Project Portfolio Manager Resume
Objective : As a Project Portfolio Manager, worked directly with the Group Portfolio Management Office and supported STG group projects, guiding project managers, and creating executive-level material on portfolio performance.
Skills : Comprehensive knowledge of topics related to financial planning.
Description :
- Developed and maintained detailed project schedule, budget, and monitoring expenditures.
- Developed and maintained all required project management materials and followed guidelines.
- Managed scope, resources, timelines, costs/budget, quality, communication, and procurements to meet the goals of the project.
- Ensured that project plans and schedules are established and maintained, ensuring that deliverables are completed timely and accurately.
- Established project governance, conducting formal presentations, coordinating with all project stakeholders, and ensuring that appropriate project controls are instituted.
- Worked with personnel within various teams that are responsible for the systems to develop necessary project management, change management, risk management, rollout, and training plans.
- Worked with cross-functional business teams to develop stakeholder communication plans to train and/or reach program participants.
Experience
0-2 Years
Level
Entry Level
Education
Master’s degree in Business
Project Portfolio Manager Resume
Summary : As a Project Portfolio Manager, responsible for working with senior-level business executives, IT personnel, business program resources, and vendor staff to execute project requirements and manage stakeholder expectations.
Skills : Knowledge of credit underwriting procedures.
Description :
- Worked with manufacturing and engineering to design or improve equipment and tooling.
- Assisted with equipment optimization projects.
- Assisted with manufacturing line installation.
- Performed failure analysis on products/parts/processes.
- Worked with manufacturing and provided advanced troubleshooting.
- Created work instructions and standard operating procedures.
- Worked with quality personnel to identify root causes and corrective actions.
Experience
10+ Years
Level
Senior
Education
Master’s degree in Finance
Project Portfolio Manager Resume
Summary : As a Project Portfolio Manager, responsible for communicating schedule updates and progress on design tasks to the Engineering Managers and the Project Manager.
Skills : Portfolio construction and adjustment, Familiarity with financial modeling.
Description :
- Prepared and maintained schedules and resource forecasting
- Coordinated, facilitated, and drove project scoping, planning, execution, and close-out.
- Coordinated the clarification of design and specification requirements and arranged for necessary changes.
- Coordinated and participated in the preparation of specifications, bid packages, evaluation of tenders, and purchasing recommendations.
- Arranged and led meetings to coordinate the requirements of internal and external customers.
- Reviewed labor estimates, schedules, execution plans, inspection and test plans, and project oversight plans.
- Gathered input from stakeholder departments and agencies to ensure project requirements were captured and detailed in the project documents.
Experience
7-10 Years
Level
Management
Education
Master’s degree in Finance
Project Portfolio Manager Resume
Objective : As a Project Portfolio Manager reviewed and maintained awareness of all corporate and local procedures pertinent to engineering, quality assurance, and project management. Maintained process compliance during project execution and advised supervisor if compliance could not be achieved.
Skills : Robust knowledge of wastewater treatment systems and equipment.
Description :
- Established a strategic portfolio plan.
- Coordinated the planning and initiation of portfolios at various levels of completion.
- Monitored progress, budgets and schedules of the portfolio.
- Communicated with portfolio and project stakeholders.
- Supervised the work of project managers.
- Developed criteria for evaluation portfolio and proposals.
- Created rules and procedures for making portfolio decisions.
Experience
2-5 Years
Level
Executive
Education
Master’s degree in Investment
Project Portfolio Manager Resume
Objective : As a Project Portfolio Manager, evaluated the performance of investment portfolios and ensured compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
Skills : Knowledge and understanding of codes, standards, and design guidelines applicable to wastewater treatment facilities.
Description :
- Determined various project mixes that can meet the target business objective of the organization.
- Made sure that the following project groups are in balance with the following crucial factors such as short-term against long-term or risk against reward.
- Constant tracking of projects and their progress as well as their implementation.
- Assessed opportunities against the portfolio.
- Analyzed, evaluated, and compared the organization’s capacity in terms of implementation.
- Aided in the decision-making of the people in charge at different levels of management.
- Managed the implementation of new output resources within budget and schedule.
Experience
0-2 Years
Level
Junior
Education
Master’s degree in Business
Project Portfolio Manager Resume
Objective : As a Project Portfolio Manager, maintained new and existing client relationships, including informing clients of market conditions, updated them on investment research and economic trends, and met with them to discuss their portfolio performance and investment objectives.
Skills : Knowledge of portfolio management methodologies.
Description :
- Provided client consultation to develop investment objectives.
- Provided advice and guidance for investment opportunities to customers.
- Created reports on investment performance and activity.
- Communicated with clients about their accounts, market conditions, and economic trends.
- Managed equity and bond portfolios to maximize investment returns.
- Commensurated acceptable levels of risk based on client instructions.
- Generated an investment policy statement, outlining our clients’ investment objectives.
Experience
0-2 Years
Level
Fresher
Education
Master’s degree in Finance
Project Portfolio Manager Resume
Objective : As a Project Portfolio Manager, consulted and advised clients to develop investment objectives aimed at increasing investment performance, created reports on investment activity and performance, and communicated effectively with clients regarding investment accounts, market conditions, and economic trends.
Skills : Ability to manage portfolio activities to meet goals.
Description :
- Implemented an investment strategy for a fund’s assets.
- Managed day-to-day asset trading on behalf of the fund’s investors.
- Prepared reports for fund investors and individual clients.
- Provided financial planning and investment advisory services.
- Researched and presented investment strategies.
- Implemented risk management and tax planning strategies.
- Managed client relationships.
Experience
0-2 Years
Level
Freelancer
Education
Diploma
Project Portfolio Manager Resume
Summary : As a Project Portfolio Manager, studied and analyzed the daily state of the stock market, determined the best investment strategies and opportunities, managed client retirement and investment funds, and addressed the questions and concerns of investment clients.
Skills : Ability to read and understand engineering reports, specifications, and drawings.
Description :
- Identified and cultivated new clients.
- Developed and grew a book of business.
- Opened, transferred, and managed client accounts.
- Prepared financial policy and procedure documentation.
- Identified financial process improvement.
- Conducted research on investment opportunities to define risk-and-return profiles.
- Assembled financial models to value debt and equity and implement them in investment and financial planning decisions.
Experience
7-10 Years
Level
Consultant
Education
Business Administration
Project Portfolio Manager Resume
Summary : As a Project Portfolio Manager developed and monitored a wide range of reports and analyses of the portfolios including investment performance trends and comparisons to client guidelines, indices, sector weightings, and attribution analysis.
Skills : Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
Description :
- Oversaw the management of investment portfolios, including monitoring performance, identifying risks, and developing investment strategies.
- Conducted in-depth research and analysis on potential investment opportunities, including financial statements, economic data, and market trends.
- Managed and executed trades for portfolios, including buying and selling securities and other financial instruments.
- Developed and maintained relationships with clients and stakeholders, providing regular updates on portfolio performance and investment strategies.
- Monitored and reported on market trends, economic indicators, and regulatory changes that may affect investment strategies.
- Analyzed and evaluated potential risks associated with investment decisions, developing and implementing risk management strategies.
- Collaborated with other investment professionals, including research analysts, traders, and portfolio managers, to ensure optimal portfolio performance.
Experience
7-10 Years
Level
Management
Education
Master’s degree in Finance
Project Portfolio Manager Resume
Objective : As a Project Portfolio Manager, worked with product managers, innovation experts, and teams in the field to identify customer needs and pain points and build an understanding of market, competitive, and technology trends.
Skills : Risk assessment and mitigation, Collaboration, and negotiation.
Description :
- Conducted evaluations with customers, analyzed needs, managed priorities, conducted conceptual evaluations, reviewed project demands, and managed work-planning and resourcing.
- Prepared and presented project requests for regularly scheduled meetings with the CIO and Senior Leadership.
- Facilitated the continuous review of the Portfolio to ensure allocations and priorities were in alignment with the business imperative and goals.
- Created and monitored key performance indicators.
- Assessed and reported on the status, issues, and risks of items in the portfolio.
- Managed and reported on resource allocation, including the capacity to accept more work.
- Maximized the entire leverage and support given to the fund credit.
Experience
0-2 Years
Level
Freelancer
Education
Master’s degree in Business
