Portfolio Analyst resume examples

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Skillful Portfolio Analyst resume

Husam Noah Husam Qaryaqos
Professional Summary
Profile/ Career Objective My passion for administration and finance started with my career and was the clear choice for me, seeking a responsible job with an opportunity for professional challenges to use my skills in the best possible way for achieving the company goals. Use of MS Office Products along with good IT experience to manage and complete tasks Ability to communicate effectively with a wide range of customers. Fully aware of the importance of data security and relevant legislation. Solutions based thinker with an innovative approach to challenging situations and environments resulting in positive outcomes Strong organisational/time management skills with ability to use initiative, manage own time eff actively, prioritize tasks and work under pressure. Efficient and capable to perform tasks in the fastest and simplest ways that they can be done to get results. Flexible team member with a supportive and approachable manner, ethical in all responsibilities and excellent role model. Self-motivated, conscientious, enthusiastic and reliable, with a strong work ethic and desire to succeed
Skills
  • Syriac, Arabic, English
  • Drivers licence - "C" class
  • Analytics 

  • MS Office
  •  IT experience  
Work History
Finance officer 03/2016
Easylink Finance Australia Pty Ltd. N.S.W Australia
  • Record, Organise, Update and maintain income report.
  • Record, Organise, Update and maintain Bank report.
  • Matching balance between the bank and Easylink.
Portfolio Analyst 03/2017 to Current
Allianz Insurance Co. Sydney, NSW
  • Maintain Initiatives Request data Base.
  • Create daily, fortnight, and monthly report.
  • Track all small enactment and help to smooth the process.
  • Arrange meetings between enhancement builder and the business.
  • Maintain all the Intranet pages that are related to small enhancement , Team - Sales Operation - Retail Distribution - Allianz Insurance.
Operational Business Analyst 03/2017 to 05/2017
Allianz Insurance Co. Sydney, NSW
  • Understanding the needs of multiple stakeholders.
  • Use administration systems in daily use like Polisy, Sales forces, Remedy.
  • Raise work order on behalf stakeholders.
  • Raise Intuitive Request for small enhancements on behalf stakeholders Partner Team - Finance Institution - Retail Distribution - Allianz Insurance.
Business Analyst 03/2017 to 05/2017
Allianz Insurance Co Sydney, NSW
  • Communicate with internal colleagues to understand the needs of departments.
  • Use data modelling practices to analyse and create suggestions for strategic and operational improvements and changes.
  • support the staff and teams in making the recommended changes, including helping to resolve any issues.
  • ensure plans are made and processes are created to evaluate the impact of the changes made.
  • Provide the team with required reports.
  • Extract data from Data warehouse Accounting Section.
Finance officer 11/2012 to 10/2014
USAID - Micro Finance Credit Center Kirkuk, Kirkuk
  • Al-Aman Micro finance credit center - USAID http://www.imfi.org/en/node/25679 Kirkuk/Iraq.
  • Entering personal details of clients opening new loan Account.
  • updating clients information including any work changes and amount of loan.
  • Enter clients payments into the computer using special program for that called Loan Performer From Crystal Clear Software.
  • Transferred the payments digitally to the client account between 5 Banks.
  • preparing payroll data and reports (salary & bonuses) from time sheets and other payroll and personnel records.
  • creating files for new employees to record payroll data.
  • Confirm payments received match invoiced amounts and resolve any discrepancies.
  • Prepare and Print monthly budget Reports for the credit centre.
  • Match the budget reports between the banks and credit centre.
  • Prepare income statements.
  • Prepare balance sheets.
Administrative Officer 11/2010 to 10/2012
USAID - Micro Finance Credit Center Kirkuk, Kirkuk
  • Al-Aman Micro finance credit center - USAID Kirkuk/Iraq.
  • preparing papers setting out conditions of credit and loans, rates of repayment and loan periods, and providing information about customers' standing to financial and credit institutions.
  • Responsible for processing all interdepartmental transfers, ensuring the coding is correct and liaising with the Finance Manager on reconciliations of funds on shared work activities.
  • Processing orders, forms, applications and requests for information.
  • Dealing efficiently with questions and queries from customers.
  • contacting financial and credit institutions to obtain information about customers.
  • Numbering clients payment receipt.
  • Print monthly payments for each client.
  • legal explanation for clients about the contract that's signed between the credit centre and the clients.
  • Performs other related duties as required.
Computer Shop 04/2005 to 04/2010
Computers Shop Kirkuk, Kirkuk
  • Husam for Computers Kirkuk/Iraq.
  • Selling computers (desktop & Laptop).
  • Selling computer parts.
  • Installing software.
  • Preparing new computers with windows.
  • Video convertor from VHS to DVD.
  • Prepare and print offices reports.
  • Setting up computer security measures.
  • Configuring computer networks.
  • Troubleshooting a variety of computer issues.
Administrative Officer 01/2005 to 03/2005
Employment Agency of Kirkuk Kirkuk, Kirkuk
  • Employment agency of Kirkuk Kirkuk / Iraq.
  • Plans, organizes, supervises and evaluates the work of assigned staff Perform related duties and responsibilities as required.
  • Monitors the performance of staff.
  • Provides feedback on their performance And conducts performance evaluation.
  • Collects, researches, organizes and summarizes data from a variety of Sources and produces reports.
  • Conduct orientation programmers for new employees.
  • Assistant for payroll officer.
  • Maintain management information systems.
  • Performs other related duties as required.
Employee Officer 07/2003 to 12/2004
Employment Agency of Kirkuk Kirkuk, Kirkuk
  • Employment agency of Kirkuk Kirkuk / Iraq.
  • Search for jobs by Collect labour market information for clients regarding job openings, entry and skill.
  • Identify current and prospective staffing requirements for local businesses and Organizations.
  • Review candidate inventories and contact potential applicants to arrange interviews and.
  • Arrange transfers, redeployment and placement of personnel.
  • Identify current and prospective staffing requirements for local businesses and Organizations.
  • Notify applicants of results of selection process and prepare job offers.
  • Arrange for interviews of local residents Data entry.
  • Weekly reports and statistics about employed and unemployed.
  • Monitor hired workers and receiving reports from workplace.
  • Insure all the employers get their legal rights.
References
Professional Referees: References Available upon Request
Education
Workplace communication Course for Professionals January 2016 - April 2016 navitas College, Parramatta NSWBachelor of Finance and Banking Sciences Oct-1995 -Jun-2000Mosul - Iraq: Bachelor Of Finance and Banking Sciences 2000 Navitas English Parramatta - SEE - Parramatta, NSW, Australia
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Job-winning Portfolio Analyst resume

JUSH JUNPATH
Summary
I am a Senior Risk Analyst with over three years banking experience who is a strong and valued member of the team. I have excellent communication skills with strong analytical knowledge and a passion about analytics and process improvement. Collaborating with stakeholders at all levels by acting as a consultant to help data driven business decisions is something I really enjoy.
Highlights
  • Risk Reporting & Analysis
  • Advanced Excel
  • Intermediate SQL
  • Credit Risk Portfolio Analysis
  • Analysing Complex Datasets
  • Financial Analysis
  • Risk Management expertise
  • Detail-oriented
  • Process Improvement and Optimisation
  • Stakeholder Management




Experience
Senior Risk Analyst Sep 2017 to Current
Wells Fargo Commercial Distribution Finance Melbourne, VIC

Wells Fargo CDF provides customized inventory financing to fund the flow of goods from manufacturers to dealers.

Role responsibilities:
  • Ongoing development and delivery of regular and ongoing critical Risk & Sales reporting requirements for local and international teams and rhythms.
  • Provide leadership, guidance and insights via the identification of key issues based on commercial portfolio and business segment data enhanced by market insights that will assist CDF ANZ in Business decisions, risk management, and process improvements.
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  • Collaborate and develop sound and effective working relationships with key stakeholders.
  • Promote strong collaboration between broader CDF team and the CDF Risk & Sales functions, locally and internationally.
  • Knowledge sharing with peers promoting cross skill enhancement within Risk, Sales and the broader CDF business.
  • Mentor and train junior analysts.
Risk Analyst Aug 2016 to Sep 2017
Wells Fargo - Commercial Distribution Finance Melbourne, VIC
  • Interpret data, analyze results and provide ongoing reports
  • Locate and define new process improvement opportunities
  • Designing of queries, compiling of data, and generation of reports in Excel
  • Charting and graphing of data for reporting purposes 
  • Evaluate data and report findings for accuracy, completeness, intent, and scope
  • Determine or agree upon deliverables, and manage delivery expectations with stakeholders 
  • Present data and provide feedback to stakeholders, making recommendations where appropriate
  • Seek and adopt best practices in data reporting
Credit Risk Portfolio Analyst Jun 2015 to Jun 2016
ASB Bank Auckland, NZ
  • Make relevant and informed recommendations based on analytical findings.
  • Support management by supplying relevant reporting, analysis and insight to assist in decisions relating to credit portfolio management.
  • Support of ad-hoc requests for data and analysis.
  • Managing Unsecured book ­- Personal Loans, Overdrafts and Credit Cards.
  • Building and running dashboards (monitoring performance).
  • Extensive monthly reporting.
  • Monthly forum discussions with upper level management to discuss portfolio performance.
  • Work closely with Loan Origination, Collections & Recoveries, Product Management and Marketing teams to understand the key risks and issues of the product.
  • Process Improvement and Optimisation.
  • Reporting and Insights.
Service Consultant Nov 2014 to Jun 2015
ANZ Bank Auckland, NZ
  • Provided accurate and appropriate information in response to customer inquiries.
  • Addressed customer service inquiries in a timely and accurate fashion.
  • Developed effective relationships with all call centre departments through clear communication.
  • Built customer loyalty by placing follow-up calls for customers who reported product issues.
Education
Bachelor of Commerce, Marketing & Information Systems 2014 The University of Auckland Auckland, New Zealand Marketing & Information Systems
Accomplishments
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  • Led Instant Overdraft Project at ASB Bank.
  • Built Overdraft Second Deck Dashboard leading to further insights through breakdown of key segments and movement of the book.
  • After detailed investigation and analysis of the Tertiary portfolio, it led me to make recommendations which had future benefits for the Unsecured book.
  • Created Customer Reporting Packs for Sales Managers, to provide visibility and transparency of clients historical growth.
  • Created Risk Reporting Packs to meet international standards, with extensive insight into historical trends for better understanding of the performance of the commercial portfolio.
Skills
  • Programs/Software: Microsoft Office Suite, SQL Server, SharePoint, SAS, Business Objects, Salesforce, AIMS, COMS
  • Programming Languages: SQL, SAS
References
Available on request.
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