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Investment Manager Resume Samples
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0-5 years of experience
Interviewed an average of 15 investment managers per week from all asset classes to assess suitability for recommendation to clients.
- Analyzed client portfolios ranging from $30M-$5B in assets.
- Coordinated and conducted preparation of client presentations.
- Evaluated trends in operating statistics, debt and endowment levels, and spending policies of 16 metropolitan museums and libraries.
- Developed an alternative asset evaluation model for $8.5 billion corporate pension fund.
- Led professional development activities and trained analyst class of 10 associates.
0-5 years of experience
Oversaw investments for private wealth group focusing on high net worth clients – AUM $175 million.
- Investigated and selected all investment products – ranging from mutual funds and third party managers to ETF’s and structured products.
- Developed a long term directional overlay for the in-house management of over $10 million in client assets.
- Utilized proprietary trading strategies to lessen impact of market volatility on client portfolios.
0-5 years of experience
Identified and analyzed over $50 Million of new real estate investment opportunities for corporate real estate division
- Prepared investment packages (proforma, demographic, mapping) and presented to executive management
- Developed and maintained relationships with the real estate brokerage community to stay abreast with industry standards
- Conducted and maintained market research on demographics, sales and leasing comps in desired investment markets
- Scouted, presented and leased new retail sites to executive management of related business entities for new retail store locations
- Managed deal transactions for portfolio business entities in connection with acquisitions, new leases and lease renewals
- Maintained lease abstract database for portfolio companies and oversaw lease administration corporate policy and procedures
0-5 years of experience
Executed 16 investments of $18 million in multiple sectors including real estate tech, specialty finance
- Sourced 50 investment opportunities per month through events and personal relationships
- Managed complete deal cycle, including sourcing, financial modeling, due diligence, negotiations and closure.
- Also mentored investees on a weekly basis to discuss go-to-market strategy and monitor sales activities
- Joined portfolio company part-time as BD Manager; generated $250k+ in sales and brought firm to break-even
0-5 years of experience
- Monitored and enhanced multi-manager public equities portfolios for US pension plan and US 401(K) plan which generated strong alpha over multiple time periods
- Lead investment advisor and asset class generalist for international pension plans ($12+ billion in assets) in the areas of: strategic asset allocation, asset liability modeling, and manager due diligence
- Developed unique way to construct diversified multi-manager portfolios using barbell strategy and both quantitative and qualitative inputs
- Portfolio manager for $4 billion Irish domiciled multi-manager global equities fund with annualized outperformance of 350bps since inception date in Jan 2010
- Designed multi-factor US equity model to identify likely drawdown periods in S&P 500
0-5 years of experience
Responsible for actively managing and monitoring the flagship [company name] Manager Select hedge fund of funds.
- Managed $400 million portfolio of 20 direct hedge fund managers with various strategies including: equity long/short; event driven; distressed and credit opportunities; convertibles; and, special situations.
- Sourced potential fund investments and performed comprehensive due diligence including both quantitative and qualitative analyses using Pertrac statistical software, spreadsheet performance and correlation reviews, and site visits to fund manager offices.
- Responsibility for strategic and tactical fund allocation recommendations and on-going manager reviews for existing relationships.
- Analyzed LP agreements with hedge fund managers and negotiated lock up periods, fees, key-man provisions, and other contract terms.
- Responsibility for investor communications including research and drafting monthly and quarterly investor reports.
- Planned and participated in meetings with existing clients; pitched potential investors.
- Attended and spoke at numerous industry conferences to build NewMarket’s marketplace exposure.
- Evaluated data and news for partnership’s analysis of current and prospective managers; updated proprietary database with key findings.
0-5 years of experience
Responsible for actively managing and monitoring the flagship [company name] Manager Select hedge fund of funds.
- Managed $400 million portfolio of 20 direct hedge fund managers with various strategies including: equity long/short; event driven; distressed and credit opportunities; convertibles; and, special situations.
- Sourced potential fund investments and performed comprehensive due diligence including both quantitative and qualitative analyses using Pertrac statistical software, spreadsheet performance and correlation reviews, and site visits to fund manager offices.
- Responsibility for strategic and tactical fund allocation recommendations and on-going manager reviews for existing relationships.
- Analyzed LP agreements with hedge fund managers and negotiated lock up periods, fees, key-man provisions, and other contract terms.
- Responsibility for investor communications including research and drafting monthly and quarterly investor reports.
- Planned and participated in meetings with existing clients; pitched potential investors.
- Attended and spoke at numerous industry conferences to build NewMarket’s marketplace exposure.
- Evaluated data and news for partnership’s analysis of current and prospective managers; updated proprietary database with key findings.
0-5 years of experience
Key member of acquisitions team for the Euphon SpA portfolio at this leading Top 3 Italian Private Equity firm
- Independently initiated complete assessment of all pan-European competitors in niche sector of post-production TV advertising
- Constructed technical valuation models for analysis of stand-alone companies, as well as for post acquisition merger situations
- Solely researched, identified & short-listed 32 relevant investment targets, which directly resulted in 3 purchase offers being made
0-5 years of experience
Acted as a CTA by managing client account using an options strategy.
- Executed trades on the E-mini S&P 500 Futures market through Rithmic Trader.
- Reviewed daily equity runs to make sure all trades settled properly.
- Processed all incoming and outgoing checks.
- Performed various day to day operational duties including trade support, reviewing trade tickets, and resolved post trade errors.
0-5 years of experience
- Managed due diligence for secondary transactions up to $1B in net asset value and primary commitments up to $100M
- Prepared investment memos assessing deal merits and presented recommendations to investment committee
- Structured deals including pricing, portfolio composition, leverage, and earn-outs
- Monitored closed transactions on a quarterly basis, regularly attended AGMs, and maintained GP relationships
- Negotiated and reviewed LPA terms including side letters in collaboration with outside counsel
- Marketed a new primary investment fund targeted at North American LPs, part of $1B in fund raising activities
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Investment 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.
