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

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:

Work Experience:

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

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

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

Education: Certification: Reference:

On request.

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