Portfolio Administrator
Writing a great portfolio administrator resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.
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If you're looking for inspiration when it comes to drafting your own portfolio administrator resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the portfolio administrator job you're after.
Resume samples
Sammie Hauersperger
sammie.hauersperger@gmail.com | (290) 430-1067 | Detroit, MI
Summary
I am a portfolio administrator with over 4 years of experience. I have worked in various industries and sectors, including the financial industry. I have gained valuable experience in managing portfolios and administering investment vehicles. I am extremely detail-oriented and well-organized, which has allowed me to excel in this field. I am knowledgeable in all aspects of portfolio management, from asset allocation to performance measurement. My goal is always to provide my clients with the best possible service and advice, while maximizing their investment returns
Experience
Portfolio Administrator at American Funds, MIMar 2022 - Present
- Negotiated and administered over $100 million in contracts.
- Monitors program performance against established goals, objectives, milestones, and deliverables.
- Implemented a portfolio management process that increased transparency of project status and improved decision making.
- Led the development of annual operating plans and budgets for multiple portfolios totaling $50M+.
- Defined processes for tracking progress on initiatives to ensure timely delivery of results.
- Chaired monthly meetings with senior leadership to review portfolio health.
Portfolio Administrator II at Putnam Investments, MIJul 2018 - Jan 2022
- Led a team of 3 portfolio administrators in the daily operations of the department.
- Monitored and reported on portfolios worth over $2B.
- Reviewed and processed trades for accuracy and compliance.
- Reconciled discrepancies between trade tickets, settlement reports, and position records.
- Prepared monthly client performance reports.
- Generated ad-hoc reporting as requested by clients or senior management.
Education
Associate of Arts in Business Administration at University of MichiganAug 2014 - May 2018
Some skills I've learned are effective communication, time management, teamwork, and critical thinking.
Skills
- Portfolio Administration
- Financial Analysis
- Investment Management
- Risk Management
- Performance Evaluation
- Asset Allocation
- Client Services
Ova Willibey
ova.willibey@gmail.com | (790) 275-7430 | 2650 West Jackson Boulevard
Summary
I am a Portfolio Administrator with over 4 years of experience. I have worked in both the public and private sector, and have gained a strong understanding of investment vehicles, financial planning, and portfolio management. I am an expert in Excel and VBA programming, which has allowed me to automate many processes related to portfolio administration. In my current role as a Portfolio Administrator at XYZ Firm, I oversee all aspects of client portfolios including performance reporting, asset allocation analysis, trade execution, and cash management. My ultimate goal is to provide clients with the best possible service while helping them reach their financial goals
Experience
Portfolio Administrator at Morningstar, Inc., ILApr 2022 - Present
- Successfully managed $100 million in assets for high net worth individuals.
- Achieved an annual return on investment of 10%.
- Created and implemented a risk management strategy that reduced portfolio volatility by 20%.
- Successfully negotiated favorable terms with vendors, saving the company $50,000 per year.
- Streamlined the portfolio administration process, reducing paperwork by 50%.
- Trained and mentored two junior administrators.
Portfolio Administrator II at Chicago Mercantile Exchange, ILAug 2018 - Mar 2022
- Led the development and implementation of a new portfolio management system, which increased efficiency by 30%.
- Trained and mentored 3 junior staff members on portfolio administration best practices.
- Reviewed and revised 10 investment proposals totaling $5M in assets under management.
- Negotiated lower fees with 2 vendors, saving the company $100K annually.
- Coordinated quarterly meetings for 15 client portfolios with total AUM of $1B.
- Generated monthly performance reports for 100 clients with accuracy rate of 98%.
Education
Associate of Arts in Business Administration at Columbia College, ILSep 2013 - May 2018
I have learned how to manage finances, budget, and taxes; market and advertise products and services; and understand and apply principles of management, human resources, and leadership.
Skills
- Financial analysis
- Portfolio management
- Risk management
- Investment strategies
- Economic trends
- Financial planning
- Excel