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.
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.