10 December 2018
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Portfolio Manager resume 3

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 offers her clients a very personalised service and will develop for them an investment profile that reflects their attitude to risk. With her present employer she is in charge of a portfolio that consists of stocks, bonds, mutual funds, derivative products and other investments. She has a unique ability to balance risk against performance and is someone who constantly monitors her portfolio to ensure that it remains on track to achieve set financial goals. Her key skills include; developing customised investment strategies, compliance issues, financial modelling, corporate investment strategies and marketing presentations. Right now she would like to join a company that is committed to giving its clients the portfolio and investment returns that they deserve.


CAREER HISTORY

Portfolio Manager - Start Date - Present
Employers name - Location
Responsible for developing the right mix of investments to maximize investor’s gains.

Duties;

  • Making key investment decisions for a client’s portfolio.
  • Reassuring clients that their money is being well looked after.
  • Communicating regularly with buy side and sell side analysts.
  • Carrying out financial analysis on individual assets.
  • Mentoring junior team members.
  • Rebalancing portfolios to ensure that they are on track.  
  • Delivering proposals to prospective clients.
  • Writing up reports for both internal and external review.
  • Assisting auditors in their enquiries.
  • Managing a team of Junior Portfolio Managers across several locations.
  • Generating new investment clients through networking and active marketing to prospective investors.


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

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


KEY SKILLS AND COMPETENCIES

Portfolio Management

  • Spreading investments across different regions, sectors and industries.
  • Able to balance scope, cost, time and quality to deliver customer requirements and satisfaction.
  • Reading and analysing financial briefings and company reports.
  • Developing business through contacts and referrals.
  • Experience of investing in equities, fixed income, cash, and alternative assets.


Personal

  • Able to remain calm when a market is in turmoil.
  • Philosophy of visible hands on management.
  • Approachable and able to quickly form bonds with people I have just met.


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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