Assistant Portfolio Manager Resume

Assistant Portfolio Managers hold one of the most coveted positions in the financial industry, and are accountable for performing a hoard of duties. They formulate investment strategies by examining the current market trends, manage clients' portfolios, allocate funds, determine the profit generated from the allocations, and suggest appropriate revisions in the investments as required. To be employed in this position, you must be able to create portfolios for positioning the client assets, demonstrate a strong background in finance, have in-depth understanding of market trends, and show experience in yielding best returns on investments on your resume. In addition to this, mentioning the necessary traits and a certification can help you stand out in the crowd. Review our assistant portfolio resume sample for better insight on writing your resume.

Sample Assistant Portfolio Manager Resume

Philip R. Hubbard
1858 Mulberry Street
Houston, TX 77006
Phone: 936-612-7893
Email: philip.hubbard@anymail.com

Job Objective:

Highly motivated, experienced accounting professional with exceptional portfolio management skills, is searching for 'Portfolio Manager' position with a firm to help in establishing long-term and healthy relations with clients.

Summary of Skills:

Extensive up-to-date knowledge, and a general understanding of major economic trends
In-depth knowledge of financial investment, and portfolio management
Profound knowledge of financial models, relationship management, and capital markets
Capable of creating diverse portfolios to help clients maximize returns on investments
Familiar with assessment and evaluation of credit requests, problem credits, and underwriting documents
Ability to prioritize tasks and meet target objectives under pressure
Strong interpersonal skills with proven ability to build long-lasting healthy relationships with clients

Work Experience:

Assistant Portfolio Manager Rexford Enterprises, Houston, TX October 2016 – Present

Working with team to formulate, draft and ensuring implementation of investment policy statements, and asset allocation for the clients
Modeling all existing client portfolios as per the market trends, and recommending appropriate allocation for funds for investments
Reviewing and ensuring accuracy investment premium are paid in time
Conducting meetings with third-party fund managers to review performance of investment products, and know about new launches
Increasing operation efficiency in the portfolio management department by reducing redundancies, and streamlining procedures
Assisting portfolio manager with vendor negotiations, bidding for new financial instruments, resolving equity performance issues, and preparing accounting reports

Portfolio Analyst
Johnson Investment Counsel, Houston, TX
March 2013 – September 2016

Conducted market research to understand top performing stock funds, and collected target companies' financial reports to facilitate new investment proposals for prospective clients
Researched investment market, including interest rates, stock values to determine its impact on client investments
Maintained portfolios for more than 100 clients and generated monthly, quarterly reports, including detailed information about investment risks, changing rates, product pricing, profit ratio, and revenue growth percentage
Assisted portfolio manager in various duties such as re-balancing the portfolio positions, studying and revising trading strategies, and developing new allocation programs
Formulated credit risk strategies to minimize the potential loss in client assets during negative economic trends

Portfolio Management Assistant
Voya Financial Services, Houston, TX
August 2011 – February 2013

Took responsibility to monitor and report trading investment opportunities portfolio holdings, cash flows, account maintenance, and related data
Processed equity trades in the trading platform under supervision, and ensured accuracy of the trades for individual accounts
Monitored portfolio holdings in various databases, and provided monthly performance analytic reports
Assisted in different client projects by performing duties such as stock holding research, review of assets, and conducting market analysis
Evaluated credit quality, assessed equity funds, and implemented performance reporting for all projects

Education:

Bachelor's Degree in Accounting
University of Houston, Houston, TX
2010

Certification:

Chartered Financial Analyst, 2015

Reference:

On request.