Sample Associate Portfolio Manager Resume

Posted in Resume Samples for Manager

David Patterson
1722 Desert Broom Court
Closter, NJ 7624

Job Objective Seeking Associate Portfolio Manager Position with reputable organization in which my experience can be a positive influence on the growth of company.

Highlights of Qualifications:

  • Huge experience in managing investments for consulting industries
  • Huge knowledge of economics and investment theory
  • Exceptional knowledge of financial risk models and associated concepts
  • Immense ability to speak effectively in front of audience
  • Excellent ability to adapt to changes quickly
  • Proficient with Access, Excel, VBA, and modeling software packages
  • Outstanding communication skills in both oral and written forms

Professional Experience:

Associate Portfolio Manager
BNY Mellon, Closter, NJ
October 2008 – Present

  • Coordinated with senior portfolio manager and developed ways to ensure client satisfaction.
  • Prepared client presentations and evaluated all sales and investment materials for same.
  • Assisted senior in handling large projects.
  • Analyzed client portfolios using various complex data services and performed research.
  • Ensured effective implementation of investment programs and achieved all objectives.
  • Administered all policies and ensured compliance to procedures.

Quantitative Portfolio Analyst
Morgan Stanley, Closter, NJ
August 2003 – September 2008

  • Designed and maintained strategies for various allocation models.
  • Maintained and developed matrixes to improve efficiency.
  • Analyzed client portfolio and suggested products and services according to requirements.
  • Assisted departments in analyzing risk for new products and strategies.
  • Managed all data and analyzed it quantitatively.
  • Developed models to analyze risk profiles.

Portfolio Specialist
TIAA-CREF, Closter, NJ
May 1998 – July 2003

  • Coordinated with marketing and client service team and analyzed market requirement.
  • Participated in client reviews and meetings and ensured satisfaction of client.
  • Prepared quarterly reports for client on market condition and performance.
  • Monitored client requests and prepared ad hoc responses.
  • Evaluated all investment related question and ensured accuracy in answers.


Bachelor’s Degree in Finance or Economics
Northwestern College, Saint Paul, MN

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