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Assistant Portfolio Manager Resume

John Smith
123 Any Town · USA 98109
[email protected] · (425) 555.0139

Summary of Qualifications

  • Extensively handled client portfolio management tasks
  • Possess comprehensive knowledge on portfolio investment environment
  • Comprehensive knowledge of QuickBooks and Microsoft Office Suite
  • I have an Bachelor’s Degree in Accounting from Community College.

Professional Experience

XYZ Investment Services – Any Town, USA 2000 to Present

Portfolio Manager
  • I handled and ably managed the company’s several important global accounts amounting to more than $500 million
  • I initiated new ideas for investments, marketing and promotion of the company’s products which resulted to a 30% increase in revenues
  • I received recognition from the company through various awards

Onthemark Investment Services – Any Town, USA 1997 to 2000

Quantitative Analyst
  • I maintained strong relationships with several trading firms and investment analysts that benefited the company through minimum costs to trading and gaining maximum profits in return.
  • I developed several models for earnings growth and used them with excellent results in analyzing the company’s growth.
  • I handled the evaluation of quantitative stock selection models, which the company has implemented in managing about $4 billion in global equity portfolios.

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