A portfolio manager is responsible for using the information supplied by equity research analysts and other staff to manage the mix of securities in a portfolio daily. The Ideal Private Equity Resume for Off-Cycle Recruiting from Smaller Banks, Other Buy-Side Roles, Consulting Firms, etc. Duties; Effectively interacting with clients to enhance their relationship with the … Apply to Private Equity Associate, Portfolio Analyst, Investment Analyst and more! Want an example? The portfolio manager is required to have the knowledge and understanding of 30 or 40 stocks that are owned in comparable proportions in all portfolios instead of 100 or 200 stocks. Scandinavia Portfolio Resume. Sort by: relevance - date. See salaries, compare reviews, easily apply, and get hired. 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. Auditor Portfolio Analyst. This will take several years of experience working with one firm. Upload resume. and a portfolio website ; 2. All information these cookies collect is aggregated (it’s a statistic) and therefore completely anonymous. Portfolio Manager/Equity Analyst Resume. Remember to vary the words that you use—repeating the same word (even power words) leads to a dull reading experience and will turn off the hiring manager. 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. 1,846 equity portfolio manager jobs available. strong Excel skills, A good awareness of Investment Management Operations and the connection to asset servicing and NAV production, Administer Hologic’s equity compensation programs with Fidelity, Experience with RSU’s, Stock Options, PSU & ESPP administration, Lead equity contact for domestic, international and executive employees, Coordinate 10b5-1 plans and Pre-Clearance plans with executives and captive broker, Conduct monthly, quarterly and annual reporting which includes but not limited to information needed for Proxy, Form 10-K, Forms filed for executive officers, and various international filings, Collaborate with Finance, Legal and HR teams on communication materials, grant process, equity cost analysis, technical accounting, compliance and management reports, Work closely with payroll leads to provide US and International equity income transactions, Process new grants and other transactions with strong understanding of accounting, tax and legal implications, Administer semi-annual ESPP enrollments & purchases, Coordinate the annual Deferred Equity Plan open enrollment period for Executives, Provide Oversight of China SAFE and all accounting and legal requirements with China-based team, Generate disqualified disposition reports and year-end tax statements, Provide year-end training on the impact of equity transactions on employees W-2’s and international equivalent, Improve processes, efficiencies and accuracy of data, Provide equity trainings for ESPP, RSU’s and stock options for company, Work with large data sets, perform data edits, audits, reconciliations, v-lookups and complex calculations, Knowledge of Fidelity Stock Plan Services preferred, Knowledge of equity-related accounting, tax and legal concepts, Excellent Microsoft Excel and Word skills, Ability to work in fast paced environment and prioritize multiple tasks, Bachelor’s Degree, Certified Equity Professional (CEP) or a minimum of 5-7 years of stock plan administration experience required, Live assessment of market risks, concentrations and top risks. The qualifications vary, but most portfolio managers hold at least a bachelor's degree in finance or economics, and have taken courses in bond valuations, capital markets and interest rates, financial statement analysis, equity strategies, portfolio management, international economics and trade, and computer research. FREE Evaluation. When writing your portfolio manager resume experience section, keep in mind that it's better to show rather than tell. We need them to provide services that you’ve asked for. and ensure they are correctly processed and settled in a timely manner, Coordinate the RFP process, and select the ideal vendor for a third-party equity administration system, Manage relationship with outside vendor, monitor enhancements and changes to service levels as needed, Partner effectively and proactively with human resources, HRIS, legal, tax, payroll and accounting to anticipate, implement and/or address equity compensation initiatives/matters, Streamline the stock administration function, including implementing best practices with effective controls, automate routine work streams to better enable efficient, accurate and timely processing of stock administration matters and reports where possible, Continue to improve education materials and offerings to employees; plan new hire trainings as needed, Prepare monthly, quarterly and annual reconciliations of all equity plan information, Pull data and generate system reporting for Board preparation, accounting, tax and legal filings, as needed, Maintain supporting documents for financial audits and assist in data requests, Be responsible for accurate equity and stock compensation accounting under ASC 718, including researching technical issues and communication, Prepare the equity roll forward and disclosures, Bachelor’s degree in human resources, business, finance, accounting or other related fields, Certified Equity Professional (CEP) certification preferred, Must have at least 8 years’ experience in managing equity plans, Minimum of 5 years of international experience, In-depth knowledge of stock administration and equity compensation management technology platforms, Broad experience with a range of equity compensation instruments and plans, including stock options, RSUs and ESPPs, Experience with SuccessFactors and PeopleSoft preferred, Knowledge of US GAAP and IFRS requirements, Demonstrated ability to take ownership of projects and drive them through to completion, particularly working collaboratively with cross-functional teams, Strong understanding of W-2 and payroll codes related to equity transactions, Ability to work in a fast paced, time and data sensitive environment, Excellent written and verbal communication skills; able to effectively communicate across departments and at all levels, Day-to-day administration of all aspects of the company’s equity compensation plans, Responsible for annual and quarterly issuance of equity grants and participant communication, Ensure all forms of equity compensation are administered in accordance with the terms and conditions of the plans from which they are granted, Monitor competitive trends and best practices in the industry and provide strategic guidance to management in developing future programs, Provide excellent customer service in responding to employee inquiries regarding Solium account information/navigation, equity grant vest conditions, and other frequently asked questions, Build and maintain strong and effective working relationships with HR Business Partners, Treasury, Finance, Legal, Tax, and Payroll, Plan and develop employee presentations regarding Long Term Incentive Plans, Assist with preparation of annual proxy statement and quarterly Board of Director meeting materials, Partner with Legal on creation/audit of new grant agreements and plan texts, Manage relationship with Solium, monitor enhancements and changes to service levels as needed, Prepare monthly, quarterly and annual reconciliations of all outstanding/forfeitures of equity issued to date and respond timely to ad hoc data requests from Finance, Human Resources and Legal, Identify and recommend process improvements and efficiencies, Has 8 to 10 years of directly related work experience, preferably in Retail or similarly sized organization, Experience with managing equity plans for companies traded on the Canadian Stock Exchange and with a global participant base, Strong PC skills, including high proficiency in Microsoft Excel, Good verbal, written and analytical communication skills to enable work with all levels of the organization, Working knowledge of Solium platform an asset, Self-starter, highly organized and able to produce high quality work under pressure, Self-motivated with a proactive approach to problem solving and utilizing limited resources to maximum capacity, Professional individual with a strong work ethic and a sense of urgency, Positive, high-energy, customer-service obsessed attitude, Candidates should be able to meet some of the following criteria -, Masters or Ph.D. in quantitative fields (e.g. Functionality and personalization least popular, and get hired and differentiate you other. 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