Portfolio Strategist Resume Sample
Domenico Walsh
981 Rachelle Ridge,
Dallas,
TX
+1 (555) 559 2668
Work Experience
Senior Portfolio Strategist
10/2015
-
PRESENT
Houston, TX
- Lead research initiatives to investigate the credit portfolio’s risk composition ahead of potential business cycle migrations, industry risk migrations, regional risk migrations, and name specific credit migrations. Monitor macro/sector trends, identify emerging risks, and lead research in select sectors; Prepare macro or sector-specific reports for senior-level meetings on a regular basis
- Research and analyze data, preparing and presenting analytical information and ensuring data integrity of the bank’s loan portfolio
- Lead research initiatives to investigate the credit portfolio’s risk composition ahead of potential business cycle migrations, industry risk migrations, regional risk migrations, and name specific credit migrations
- Lead research initiatives to investigate the credit portfolio’s risk composition ahead of potential business cycle migrations, industry risk migrations, regional risk migrations, and name specific credit migrations. Conducts peer analysis and industry research using SNL & OCC data
- Perform statistical analyses as well as creating and running simulations and risk-based scenarios related to KeyCorp’s Line of Business profitability reporting and supporting methodologies
- Interact closely with Senior Credit Portfolio Managers and CPM’s trading functions
- Graduate of BB&T’s Leadership Development Program
Portfolio Strategist
05/2010
-
04/2015
Detroit, MI
- Expert in Microsoft suite (Word, Excel, Access, PowerPoint, etc)
- Assist in the development of new client relationships and participate in new business meetings or client reviews to articulate the firm’s services and capabilities
- Series 7, 66 licenses
- Strong communication and presentation skills required - this is a heavy FA and client facing role
- Self-starter, ability to independently connect and build relationships in the field
- Experience working with UHNW clients is required
- Work effectively on a broader team
- Develop, implement and communicate results of comprehensive investment strategies for institutional clients that reflect a thorough understanding of each client’s goals and objectives and our investment strategies
Client Portfolio Strategist
03/2005
-
03/2010
Detroit, MI
- Design, build, test, implement, and maintain infrastructure necessary for international asset simulation and forecasting using Russell Investments’ proprietary software and Barrie & Hibbert’s Economic Scenario Generation (ESG) software
- Work with information technonlogy groups to design, prototype and test new capabilities to be integrated into Russell’s Asset Allocation and Forecasting web application
- Partner with the Asset Liability Management (ALM) team to establish and dynamically update the asset allocation strategy, portfolio mandates and benchmarks that guide the construction of the firm’s investment portfolio
- Act as a liaison with AAM’s Tactical Portfolio Management group, who execute asset mandates set by the IIG. Monitor performance of AAM and provide ongoing guidance to ensure objectives are met
- Prepare analysis and recommendations to the key risk committees of Aegon Americas, such as the US RCC and CRCC, in order to establish policies to shape the risk-reward profile of the firm’s balance sheet
- Support the CIO’s role as Transamerica’s senior spokesperson for investment related issues. Prepare reports and analysis for internal and external constituencies, such as rating agencies, regulators, the U.S. Board, the NV Supervisory Board, and the CRCC
- Extensive knowledge of the life insurance industry and its’ operating environment
Education
Everest University - Orange Park Campus
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Strong sales communication & writing skills esp translating complex quantitative investment analysis into relevant, actionable investment solutions
- Strong Written and Verbal Communication skills required. Proficiency using financial software including but not limited to
- Ensuring Fidelity’s products and services are effectively marketed through the intermediary channel
- Experienced strategist capable of independently completing complex portfolio analyses
- Demonstrated investment acumen, with the ability to respectfully challenge others' investment views
- Demonstrated ability to balance highly tailored client deliverables with intellectual leverage & reuse
- Designing and implementing trading strategies
How to write Portfolio Strategist Resume
Portfolio Strategist role is responsible for software, presentation, research, trading, database, portfolio, security, finance, credit, securities.
To write great resume for portfolio strategist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Portfolio Strategist Resume
The section contact information is important in your portfolio strategist 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 Portfolio Strategist Resume
The section work experience is an essential part of your portfolio strategist 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 portfolio strategist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio strategist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Portfolio Strategist resume experience can include:
- Prior portfolio management or investment management experience
- Taking on accountability for the client’s overall investment experience
- Understand and represent Fidelity’s investment capabilities through development of strong working relationships with investment teams
- Have proven strategic & innovative thinking and business acumen
- Experience working independently and across boundaries with senior executives and the ability to build personal credibility and assimilate business issues
- Validates capital market assumptions for ongoing asset allocation studies; recommends introduction of new asset classes and sub-classes as deemed appropriate
Education on a Portfolio Strategist Resume
Make sure to make education a priority on your portfolio strategist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio strategist 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 Portfolio Strategist Resume
When listing skills on your portfolio strategist 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 portfolio strategist skills:
- Strong presentation skills, including the ability to effectively present market views and investment strategies
- Solid relationship building and interpersonal skills
- A strong understanding of portfolio theory, all major asset classes, and the associated skills used by portfolio managers and research analysts
- Liaise effectively with the Marketing and Sales teams to prepare and execute joint sales and marketing campaigns/efforts with selected clients
- Designing & implementing investment strategies to improve multi asset portfolio risk/returns (2 years of experience)
- Influence others by demonstrating strong investment ability and communicating and engaging with colleagues
List of Typical Experience For a Portfolio Strategist Resume
1
Experience For Senior Portfolio Strategist Resume
- Prior portfolio management or investment management experience
- Effectively communicates our investment process and results to the client
- A strong track record of stock selection
- Framing the way that we present and communicate the performance, positioning, rationale, and outlook for SEI’s investment solutions
- Helping to shape SEI’s investment views; driving consistency across the venues, outlets, and materials where these views are expressed
2
Experience For Institutional Portfolio Strategist Resume
- Contributing to thought leadership and client education efforts in support of SEI’s investment philosophy and process
- Work closely with the risk manager regarding creating and monitoring a risk framework for the assigned portfolios
- Conduct research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials
- Very eager to learn; comfortable exploring new avenues for client service delivery
- Integrating information from across the investment organization into very high-level, solution-oriented messaging regarding SEI’s asset allocation models and investment solutions
- Managing and improving the process of bringing together information about the active positioning within each asset class comprising the total portfolio; aggregating and distilling that information into a thematic account of total-portfolio active positioning
- Monitoring exposures at the total-portfolio level and improving the transparency, accessibility, and reporting of this information in a way that enhances the client experience
- Assembling timely investment insights from across the Investment Management Unit, and crafting talking points to address topical market themes on an ad hoc basis
- Working with, and leveraging other resources within the unit—i.e. data and technology teams, portfolio managers, communications team—to improve efficiency in accomplishing all of the above
3
Experience For Client Portfolio Strategist Resume
- Learn third party models and tools used to develop investment ideas and strategy recommendations to Advisors. Foster VBA/programing skills to help develop scalable portfolio solutions
- Demonstrated knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products
- Strong knowledge of investment industry best practices, terminology and concepts including traditional and alternative asset classes and strategies
- Build strong partnerships & relationships and coach and influence appropriately
- Assist with the development of ideas and applications which expand the analytical capabilities of advisors, clients, and the Fixed Income Trading Group
- Provide training to Sales Desk employees, external wholesalers, and other Associates
4
Experience For Associate Portfolio Strategist Resume
- Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures
- Demonstrate a deep understanding of fixed income products and the confidence to articulate fixed income concepts and strategies in a pro-active manor. Assist field in creating and managing individual bond portfolios for assets held both at the firm and held away with competitors
- Identify relative value opportunities and trade ideas to assist advisors create and manage their individual bond/fixed income portfolios. Assist in creating and distributing field facing quantitative fixed income periodicals and client/advisor educational materials
- A team player with excellent communication skills and time management skills,
- Prior investment experience
- Assist fixed income product specialists with call volume and proactive outreach when needed
5
Experience For Strategist Bond Portfolio Analysis Resume
- Communicate portfolio construction concepts to wholesalers and advisors over the phone and in person
- Understand details of money manager platforms and investment processes
- Conduct presentations on portfolio concepts and investment strategies
- Generate specific case illustrations for wholesalers and representatives in their territory
- Respond to, follow up on, and make outbound calls to support sales
6
Experience For Portfolio Advisory Strategist Resume
- Understand money manager selection and portfolio construction processes
- Draft summaries, articles, and presentations that address economic, industry, and regulatory issues
- In support of the Bank of America Charitable Gift Fund, executes trades to sell gifted securities, executes trades to raise cash for grant making, rebalances portfolios, completes risk management and compliance routines (IPS, Reg 9, AAM), thoroughly documents account activity and communicates regularly with the administrative team
- Seeking CFA and / or MBA
- Engage with prospects and clients in order to
- Daily oversight of one or more portfolios
- Maintain regular communication with analysts in assigned industries
7
Experience For Forecasting Portfolio Strategist Resume
- Write trade reports and monthly and quarterly update reports
- Have both a quantitative and fundamental background
- Earns confidence of partners and clients/prospects by conveying a deep understanding of the Institutional Investment business, our investment platform, our investment value proposition and can demonstrate application of top of house thought leadership for each situation
- Explains the capital markets, investment strategies and performance analytics to clients, and adapts investment strategies to changing market conditions and evolving client needs
- CFA or seeking CFA; MBA also attractive
- Conduct supply/demand analysis for impacted locations(s). Measure and report on existing real estate supply in the context of current and projected business unit demand
8
Experience For Bankcard Services Portfolio Optimization Strategist Resume
- Analyze misalignments between supply and demand with regard to amount, location, cost, function, quality, and other factors
- Define business segment requirements to assess current need and forecast future real estate demand
- Review other factors related to affected assets, such as location and functional profiles, financial structure, capacity utilization market value (e.g., gain/loss on sale/sublease)
- Assist with business unit real estate strategies to improve alignment between business requirements and real estate to support business objectives and improve real estate performance
- Examine alternative scenarios (e.g., restack, realign, consolidation, acquisition, disposition, repurpose, sale/leaseback), perform supporting analysis, and assess operational impact
- Develop and implement ongoing processes to periodically evaluate and refine the alignment of the real estate strategy with business unit strategies
- Build credibility, establish rapport, and maintain communication with business partners at multiple levels, including those external to the departments
9
Experience For Portfolio Replication Senior Strategist Resume
- Champion process improvement and communications across Analytical and Portfolio teams with an intent to remove barriers and simplify the process and improve outputs
- Single point of accountability for all Portfolio content for internal and external communications (excluding monthly performance reporting)
- Actively evaluates process and activities to drive quality outputs and continuous improvement
- Responsible in effectively deploying the communications strategy with a focus on portfolio content quality, leading to the successful delivery of the vision and scientific focus of R&D
- Partner proactively and build strategic relationships with Comms and Investor Relations to ensure the content and quality of output
10
Experience For VP, Wealth Management Portfolio Strategist Resume
- Monitor how other Pharma competitors and other non-Pharma industry companies with an Innovation focus communicate portfolio content including but not limited to Investor Presentations, company websites, press releases, etc to inform GSK’s approach in a data driven way
- Critical to understand how data and people influencing skills, accuracy, and quality of communications are used to drive portfolio decision making in order to be successful influencer of those decisions and judgments
- Able to create communications plans, stakeholder maps, including mission, objectives, and strategy, thus optimizing communication and investor relations interactions
- Able to play a lead role in developing an investor strategy as it relates to the portfolio in collaboration with Investor relations and Communications to ensure the proper information is being requested in order to produce an accurate view of the entire portfolio to better inform the internal business partners and external marketplace
- Create and communicate key messages to internal leadership and external partners with credibility and confidence
- Rapidly synthesize information from multiple sources, communicate ideas and data both verbally and written in a persuasive and appropriate manner
List of Typical Skills For a Portfolio Strategist Resume
1
Skills For Senior Portfolio Strategist Resume
- Strong working knowledge of investments and portfolio construction
- Investment industry experience with exposure to multiple asset classes and investment strategies
- Building the tools and engines that turn our ideas into quantitative portfolios
- Capturing sales opportunities to increase Fidelity’s share in across NEA
- Conversant with topics like risk budgeting, factor investing & portfolio optimization
- Thorough understanding of macroeconomics, including global major markets and China market
- Proactive strategic thinking that reflects a thorough understanding of the capital markets and issues that are faced by institutional clients
- Trusted portfolio counselor to nation's most sophisticated & demanding investment advisors
- Constant data gathering and internal diffusion of Fund of Funds, DPM portfolios and recommended lists
2
Skills For Institutional Portfolio Strategist Resume
- Understand unique client needs by executing institutional level discovery and analytics
- Develop and evolve processes for delivering solutions to a wide range of clients
- Developer of trusted relationships with select internal & external partners
- Detailed qualitative and quantitative analysis vs. third parties funds in DPM / recommended lists: tactical opportunities on single funds (underperformance, PM change, closing)
- Displacement and/or complementing opportunities, if required: build alternative portfolios with Fidelity Funds (combining Fidelity Funds and third party funds or using only Fidelity Funds)
- Quick and accurate generation of written content (mails, newsletters) to be sent over on a regular basis to distribution networks bundling internal and external sources with the goal to link existing products to specific market situations where they can add value to clients
- Work closely with RFP team for client’s RFP / questionnaire production and tailoring to standard RFP for inclusion in recommended lists
3
Skills For Client Portfolio Strategist Resume
- Origination/participation in PM’s calls
- Prepare and tailor locally internal product materials to specific client needs, in collaboration with FIL central functions as well as local sales and marketing teams
- Provides detailed portfolio analytics using Modern Portfolio Theory to investment professionals for both existing and prospective clients
- Highly contribute with proposals to global/regional and local teams on products in focus for the coming quarter
- Maintain regular contacts with Product Specialists on fund management, portfolio positioning and market in order to update both clients and colleagues
- Prepare and deliver investment/fund presentations to investors, distributors and their end clients as required
- Interacts with outside consultants and research vendors to review and monitor third party investment solutions
- Develops and recommends optimal strategic model portfolios based on the statistical evaluation of risk, return, and correlations. (i.e. efficient frontier)
- Builds, interprets, and disseminates efficient portfolios to internal investment professionals and advisors using both proprietary and third party investment offerings
4
Skills For Associate Portfolio Strategist Resume
- Participates in third party manager / fund conference calls
- Conducts and interprets performance attribution analysis of both proprietary and third party investment solutions, and disseminates findings to investment professions and their clients
- Performs asset allocation studies and recommends changes to the Private Bank’s strategic and active allocation strategies
- Specialized Equity and Fixed Income Needs
- Lead the coverage of the Asia Pacific region
- Travel together with Financial Advisor's in the market region
- Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital’s investment process. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area
5
Skills For Strategist Bond Portfolio Analysis Resume
- Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital Group’s investment process
- Capital markets and/or investment experience required
- Experience with external consultants and monitor investment managers
- B.A. or B.S. in Business, Finance or related field required; CFA required
- Thorough understanding of security pricing theories and models (Modern Portfolio Theory, Capital Asset Pricing Model, Black Scholes, Net Present Value) and statistical analysis (probability distributions, variance, standard deviation, statistical hypothesis testing)
- Strong presentation skills and experience delivering material effectively to Senior Management (VPs, CFO) are required
- Strong analytical and technical skills, ability to analyze information, and perform efficiently in a fast-paced, deadline driven environment required
- Deep pharmaceutical industry experience, or equivalent relevant experience
6
Skills For Portfolio Advisory Strategist Resume
- Experience overseeing performance, risk and compliance of pension plans
- Investment industry experience with a focus on specialized investment strategies
- Established portfolio management experience, communications, corporate communications, and/or investor relations
- Experience in a related role or discipline
- Using analytical tools factset, axioma, Bloomberg and riskmetrics to analyze multi asset outcome oriented portfolios and drive investments
7
Skills For Forecasting Portfolio Strategist Resume
- Think strategically; anticipate industry and economic trends, adapt to unexpected influences and developments and to assess their impact on the financial markets. Strong business acumen for supporting the broader decision making needs of CSIM’s most senior business leaders
- Excellent presentation and communication skills in both written and spoken English and Mandarin
- Willingness to develop expertise in investment sales strategies
- Self-driven and able to work independently under pressure
- Knowledge of the fixed income markets, capital markets
- Proficiency using the Microsoft Suite to include Advanced Excel, Power Point, Word for marketing presentations, as well as ability to organize and prioritize; Other proficiencies to include Advent/Moxy, Trust 3000, Investortools Perform
- Proven ability to partner with Investment Advisors to present, consult and advise high net worth clients to achieve their financial goals
8
Skills For Bankcard Services Portfolio Optimization Strategist Resume
- Present solutions in a competent and confident manner to clients who have a sophisticated understanding of the capital markets and institutional client issues
- Lead clients to action by making complex issues and analysis easy to understand and by presenting solutions in a customized, goals-based framework
- Work with trading, sales and other research colleagues
- Investments strategies, risk premia across various asset classes, including equities, fixed income, currency, commodities and alternatives
- Financial instruments, futures, forwards and options
- Global financial markets, cross asset class tradeoffs to design and manage multi asset outcome oriented portfolios
- Deliver portfolio construction advice by working with financial advisors and Ultra High New Worth clients to construct customized portfolio's to meet client's needs
9
Skills For Portfolio Replication Senior Strategist Resume
- Conduct in-depth portfolio analysis
- Produce bespoke presentations that outlines our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
- Be an essential part of a diverse, global team
- Ensure timely and accurate execution of investment strategies across the vehicles
- Leverage knowledge and expertise in collaboration across various internal groups
- Generate and implement investment ideas for investment grade corporate bond and core strategies accounts, with the goal of contributing to excellent investment results
- Create models/thesis/insights to help shape top down strategy and individual portfolio construction
- Develop and regularly share market views
10
Skills For VP, Wealth Management Portfolio Strategist Resume
- Coordinating with other teams, leveraging existing areas of expertise within the Investment Management Unit and business units, such as the research teams covering SEI’s sub-advisors and the universe of asset managers, internal portfolio/asset managers, and the solutions and advice teams embedded within SEI’s distribution channels
- Working with all stakeholders to develop, establish, manage, and oversee the best possible investment solution, given clients’ goals and objectives
- Actively contributing to the process of developing and delivering investment solutions, by both seeking a deeper understanding of clients’ needs and providing direction and guidance from an investment perspective
- Conduct asset allocation studies to identify optimal portfolios tailored to achieve client goals, incorporating client risk tolerance levels, funding and income needs, and knowledge of current economic and financial market conditions
- Assist in developing new tools to improve the strategist team’s investment management capabilities. Research for new ideas and opportunities found in academic literature and creatively apply to current investment processes
- A team player with excellent communication skills and time management skills, computer proficiency and a high level of professionalism, particularly as it relates to attention to detail
- Highly effective influencing and negotiations skills in challenging, ambiguous and/or changing environments
- Highly effective verbal, written, presentation communications skills
List of Typical Responsibilities For a Portfolio Strategist Resume
1
Responsibilities For Senior Portfolio Strategist Resume
- Track record of employing highly sound technical and business judgment in solving complex business problems with high risk/impact to the organization
- See the ‘big picture’ and detailed oriented
- Capability to understand scientific, financial and commercial characteristics of programs within a broad complex portfolio and to distill insights
- Constructively challenge practices with senior leaders; drive appropriate process improvements; and integrate standardization/customization appropriately
- Excellent interpersonal & communication skills, with a customer focus and the capability to influence at different levels in the organization, with the development of relationships and networks across the organization
- Master Planning Coordination
- Have an in depth understanding of the drug discovery, development and commercialization processes including expertise in scenario planning, option generation, risk identification / management, and greater understanding of the variability of assumptions supporting robust investment decisions to ensure the communications accurately reflects the entire portfolio and specific assets
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