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.
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
