Assistant Portfolio Manager
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Resume samples
Yaisa Chisman
yaisa.chisman@gmail.com | (508) 582-7230 | Reno, NV
Summary
As an assistant portfolio manager with over 5 years of experience, I have a proven track record in delivering results and providing support to investment professionals. I thrive in fast-paced environments and am able to work effectively under pressure. My ability to quickly adapt to change has allowed me to successfully manage multiple projects simultaneously. I am a motivated self-starter who is proactive in identifying opportunities for process improvements.Through my previous roles, I have developed strong analytical skills which enable me to make sound decisions that contribute to the success of the team. I am also an excellent communicator with the ability to build relationships at all levels
Experience
Assistant Portfolio Manager at Harrah's Entertainment, Inc., NVMay 2022 - Present
- Led a team of analysts in the development and execution of an investment thesis that resulted in a 15% return on investment over 18 months.
- Developed and managed relationships with key clients, resulting in $2 million in new assets under management.
- Conducted extensive analysis on potential investments, leading to successful decision-making that generated $1.5 million in profits.
- Demonstrated ability to think creatively and solve problems, resulting in increased efficiency and effectiveness within the portfolio management process.
- Trained and mentored junior staff members, contributing to their professional development.
Associate Portfolio Manager at MGM Resorts International, NVJul 2017 - Mar 2022
- Led the development and execution of a/an Associate Portfolio Manager with real numbers and details.
- Achieved an average return on investment of 12% per year for the portfolios under management.
- Consistently outperformed benchmarks, including the S&P 500 Index, by at least 3%.
- Demonstrated expertise in managing risk through active portfolio management and disciplined rebalancing strategies.
Education
Bachelor of Science in Finance at University of Nevada, RenoSep 2013 - May 2017
Some skills I've learned are financial analysis, financial modeling, and presentation skills.
Skills
- Financial analysis
- Portfolio management
- Risk management
- Investment strategies
- Economic trends
- Financial modeling
- Excel
Domitila Lubke
domitila.lubke@gmail.com | (220) 123-8376 | Miami, FL
Summary
I am an assistant portfolio manager with over 5 years of experience. I have a proven track record of success in managing portfolios and providing analysis and recommendations to clients. I am a motivated self-starter who is able to work independently as well as part of a team. I have strong communication and interpersonal skills, which allow me to build relationships with clients and colleagues alike.
Experience
Assistant Portfolio Manager at American Express, FLJun 2022 - Present
- Successfully managed a portfolio of investments with an average annual return of 12%.
- Successfully negotiated and implemented investment strategies that resulted in increased profits for the company.
- Managed portfolios for high net worth individuals and institutional investors.
- Created custom asset allocation models for clients based on their risk tolerance and goals.
- Researched and recommended new investment opportunities to clients.
Associate Portfolio Manager at Discover, FLAug 2017 - May 2022
- Achieved annualized return of 12.5% over a 3-year period.
- Generated $1M in new client assets under management.
- Constructed and managed portfolios with up to $100M in AUM.
- Analyzed macroeconomic trends and their impact on global markets and individual securities.
- Wrote monthly market commentary for internal and external distribution.
Education
Bachelor of Science in Finance at University of FloridaAug 2013 - May 2017
I have learned strong analytical and problem-solving skills while studying Bachelor of Science in Finance.
Skills
- Excel
- VBA
- SQL
- Python
- R
- MATLAB