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Senior Portfolio Manager Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
Well-established portfolio manager who leverages exeptional wealth planning skills to build quality relationships with clients and colleagues.
Skills
Portfolio management for high net worth individuals
Stock and bond research
*    Alternative investments
Wealth management services
Asset allocation strategies

Wealth management services
Asset allocation strategies

Work History
06/2012 to Current Senior Portfolio Manager Fifth Third Bank | Elyria, OH,
  • Acquired $11 million in new assets over a one year period.
  • Managed investments portfolios for high net worth individuals.
  • Coordinated equity research, mutual fund due diligence, and proxy voting.
  • Analyzed individual stocks by developing a screening process and applying fundamental financial criteria.
10/2007 to 05/2012 Senior Vice President and Portfolio Manager Nidec Motors | Wixom, MI,
  • Manage portfolios for high net worth individuals and institutional clients totaling $400 million in value.
  • Initiated presentations for prospective clients that resulted in new assets of $20 million in 2008, $41 million in 2009, $81 million in 2010, and $58 million in 2011.
  • Conducted quarterly investment reviews for 34 different relationships.
  • Designated a High Performance Team Member in 2010 due to the growth of assets under management.
  • Received training and testing to become a specialized institutional portfolio manager.
  • Developed sophisticated investment solutions that included asset allocation decisions, placement of alternative assets, and derivative transactions.
  • Completed Leading with Advice course study which included training in credit applications, derivatives, investment management, trust and wealth strategies, and consulting services.
09/2003 to 10/2007 Senior Vice President and Portfolio Manager Morgan Asset Management | City, STATE,
  • Supervised, recruited, and mentored a staff of eleven officers in Arkansas, Louisiana, Texas and Mississippi while managing portfolios totaling $200 million in value.
  • Received marketing award in 2005 for individual new business efforts.
  • Completed Dale Carnegie course.
2001 to 09/2003 Vice President and Trust Investment Manager Bank Of The Ozarks | City, STATE,
  • Constructed an investment framework for equity, fixed income, and mutual fund selection by developing research and due diligence strategies.
  • Cultivated relationships with banking personnel to deepen our existing customer base.
  • Produced a quarterly investment newsletter for clients and prospects.
09/1997 to 2001 Vice President and Portfolio Manager First Commercial Capital Management | City, STATE,
  • Managed portfolios for personal and institutional clients totaling over $450 million in value.
  • Ranked in the top 20% of trust personnel for new business activity.
  • Responsible for equity research in five different industries.
10/1994 to 07/1997 Vice President and Portfolio Manager Boatmen's Trust Company Of Arkansas | City, STATE,
  • Managed portfolios for institutional clients.
  • Originated new business through presentations to qualified prospects and further expansion of existing relationships.
06/1XXX to 09/1994 Staff Accountant Affiliated Foods Southwest | City, STATE,
      • Produced and reconciled financial statements for a variety of retail operations.
      • Corresponded with small business owners about improving operating efficiencies.
    • Synthesized financial and budgetary information to solve problems and develop alternative solutions.

 

1990 to 05/1XXX Metals Accounting Manager Cox Creek Refining Company | City, STATE,
    • Managed a metals accounting department.
    • Conducted internal audits on customer accounts.
    • Broadened relations with clients in the U.S., Japan, Mexico, Chili, and Egypt.
    • Responsible for inventory management system.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
Education
Expected in Chartered Financial Analyst (CFA), 1997 | , , GPA:
Expected in 1989 Bachelor of Business Administration | Finance, Economics Baylor University, Waco, Texas GPA:

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Resume Overview

School Attended
  • Baylor University
Job Titles Held:
  • Senior Portfolio Manager
  • Senior Vice President and Portfolio Manager
  • Senior Vice President and Portfolio Manager
  • Vice President and Trust Investment Manager
  • Vice President and Portfolio Manager
  • Vice President and Portfolio Manager
  • Staff Accountant
  • Metals Accounting Manager
Degrees
  • Chartered Financial Analyst (CFA), 1997
  • Bachelor of Business Administration