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Portfolio Manager Resume Samples
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0-5 years of experience
Partnered with business development officers and relationship managers to acquire new clients. Sold investment products, including proprietary and non proprietary mutual funds, stocks, and bonds, to new and existing clients.
- Delivered leadership in establishing deep client relationships and delivering high levels of service to clients.
- Negotiated and collaborated with decision makers and decision influencers to help achieve investment goals.
- Retained 100% of clients while company merger was going on and upsold clients on new products.
- Achieved 105% of department sales goals by adding new clients and cross-selling/upselling existing clients.
- Oversaw $80M in client assets with a consistent increase in YOY results with strong closure rate and solid sales performance in new business opportunities.
- Performed equity/fixed-income research and helped develop strategies for dynamic asset allocation models.
6-10 years of experience
Responsible for the overall management, supervision and development of the Property Management and Maintenance Personnel for portfolio of seven multi-tenant office properties totaling 1.8 million square feet.
- Completed numerous capital improvement programs totaling in excess of $10 million.
- Supported the leasing team in completing over 60 transactions totaling 680,000 square feet.
- Rebid all major service contracts resulting in annual savings of approximately $550,000.
- Implemented new parking garage automation for 7 property portfolio resulting in increased revenue, improved tenant satisfaction and value creation of approximately $2.0 million.
6-10 years of experience
Managed up to $55 million market-neutral REIT equity portfolio, using fundamental, economic, sector, and technical analysis tools to generate favorable risk-adjusted returns for ten years.
- Maintained detailed knowledge of REIT sub-sectors including Apartments, Offices, Industrials, Health Care, Malls, Strip Centers, Student Housing, Manufactured Housing, Storage, Hotels, and Data Centers.
- Hedged portfolio risk by balancing sector betas, geographical footprints, industry exposures, and asset quality.
- Created and maintained REIT pricing model and arbitrage pricing model for preferred stocks using Excel.
- Hired, trained, and supervised 3rd employee as firm to grow.
- Created and executed investment algorithms on REDI Plus platform.
0-5 years of experience
Helped manage 3 China-focused Hedge Funds and one Global Fund with over $200 Million AUM combined.
- Created Interfaces for Quantitative Models (see below) so other team members can backtest custom parameters.
- Improved the Turtle Trend-following model by allowing custom weight-control parameters for different stocks.
- Designed an All-Weather Asset Allocation strategy that delivered returns comparable to the Nasdaq-100 index at a fraction of the volatility and drawdowns in both backtested and real-world performance.
- Ran historical simulations of several of AAII’s Stock Screens on a monthly basis from 1998 to now.
- Executed trades for illiquid Stocks and Options as well as liquid ETFs and Futures.
- Created various scripts in Matlab and VBA to generate daily reports on portfolio holdings including Option Payoff Diagrams, Technical Indicator Readings, and Risk/Return Plots.
- Trained Junior Fund Accountants in the use of the Beauchamp software and assisted in daily Fund Accounting.
6-10 years of experience
Outbound and Inbound Sales and Customer Service with National and International Clients.
- Assisted Clients In A Variety of Product Offerings utilizing a Consultative Sales Approach.
- Maintained Customer Contact and Follow-Up Through Contact Management System.
- Consistently Exceeded Sales Expectations and Quotas by 10%.
- Generated Prospect Interest in Diversifying Financial Portfolio.
0-5 years of experience
- Consistently delivered on-time, sound financial analysis, appropriate risk rating and credit monitoring to a portfolio of 40 entities, with $41.2 million in loans, including some of the most complex deals in Central Indiana.
- Exceeded productivity and quality goals and managed to a zero past due annual review and maturity goal.
- Quickly learned the intricacies of Livelink (software for credit summaries) and the DCU systems (risk rating platform and data collection utility) to perform my new role successfully.
- Made a number of loan structure recommendations and enhanced the monitoring of the asset based lending portfolio by testing borrowing bases.
- Took an active role in this position, beyond analytical, and met face to face with clients more frequently than the typical PM.
- Led Indiana unit in referrals for 2010.
6-10 years of experience
[company name]/formerly RP Management
- Managed a portfolio of 12 properties (582 units)
- Hired, trained and supervised staff of 15 to 20 employees.
- Prepared budgets, reviewed profit and loss statements and payroll.
- Converted the software program from Yardi Advantage to OneSite Real Page.
- Obtained bids for larger jobs and worked with sub-contractors
0-5 years of experience
Portfolio Manager in charge of investing 1 million dollars; performed qualitative and quantitative research to draw conclusions and set the strategic direction for the portfolio.
- Analyzed the Russell Value Index firms using a variety of tools such as Cash Discount Models, reading of companies’ filings, and extensive research using Bloomberg Terminals and Excel.
- Introduced an additional asset class to the portfolio that involved the reallocation of over $20,000 and has shown a return of over 14 percent during a 4-month period.
- Create multiple reports for BUY/HOLD/SELL recommendations that required financial modeling and forecasting.
0-5 years of experience
Managed a global long/short equity portfolio, focusing on stocks in China and South East Asia.
- Managed multi-asset and multi-strategy portfolios of hedge funds.
- Conducted stock research through analysis of macro-economic factors and trend, industry opportunities, and company fundamentals, and stock selection based on fundamentals and valuation, and growth.
- Conducted research and constructed investment strategies on multiple asset classes, such as currency, interest, bonds, commodities, real estate, and equities.
- Successfully reduced portfolio exposure in late 2007 and early 2008 on the knowledge of mortgage leverage and early price deterioration in the CDO and MBS portfolios.
10+ years of experience
- Analyzed the stock, bond and mutual fund mix in a client’s portfolio to ensure that the asset allocation met their stated investment objective.
- Provided investment advice and recommendations to clients via phone conversation/face-to-face meetings and/or written communication.
- Decreased risks in the portfolios by diversifying thru the use of various investment vehicles.
- Managed over 450 accounts with a total market value of over $597 million.
- Executed trades across many accounts with very minimal errors.
- Responsible for the training and development of three new Portfolio Managers to our investment policies and practices.
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Portfolio 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.
