17 December 2018
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Portfolio Manager resume 1

Maxine Curry
Dayjob Limited
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 121 638 0026
E: info@dayjob.com


PERSONAL SUMMARY

Maxine is used to making important financial decisions and is very good at maximizing investment returns whilst minimizing potential losses. She has a unique investment philosophy and well-developed analytical, decision-making and problem-solving skills. In the past she has managed matrix, multi-functional teams that have maximized revenue and minimized expenses. During her career she has consistently developed strategies that have achieved all the specific investment goals set for her. Her key strengths include wealth management planning, tracking portfolio characteristics and communicating with high worth net individuals. Right now she would like to work for an ambitious company that believes that Portfolio Management should be personal yet professional.


CAREER HISTORY

Portfolio Manager - Start Date - Present
Employers name - Location
Responsible for providing investment services to a specific set of clients and investors.

Duties;

  • Always taking into account the risk tolerance of an investor.
  • Meeting regularly with researchers and analysts to discuss market developments and trends.
  • Handling the portfolios of individuals and also corporate institutions.
  • Carrying out research into potential investments and then writing up conclusions and presenting them to clients.
  • Creating investment strategies based on a client’s unique requirements.
  • Participating in company-wide Investment Committee meetings and decisions.
  • Creating project budgets.
  • Offering impartial advice on investments to private clients.
  • Ensuring that the standard risk management controls are in place
  • Continuously monitoring live investments.
  • Establishing an investment strategy.
  • Attending fund manager meetings.
  • Making client conference calls.
  • Communicating with trading desks.


JOB TITLE - Start Date - End Date
Employers name - Location

JOB TITLE - Start Date - End Date
Employers name - Location


KEY SKILLS AND COMPETENCIES

Professional

  • Strong investment research experience.
  • Excellent knowledge of investment markets and products.
  • Knowledge of portfolio management theory.
  • Track record of growing a client’s existing wealth.
  • Making investment decisions on behalf of clients.
  • Summarising complex reports.
  • Coming up with investment ideas.
  • Knowledge of Macro-economics and capital markets.


Personal

  • Retaining and organically growing assigned relationships.
  • Having an outgoing personality.
  • Thinking strategically.
  • Willingness to go the extra mile to ensure client satisfaction.


AREAS OF EXPERTISE

Client servicing
Investment strategies
Investment management
Asset management
Customer relationship management
Project budgets
Risk management


ACADEMIC QUALIFICATIONS

University name   -  Degree details              Study Dates
College name      -  Qualifications                Study Dates
School name       -  Subjects / Grades          Study Dates


REFERENCES

Available on request.
 



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