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Portfolio Manager Sample
Download and customize our resume template to land more interviews. Review our writing tips to learn everything you need to know for putting together the perfect resume.
A Portfolio Manager oversees and grows a portfolio of client accounts. Below is a general job description.
A portfolio manager is a financial professional responsible for investing money. The portfolio manager may be a client-based advisor who works with individuals and businesses to manage a group of investments and assets; they may also handle financial products such as mutual funds. Many portfolio managers work within larger financial institutions, processing analyses from their company's risk and investment research teams and acting upon this information. The portfolio manager may seek to meet individual clients' long-term financial goals; for businesses, he or she may seek out investments that recapitalize revenue in a way that mitigates tax burdens and builds capital.
Expert Tip
You should never use a creative resume
Many job seekers think that an eye-catching resume template will help them stand out to hiring managers and increase their chances of landing an interview. This is a myth put out by resume builders that value design over content.
The truth is that most hiring managers prefer a traditional resume format.
Creative resume templates, like the one pictured here, can actually hurt your chances of landing an interview. Instead, you should use a basic resume format that quickly communicates your basic information and qualifications–like the one included below.
Portfolio Manager resume (text format)
How confident are you feeling about your resume? If you need more help, you can always refer to the following resume sample for a position.
Name
Title
City, State or Country if international
Phone | Email
LinkedIn URL
PORTFOLIO MANAGER PROFESSIONAL
High-impact Portfolio Manager with a strong ability to identify initiatives and facilitate action-driven plans to support corporate growth and objectives. Experienced finance professional with a proven record of evaluating business and investment opportunities, quickly understanding companies and their markets and making sound and profitable investment decisions. Expert in the identification and implementation of financial management strategies to capture cost improvement opportunities while impacting bottom line profits. Creative problem solver specializing in creating solutions to improve business processes while consistently exceeding all client expectations. Excellent communicator, presenter and works well with individuals within all levels of a corporation. Very strong tenure showing promotions to positions of increasing authority due to my exceptional performance ratings.
CORE COMPETENCIES
Project Management
Conflict Resolution
Technical Expertise
Financial Analysis
Lean Methodology
Reporting Metrics
Process Improvement
Financial Analysis
Data Analysis
PROFESSIONAL EXPERIENCE
Portfolio Manager
ZipJob, New York NY | Year to Year
Responsibilities
Provide exceptional service while developing methods to improve the management of pension funding and 401k payment process by generating, auditing and resolving issues for several, large volume Institutional Clients.
Coordinates the verification of system edits and the updating of reports for the monthly pension payment selection process ensuring timely corrections to participant information.
Collaborate extensively with internal groups including client administrators, operations, Control and Finance to research and resolve issues to improve revenues and client service
Research complex issues and conduct in-depth analysis of accounts to ensure payments are generated, accurate, and in accordance with individual client specifications.
Conducts monthly, reconciliation of new and old payments for over 40 clients, averaging millions of dollars in assets.
Create monthly report of payments that are 180 day(s) outstanding and reports metrics to management which is utilized to ensure prompt payment and increases collections
Prepare Large Volumes of Account Setup for 401k Rollovers to Individual IRA accts.
Solely responsible for quarterly review of procedures for departmental processes and communication with team of changes. Responsible for drafting, organizing, and finalizing departmental procedures.
Key Achievements:
Earned Star Award for Contribution to 401k Rollover Redesign Project – this project streamlined our process and further reduced participant wait time by 60% which greatly increased participant satisfaction
Created a new procedure for payment reconciliation process for team which has reduced the process by 50%; reducing reconciliation completion time on average from 2 hours per client to 1 hour per client.
Earned Star Award for client focus and attention to detail for preventing a 2 million error on a participant account.
Portfolio Manager
ZipJob, New York NY | Year to Year
Responsibilities
Provided problem resolution for elevated, client situations regarding IRA accts always ensuring top level customer service is provided
Served as a Subject Matter Expert for Elevated Outcalls to Participants which led to an increase in call quality for newly, hired associates
EDUCATION
Complete School Name, City, St/Country: List Graduation Years If Within the Last Ten Years
Complete Degree Name (Candidate) – Major (GPA: List if over 3.3)
Relevant Coursework: List coursework taken (even include those you are planning on taking)
Awards/Honors: List any awards, honors or big achievements
Clubs/Activities: List clubs and activities in which you participated
Relevant Projects: List 2-3 projects you have worked on
Everything you need to write your portfolio manager resume
Now that you’ve seen an example of a job winning Portfolio Manager resume, here are some tips to help you write your own. You should always begin with a summary section. Remember to use basic formatting with clear section headings and a traditional layout. Finally, be sure to include top skills throughout your resume. We’ve included several examples common for Portfolio Manager below.
Let’s start with your resume summary section.
1. Summary
The resume summary replaces the out-of-date resume objective. A summary outlines the most impressive parts of your resume for easy recall by your potential employer, while also serving to fill in personal qualities that may not appear elsewhere on the page. Remember that summaries are short and consist of pithy sentence fragments! You can check out the Portfolio Manager resume example for more information!
Expert Tip
Always start with your most recent positions at the top of your resume. This is called reverse-chronological format, and keeps your most relevant information easy for hiring managers to review.
2. Formatting
Our experts recommend you start your resume with a resume summary, like the one above. Other common sections are Work Experience, Education, and either Skills or Core Competencies. Here are some guides from our blog to help you write these sections:
Some resumes will include other sections, such as Volunteer Experience or Technical Skills. When it comes to what sections you need to include on your resume, you will know best!
Other sections for you to consider including are foreign language skills, awards and honors, certifications, and speaking engagements. These could all be relevant sections for your resume.
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3. Appropriate skills
Your resume should include all your skills that are relevant to your target job. Skills include both hard skills and soft skills. Hard skills are the technical know-how you need to complete a job, such as data analysis or HTML. You can include hard skills in your core competencies section. Soft skills are harder to quantify, so they require more information to explain your aptitude. Some top soft skill examples include communication, problem solving, and emotional intelligence. Use several examples of how you use your key soft skills throughout your work history, profile summary, and resume title.
4. Experience section
Your Work Experience section should make up the bulk of your resume. This section should include your relevant job titles, companies that employed you, and the dates you were employed.
Your Work Experience section should make up the bulk of your resume. This section should include your relevant job titles, companies that employed you, and the dates you were employed. Most people will finish this section by listing daily duties in short bullet points. Don't be one of them! To make your resume stand out, you need to add your accomplishments and key skills to your resume's Work Experience section. Here are three tips from our experts:
Use the STAR method to describe a situation, task, action, and result. This is adapted from a behavioral interview technique, so interviewers will recognize the format. it's also a great chance for you to organize your key accomplishments.
Don't forget about LinkedIn! The majority of employers are going to look you up on LinkedIn, so it's smart to make sure your LInkedIn profile is up to date and include your URL in your resume's contact section.
Always include a cover letter. Not everyone will bother, so it helps you look like a serious job applicant. It's also your chance to introduce yourself: who you are, why you're applying for this job, and how you want to proceed.
Let’s wrap it up!
Standout resumes will include a resume summary, a traditional reverse-chronological layout, and the skills and experience relevant to your job target. This resume example shows how to include those elements on a page. It’s up to you to insert your personal compelling qualifications.
Keep your resume format easy to scan by both humans and computers; our resume template is designed by our experts to satisfy both audiences. And be sure to include your own skills, achievements, and experiences. Job-winning resumes are resumes that successfully market you, leading recruiters and hiring managers to want to learn more!
Finally, emphasize your interest with a customized cover letter. When writing, remember that the resume and cover letter should support each other. Check out our cover letter tips and examples for more advice.
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