portfolio management manager resume example with 12+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Performance-driven senior-level director / manager with 23 years of experience aligning products, systems, programs and bodies of work with critical business transformational objectives and regulatory requirements. Passionate about applying excellent organization, program governance and process improvement to meet or exceed all delivery objectives. Results-oriented individual, passionate about building high-performance teams, utilizing motivational and communication skills to manage and lead teams to deliver consistently with excellence. Exceptional at interfacing and collaborating with C-suite executives on improving business and operational processes and driving desired business outcomes.

  • Cost Calculation
  • Financial Presentations
  • Cost Management
  • Employee Performance Evaluations
  • Financial and Operational Reporting
  • Vendor Sourcing
  • Project Management
  • Planning and Prioritization
  • Change Management
  • Strategic Direction
  • Agile Project Management
  • Verbal and Written Communication
  • Budget Preparation
  • P&L Management
  • Program Development and Management
  • Scheduling and Coordinating
Work History
03/2019 to Current
Portfolio Management Manager Medstar Health Towson, MD,
  • Developed governance strategies to minimize risk exposures.
  • Adjusted portfolio exposures to compensate for market conditions.
  • Facilitated portfolio performance review and implemented new strategies.
  • Developed and presented proposals for new investments.
  • Complied with established internal controls and policies.
  • Assessed exposure, compared valuations and evaluated threats to strategies.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Recruited, interviewed, hired and trained 100+ employees and implemented mentoring program to promote positive feedback and engagement.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
  • Developed metrics for strategic objectives, supporting key desired business outcomes.
  • Prepared variety of executive written communications, reports and presentations
08/2017 to 01/2019
Program Director Bank Of America City, STATE,
  • Provided senior-level direction and leadership for program operations.
  • Conducted program staff meetings to discuss new ideas and update participants on program details and milestones.
  • Collaborated with various teams to uncover risks and issues, identify applicable solutions and offer guidance.
  • Maintained and updated program related documents.
  • Conducted regular program briefings for executive level corporate management.
  • Monitored specific programs' adherence to established schedules and operating budgets.
  • Anticipated, identified and resolved program issues through solicitation of timely feedback and use of conflict resolution techniques.
  • Mentored Project and Program Managers in achievement of program development and delivery objectives.
  • Managed budget of $237M and 230+ allocated resources across a multi-year program.
  • Motivated top-tier subcontractors and materials suppliers to meet aggressive delivery deadlines.
  • Led client relationship management, contract development and execution.
  • Strategically designed, executed and communicated program and project management performance to senior level executives.
  • Developed strategic transformational program from ground up, laying out framework and defining roles
04/2016 to 07/2017
Strategic Business Consultant - IAM SunTrust City, STATE,
  • Developed complete business plans and operational strategies for new and existing business.
  • Led corrective action plans, procedure development, staff performance reviews and training programs.
  • Devised strategies to improve organization efficiency and optimize delivery for the key business objectives.
  • Streamlined operations by delivering recommendations for knowledge-base processes and procedures.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
  • Investigated Enterprise Identity & Access Management tools and processes to devise strategic initiatives designed to enhance operational structures, policies and management systems.
  • Established the program scope and governance model through developing solutions and monitoring implementation.
  • Offered expertise on business development and technical delivery plans to enhance implementation and ensure successful oversight.
  • Collaborated with senior executives to align with critical business objectives.
09/2009 to 04/2016
Sr. VP, Program /Director of Strategic Project Management Office Bank Of America City, STATE,
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Developed measurement tools, dashboards and reports to track metrics on adoption and effectiveness of initiatives.
  • Planned strategically for development of transformation roadmap as executive.
  • Prepared, monitored and evaluated departmental budgets and kept operations compliant with allocated funding.
  • Presented and discussed strategy and initiative progress with senior business leaders.
  • Headed teams in managing implementation and training on strategic initiatives and organizational change.
  • Developed measurement tools, dashboards and reports to track metrics on adoption and effectiveness of initiatives
Expected in 12/1999
Bachelor of Science: Information Technology Project Management
George Washington University - Remote Campus,
  • PMP - Project Management Professional

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Resume Overview

School Attended

  • George Washington University

Job Titles Held:

  • Portfolio Management Manager
  • Program Director
  • Strategic Business Consultant - IAM
  • Sr. VP, Program /Director of Strategic Project Management Office


  • Bachelor of Science

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