Assistant Portfolio Manager Resume Example

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Assistant Portfolio Manager Resume Example (Version di testo)

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

Posizioni di Lavoro Simili

Revisore Project Manager Manager di Prodotto Gestore del Rischio Ragioniere Consulente d'Investimento Contabile Esecutivo Agente Assicurativo Finanza-Analista Manager Strategico Servizi Fiscali


Modelli di CV connessi a Accounting / Finanza


Modelli di Lettere di Presentazione Relazionati a Consulente d'Investimento

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