ASSISTANT PORTFOLIO MANAGER Resume - Free Resume Example

ASSISTANT PORTFOLIO MANAGER Resume - Free Resume Example - Free Resume Teamplate

Sample assistant portfolio manager resume includes course work that corresponds to the position desired and work history is stated in reverse chronological order, with most recent employment listed first. The assistant portfolio manager resume, free accounting resume sample, can be changed based on your accounting education background and experience.

Carl Furman
123, Ellis Street
Boston, MA, 01234
(123) 456 789

PROFESSIONAL OBJECTIVE
Seeking new challenges in Finance, where relevant education, experience and analytical, customer service, follow-up and problem-solving skills will be utilized and advanced.

CAREER HISTORY

1990-Present CANNON, SLOAT, ERICKSON, AND BANKS, INC., Arlington. VA
Assistant Portfolio Manager
Set up all systems and files for Reconciliation Department; assumed responsibility for procedures and documentation relevant to this new unit (300 accounts).
Ensure that all account monies are fully invested and that transaction requests are fulfilled in a timely and accurate manner.
Personally responsible for portfolio of 18 accounts.
Prepare cash flow analyses and verify/submit client quarterly reports.
Maintain research files of stocks and bonds; assess and select municipal bonds presented by Brokers.
Interact with bank and in-house Trading Department.

1989-1990 O'CONNOR PRINTING, Alexandria, VA
Promotional Sales Representative
Generated new business and established new accounts through cold-calling, follow-up and the provision of detailed service and pricing information.

1988-1990 VIRGINIA STATE REPRESENTATIVE ELECTION COMMITTEE, Charlottesville, VA
Assistant Campaign Manager
Assisted in the development and implementation of promotional programs; set up and coordinated fundraisers.

EDUCATION
SWEET BRIAR COLLEGE. Sweet Briar, VA
Bachelor of Science Degree in Management/Finance, January, 1988.

Course work included: Management Information Systems
Financial Accounting
Data Processing Statistics
Money and Banking
Managerial Accounting
Stock Market Investments
International Economics
Monetary Management

Internship: Served VTA Advisory Board as Assistant Budget Analyst.

Reviewed budget proposals from various departments; broke down and analyzed previous budgets, verified figures and made recommendations to Budget Director based on results.