Assistant Portfolio Manager Resume

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Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Highly motivated, experienced accounting professional with exceptional portfolio management skills, is searching for ‘Portfolio Manager’ position with a firm to help in establishing long-term and healthy relations with clients.

Summary of Skills:

  • Extensive up-to-date knowledge, and a general understanding of major economic trends

  • In-depth knowledge of financial investment, and portfolio management

  • Profound knowledge of financial models, relationship management, and capital markets

  • Capable of creating diverse portfolios to help clients maximize returns on investments

  • Familiar with assessment and evaluation of credit requests, problem credits, and underwriting documents

  • Ability to prioritize tasks and meet target objectives under pressure

  • Strong interpersonal skills with proven ability to build long-lasting healthy relationships with clients

Work Experience:

Assistant Portfolio Manager

Rexford Enterprises, Houston, TX

October 2016 – Present

  • Working with team to formulate, draft and ensuring implementation of investment policy statements, and asset allocation for the clients

  • Modeling all existing client portfolios as per the market trends, and recommending appropriate allocation for funds for investments

  • Reviewing and ensuring accuracy investment premium are paid in time

  • Conducting meetings with third-party fund managers to review performance of investment products, and know about new launches

  • Increasing operation efficiency in the portfolio management department by reducing redundancies, and streamlining procedures

  • Assisting portfolio manager with vendor negotiations, bidding for new financial instruments, resolving equity performance issues, and preparing accounting reports

Portfolio Analyst

Johnson Investment Counsel, Houston, TX

March 2013 – September 2016

  • Conducted market research to understand top performing stock funds, and collected target companies’ financial reports to facilitate new investment proposals for prospective clients

  • Researched investment market, including interest rates, stock values to determine its impact on client investments

  • Maintained portfolios for more than 100 clients and generated monthly, quarterly reports, including detailed information about investment risks, changing rates, product pricing, profit ratio, and revenue growth percentage

  • Assisted portfolio manager in various duties such as re-balancing the portfolio positions, studying and revising trading strategies, and developing new allocation programs

  • Formulated credit risk strategies to minimize the potential loss in client assets during negative economic trends

Portfolio Management Assistant

Voya Financial Services, Houston, TX

August 2011 – February 2013

  • Took responsibility to monitor and report trading investment opportunities portfolio holdings, cash flows, account maintenance, and related data

  • Processed equity trades in the trading platform under supervision, and ensured accuracy of the trades for individual accounts

  • Monitored portfolio holdings in various databases, and provided monthly performance analytic reports

  • Assisted in different client projects by performing duties such as stock holding research, review of assets, and conducting market analysis

  • Evaluated credit quality, assessed equity funds, and implemented performance reporting for all projects


  • Bachelor’s Degree in Accounting

    University of Houston, Houston, TX



  • Chartered Financial Analyst, 2015


On request.