Associate Portfolio Manager Resume Sample
Alta Maggio
15036 Sipes Manors,
Detroit,
MI
+1 (555) 966 2786
Work Experience
Associate Portfolio Manager
04/2016
-
PRESENT
Philadelphia, PA
- Serves as product segment expert with regard to customer needs and expectations through active involvement in the VOC and CPT processes and provides direction to design teams to ensure products meet and exceed expectations. Expertise in customer validation and clinical support
- Provides direction and leadership in product development, distribution and pricing guidelines
- Responsible for taking a leadership role in project management to include: discovery, new product development, and launch plan
- Collects, analyzes and maintains competitive information including product literature and pricing and communicates information as appropriate within the organization
- Works in support of development teams to evaluate and provide support in the areas of design processes and new product development process
- Researches and monitors product segment and industry trends, as well as provides input with regard to competitive strategies
- Works as part of the BU leadership team to develop product and business unit pipeline strategies that include, but are not limited to: forecasts, landscape, resources and means. Provide a medium term (3 years) product and technology vision and strategy
- Monitors on behalf of the BU and works in conjunction with divisional Intellectual Property and legal resources in the mapping, development, evaluation, invention disclosure, strategy, filing/prosecution and litigation surrounding IP. Establish BU IP strategy for new product
Associate Portfolio Manager, Business Direct
02/2012
-
01/2016
Chicago, IL
- Provides support in product development through involvement in project management, NPP(n), Design, Industrial Design, Design Input and Human Factors/Ergonomics
- Involved in research of future projects, technologies and capabilities
- Accountable for transitioning a large percentage of accounts to model portfolio or a unique IPS portfolios
- CSC, CIM, or its predecessor CIF, or in the process of attaining CIM accreditation
- Advanced knowledge of Excel, Mpower
- Thorough knowledge of each SWM & PIC Business Line’s value proposition
- Thorough knowledge of the full SWM product and service offering in order to identify opportunities across the SPCG Team of Experts
- Solid investment management know-how and depth of experience, as it relates to understanding economic and capital markets data in order to describe the firm’s investment strategy to partners and clients
- Knowledge of the commercial loan servicing industry, including an understanding of the responsibilities of each department in a commercial mortgage loan servicing operation
Associate Portfolio Manager, IVS Upstream
04/2006
-
10/2011
Boston, MA
- Pro-actively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations
- Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship
- Attend client meetings as required, including prospect and annual review meetings
- Receive and handle incoming calls on the company’s ACD phone line
- Series 7, 66 registered
- Advanced excel and system skills and a keen interest in financial markets, indexation and investments and some experienced of portfolio management and order generation
- Fluent English (German / other languages would be an advantage) for local client contact
- Assist in the development and execution of the Fund’s investment plan
- Manage a book of PIM portfolios using pooled funds
Education
Palm Beach Atlantic University
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Excellent communication and interpersonal skills: writing memos/documents, letters; skilled in both group and one-on-one communication
- Demonstrated programming skills, preferably in R, Python, Matlab, and/or SQL
- Good interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating in dealing with customers and colleagues
- Good communication skills, including written, verbal, and the ability to deliver compelling presentations
- Prior experience in trading or managing portfolios is required
- Evidences leadership skills and open minded, flexible, and willing to listen for other peoples’ opinions
- Some experience of working in the financial series ideally investment banking or asset management
How to write Associate Portfolio Manager Resume
Associate Portfolio Manager role is responsible for interpersonal, analytical, financial, organization, trading, excel, accounting, integration, compensation, security.
To write great resume for associate portfolio manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate Portfolio Manager Resume
The section contact information is important in your associate portfolio manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Associate Portfolio Manager Resume
The section work experience is an essential part of your associate portfolio manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous associate portfolio manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate portfolio manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate Portfolio Manager resume experience can include:
- Strong mathematical and analytical skills, as well as expert proficiency in MS Excel
- Excellent understanding of the economy and financial markets
- Equities industry related experience
- Asset Mgmt or Portfolio Mgmt experience
- Maintain consolidated documentation of investment strategies
- Strong understanding of both equity and fixed income markets
Education on an Associate Portfolio Manager Resume
Make sure to make education a priority on your associate portfolio manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate portfolio manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Associate Portfolio Manager Resume
When listing skills on your associate portfolio manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical associate portfolio manager skills:
- Strong interpersonal and business development skills, along with strong technical (investment) skills required to successfully manage high net worth clients
- Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization and region
- Strong attention to detail along with demonstrated technical skills
- Work with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs
- Liaise effectively with portfolio leads and directors and MHHE to understand the product release program for best adaptation and promotion prospects
- That information effectively to clients and prospects
List of Typical Experience For an Associate Portfolio Manager Resume
1
Experience For Associate Portfolio Manager, Business Direct Resume
- Effectively present strategic direction and investment recommendations to leadership team regarding new product development plans
- Effectively communicate new product details and strategic benefits to sales channel during sales meetings and over other media formats
- Prioritize projects based on resources, financials and market potential
- Liaising with other departments internally, including Legal/Compliance, Sales/Marketing, Trading and Investment Operations/Accounting
- Portfolio Re-balancing: Assist in portfolio re-balancing process, trading, and cash management tools as needed
- Work on projects impacting product portfolios, including Strategic Asset Allocation activity
- Aid the investment team in achieving superior performance while complying with all risk and regulatory requirements
- Assist the Fixed Income Team in credit analysis including IG, MBS, and Muni bonds, eventually leading the process
2
Experience For New Associate Portfolio Manager Resume
- Interact across teams including Technology, Research, Trading, Client Service, Operations
- Responsible for monthly and quarterly portfolio management reporting
- Confirm market assumptions regarding competitive products and market conditions with our sales channel and KOLs
- Manage and determine the appropriate cadence, timing and lifecycle of new product launches to maximize the ROI and revenue growth for project investments
- Work with the respective Brand Management team to provide support for the marketing launch plan and go-to market strategy for all new products
- Develop and cultivate relationships with KOLs, Consultants and Cross-Divisional Marketing/R&D
- Understand investment decisions derived from Emerging Market strategy meetings with respect to implementation activities
- Assist in the preparation and review of client quarterly performance and reporting documents in cooperation with Operations personnel
- Assist the Fixed Income Team in the on-going management of institutional and Private Wealth portfolios
3
Experience For Associate Portfolio Manager, IVS Upstream Resume
- Member of the PIM Investent Committee
- Provide feedback on potential investment decisions in PIM segregated models
- Input transactions and support portfolio construction of segregated portfolios
- Maintain PIM model portfolios on Bloomberg and research directory
- Manage 20+ client portfolios (corporate defined benefit plans, )
- External legal and tax professionals
4
Experience For Associate Portfolio Manager, Multi Resume
- Members of RBC Wealth Management - PH&N Investment Counsel and other partners of RBC Financial Group
- Serve as a point of contact for institutional clients
- Respond to client inquiries for portfolio information
- Communicate client expectations throughout the organization
- Works with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives. This would include defining the client’s investment goals and objectives, constructing a portfolio to meet those goals, and communicating necessary adjustments
- Assist senior portfolio managers in developing tactical asset allocation based on strategy and relative value
- Monitor bond purchases and cash balances to ensure they are in line with tactical objectives
- Work within overall Investments team to support total Genworth global investment strategy, asset allocation and business objectives, including pricing, planning and product development
- Effectively manage the transaction activity process related to client projects including working with brokers to locate potential sites, working with client’s internal departments, negotiating rates, and obtaining required approvals for execution of agreements
5
Experience For Senior Associate / Portfolio Manager Resume
- Monitor critical dates and milestones in the client’s process to make sure the project is delivered on time
- Develop and maintain positive relationships with client’s internal departments
- Proficiency in investment analysis and research techniques
- Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group
- Generate purchase or sell orders to meet client contributions or withdrawals
- Liaising with other departments internally, Senior Portfolio Managers, global analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
- Utilizing various quantitative portfolio management tools, including portfolio optimization techniques
- Identifying and implementing opportunities for improvement in our investment process, including enhancements in stock selection, portfolio construction, risk management, and liquidity and transaction cost management
6
Experience For Associate Portfolio Manager, Equities Resume
- Over time, learning to represent our process to internal and external clients, for example educating internal sales and client service teams, presenting at conferences, and meeting with existing and potential clients in the institutional and retail channels
- Monitoring and reconciling trades and portfolio positions
- Understand the client’s individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates
- Attend client meetings; write comprehensive Minutes and respond to outstanding actions efficiently and accurately
- Daily oversight of performance returns and client reports
- Meet clients outside the formal meeting cycle in order to keep up-to-date with their evolving circumstances and through building a personal association become a trusted contact
- Originates new ideas for products and works with R&D to develop concepts for future products
7
Experience For Associate Portfolio Manager PIC Centre Resume
- Analyzes competitive position of company products and recommends or supervises new product ventures to create competitive advantages
- Build key KOL relationships to provide product feedback and help gather market data
- Assume leadership role in partnership with the R&D team to help guide project with market driven insight
- Partner with finance and sales to build accurate projections based on market data and growth expectations
- Follow market trends and understand new technologies with how they relate to our products
- Understand and dissect competitive product landscape to determine opportunities of investment
- Manage the PLCM portfolio obsolescence strategy as it pertains to new product launches
- Monitor equity positions within the portfolio for performance and news
8
Experience For Junior Associate Portfolio Manager Resume
- In-depth portfolios discussions with Financial Advisors, Clients and our sales teams
- Assist the Fixed Income Team in the monitoring and rebalancing of client portfolios on a timely basis according to client investment objectives and firm portfolio model guidelines and investment strategy
- Assist in executing security transactions across asset classes and securities
- Perform detailed transition analysis on existing taxable portfolios
- Position is designed to lead to Portfolio Manager and Senior Portfolio Manager positions
- Work closely with Investment Counselors and Investment team to create and implement trading programs for firm’s fundamental strategies, understanding investment restrictions across accounts and tax consequences of various trading decisions
- Rebalance and transition portfolios that balance tax-efficiency and portfolio optimization. This includes the implementation of investment programs through to EV’s trade order management system
9
Experience For Associate Portfolio Manager Index Tracking Management Resume
- Maintain comprehensive understanding of underlying asset allocation, sector weights and individual holdings of firm’ strategies and monitor changes as they occur
- Generate after-tax return data for portfolios, as well as performance attribution reports
- Respond to client and investment team requests for analysis
- Participate in process improvement and technology development efforts
- Serve as a key resource in the acquisition and integration of data from a variety of internal and external sources into the Team’s daily market evaluation and reporting processes
10
Experience For Senior Associate, Portfolio Manager Resume
- Responsible for maintaining and producing all reporting and analytical tools for both Municipal Money and Bond Funds
- Responsible implementing the Team’s asset allocation decisions under the supervision of Senior Portfolio Managers across a wide variety of security types within both 2a7 regulatory and internal/prospectus limits
- Work closely with various business counterparts including credit research, trade operations, fund accounting, custodian and technology
- Responsible for ongoing market analysis
- Actively participate to continuously enhance investment processes
- Support and work closely with Taxable Money Fund Portfolio Managers in the daily investment process
- Responsible for daily liquidity management of credit securities within 2a7 regulatory limits
- Support and work closely with Passive Equity Portfolio Managers
List of Typical Skills For an Associate Portfolio Manager Resume
1
Skills For Associate Portfolio Manager, Business Direct Resume
- Proven asset management experience is required
- Prior experience in a detail oriented role is required
- Advanced system skills as well as a keen interest in financial markets, indexation and investments
- Performing quantitative and fundamental analysis to understand and validate proposed trades
- Overall experience in learning science, publishing or education, or in product management and development in other industries
- Financial acumen and experience in developing business plan
- Experience in discretionary investment management
- Four years investment industry experience, particularly discretionary investment management
- People person: can develop rapport and build strong relationships
2
Skills For New Associate Portfolio Manager Resume
- Experienced problem-solver: can generate unique solutions that respect TDs risk appetite
- Good knowledge of the HSBC’s Business Banking products and services
- Coordinate with R&D to quickly develop and iterate prototypes to validate opportunities and problems and the acceptance of new concepts and ideas
- Collaborate with R&D to prioritize and select project inputs to maximize business and customer value while balancing time to market and resources required
- Internship or professional work experience
3
Skills For Associate Portfolio Manager, IVS Upstream Resume
- A demonstrated interest in capital markets either through extra-curricular activities or career track
- Reviewing and applying account guidelines, addressing client requests, and managing client cashflows
- Monitoring and reporting performance across our suite of funds, including periodic attribution analysis and client communications
- Working with PM, research, and operations teams to manage data quality, including day-to-day data feeds, model scores, and accuracy of holdings
- Implementing investment decisions for individual accounts
4
Skills For Associate Portfolio Manager, Multi Resume
- Implementing a quantitative model-based approach to stock selection, portfolio construction, and risk management
- Monitoring and tracking of trade compliance
- Working with quantitative research analysts to translate investment insights into a systematic, data-driven investment process
- Ensuring consistent incorporation of fundamental analysis into our investment process
- Conducting fundamental research on individual companies, sectors and thematic trends
- Monitoring sell-side and academic research for the potential to improve our investment management process
5
Skills For Senior Associate / Portfolio Manager Resume
- Developing tools to assist in research and portfolio management
- Demonstrable track record of developing and maintaining relationships and raising assets in the HNW segment
- Confidence: in managing and influencing sophisticated clients
- Day to Day monitoring of portfolio positioning
- Entrepreneur: is willing, able and determined to develop business
- Change catalyst: is adaptable and comfortable navigating a fast-paced, dynamic environment
- Desire and understanding of how to apply advanced analytics within an investment context
6
Skills For Associate Portfolio Manager, Equities Resume
- Desire to work in an environment that values both quantitative and fundamental investing
- Education/Special Training Required
- Using SQL
- Using one of either Java, C#, or C++ ( or willingness to learn)
- Comfortable with working under pressure and strict deadlines
- Expert in the following software: Excel, PowerPoint, Word
7
Skills For Associate Portfolio Manager PIC Centre Resume
- Willingness to travel to NYC for training
- RBC Wealth Management - PH&N Investment Counsel Managing Director
- Knowledge of the Longview order generation and trading system an advantage
- Meet deadlines for client deliverables by working closely with Institutional Portfolio Managers
- Project based initiatives related to implementing new strategies and instrument types
- Meets all regulatory requirements to be registered with the relevant Provincial Securities Commission
8
Skills For Junior Associate Portfolio Manager Resume
- CFA or CIM, is required
- Well-versed communicator: has ability to drive meaningful, two-way dialogue
- Fresh, innovative thinker: can offer unique insights and explain the value of advice
- Produce agreed upon vertical/discipline roadmaps that outline the short, mid and long term vision and priorities, and maintain visibility throughout the business
- Produce program budgets and maintain scheduling for reliable and real time business data and transparency
- Rely on digital usage statistics and platform learning analytics to provide direction in the portfolio and digital development
- Determine allocation of investment in the portfolio through a variety of tools and data with commercial acumen honed from customer knowledge
- Use business intelligence tools to understand portfolio and product performance metrics throughout the lifecycle, and to support, intervene and act where necessary
- Identify both core and adjacent opportunities for new product development by working with our customers and sales force, collaborating across the organization and attending tradeshows and meetings
9
Skills For Associate Portfolio Manager Index Tracking Management Resume
- Manage and determine the appropriate cadence, timing and lifecycle of new product launches to maximize the ROI and revenue growth for project invesments
- Conduct thorough due diligence to vet out ideas with VOC and market research to reduce risk and ensure critical assumptions are accurate
- Work closely with industrial design to ensure that the product styling and user experience supports the portfolio strategy and competitive position within the market
- Develop assumption based financial models with market/customer data to determine the market acceptance and pricing for new project ideas to prioritize and gain organizational buy-in
- Providing input related to the development of portfolio structuring along with the Portfolio Manager
- Executing upon strategies to address unique situations including but not limited to
- Ensuring compliance and accuracy of trading activities
- Monitoring: Authority to be informed of and monitor operations within the market and activities
- Consulting with in-field Portfolio Managers with regards to cash management needs of clients
10
Skills For Senior Associate, Portfolio Manager Resume
- Handling special situations, i.e. illiquid positions or non-discretionary components of their portfolios
- Staying abreast of the reasons for the central security and asset mix models change
- Develop assumption based demand forecasts for all funded projects to provide guidance to operations for capacity planning
- Guide and support the project teams throughout development to ensure customer, sales and marketing input is being appropriately translated into the product design
- Work with Clinical Science, R&D, Marketing and Regulatory to identify and execute studies, white papers, claims and indications to maximize the impact and demonstrate the value of new products
- Work with the respective Brand Management team to provide support for the marketing launch plan and go-to market startegy for all new products
List of Typical Responsibilities For an Associate Portfolio Manager Resume
1
Responsibilities For Associate Portfolio Manager, Business Direct Resume
- Strong commercial real estate and underwriting skills including the ability to interpret loan documents and servicing agreements
- Three to six years of relevant investment or technical experience with VBA, SQL, Python, or similar and experience working with large data sets
- Be able to effectively communicate Stewart Capital investment process, investment policy and views on the financial markets
- Strong knowledge of Microsoft Office applications including VBA programming
- Previous experience in Sales/Marketing/New Product Development
- Strong understanding of investments and capital markets
2
Responsibilities For New Associate Portfolio Manager Resume
- Relevant experience with swap-based funds, ETFs or multi-asset funds, ideally from an asset management or investment banking environment
- Relevant passive fixed income experience, thorough understanding of fixed income index management and associated products
- Retain and recruit authors and SMEs for maximum performance, status and influence, with effective succession planning as required
- Provide excellent customer service and problem resolution with borrowers and customers
- Partner with a team of experienced Portfolio Managers and become a permanent fixture in that team
3
Responsibilities For Associate Portfolio Manager, IVS Upstream Resume
- 2 – 5 years investment industry experience, particularly discretionary investment management
- Solid knowledge of the financial markets
- 2 – 5 year investment industry experience, particularly discretionary investment management
- Reporting: Provide client investment reports, performance reports, or other tax reporting info for select Portfolio Managers, as needed
- Understanding of Investment Advisory business
- Working knowledge of portfolio construction techniques and index methodologies
- Conducting ad hoc analysis and reports for various special projects
- Asks penetrating questions to gain deeper understanding of the client’s investment goals
- As a marketing associate, related sales role, and/or developing new products
4
Responsibilities For Associate Portfolio Manager, Multi Resume
- Monitor and analyse corporate actions, index changes and order generation (including investment restriction verification and monitoring open orders)
- Support investment and product teams to strengthen our offering for global clients (i.e., new indices, factor-investing, customisation)
- Identify and analyze value add trades arising from index and corporate action activity
- Manage Mutual Fund Asset Allocation portfolios with oversight provided through the Investment Policy and Strategy Committee (IPSC). Also, perform manager searches build and maintain model mutual fund portfolios
- Mutual fund research utilizing computer programs/models and communications with fund companies and fund managers
5
Responsibilities For Senior Associate / Portfolio Manager Resume
- Meetings: schedule client meetings, prepare client meeting materials, and complete follow up items. Update CRM accordingly
- Review and interpret loan documents and monitors compliance with loan servicing agreements
- Identify customer needs and meeting them through a broad range of products and services
- General understanding of the various products and services offered within TIAA
- Assist with report writing and client meetings, provide regular and ad-hoc task support for the team
- Help with various responsibilities related to our fixed income index funds (i.e., performance monitoring and attribution)
- An understanding of swaps / derivatives with knowledge of commodities and alternatives an advantage
- Research, back test, and implement equity models, systematic investment and trading strategies
- Basic equity and fixed income research
6
Responsibilities For Associate Portfolio Manager, Equities Resume
- Interaction with administrative staff to determine and establish portfolio objectives and proper asset allocation
- Provide written asset reviews and analysis for presentation to IPSC
- Maintains a good working relationship with bank employees. Highly motivated to work independently. Demonstrates strong interpersonal skills and is motivated to work as a team player to contribute to the success of the department and in turn, the organization
- Understand investment decisions derived from Municipal strategy meetings with respect to implementation activities
- Annual Account Reviews – Follow up on tasks generated from comprehensive, annual client account reviews that meet compliance standards for all managed and courtesy clients for select Portfolio Managers
7
Responsibilities For Associate Portfolio Manager PIC Centre Resume
- Financial Planning – Assist is preparing financial planning documents, including statements of financial objectives, net worth statements, retirement models, and cash flow models
- Actively maintain custom enterprise universes; working with the Portfolio Manager and research team to conduct new manager searches for portfolio inclusion
- Responsible for monitoring the performance of loans within assigned portfolios
- Evaluate and assess performance of strategies & managers held within the custom portfolios
- Conduct performance attribution to determinant sources of return within the models
- Serve as liaison between Portfolio Manager and internal teams, providing operationally and research support to our sales team, enterprise management and trading teams
- Prepare information for use on quarterly webinar and conference calls detailing performance attribution and program updates
- Prepare portfolio changes information to enact on the platform; instructions to trading team and written updates about the changes to institutional clients and advisors
8
Responsibilities For Junior Associate Portfolio Manager Resume
- Active member of the company’s portfolio management committee, which oversees all managed solutions for Envestnet|PMC
- Analyze model accounts for drift and rebalance as needed
- Project-based initiatives related to process improvement
- Serve as primary point of contact for assigned lenders and portfolios, communicating issues to lenders, master servicers, special servicers, CBRE producers, and senior management
- Provide surveillance on loan and property performance
- Review, prepare and approve recommendations for lender consent items such as loan assumptions, partial releases, lease approvals, modifications and other real estate related transactions
- Responsible for managing and reviewing monthly watchlist reports and other reports
9
Responsibilities For Associate Portfolio Manager Index Tracking Management Resume
- Participate as a vital member of the Loan Sale Packaging team, abstracting loan portfolios and preparing offering memoranda for CBRE’s Loan Sale Advisory Group as assignments are awarded
- Intellectual curiosity, strong communication and presentation skills, high attention to detail, and strong time-management skills
- Work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complicated issues
- Applicable work experience in a related field
- Experience in the investment management arena required
- Experience working in a front line or customer service type role
- Working knowledge of FactSet
10
Responsibilities For Senior Associate, Portfolio Manager Resume
- Possible management and oversight of one to two Portfolio Analysts
- At least three years of exposure to the fixed income securities market
- Additional languages required; preferably in either German, Swiss German or Italian
- Assist is preparing new business proposals or presentations to clients/prospects based upon their needs, Harris’ products and services, competitive pricing and committed service capabilities
- Has 3-6 years of wealth management or financial operations experience
- 1+ yrs within the financial services industry
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