Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic

Sandeep Kumar

Canton

Summary

Dynamic Portfolio Manager with expertise in strategic planning, quality assurance, and risk assessment. Proven track record of enhancing client relationships and driving portfolio growth through market analysis and collaboration. Experienced professional in portfolio management and client relationship development, skilled in analyzing market trends and implementing strategic plans. Demonstrated ability to lead cross-functional teams, ensuring compliance and delivering exceptional client service. Analytical Portfolio Manager with a strong focus on quality assurance and strategic planning. Recognized for effective collaboration with cross-functional teams to develop risk assessments and enhance client satisfaction.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Portfolio Manager

Capgemini America Inc.
Detroit
03.2014 - Current
  • Managed diverse client portfolios to align with investment strategies.
  • Analyzed market trends to inform portfolio adjustments and recommendations.
  • Collaborated with cross-functional teams to enhance client service experience.
  • Prepared detailed reports on portfolio performance for client presentations.
  • Conducted risk assessments to ensure compliance with regulatory standards.
  • Facilitated meetings to discuss investment opportunities and client needs.
  • Developed strategic plans for portfolio diversification and growth initiatives.
  • Leveraged financial modeling tools to evaluate potential investment options.
  • Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
  • Reviewed existing portfolios regularly to ensure they remain aligned with clients' needs.
  • Coached junior team members on best practices for managing portfolios effectively.
  • Collaborated with internal stakeholders including traders, analysts and advisors.
  • Developed and implemented quality assurance processes for software products.
  • Led cross-functional teams to ensure compliance with industry standards.
  • Trained staff on best practices in quality assurance methodologies.
  • Collaborated with product management to define quality requirements and expectations.
  • Managed defect tracking systems to streamline issue resolution processes.
  • Managed daily activities of QA personnel such as setting goals, providing guidance and assigning tasks.
  • Provided regular performance reviews for QA staff members and identified areas requiring further training.
  • Led test strategy development for various software projects.
  • Collaborated with product owners to define acceptance criteria for sprints based on customer feedback.
  • Monitored progress of each sprint and provided regular updates to key stakeholders.
  • Implemented best practices for defect tracking using JIRA bug tracking tool.
  • Ensured that all test cases are properly documented according to established standards.

Senior Manager

Capgemini Financial Services
Benglore

Education

Master in Computer Applications - Computer Science, Data Structure, C,C++, Java, SQL

Chaudhary Charan Singh University
Meerut, India
05-2002

Skills

  • Portfolio management
  • Client relationship management
  • Strategic planning
  • Quality assurance
  • Cross-functional teamwork
  • Training and mentoring
  • Problem solving
  • Leadership development

Affiliations

  • Believer in work life balance
  • Pass time activities are Golf, Watching Cricket and shopping with wife
  • Social activist and often server in community on weekends

Certification

  • Certified Engagement Manager
  • Safe Agilist5.0
  • Insurance Industry Certification Level 1 and Level 2

Languages

English
Professional
Hindi
Professional

Timeline

Portfolio Manager

Capgemini America Inc.
03.2014 - Current

Senior Manager

Capgemini Financial Services

Master in Computer Applications - Computer Science, Data Structure, C,C++, Java, SQL

Chaudhary Charan Singh University

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