Assistant Portfolio Manager Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the assistant portfolio manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

J Zulauf

Jadon

Zulauf

96443 O'Connell Course

Phoenix

+1 (555) 149 7103

96443 O'Connell Course

Phoenix

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

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

Create a Resume in Minutes

10 Assistant Portfolio Manager resume templates

Read our complete resume writing guides

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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