Assistant Portfolio Manager Resume

Being a portfolio manager can be quite daunting a task! Portfolio manager has got many important responsibilities, including but not limited to the management of all the investments of the clients, maintaining good relations with them and other things. This requires interpersonal skills and good management on the part of the employee. The sample article on this page manages to illustrate these facts well; which goes on to make a good impression on the reader. Any assistant portfolio manager who wants to use this sample can feel free to do so after customizing it according to his needs.

Chris Gee
POB 61345,
IL, 60609, USA
(123)-456 9890.

Objective: To get a position as Assistant Portfolio Manager and to gain further experience in portfolio management.

Experience Summary:

• Extensively handled client portfolio management tasks
• Possess comprehensive knowledge on portfolio investment environment

Professional Experience:

Portfolio Manager, July 20XX to Present
ABC Accounting Services, New Jersey

• Efficiently managed global accounts of more than $1 Billion
• Handled a lot of the company's important clients much to the satisfaction of superiors
• Implemented ideas on various products and promoted investment in funds by which brought in more assets to the company

Quantitative Analyst, July 20XX to August 20XX
Agmark Investments, New Jersey

• Interacted actively with investment analysts and trading desk to devise fund products that give maximum returns and minimum trading costs
• Evaluated quantitative stock selection models, now used to managed about $5 Billion in Global/International equity portfolios.
• Built several earnings growth models, including Economic Value Added (EVA) models and successfully used them in analysis tasks
• Used models and analysis to create measure by which quantitatively managed accounts rose from $25 Million to $1 Billion in a period of just eight months

Education

20XX - 20XX Marks' Junior College, Camden, NJ

• Completed a comprehensive secretarial course

Skills

• Fast Typing
• Knowledge in using word and excel. Able to quickly learn new software packages

References

Furnished upon request