Sample Assistant Portfolio Manager Resume

Posted in Resume Samples for Manager

Dennis Akins
1272 Providence Lane
Pasadena, CA 91104
(123)-264-4631
[email]

Job Objective To use my abilities and skills and gain employment as Assistant Portfolio Manager.

Highlights of Qualifications:

  • Wide experience in capital markets and portfolio management
  • Profound knowledge of financing models and relationship management
  • Panoptic knowledge of account servicing and retail environment
  • Thorough understanding of residential leasing and financial services
  • Immense ability to understand property management
  • Technical ability to use modeling packages including SAS

Professional Experience:

Assistant Portfolio Manager
First Niagara, Pasadena, CA
November 2014 – Present

Responsibilities:

  • Assisted in portfolio analytics and AUM reporting.
  • Evaluated credit quality and implemented performance reporting.
  • Documented fund accounts and generated client reports.
  • Participated in production of information regarding RFP requests.
  • Supported special projects and assisted in product development.
  • Evaluated find equity balances and investible funds.

Portfolio Analyst
Invenergy, Pasadena, CA
August 2012 – October 2014

Responsibilities:

  • Formulated credit risk strategies to support credit cards acquisitions.
  • Reviewed credit tests for improvement of program performance.
  • Assisted in leveraging of mathematical techniques for credit line assignments.
  • Analyzed MIS commentary for market changes and connections.
  • Maintained credit risk and conducted internal audits.
  • Conducted analytical assessments for optimization of client experience.

Portfolio Associate
Index Fund Advisors, Inc., Pasadena, CA
May 2009 – July 2012

Responsibilities:

  • Assisted in portfolio analytics and AUM reporting.
  • Evaluated credit quality and implemented performance reporting.
  • Documented fund accounts and generated client reports.
  • Participated in production of information regarding RFP requests.
  • Supported special projects and assisted in product development.
  • Evaluated find equity balances and investible funds.

Portfolio Analyst
Invenergy, Pasadena, CA
August 2012 – October 2014

Education

Master’s Degree in Finance
Pacific Oaks College, Pasadena, CA

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