Portfolio Manager

Writing a great portfolio manager 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 manager 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 manager job you're after.

Resume samples

Dominik Caperna

dominik.caperna@gmail.com | (284) 920-4833 | Nashua, NH

Summary


I am a Portfolio Manager with over 5 years experience in the industry. I have a proven track record of success in managing portfolios and achieving goals. I am an expert in investment analysis and portfolio management, and have a deep understanding of the financial markets. I am a strategic thinker and can develop creative solutions to complex problems. I have excellent communication skills and can build strong relationships with clients, colleagues, and other stakeholders.

Experience


Portfolio Manager at Fidelity Investments, NHJun 2022 - Present

  • Led a team of analysts responsible for managing $2B in assets across 10 portfolios.
  • Achieved an annualized return of 12% over a 3-year period.
  • Reduced portfolio turnover by 30% while maintaining risk levels.
  • Generated $20M in new investment capital through client outreach and marketing efforts.
  • Developed and implemented successful strategies for investing in undervalued companies.

Associate Portfolio Manager at The Vanguard Group, NHSep 2017 - Apr 2022

  • Achieved a 12% return on investment for the year, while the average portfolio manager only achieved a 10% return.
  • Exceeded quarterly targets for new client acquisition, bringing in $2M in new assets under management.
  • Grew existing client relationships by an average of 3%, generating an additional $1.5M in AUM.
  • Demonstrated exceptional customer service skills by successfully resolving 95% of all customer inquiries and complaints.
  • Led team of 4 analysts in conducting comprehensive research on potential investments.

Education


Bachelor of Science in Portfolio Management at Dartmouth College, NHSep 2013 - May 2017

Some skills I've learned are risk management, financial analysis, and investment strategies.

Skills


  • Financial analysis
  • Portfolio management
  • Risk management
  • Financial modeling
  • Excel
  • VBA

Kristle Inzunza

kristle.inzunza@gmail.com | (968) 346-4062 | Birmingham, AL

Summary


I am a portfolio manager with over 5 years of experience. I have managed portfolios for both individual and institutional investors. I have a strong understanding of the investment process, as well as the ability to communicate effectively with clients. I am able to provide sound investment advice and recommendations in order to help my clients reach their financial goals.

Experience


Portfolio Manager at Fidelity Investments, IDMay 2022 - Present

  • Achieved annualized return of 25% for investors in first year as portfolio manager.
  • Exceeded expectations by outperforming target benchmark index by 10% over a 3-year period.
  • Consistently generated alpha (excess return) relative to the market and peer group.
  • Demonstrated ability to manage risk through volatile markets, preserving capital during down periods while still participating in upswings.
  • Proven track record of adding value through active management and security selection.

Associate Portfolio Manager at Charles Schwab, IDSep 2017 - Apr 2022

  • Led the development and execution of a $100 million investment plan for a major client, resulting in an annual return of 12%.
  • Successfully managed a $50 million portfolio for a high net worth individual, achieving an annual return of 8%.
  • Created and implemented an innovative investing strategy that generated $30 million in profits for clients over two years.
  • Achieved consistent returns exceeding 7% per year over five years while managing portfolios totaling more than $200 million dollars in value.
  • Grew assets under management from $10M to$100M within 2 years.

Education


Bachelor of Science in Portfolio Management at University of California, BerkeleySep 2012 - May 2017

Through my degree I have learned how to effectively manage a portfolio of investments, making decisions based on extensive research and analysis in order to achieve the best possible return.

Skills


  • Financial analysis
  • Portfolio management
  • Risk management
  • Investment strategies
  • Economic trends
  • Financial modeling
  • Excel