MBA ALERTS in EMAIL:

(Resumes) Accounting Resume Samples | Assistant Portfolio Manager

Accounting Resume Samples | Assistant Portfolio Manager

Accounting Resume Samples
Assistant Portfolio Manager

Mr. ABC
H No-xx, Street No-123,
City, State 000 000,
Country
(0123)-111 1111.

Objective: To get a position as Assistant Portfolio Manager and to gain further experience in portfolio management.

Experience Summary:

  • Extensively handled client portfolio management tasks
  • Possess comprehensive knowledge on portfolio investment environment
Professional Experience:

Portfolio Manager, July 20XX to Present: ABC Accounting Services, New Jersey

  • Efficiently managed global accounts of more than $1 Billion
  • Handled a lot of the company's important clients much to the satisfaction of superiors
  • Implemented ideas on various products and promoted investment in funds by which brought in more assets to the company
Quantitative Analyst, July 20XX to August 20XX Agmark Investments, New Jersey
  • Interacted actively with investment analysts and trading desk to devise fund products that give maximum returns and minimum trading costs
  • Evaluated quantitative stock selection models, now used to managed about $5 Billion in Global/International equity portfolios.
  • Built several earnings growth models, including Economic Value Added (EVA) models and successfully used them in analysis tasks
  • Used models and analysis to create measure by which quantitatively managed accounts rose from $25 Million to $1 Billion in a period of just eight months
Education: 20XX - 20XX Marks' Junior College, abc, NJ
  • Completed a comprehensive secretarial course
Skills
  • Fast Typing
  • Knowledge in using word and excel. Able to quickly learn new software packages