Portfolio Analyst Resume Examples

Portfolio Analysts, also referred to as Financial Analysts or Investment Analysts, work to help companies and consumers buy or sell their investments. Responsibilities often listed on sample resumes of Portfolio Analysts include detecting deviations from the portfolio's strategy and assisting with entering orders to re-balance the portfolio. A Bachelor's degree is the minimum educational requirement to become a Portfolio Analyst, and certain employers may even demand a Master's degree to promote their employees to more advanced positions.

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

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Portfolio Analyst

Coordinated the tax lien redemption process across several private equity portfolios.

Resolved lien payoff discrepancies and ensured proper lien satisfaction calculations.
Facilitated tax liens collections and prepared bid packages for municipal tax sale auctions.
Prepared and analyzed P/L reports for active and redeemed tax liens.
Modeled full life cycle financial analysis for each asset from acquisition through disposition.
Recommended innovative alternatives and strategies to increase investors' revenues by 20% and reduce fund costs by 25%.

Candidate Info

years in
workforce

years
at this job

BBA

Finance & Investments

Real Estate Finance

Portfolio Analyst

Collaborated with Portfolio Managers toward managing $4.2 billion assets under management

Researched and analyzed potential equity, fixed income and alternative investments towards implementing portfolio analysis for high net worth and institutional clients
Provided recommendations for the national approved Custom Equity Solutions which allows PM's to buy securities at their own discretion based on proprietary research and analysis
Entrusted with the responsibility of executing trades based on personal research of investment instruments consisting of commercial paper, fixed income, equity and other alternatives
Allocated securities to meet client's tactical/strategic asset allocation guidelines and objectives by trimming/adding positions in domestic & international stocks, fixed income and alternatives
Saved an at risk $75mm client by leading a group of 20 people in the process of pricing a structured note accurately to properly reflect performance
Assisted Portfolio Managers with day to day operations of portfolios with strict due diligence and adherence to bank/industry compliance regulations
Prepared presentations and projects that exhibit thorough research and analysis for PM's to present to clients

Candidate Info

years in
workforce

years
at this job

Business Administration

Finance

Cfa Level-1 Candidate, December 2014

Portfolio Analyst/fixed Income Trader

Responsible for maintaining portfolios and customer relationships for total assets under management of $675 million in 2008.

Managed a short-term individualized bond portfolios in Separately Managed Accounts targeted to high net worth clients with the objective of enhancing yields for client's specific needs.
Evaluated markets to maximize client after tax returns.
Presented overviews of products to clients and Account Managers.
Provided reports to management regarding current market and macro-economic trends.
Reviewed orders to ensure accuracy, compliance and conformance to regulations.

Candidate Info

years in
workforce

years
at this job

Political Science

Management Information Systems/finance

Portfolio Analyst

Actively managed all domestic long-only, 130/30, and market neutral equity strategies, funds, and model portfolios against S&P 500 and Russell 1000 benchmarks. Analyzed and monitored portfolios to find ways to improve the portfolio construction process, and ensure compliance with investment guidelines.

Managed all equity strategies for two years, including market neutral and 130/30 strategies.
Constructed all domestic long-only portfolios on an on-going basis, using Axioma optimization software, and proprietary SAS programs.
Continuously monitored characteristics of my portfolios, and rebalanced as necessary to maintain risk exposures within investment guideline limits.
Ensured low transaction costs when rebalancing portfolios and managing cash flows, by using trading platform algorithms, ECNs, and brokerage trading desks.

Candidate Info

years in
workforce

years
at this job

Engineering Physics

MBA

Finance

Vice President, Senior Portfolio Analyst

Managed an $800MM portfolio of commercial real estate loans and monitored performance against underwritten, approved monthly construction draws and resolved loan compliance issues.

Assisted in establishing 'best practices' for the newly created Portfolio Management Department and instituted procedures for financial reporting and review.
Reported monthly activity for the real estate portfolio to the Merrill Lynch parent company via the Risk Asset Management System (RAMS) - principal and interest, fees, originations and payoffs/modifications and assisted in the design, testing and automation of the system.
Assisted in the testing and implementation of the HSF system for spreading of financials and asset summaries.
Created a hotel FF&E tracking spreadsheet and monitored quarterly remittances.
Risk-rated the portfolio on a quarterly basis and prepared problem exposure reports for senior management.
Participated in quarterly portfolio reviews.

Candidate Info

years in
workforce

years
at this job

Finance

Account Portfolio Analyst

Pioneered group that facilitated the reconciliation process of 5,000 NFP (Northern Focused Portfolio) platform accounts

Increased group's capacity by gaining exposure to the holdings of various NFP models/strategies.
Investigated account discrepancies to insure accurate data and meet client expectation.
Prepared account opening documentation and maintained timely and accurate reports of security and cash positions.
Performed ad hoc analysis in response to client inquiries in support of US Private Wealth Management Clients.

Candidate Info

years in
workforce

year
at this job

Finance

Portfolio Analyst

Managed portfolio management systems for broker groups serving high-net-worth clients

Conducted performance analyses & created valuation reports & investment reviews on portfolios totaling over $1.5 billion
Trained employees on the Axys & Portia portfolio management systems
Assisted broker groups with portfolio construction & provided commentary & market analysis

Candidate Info

years in
workforce

years
at this job

Business Administration

Portfolio Analyst

Prepared, reviewed and posted all tenant billings including CAM, RET's, Tax Abatements, Insurance and Utility Reconciliations for portfolio of retail shopping centers consisted of approximately 3 million sq. ft.

Acted as liaison for all tenant related disputes and reconciled tenant accounts as necessary.
Prepared tenant recovery set up within MRI and established tenant's pro-rata share.
Reviewed/approved lease abstracts prepared by Leasing Department.
Reviewed/posted monthly rent-up for portfolio.
Calculated monthly percentage rent/percentage rent in lieu for all tenants as necessary.
Coordinated with the Property Managers, Collections and Accounting Department to maintain accurate account balances.
Managed all tenant and 3rd party audits providing appropriate levels of support detail.
Assisted with the training of new Portfolio Analysts.

Candidate Info

years in
workforce

years
at this job

Business Management

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