Sample Assistant Portfolio Manager Resume

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Michael Jubing
2541, East 34 Street,
Carlisle, MA 18978,
(555)-323-9990.
Email: michael.jubing@gmail.com

Objective: To get a position as Assistant Portfolio Manager and to gain further experience in portfolio management.

Experience Summary:

  • Extensively handled client portfolio management tasks
  • Possess comprehensive knowledge on portfolio investment environment

Professional Experience:

Portfolio Manager, May 2002 to Present
ABC Accounting Services, New Jersey

  • Efficiently managed global accounts of more than $1 Billion
  • Handled a lot of the company’s important clients much to the satisfaction of superiors
  • Implemented ideas on various products and promoted investment in funds by which brought in more assets to the company

Quantitative Analyst, May 2002 to June 2005
Agmark Investments, New Jersey

  • Interacted actively with investment analysts and trading desk to devise fund products that give maximum returns and minimum trading costs
  • Evaluated quantitative stock selection models, now used to managed about $5 Billion in Global/International equity portfolios.
  • Built several earnings growth models, including Economic Value Added (EVA) models and successfully used them in analysis tasks
  • Used models and analysis to create measure by which quantitatively managed accounts rose from $25 Million to $1 Billion in a period of just eight months

Education

2002 – 2005 Marks’ Junior College, Camden, NJ

  • Completed a comprehensive secretarial course

Skills

  • Fast Typing
  • Knowledge in using word and excel. Able to quickly learn new software packages

References

Furnished upon request