Sample Assistant Portfolio Manager Resume
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Richard Anderson1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.
Objective: To get a position as Assistant Portfolio Manager and to gain further experience in portfolio management.
Experience Summary:
- Extensively handled client portfolio management tasks
- Possess comprehensive knowledge on portfolio investment environment
Portfolio Manager, July 20XX to Present
ABC Accounting Services, New Jersey
- Efficiently managed global accounts of more than $1 Billion
- Handled a lot of the company's important clients much to the satisfaction of superiors
- Implemented ideas on various products and promoted investment in funds by which brought in more assets to the company
Agmark Investments, New Jersey
- Interacted actively with investment analysts and trading desk to devise fund products that give maximum returns and minimum trading costs
- Evaluated quantitative stock selection models, now used to managed about $5 Billion in Global/International equity portfolios.
- Built several earnings growth models, including Economic Value Added (EVA) models and successfully used them in analysis tasks
- Used models and analysis to create measure by which quantitatively managed accounts rose from $25 Million to $1 Billion in a period of just eight months
20XX - 20XX Marks' Junior College, Camden, NJ
- Completed a comprehensive secretarial course
- Fast Typing
- Knowledge in using word and excel. Able to quickly learn new software packages
Furnished upon request