Sample Investment Manager CV

Posted in Resume Samples for Manager

In crafting an Investment Manager CV, it is imperative that you highlight your areas of expertise and experience to be able to convince potential clients. Impress the recruiter by presenting information such as experience in various investment management environments, corporate finance, capital investments, contract deals, offshore bonds, insurance, as well as an extensive exposure in the banking industry. You can include skills such as portfolio underwriting, contractor management, and marketing skills. A clean track record is a great advantage. Presenting a detailed summary of all professional experience in reflects credibility. Below is a sample CV of an Investment Manager for your perusal.

Dorian Mueller
Ap #533-1825 Scelerisque St., Ledbury, Herefordshire, F9R 1NO Date of Birth:August 29th, 1990
Email: [email] Mobile:07739 704021 Tel: 01462 121067
OBJECTIVE:
My main goal as an Investment Manager is place investments in fields with optimum performance in which growth outweighs the risks and all in accordance with the parameters set by the client. Equipped with strong background in the banking and insurance industry, as well as sharp investigative and analytical skills, I am positive that this objective can be achieved. Having been an Investment Manager in two different firms, I have always considered the clients’ best interests first in making financial judgments and settling transactions. Aside from this, I also aim to be constantly transparent in my dealings with clients and collaborate towards professional and financial growth.
SKILLS:
Hands on experience in managing client portfolio for banking sector
Remarkable knowledge of risk analysis process
Exceptional knowledge of offshore bonds and other investment funds
Ability to analyze all complex issues efficiently
Ability to interpret data and draw appropriate conclusions
Familiarity of various loan products
EDUCATIONAL BACKGROUND:
BA (Hons) in Accounting and Financial Management
Kingston University
Kingston Upon Thames
Sep 2008 – Jul 2011
A-levels: Economics, History, Mathematics, English Language
North Hertfordshire College
Stevenage
Oct 2006 – Jul 2008
GCSEs: Maths, Physics, English Language, Chemistry
Drayton Manor High School
Hanwell
Sep 2001 – Jul 2006
EMPLOYMENT HISTORY:
Sammons Group
Investment Manager
Merseyside
Sep 2012 – Till Date
  • Evaluated client valuation records and maintained accuracy of information.
  • Analyzed client investment objectives and ensured achievement through investment.
  • Coordinated with clients and provided appropriate advice.
  • Developed efficient IT systems to streamline business processes.
  • Maintained compliance to all organization policies and procedures.
  • Monitored client transactions and assisted clients with investments.
Smith & Williamson
Investment Manager
Greater London
Sep 2011 – Sep 2012
  • Prepared various trade files and maintained records for Asset Servicer.
  • Supervised meeting materials for third party and performed required investigations.
  • Administered everyday investment operations for data management activities.
  • Ensured compliance to all internal regulations and standards.
  • Developed and maintained relationships with all departments as client representative.
  • Performed research on all equities and collective investment funds from clients.
REFERENCES:
Bradley Morris
5818 Gravida. Street, Ross-on-Wye
Anglesey, RZ36 6GT
Mobile: 07880 850025
[email]
Cole Miranda
Ap #954-602 Id, St., Ross-on-Wye
Anglesey, RZ36 6GT
Mobile: 07990 612832
[email]
Dorian Mueller
Ap #533-1825 Scelerisque St., Ledbury, Herefordshire, F9R 1NO Date of Birth:August 29th, 1990
Email: [email] Mobile:07739 704021 Tel: 01462 121067
OBJECTIVE:
My main goal as an Investment Manager is place investments in fields with optimum performance in which growth outweighs the risks and all in accordance with the parameters set by the client. Equipped with strong background in the banking and insurance industry, as well as sharp investigative and analytical skills, I am positive that this objective can be achieved. Having been an Investment Manager in two different firms, I have always considered the clients’ best interests first in making financial judgments and settling transactions. Aside from this, I also aim to be constantly transparent in my dealings with clients and collaborate towards professional and financial growth.
SKILLS:
Hands on experience in managing client portfolio for banking sector
Remarkable knowledge of risk analysis process
Exceptional knowledge of offshore bonds and other investment funds
Ability to analyze all complex issues efficiently
Ability to interpret data and draw appropriate conclusions
Familiarity of various loan products
EDUCATIONAL BACKGROUND:
BA (Hons) in Accounting and Financial Management
Kingston University
Kingston Upon Thames
Sep 2008 – Jul 2011
A-levels: Economics, History, Mathematics, English Language
North Hertfordshire College
Stevenage
Oct 2006 – Jul 2008
GCSEs: Maths, Physics, English Language, Chemistry
Drayton Manor High School
Hanwell
Sep 2001 – Jul 2006
EMPLOYMENT HISTORY:
Sammons Group
Investment Manager
Merseyside
Sep 2012 – Till Date
  • Evaluated client valuation records and maintained accuracy of information.
  • Analyzed client investment objectives and ensured achievement through investment.
  • Coordinated with clients and provided appropriate advice.
  • Developed efficient IT systems to streamline business processes.
  • Maintained compliance to all organization policies and procedures.
  • Monitored client transactions and assisted clients with investments.
Smith & Williamson
Investment Manager
Greater London
Sep 2011 – Sep 2012
  • Prepared various trade files and maintained records for Asset Servicer.
  • Supervised meeting materials for third party and performed required investigations.
  • Administered everyday investment operations for data management activities.
  • Ensured compliance to all internal regulations and standards.
  • Developed and maintained relationships with all departments as client representative.
  • Performed research on all equities and collective investment funds from clients.
REFERENCES:
Bradley Morris
5818 Gravida. Street, Ross-on-Wye
Anglesey, RZ36 6GT
Mobile: 07880 850025
[email]
Cole Miranda
Ap #954-602 Id, St., Ross-on-Wye
Anglesey, RZ36 6GT
Mobile: 07990 612832
[email]

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