11 December 2018
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Portfolio Manager resume 2

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

A proven Portfolio Manager who has experience of working in financial markets which can change at a moment’s notice, and which require rapid analysis and quick decision making. Maxine is an expert at guiding sensitive or difficult investment negotiations through to agreement, and is very good at determining the relative attractiveness of investment strategies. During her career she has developed investment policies for portfolios based on the exact understanding of a client’s needs, return expectations and investment objectives. She has a high degree of competency in all phases of portfolio management and in the past has realized consistent growth through innovative practices and strategic management. Right now she would like to work for a company that is willing to use state of the art investment techniques to look after its client’s money.


CAREER HISTORY

Portfolio Manager - Start Date - Present
Employers name - Location
Responsible for the centralised management of a portfolio of investments with the aim of achieving specific strategic business objectives.

Duties;

  • Clearly defining an investor’s long term and short term goals.
  • Ensuring that any decisions made comply with any regulatory requirements, firm policies and portfolio investment strategies.
  • Developing client relationships.
  • Networking with investment industry experts to keep in touch with what is going on in the market place.  
  • Matching investments to objectives.
  • Working directly with clients and talking to them face to face or over the phone.
  • Presenting investment strategies to clients and prospects.
  • Working as part of a team of researchers and analysts.
  • Conducting periodic investment reviews on behalf of clients.
  • Participating in client reviews.
  • Assisting decision makers to review a portfolio.


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

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


KEY SKILLS AND COMPETENCIES

Professional

  • Willing to make critical and important decisions.
  • Interpreting complex policies and directives.
  • Ability to function effectively as a team member and also work independently when required.
  • Meticulous attention to detail.


Personal

  • Serving on the firm's Investment Committee.
  • Outstanding marketing and presentation skills.
  • Able to make decisions quickly.


AREAS OF EXPERTISE

Financial services
Personnel administration
Growth capital
Asset allocation
Corporate buyouts
Customer service
Allocation management
Application processing


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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