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Portfolio Manager resume

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Portfolio manager resume

 

Karen Brown
Address
T: 0123 456 789
E: info@dayjob.com

PERSONAL SUMMARY

A results oriented and commercially aware professional who has extensive experience of managing portfolios to maximize returns. Karen possesses an entrepreneurial spirit, has in-depth knowledge of portfolio management principles and will flourish in any results focused environment. She has a deep understanding of key related fields such as finance, economics, asset management and investment consulting. Possessing superb presentation skills means that she is able to deliver information to audiences in a manner so that it is well received and informative. Right now she is looking for a suitable position with a company that offers good promotional opportunities and impressive financial rewards for its most successful employees.

CAREER HISTORY

PORTFOLIO MANAGER – January 2010 – present
Employers name – Coventry
Responsible for managing the bond and equity portfolios of clients, with a view to maximize their  investment returns.

Duties;

  • Effectively interacting with clients to enhance their relationship with the company.
  • Negotiating with clients.
  • Meeting with prospective clients to present investment strategies to them and to guide them through the sales process.
  • Researching companies and markets.
  • Making informed financial recommendations and decisions.
  • Reporting to senior managers on investment activity and performance.
  • Monitoring and approving equity trades for client portfolios.
  • Participating in investment policy discussions and decisions.
  • Conducting complex mathematical analysis using models.
  • Developing financial models.
  • Keeping an eye on the latest financial news and reports from the markets.
  • Ensuring that all compliance regulations are met.
  • Meeting clients to develop investment objectives.
  • Making sound decisions based on factual information.
  • Attending and contributing to investment policy committee meetings.
  • Preparing new business presentation material.
  • Conducting due diligence on companies and industries.
  • Assessing and interpreting complicated financial information.
  • Maintaining client relationships through regular communication.

TRAINEE MANAGER – May 2008 – January 2010
Employers name – Birmingham

CASHIER – July 2007 – May 2008
Employers name – Birmingham

KEY SKILLS AND COMPETENCIES

Management

  • Ability to work in a fast-paced, team-oriented, collegial and collaborative environment.
  • Proven leadership skills.
  • Client relationship development and management.
  • Knowledge and understanding of the mechanics of various securities markets.
  • Ability to work under stress and meet deadlines.
  • Strong time management skills.

Personal

  • Results driven, with a proven ability to self-manage tasks.
  • Comfortable in a dynamic environment.
  • Ability to work across organizational boundaries.
  • Resource tracking and reporting.
  • Excellent communication and listening skills.

AREAS OF EXPERTISE

Investment Fund Management
Business Development
Cross Selling
Investment Management
Risk Management

ACADEMIC QUALIFICATIONS

Central Birmingham University – Management Degree 2003 – 2007
Aston College – HND 2001 – 2003
Coventry School; O levels Maths (A) English (B) Geography (B) Physics (A)

REFERENCES

Available on request.

 

 

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