HEAD OF PORTFOLIO MANAGEMENT RESUME EXAMPLE

Published: Apr 24, 2025 - The Head of Portfolio Management evaluates borrower suitability, reviews project feasibility, and ensures contractual protections are in place. This role manages asset utilization and oversees aircraft and engine transactions. The head focuses on optimizing portfolio performance through risk assessment and strategic balance.

Tips for Head of Portfolio Management Skills and Responsibilities on a Resume

1. Head of Portfolio Management, Zenith Capital Group, Tucson, AZ

Job Summary: 

  • Develop and drive portfolio and regional strategy for Transmission Service (Transformer and Switchgear) according to market trends and customer demands
  • Structure and define Portfolio Management processes, starting with market intelligence, R&D roadmap, product development, concepts for execution, regional roll-out and sales support
  • Standardizing portfolio elements, portfolio element bundles, Go2Market strategy as well as the alignment of digital and classical services
  • Lead the Portfolio Lifecycle Management departments for Transformer and Switchgear services as well as the Regional Sales Support department 
  • Drive the overall strategy and the operational business to achieve targets
  • Interact with New Unit Portfolio and Strategy departments to have an aligned Go2Market approach
  • Lead the global Smartphone Business Unit for the client and be fully accountable for Product Planning, Experiences, and P&L
  • Build and own the company's Product Strategy and Differentiation story
  • Fully accountable for the company's Portfolio and Product Roadmap over a long-term horizon 
  • Distilling insights and anticipating trends related to consumer, market dynamics, competitive landscape, technology evolution, etc.
  • Own and deliver on the Product Experiences and Innovations roadmap
  • Lead Product concept and key trade-off decisions on product investment areas in close collaboration with Product Management
  • Accountable for all Product Milestones
  • Own Portfolio P&L in close co-operation with the Finance team


Skills on Resume: 

  • Portfolio Strategy (Hard Skills)  
  • Market Intelligence (Hard Skills)  
  • Product Roadmap (Hard Skills)  
  • Sales Support (Soft Skills)  
  • Team Leadership (Soft Skills)  
  • Trend Analysis (Hard Skills)  
  • Innovation Planning (Hard Skills)  
  • P&L Ownership (Hard Skills)

2. Head of Portfolio Management, BlueRock Financial, Tampa, FL

Job Summary: 

  • Ensure that the country portfolio remains aligned with strategy and contributes to strategic planning 
  • Define and manage high-quality regular executive reporting to enable a clear understanding of portfolio status and enable informed decisions
  • Assess the portfolio and report key delivery risks, issues and dependencies via portfolio governance
  • Maintain the integrity of the portfolio 
  • Ensure project business cases are valid and that sanctioned projects are initiated, prioritized, funded and resourced for success
  • Provide clear advice to the Executive Committee regarding the implications of specific re-prioritizations on the delivery profile and do-ability of the portfolio
  • Lead and drive Project Managers to actively work with business owners/product owners, and sponsors to mobilize the project roadmap as per plan
  • Ensure quality of project deliverables by introducing processes/SOPs and best practices, and by enforcing controls and coaching to Project Managers and Delivery Squads
  • Safeguard the effective monitoring and controls on project progress, regular reports on health including time, cost, scope and benefits, to ensure the timely delivery of all projects within agreed scopes and budgets
  • Lead, guide and influence stakeholders regarding project governance and commitment towards project delivery
  • Cultivate a community of committed project professionals practicing Agile New Way of Working that will share and eventually drive the development of best practices and continuous improvement
  • Provide analysis on portfolio investment returns and development
  • Take strategic ownership of the balancing and optimization of the portfolio in line with the strategy


Skills on Resume: 

  • Portfolio Alignment (Hard Skills)  
  • Executive Reporting (Hard Skills)  
  • Risk Assessment (Hard Skills)  
  • Project Mobilization (Soft Skills)  
  • Process Improvement (Hard Skills)  
  • Stakeholder Guidance (Soft Skills)  
  • Agile Leadership (Soft Skills)  
  • Investment Analysis (Hard Skills)

3. Head of Portfolio Management, NorthGate Investment Partners, Boise, ID

Job Summary: 

  • Ensure a single view of all portfolio demand and activity across all functional areas
  • Develop and embed delivery strategy and methodologies (e.g., Agile)
  • Deliver portfolio insight on both delivery performance and common improvement themes
  • Work with Exco and Business leadership to identify key demand themes and support prioritisation based on defined criteria
  • Management of Technology Portfolio Capex budgets
  • Develop and report on Portfolio metrics (KPIs and KRIs)
  • Lead and manage the Portfolio Management function and team
  • Development of a high-performing culture through hiring, coaching and development of key talent both within the team and the wider Tech function
  • Accountable for predictable delivery and high-quality output
  • Being involved in the drafting and review of internal policies and procedures about the portfolio management of the AIFM
  • Report to the other conducting officers and to the board of the AIFM
  • Being the key point of contact with the CSSF for portfolio management-related matters


Skills on Resume: 

  • Portfolio Visibility (Hard Skills)  
  • Agile Methodology (Hard Skills)  
  • Performance Insight (Hard Skills)  
  • Demand Prioritization (Soft Skills)  
  • Budget Management (Hard Skills)  
  • Metric Reporting (Hard Skills)  
  • Team Leadership (Soft Skills)  
  • Regulatory Liaison (Soft Skills)

4. Head of Portfolio Management, Harborstone Asset Advisors, Mobile, AL

Job Summary:

  • Provide oversight of day-to-day portfolio management responsibilities, including portfolio rebalances, performance and risk analysis, cash flow, trading and transaction cost monitoring
  • Ensure the portfolios implemented are closely aligned with the models that senior portfolio managers and researchers have developed
  • Manage the rebalance schedule to ensure efficient and effective deployment of a large number of quantitative portfolios to the market
  • Manage client onboarding processes, liaising with implementation, trading, risk, compliance and operations
  • Automate and improve portfolio management practices and workflow
  • Lead projects to build the next generation of investment processes 
  • Manage and understand a large number of portfolios simultaneously and effectively
  • Working together with senior portfolio managers, researchers and developers
  • Work closely with the product team to respond to clients' requests promptly
  • Review of potential investments (compliance with the AIF’s risk profile) and business plan
  • Organization of investment committees
  • Ongoing monitoring of investments’ compliance with applicable regulations and AIF’s documentation


Skills on Resume: 

  • Portfolio Oversight (Hard Skills)  
  • Risk Analysis (Hard Skills)  
  • Rebalance Management (Hard Skills)  
  • Client Onboarding (Soft Skills)  
  • Workflow Automation (Hard Skills)  
  • Investment Projects (Hard Skills)  
  • Cross-Team Collaboration (Soft Skills)  
  • Regulation Monitoring (Hard Skills)

5. Head of Portfolio Management, CrestPoint Investments, Des Moines, IA

Job Summary: 

  • Supports the identification, definition and scoping of strategic goals
  • Translates strategic goals into projects to be initiated and executed all over the global LPBN ( Lonza Pharma Biotech and Nutrition ) Quality network
  • Preparation, alignment and execution of a multi-year plan
  • Responsible for the development and overall execution of critical improvement projects needed for robust operations execution
  • Actively selects appropriate team members capable of contributing to the project goals and acting as change agents in the Organization
  • Directs and motivates multi-disciplinary, multi-site project teams and holds team members accountable to deliver results within an agreed project governance structure to achieve the project goals
  • Actively leads changes to the organization for both people and technical aspects
  • Overall responsible for the project budget
  • Monitors the effectiveness of implementation and reports back to stakeholders
  • Leads multidisciplinary and multi-site project teams
  • Acts as an interface to Global Operations and Functions, global functions and the local QA and QC line management
  • Develop and implement operations strategic improvement-projects
  • Manage the portfolio activities of the AIFM (PE/ RE/infrastructure/private debt/another type of investment strategies) in collaboration with third-party investment advisors
  • Perform due diligence on the investment managers/advisors
  • Oversight of delegated investment managers


Skills on Resume: 

  • Strategic Planning (Hard Skills)  
  • Project Execution (Hard Skills)  
  • Team Leadership (Soft Skills)  
  • Change Management (Soft Skills)  
  • Budget Oversight (Hard Skills)  
  • Implementation Review (Hard Skills)  
  • Stakeholder Interface (Soft Skills)  
  • Investment Oversight (Hard Skills)

6. Head of Portfolio Management, Horizon Wealth Management, Charleston, SC

Job Summary: 

  • Initial design and implementation of enhanced portfolio management process
  • Manage cross-functional/organizational relationships required to execute the portfolio management process
  • Bridging internal portfolio needs between OBU, NIBR, and GDD,
  • Bringing a strong understanding of the external oncology environment to inform portfolio prioritization, strategic collaborations and partnerships
  • Support strategic and operational planning initiatives
  • Develop content, framework, tools, timelines, and governance for the strategic planning process (in partnership with OBU leadership, GDD, NIBR)
  • Maximize the long-term value of the Oncology portfolio of assets and technologies 
  • Manage a highly complex set of cross-divisional stakeholders (e.g., OBU leadership, GDD, NIBR) through effective influencing skills
  • Prospective BD&L target identification and triage
  • Lead and organize and cross-functional/organizational projects supported by the OLT, e.g., organizational change, governance enhancement and other various critical projects
  • Lead and provide a primary point of contact and coordination with the Oncology Leadership team for all operational reporting requirements
  • Conduct/oversee cash flow and P&L analysis and related due diligence on all transactions
  • Prepare and present a summary analysis and reports to senior management


Skills on Resume: 

  • Process Design (Hard Skills)  
  • Cross-Functional Management (Soft Skills)  
  • Oncology Insights (Hard Skills)  
  • Strategic Planning (Hard Skills)  
  • Stakeholder Influence (Soft Skills)  
  • Partnership Development (Soft Skills)  
  • Financial Analysis (Hard Skills)  
  • Operational Reporting (Hard Skills)

7. Head of Portfolio Management, Sterling Oak Capital, Albany, NY

Job Summary: 

  • Review potential borrowers and contractors and advise on suitability to deliver the potential scheme
  • Review the programme and advise on durations and whether it is considered achievable
  • Run credit checks on the borrower and the proposed team
  • Sit in credit meetings and opine on the development from a construction perspective
  • Appoint Project Monitors and initiate the report once the scheme has been credit approved
  • Review the report and assess any risks that have been highlighted by the PM
  • Liaise with the lawyers regarding the facility agreement and the wording
  • Agree with the borrower and lawyers on any Build Milestones 
  • Review and agree on the wording in the Building Contract and ensure that all Warranty wording is standard with the market and ensure the lending entity is protected
  • Oversee all asset utilisation and will be responsible for the optimisation of the portfolio
  • Oversee all aspects of aircraft and engine sales and purchasing activity, asset utilization as well as end-of-life strategy development
  • Focus on building a balanced and optimized portfolio in terms of assets and counter parties
  • Assess transactions both quantitatively and qualitatively in providing risk assessment and transaction context to the business


Skills on Resume: 

  • Borrower Assessment (Hard Skills)  
  • Program Review (Hard Skills)  
  • Credit Evaluation (Hard Skills)  
  • Construction Insight (Soft Skills)  
  • Risk Reporting (Hard Skills)  
  • Legal Liaison (Soft Skills)  
  • Asset Optimization (Hard Skills)  
  • Transaction Analysis (Hard Skills)