Resume

Portfolio Manager Resume Example & Writing Guide

Use this Portfolio Manager resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Portfolio managers are responsible for managing a portfolio of investments for their organization, often with the goal of achieving optimal returns at minimal risk. It’s a job that requires a unique combination of creativity, discipline, and analytical skills.

If you’re ready to take your career to the next level by working with some of the largest and most valuable assets in the world, this is the job for you. Follow these tips and resume example to write a portfolio manager resume that hiring managers will love.

David Moore
Chicago, IL | (123) 456-7891 | [email protected]
Summary

Seasoned portfolio manager with experience in hedge funds, mutual funds, and private equity. Proven ability to increase returns for investors while managing risk. Skilled in financial analysis, investment strategy, and portfolio construction.

Education
DePaul University Jun '10
M.B.A. in Finance and Investment Management
University of Illinois at Urbana-Champaign Jun '07
B.S. in Business Administration
Experience
Company A, Portfolio Manager Jan '17 – Current
  • Managed a $1B+ portfolio of hedge funds and mutual funds, including the development of investment strategies for new products.
  • Developed an automated trading platform to support the management of over $100M in assets under administration (AUM).
  • Designed and implemented a risk management framework that reduced portfolio volatility by 50% while increasing returns by 5%.
  • Created a web-based reporting system to provide real-time performance data on all portfolios managed by PMs, as well as historical information back to inception.
  • Implemented a process improvement initiative resulting in annual savings of $250K through streamlining manual processes related to trade execution and account maintenance.
Company B, Portfolio Manager Jan '12 – Dec '16
  • Collaborated with senior management to develop and implement a strategic plan for the portfolio, resulting in an increase of over 30%
  • Conducted research on companies within the scope of the fund’s investment strategy and monitored them throughout their lifecycles
  • Developed a comprehensive understanding of each company’s business model, including its products/services, markets, competitors and financials
  • Regularly reviewed all holdings to ensure they remained consistent with the fund’s investment objectives and risk tolerance levels
  • Maintained strong relationships with current clients while prospecting new ones through networking events and referrals
Company C, Investment Analyst Jan '09 – Dec '11
  • Analyzed financial statements and investment reports to identify trends and make recommendations to clients.
  • Constructed financial models to assess the viability of potential investments.
  • Conducted market research and analysis to identify opportunities and risks associated with investments.
Certifications
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Certified Investment Management Analyst (CIMA)
Skills

Industry Knowledge: Financial Analysis, Capital Markets, Trading, Portfolio Analytics, Financial Statements, Investments, Corporate Bonds, Derivatives, Mutual Funds, Hedge Funds
Technical Skills: Bloomberg, Microsoft Office Suite, Excel, QlikView, PowerPoint, Word
Soft Skills: Communication, Leadership, Problem Solving, Time Management, Organization

How to Write a Portfolio Manager Resume

Here’s how to write a portfolio manager resume of your own.

Write Compelling Bullet Points

Bullet points are the most important part of your resume because they’re the first thing recruiters and hiring managers will see. And they’re the best way to showcase your experience and qualifications.

So it’s important to use them to their full potential. And that means using them to describe your accomplishments and results. So rather than saying you “managed portfolio,” you could say you “managed $10M portfolio of luxury hotels, resulting in 15% increase in revenue over 18-month period.”

The second bullet point is much more specific and provides more detail about what you did and the results of your work. And that makes it much more interesting and compelling to read.

Identify and Include Relevant Keywords

When you submit your resume for a portfolio manager role, it’s likely that it will be scanned by an applicant tracking system (ATS) for certain keywords. These programs look for specific terms related to the position, like “investment analysis” or “financial modeling.” If your resume doesn’t include enough of the right terms, the ATS might discard your application before a human ever sees it.

To increase your chances of getting an interview, use this list of commonly used portfolio manager keywords as a starting point to help you identify the skills, experience, and qualities that are most important for the role:

  • Portfolio Management
  • Asset Management
  • Financial Modeling
  • Investments
  • Risk Management
  • Finance
  • Valuation
  • Equities
  • Trading
  • Investment Management
  • Capital Markets
  • Due Diligence
  • Fixed Income
  • Alternative Investments
  • Capital Raising
  • Financial Analysis
  • Asset Allocation
  • Derivatives
  • Hedge Funds
  • Asset Allocation Strategies
  • Investment Strategies
  • Investment Banking
  • Investment Properties
  • Commercial Real Estate
  • Mutual Funds
  • Property Management
  • Financial Services
  • Real Estate
  • Financial Planning
  • Fixed Income Investing

Showcase Your Technical Skills

As a portfolio manager, you are responsible for the management and investment of assets. In order to do this job effectively, you need to be proficient in the use of technology. This might include familiarity with financial analysis software, portfolio management software, and investment analysis software. Additionally, portfolio managers need to be knowledgeable about the investment landscape and the various investment vehicles available.

Previous

Credit Analyst Resume Example & Writing Guide

Back to Resume
Next

Operations Coordinator Resume Example & Writing Guide