Portfolio Manager Resume Example (Text version)
Address: Splaiul Muncii 6A, 211694, Bucharest, Romania
Email address: email@example.com
Phone number: 021-318 6090
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.
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%.
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
Ability to Work under Pressure
05/2014, Portfolio Management Professional, Academy of Certified Portfolio Managers