Portfolio Manager Resume Template

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Portfolio Manager Resume Template (Full Text Version)

James Comey

Address: 99999 Jones St, 99999, San Francisco
Phone number: contact hidden


  • Account Management professional with over 3 years in the solar industry seeking a new opportunity with career growth
  • Increased portfolio performance by 300% over the last year by bringing on new partners and ramping them up to scale
  • Bachelors degree in Communication from University of California, Santa Barbara

Work experience

10/2015 - present, Portfolio Manager, Sunrun, San Francisco
  • Onboard and manage relationship with new and existing partners
  • Build relationships with integrated partners to manage their project pipelines to ensure reliable cash flow and stable growth
  • Point person for post-sale process including design policies, installation, interconnection, rebates, payments, and cancellations
  • Use Salesforce reporting to influence partners to improve cycle times and build quality to ultimately improve the customer experience and drive referrals
  • Responsible for $7M+ in partner revenue per month
02/2015 - 10/2015, Operations Associate, Sunrun, San Francisco
  • Review and approve design plans and grant “Notice to Proceed” for all integrated partners
  • Work closely with partners and PPRs to ensure NTP is granted in a timely manner
  • Travel to partner offices to provide training on the change order and NTP processes
  • Proofread and sign contracts between Sunrun and the customer
  • Validate the sizes of proposed solar systems
  • Review and approve milestone cases for partner installs
10/2011 - 04/2014, Server/Shift Manager, Perry's on Union, San Francisco
  • Server for just over a year before given extra responsibilities
  • Required to deal with any difficult customers, special requests, and other various escalations
  • Responsible for overseeing cash deposits and server tipouts at the end of a shift
08/2010 - 08/2013, Talent Relations, Zillionears, Santa Barbara/San Francisco
  • Co-Founder, Part Owner
  • Lead generation - discover and contact artists, labels, and managers to build interest in using service
  • Maintain contact and build a relationship with these artists via phone or email, twitter and other social networking sites
  • Run social media accounts and respond to emails and inquiries
12/2011 - 05/2012, Social Media Intern, SpringAhead, San Francisco
  • Manage Facebook, LinkedIn, and Twitter accounts for B2B purposes
  • SEO/SEM responsibilities such as link generating, content creating, and results tracking
  • Use Salesforce reporting for VerticalResponse for email campaigns
  • Use feedback from Desk.com to create web content


09/2009 - 06/2011, Communication, University of California, Santa Barbara, Santa Barbara

Software skills

Microsoft Office
Google Suite
Position Overview:

Portfolio Manager

Portfolio Managers are professionals who work closely with their firm’s clients to manage their investment accounts. Their duties include consulting and advising clients to develop investment objectives that are supposed to increase investment performance, creating reports on investment activity, communicate with clients, and provide information on market conditions and economic trends. To adequately accommodate all these responsibilities, Portfolio Managers have to have some formal background in business or finance, and knowledge of financial investment strategies and risk management techniques. Customer service skills and interpersonal skills are required too, as well as spending a lot of time in front of a computer, looking at data.

Company Overview:

Sunrun is the biggest dedicated residential solar company in the US. Their mission is to create a “planet run by the sun”. Since establishing solar energy as part of their service model in 2007, they continue to lead the industry in providing renewable energy and the benefits that come with it to homeowners around the country. The firm carries out everything from installation to maintaining the solar panels for you and guarantees predictable pricing for 20 or more years. Workers report that the company is well-managed, provides good benefits, and is flexible regarding working hours. Still, because this is only an emerging market, it may be a little difficult to find opportunities for carrier progress.

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