Resume For Assistant Portfolio Manager
956/6, Gandhi Nagar,
Delhi – 110011
(+91-11) 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.
SWEET BRIAR COLLEGE. Sweet Briar, VA
Bachelor of Science Degree in Management/Finance, January, 1988.
Course work included: Management Information Systems
Data Processing Statistics
Money and Banking
Stock Market Investments
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.