Portfolio Manager Resume Sample

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CONTACT INFORMATION
  • Mr Andrew Bennett
  • 982, Main Road,
  • Virginia Beach, Virginia, 2109,
  • United States
  • (555)-555-0112
  • example+andrew.bennett@1001sampleresumes.com
WORKING EXPERIENCE
  • Hastel Company
  • Virginia Beach, Virginia
  • July 2015 - July 2019
  • Executive Director
    • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
    • Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
    • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
    • Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
    • Explaieed and documented for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.

  • Brinfor
  • Virginia Beach, Virginia
  • July 2012 - July 2015
  • Senior Portfolio Manager
    • Opened accounts for clients and disburse funds from accounts to creditors as agent for clients.
    • Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
    • Determined amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
    • Explained to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
    • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

  • Tendo Company
  • Virginia Beach, Virginia
  • July 2008 - July 2012
  • Portfolio Manager
    • Answered clients' questions about the purposes and details of financial plans and strategies.
    • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
    • Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
    • Prepared or interpreted for clients information such as investment performance reports, financial document summaries, or income projections.
    • Contacted clients periodically to determine any changes in their financial status.

EDUCATIONAL QUALIFICATION
  • Bachelor's Degree
  • Business Administration
  • Northwestern University
  • Virginia Beach, Virginia
  • April 2004 - April 2008
KEY SKILLS

  • Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Understanding written sentences and paragraphs in work related documents.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Actively looking for ways to help people.
  • Understanding the implications of new information for both current and future problem-solving and decision-making.

QUALIFICATIONS

  • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • The ability to add, subtract, multiply, or divide quickly and correctly.
  • The ability to apply general rules to specific problems to produce answers that make sense.
  • The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).


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