By sampath on
November 14th, 2009
ASSISTANT PORTFOLIO MANAGER
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.
Alberto Gustavo
75, Ellis Park Road
Denver, CO.
(644) 456 789
PROFESSIONAL OBJECTIVE
Seek new challenges in Finance, where appropriate education, experience and analytical skills would be operated and developed.
CAREER HISTORY
OPERA COLORADO, Denver, Colorado. (1990-Present )
Assistant Portfolio Manager
Make sure that all account funds are fully invested and requests related to transactions are satisfied in a timely and particular manner.
Personally responsible for portfolio of 18 accounts.
Maintain cash flow analysis and verify/submit quarterly reports to clients.
Preserve stocks and bonds research files; evaluate and select municipal bond offered by Brokers.
Interact with bank and internal trade branch.
Post – Modern Co., Denver, CO. (1989-1990)
Promotional Sales Representative
Established new business and new accounts follow-up and the prerequisite of detailed service and pricing details.
North American Title company, Denver, CO. (1988-1990)
Assistant Campaign Manager
Assisted in the expansion and execution of appraisal programs; set up and
coordinated people in raising funds.
EDUCATION
HERITAGE COLLEGE, Denver, CO.
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.
Categories: Account
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