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Custodian Resume

Custodian banks perform the safekeeping, maintenance, and reinvestment of the securities of various clients. They always have the requirement of custodians, who are specialized bankers for performing these duties. They usually deal with large amounts of money, hence this job position is of very high responsibility. Achieving a job position in this field is very tough, as the employers are very choosy when recruiting a custodian.

A good custodian resume would portray the financial skills of the applicant in great detail along with his knowledge and experience in custodial banking. The applicants should have in-depth knowledge of finance, securities, financial market, mortgages, hedge funds, mortgage backed securities, etc. They also should be adept in finding the latest trends in the market, which would help them to buy and sell securities effectively.

The applicant needs to have a master's degree in finance and a professional working experience of minimum 2 years in order to be eligible for this position. Working as an intern or assistant to custodian would be considered as relevant experience for this job position. Below is a custodian resume sample.

Susan R. Hay
3495 Harron Drive
Clarksville, MD 21029

Career Objective:

To work in a reputed custodian bank as a Custodian, using my skills and knowledge in finance and securities market for the benefit of the bank and seek a better position in my career.

Professional Summary:

3 years of experience as a Custodian.

Key Skills:

  • Good communication skills
  • Good presentation skills
  • Excellent knowledge of finance and securities
  • Up-to-date knowledge of the latest trends being followed in the market
  • Good experience regarding the investment of securities for generating profits
  • Good at coordinating with the staff
  • Proficient with computer operations and MS Excel
  • Excellent leadership skills
  • Excellent in maintaining high quality standards
  • Excellent time management skills

Educational Qualification:

  • Master's Degree in Finance: GALE International College of Financial Studies, Baltimore, MD (April, 2009 - April, 2011)
  • Bachelor's Degree in Finance: GALE International College of Financial Studies, Baltimore, MD (April, 2006 - March, 2009)
  • High School: Saint Montgomery's High School, Baltimore, MD (March, 2006)

Professional Experience:

Custodian: Parker Custodian Banking Services Pvt. Ltd., 8757 Georgia Ave., Silver Spring, MD
(April, 2013 till date)


  • Supervising a team and managing their daily tasks
  • Performing the buying and selling of securities for generating profits
  • Investing the funds from the securities into mutual funds and hedge funds
  • Planning on the investment and re-investment strategies
  • Performing various security checks and ensuring that all the security measures are being followed as planned
  • Buying and reselling mortgage backed securities for generating extra revenue
  • Planning and coordinating the duties of the custodians according to the schedule
  • Providing daily reports to higher management for analysis
  • Coordinating with the investment managers for following up with the account updates and feedback regarding the TBA trades
  • Maintaining the attendance record
  • Training new custodians with the daily workflow and custodian bank policies

Custodian: ABC Custodian Banking Services, Pvt. Ltd., 2401 Blueridge Ave. Ste. 102, Wheaton, MD
(April, 2011 to March, 2013)


  • Handling a team of 15 custodians
  • Delegating tasks to the team members and ensuring that the work is being submitted within the set deadlines
  • Conducting market research for finding the latest trends being followed in the financial market and securities business
  • Maintaining a constant contact with the investment managers for getting updates on the latest buying and selling of securities done on the client's behalf
  • Maintaining a detailed report of the mutual funds and hedge funds and supplying relevant information whenever requested by the higher management
  • Maintaining a daily record to check the account performance and updating the records accordingly
  • Managing contracts from the clients and maintaining a detailed database for the same
  • Recruiting new custodians for the safekeeping and investment of the securities as per requirement
  • Providing monthly feedback on the performance of the custodians
  • Arranging rewards and recognition ceremonies to promote healthy professional competition for improving the overall effectiveness and quality of work
  • Coordinating with the contractual custodians and freelance custodians
  • Conducting workshops on time saving techniques and the safety measures followed while buying and selling securities
  • Arranging and managing monthly seminars to promote and increase the custodians' knowledge about the latest trends in the custodial banking industry
  • Maintaining a clear communication between all the departments


  • "Best Custodian of the Month Award" - Awarded by the staff for the month of August, 2013 for excellent performance
  • "Best Custodian Award" - Awarded by the senior accounts manager for generating high revenue from specific accounts over a period of six months


Name: Dick J. Smith
Designation: Deputy Manager
Organization: Parker Custodian Banking Services Pvt. Ltd., 8757 Georgia Ave., Silver Spring, MD
Phone: 518-359-2090

Name: Harry P. Savage
Designation: Senior Accounts Manager
Organization: ABC Custodian Banking Services, Pvt. Ltd., 2401 Blueridge Ave. Ste. 102, Wheaton, MD
Phone: 818-776-4023

The above given custodian resume example shows how an applicant should write his own resume. One must make sure that he writes his work experience and educational information in good detail, but at the same time, makes it concise. All the information provided in the resume should be accounted for and original documents should be presented whenever asked for the verification of the same.

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