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20 jobs that use Portfolio the most

What jobs use Portfolio the most?

1. Director Of Enterprise Strategy

How director of enterprise strategy uses Portfolio:

  • Lead virtual team; develop metrics to identify redundant applications (ERP, CRM) & life cycle growth metrics.
  • Design multiple environments and define SDLC and CII processes, migrate data centers to attain 10MM per year in cost savings.
  • Lead architecture and implementation of major ERP implementation and customization, involving mainframe migration.

Most common skills for director of enterprise strategy:

  • Portfolio
  • Project Management
  • Business Strategy
  • Cloud
  • Infrastructure
  • Business Development

2. Senior Key Accounts Manager

How senior key accounts manager uses Portfolio:

  • Manage a local sales portfolio and 2 staff members towards achieving and exceeding budget.
  • Manage a portfolio of accounts as well as dealt with all aspects of a campaign.
  • Manage and grow sales within Anheuser-Busch's highly visible casual dining, club and venue segments.

Most common skills for senior key accounts manager:

  • Portfolio
  • CRM
  • IRI
  • Revenue Growth
  • Customer Satisfaction
  • Technical Support

3. Principal Analyst

How principal analyst uses Portfolio:

  • Develop EVM analysis reports and access reports on a monthly basis for the use of the IPT leads.
  • Manage administration and supervise development of logistics policies and programs to ensure they meet the changing conditions in program requirements.
  • Mine CRM software and leverage professional network for high quality referrals.

Most common skills for principal analyst:

  • Portfolio
  • ERP
  • Project Management
  • Data Analysis
  • Process Improvement
  • Risk Assessments

4. Director Of Capital Giving

How director of capital giving uses Portfolio:

  • Publish monthly e-newsletter for alumni; manage alumni website content and maintain alumni Facebook presence.
  • Establish Facebook presence for alumni groups.
  • Craft solicitation letters and emails tailor for high-profile donors as well as broader community appeals.

Most common skills for director of capital giving:

  • Portfolio
  • Donor Relations
  • HR
  • Appeals
  • Donor Database
  • Alumni Relations

5. Funds Development Director

How funds development director uses Portfolio:

  • Support documentation activities for FDA audits & manage integration activities for acquisitions.
  • Resolve financial issues relate to charitable contributions, provide program budgets, process payroll, and oversight management of operating accounts.
  • Utilize social media such as Facebook.

Most common skills for funds development director:

  • Portfolio
  • Donor Relations
  • Financial Support
  • Real Estate
  • Appeals
  • Community Outreach

6. Commercial Specialist

How commercial specialist uses Portfolio:

  • Develop service proposals to gain new profitable accounts by utilizing CRM to manage and retain sales.
  • Manage customer negotiation processes and improve various existing work process flows.
  • Analyze and support development and execution of underwriting, automation and operational strategies to efficiently and effectively manage the portfolio.

Most common skills for commercial specialist:

  • Customer Service
  • Portfolio
  • Commercial Loans
  • Real Estate
  • Product Knowledge
  • Booking

7. Group Program Manager

How group program manager uses Portfolio:

  • Handle intake process, obtain insurance authorizations, supervise utilization and management of Medicaid behavioral health manage care services.
  • Serve as point of contact for finance manager/analysts, architecture, operations, PMO and product service owners.
  • Ensure database update regularly with investor data and other relevant information; enforce document management procedures for system housing documents.

Most common skills for group program manager:

  • Program Management
  • Project Management
  • Portfolio
  • Cloud
  • Azure
  • Direct Reports

8. Trader

How trader uses Portfolio:

  • Manage Smithtown branch office ensuring compliance with NASD regulations.
  • Manage and hedge generation within PJM, MISO, and ERCOT.
  • Manage options trading to ensure a positive ROI within a volatile market.

Most common skills for trader:

  • Portfolio
  • Financial Markets
  • Derivative
  • Fixed Income
  • Equities
  • Securities

9. Regional Property Manager

How regional property manager uses Portfolio:

  • Manage a portfolio of 11 walk-up and high-rise condominiums and cooperatives (275 units).
  • Manage all site communication channels including multiple internal sites such as SharePoint and other corporate community base resources for Arizona.
  • Maximize the operating efficiency and financial performance of the portfolio by developing strategic plans for enhance performance.

Most common skills for regional property manager:

  • Property Management
  • Portfolio
  • Customer Service
  • Real Estate
  • Yardi
  • Financial Performance

10. Mutual Fund Manager

How mutual fund manager uses Portfolio:

  • Manage the student-run investment fund with over $720K AUM.
  • Manage investment research and support for 8 FX desk traders.
  • Manage AUM 2MM seeder fund using conservative proprietary arbitrage trading strategies on stocks and options.

Most common skills for mutual fund manager:

  • Financial Reports
  • Portfolio
  • Payroll
  • Oversight
  • Financial Analysis
  • GAAP

11. Operations Associate

How operations associate uses Portfolio:

  • Demonstrate ability to manage and organize clinical setting for patients and families.
  • Meet minimum standards for compliance with AML laws and regulations.
  • Organize and complete online LTL shipment orders for customers and vendors.

Most common skills for operations associate:

  • Customer Service
  • Sales Floor
  • Basic Math
  • Portfolio
  • Work Ethic
  • Math

12. Commercial Analyst

How commercial analyst uses Portfolio:

  • Manage datasets in SAS, which are used by various groups.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Perform SQL tuning to improve the performance of the queries.

Most common skills for commercial analyst:

  • Portfolio
  • Data Analysis
  • Financial Statements
  • Business Development
  • SQL
  • Real Estate

13. Senior Property Manager

How senior property manager uses Portfolio:

  • Forecast and manage replacement of major capital expense items including HVAC system, roof systems, parking lot surfaces etc.
  • Manage segment's treasury function including equity forecasting and investment requests as well as lender relations in a difficult banking environment.
  • Use advance Yardi skills to process accounts receivable/payable, review budget reports, and analyze performance reports.

Most common skills for senior property manager:

  • Property Management
  • Portfolio
  • Real Estate
  • Yardi
  • Property Inspections
  • Construction Projects

14. Finance Executive

How finance executive uses Portfolio:

  • Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
  • Experience in ERP implementation when A/R module are migrated from old system to new PS system.
  • Improve financial results $50 million (GAAP) in 2000 over 1999 and generate the first profit in four years.

Most common skills for finance executive:

  • Financial Statements
  • Financial Services
  • Portfolio
  • Financial Products
  • Real Estate
  • Insurance Products

15. Underwriting Director

How underwriting director uses Portfolio:

  • Supervise staff of 20-30 credit professionals managing an $80 - $100 million A/R portfolio consistently exceeding aging goals.
  • Create FHA platform, complete the required test cases to obtain non supervise lending designation.
  • Review of appeals; concluding and processing the finalization; communicating the adjustments to the original underwriter for educational purposes.

Most common skills for underwriting director:

  • Portfolio
  • Underwriting Policy
  • Product Development
  • Life Insurance
  • Underwriting Guidelines
  • Insurance Products

16. Tenant Services Coordinator

How tenant services coordinator uses Portfolio:

  • Manage and update MRI computer tracking system for automate tenant work order requests and billing.
  • Manage internal information communication process on both an informal and formal basis within retail property portfolio and with corporate divisions.
  • Process all accounts payable, in YARDI & MRI base data entry programs.

Most common skills for tenant services coordinator:

  • Real Estate
  • Portfolio
  • Yardi
  • HVAC
  • Tenant Relations
  • Phone Calls

17. Director Of Property Management

How director of property management uses Portfolio:

  • Manage YARDI implementation, training, conversion and roll out.
  • Manage several marketing sources, which includes but is not limit to Craigslist, Postlets, LINC program and local businesses.
  • Coordinate and manage the global intellectual property portfolio, including creation of patent strategies for new technology developments.

Most common skills for director of property management:

  • Real Estate
  • Portfolio
  • Property Management
  • Financial Reports
  • Yardi
  • HVAC

18. Client Partner

How client partner uses Portfolio:

  • Manage partner relationship with EMC and develop go-to-market strategies.
  • Require strong communication skills, sensitivity, compassion and ability to interpret and analyze insurance laws and scientific journals.
  • Lead and mentor UX, design, architects, developer and QA resources.

Most common skills for client partner:

  • Portfolio
  • Cloud
  • CRM
  • Analytics
  • Customer Service
  • Project Management

19. Global Service Manager

How global service manager uses Portfolio:

  • Lead day to day ITIL service/operations management and supplier management.
  • Manage development and implementation of enterprise sales platform including customer account portals, marketing automation and CRM tools.
  • Work closely with QA to develop use cases, review test results, and track bugs.

Most common skills for global service manager:

  • Project Management
  • Service Delivery
  • Portfolio
  • Professional Services
  • Process Improvement
  • Payroll

20. Global Director Of Information Technology

How global director of information technology uses Portfolio:

  • Lead migration to VMware to help minimize costs.
  • Establish and manage the global PMO include responsibility for team of project managers.
  • Ensure staffing model and processes sustain 7X24 hour support for business to achieve negotiate SLA s for application support.

Most common skills for global director of information technology:

  • Architecture
  • Portfolio
  • Governance
  • Project Management
  • ISO
  • PMO

Other skills