Assistant Portfolio Manager Resume Sample
Cale Rolfson
20759 Bruen Street,
Houston,
TX
+1 (555) 533 7247
Work Experience
Assistant Portfolio Manager
05/2015
-
PRESENT
New York, NY
- Some combination of either/or
- Assist the Portfolio Manager with the management of trade credit and political risk insurance policies in support of transactions owned by U.S. Bank’s International Banking Group. Over time, develop relationships with insurance brokers and other network partners that support the International Banking products and/or transactions
- Administer the bank's participation in the US Exim Bank’s short term insurance program
- Support the process of formulating strategies and recommendations for Ameritas' surplus investmentsSupport strategic opportunities with investment opportunities managed by and through AIP
- Evaluate, select, report, and provide overall evaluation and recommendation of the Ameritas alternative portfolios
- Monitor and maintain relationships with the outsourced managers of Ameritas surplus investments
- Analyze existing and potential investments, utilizing external research and maintaining internal portfolio evaluation and monitoring tools
- Evaluate potential new asset classes as to their suitability
Assistant Portfolio Manager, Chicago Suburbs
02/2009
-
02/2015
Detroit, MI
- Perform investment and department projects as requested
- Chartered Financial Analyst designation required
- Familiarity with Bloomberg & very strong skills with Office software required
- Highly motivated and ethical individual
- Possesses a quick decision making ability and accepts accountability of actions
- Possesses excellent written and verbal communication, negotiating and analytical skills
- Assist the SO’s and RO’s with questions on required account opening and maintenance documentation
- Assist portfolio management team to implement coherent investment strategies for clients and manage clients’ exposure to duration, curve, sector allocation, and risk metrics
Assistant Portfolio Manager Am
03/2006
-
11/2008
Phoenix, AZ
- Support portfolio management by generating and monitoring portfolio analytics and conducting analyses of insurance portfolios’ performance with focus on returns, yields, duration, curve, sectors, and surveillance
- Assist in preparing and reviewing scheduled deliverables and ad hoc client requests, and support Guggenheim’s client relationship efforts
- Contribute to project work as it relates to the team’s use of systems and data
- Assist portfolio management team to implement coherent investment strategies for clients and manage clients’ exposure to duration, curve, sector allocation and risk metrics
- Assist in preparing and reviewing scheduled deliverables and ad hoc client requests and support Guggenheim’s client relationship efforts
- Conducts pricing analysis for credit risk incurred in order to help meet US Bank’s profitability and return objectives
- Work closely with the National Portfolio Manager and key suppliers to develop, execute and analyze marketing promotional plans for the assigned brands
- Monitor marketing calendars nationally and work with regional Key Account Managers to review implementation of marketing programs. Identify market opportunities/potential issues and recommend solutions, providing updates to the National Portfolio Manager and suppliers as requested
Education
Palm Beach Atlantic University
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Strong analytical skills, including experience with investment software
- Strong leadership and innovative problem solving, decision-making, conflict-resolution and motivational skills
- An excellent attention to detail and numerical accuracy; programming skills would be desirable
- Strong analytical background combined with good understanding of real estate markets, transactions and investment holding structures
- Related experience and/or training in Marketing, Sales and/or Business Management
- Strong work ethic - willing to put in the necessary hours to accomplish tasks
- Relevant working experience in the financial markets
How to write Assistant Portfolio Manager Resume
Assistant Portfolio Manager role is responsible for excel, software, leadership, analysis, finance, credit, securities, training, security, trading.
To write great resume for assistant portfolio manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Assistant Portfolio Manager Resume
The section contact information is important in your assistant portfolio manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Assistant Portfolio Manager Resume
The section work experience is an essential part of your assistant portfolio manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous assistant portfolio manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular assistant portfolio manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Assistant Portfolio Manager resume experience can include:
- Monitor deadlines for marketing submissions and tender applications nationally, preparing product information for applications/submissions in advance of deadlines
- Excellent verbal and written communication and formal presentation skills
- Team player and collaborator with excellent leadership skills
- Market analysis skills to support decisions concerning rent rates, capital improvement programs, leasing strategies and property repositioning
- Self-starter, but effective in a team environment; desire to gain more knowledge through experience
- Effectively communicate and interact with the portfolio managers and third parties on trade related queries
Education on an Assistant Portfolio Manager Resume
Make sure to make education a priority on your assistant portfolio manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your assistant portfolio manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Assistant Portfolio Manager Resume
When listing skills on your assistant portfolio manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical assistant portfolio manager skills:
- Strong communication skills – verbal, presentation, and writing
- Experience or relevant internship/work experience
- Demonstrated knowledge of the concepts, principles and practices of strategic planning
- Experience in dealing, settlement and operational support functions
- Knowledge of portfolio management, good understanding of major asset classes and currency markets
- Good understanding of derivative instruments and the use of derivatives in structured solutions
List of Typical Experience For an Assistant Portfolio Manager Resume
1
Experience For Assistant Portfolio Manager, Chicago Suburbs Resume
- Demonstrate the ability to communicate and articulate the effects and impact of a fund rebalance on end clients
- Monitor deadlines for marketing submissions and tender applications nationally, preparing product information for applications/submissions in
- Assist in the preparation of client reporting on a quarterly and ad-hoc basis
- Assist in leading the team and collaboration across departments
- Monitor budgets on monthly basis to track versus plan, notify Portfolio Manager of potential risks, and over/underspends
- Maintain regular contact with sales teams, suppliers and key customers - provides resources and answers questions
2
Experience For Assistant Portfolio Manager, GRE Resume
- Investigate supplier issues, concerns, and/or complaints related to assigned brands
- Assist the National Portfolio Manager during supplier meetings, helping to address performance against plan, effectiveness of pricing, promotional strategies and success of new item launches
- Coordinate and participate in market visits and surveys with suppliers for assigned brands
- Work closely with the regional sales teams to assist in the coordination and preparation of various trade shows, tastings, and events
- Monitor portfolios’ position weights and risk analytics compared to benchmarks and targets. Highlight deviations and enter orders to rebalance portfolios
- Construct trade orders for execution
- Monitor portfolio positions and trade orders for compliance with client guidelines
- Capital flow and currencies hedge managements against the subscriptions/redemptions of each share classes of various fixed income related portfolios
3
Experience For European Assistant Portfolio Manager Resume
- Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy
- Review and resolve any potential post trade compliance breaches
- Understand investment decisions derived from Credit strategy meetings with respect to implementation activities
- Support and maintain the investment related documentation to compliant with the requirements of Taiwan regulations/regulators
- Within each asset class, assist in the recommendation and, with the approval of the Portfolio Director/Manager, action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
4
Experience For Assistant Portfolio Manager Am Resume
- Be an additional point of contact at Cazenove Capital when the Portfolio are not available or busy and, therefore, to develop a relationship of trust with the clients
- Execute trades in client portfolios in line with appropriate mandates
- To maintain financial spreadsheets for large family groups/individual clients
- To support a Portfolio Director/Manager with the day to day administration of an AIM based Inheritance Tax Portfolio Service
- Willingness to study the CISI Masters in Wealth Management or equivalent FCA approved qualification
- Within each asset class, assist in the recommendation and, with the approval of the Portfolio Director, action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
- Be an additional point of contact at Cazenove Capital Management when the Portfolio are not available or busy and, therefore, to develop a relationship of trust with the clients
- The incumbent is required to obtain the full IAD, or equivalent FSA approved RDR compliant qualification, within nine months of joining the Firm
- Assist a Portfolio Director in managing clients' portfolios in line with agreed investment mandate, benchmarks and restrictions
5
Experience For Cim-assistant Portfolio Manager Resume
- Participate with the senior management in the capital raising process
- Review the preparation of property business plans, operating and capital budgets; devise sell/hold strategies for each assigned investment
- To support a Portfolio Director with the day to day administration of an AIM based Inheritance Tax Portfolio Service
- Manage portfolio allocations and performance
- Develop and maintain Portfolio Management Committee compliance reports
- Maintain accurate Portfolio Management Committee procedures
- Fielding various product related questions and inquiries throughout the trading day from accountants, brokers, custodians, authorized participants and market makers
6
Experience For Assistant Portfolio Manager Fixed Income Resume
- Timely investigation and resolution of any client queries relevant to your role
- Assist the team’s Portfolio Directors and Portfolio Managers in managing clients’ portfolios in line with agreed investment mandate, benchmarks and restrictions
- Within each asset class, assist in the recommendation and, with the approval of the Portfolio Managers and Portfolio Directors, action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
- Be an additional point of contact at Cazenove Capital Management when Portfolio Director and Portfolio Manager are not available or busy and, therefore, to develop a relationship of trust with the clients
- Willingness to study the CISI Masters in Wealth Management or equivalent FSA approved qualification
- Be an additional point of contact at Cazenove Capital Management when the Portfolio Directors are not available or busy and, therefore, to develop a relationship of trust with the clients
- Assist in identification and analysis of investment opportunities for the fund
- Actively manage relationships with acquisitions and asset management colleagues to ensure that assets perform and achieve maximum value
7
Experience For Assistant Portfolio Manager Resume
- Participate in the valuation, due diligence, and projections on proposed transactions
- Actively manage assets to maximize short-term return on equity and increase long term economic value
- Assist in the development of processes and guidelines for regular NAV and liquidity analyses
- Determine and oversee portfolio construction and risk management
- Report on performance, budget variances and significant changes in market and property conditions
- Be an additional point of contact at Cazenove Capital Management when the Portfolio Directors and Managers are not available or busy and, therefore, to develop a relationship of trust with the clients
- To meet and receive presentations from the managers of existing and newly-launched funds and assessing their abilities, analysing and assessing their funds’ portfolios and business plans, understanding the fund structures, and monitoring the market for their units
- To undertake due diligence of property funds, including inspecting investments, analysing the funds and property cash flows and stress testing them, analysing the track record of the property managers and then providing an assessment and views on the quality of the property portfolio, pipeline of assets and overall fund
8
Experience For Assistant Portfolio Manager, Chicago Suburbs Resume
- To prepare, improve, and maintain models and databases of the open-ended (and a number of close-ended) funds, including forecasting
- To understand the functioning of the European property market and its short-term and long-term performance potential, including the economic backdrop, and to be able to use that information in fund assessments. To assemble data and maintain databases of European property and economic data for use in analysis and presentations
- To build-up a significant network of European fund managers and other market participants
- To assist the Portfolio Manager with the overall management of the mandate portfolio's including the quarterly strategy reviews of the portfolio as well as assisting with updates to the clients
- Assist in preparing presentational material and, where appropriate, participating in presentations
- Broad understanding of portfolio management and building knowledge through exposure to client portfolio management scenarios
- Aware of the office business plans and understands how their role supports the office/team in achieving its goals
- Define investment strategy, implement strategy by
- Production of robust portfolio proposals and analytical information in support of colleagues in advisory roles
9
Experience For Assistant Portfolio Manager, GRE Resume
- Under direct supervision of more senior Portfolio Managers and Investment Managers
- Provides guidance to more junior team members
- Supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team
- Supports preparation for client review and new client meetings
- Supports client delivery under the guidance of Portfolio Managers/Investment Managers
- Assist in preparing and participate in various presentations, as well as handle day-to-day requests from the clients and to coordinate internally and externally (all functions relevant for the respective mandates)
10
Experience For European Assistant Portfolio Manager Resume
- Proven operational, organizational, project management and execution skills
- Superior communication and organisation skills and are able to work with sophisticated institutional clients on a day-to-day basis
- Possessing investment knowledge
- Prepare, improve, and maintain models and databases of the open-ended and close-ended funds, including forecasting
- Undertake due diligence of newly-launched funds, including inspecting investments
- Monitor existing investments
- Assist with the issue and review of RFP requests and assist with MM-RE’s business development activities
List of Typical Skills For an Assistant Portfolio Manager Resume
1
Skills For Assistant Portfolio Manager, Chicago Suburbs Resume
- Demonstrated financial management abilities both in terms of quantitative and qualitative skills
- Strong communication skills and consultative solution development
- Graduate with strong academics, at least two years relevant industry-related experience and familiarity with the investment process
- Able to demonstrate and evidence Continued Professional Development
- Clear and concise communication skills – oral and written
2
Skills For Assistant Portfolio Manager, GRE Resume
- Development of client interaction skills and awareness of portfolio management and advice processes
- Maintaining and updating performance and trading models to ensure effective fund tracking and proper exposure
- A keen interest and a good basic understanding of the Fund Management industry
- Experience with Microsoft, including Outlook, Word, and Excel
- Investment experience
3
Skills For European Assistant Portfolio Manager Resume
- Experience within Financial Services or Investment Industry
- Demonstrate general knowledge and curiosity about fixed income markets
- Pro-active personality with a strong desire to continually improve and accept challenges to institute change
- Strong attention to detail with low tolerance for errors
- Demonstrates the Brewin Dolphin Values
- Extensive experience with Microsoft Excel, Bloomberg, and Factset
4
Skills For Assistant Portfolio Manager Am Resume
- A strong work ethic and desire to deliver excellence individually and as a team member
- Experience of treasury or finance department work at a major bank or multinational company is seen as advantageous
- Relevant indirect property investment experience (with a focus on primary fund due diligence), coupled with a high level of integrity as well as maturity
- A good understanding of financial and accounting theory and practice
- Performing trades, including cash inflows and outflows, block trades, semi-annual rebalancing and model changes
- Researching and resolving trading discrepancies
- Analyzing and producing historical returns
- Assisting and contributing to new account set up, fund launches, product development and analysis
5
Skills For Cim-assistant Portfolio Manager Resume
- Working with Fixed Income issues (either on the Sell or Buy-side)
- Working knowledge of Aladdin
- Providing input to research on systematic derivative-based solutions and strategies
- Working towards/attains CISI Level 7 Wealth Management Masters
- Processing collateral, margin and wire payments
6
Skills For Assistant Portfolio Manager Fixed Income Resume
- Ensuring trades are booked accurately and in a timely fashion
- Reconciling fund positions, trades and cash movements with various trade support teams
- Develop and review refinancing and restructuring strategies, as well as execution and closing on investment re-financings and exits
- Demonstrable interest and understanding of equity markets and individual company reporting
- Assist with the development, sourcing, and delivery of sales tools required for execution of national marketing programs
- Liaise with other departments internally, including Legal/Compliance, Sales/Marketing, Investment Operations, and other Investment Teams
7
Skills For Assistant Portfolio Manager Resume
- Instruct the transfer team regarding stock transfers between portfolios and to/from external managers for clients transferring in/out
- Assist Senior Management in preparing and updating market research analyses of the fund’s target markets
- CFA or studying towards
- Confident in representing AllianceBernstein in the market place
- Analyze brand performance by market and supplier on a monthly basis and report findings to Portfolio Manager and Director of Marketing
- Assist the National Portfolio Manager in developing actions plan to address any areas of concern
- Assist a Portfolio Director/Manager in managing clients’ portfolios in line with agreed investment mandate, benchmarks and restrictions
8
Skills For Assistant Portfolio Manager, Chicago Suburbs Resume
- Check bargains, monitor outstanding deals and report/monitor errors
- The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within nine months of joining the Firm
- Assist a Portfolio Director in managing clients’ portfolios in line with agreed investment mandate, benchmarks and restrictions
- Maintain correct coding and document client requests and restrictions
- Portfolio management and implementation of various systematic, outcome-oriented mandates and funds, including management of derivative portfolios and strategies
- Attending meetings with clients on occasional basis
- Order generation and execution of listed and OTC derivatives
9
Skills For Assistant Portfolio Manager, GRE Resume
- Contribution to development of systems and operational processes
- Internal communication as required with respect to portfolios and derivative-related topics
- Physical demands with activity or condition existing a considerable amount of time include sitting and typing/keyboarding using a computer (i.e., keyboard, mouse, and monitor) or calculator
- Proven track record in managing simultaneous projects from conception through to completion
- Willing to work outside traditional hours/days on occasion
- Fixed Income: Core, municipal, investment grade, high yield
- Equities: Domestic large and small cap, global/international
- Alternatives: Hedge fund replication
10
Skills For European Assistant Portfolio Manager Resume
- Specialty: Merger arbitrage, commodity, real estate
- Extensive knowledge of MS Office Suites and/or software (e.g. Adobe Creative Suite)
- SITE/SICE qualification or, if not, willingness to acquire this qualification at the earliest convenience
- Familiar with investment related regulations in Taiwan
- Intermediate level in Microsoft Word, Excel and PowerPoint
- Accuracy, numeracy, attention to detail
- Meet deadlines/work within restricted timescales
- Flexible and reliable team member
- Work on own initiative to achieve required results
List of Typical Responsibilities For an Assistant Portfolio Manager Resume
1
Responsibilities For Assistant Portfolio Manager, Chicago Suburbs Resume
- Detail oriented, and organized
- Collaborative and inclusive approach to work
- Extensive knowledge of performance measurement and portfolio analysis concepts
- Excellent organizational skills and attention to detail with the ability to prioritize effectively, handle multiple projects under tight deadlines, identify/ flag/resolve potential issues early on
- Knowledge of basic financial concepts and terms; familiarity with various financial products, particularly ETFs, equities and derivatives (swaps, futures, options)
2
Responsibilities For Assistant Portfolio Manager, GRE Resume
- Strong organizational and administrative skills; attention to detail
- Expertise in a variety of financial concepts, practices, and procedures
- Understand the functioning of the global property markets and its short-term and long-term performance potential, including the economic backdrop, and be able to use that information in fund assessments
- Familiarity with Reuters and Bloomberg
- A relevant portfolio management experience, coupled with good knowledge of investment solution design (e.g. experience in portfolio management, asset management, structuring within asset management or investment banking industry)
3
Responsibilities For European Assistant Portfolio Manager Resume
- Been working for a real estate fund of funds, consultant or institutional investor, and have good understanding of multi-managers universe and European property market
- Outstanding analytical skills (ability to critically analyse ideas and proposals is key and therefore some experience in an analytical role is essential), coupled with excellent modelling skills and proficiency in MS Excel
- Manage small holdings
- Advance of deadlines
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