portfolio manager resume example with 13+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Innovative strategist experienced in investment research, asset allocation strategies, creating analysis metrics, and improving process flow. Passed CFA Level I with Series 65 and insurance licenses. Proficient in Bloomberg, Morningstar Direct, Envestnet Advisor Suite, and Zephyr Product Suite. Excellent leadership, quantitative, organizational, and interpersonal skills. 

Portfolio Management

Economic Analysis

Research and Analysis

Asset Allocation

Risk Management

Investment Manager Research

University of Arizona Tucson, Arizona Expected in 2007 Bachelor of Science : Business Administration, Finance - GPA :
  • Honors: Dean’s List (Fall 2004 – Fall 2007), U of A Achievement Scholar, Diversity Scholar
  • Activities: Eller College of Management Board of Honor and Integrity and Cohort Advisory Board
Work History
Bbcn Bank - Portfolio Manager
New York, NY, 01/2015 - Current

Created unique discretionary portfolios which included income, growth, and long/short strategies. Develop and revise process for security selection and management utilizing tactical asset allocation, technical analysis, and fundamental research. Identify new investment strategies by testing quantitative filters on economic and financial data. 

  • Manage firm holdings and mitigate portfolio risk by implementing hedging strategies.
  • Provide quantitative and qualitative investment research and analysis.
  • Audit portfolio composites and follow processes congruent with GIPS standards.
  • Oversee search and management of service contracts including firm-wide technology, consultant selection, and contract/fee negotiations.

The Bank Of New York Mellon - Senior Investment Strategist
Seattle, WA, 06/2010 - 01/2015

Presented investment opportunities and risk factors to investment committee. Composed market commentary and portfolio performance summaries. Managed multi-custodial and sub-advisory relationships. Ensure accurate trade execution by approving trades and reviewing portfolio activity.

  • Led expansion of firm holdings through selection and oversight of third party managers to incorporate with internal SMA models.
  • Created trade reporting metrics to promote best price execution using SEC compliance standards.
  • Developed asset management solutions using equities, fixed income, annuities, and life insurance.
  • Conducted investment training for financial advisors to increase understanding of financial markets, portfolio models, and asset management strategies.

First Republic - Fixed Income Trader
San Diego, CA, 02/2008 - 06/2010

Accurately calculated fixed income market levels and executed orders. Traded and managed bond supply while actively marketing fixed income investments to Financial Advisors. Built and maintained relationships with corporate bond dealers and traders.

  • Updated bond pricing matrix by calculating spreads and yields on financial sector corporate bonds.  

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Resume Overview

School Attended

  • University of Arizona

Job Titles Held:

  • Portfolio Manager
  • Senior Investment Strategist
  • Fixed Income Trader


  • Bachelor of Science

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