Assistant Portfolio Manager Resume Samples - Page 2

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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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11

Research Analyst / Assistant Portfolio Manager

  • Led portfolio construction procedures using risk-adjusted quantitative model to obtain potential investment list for $250 million “Equity Income” product that outperformed benchmark by 15%
  • Performed financial and operational analysis to identify investment opportunities while accessing risk in high-yield company universe and presented strategic recommendations to Senior Management
  • Developed improvements to streamline rebalance processes for Equity Income portfolio
  • Coordinated cross-functional project to develop marketing template for fund data and performance
  • Executed operational rebalance procedures and coordinated with international team to implement trading for European "research enhanced" portfolio
  • Composed commentary and performance attribution for Senior Management and client review
Candidate Info
5
years in
workforce
3
years
at this job
BBA
Finance
MA
Finance
12

Assistant Portfolio Manager

Performed comparative analysis utilizing financial models and spreadsheets in Excel to identify weaknesses in performance structures

  • Analyzed clients individual investment holdings totaling up to two million in assets
  • Assemble and analyze quarterly investment analysis including: performance charts, lagging performance reports, and fund hypotheticals using investment view
  • Utilized Morningstar and Thomson Reuters to research stocks, mutual funds, and annuities
  • Facilitated in the development of customized financial strategies for future clients
  • Performed cost basis analysis for clients equity and bond funds
  • Drafted and developed letters for the allocation of funds into recommended investment sectors or funds
  • Managed day-to-day administrative duties such as data entry, compiling switch forms, new account forms, and filing client information
Candidate Info
7
years in
workforce
10
months
at this job
AA
Business
BS
Finance
13

Assistant Portfolio Manager

Managed 25 plus retail and office buildings, over 500,000 square feet, monitoring the day to day operation, staff, maintenance of each site

  • Conducted property inspections, evaluated vendor performance, and presented viable maintenance solutions in consideration of the established budget
  • Procured bids and negotiated contracts for repairs, projects, and maintenance
  • Prepared yearly budgets, annual CAM reconciliations, and monthly financial analysis reports for property owners
  • Developed professional relationships with vendors, clients and tenants, facilitating the successful operation of the all properties
  • Maintained tenant and vendor contact lists and files, answer tenant questions,
  • Reviewed and approved variance reports and monthly billing statements, and processed invoices for payment
Candidate Info
5
years in
workforce
3
years
at this job
BA
Spanish
14

Assistant Portfolio Manager

Managed over 400 accounts for the top two performing Senior Portfolio Managers including all trading and bank reconciliation of individuals and corporations netting $5 million and above.

  • Trained all new employees on a variety of company software systems.
  • Hired and supervised a team of four interns.
  • Created monthly, quarterly and annual new business reports to be distributed throughout company.
Candidate Info
2
years in
workforce
2
years
at this job
BA
Mass Communications
15

Assistant Portfolio Manager

Quantified and assisted in the development of strategies to monitor and mitigate fixed income risks

  • Maintained and ran the company's investment risk management systems
  • Performed analysis to assist ABS, CMBS, RMBS and Corporate bond portfolio managers
  • Participated in setting the investment risk mitigation strategy
  • Generated investment ideas and executed trades
  • Implemented and ran the company's alternative asset investment process
  • Sourced and screened alternative asset partnerships for potential investments
  • Monitored existing private partnerships and made recommendations for additional investments
Candidate Info
10
years in
workforce
2
years
at this job
MA
Finance
16

Assistant Portfolio Manager

Financially analyzed more than 20 stocks in domestic and emerging markets in both technical and fundamental approach.

  • Created financial modules to accurately examine average marginal return and cost.
  • Conducted risk management on individual transactions and portfolio management.
  • Wrote and compiled weekly hedge fund reports and letters.
  • Evaluated market information and reported daily market activities to traders.
Candidate Info
2
years in
workforce
1
year
at this job
BA
Economics
Pre-business Studies
17

Assistant Portfolio Manager (treasury)

Performed credit analysis on whole-loan CMO's

  • Executed treasury and agency securities trades
  • Designed and maintained weekly, monthly, and quarterly management reports
  • Performed fixed-income portfolio analysis using Salomon Brothers Yieldbook software
  • Served as back-up portfolio manager for ABS and CMBS securities in the bank's $9 billion portfolio
  • Developed a database-driven process that resulted in a 98% timesaving in uploading portfolios
Candidate Info
5
years in
workforce
1
year
at this job
BS
Business Administration
MA
Business Administration, Management
18

Assistant Portfolio Manager

  • Researched and analyzed assets with asymmetric return profiles to build hedge fund co-founded with older brother
  • Created comprehensive analyses and reports on fund investments, returns and objectives for investors and acted as primary investor liaison
  • Developed various marketing materials (presentations, pitch books, etc.) presented to potential investors
  • Sought out and evaluated new investment opportunities, focusing on distressed markets such as residential real estate and the financial sector
  • Coordinated and completed all required legal procedures and documentation with the Secretary of State to establish LLC
  • Oversaw 30% net returns during the first year of the fund's existence
Candidate Info
4
years in
workforce
2
years
at this job
BS
Economics
BS
Business Administration
19

Sales, Customer Service, Assistant Portfolio Manager

Outbound and Inbound Sales and Customer Service with National and International Clients.

  • Assisted Clients In A Variety of Product Offerings utilizing a Consultative Sales Approach.
  • Maintained Customer Contact and Follow-Up Through Contact Management System.
  • Consistently Exceeded Sales Expectations and Quotas by 10%.
  • Generated Prospect Interest in Diversifying Financial Portfolio.
Candidate Info
15
years in
workforce
6
years
at this job
Music/vocal Performance
20

Assistant Portfolio Manager

  • Assistant Portfolio Manager to the General Manager.
  • Managed over 650 thousand square feet of commercial, residential, retail and industrial
  • Performed property inspections on newly acquired and existing property.
  • Produced monthly income and expense reports, re-forecasts reports and quarterly CAM
  • Managed and monitored on-site property managers and vendors for scheduled property
Candidate Info
12
years in
workforce
2
years
at this job
Building Inspection And International Building Codes
Marketing And Advertising

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