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Fund Manager Resume Samples
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6-10 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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%.
0-5 years of experience
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
0-5 years of experience
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).
0-5 years of experience
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
6-10 years of experience
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
0-5 years of experience
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.
0-5 years of experience
- 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
0-5 years of experience
- 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
0-5 years of experience
- Designed and implemented all direct mail appeals for annual campaign
- Oversaw donor stewardship process including creation of all thank you, impact, and gift receipt letters
- Served as direct supervisor to Database Manager in charge of database upkeep, report generation, and gift acknowledgement
- Ensured effective utilization of Raiser’s Edge database to maximize organizational benefit
- Stretched beyond role to fill various organizational needs including volunteer management, social media, and grant editing
0-5 years of experience
- One of 28 MFIN students selected by the faculty to manage a portfolio worth
- Performed critical examination of recent top academic research on market efficiency, abnormal returns, etc.
- Constructed proprietary investment models in three-student teams, and actively invested over in S&P 400 stocks that will be held for three years
0-5 years of experience
Determined the most cost and tax-efficient off-shore fund structure then registered the first off-shore limited partnership with the FSC in Mauritius in September 2012.
- Prepared the marketing information for investors, identified potential investors and went on international road-shows to pre-market the fund to potential investors.
- Set up the first private equity fund manager to be registered with the Nigerian Securities and Exchange Commission after a long moratorium on registration.
- Negotiated the development partnership with Liberty Properties, the Standard Bank South Africa-owned real estate giant which owns Sandton and V&A Waterfront malls.
- Responsible for overall management of the fund as well as making suitable investments in hotels and shopping malls in Nigeria and West Africa.
- Business Development, relationship management, structuring financing for hotels and other infrastructure projects in Africa.
- General management of start-up financial services company including staff development and training.
0-5 years of experience
- Engaged with markets to research and recommend potential trading ideas.
- Covered multiple asset classes: Equity Index (US, UK, Germany and China), Commodity
- Researched macroeconomics and industry trends, analyzed market drivers, monitored and analyzed the impacts of the flow news across regions, performed technical analysis.
- Established new investor relationships, and assisted fund sales which involved cold calls and emails.
0-5 years of experience
- Led weekly fund meetings, prepared weekly performance reports, oversaw all
- Researched and valuated stocks using DCF valuation and comparable analysis
- Served as mentor for new analysts in order to develop valuation and research skillsets
0-5 years of experience
Managed the department’s pre and post award contract and grant activities.
- Oversaw all aspects of management of funds totaling approximately $8 million dollars.
- Handled funds from the following sources: Federal, State, Private, UC Foundation/Gifts, and Revenue generating activities etc.
- Trained, monitored, approved and provided expertise to department support staff in preparation of online or paper financial transactions such as personnel actions, special payroll check requests, high and low value purchase orders, payment authorizations, and travel requests.
6-10 years of experience
Manage Federal, private, philanthropic funding, totaling over $24 million, for the Computational Biology program; the Gerstner Sloan Kettering School of Bio Medical Sciences; Departments of Neurology and Neurosurgery
- Prepare the yearly budget for each department; analyze spending patterns, revenue trends; ensure full compliance with institutional policies and funder award guidelines; make necessary recommendations; oversee reporting of funds
- Liaise with the Finance Department, Accounts Payable, Procurement, Grants and Contracts and other departments within MSKCC
- Prepare monthly spending reports and quarterly departmental reports for investigators and conduct monthly meetings with each investigator
- Review and revise quarterly effort reporting reports for Federal grants
- Provide mentorship toward new employees. Prepared detailed and regular training session
- Reconcile the MSKCC credit card invoices on a monthly basis
0-5 years of experience
- Managed Star Capital Appreciation Fund, $85M midcap quant equity mutual fund.
- Created investment models, including S&P 500 sector analysis model, for use in quantifying top down investment philosophy by bridging economic outlook with sector weighting.
- Member of Trust Department Investment Policy Committee. Participated in creating economic forecasts, equity and interest rate strategy, and sector and asset allocation recommendations.
0-5 years of experience
Proven track record and experience in progressively increasing donations by successfully leading the annual giving program with revenues in excess of $1,000,000
- Identify and qualify individuals who have leadership level capacity using a deliberate moves management system
- Ensure school is leader among peers as measured externally in terms of dollars raised, participation percentage, giving consistency and average gift size
- Write, edit and produce monthly e-newsletter to raise visibility and understanding of Development at school
- Chair auction of yearly Parents Association Gala
- Plan and organize cultivation and stewardship events
0-5 years of experience
Maintained the financial books and records of the Benefit Funds
- Prepared monthly financial reports and presented them to the Board at monthly meetings
- Reviewed payroll audit findings with auditors, employers, and benefit funds representatives
- Served as liaison for vendors, auditors and third party administrator
- Supervised and provided required training for office staff of 12 employees
- Administered biweekly payroll and employee benefits programs such as vacation, sick days, health, STD, and SEP-IRA plans
- Guaranteed receipt and timeliness of proper I-9 identification
- Ensured HIPAA compliance at all times
- Facilitated the enrollment of multiple new employer groups in the health and welfare fund
- Integral team member in implementing a revolutionary healthy living wellness & management program
- Integrated the administration of a second multiemployer pension plan of 580 retirees and 175 actives into the 727 Pension Plan
0-5 years of experience
Oversaw all aspects of annual fund raising campaign for 8,000+ donors; $2.5 million budget
- Ahead of pace to reach 2012 annual fundraising goals
- Exceeded sponsor revenue goal and attendee goal for two major annual fund raising events generating more than
- Supervised three full time staff members, part time grant writer and Young Friends group
- Worked independently without a supervisor for six months
- Exceeded 2011 annual fundraising goals
- Decreased overall department expenses
- Oversaw three fundraising events and one member appreciation event
- Influenced changing the dynamics of the office to a more positive and pleasant work environment
- Quickly built and strengthened relationships with donors and agency partners
0-5 years of experience
Perform comprehensive and detail review of financial statement packages in adherence with standard procedures including GAAP and S-X requirements and other regulatory filings as necessary
- Review the General Ledger accounts reconciliations and help to resolve issues as needed
- Oversee expense analysis and budgeting for clients including expense accruals and open invoices review
- Manage staff, including assigning and supervising activities, providing regular feedback, and training new employees
- Recipient of the Achievement Award in 2011
6-10 years of experience
Generate new investment ideas for client approved list and mutual fund holdings using appropriate risk/ return objectives and specific client constraints
- Analyze and report financial performance of equity and fixed income funds held in individual client portfolios and global equities held in mutual funds managed by [company name]
- Investment Committee member with primary responsibility of presenting new investment ideas and communicating updated analysis of individual securities and funds held in client accounts
- Leverage Bloomberg capabilities to enhance the quality and efficiency of fundamental security analysis and fund attribution analysis
- Monitor current holdings, focusing on the impact of economic developments, industry news and corporate actions on security valuation
- Develop actionable data intelligence for presentation to clients and shareholders
0-5 years of experience
Review payroll and collection audits of employers who participate in the Health and Welfare, Pension and Legal and Education Funds for consistency, accuracy and to ensure compliance with ERISA.
- Review submitted pension applications for the 727 and Chicago Newspaper Drivers Union Pension Funds.
- Prepare memorandums for Trustees based on the review and interpretation of the Summary Plan Description and Plan Documents;
- Calculate Pension amounts after they have been approved by the Trustees in accordance to the Plan Documents.
- Prepare reports and memorandums for the monthly Local 727 Trustees meeting and quarterly Chicago Newspaper Drivers Union Trustees meeting.
- Assist the Fund Manager in the daily administration of all the Funds, the supervision of office staff and training of office staff.
0-5 years of experience
Perform and evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation
- Manage a portfolio valued at approximately $15,000 dollars
- Lead a sector coverage team in presenting securities to peers and investment committee
- Manage investment funds to maximize return on client investments
0-5 years of experience
Acts as primary day-to-day contact for client banking operations and fund inquiries
- Provides daily client services that include: fund setups; billing; tax reclaims; market openings and documentation; corporate actions; security ID registration and client system access
- Leads compliance fiduciary reviews and audits
- Manages support staff to monitor and rectify client issues and perform service level reviews
- Oversees reporting and analysis for regulatory compliance, portfolio holdings, corporate actions, proxy, and tax reclaims / tax relief-at-source
- Manages various client-facing applications; directs set up, and training for client and oversees new product rollouts
Fund Manager Duties and Responsibilities
Based on postings that we analyzed, most fund managers share several essential duties:
Direct Client Investment Activities The primary role of a fund manager is directing client investment activities for stocks, bonds, and securities within a particular fund. Fund managers conduct analysis to determine which securities provide the greatest return on investment and mitigate client risk. Many also take an active role in managing fund activities, deciding which securities to incorporate into the fund’s mix of products.
Provide Investment Advice Fund managers provide investment and financial management advice to their clients and to other financial professionals. They may recommend rebalancing a fund, for example, based on investment objectives and performance. Additionally, the fund manager may advise clients on long-term strategies for financial management and explain how a particular fund fits into their overall goals.
Monitor Fund Performance From day to day, fund managers also monitor the performance of the funds that they manage. They may focus on one particular fund or manage a suite of financial products. Many fund managers conduct weekly meetings to assess fund performance and identify shortcomings, developing strategies to offset losses and drive profitability. Fund managers also take corrective actions to improve fund performance.
Complete Financial Transactions Fund managers also complete financial transactions on behalf of their clients and the funds they manage. This typically involves buying and selling stocks, bonds, and securities, but can also include complex transactions to drive profitability or reduce risk. Fund managers weigh the risks and benefits of each transaction, determining whether they fit into the fund’s strategies and deliver value to clients.
Maintain Portfolio Records While conducting investment and oversight activities, fund managers maintain records and documentation related to investments and transactions. Fund managers may develop weekly, quarterly, or annual reports on fund performance, along with reports of their activities related to managing the fund. Additionally, fund managers may develop documents related to their funds to distribute to clients.
Ensure Adherence to Financial Regulations Fund managers also ensure that their investment activities adhere to financial industry regulations, conducting audits to prevent fraud and ensure that they are not putting client investments at risk unnecessarily. Fund managers may need to submit documents and reports to oversight bodies or appear before regulators to explain decisions they make regarding fund management.
Fund Manager Skills and Qualifications
Fund managers oversee client investment and financial activity through active investing and securities management. Workers in this role tend to have at least a bachelor’s degree, financial industry experience, and the following skills:
- Investment expertise – fund managers oversee a wide range of investment products, so they should have a high level of knowledge about different securities and financial products and how they support investor goals
- Client service – this role requires strong client service skills, since fund managers work closely with clients to understand their goals and make financial decisions that support both long- and short-term investment objectives
- Familiarity with financial regulations – fund managers should also thoroughly understand financial laws and procedures in order to protect client investments and ensure that they are making legal and sound decisions
- Networking skills – in this role, fund managers need to build their professional network and client base, so they should be excellent relationship-builders and feel comfortable with networking to stay informed about industry trends
- Documentation skills – fund managers prepare financial documents such as disclosures and reports, so they must be able to craft and edit these documents while ensuring accuracy
- Communication skills – written and verbal communication are both essential in this position, since fund managers communicate directly with clients and other financial services professionals
Fund Manager Education and Training
Generally, fund managers need at least a bachelor’s degree in business administration, finance, accounting, or economics. Many brokerage organizations prefer candidates with advanced degrees in these fields. Most fund managers also have at least five years of experience in a financial services or business role. While certification is not necessarily required, many fund managers obtain a chartered financial analyst (CFA) or certified public accountant (CPA) designation, both of which require periodic recertification and continuing professional education.
Fund Manager Salary and Outlook
Fund manager salaries can vary based on a number of factors, including whether their pay is based on salary, commission, or a combination of the two. According to the Bureau of Labor Statistics (BLS), financial managers earn a median annual salary of $125,080. The highest-paid workers in this role earn more than $208,000 per year, while the lowest-paid financial managers earn less than $66,480 annually. The BLS expects employment of financial managers to grow at a faster-than-average pace of 19 percent through 2026.
Helpful Resources
We searched the web and found a number of helpful resources if you’re interested in working as a fund manager:
Financial Industry Regulatory Authority – FINRA is the central governing and oversight body for the financial industry. It provides rules and regulations in addition to training, professional development, and certifications
Fundamentals of Financial Management – this book provides an in-depth overview of the financial management industry, along with examples based on real-world corporate finance
National Association of Active Investment Managers – fund managers can join NAAIM to connect with other professionals in the field, access educational and professional development materials, and attend events
Fund Management: An Emotional Finance Perspective – read this book to learn about balancing the emotional strain of working as a fund manager. It focuses on acting in times of uncertainty and balancing the qualitative and quantitative aspects of the role
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Fund Manager
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
