Associate Portfolio Manager Resume Samples
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Associate Portfolio Manager Resume Samples
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HB
H Berge
Hulda
Berge
427 Ola Extension
Chicago
IL
+1 (555) 291 2992
427 Ola Extension
Chicago
IL
Phone
p
+1 (555) 291 2992
Experience
Experience
Houston, TX
Associate Portfolio Manager
Houston, TX
Bernier-Bergnaum
Houston, TX
Associate Portfolio Manager
- Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
- Liaising with other departments internally, including Portfolio Management, Research, Legal and Compliance, Sales and Marketing, Trading, and Operations
- Contribute to meeting team objectives by retaining and growing the team’s high net worth customers
- Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
- Actively participating and contributing to coaching sessions, touchbases and team meetings
- Assist in the coordination of the debt financing including both secured and unsecured financing
- Provide ongoing portfolio, index, guideline compliance and sector monitoring to support the portfolio management and trading functions
Los Angeles, CA
Associate Portfolio Manager PIC Centre
Los Angeles, CA
Rutherford and Sons
Los Angeles, CA
Associate Portfolio Manager PIC Centre
- Providing life-based wealth advice and solutions, focusing on enabling client goals
- Investment Management
- Risk Management/Compliance
- Client Relationship Management
- Building effective working relationships across the team and with various business line, internal and external stakeholders
- Facilitating a culture of open and honest communication
- Maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
present
New York, NY
Associate Portfolio Manager Index Tracking Management
New York, NY
Balistreri-Waelchi
present
New York, NY
Associate Portfolio Manager Index Tracking Management
present
- Assisting lead portfolio managers on specific mandates as well as providing cover
- Assist with report writing and preparing/assisting with client meetings
- Monitoring and management of cash flow and currency balances
- Support the day-to-day management of ETF creations and redemptions process
- Performance monitoring and attribution
- Provide regular and ad-hoc task support for the team
- Monitoring and analysis of corporate actions and index changes
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
East Carolina University
Bachelor’s Degree in Finance
Skills
Skills
- Highly proficient in Microsoft Excel, and ability to learn new software
- Basic mathematics knowledge and ability to work comfortably with numbers
- Good computer skills. Knowledge of Microsoft Windows, Word, and Excel
- A strong academic background with excellent numeracy skills
- An excellent attention to detail and accuracy under pressure within tight time constraints
- Ability to work effectively with others and be perceived as a professional business partner with clients and co-workers
- An excellent attention to detail and numerical accuracy
- Solid work ethic and unquestionable integrity
- Strong attention to details
- Attention to detail and excellent organizational skills
15 Associate Portfolio Manager resume templates
Read our complete resume writing guides
1
Associate Portfolio Manager Resume Examples & Samples
- Excellent written, verbal, and electronic communication skills in both English and French
- University Degree (Preferably in Business and/or Economics)
- Chartered Financial Analyst (CFA) designation
- Canadian Investment Management (CIM) designation would be an asset
- Certified Financial Planner (CFP) designation would be an asset
- Portfolio management experience (3 years )
- Minimum 5 years Investment industry experience
- High degree of PC Literacy and experience using industry standard software
- Ability to communicate with clients about general investment, economic, estate, financial, trust and taxation issues
- Ability to manage complex personal and family dynamics and dealing with conflict
2
Associate Portfolio Manager Resume Examples & Samples
- Communicate with borrowers to determine hardships, resources, and intentions for properties. Maintain communication on an on-going basis per department standards via inbound/outbound calls
- Request and analyze financial documents to determine borrower eligibility for multiple programs
- Identify solutions to mitigate losses based on borrower eligibility, property value, regulatory requirements, and investor guidelines within appropriate time frames. Convince customers and investors to pursue the optimal solution(s)
- Determine property occupancy and secure collateral. Document and respond to all property inspection results. Order and follow up on missing or old property values
- Prepare pending foreclosure bids, when needed, in a timely manner based on upcoming sale dates
- Receive and handle incoming calls on the company’s ACD phone line
- Stay current on changing regulatory and portfolio requirements
- Special projects may be assigned by management
- As noted above our top Associate Portfolio Managers excel in personal drive, achievement motivation, self-confidence, discretion, empathy, resilience, wisdom, intelligence, and influence skills
- Associate Portfolio Managers must be competitive, appropriately assertive, well-spoken, logical, and possess a very strong work ethic
- Aptitude for selling
- Excellent written communication skills
- Knowledge of finance, mortgages, real estate, or servicing is a plus
- Good computer skills. Knowledge of Microsoft Windows, Word, and Excel
- Professional demeanor and appearance
- Passion for learning
- Basic mathematics knowledge and ability to work comfortably with numbers
- Willingness and ability to work in a fast paced environment, handling a robust pipeline of potential deals
- Attention to detail and excellent organizational skills
- Ability to make appropriate, accurate, and timely decisions, including, but not limited to
- Truthfulness and accuracy of information and data provided by the customer
- Best resolution for the customer, investors, Bayview, and other stakeholders - including forbearance plans up to 9 months
- Whether to accept and/or post payments on delinquent or suspended accounts, and how much - including reinstatements and total debt payoffs as low as 95% of market value
- Which fees should be waived and why
- Whether to advance tax payments of up to $2,500/mortgage/year or other costs related to collateral preservations
- When to refer loans to foreclosure
3
Associate Portfolio Manager Resume Examples & Samples
- Meetings: schedule client meetings, prepare client meeting materials, and complete follow up items
- Client Service: Prepare new account applications, handle account transfers, initiate and track money transfers, answer routine client questions, and create Investment Policy Statements (IPS) & IPS Addendums. Communicate with clients to address concerns and confirm transactions
- Marketing: Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing new client on-boarding process and subsequent follow up items
- Year-End Items: Provide back-office assistance for clients making family and charitable gifts, required IRA distributions, ROTH IRA conversions, and capital gains management. Update CRM and send letters of confirmation
- Reporting & Billing: Check, correct, and send monthly/quarterly/annual client investment reports and annual performance reports for select Portfolio Managers. Check and approve monthly client billing, as needed
- Annual Account Reviews – Complete comprehensive, annual client account reviews that meet compliance standards for all managed and courtesy clients for select Portfolio Managers, as needed
- Portfolio Rebalancing: Assist in portfolio rebalancing process and trading, as needed
- Bachelor’s degree in Finance or related field is a plus; working towards CFA, CFP or MBA a plus
- 0-3 years applicable work experience in an investment related role
- General knowledge of financial markets and portfolio management theory
- Strong presentation skills; both written and verbal
- Excellent communicative and interpersonal skills
- Prioritization/ multi-tasking; time management
- Oral and Written Communication Skills: writing memos/documents, letters; skilled in both group and one-to one communication
- Work cross-functionally and in teams
- High proficiency in Microsoft Office Applications: Word, Excel, PowerPoint
4
Associate Portfolio Manager Resume Examples & Samples
- Bachelor’s degree in Finance or related field; working towards CFA, CFP or MBA a plus
- Must possess excellent communication skills
- Must be a motivated team player, ability to multi-task and meet deadlines
- Microsoft Office (Word, Excel, PowerPoint, Outlook) a must
5
Associate Portfolio Manager Resume Examples & Samples
- Provide general investment support to assigned accounts; act as a back-up for the Portfolio Manager within limited authority
- Develop and implement customer contact schedule
- Develop a working rapport with professionals within and outside of Personal Investment Management Group. Work with other areas of the Private Bank in order to better understand their roles and expertise. Share appropriate information and treat others with respect
- Participates on various committees and task forces as required
- Support new business development efforts of the Private Bank
- Bachelor’s degree in Finance or related field is a plus; working towards CFA or MBA a plus
- 0-2 years applicable work experience in a related field
- General knowledge of financial markets, portfolio management theory, and federal and state tax laws. Exposure to fiduciary laws preferred
- Must possess excellent communication, listening and presentation skills and demonstrated analytical ability
- Must be a team player; Excel, Word, Lotus Notes or Outlook experience
6
Associate Portfolio Manager Resume Examples & Samples
- Successfully implement a broad variety of investment strategies and apply to portfolios as appropriate for each client
- Act as a resource to the senior portfolio manager and provide primary portfolio management back up while senior portfolio manager is unavailable
- Maintain thorough daily knowledge of the financial markets as well as portfolio management products, including the rationale for underlying holdings and sector allocation decisions
- Understand and discuss performance results. Maintain understanding of market developments specific to the product and communicate related information to clients and Financial Advisors
- Assist in generating new business via conference calls with Sales personnel, FAs, and prospective clients
- Develop strong professional relationships across functions such as portfolio management, sales, and marketing teams
- Monitor all portfolio exception and compliance reports
- Maintain accurate and timely client files and notes to insure all critical information is reflected
- Supports the business by assisting the Portfolio Specialist in an entrepreneurial environment
7
Associate Portfolio Manager, Business Direct Resume Examples & Samples
- Manage and grow existing portfolio of customers
- Achieve RoRWA and RoE in line with Group guidelines while effectively managing credit and other risks
- Constantly evaluate customer banking practices and trends in the market with a focus on complex requirements of international and internationally aspirant customers and prospects
- Against an increasingly competitive backdrop, the Business Banking Portfolio segment of CMB seeks to grow Net Income, through the acquisition of quality customers, the retention of quality customers and by improving the average return and profitability of the portfolio
8
Associate Portfolio Manager Resume Examples & Samples
- Responsible for learning assigned customer base and understanding the various available financial instruments and markets and Harris Bank’s asset allocation methodology
- Use existing investment guide sheets to review and determine asset allocation targets (risk versus return) based upon client’s investment objectives (i.e., growth, income, stability, etc.) and input from Portfolio Manger regarding ongoing economic and financial forecast
- Under the direction of the Portfolio Manager, use computer models to assist in the appropriate structure of a portfolio based on specific criteria
- Assist is preparing new business proposals or presentations to clients/prospects based upon their needs, Harris’ products and services, competitive pricing and committed service capabilities
- Provide general investment support to assigned accounts; act as a back-up for the Portfolio Manager within limited authority. Using various investment computer systems and sources, assist the Portfolio Manager in analysis of equity research
- Supervision of investment assistant for re-optimizing accounts based on the Harris large or small Melampus models
- Recommend buy/sell trades on short-term securities, present recommendations for Portfolio Manger for concurrence/approval
- Proficient in various computer systems and learn to use them to the best advantage for the client. Responsible for trading Personal Investment Funds under the directions of (Sr.) Portfolio Manager
- Develop a rapport and install confidence with client in order to develop credibility as a representative of Harris Bank. Develop a rapport with appropriate Trust Administration regarding day to day issues of the trust/agency accounts
- Comply with appropriate processes, policies and regulations in performing assigned responsibilities. Gain understanding and utilize the financial planning/advisory approach in servicing and managing client relationships
- Bachelor’s Degree in Finance
- 3 years applicable work experience in related field
- General knowledge of financial markets, general knowledge of portfolio management theory
- Knowledge of tax laws and federal and state tax returns
- Exposure to fiduciary laws, Excel, Word and Harvard Graphics
9
Associate Portfolio Manager Resume Examples & Samples
- Support the day-to-day management of ETF creations and redemptions process, assist with report writing and preparing/assisting with client meetings, as well as provide regular and ad-hoc task support for the team
- Daily monitoring of portfolios to ensure they remain within set tolerances, as well as monitoring and management of cash flow and currency balances
- Monitoring and analysis of corporate actions and index changes, as well as order generation including investment restriction verification and monitoring open orders
- Performance monitoring and attribution
10
Associate Portfolio Manager Index Tracking Management Resume Examples & Samples
- Support the day-to-day management of ETF creations and redemptions process
- Assisting lead portfolio managers on specific mandates as well as providing cover
- Daily monitoring of portfolios to ensure they remain within set tolerances,
- Monitoring and management of cash flow and currency balances
- Monitoring and analysis of corporate actions and index changes
- Order generation including investment restriction verification and monitoring open orders
- Assist with report writing and preparing/assisting with client meetings
- Provide regular and ad-hoc task support for the team
- Excellent attention to detail and accuracy under pressure within tight time constraints
- Some experienced of portfolio management and order generation
- Be able to demonstrate a high degree of numerical and analytical ability
- Advanced excel and system skills
- A keen interest in financial markets, indexation and investments
- Completed university degree (Uni/FH/ Business school with Diploma) and/or appropriate financial industry experience and be studying/or be willing to study for the CFA
- Fluent German and English (other languages would be an advantage) for local client contact
11
Associate Portfolio Manager Resume Examples & Samples
- Assists more senior portfolio managers in the development of satisfied clients and new sources of asset management revenue through closely directed client contact
- Prepare [copy/print and bind] sales and investment review materials for use in client presentations
- Assist more senior Portfolio Managers with larger, more complex relationships [research on specific subjects, answering calls, drafting correspondence with closely managed content]
- Provide research and analysis on client portfolios using complex data services (Bloomberg, Baseline, Morningstar, etc.)
- Under the direction of the Senior PM, execute investment programs utilizing models and mutual funds to accomplish account objectives
- As directed, follow established investment policies and procedures including results from annual account reviews and working to minimize and/or document exceptions
- Investment industry experience from a Student Managed Fund, internship, co-op or employment situation preferred to desired
- 1-4 years of investment experience with Bachelor's degree
- 0-2 years of investment experience with an MBA or CFA
12
Associate Portfolio Manager Resume Examples & Samples
- Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanyingthe Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects
- Completes all requirements of loan bookings, to include all preparation, review, documentation and filing
- Develops a working knowledge of all customers, businesses, and prospect opportunities
- Responsible for all loan document preparation, including third party document coordination, completion and review
- Collects and reviews all required collateral information
- Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts
- Supports the Relationship Manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant andinsurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items
13
Associate Portfolio Manager Resume Examples & Samples
- Assist in the development and execution of the Fund’s investment plan
- Participate in the ongoing execution of the property level business plans for the Fund by working closely with asset management to manage and optimize the existing asset portfolio
- Participate in the evaluation of new investments for the Fund
- Conduct internal underwriting of existing assets and prepare investment committee packages for assets marked for disposition
- Conduct detailed property level financial analysis as needed for large leasing or CapEx events, as well as forward performance projections
- Assist in the coordination of the debt financing including both secured and unsecured financing
- Monitor and evaluate property level performance
- Assist in the client reporting process and in the financial management of the Fund
- Participate in ongoing client service and capital raising efforts
- Conduct ongoing competitive analysis of competing ODCE Funds
- Minimum of 4 years
- Strong written and oral communications skills
- Excellent interpersonal skills in a team oriented environment
- Argus proficiency / real estate valuation skills
- Solid practical understanding of real estate investment concepts – appreciation of broader investment (stocks, bonds etc.) concepts a plus
- Highly proficient in Microsoft Excel, and ability to learn new software
14
Associate Portfolio Manager Resume Examples & Samples
- Developing a professional, mutually beneficial and profitable relationship between the client and Private Investment Counsel
- Consistently delivering the desired client experience during all client interactions
- Using strong knowledge of the Bank’s, Scotia Private Client Group and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
- As the primary relationship manager, acting as the central point of contact for all client needs
- Directing and utilizing the team of experts to deliver on wealth strategies and wealth value promise
- Actively listening and seeking client feedback on products, services and the delivery of client experience
- Consistently executing on SPCG and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
- Responding to client and Senior Management inquiries, resolving problem situations autonomously when they arise
- Proactively identifying and implementing strategies to address client needs
- Monitoring of client accounts to ensure optimal profitability is maintained in each relationship
- Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in-depth understanding of client’s needs and determining the appropriate asset allocation model based on needs, risk tolerance and objectives
- Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives
- Collaborating with the Centralized Portfolio Management group and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio
- Actively managing the client’s Financial Plan and wealth strategy and participating in the client’s annual Financial Plan review process
- Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
- Using a PIC defined business development and sales planning process to find and attract new clients, as well as consolidate assets from existing clients in order to increase share of wallet
- Partnering with the Financial Consultants in the business acquisition process
- Actively promoting and marketing the development of Private Investment Counsel’s book of business
- Executing on marketing strategies to attract and retain valuable clients by providing internal/external professional presentations and reports for growing relationships and conducting prospect meetings
- Developing acquisition strategies, managing and maintaining a prospect sales opportunity pipeline in order to generate sustainable and profitable growth. This includes effective follow-up with prospects/referrals for any unsuccessful opportunities
- Building and maintaining an awareness of local market and general economic conditions
- Liaising with Bank & Wealth specialists to stay abreast of new enhancements, products and services, as necessary
- Participating in local professional and community events and associations to develop and expand network of contacts
- Meeting with key industry and business leaders to identify prospects and referrals from internal and external networks / Centres of Influence (COI)
- Collaborating and networking with internal and external stakeholders
- Identifying referral opportunities for Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, GBM, etc.)
- Representing Private Investment Counsel at various business development events, internal and external presentations
- Maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
- Minimizing the Bank’s overall exposure to risk
- Adhering to bank and firm standards, policies and business practices to ensure that Private Client Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
- Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
- Contributing to the effective and positive functioning of the Private Investment Counsel team and partners
- Building effective working relationships across the team and with various business line, internal and external stakeholders
- Facilitating a culture of open and honest communication
- Actively participating and contributing to coaching sessions, touchbases and team meetings
- Encouraging the generation of new ideas and approaches
- Thorough investment management know-how and depth of experience required as it relates to understanding economic and market data in order to describe the firm’s investment strategy to partners and clients
- Must meet the regulatory requirements to be registered with the appropriate securities commission
- CSC & CIM, or its predecessor CIF
- CFA (or working towards) would be an asset
- Minimum 2 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications
- Strong business development skills which include networking, negotiation, sales and closing skills
- Strong communication and influencing skills
- Strong interpersonal, communication & listening and people management skills
- Results/Goal achievement oriented
- Self- motivated and disciplined
- Executes with Integrity
- Proficient in the completion of a Financial Plan
- Thorough knowledge of each SPCG & PIC Business Line’s value proposition
- Thorough knowledge of the full SPCG product and service offering in order to identify opportunities across the SPCG Team of Experts
- Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate
15
Associate Portfolio Manager, Multi Resume Examples & Samples
- Must work independently to ensure that trades are accurate and always managed in accordance with the client’s Investment Policy Statement and AMCA’s strategy
- They must also excel in a team-based environment where they are willing to share potentially diverginginvestment views. Uncertainty in capital markets can often result in “stressful conditions”
- Minimum of 3-5 years proven investment experience
- Minimum of an post secondary degree in business and/or related field
- Mimimum CFA level 1 and working to complete
- Strong knowledge of financial markets
- Strong problem solving, analytical and technical skills
- Strong interpersonal and communication skills, both written and verbal, required to effectively interact with portfolio managers and investment counselors
- Proficiency with Microsoft Office especially excel
- Bloomberg or Thomson Reuters experience an asset
- Highly motivated, detail oriented and able to work independently or as part of a team
16
Associate Portfolio Manager Resume Examples & Samples
- Participate in portfolio management activities for a broad array of Individual, Family and Trust and, Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate
- Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
- Develop and implement investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams. A primary responsibility will be to trade portfolios
- Assist in the management of all aspects of client relationships, including communication and coordination with Portfolio Managers, Strategic Advisors, Account Administrators and Marketing
- Assist with client reporting and related materials
- Helps monitor global markets and client investments
- Participate in investment manager due diligence meetings and quarterly conference calls
- Bachelor’s degree in Finance, Economics or related subject and 5 - 7 years’ experience within the finance industry
- Proficiency in Microsoft Office Suite, Bloomberg, Moxy, APX
- A passion for financial markets
- MBA and/or CFA a plus
17
Associate Portfolio Manager Resume Examples & Samples
- Investment management, pension risk management, and / or investment consulting experience (5+ years)
- Strong understanding of corporate pension liabilities and pension risk management issues (investment, interest rate, funding, and settlements)
- MBA or degree(s) in finance, economics, and/or mathematics CFA / FSA preferred
- Experience with Bloomberg, Factset, Clarifi, MSCI Barra, Barclays Point, Northfield or other risk management systems a plus
18
Associate Portfolio Manager Resume Examples & Samples
- Pro-actively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts
- Pro-actively participate in regional/national projects that seek to continuously improve upon client solutions as well as operational efficiencies
- Participate in high profile community and center of influence events
- Provide administrative support as a back up resource for the Portfolio Management Assistant
- Continue to proactively conduct client discovery for existing clients to uncover additional investment and Wealth Management opportunities
- Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients
- Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client
- Monitor and rebalance portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
- Act as the primary contact for the client on portfolio related issues
- Attend analyst presentations related to investment analysis and strategy
- Complete MACS updates (central management)
- Input trades, if and when required
- Ensure all account documentation and actions taken meet with RBC Wealth Management - PH&N Investment Counsel, RBC FG and external regulator compliance requirements
- Ensure that client portfolios are structured and managed within parameters outlined in the Investment Policy Statement
- Review and respond to risk management reports
- Take initiative to share best practices where possible
- Be flexible in approaching all duties and assignments
- Able and willing to assist others as required
- Consistently participate in all workplace/business activities
- Provide training/mentorship to new employees as required and relief to other positions as needed
- Contribute to meeting team objectives by retaining and growing the team’s high net worth customers
- Leverage full RBC FG capabilities, including specialized sales forces, alternate delivery channels, and service partners
- Continually strengthen cross-business working relationships
- Chartered Financial Analyst (CFA) designation or CFA Level I (with intention to complete)
- Portfolio management experience (3 years+)
- Marketing / Sales development capabilities would be an asset
- Excellent written, verbal, and electronic communication skills
- Written and verbal communication skills in French preferred / required
- Demonstrated presentation skills would be an asset
- Ability to understand business risks, exhibit sound judgment and have decision-making capabilities
- Demonstrated teaming, partnering and leveraging abilities
- Ability to work effectively with others and be perceived as a professional business partner with clients and co-workers
- Superior time management and organizational skills
- Ability to thrive in a fast paced, high-pressure environment
19
Associate Portfolio Manager Resume Examples & Samples
- Assists more senior portfolio managers in the development of satisfied clients and new sources of asset management revenue through frequent contact
- Prepare sales and investment review materials for use in client presentations
- Assist more senior Portfolio Managers with larger, more complex relationships
- Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
- Bachelor's Degree preferred, but equivalent experience considered
20
Associate Portfolio Manager Resume Examples & Samples
- To support all functions of the IFI Global Liquidity team, including data preparation and verification required for daily trading activities
- Learn, implement and support the investment process including compliance with trading policies, strategy, procedures, business initiatives and product design
- When the senior portfolio manager requires, cover all funds, including, not only daily flows but any potential new investment opportunities
- Interact with brokers on a daily basis, maintaining strong relationships with the dealer community
- Perform research to resolve any trading, settlement and data discrepancies
- Provide information as needed/requested including but not limited to, Portfolio Summaries, Trade system reporting & Portfolio monitoring
- To provide ad hoc assistance to support Client Portfolio Management operations
- May be required to take on ad hoc requests from management, for projects associated with business development and client reporting
- Always adhere to regulatory requirements and our strong fiduciary responsibility to clients
- Previous experience in a financial organisation, either directly, or indirectly, in an investment related function. Proficient in the use of MS Office and ideally, familiarity with Bloomberg
- Broad understanding of how financial markets work
- IMC Qualified
- Numerate, proven analytical skills, good team player, organised, efficient and flexible. High attention to detail, ability to work accurately and remain calm when under pressure. Results orientated and self-motivated
21
Associate Portfolio Manager Resume Examples & Samples
- Minimum 5 years of Investment Services experience
- 7 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
- Pursuit of CFA
- Series 7 and 66
- Presentation and communication skills
- A strong understanding of the fundamentals of finance and investments
- LI-PD1
22
Associate Portfolio Manager Resume Examples & Samples
- Order generation for active Australian equity and global real estate portfolios and models, in compliance with client mandates and investment strategy
- Cash flow monitoring and management including trading of index futures to maintain effective cash targets at the end of each day
- Produce and review Risk Analysis reports from the Global Risk System
- Run stock and sector attribution reports on both a monthly and ad hoc basis
- Provide ad hoc assistance to Portfolio Manager and investment team
- Ensure all investment funds comply with investment mandates
- Overseeing all local soft dollar and tag records
- Monitor and co-ordinate local responses in relation to corporate action and proxy voting decisions
- End of day trade reconciliation
- Complete compliance audits of investment funds
- Provide feedback and data to Client Services in response to client / consultant surveys
- Represent the Australian equity team at various meetings and committees
23
Associate Portfolio Manager Resume Examples & Samples
- Assist with the fulfillment of all investment duties in accordance with the investment process and applicable client and other relevant guidelines
- Add value to portfolios through the implementation of investment source calls and ABS sector rotation and security selection
- Support other portfolios with ABS analytics, relative value assessments and trading
- Provide ongoing portfolio, index, guideline compliance and sector monitoring to support the portfolio management and trading functions
- Aid in the development and presentation of client and prospect materials
- Communicate investment ideas, themes and opportunities to other internal portfolio managers
- Contribute to all aspects of structured securities investing
- 2+ years of financial industry experience in structured securities portfolio management, trading or research
- Proficient knowledge of ABS related computer software (Bloomberg, Intex, etc)
- Skilled in financial modeling in Microsoft Excel
- Experience managing or supporting total return fixed income portfolios that utilize structured securities
- Strong communication, writing and presentation skills
- Solid work ethic and unquestionable integrity
- Eager and Diligent
- Resourceful and Self Motivated
- Ability to balance and prioritize multiple tasks
24
Associate Portfolio Manager Resume Examples & Samples
- Bachelor’s degree in Finance, Economics, Accounting or related field preferred. CFA or MBA candidate a plus
- Professional work experience within the Financial Services or Investment Industry preferred
- Exposure to fiduciary laws preferred
- Must possess excellent communication, listening and presentation skills
- Strong eye for detail, analytical skills and customer service focused
- Must have strong technical aptitude in Excel, Word, Lotus Notes or Outlook
25
Associate Portfolio Manager Resume Examples & Samples
- Work with Senior Portfolio Managers to provide and implement strategies for the GL PM team in the management of money market, liquidity and ultra-short bond portfolios including analysis of portfolio composition, objectives and strategies
- Review and analyze investment results and returns to build premier portfolios performance with a strong fiduciary responsibility to clients
- Work closely with Senior Portfolio Managers to help develop and manage effective portfolio management and investment process. Implements trading policies, procedures, business initiatives and annual goals
- Interface with key clients, brokers and consultants to promote Invesco Global Liquidity products as well as Invesco Fixed Income
- Examine and monitor legislative, regulatory and economic developments relating to fixed income securities and their issuers
- Ensure compliance with all regulatory requirements and laws impacting portfolios and the business
- Interact on a daily basis with Global Liquidity investment teams across the world
- Work with Senior Portfolio Managers in producing materials that are used for investment committees and assists on ad hoc requests from management
- Assist in providing information and reports to internal and external constituencies
- Approximately 3-5 years of experience related to money market and short term fixed income portfolios in global markets
- Experience with providing information and reports to internal and external constituencies
- Understanding of retail and institutional client interface essential
- Strong written and verbal communication skills and demonstrated success as a team player
- Team player who is comfortable in a collaborative team-oriented environment
- Effective with all constituencies including management, brokers and consultants
- Evidences leadership skills and open minded, flexible, and willing to listen for other peoples’ opinions
- Effective interpersonal skills necessary to effectively influence outcomes both within the team and organization-wide
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Associate Portfolio Manager Resume Examples & Samples
- Build up strong relationships with internal partners including Wealth Management Research, Capital Markets and external Money Managers focusing on model delivery and trading systems updates. Review and reconciliation of all models on an ongoing basis is a critical part of our business
- Review and reconcile all orders for accuracy and completeness. Resolve all breaks and escalate to our appropriate partners when necessary
- Review and identify various types and sizes of block orders and trade using the appropriate trading tools. Route large orders directly to market makers for execution
- Coordinate implementation of tactical changes in model portfolios. Collaborate with the portfolio managers to ensure implementation of desired changes
- Execute and fulfill client requests such as withdrawals, contributions and strategy changes
- Provide portfolio oversight for Unified Managed Accounts; identify and resolve issues on a daily basis
- Resolve issues presented by Financial Advisors and accommodate when necessary
- Partner with program management and internal parties to constantly improve client experience for clients enrolled in home office discretionary programs
- Work with our developers to test new system functionality and address issues
- Problem solving and trouble shooting required to identify and resolve all issues in a time sensitive and high pressure environment
- Strong understanding financial instruments as well as financial markets in general
- Strong sense of accountability to deliver on daily tasks and deliverables
- Continually seeks to achieve higher standards and work toward process improvements. Strong advocate of quality control and ability to work independently to identify and implement process improvements
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Associate Portfolio Manager Resume Examples & Samples
- Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
- Develop and implement investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams
- Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
- Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging
- A minimum of 3 - 5 years’ experience within the finance industry; 5 – 7 years’ experience preferred. MBA or progress towards CFA designation is desired
- Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Moxy, APX is a plus
- Ability to multi-task, to establish priorities, and to work both independently and within a small team environment
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Associate Portfolio Manager Resume Examples & Samples
- Bachelor’s degree in Finance, Economics, Accounting or related field preferred. CFA, CFP or MBA candidate a plus
- Strong eye for detail, analytical skills and be service focused
- Accurate, timely and comprehensive execution of tasks assigned
- Must have strong technical aptitude in Excel, Word, and Outlook
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Senior Associate, Portfolio Manager Resume Examples & Samples
- Bachelors Degree; Accounting, Finance, Economics or Mathematics preferred
- Two or more years relevant work experience
- Knowledge of investment plans and policy statements
- Knowledge of investment research platforms
- Strong computer software, organizational and administrative skills required
- Effective communication skills both written and oral
- Ability to work with a team and independently
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Associate Portfolio Manager Resume Examples & Samples
- Minimum 3 years institutional fixed income or related experience
- Series 7 (or ability to obtain in a defined period of time)
- Strong interest or experience in impact investing with a community development purpose
- Passion for and detailed understanding of fixed income securities and portfolio management concept
- Passion for client service excellence and high standard for personal performance
- Exceptional relationship building and communication skills
- Ability to plan, organize and prioritize in an efficient and productive manner
- Progress towards CFA
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Associate Portfolio Manager Resume Examples & Samples
- At least two years of work experience in a financial services or large corporate organisation
- Previous experience in secretarial type functions or in managing smaller scale projects
- Previous experience working in a matrix organisation
- Tertiary qualification in a business or associated technical discipline
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Associate Portfolio Manager Resume Examples & Samples
- 3-5 years’ experience with fixed income securities including MBS and municipal bonds
- Strong interest or experience in impact investing with a community development purpose and a familiarity with the Community Reinvestment Act
- Advanced Excel skills (V-lookups, pivot tables, formulas, data analysis and interpretation)
33
Associate Portfolio Manager Portfolio Management Group Resume Examples & Samples
- Create and maintain security level model portfolios to fit a complex account base
- Interact with Investors, Portfolio Construction, and Manager Selection to explain the managed platform process including the capabilities and benefits of the Macro Trading platform
- Work with PMs to onboard more complex accounts to the Macro Trading team
- Manage the process and communication of asset flows for the entire managed platform
- Participate in projects to increase efficiencies and capabilities of the Macro Trading platform
- Analytical mindset and extreme diligence and accuracy; strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- Proven advanced Excel expertise a must; VBA, C++, SQL a plus
- Must be comfortable working with and manipulating large data sets
- Strong understanding of investments and ability to communicate that knowledge confidently
- Ability to manage time sensitive processes and take trade execution direction while operating in a fast-moving and demanding environment
- Private Banking experience a plus
- Strong aptitude to identify and minimize investment/business risk3+ years work experience in financial services industry
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Associate Portfolio Manager PIC Centre Resume Examples & Samples
- Delivering exceptional client experience and the wealth advisory value proposition
- Conducting ongoing wealth conversations with clients, developing and sustaining an intimate and ongoing understanding of client life goals, circumstances and wealth needs
- Providing life-based wealth advice and solutions, focusing on enabling client goals
- Based on an intimate understanding of their clients’ situation, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships
- Using strong knowledge of the Bank’s, Scotia Wealth Management and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
- Partnering with all internal product/service business partners, as required ensuring client needs are met
- Regularly monitoring client investment portfolios
- Maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
- Ensuring the suitability of wealth and investment recommendations and alignment with clients’ financial goals, objectives and risk levels
- Team Membership
- Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
- Maintaining a high level of client service and effectively resolving / escalating client issues as required
- Acting as a mentor to junior colleagues and taking a leadership role on the team
- Strong ability to explain financial and wealth strategies and concepts integrated with firm-wide investment strategies
- Expert relationship management skills
- Bilingual (French or Spanish) would be an asset
- Thorough knowledge of the full product and service offering in order to identify opportunities across the Team of Experts
- Working knowledge of the products and services offered by Scotiabank partners to identify and refer clients as appropriate
35
Associate Portfolio Manager Resume Examples & Samples
- Portfolio Re-balancing: Assist in portfolio re-balancing process and trading, as needed
- 1+ years financial and/or investment management industry experience preferred
- Progression toward CFP. CFA, CPA or MBA preferred
- Experience with Axys/Advent a plus
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Junior Associate Portfolio Manager Resume Examples & Samples
- Implementing investment decisions for separately managed accounts and funds
- Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
- Addressing client requests and managing events throughout the client’s lifecycle, such as cash flows, transitions, and account openings and closings
- Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
- An ability to think holistically, understand end-to-end processes, and reconsider the status quo
- A proactive and inquisitive approach toward new challenges and problem-solving
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Junior Associate Portfolio Manager Resume Examples & Samples
- Implementing investment decisions for individual equity accounts
- Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading and Investment Operations/Accounting
- Project-based initiatives related to process improvement and implementing new strategies
- An interest in the financial markets, industry regulations and portfolio management
- An ability to think holistically, understand end-to-end processes and reconsider the status quo
- May or June 2017 Bachelor’s degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
- Cumulative GPA of 3.3 or better
- Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)
- In particular, candidates should possess strong verbal and written communication skills coupled with the confidence to thoughtfully assert his/her ideas with a broad audience
- Detail-oriented, ability to multitask and work in a fast-paced environment
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AO / Associate Portfolio Manager Resume Examples & Samples
- Liaising with other departments internally, including Portfolio Management, Research, Legal and Compliance, Sales and Marketing, Trading, and Operations
- An interest in the financial markets and equity portfolio management
- Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
- The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
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Associate Portfolio Manager, Equities Resume Examples & Samples
- Analyze equity securities for investment purposes. Synthesize industry trends, fieldwork, and financial models to develop compelling investment ideas
- Monitor investments on a regular basis. Interpret developments that may impact investments over the long term, such as macro-economic news and company-specific changes
- Serve in a global generalist capacity, whereby responsibilities span geographies and industries. Candidates will be expected to improve understanding of international markets over time
- Present recommendations to the lead portfolio manager regarding both specific investments and broader portfolio considerations
- Based in Santa Fe, NM, with regular travel
- College degree with demonstrated academic excellence required
- Four to seven years full-time experience in financial markets, including buy-side experience, required
- Demonstrated ability to perform in-depth, effective investment research required
- Passion for markets and strong work ethic required
- Grad school/MBA preferred
- Language skills and international experience a plus
- FINRA Series 7 and 63 preferred, or must be obtained within 1 year of hire
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Associate Portfolio Manager Resume Examples & Samples
- Responsible for managing personal investment portfolios (moderate to complex) designed to achieve the financial objectives of individual clients
- Demonstrated effectiveness in communication and delivery of advice to clients that may be local or located in the region of the Private Asset Management (PAM) office; understands the nuances of managing relationships based on complexity, distance and accessibility
- Can clearly articulate the role of the Portfolio Manager to prospective high net worth clients during sales calls; serves a point of contact for PAM during Wealth Management partnership meetings with clients
- Works with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives. This would include defining the client’s investment goals and objectives, constructing a portfolio to meet those goals, and communicating necessary adjustments
- Assesses the client’s ‘big picture’ goals, risk tolerance and investments to manage the portfolio in light of the other assets that may remain outside of TIAA-CREF’s management
- Maintains and enhances relationships with existing clients. Promotes investment product sales through regular client meetings and discussions cover investment strategy, asset allocation and the goals/objectives of the client
- Works within a team environment to ensure that the client’s service expectations are being met
- At least 3 years of client relationship/service experience, preferably in financial planning or portfolio management
- Chartered Financial Analyst (CFA) designation preferred. Additional designations preferred: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), or Chartered Investment Counselor (CIC)
- Ability to work independently or in a centralized team environment, providing portfolio analysis and asset allocation recommendations to clients with portfolios that have simple to moderate levels of complexity
- Demonstrated ability to manage multiple portfolios independently within established investment guidelines
- Providing a seamless client experience in a personalized manner through comprehensive support of the overall portfolio management team
- Solid communication, relationship building and analytical skills
- Experience working effectively within a team environment
- General understanding of the various products and services offered within TIAA-CREF
- Uses analytical skills to produce a range of solutions based on client need and portfolio composition
- Makes rational and timely judgments on the basis of available information
- Asks penetrating questions to gain deeper understanding of the client’s investment goals
- Exercises sound judgment and autonomy when responding to requests and solving issues
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Associate Portfolio Manager Resume Examples & Samples
- BA/BS or equivalent qualification required Demonstrated strong verbal and written communication skills
- Demonstrated excellence working in teams and managing multiple tasks
- Working knowledge of asset-liability management with financial intermediary
- Understand the STAT/GAAP income and capital needs of an insurance company
- Excellent MS Excel and PowerPoint skills
- CFA / MBA
- Demonstrated strong verbal and written communication skills on complex issues
- Ability to prioritize multiple tasks and work with incomplete information to form and implement decisions
- Ability to be effective in a fast changing, demanding and growing environment
- Working knowledge of VBA and/or database software
- Clear examples of executed value-add strategies
- Proficiency with Barclays Point and/or BlackRock's Aladdin
42
Associate Portfolio Manager Resume Examples & Samples
- Formulates and installs sales promotion guidelines, methods and procedures and assists with the over‑all sales promotion and marketing programs
- Prepares sales training and selling aids, literature and brochures and catalogue displays along with advertising or similar materials. In addition, may administer sales promotion projects such as sales contests
- Originates new uses and markets for products and recommends distribution channels for them
- Analyzes competitive position of company products and recommends or supervises product styling, quality changes, inventory allocation, and price structures
- Analyzes and appraises the effectiveness of sales methods, costs, and results
- Supervises, coordinates or recommends advertising programs and coordinates publicity and maintains contacts with agencies
- Supervises or cooperates in market research programs
- Recommends participation in industrial, scientific and other types of exhibitions and may develop direct mail campaigns and programs
- Participate in or advise on label, package and product design, from a sales promotional standpoint
- Prepare or cooperate in the preparation of sales forecasts and in development of projected selling expense budgets
- Will participate in the sales and/or marketing training of others
- Manages and/or facilitates functional input in the new product development process for assigned products
- Submits periodic reports on areas of responsibility
- Provides sales force with competitive and technical information on a timely basis
- May coach and develop marketing personnel
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Associate Portfolio Manager Resume Examples & Samples
- Analyzing financial data
- Preparing comprehensive written analyses
- Compiling written Industry summaries
- Assisting Portfolio Managers in the preparation of credit requests
- Reviewing portfolio credit metrics for trend identification
- Confirming compliance with individual loan covenants
- Degree focus within Finance, Accounting, Mathematics or Economics, preferred
- Three or more years of related experience
- Thorough understanding of Finance and Accounting principles
- Strong Presentation and written communication skills
44
Associate Portfolio Manager, IVS Upstream Resume Examples & Samples
- Fundamental Computer Skills
- Demonstrated outstanding organizational, industry, and technical knowledge
- Demonstrated ability to develop detailed process plans using applicable tools
- Demonstrated ability to lead/facilitate cross-functional teams
- Basic computer skills (word processing, spreadsheet database)
- Group Problem Solving
- Direct customer interactions
- Experience in Medical Industry/Customer
- Internal Product Development training
- 1-2+years of direct or indirect project management experience preferred
- B.B.A. or B.S. degree (emphasis in marketing, engineering, or related discipline preferred)
45
Associate Portfolio Manager Resume Examples & Samples
- Effectively manage the transaction activity process related to client projects including working with brokers to locate potential sites, working with client’s internal departments, negotiating rates, and obtaining required approvals for execution of agreements
- Manage and be the direct point of contact for client projects
- Update and maintain pending transaction database to ensure the data is current, correct and complete
- Meet or exceed all goals and objectives related to client projects
- Review and compile market data to ensure fair market value of properties
- Assemble and submit the information required by client to approve projects
- Monitor critical dates and milestones in the client’s process to make sure the project is delivered on time
- Produce reports as required by client
- Consistently provide the highest quality service to Rail Practice Group clients
- Serve as an information resource for the client – conduct research, compile data and perform special projects
- Develop and maintain positive relationships with client’s internal departments
- Travel to client projects as necessary
- Related bachelor’s degree or equivalent experience
- Three + years commercial real estate experience, preferably with some direct transaction background
- Valid real estate license preferred
- Strong leadership, organizational, interpersonal, analytical and communication skills
- Thorough working knowledge of Microsoft Word, Excel
46
Associate Portfolio Manager Resume Examples & Samples
- Implement proprietary strategies and asset allocation for City National clients
- Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients
- Assist SPM in developing research and analysis that contributes to CNR's market strategies, asset allocation policies and tactics
- Assist SPM's in the development of communications and presentations concerning strategic shifts and changes in the marketplace to both clients and client facing colleagues
- Recommend trades consistent with CNR policies and client guidelines and objectives for approval by SPM's
- Rebalance clients' asset allocation consistent with investment objects and risk tolerance
- Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client
- Follow appropriate Regulation 9 process
- Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications
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Associate Portfolio Manager Resume Examples & Samples
- Monitor portfolios’ position weights and risk analytics compared to benchmarks and targets. Highlight deviations and enter orders to rebalance portfolios
- Collaborate with Portfolio Managers on creating marketing presentations and reports for clients
- Construct trade orders to be executed
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Associate Portfolio Manager Resume Examples & Samples
- CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank. Business Banking will increasingly be driven with a clear international orientation, achieving a superior return and growth rate from international SMEs
- All Business Banking Direct Relationship Managers will need to fully embrace the Group’s strategic objective to become the ‘Leading International Bank’ which builds on our global network, recognising the increasing globalisation of the world’s economy and the increased value of international customers
- With ever increasing competitive pressure, and the need to drive income growth consistently, there is a need to show resolute strength in transacting high quality business. Sales must be sensitively matched to appropriate customer needs maintaining service excellence at the centre of all activity
- The jobholder will show genuine conviction in the value that HSBC can bring to customers. Relationship building with existing and prospect customers to assess their needs and offer appropriate solutions, by working closely with relevant internal and external stakeholders
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Senior Associate / Portfolio Manager Resume Examples & Samples
- Responsible for pricing/executing and booking all volatility and hedging trades for the Rates, FX, and Credit Volatility programs
- Responsible for backup execution coverage for the Equity and Commodity Volatility programs
- Improving trading infrastructure
- Pre-and post trade analytics
- Working closely with the Volatility Group PMs to help improve the efficiency of strategies by communicating market developments and conveying dealer axes
50
Associate Portfolio Manager Resume Examples & Samples
- Manage and be the direct point of contact for a portfolio of client owned real estate within an assigned geographic territory
- Effectively manage the transaction activity process related to leases and/or dispositions including the negotiation of lease agreements, purchase and sale agreements, amendments, collateral security agreements, etc
- Meet or exceed all goals and objectives within assigned geographic portfolio
- Analyze and manage client’s portfolio in a proactive manner by proposing transactions that will assure maximum value-added results for the client
- Process lease and purchase inquiries for client owned property
- Review and analyze leased properties for rent increases
- Identify client properties to be sold and/or leased
- Assemble and submit the information required by client to approve properties for sale and/or lease
- Proactively market client properties for sale and/or lease
- Conduct site inspections of lease sites and property that might be considered for sale or lease
- Monitor critical dates in the lease portfolio (expirations, renewals, etc.)
- Respond and handle property management issues
- Update and maintain the information related to your projects in the transaction databases
- Three + years real estate experience, preferably with some direct transaction background
51
Associate Portfolio Manager Resume Examples & Samples
- BA/BS degree in a business major or related area of study
- 2+ years of applicable, fixed-income investments experience
- 4+ years of applicable, fixed-income investments experience
52
Associate Portfolio Manager Resume Examples & Samples
- Strong philosophical alignment with Dimensional’s investment strategy
- Background in finance and financial theory
- Excellent quantitative problem-solving and analytic skills
- Solid communication and presentation skills
- Comfort with large data sets
- Strong time-management skills
- Aptitude for learning basic computer programming languages
- Must be authorized to work in the United States without employer sponsorship
53
New Associate Portfolio Manager Resume Examples & Samples
- Partner with an experienced Portfolio Manager as part of a short-term assignment, with a potential opportunity to join a Portfolio Management team permanently
- Entrepreneur: is willing, able, and determined to develop business
- People person:can develop rapport and build strong relationships
- Confidence:in managing and influencing sophisticated clients
- Well-versed communicator:has ability to drive meaningful, two-way dialogue
- Experienced problem-solver:can generate unique solutions that respect TD’s risk appetite
- Fresh, innovative thinker:can offer unique insights and explain the value of advice
- Customer service champion: is emotionally aware, can proactively respond to client needs
- Optimist: has natural ability to leverage diverse thinking
- Change catalyst:is adaptable and comfortable navigating a fast-paced, dynamic environment
- Two years investment industry experience, particularly discretionary investment management
- CFA or CIM, or working towards the CFA designation
- Insurance license required within one year
- CFP, CIWM an asset, but not required
54
Associate Portfolio Manager Resume Examples & Samples
- Undertake extensive primary and secondary market research in 3 years’ undergraduate market via travelling PAN India
- Conduct meaningful face-to-face meetings with the students, faculties, trade accounts to develop strong customer and market insights
- Analyze, report and document findings and create strong business cases and product release plans indicative of business growth, profitability, and return-on-investment
- Design, own and execute product release plan with strict adherence to timelines. Work closely with various stakeholders – internal and external to ensure timely launch of the products, as well as plan future roadmap for products
- Acquire authorship leads, content as per the product release plan and instructional design
- Be accountable for top-line business growth via effective management of the front list
- Maintain excellent connect with the market all the time, gain customer insights and generate new leads
- Min. 4-5 Yrs. of experience with proven track-record in sales/marketing/product portfolio
- Strong analytical skills and flair for data/numbers, qualitative and quantitative market research in the given market (3 years’ undergraduate market in this case)
- Willing to travel PAN India for primary market research and content/author acquisitions
- High degree of business acumen. Ability to prepare and present strong business cases/proposals supported by market and customer data
- Excellent interpersonal, persuasive skills for author and content acquisitions
- Flair for technology/digital learning solutions/resources with understanding of what works for the customers/learners
- Project ownership and timely execution by collaborating across the functional teams
- Articulate. Ability to develop and curate databases, documentation of market research data with ease of accessibility
55
AO / Associate Portfolio Manager Resume Examples & Samples
- University degree. Finance, Business, or relevant disciplines preferred
- Securities Investment Trust and Consulting Professionals license a must
- Good command of written & spoken English and Mandarin
- 2 years of relevant working experience preferred
- Immediate availability is preferred
56
Associate Portfolio Manager Resume Examples & Samples
- Support and work closely with ETF and Index Portfolio Managers
- Support the equity trading and ETF basket process, work closely with various counterparties including trading, trade operations, fund accounting, custodian and technology
- Responsible for research, analysis and projection of index changes and corporate actions
- Work with index vendors to manage index related information and ensure integrity of index data in portfolio management tools
- Actively participate to continuously enhance Index research processes
- Bachelor’s degree required. Degree in Business, Finance, Economics, Accounting or related field highly preferred. CFA or progress toward CFA charter desirable
- 2+ years of relevant experience in roles requiring strong analytical and quantitative skills
- Advanced Microsoft Excel knowledge a must with ability to handle/manage large quantity of data
- Familiar with investment tools and systems such as Bloomberg, Factset, Charles River, and other risk management products
- Experience in Asset management or capital markets with working knowledge of index methodology preferred
- Strong quantitative/analytical skills; attention to details and good communication skills
57
Associate Portfolio Manager Resume Examples & Samples
- Responsible for all aspects of managing portfolios starting as support for Portfolio Managers and working towards independently managing portfolios within the guidelines defined by the Investment Committee
- Monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm. This will include tasks such as trading foreign currency, issuing buy and sell instructions, electing on corporate actions, and evaluating the eligibility of securities
- Identify buy and sell candidates in a systematic manner and partner with trading teams globally to implement those decisions
- Provide verbal and written explanations of portfolios, performance, process, and other investment related issues
- Structure and deliver presentations and other communication pieces which identify and quantify the value add of the Dimensional investment strategy to clients
- Participate in the ongoing development of thought leadership by challenging current thinking and searching out new opportunities to deploy the investment philosophy
- Work with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs
- MBA degree from a top tier Business School
- 5 -10 years relevant experience in the investment industry
- Experience working with institutional investors
- Experience presenting to clients and prospective clients (e.g., finals presentations, portfolio reviews, etc)
- Strong ethics and personal integrity
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Associate Portfolio Manager Resume Examples & Samples
- Completion of formal credit training program and up to 3 years of applied financial analysis working with straight forward to moderately complex credits in a commercial banking environment may be considered as alternative to formal degree program completion
- Exhibits a developed level of knowledge associated with financial analysis and modeling
- Exhibits the ability to conduct customer/prospect analysis to include a thorough analysis of the client’s operating performance/financial condition, repayment capacity, and other critical factors related to the industry and financial trends which will be considered as part of credit decisioning
- Understands and applies credit policy and can identify situations that may require policy exceptions and can make recommendations that mitigate credit risks or remedy possible exceptions
- Displays effective verbal and written communication skills and ability to communicate with customers directly on financial analysis or account management issues. Interacts directly with PMs and RMs and is able to field and answer questions related to financial analysis and interpreting financial statements from other credit analysts
- In addition to using various word processing programs, also exhibits ability to conduct internet search and industry information gathering related to borrower
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Associate Portfolio Manager Resume Examples & Samples
- Demonstrated effective managerial skills
- 2+ years as a marketing associate or related sales and/or marketing experience
- B.B.A. or B.S. degree (emphasis in marketing or related discipline preferred)
