Post job

Explore jobs

Find specific jobs

Explore careers

Explore professions

Best companies

Explore companies

OverviewJobsSalary

Skills

What They DoEducationDemographicsJob DescriptionHow To HireBest CompaniesBest StatesBest CitiesRemote JobsJob OutlookCompareWork From Home jobs
zippia ai icon

Automatically apply for jobs with Zippia

Upload your resume to get started.

Lead portfolio manager skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical lead portfolio manager skills. We ranked the top skills for lead portfolio managers based on the percentage of resumes they appeared on. For example, 21.4% of lead portfolio manager resumes contained project management as a skill. Continue reading to find out what skills a lead portfolio manager needs to be successful in the workplace.

15 lead portfolio manager skills for your resume and career

1. Project Management

Here's how lead portfolio managers use project management:
  • Initiated and monitored the successful migration of project management from Waterfall to Agile project management methodology.
  • Provide project management support through the development of project schedules, risk matrices, project plans and strategy definition.

2. Financial Models

Here's how lead portfolio managers use financial models:
  • Developed investment ideas through fundamental research, management meetings, financial models, valuation metrics, and assessment of market/investor sentiment.
  • Oversee the implementation of financial models for forecasting future loan performance and anticipated credit loss.

3. Customer Satisfaction

Here's how lead portfolio managers use customer satisfaction:
  • Maximized customer satisfaction through excellence in consulting, partnership and proper coaching of Project Managers.
  • Developed new electronic fund transfer and new central/local payment systems to help pay customers and increased the customer satisfaction.

4. ROI

Here's how lead portfolio managers use roi:
  • Conducted post-promotion analysis and managed financial reporting to ensure favorable ROI for clients.

5. Portfolio Management

Here's how lead portfolio managers use portfolio management:
  • Led efforts to create more consistent portfolio performance by standardizing portfolio management and trading desk operations.
  • Administered compliance and continuing education program for portfolio management group.

6. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how lead portfolio managers use business development:
  • Served as primary business development lead for government and federal programs attending conferences, marketing events, and other procurement events.
  • Established department processes and procedures, and trained business development managers on product development processes to increase sales.

Choose from 10+ customizable lead portfolio manager resume templates

Build a professional lead portfolio manager resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your lead portfolio manager resume.

7. Cloud

Cloud is a server that is accessed over the internet. There are different programs and software that also run on these servers. These clouds can be accessed from anywhere in the world as they are not present in your computer storage, but have their online servers. Cloud consists of data centers all across the world.

Here's how lead portfolio managers use cloud:
  • Configured pricing and pre/post sales requirements deemed critical to the successful launch of OpenScape Cloud Services offerings for North America.
  • Provide Professional Consulting Services for cloud computing, wireless networking, infrastructure and information architecture.

8. Client Facing

Here's how lead portfolio managers use client facing:
  • Perform daily client facing functions including quarterly performance conference calls, quarterly investment letter, continuous annual reviews
  • Identify opportunities for internal and client facing process improvement.

9. Governance

Governance is the means by which countries or organizations are overseen or controlled by their leaders. This may be through laws, regulations, policies and processes that guide behaviour in a way that upholds the principles defined by the leaders. Often, they come with consequences for breach and reward for implementation.

Here's how lead portfolio managers use governance:
  • Provided support and guidance in all areas related to Regulatory, Audit and Governance Functions.
  • Design and facilitate Governance frameworks and processes that enable technology and Product Development to deliver products in line with organizational goals.

10. Management Processes

Management process is the act of setting goals, planning, organizing, leading, or controlling the execution of a project.

Here's how lead portfolio managers use management processes:
  • Established and implemented program and project reporting metrics including the Demand Management processes.
  • Developed vendor management program delineating operational roles and responsibilities with business owners, core vendor management activities and quality management processes.

11. Strong Analytical

Here's how lead portfolio managers use strong analytical:
  • Utilized strong analytical and problem solving skills to remediate critical system vulnerabilities.

12. KPIs

Here's how lead portfolio managers use kpis:
  • Developed, updated, and implemented operations/business KPIs (Key Performance Indicators) to determine business presence/performance in the marketplace.
  • Pushed accountability to appropriate levels through transparent dashboards and KPIs accessible across the dispersed organization.

13. Leadership Role

Here's how lead portfolio managers use leadership role:
  • Served in a leadership role over eight other employees.

14. PMO

Project management office or, as is often abbreviated, PMO is a part often found in larger companies, agencies, and other organizations of varying sizes. This department's main focus is to create, alter, and help implement project management policies and regulations within their enterprise, through a number of methods and means, such as documents, guides, and personal assistance. A PMO is truly helpful in standardising and improving the way projects are handled, and thus should be good at minimising costs, errors, and incidents.

Here's how lead portfolio managers use pmo:
  • Benefit: Better prioritization and oversight of all programs and projects managed by the Enterprise PMO.
  • Documented and mapped out the Dell Commerce Services PMO processes and reporting.

15. Process Improvement

Here's how lead portfolio managers use process improvement:
  • Collaborated with project managers and Senior Leadership on process improvement, documentation revisions, and program management plans.
  • Received Six-Sigma Green Belt Certification for FDA Labeling Approval Process Improvement.
top-skills

What skills help Lead Portfolio Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

List of lead portfolio manager skills to add to your resume

Lead portfolio manager skills

The most important skills for a lead portfolio manager resume and required skills for a lead portfolio manager to have include:

  • Project Management
  • Financial Models
  • Customer Satisfaction
  • ROI
  • Portfolio Management
  • Business Development
  • Cloud
  • Client Facing
  • Governance
  • Management Processes
  • Strong Analytical
  • KPIs
  • Leadership Role
  • PMO
  • Process Improvement
  • Executive Leadership
  • Project Portfolio
  • Asset Management
  • Cash Flow Analysis
  • Application Development
  • Financial Statements
  • Financial Analysis
  • Credit Risk
  • Scrum
  • R
  • Strong Negotiation
  • Equities
  • BPM
  • Fixed Income
  • Portfolio Reviews
  • AUM
  • Institutional Clients
  • Multi-Asset

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse executive management jobs