Assistant Portfolio Manager Resume Samples
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Assistant Portfolio Manager Resume Samples
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JZ
J Zulauf
Jadon
Zulauf
96443 O'Connell Course
Phoenix
AZ
+1 (555) 149 7103
96443 O'Connell Course
Phoenix
AZ
Phone
p
+1 (555) 149 7103
Experience
Experience
New York, NY
Assistant Portfolio Manager
New York, NY
Jenkins-Zieme
New York, NY
Assistant Portfolio Manager
- Work with portfolio managers on various investment projects to identify and assist in the development and implementation of best practices
- Manage portfolios within a framework provided by the Regional Portfolio Manager
- Work closely with the Portfolio Manager, CIO, other senior office staff, and Investment Office team members regarding current managers and potential managers
- Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of BB&T Asset Management, Inc. Policy and Strategy
- Work closely with Private Banking Relationship Managers and Investment Consultants to develop and recommend portfolio solutions for clients
- Work on cash management including securities lending management
- Analyze performance attribution and monitor performance drivers across portfolios and sectors
Houston, TX
Cim-assistant Portfolio Manager
Houston, TX
Jerde, Greenholt and Moen
Houston, TX
Cim-assistant Portfolio Manager
- Increase CIM penetration in terms of number of bankers using CIM solutions and number of accounts, working with GMMs, Lab, ICs and bankers on partnership, education and simplification
- Assist in the development of marketing strategies
- Maintain pipeline database and work with regional Investment Counselor heads to ensure accuracy in data reported to senior management through OneSource CRM
- Participate in the investment process and work closely with portfolio managers and analysts within the team
- Highly motivated self-starter, results-driven and teamwork oriented
- Knowledge of asset allocation techniques and implementation tools such as investment strategy, investment process, performance and structure
- Knowledge of financial markets
present
Detroit, MI
Assistant Portfolio Manager Fixed Income
Detroit, MI
Kassulke-Johns
present
Detroit, MI
Assistant Portfolio Manager Fixed Income
present
- Assist senior portfolio managers in all aspects of managing client portfolios
- Monitor portfolios on day-to-day basis to ensure compliance with client guidelines, adequate cash management, and other guidelines as set forth by clients and senior portfolio managers
- Generate and review portfolio analytics and conduct analyses of insurance portfolios performance with focus on return, yields, duration, etc
- Assist in selection and allocation of securities approved by sector teams for inclusion into client portfolios
- Coordinate preparation and distribution of client reports and responses to client requests
- Participate in client calls and meetings and assist in business development activities including generating or reviewing marketing materials and other ad hoc requests
- Develop, prepare and review the on-going production of portfolio summary reports for management
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Rutgers University
Bachelor’s Degree in Business
Skills
Skills
- Strong eye for detail, analytical skills and be service focused
- Candidate should be a team player with an excellent attitude and demonstrate a strong desire to learn
- Strong quantitative and analytical skills (MS Excel/programming/etc.)
- Team oriented individual with ability to work well with diverse groups
- Excellent written and verbal communication skills
- Working knowledge of various computer applications such as Microsoft Office
- Have excellent modelling and spread-sheeting skills
- Have a strong understanding of financial and accounting theory and practice
- Have an excellent understanding of the property markets and broader investment markets
- General knowledge of financial markets and portfolio management theory
10 Assistant Portfolio Manager resume templates
Read our complete resume writing guides
1
Cim-assistant Portfolio Manager Resume Examples & Samples
- Increase CIM penetration in terms of number of bankers using CIM solutions and number of accounts, working with GMMs, Lab, ICs and bankers on partnership, education and simplification
- Participate in the investment process and work closely with portfolio managers and analysts within the team
- Prepare and conduct investment reviews and product presentations to clients, prospects, and consultants
- Maintain pipeline database and work with regional Investment Counselor heads to ensure accuracy in data reported to senior management through OneSource CRM
- Conduct on-boarding presentations on CIM to new joiners at the level of Service Officer (SO), Relationship Officer (RO), Banker and Investment Lab analyst
- Participate in the monthly Latam Pipeline conference calls and Business review calls conducted by the Global Head of Products
- Assist the SO’s and RO’s with questions on required account opening and maintenance documentation
- Require candidate has Bachelors
- Masters and/or CFA preferred
- Minimum 5 years experience in investment/portfolio counseling
- Effective relationship management skills with strong client focus
- Position requires travel to the Latam region
- Languages: Spanish required / Portuguese preferred
2
European Assistant Portfolio Manager Resume Examples & Samples
- Self-motivated and be willing to be judged on results
- Flexibility in his/her approach to new ideas and projects
- Have an excellent understanding of the property and general investment markets
- Have outstanding analytical and communication skills. The ability to critically analyse ideas and proposals is key to this post and therefore some experience in an analytical role is essential
- Have excellent modelling and spread-sheeting skills
- Have a good understanding of financial and accounting theory and practice
- Fluency in a second European language is an advantage
3
Assistant Portfolio Manager Resume Examples & Samples
- Assist portfolio management team to implement coherent investment strategies for clients and manage clients’ exposure to duration, curve, sector allocation, and risk metrics
- Work on cash management including securities lending management
- Recommend new investments that meet client guidelines, strategies and risk objectives
- Support portfolio management by generating and monitoring portfolio analytics and conducting analyses of insurance portfolios’ performance with focus on returns, yields, duration, curve, sectors, and surveillance
- Responsible for portfolio compliance monitoring and compliance testing on insurance mandates
- Develop, prepare, and review the on-going production of portfolio summary reports for executive management
- Assist in preparing and reviewing scheduled deliverables and ad hoc client requests, and support Guggenheim’s client relationship efforts
- Support marketing efforts and new business initiatives, including generating or reviewing marketing materials and other ad hoc requests
- Maintain and understand investment related processes and procedures in order to improve operational effectiveness
- Analyze performance attribution and monitor performance drivers across portfolios and sectors
- BA/BS with concentration in Finance, Accounting, Economics, or Math/Engineering required; MBA and/or CFA preferred
- 5+ years of relevant experience in fixed income investment management or capital markets
- Strong quantitative and analytical skills (MS Excel/programming/etc.)
- Team oriented individual with ability to work well with diverse groups
- Proficiency with any of the following analytic systems preferred: Blackrock Aladdin/ANSER platform, CitiGroup YieldBook, Bloomberg, BondEdge, Barclays POINT
4
Assistant Portfolio Manager Resume Examples & Samples
- Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of BB&T Asset Management, Inc. Policy and Strategy
- Consult with administrative officers to maintain awareness of all relevant facts concerning the accounts and beneficiaries
- Contact existing clients to maintain a positive account relationship
- Maintain a thorough understanding of current economic, market, and investment conditions
- Manage portfolios within a framework provided by the Regional Portfolio Manager
- Minimum of two (2) years of investment experience
- Ability to work on moderately complex projects with minimum supervision
- Working knowledge of various computer applications such as Microsoft Office
- Successfully complete Cannon Trust Investments I, II, and III certifications
- Progress towards Chartered Financial Analyst (CFA) license
5
Assistant Portfolio Manager Resume Examples & Samples
- Generate ideas and discuss tactical asset allocation decisions
- Conduct direct equity analysis including stock screening and evaluation for a predominantly large-cap universe of Australian and global equities
- Conduct ETF, managed fund and hedge fund analysis including screening, manager evaluation and monitoring
- Work closely with Private Banking Relationship Managers and Investment Consultants to develop and recommend portfolio solutions for clients
- Produce and maintain marketing materials in support of new client acquisitions or ongoing relationship management
- Become able to clearly articulate the value proposition of diversified multi-asset class portfolios, a risk-focussed investment process and the role of discretionary solutions as a core part of our investment advisory service
- Present portfolio updates relating to performance and market outlook for clients and Relationship Managers
- Analyse and monitor portfolio performance and create written market and portfolio commentary materials
6
Assistant Portfolio Manager Resume Examples & Samples
- Portfolio management of a selection of Aon Hewitt Funds (Canada) and Aon Hewitt Delegated Investment Solution client portfolios
- Follow and enhance portfolio management process for each fund/client portfolio including
- University degree with a specialization in Actuarial Science, Finance, Business Administration, Commerce or Mathematics
- Relevant experience (3-6 years) in an actuarial and/or investment management environment, working in particular with defined benefit pension plans, liability-driven investments and/or bond portfolio management
- Chartered Financial Analyst and/or CIM designation; or working towards either designation
- Currently registered as an Associate Advising Representative or the ability to be registered shortly after start date
- Knowledge of, and experience with, software and systems, e.g. Bloomberg, Charles River
- Understanding of, and experience working with, institutional investment managers
- Demonstrated ability to think strategically and implement changes/enhancements to processes and strategies
- Ability to work independently but also collaborate effectively with other team members
- Willingness to think outside the box and deliver innovative ideas
- Interest in, and aptitude, for operational excellence
- A positive attitude combined with a great willingness to contribute to the success of Aon Hewitt
7
Assistant Portfolio Manager Resume Examples & Samples
- Bachelor’s degree in Finance, Economics, Accounting or related field preferred
- 2+ years’ experience within Financial Services or Investment Industry
- General knowledge of financial markets and portfolio management theory
- Exposure to fiduciary laws preferred
- Must possess excellent communication, listening and presentation skills
- Strong eye for detail, analytical skills and be service focused
- Accurate, timely and comprehensive execution of tasks assigned
- Good problem solving and troubleshooting abilities
- Must be a team player
- Must have strong technical aptitude in Excel, Word, and Outlook
8
Assistant Portfolio Manager Resume Examples & Samples
- Producing periodic analytics and position reports
- Performing ad-hoc statistical analyses and economic and/or market research
- Maintaining dialogue with Wall Street firms and filtering for relevant research
- Supporting the process and governance around trade execution and settlement
9
Assistant Portfolio Manager Fixed Income Resume Examples & Samples
- Assist senior portfolio managers in all aspects of managing client portfolios
- Monitor portfolios on day-to-day basis to ensure compliance with client guidelines, adequate cash management, and other guidelines as set forth by clients and senior portfolio managers
- Generate and review portfolio analytics and conduct analyses of insurance portfolios performance with focus on return, yields, duration, etc
- Assist in selection and allocation of securities approved by sector teams for inclusion into client portfolios
- Coordinate preparation and distribution of client reports and responses to client requests
- Participate in client calls and meetings and assist in business development activities including generating or reviewing marketing materials and other ad hoc requests
- Develop, prepare and review the on-going production of portfolio summary reports for management
- Collaborate with Operations and Trading teams to design and develop reports and portfolio management “tools” using Microsoft Excel and other internal or third-party systems
- Assist in portfolio monitoring and surveillance efforts
- Work with portfolio managers on various investment projects to identify and assist in the development and implementation of best practices
- Bachelor's Degree (MBA and/or CFA a plus)
- 2-5 years of relevant experience in fixed income investment management, fixed-income related capital markets, or fixed-income analytics
- Strong quantitative and analytical skills, with very strong Excel/spreadsheet skills
- Experience with Blackrock Aladdin /ANSER platform strongly preferred. Additional experience with Bloomberg, CitiGroup YieldBook, and other fixed income analytic systems is a plus
10
Assistant Portfolio Manager Resume Examples & Samples
- Bachelor's degree (Finance, Accounting, Mathematics or Economics, preferred)
- Three or more years of related experience
- Thorough understanding of Finance and Accounting principles
11
Assistant Portfolio Manager, GRE Resume Examples & Samples
- Manage the property insurance programme for all UK, Irish & European direct funds liaising with the external broker, insurers and loss adjusters as appropriate
- Manage the annual insurance valuation programme
- Assist the Portfolio Manager in the oversight of key third party suppliers to include insurance brokers, managing agents and valuers. Monitor deliverables and performance against agreed KPIs and deal with day to day issues arising out of such contracts
- Maintain accurate records of third party instructions and co-ordinate payment of fees
- Develop and maintain a database of managing agent fees
- Assist in maintaining the comprehensive suite of appointment documentation
- Build and maintain relationships with Aviva Investors personnel globally, to ensure a consistency in approach to insurance and property asset management
- Help develop the adoption of standard Policies and Procedures
- Manage the internal legal fees recharge
- Manage the monthly purchase and sale notification process
- Co-operate with internal and external auditors as required
- Assist with ad hoc work projects and deal with a variety of enquiries about the property portfolio
- Understanding of the UK commercial property market
- Organisational skills and the ability to handle large information flows
- Good planning and time management skills
- Ability to communicate with all external and internal clients and suppliers
- Confident MS Excel and other MS Office systems knowledge
12
Assistant Portfolio Manager Am Resume Examples & Samples
- Assisting Portfolio Manager – Fixed Income in Managing daily cash flow
- Assisting Portfolio Manager – Fixed Income in calculating the Investment yield, duration, and projection
- Assisting Portfolio Manager – Fixed Income in updating Portfolio Model of Fixed Income and Money Market Mutual Funds
- Assisting Portfolio Manager – Fixed Income in preparing presentation materials and other supporting reports of Portfolio Manager team - Fixed Income unit
- Keeping and upholding the integrity and ethics, which include reporting of share ownership to Compliance Department; understanding, implementing, and ensuring department comply with the code of ethics and standards of professional conducts from CFA Institute
- Fluent in English and Indonesia, both written and oral
- Having leadership capability, independent and able to work in team
13
Assistant Portfolio Manager Resume Examples & Samples
- Work closely with the Portfolio Manager, CIO, other senior office staff, and Investment Office team members regarding current managers and potential managers
- Independently research investment themes globally and across asset classes
- Research and monitor industry trends, develop and maintain relationships with peers and service providers across the industry
- Evaluate and monitor risk at the portfolio, asset class, manager, and holding levels
- Conduct manager meetings with current and potential managers
- Build and maintain relationships with current and potential managers, seeking to be a value-add thought partner
- Coordinate work of Senior Analysts and Analysts
- Lead bottoms-up diligence, analysis, and ad hoc studies of existing and potential managers
- Evaluate a wide variety of investment types - including general partnership stakes, direct investments and co-investments, and more typical fund investments
- Actively participate in negotiations for new investments, including complex structured transactions
- Coordinate the tracking of manager communications for and highlight changes in teams, terms, and legal requests
- Research, document, and present investment opportunities to management and investment committee
- Actively monitor legacy investments, including making recommendations when to pursue secondary sales
- Communicate effectively with the Portfolio Manager, CIO, team, external managers, and Investment Committee
- Contribute to project work as it relates to the team’s use of systems and data
- Operate as an integral member of the Investment Office Team at PHS
- Develop investment skills and positively contribute to the investment success and excess return of the Investment Pools
- Embrace technological advances to gain efficiency for the team, office, and organization
- Five plus years of relevant global investment experience preferred
- Prefer MBA, JD or relevant advanced degree, CFA designation, or progress towards CFA designation
- Strong quantitative analysis skills
- Outstanding MS Excel skills
- Interpersonal skills to independently interact with other groups within and outside PHS
- Ability to handle multiple tasks with accuracy and attention to detail, and to work under the pressure of time and markets
- Unquestionable ethical standards
- Ability and desire to travel internationally
14
Assistant Portfolio Manager Resume Examples & Samples
- Support the Greater China Portfolio Manager in managing multiple financing platforms
- Monthly reporting (financing performance, target setting, volume & pen rates, etc.)
- Support country-wide sales training events in Chinese and English
- Stakeholder management/ partnership with regional sales & finance teams
- Generate market financing insights / intelligence in conjunction with the PC origination head
- Manage portfolio in accordance with internal risk & compliance guidelines
- Manage transactional execution with appropriate support staff
15
Assistant Portfolio Manager Resume Examples & Samples
- 0-3 years’ experience or relevant internship/work experience
- A Bachelor's degree in a finance related or other quantitative discipline
- Familiarity with and knowledge of the U.S. Fixed Income markets, including Agency mortgage-backed securities, asset-backed securities and Treasuries
- Experience with Bloomberg, Yield Book and/or Intex a plus
16
Assistant Portfolio Manager, Chicago Suburbs Resume Examples & Samples
- Respond to client communications and address issues within one business day
- Manage and process all leases within the building, including uploading lease to Connect and tracking of leases through the Master Lease List
- Manage and process all income as required
- Organize and maintain all homeowner and administrative files and perform annual association file cleanout in accordance with company standardized hard copy and electronic system
- Update and generate required association and management reports as instructed by the Property Manager
- Assemble Board Packets in a clean, orderly, and professional fashion
- Consistent use and maintenance of Connect
- Manage all moves, deliveries, staging and resident contractors for elevator use, utilizing move calendar, including collection of move fee and deposit, and obtaining appropriate documents and proof of insurance
- Coordinate move in orientations as required
- Coordinate printing and electronic distribution of monthly newsletter, as well as uploading document to Connect and Community Website
- Coordinate all meeting logistics as required
- Coordinate resident events as requested
- Monitor and address resident disputes as required and build a positive relationship between residents and management
- Act as backup when Property Manager is on vacation, sick, or out of office
- Provide backup for Front Desk Staff if and when required
- Assist with after-hours emergencies, if and when the Property Manager is unavailable
- Conduct common area walks and address issues as required
- Assist Property Manager in administrative duties as required
- BS/BA Degree preferred
- Minimum of three years property management experience
- CAM License required
- CMCA Designation preferred
17
Assistant Portfolio Manager Resume Examples & Samples
- Assist portfolio management team to implement coherent investment strategies for clients and manage clients’ exposure to duration, curve, sector allocation and risk metrics
- Support portfolio management by generating and monitoring portfolio analytics and conducting analyses of insurance portfolios performance with focus on returns, yields, duration, curve, sectors and surveillance
- Develop, prepare and review the on-going production of portfolio summary reports for Executive Management
- Assist in preparing and reviewing scheduled deliverables and ad hoc client requests and support Guggenheim’s client relationship efforts
- Maintain investment related processes and procedures and be able to improve operational effectiveness
- Understand investment related processes and procedures and be able to improve operational effectiveness
- BA/BS with concentration in Finance, Accounting, Economics or Math/Engineering required (MBA and/or CFA preferred)
- Relevant experience (5+ years) in fixed income investment management or capital markets
- Strong communication and computer programming skills
- Proficiency with any of the following analytic systems preferred: Blackrock Aladdin/ANSER platform, Bloomberg, and Barclays POINT
18
Assistant Portfolio Manager Resume Examples & Samples
- Assist PMs who are accountable for ongoing monitoring and due diligence for credit relationships within their assigned portfolios, and addressing all related customer issues
- Helps the PM develop customer awareness of economic, market, regulatory and banking industry trends with respect to credit in order to set credit quality expectations with the customer
- Stay current on industry trends that create risk for the bank or for the customer
- Works closely with PMs and RMs in successfully managing their jointly assigned customer relationships
- Conducts pricing analysis for credit risk incurred in order to help meet US Bank’s profitability and return objectives
- Working closely with PMs and RMs, participates in growing SIIM Division net revenue year over year
- Participates, in conjunction with the assigned PMs and RMs, in an effective calling effort for existing credit customers and prospects, as needed and appropriate
- Support PMs to ensure that all internal risk ratings are accurate and kept timely. Helps to identify key business and client issues, perform financial analysis including forecasting, monitor loan covenants and perform collateral analysis so as to maintains acceptable credit quality and loan profitability standards
- Assist with the producing of credit display packages that are well written, complete, thorough and adhere to business line and U.S. Bancorp standards
- Ensure that PMs identify and adhere to U.S. Bancorp policies and procedures and conform to regulatory requirements. Keeps current on banking laws and regulations, economic and financial trends
- Learns and stays current on U.S. Bancorp general commercial lending policies and SIIM Division specific policies, products, and services
- Keeps informed through independent sources, seminars and classes to further enhance knowledge of various aspects of credit underwriting, portfolio management, credit product knowledge and commercial lending
- Bachelor's degree (Finance, Business, or Economics preferred)
- One to three years of credit, risk and/or sales experience in the financial services industry
- Candidate should be a self-starter and possess strong analytical and problem solving skills
- Candidate should be a team player with an excellent attitude and demonstrate a strong desire to learn
- General understanding of credit underwriting and securities collateral
- Ability to work effectively with individuals and groups across U.S. Bank to assist with the management of customer relationships
- Working knowledge of Microsoft Word, Excel and Powerpoint
- Ideal candidate will have some general understanding of the Securities and Investment Management Industries, including, but not limited to, the types of companies that operate in these industry segments, funding sources, regulatory environment, and knowledge of market and credit risks
19
Assistant Portfolio Manager Resume Examples & Samples
- Have experience making indirect real estate / unlisted real estate fund investments and/or have experience underwriting direct real estate investments
- Have an excellent understanding of the property markets and broader investment markets
- Have a strong understanding of financial and accounting theory and practice
- Have outstanding analytical and communication skills. The ability to critically analyse ideas and proposals is key to this post and therefore extensive experience in an analytical role is essential
- Be self-motivated and flexible in his/her approach to new ideas and projects
- Be able to demonstrate clear evidence of being a team player
- Be client-focused and solutions-oriented
- Minimum 6 real estate years' work experience
20
Assistant Portfolio Manager Resume Examples & Samples
- Assist the Portfolio Manager with the management of trade credit and political risk insurance policies in support of transactions owned by U.S. Bank’s International Banking Group. Over time, develop relationships with insurance brokers and other network partners that support the International Banking products and/or transactions
- As insurance programs are on-boarded, the candidate will be responsible for administering adherence to the administrative and financial requirements of the policies in terms of premium payments, disclosure requirements and observing the warranties and conditions of each policy in force
- Administer the bank's participation in the US Exim Bank’s short term insurance program
- Work on transactions needing risk mitigation initially via distribution to the secondary market and then into the insurance programs as that capacity comes on-line
- Support the Portfolio Manager in negotiating up-to-date Master Risk Participation Agreements (MRPAs) with banks currently having such agreements signed with USB in order to ensure the agreements are current as regards regulatory and compliance requirements and to better safeguard the interests of the bank
- Maintain solid knowledge of and full compliance with the programs, policies, procedures and all agreements used to document International Banking transactions
- Maintain positive relationships with internal partners such as Institutional Risk Management, Commercial Loan Services, Compliance, Legal, Audit, and Reporting, and external partners such as commercial banks, trade credit insurance brokers/underwriters and others
- Develop and maintain a database showing deals in flight, secondary bank and underwriter capacity utilized and available, and revenue/return matrices
- Prepare and maintain various business line reports for review by senior management
- Assume responsibility for special programs, projects or assignments and serve as a back up to the portfolio manager when needed
- At least 3-5 years of commercial banking, international banking and/or portfolio management experience
- Has a basic understanding of all International Banking Group products
- Ability to work with a diverse group of professionals working in various and remote locations