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Portfolio Analyst Resume Example

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PORTFOLIO ANALYST
Professional Summary

Strategic Portfolio Analyst adept at meeting client allocation requirements and identifying fixed income options to diversify portfolios. Well-versed in communicating complex financial information in simplified terms to assist clients in decision-making while building strong professional rapport. Eager to fulfill a role in which to utilize 5+ years of financial expertise to add an invaluable new facet to the Engineering Services Network team.

Skills
  • Financial Report Analysis and Financial reporting
  • Financial/Portfolio Management
  • Problem-solving ability and analytical thinking
  • Attention to detail, accuracy, and precision
  • Interpersonal and communication skills
  • Proficient in Microsoft Office
  • Management experience
  • Analyzing investment opportunities
  • Strategic financial planning
  • Financial and operational reporting
  • Advanced financial analysis
  • Business development
  • Analyzing investment opportunities
  • Budgeting
Work History
Portfolio Analyst, 06/2018 to Current
Lee, Sipe & Associates – Rockville, MD
  • Conduct financial analyses, advise on investments/investment strategy, and all other areas of our clients' financial situations.
  • Explain and defend investment recommendations to managers and clients.
  • Established and developed the investment committee for the firm.
  • Construct asset allocations and overall investment strategies for the firm and clients.
  • Collaborated with managers to make changes in processes that helped the firm grow by over 20% in total revenue.
  • Prepare periodic and special reports. Such as cash reports, insufficient funds reports, negative balance reports, and more.
  • Provide education and financial planning for active and retired Federal executives and managers.
  • Master all areas of both CSRS and FERS Federal Employee benefits systems and foster understanding in an easy to understand way.
  • Evaluate portfolio performance and risk exposure to support client investment success
  • Adjust portfolio exposures to compensate for market conditions
Financial Advisor, 04/2017 to 03/2018
SunTrust Investment Services – Washington , DC
  • Managed client accounts totaling near $10 million
  • Followed a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results
  • Consulted on risk management, retirement planning, insurance planning, and other critical financial strategies
  • Researched [Type] rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
Financial Advisor , 06/2015 to 04/2017
Morgan Stanley Wealth Management, – Wilmington, DE
  • Managed client accounts totaling over $3 million
  • Engaged clients in the financial planning process
  • Performed specific and detailed financial analysis to align Clients' goals with investment portfolio
  • Fostered relationships necessary for building and maintaining a sound client base
  • Acted as a personal CFO for all of my clients and their families
  • Handled all paperwork and administrative duties of account opening and maintenance
  • Assessed budget plans and present costs to forecast trends and recommend changes
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance
Intern, 05/2014 to 06/2015
Intern Webb Financial Services – Dover, DE
  • Gained experience in building a client base and customer service.
  • Introduced marketing efforts that greatly inspired owner to make changes.
  • Knowledge and ability to understand, articulate, and explain the financial pyramid
  • Inspired office improvements that increased production by almost 8%.
  • Provided knowledge of operating systems that cut customer waiting time in half.
  • Gained valuable knowledge of securities, investing, and insurance.
Leadership Experience & Community Service
  • Football Team – Middle Linebacker & Team Captain (Wesley College Wolverines under Coach Mike Drass)
  • Extensive training in team building and conflict management
  • Volunteer work at the soup kitchen ‘Our Daily Bread' in Baltimore, MD
  • MLK Day of service at The Shepherd Place homeless shelter and Dover Interfaith Mission Shelter
  • Alternative Spring Break at Red Bird Mission in Beverly, KY
Education
MBA: Business Administration , 07/2015
Wesley College - Dover, DE
Bachelor of Science: Accounting And Business Management, 05/2013
Wesley College - Dover, DE
High School Diploma: 06/2008
Mount Saint Joseph High School - Baltimore, Maryland
Affiliations

· Omega Psi Phi Fraternity, Incorporated

· Sigma Beta Delta International Honor Society in Business, Management, and Accounting

· Presidential membership in the National Society of Leadership and Success

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Resume Overview

Companies Worked For:

  • Lee, Sipe & Associates
  • SunTrust Investment Services
  • Morgan Stanley Wealth Management,
  • Intern Webb Financial Services

School Attended

  • Wesley College
  • Mount Saint Joseph High School

Job Titles Held:

  • Portfolio Analyst
  • Financial Advisor
  • Intern

Degrees

  • MBA : Business Administration , 07/2015
    Bachelor of Science : Accounting And Business Management , 05/2013
    High School Diploma : 06/2008

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