Fund Manager Resume Samples

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Fund Managers, or Portfolio Strategy Investment Managers, oversee investors' assets and manage securities on their behalves. Responsibilities shown on example resumes of Fund Managers include leading weekly fund meetings, preparing weekly performance reports, overseeing financial transactions, and maintaining accurate portfolio records of all trades. Those interested in applying to be a Fund Manager must have a bachelor's degree on their resumes, or a master's degree for advancement, along with professional licensing, depending on the type of financial products in which the Fund Manager specializes.

For more information on what it takes to be a Fund Manager, check out our complete Fund Manager Job Description.

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1

Founder and Fund Manager

Founded and managed Sanabil Capital Fund. The fund employed various options strategies in US equity and futures markets.

  • Interacted with legal counsel to generate fund documentation, established performance reporting standards and developed marketing material.
  • Grew the fund from $1M in AUM to $28M AUM in 9 years.
  • Responsible for the survival of the newly launched fund in the 2008 crisis and its eventual success after the crisis.
  • Created a small technology and operations group in India.
  • Have provided tremendous lifetime gains to clients despite recent losses. Closed the fund while still ahead.
Candidate Info
24
years in
workforce
7
years
at this job
BS
Computer Science And Engineering
2

Annual Fund Manager

Successfully coordinated and implemented a comprehensive annual giving program designed to generate annual renewable gifts.

  • After the elimination of the Director position, successfully managed all fundraising activities while increasing total giving and decreasing expenses.
  • Personally cultivated and solicited from a portfolio of 100 donors and assisted officers and board members with individual solicitations.
  • Created an annual giving strategy for the integration of phonathon, direct mail, e-mail and personal solicitations.
  • Managed In-kind donations, Volunteers, Donor Stewardship and Civic Organization Programs.
  • Cultivated and solicited businesses and civic organizations for event sponsorships.
  • Submitted and managed the fundraising budget, set Annual Fund goals, provided strategic direction and reported results to board members.
Candidate Info
12
years in
workforce
2
years
at this job
HS
High School Diploma
BA
Bachelor of Arts
3

Fund Manager

Co-led long-only equity fund managed by selected graduate students at IIT Stuart School of Business.

  • Achieved an average quarterly return of 8.69% since the third quarter of 2012, and reported quarterly fund performance to the board of directors.
  • Measured and evaluated the fund performance. Generate a total gain of 11.59% from August 2012 to March 2013.
  • Rebalanced portfolio weekly. Kept fund bearing an average volatility of 11.93% (annualized), which is less than that of benchmark, S&P 500, 12.59%.
Candidate Info
2
years in
workforce
11
months
at this job
BA
Infofrmation System And Information Management
MS
Management Of Risk
4

Assistant Fund Manager

Directed teams of 12 executives from 500 organizations and helped with project execution through utilizing a business tool called FinancialLink and eliminated project hurdles for smoother and more responsive operations

  • Managed roughly 80 projects and coordinated all budgeting deadlines and funding allocations from sponsors
  • Involved in upscaling and downscaling project ideas to present to managers, increasing business efficiency by 5%
  • Acted as project manager in fiscally advising executive officers from ideation to execution of campus wide events
Candidate Info
14
years in
workforce
3
years
at this job
BA
Business
5

Endowment Fund Manager Internship

Applied for and was granted position by the Head of Finance Department of [company name]

  • Controlled a $3 million portfolio invested exclusively in U.S. listed equity securities
  • Perfected presentation of dealbooks, pitchbooks and in depth 10-K analyses to fund managers.
  • Completed and presented to fund managers qualitative analyses of selected companies' quality of earnings, strategy, sources of revenue, product life cycles, executive management compensation, industry, SWOT analyses, and the competitors' strategies.
  • Evaluated companies as compared to their peers by designing a pro-forma statements and performing historical five year quantitative analyses involving analyzing current ratio, quick ratio, cash ratio, asset turnover ratios, debt ratios, times interest earned, margins, and return on assets and equity.
  • Calculated and presented to fund managers price multiple valuations using various methods, discounted cash flows, weighted average cost of capital and price multiple expectations.
  • Studied and applied principles of Peter Lynch, Jeffrey Hooke, Benjamin Graham, and David Dodd of Wall Street resulting in positive portfolio growth in a bear market
  • Presented to fund managers "Do Not Buy" Recommendations that resulted in our fund saving 60% of the initial equity positions in excess to the S&P 500 (i.e. GMCR & GEOY).
Candidate Info
5
years in
workforce
10
months
at this job
BS
Business Administration
6

Mutual Fund Manager / ING Biotechnology Fund / Project Manager / Risk Manager

Biotechnology fund simulations over performed benchmark by 9% annually - Information Ratio 15.0

  • Presented detailed performance and return analysis data to ING Directors & CIO
  • Project Manager mutual fund development
  • Responsible for evaluating and selecting providers of advanced portfolio analytics and optimization software;
  • Created power point marketing presentation for national sales force meeting
  • Fielded questions and held individual information sessions for interested brokers
  • Directed all fund activities
  • Developed method to over perform index via long/short platform
Candidate Info
57
years in
workforce
2
years
at this job
BA
Economics & English
7

Business Loan Fund Manager/cdfi Organizer

Provide Technical Assistance to clients in Loan application, business plans, marketing, cash flows, organization

  • Promote and Market loan fund, organize and promote workshops held in collaboration with the Small business Development Center and the Small Business Administration
  • Indian Equity Fund local technical assistance provider and evaluator, wrote state grants to fund loan fund, and Native American CDFI Assistance grant for Department of Treasury
  • Apply and manage annual Montana Indian Country Economic Development Grant, $70,000
  • Community Development Financial Institution: Lead organizer, performed market analysis, wrote business plan and organized steering committee.
  • Served as Acting Director of Economic Development Department 11-12 to 2-13
Candidate Info
10
years in
workforce
8
years
at this job
AA
Business Administration
BS
Business Administration
MA
Master of Arts
8

Annual Fund Manager

Created and implemented appropriate programs to increase both annual fund dollars and annual fund donors, with an overall fiscal year goal of $300k.

  • Managed all aspects of the broad fundraising appeals - mailings, telefundraising, email and website in a coordinated manner with the development officers and communications team.
  • Regularly telephoned and made-in-person solicitations to higher-level annual giving prospects.
  • Managed all aspects of the annual fund donor data, including data acquisition (internally and externally), data entry and data output, coordinating with the database administrator as needed to ensure data integrity.
Candidate Info
15
years in
workforce
1
year
at this job
BA
Communications
9

Founder/fund Manager

  • Initiated new management company and fund – raised over $500,000
  • Implemented investment strategy and lead trading activities
  • Managed relationships with fund investors including providing periodic statements
  • Worked extensively with external legal counsel and accounting specialists
  • Administered submission of ongoing fund operating data to contracted specialists
  • Reconciled the fund’s brokerage statements with actual trading/transaction activity
Candidate Info
11
years in
workforce
5
years
at this job
10

Annual Fund Manager

  • Directed and organized all aspects of the Annual Fund campaign including the development of solicitation materials and rewriting the volunteer handbook; organizing all related events.
  • Recruited Annual Fund volunteers and grade captains.
  • Managed office transition to Raiser's Edge by designing spreadsheet to coordinate incoming gifts and pledges; recoded all constituent records, including parents, students, alumni, board members and grandparents.
  • Created weekly financial reports for the Annual Fund volunteers, grade captains and development co-chairs.
  • Liaised with board development co-chairs and senior school administration on all aspects of the development effort, providing on-going progress reports.
  • Assisted Director of Development in event planning including the PTA's Spring Auction and Benefit, the first New Parent Reception, and High School Night.
  • Surpassed the budgeted goal of […] for […] by 20%, raising […]
Candidate Info
8
years in
workforce
1
year
at this job
C
Certificate
BA
Psychology
MA
Therapeutic Recreation Administration And Services

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