Assistant Portfolio Manager Resume Samples

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An Assistant Portfolio Manager works closely with a team of analysts and researchers in order to reach a final investment decision with regard to fund or asset management. An Assistant Portfolio Manager's sample resume will include such skills as maintaining and updating economic outlook reports, as well as managing a firm's client service reporting via both performance and portfolio analyses. The educational background of an Assistant Portfolio Manager can include a degree in one of the following fields: computer science, engineering, physics, or biology.

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1

Assistant Portfolio Manager

Conducted financial modeling and analysis, performance attribution to measure ROI and traded Investment Grade securities and equities for institutions and high net-worth clients.

  • Modeled all existing and potential client portfolios and provided recommendations for allocation and investments.
  • Researched securities and advised Portfolio Manager on investment potential.
  • Recommended investment strategy and allocations based on anticipated duration, yield, and maturity of securities.
  • Traded securities in Investment-Grade Fixed Income bonds and equities for portfolios totaling $500M.
  • Increased operating efficiency in the trading department by 200% through eliminating redundancies and streamlining procedures.
  • Sold $2 million of corporate-backed Municipal bonds before market crash destroyed their value.
  • Wrote quarterly letter to clients analyzing portfolio performance using Bloomberg, Axys and Axiom.
Candidate Info
4
years in
workforce
3
years
at this job
BA
Economics And Psychology
MA
Finance
2

Assistant Portfolio Manager

Supervised eight to ten junior and senior fund accountants for the Bank of America International
Mutual Funds relationship

  • Analyzed key areas of daily operations in order to ensure accuracy and compliance with procedures and controls which include verifying Net Asset Values prior to release to NASDAQ
  • Ensured completeness and timeliness of reporting to clients and internal departments through the evaluation of monthly, quarterly and annual reconciliation packages by accountants
  • Assigned responsibilities and ensured an efficient work environment by training new employees and assessing accountants through written evaluations
  • Reviewed accounting related issues that included past due income, cash balances, and corporate actions through weekly cash reconciliation meetings with fund manager
  • Involved with the developmental process of running stream line products up for presentation for client
Candidate Info
8
years in
workforce
2
years
at this job
BBA
Finance
MA
Master of Arts
3

Assistant Portfolio Manager

Researched and managed 500mm in fixed income assets under Managing Director for institutions and high net worth clients.

  • Traded average of 5-10 securities daily in Investment-Grade Fixed Income bonds and equities for portfolios totaling $500M.
  • Researched securities and advised Portfolio Manager on investment potential.
  • Sold $2 million of corporate-backed Municipal bonds before market crash destroyed their value.
  • Recommended investment strategy and allocations based on anticipated duration, yield, and maturity of securities.
  • Modeled all existing and potential client portfolios and provided recommendations for allocation and investments.
  • Wrote quarterly letter to clients analyzing portfolio performance using Bloomberg, Axys and Axiom.
  • Increased operating efficiency in the trading department by 200% through eliminating redundancies and streamlining procedures.
Candidate Info
4
years in
workforce
3
years
at this job
BA
Economics/psychology
MA
Finance
4

Vice President, Assistant Portfolio Manager/trader

[company name] LLC is a registered investment advisor, with at one time, over $14 billion in assets.

  • Managed and traded over $1.9 billion dollars in equity and fixed income for high-net worth clients
  • Communicated and actively traded large open block orders with various sell side trading desks
  • Successfully completed fundamental research projects utilizing economic, market, and accounting data
  • Constructed portfolios against firm models and recommend adjustments to portfolio manager
  • Performed analysis using financial statements, DCF, ratios, and peer multiples/comparables
  • Conducted reviews and conference calls with clients, brokers, and institutional consultants
Candidate Info
5
years in
workforce
5
years
at this job
C
Nonprofit Management
BA
Political Science
MA
Finance And Entrepreneurship
5

Assistant Portfolio Manager

Designed, modeled, and implemented alpha-generating strategies in a multi-asset portfolio of $50M.

  • Established a macro thesis in order to identify sectors, regions, and companies to invest. Conducted fundamental analysis on each company of interest to determine price targets and growth potential.
  • Utilized technical analysis to establish entry, exit, and stop-out prices for all investments in order to maximize alpha.
  • Generated trade ideas by attending industry conferences, reviewing company fundamentals, listening to firm conferences, and reading sell side research.
  • Acted as the macro economist on the desk to establish a short, medium, and long term view of the world markets.
  • Managed idea-generating meetings and chat rooms to create a cohesive team environment.
Candidate Info
7
years in
workforce
4
years
at this job
BA
Economics
MA
Finance
6

Assistant Portfolio Manager

Helped manage 3 China-focused Hedge Funds and one Global Fund with over $200 Million AUM combined.

  • Created Interfaces for Quantitative Models (see below) so other team members can backtest custom parameters.
  • Improved the Turtle Trend-following model by allowing custom weight-control parameters for different stocks.
  • Designed an All-Weather Asset Allocation strategy that delivered returns comparable to the Nasdaq-100 index at a fraction of the volatility and drawdowns in both backtested and real-world performance.
  • Ran historical simulations of several of AAII's Stock Screens on a monthly basis from 1998 to now.
  • Executed trades for illiquid Stocks and Options as well as liquid ETFs and Futures.
  • Created various scripts in Matlab and VBA to generate daily reports on portfolio holdings including Option Payoff Diagrams, Technical Indicator Readings, and Risk/Return Plots.
  • Trained Junior Fund Accountants in the use of the Beauchamp software and assisted in daily Fund Accounting.
Candidate Info
6
years in
workforce
5
years
at this job
BS
Computational Engineering Science
MS
Engineering
MS
Financial Engineering
7

Assistant Portfolio Manager

Directed and steered positive relationships with key clients, to boost revenue and profits for the organization. Managed daily banking responsibilities for a comprehensive client portfolios. Effectively analyzes existing profiles while looking for new ways to optimize portfolios. Performed client relationship management, including assisting clients in supporting investment objectives and financial expectations. Continuously upgraded with latest economic knowledge, and facilitated clients by making rate and pricing adjustments. Handled a corporate customer portfolio that consisted of more than forty corporations with a total volume of $500 Million including deposits, loans and non-cash items that contributed to the branch's profit for four consecutive years. Conducted detailed financial analysis, including SWAT analysis, to propose credit limits for customers.

  • Utilized sound negotiation and effective communication skills, to close complex financial solutions and offerings
  • Assessed the feasibility of capital investment projects and provided the medium and long term loans
  • Performed service delivery and excellence, to research funds from international branches and subsidiaries, which addresses low cost financial needs
  • Aided business development efforts, via offering short-medium term money market instruments, structured products and fixed income instruments in coordination with Treasury department
  • Stringently adhered with regulations, and complied with the bank's policies and Turkish banking regulations against fraud and money laundering activities
Candidate Info
4
years in
workforce
4
years
at this job
BA
Economics
MA
Accounting & Finance
MA
Economics
8

Assistant Portfolio Manager

  • Enhanced investment strategy with an increased return of 24% in the first year of managing the portfolio.
  • Trained and managed employees in processes and application of investment system.
  • Worked closely with compliance officer to ensure SEC compliance of entire company, from trading to disclosures and reporting.
  • Maintained investment universe of 250 companies across 35 industries, while detailing full security analysis for the 35 to 45 companies owned in portfolio.
Candidate Info
3
years in
workforce
3
years
at this job
BBA
Business Management
MS
Finance
9

Assistant Portfolio Manager - Global Asset Management

Assisted two global portfolio managers with 200 investment management accounts with assets under management in excess of $1.5 billion

  • Provided broad based investment advice, research coverage and execution services to high net worth clients
  • Experience with domestic and foreign equities and fixed income securities, and mutual funds
  • Managed cash assets, investing free cash reserves in short-term money market instruments
  • Coordinated all trades executed within the accounts by the portfolio manager
  • Reviewed accounts to ensure compliance with asset allocation guidelines
Candidate Info
4
years in
workforce
2
years
at this job
BS
Marketing And Management
10

Assistant Portfolio Manager/compliance Officer

Performed top down and bottom up financial analysis in conjunction with senior portfolio managers to prepare proposals for the investment committee

  • Drafted buy/sell recommendations for individual client portfolios to align model portfolios and executed corresponding trades
  • Oversaw daily portfolio management for over two hundred separately managed accounts and communicated daily with clients to explain portfolio holdings and the firm's investment strategy
  • Calculated the firm's performance in accordance with industry standards (GIPS) and prepared sales and marketing materials
  • Directed a mock audit of the firm with a third party compliance agency to determine potential compliance weaknesses and to test the effectiveness of current policies
Candidate Info
5
years in
workforce
3
years
at this job
BA
Economics
Economics Study Group

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