Portfolio Manager Resume Example

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Portfolio Manager Resume Example (Full Text Version)

Elena Neacsu

Address: Splaiul Muncii 6A, 211694, Bucharest, Romania

Email address: elenaneacsu@gmail.com

Phone number: 021-318 6090

Web: www.elenaneacsu.com

Profile

Fund Manager of the Year Award winner for providing excellent financial services and guidance on investments offering extensive experience and financial markets expertise.

Expert at managing multi-asset portfolio accounts, making investment recommendations, and generating financial market research with strong analytical skills and ability to work under pressure.

Work experience

10/2017 - 02/2019, Portfolio Manager, Cordwallis Group, Inc., Bucharest, Romania

Oversaw over 120 multi-asset portfolio accounts with a total value of over $200M.
Advised clients via phone/face-to-face meetings, made investment recommendations, and proposed new investment opportunities to maximize returns and minimise risk.
Won 2018 Fund Manager of the Year Award for providing excellent financial advices and guidance on investments.

06/2014 - 10/2017, Portfolio Manager, Venture Group, Inc., Stirling, United Kingdom

Managed $10M in client assets including various stocks and bonds with an extraordinary yearly return of over 50%.
Conducted financial market research through analysis of micro/macro-economic factors, new trends, and potential investment opportunities; reported findings to senior managers.
Significantly decreased investment risk by using well-established strategies, such as diversifying portfolio; cut unnecessary costs and fees by 10%.

Education

09/2010 - 05/2014, Accountancy and Finance, University of Stirling, Stirling, United Kingdom

First Class Honours

Clubs and Societies: Basketball Club, European Society, Political Society

09/2006 - 05/2010, Gymnasium, Callatis Theoretical High School, Mangalia, Romania

Graduated with Distinction

Skills

Languages

Romanian

English

German

Computer Skills

Microsoft Office

StockMarketEye, FinFolio

ReconAdvantage

Asset Manager

Plus500

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Multitasking

Problem Solving

Certificates

05/2014, Portfolio Management Professional, Academy of Certified Portfolio Managers

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