Resume For Assistant Portfolio Manager

Rajan Sharma
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.

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.