Sample Portfolio Administrator Resume

Posted in Administrator Resume Examples

James Hall
3783 Goff Avenue
Mattawan, MI 49071
(333)-668-4106
[email]

Job Objective Looking for work as a Portfolio Administrator today in order to further advance my skills in the industry.

Highlights of Qualifications:

  • Remarkable experience in interfacing with commercial relationships
  • Huge knowledge of commercial and real estate underwriting and credit analysis
  • Deep knowledge of operational and trading activities
  • Familiarity with investment management and mutual funds
  • Outstanding ability to work in a team with minimum supervision
  • Superior accounting skills

Professional Experience:

Portfolio Administrator
First Horizon, Mattawan, MI
November 2007 – Present

  • Maintained client position and transaction data.
  • Managed reporting of client performance.
  • Executed daily operational tasks.
  • Formulated investment performance materials.
  • Aided client to formulate firm and custodian paperwork.
  • Coordinated with Portfolio Manager and Investment Team.

Portfolio Administrator
Robert Half Finance & Accounting US, Mattawan, MI
December 2003 – October 2007

  • Managed client and accountant queries.
  • Aided recurring and ad hoc requests.
  • Coordinated with various managers and custodians.
  • Formulated monthly and quarterly reports.
  • Collaborated with all levels of management and collected quarterly management fees.

Education

Bachelor’s Degree in Accounting
Edward Waters College, Jacksonville, FL

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