Sample Fund Manager Resume

Posted in Resume Samples for Manager

Mark White
601 Main Street,
Campbell,
TX, 75422
222-222-2222
[email]

Summary
A proactive individual with years of proven and successful fund management experience who has demonstrated notable practice of the prevailing principles and policies associated with fund management.

Professional Experience:
Fund Manager January 2006 – Present
National Association Management Group, Kennesaw, GA

Responsibilities:

  • Proposed and facilitated meetings with Investors to discuss investment strategies.
  • Managed clients regarding investment strategies.
  • Researched markets and applied relevant findings gathered from investment analyst.
  • Managed all aspects of the annual campaign.
  • Produced monthly reports for the Board of Directors and Director of Funds Development.
  • Supervised teams and reported monthly status of annual campaigns done and rolled out by group.

Stockbroker June 2002– December 2005
Accounting Network, Sunnyvale, California

Responsibilities:

  • Gathered information about stocks, bonds, mutual funds, pension plans and other financial instruments.
  • Evaluated the potential of financial instruments.
  • Located potential clients who may be interested in selling or purchasing financial instruments.
  • Developed investment plans based on the needs of a specific client.
  • Maintained records of investments.
  • Reviewed financial reports.

Loan Funder February 1995 – May 2002
Bloom Capital Management, New York, NY

Responsibilities:

  • Proposed and facilitated meetings with Investors to discuss investment strategies.
  • Managed clients regarding investment strategies.
  • Researched markets and applied relevant findings gathered from investment analyst.
  • Managed all aspects of the annual campaign.
  • Produced monthly reports for the Board of Directors and Director of Funds Development.
  • Supervised teams and reported monthly status of annual campaigns done and rolled out by group.

Stockbroker June 2002– December 2005
Accounting Network, Sunnyvale, California

Education
Masters Degree in Business Administration
Finance Management, Yale University, CT, 1995
Bachelor of Science in Marketing
Yale University, CT, 1993

Skills:

  • Knowledge in accounting and funds management
  • Proficiency in both oral and written communication skills
  • Ability to communicate clearly and articulate thoughts and ideas
  • Proficiency in computer applications such as MS office (Excel, Word, PowerPoint)
  • Knowledgeable in applicable laws, codes and regulations
  • Team player, ability to work in a fast paced, multi-tasking environment, results oriented
  • Fund-raising management software ( Razors Edge, Orange Leap)
  • Project management, strong computer and analytical skills

Awards and Affiliations
Society of Investment Professionals’ Investment Management, Members

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