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Assistant Portfolio Manager Resume

In the present market conditions, there are considerable amount of employment opportunities available for assistant portfolio manager position. However in order to apply for them you should be aware of your talents and skills as well as the requirements of your potential employer. If your skills and talents match the requirements of the employer then you can expect to receive an interview call, provided you have applied for the opportunity with an impressive resume coupled with a cover letter.

The assistant portfolio manager is a renowned position in an organization where the professional would be required to study about various industries. He is needed to perform a proper research about different companies, right from real estate to capital market, and prepare the industry reports accordingly. In other words, it could be said that financial analysis is the key role of this profile. Besides this, he has to make strategic decisions about how the company assets could be managed in the best possible ways. Though there are options to work in several fields, the professional mainly serves in investment banks and management firms.

Resume Example

Ruth A. Kennedy
1268, New Buck Drive
New York, NY 84107
Phone: (154) 431 0322


Seeking a job as an Assistant Portfolio Manager in an esteemed company where I could develop my skills and knowledge in this sector.


  • Excellent knowledge of accounting tools
  • Possesses in-depth knowledge of investment markets
  • Proficient in MS Office (Word, Excel, and PowerPoint)
  • Ability to build trust using strong communication skills (written and verbal)
  • Excellent knowledge of Adobe InDesign, Photoshop, and Illustrator, QuickBooks, Sage, and Tally
  • Possesses excellent presentation skills

Work Experience:

Company: White-tax Incorporations
Designation: Assistant Portfolio Manager
Duration: September 2013 - Till Date


  • Conduct general portfolio administration jobs
  • Monitor portfolios of different accounts of the organization and assess the performance of asset level accounts
  • Work on client accounts and manage them as per the contracts
  • Communicate regularly with clients
  • Manage cash management activities for clients

Company: Jayhow Incorporations
Designation: Assistant Portfolio Manager
Duration: September 2011 - August 2013


  • Make sure that all account funds are fully invested and the requests related to transactions are satisfied in a timely and prescribed manner
  • Personally analyze and maintain portfolios of 18 accounts
  • Maintain cash flow analysis and verify/submit quarterly reports to clients
  • Preserve stocks and bond research files; evaluate and select municipal bonds offered by brokers
  • Interact with bank and internal trade branch officials


  • Master of Business Administration with specialization in Finance, New York University, 2011
  • Bachelor of Commerce in Accounting, New York University, 2009
  • High School Diploma, Saint Paul Academy, 2006

Languages known:

Proficient in English and Spanish languages (both written and oral)


Awarded with "Best Research and Analysis Award" in Brandon White Incorporations, 2013


Charlotte C. Hernandez
(Portfolio Manager)
Konplus Incorporations
3595 Farnum Road
New York, NY 10022
(563) 565 5810

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