Assistant Portfolio Manager Resume Example

Land your next job more easily and pick up more ideas for your next resume with this expertly drafted Assistant Portfolio Manager resume example. Copy and paste this resume sample free of charge or rewrite it directly in our online resume maker.

Create My Resume

Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

Previous sample

Assistant Operations Manager Resume Example

Assistant Portfolio Manager Resume Example

Next sample

Previous sample

Next sample

This resume was written by our experienced resume writers specifically for this profession. Create your resume now or edit this resume example.

Was this sample helpful? Rate it!

Average: 4.5 (11 votes)

Assistant Portfolio Manager Resume Example (Full Text Version)

Paulina Vinciunaite

Address: 2737 Colonial Drive, 77480, New Jersey, NJ, United States

Email address: paulinavinciunaite@gmail.com

Phone number: 817-707-3436

Web: www.paulinavinciunaite.com

Profile

Results-oriented and data-driven Assistant Portfolio Manager accustomed to working under pressure and in fast-paced business environments. Skilled at performing financial modeling and analysis, developing new investment strategies and plans, and monitoring clients' portfolios. Chartered Financial Analyst with excellent critical thinking skills and well-developed time management abilities. Paulina is currently looking for an Assistant Portfolio Manager job with a modern organization.

Work experience

06/2017 - 05/2019, Assistant Portfolio Manager, VineBrook, LLC, New Jersey, NJ, United States

Conducted professional financial modeling and analysis, monitored clients' portfolios, and provided beneficial advice and recommendations to clients.
Developed and implemented new investment strategies and plans, traded securities, and performed detailed market research.
Completed monthly reports on the performance of investments and presented results and findings to managers.
Assisted Portfolio Managers in any duties as required and communicated with potential/existing clients via phone and/or email.
Awarded Employee of the Month for increasing returns of all assigned portfolios by more than 30%.

Education

09/2016 - 05/2017, Investment Management, Princeton University, Princeton, NJ, United States

Master's degree

GPA: 3.96

09/2012 - 05/2016, Economics & Finance, Indiana University Bloomington, Bloomington, IN, United States

Bachelor's degree

GPA: 3.98 (Top 5% of the Program)

The 2015 Academic Excellence Award winner

Clubs and Societies: Economics Society, FinTech Society, Marketing Society

09/2008 - 05/2012, High School, Vilnius Minties Gymnasium, Vilnius, Lithuania

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2012 Best Graduate Award winner

Skills

Languages

Lithuanian

English

Chinese

Computer Skills

Microsoft Office

Investment Account Manager

FutureAdvisor, SigFig

Master Investor 6

Quicken Premier 2019

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Critical Thinking

Teamwork

Time Management

Volunteering

09/2010 - 05/2012, Class President, Vilnius Minties Gymnasium, Vilnius, Lithuania

Certificates

02/2019, Chartered Financial Analyst, CFA Institute

01/2016, Driving Licence, Driving School

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

Edit this sample using our resume builder.

Edit Sample

Let your resume write itself — with AI.

Kickresume’s AI Resume Writer can generate a great first draft of your resume in seconds. Simply enter your job title and let artificial intelligence help you get started.

Create Resume With AI