Jump to a template:
Get advice on each section of your resume:
Jump to a resource:
As a Portfolio Manager, your role involves a lot of strategic decision-making, so it's important to showcase your ability to make informed, successful investment choices. It's not all about finance knowledge - soft skills are increasingly valued in this field, with a trend towards a more client-focused approach. When you're writing your resume, remember that your goal is to illustrate your potential value to prospective employers. It's a balancing act between demonstrating your financial acumen and highlighting your ability to build relationships with clients and teams.
Over the last few years, there's been a shift in the industry, with more emphasis on ESG (Environmental, Social, and Governance) investing. This means it's essential to demonstrate any experience or interest in this area. Use your resume to paint a picture of yourself as a forward-thinking Portfolio Manager who's in tune with industry trends and prepared to adapt.
Portfolio Managers aren't just expected to manage investments, they're expected to make strategic decisions that benefit their clients financially. In your work history, provide examples of when you have strategically allocated resources, implemented investment strategies, or enhanced Portfolio performance.
Given the growing emphasis on ESG investing, it's important to show any involvement in this area. Whether it's through professional experience, training, or personal interest, make sure to include any ESG-related knowledge or skills in your resume.
A portfolio manager is a finance and investment professional who is responsible for managing and trading an investment fund's assets. They oversee the investment strategy and manage day-to-day fund trading. They may manage portfolios for large corporations to individual investor groups. Portfolio managers can take different approaches to managing investments. However, they are always responsible for overseeing, securing, and ideally, creating profitable investment portfolios for others.
To become a portfolio manager, you’ll need a strong background in finance and trading. You will need a minimum of bachelor's degree in finance or business, though a master’s degree can help you land this job more easily. Additionally, hiring managers will look for candidates with previous experience in finance and risk management, in roles such as a financial analyst or investment consultant. It’s important that aspiring portfolio managers showcase certain skills, such as knowledge of the stock market and trading principles, investment forecasting, portfolio analysis, and more.
Whether the client is a company or individual investor, one of the most important things for portfolio managers to know is how to effectively communicate and perform for their clients. You should highlight any experience you have communicating and effectively meeting client desires.
Portfolio managers need several hard skills to be successful, such as investment analysts, risk management techniques, and financial modeling. On your resume, it’s important to list these skills, and also how you have used them successfully in previous roles or scenarios.
Portfolio managers oversee investment portfolios for individuals and companies. They’re tasked with choosing the right types of assets for their clients’ needs and making prudent investment decisions based on available data. To become a portfolio manager, use your resume to emphasize a strong background in investment as well as financial analysis.
Being a portfolio manager usually requires some hard skills such as financial modeling, asset management, and investment. Use your skills section to highlight these abilities as well as any technical skills that might be relevant (e.g. Python, MATLAB, or other technical skills).
Portfolio manager roles are senior positions that often go to more experienced candidates. If you want the job, your resume should show a track record of successful portfolios that you’ve managed. Using strong action verbs such as “introduced”, “conducted”, or “trained” shows that you played an active role in your past achievements.
We spoke with hiring managers at top investment firms like Vanguard, BlackRock, and State Street Global Advisors to get their best tips for creating a strong portfolio manager resume. They shared insider advice on what skills and experience to highlight, and how to make your resume stand out. Use these tips along with our resume examples to create a compelling resume that will get you noticed.
Hiring managers want to understand your approach to investing and how you make decisions. Use your resume to give a clear picture of your investment strategy and philosophy.
Avoid generic statements that don't give insight into your specific approach:
A resume summary for a Portfolio Manager position is optional, but it can be a great way to provide additional context about your experience and qualifications that may not be immediately apparent from the rest of your resume. It's especially useful if you're changing careers or have a lot of experience to summarize. However, avoid using an objective statement, as it's outdated and doesn't provide value to the hiring manager.
When writing your summary, focus on highlighting your most relevant skills, experiences, and achievements that align with the Portfolio Manager role. Avoid repeating information that's already present in other sections of your resume, and keep it concise - aim for no more than a short paragraph. Remember, your goal is to grab the hiring manager's attention and entice them to read the rest of your resume.
The work experience section is the most important part of your portfolio manager resume. It's where you show hiring managers how you've applied your skills to drive results throughout your career.
In this section, we'll cover exactly what you need to include in your work experience section, and how to write about your experience in a compelling way that will grab the attention of hiring managers.
When describing your work experience, use strong action verbs that are relevant to portfolio management and the financial industry. This helps paint a clear picture of your contributions and makes your resume more impactful.
Examples of strong verbs for a portfolio manager resume include:
Your education section can make or break your chances of landing an interview as a portfolio manager. It's important to highlight your relevant academic background and any specialized training or certifications you've earned. Here are some key tips to keep in mind when writing your education section:
Here are examples of popular skills from Portfolio Manager job descriptions that you can include on your resume.
This word cloud highlights the important keywords that appear on Portfolio Manager job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.
Use our free resume checker to get expert feedback on your resume. You will:
• Get a resume score compared to other Portfolio Manager resumes in your industry.
• Fix all your resume's mistakes.
• Find the Portfolio Manager skills your resume is missing.
It's instant, free and trusted by 1+ million job seekers globally. Get a better resume, guaranteed.
Upload your resume
Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.
