications of investment decisions, Knowledge of securities markets acquired through work experience and formal education, Analytic, organizational and communication skills are required to successfully manage a diverse load of client portfolios, Team orientation and ability to engage with external groups (e.g. This information usually isn’t enough to directly identify you, but it allows us to deliver a page tailored to your particular needs and preferences. View CFA, Vice President and Senior Portfolio Manager - RiteSite Executive Jobs - Resumes - $150,000 to $300,000 Experienced investment professional with proven ability to manage equity and fixed income portfolios, assess and manage portfolio risk exposures, and develop investment strategies and policy guidelines for the largest, most sensitive client relationships. Executive Add the Certified Private Equity Professional(CPEP) Designation to your resume, assuring employers that you are dedicated to working in the industry, passionate about learning more about the industry and able to work more efficiently after being promoted or hired. Want an example? Pursuit of the applicable credential must first be approved. PORTFOLIO MANAGER – January 2010 – present Employers name – Coventry Responsible for managing the bond and equity portfolios of clients, with a view to maximize their investment returns. Scandinavia Portfolio Resume. A sample resume of a Private Equity Associate will include such responsibilities as being involved in all phases of the investment process, and building financial and reporting tools designed to improve the inventory and cash management for portfolio companies. Page 1 of 559 jobs. New Portfolio Manager jobs added daily. Johnson Investment Counsel, Houston, TX This includes quality improvements to the self-identification survey by working with IT, HR Delivery, Onboarding and other groups and programs as well as implementing and evaluating a communications and change management strategy to engage and improve overall efficacy of the workforce collection methodologies, Update the Employment Systems Review report annually by conducting focus groups and developing employee feedback mechanisms to identify and describe potential barriers with respect to recruitment, selection and hiring, training and development, promotion, retention, and accommodation of individuals within designated employment equity groups (Women, Visible Minorities, Persons with Disabilities and Aboriginal Peoples), Work with the Inclusion and Diversity team to update the Inclusion & Diversity strategy and 3-year plans to include specific goals for representation of individuals within designated employment equity groups and plans to develop, implement and evaluate inclusive strategies aimed at talent retention, Provide support to the Aboriginal People’s, Persons with Disabilities and Women in Leadership diversity teams to develop strategies, implement educational and awareness raising events, and evaluate team plans, Work in collaboration with the Manager of Inclusion and Diversity on overall strategy, budget and identified goals, Build relationships with internal and external stakeholders to raise the profile and scope of Rogers’ Inclusion and Diversity initiatives, Establish ongoing consultation processes and forums with employee representatives, including unions, to ensure the plans are operational and up-to-date, University degree (Business/Human Resources preferred), Experience in an Employment Equity consulting or analytical role is preferred, Experience in the Employment Equity area of HR is preferred, Ability to work independently in a fast-paced environment, balancing multiple activities and deadlines effectively, Strong verbal and written communication skills, ability to support and lead team initiatives, Relationship building skills and stakeholder management, Attention to detail and accuracy while meeting deadlines, Proven project management skills/event planning, Expert abilities in MS Office, including Word, PowerPoint and Excel, Developing long term brand strategies that showcase an understanding of brand, competitive and market conditions, Writing relevant and engaging communication briefs for TV, Digital and In Store Activations that address key business challenges while also exciting creatives, Partnering with advertising, shopper and digital agencies to guide and influence creative from briefing through to best-in-class in market executions, Creating media strategies across a complex multi-segment brand to achieve both segment and parent brand goals, Measuring and testing media to forge the right multi-channel media plan for a high investment brand, Advising senior members of Equity Trading in relation to managing risk, Providing risk guidance and approval for all Equity Trading related New Product Approvals, Providing risk oversight for all key risk indicators for Equity Trading, Providing risk oversight for all regulatory and market infrastructure changes that impact Equity Trading, Review and approval of new Equity Trading initiatives, Equity Trading related regulatory enquiries, compliance test checks and internal audits, Oversight of business booked remotely onto UK Group entities, Co-ordination of Best Execution governance and controls, Oversight of Volcker controls, metrics and ownership of EMEA Desk Profiles, Oversight of trading risk pertaining to EMEA offices, Ownership of BCP management for IED Sales & Trading, Own and manage the program governance for the ESST Technology organization, Work with stakeholders to ensure program scope definition meets business objectives, Work with Program Sponsors to ensure business case/cost benefit analysis is in line with business objectives, Drive adherence to program processes, procedures, methods, and standards for program delivery and leverage across the program, Manage cross stream and Front to Back (FtB) dependencies, Manage team of program managers, allocating them appropriately, provide coaching and guidance, and ensuring compliance to firm processes and policies, Can demonstrate a consistent track record having worked as a Program or Project Manager, Lead, PMO or department head, managing teams and large, strategic cross-functional projects, Minimum of 10 years project management experience, Financial Services is a MUST, a combination of Equity, Prime, Futures, Custody, Funds, Issuer knowledge preferable, Must be detailed oriented and be able to dive into the details, Assist with internal risk management procedures including engagement letters and inter-firm agreement process, Coordinate and conduct periodic client meetings, Develop and deliver approved presentations within KPMG and to select outside organizations, Assist with development and teaching of equity-based compensation courses for IES professionals, Seven years of expatriate tax and incentive compliance experience, CPA or JD/LLM, Enrolled Agent, CPP or PHR, SPHR, or GMS, SGMS or Worldwide ERC (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations needs to secure one within one year from the commencement of employment) For any professionals who do not carry one of the credentials above, one of the following credentials may be acceptable, depending on the type of work performed by the professional. 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