Portfolio Associate

Portfolio Associate Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Portfolio Associate job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Portfolio Management
  • Trading
  • Equities
  • Investments
  • Mutual Funds
  • Financial Services
  • Securities
  • Finance
  • Wealth Management
  • Asset Management
  • Bloomberg
  • Fixed Income
  • Financial Analysis
  • Uniform Combined State Law
  • Financial Modeling
  • Securities Regulation
  • Asset Allocation
  • Alternative Investments
  • Valuation
  •   Show full list

Resume Skills: Finance Tools

  • Bloomberg Terminal
  • S&P Capital IQ
  • QuickBooks
  • Excel
  • Morningstar Direct
  • Oracle Financials
  • Microsoft Excel
  • AlphaSense
  • Investopedia
  • FactSet

Resume Skills: Financial Analysis

  • Quantitative Analysis
  • Qualitative Analysis
  • Risk Management
  • Portfolio Management
  • Equity Research
  • Business Valuation

Resume Skills: Investment Strategies

  • Long/Short Equity
  • Risk Arbitrage
  • Credit Arbitrage
  • Macro
  • Distressed Debt
  • Structured Products

Resume Skills: Languages

  • English
  • Spanish
  • French
  • Japanese

Resume Skills: Equity Research

  • Financial Modeling
  • Data Analysis
  • Equity Valuation
  • Economic Research
  • Bloomberg Terminal
  • ROI Analysis

Resume Skills: Investment Tools

  • FactSet
  • Python (Finance)
  • Excel (Advanced, Pivot Tables/VLOOKUP)
  • Mutual Fund Analysis
  • Fixed Income Analysis
  • Market Research

Resume Skills: Analytical

  • Financial Analysis
  • Portfolio Management
  • Investment Analysis
  • Market Research
  • Risk Management

Resume Skills: Regulatory Compliance

  • SEC Regulations
  • Financial Industry Regulatory Authority (FINRA)
  • Sarbanes-Oxley Act (SOX)
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Portfolio Associate Resume: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Portfolio Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Resume Worded January 2022 - Present
Portfolio Associate
Designed a proprietary asset allocation model that led to a 20% portfolio growth and increased client count by 15%
Implemented Bloomberg to streamline equity, fixed income, and mutual fund trade executions which buttressed trading efficiency by 45%
Honed financial modeling skills to evaluate alternative investments yielding profitable portfolios and resulting in a 10% growth in AUM.
Systematically managed portfolios to align with securities regulations and uniformly combined state laws to mitigate risks.
Directed wealth management strategy using dynamic financial analysis that boosted average ROI by 8%.
Coached.com June 2018 - December 2021
Investment Analyst
Efficiently analysed vital financial dynamics resulting in sound investments that increased overall client investment return rate by 12%
Dexterously utilized FINRA regulations to conduct in-depth securities analysis and optimize asset allocation
Collaborated on the introduction of uniform combined state law strategies, improving fund performance by 18%.
Merrill Lynch January 2015 - May 2018
Financial Advisor
Spearheaded financial services delivery, augmenting wealth management portfolio by 2m over 3 years.
Delivered relevant advice on equities, leading to an increase in portfolio value by 15%.
Resume Worded Academic Center June 2018
Master of Business Administration
Focus on Investment Strategies and Financial Modeling
Resume Worded University May 2015
Bachelor of Science - Finance
Minors in Accounting and Economics
Achievement: Dean’s List 2013 - 2015
Finance Tools: Bloomberg Terminal, Microsoft Excel (Advanced), AlphaSense, Investopedia, FactSet
Analytical Skills: Financial Analysis, Portfolio Management, Investment Analysis, Market Research, Risk Management
Regulatory Compliance: SEC Regulations, Financial Industry Regulatory Authority (FINRA), Sarbanes-Oxley Act (SOX)
Languages: English (Native), Japanese (Intermediate), Spanish (Basic)
Certifications: Chartered Financial Analyst (CFA) - Level III (2019), Series 7 - General Securities Representative Exam (GS) (2015)
Leadership & Volunteering: Resume Worded Foundation - Finance Mentor (2019-Present), Financial Literacy Program - Volunteer Tutor (2016 - 2018)
Professional Affiliations: Member, Association of Investment Analysts (AIA), Member, Financial Planning Association (FPA)
Projects: Developed robust financial model predicting 5-year return on investment for startup companies
Your Name
Investment Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Fidelity Investments June 2020 - Present
Investment Associate
Propelled a 20% annual growth rate of AUM by streamlining the portfolio management processes using advanced financial services and investing in high-yield equities.
Systematically adhered to FINRA and securities regulations in executing trades leading to a clean compliance record.
Conducted comprehensive financial analysis of alternative investments optimizing asset allocation and improving fund performance by 10%.
Employed financial modeling to value potential investments, increasing diversification by 15%.
Bolstered trading efficiency using Bloomberg for the rigorous analysis of fixed income securities and mutual funds.
Goldman Sachs December 2016 - May 2020
Financial Analyst
Exceeded projected financial services metrics by 30% by delivering seamless valuation data
Enhanced asset management efficiency by conducting rigorous due diligence, which reduced underperforming assets by 15%.
Implemented a robust risk management strategy, leading to a 20% decrease in company exposure to risky assets.
Coached.com June 2013 - November 2016
Research Associate
Conducted meticulous equity analysis that led to a successful $1M investment in a startup.
Collaboratively worked on wealth management strategies that increased client net worth by 10%.
Resume Worded Institute Oct 2019
Certified Financial Planner (CFP)
Recognized as top 5% in the cohort for exceptional strategic financial planning skills.
Resume Worded University December 2016
Master of Business Administration - Finance
Specialized in Investment Management
Achieved XYZ award for outstanding academic performance in financial modeling and analysis.
Finance Tools & Software: Bloomberg Terminal, S&P Capital IQ, QuickBooks, Excel (Advanced), Morningstar Direct, Oracle Financials
Financial Analysis: Quantitative Analysis, Qualitative Analysis, Risk Management, Portfolio Management, Equity Research, Business Valuation
Investment Strategies: Long/Short Equity, Risk Arbitrage, Credit Arbitrage, Macro, Distressed Debt, Structured Products
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Chartered Alternative Investment Analyst (CAIA), Certified Public Accountant (CPA)
Leadership & Volunteering: Head of Financial Education Program, Resume Worded Outreach (2021), Volunteer Tax Assistant, Local Community Center (2017 - Present)
Courses: Advanced Course in Market and Credit Risk, Resume Worded Institute (2020)
Publications: Published multiple articles on financial analytics and investment strategies in top-tier financial magazines (2018-2020)
Your Name
Equity Research Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Resume Worded March 2021 - Present
Equity Research Analyst
Implemented Bloomberg's robust analytical tools to enhance trading strategies for equities and mutual funds resulting in a 15% return on investments.
Managed financial analysis for key investment decisions, delivering a 10% increase in fund yields.
Streamlined internal portfolio management systems to adhere to uniform combined state law, reducing compliance issues by 15%.
Played a critical role in achieving a 20% growth in wealth management business by regularly delivering profitable investment advice.
Used financial modeling to analyze fixed income securities which led to a 30% increase in their portfolio value.
BlackRock August 2017 - February 2021
Investment Analyst
Successfully increased portfolio diversification by conducting in-depth analysis on an array of alternative investments.
Maintained 100% compliance with FINRA and securities regulations in trading and asset allocation decisions.
Invested in high yield equities, resulting in an 18% increase in overall portfolio value.
Charles Schwab Corporation January 2014 - July 2017
Junior Financial Advisor
Accurately advised clients on financial services, leading to a 12% increase in client investments.
Played a key role in team that managed $1M+ in asset management initiatives leading to a 10% annual AUM growth.
Resume Worded University December 2020
Master of Business Administration - Finance
Received 'FX Derivatives Trader of the Year' award for portfolio performance
Resume Worded Institute May 2014
Bachelor of Science in Economics
Concentration in Financial Economics
Graduated with Distinction in Economics
Equity Research: Financial Modeling, Data Analysis, Equity Valuation, Economic Research, Bloomberg Terminal, ROI Analysis
Investment Tools: FactSet, Python (Finance), Excel (Advanced, Pivot Tables/VLOOKUP), Mutual Fund Analysis, Fixed Income Analysis, Market Research
Certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) - Level III
Professional Development: Advanced Corporate Valuation Course from New York Institute of Finance (NYIF) (2019)
Leadership & Volunteering: Mentor for Young Investor's Society, Board Member at Finance Professional’s Community Group

Compare Your Resume To These Portfolio Associate Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Portfolio Associate resume?

Review the job posting closely.

Go through the Portfolio Associate posting you're applying to, and identify hard skills the company is looking for. For example, skills like Portfolio Management, Securities and Mutual Funds are possible skills. These are skills you should try to include on your resume.

Add industry skills like Investments and Equities.

Add other common skills from your industry - such as Financial Services, Trading and Finance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Securities Regulation, Wealth Management and FINRA - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Use the exact job title.

Try to add the exact job title, Portfolio Associate, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Portfolio Associate Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Portfolio Associate job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Portfolio Associate Skills and Keywords to Include On Your Resume

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Portfolio Associate Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

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Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on a Portfolio Associate resume?

Some effective Portfolio Associate skills you can add to your resume include:

  • Portfolio Management
  • Trading
  • Equities
  • Investments
  • Mutual Funds
  • Financial Services
  • Securities
  • Finance

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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