Portfolio Manager

Portfolio Manager Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Portfolio Manager 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
  • Investments
  • Financial Modeling
  • Real Estate
  • Financial Analysis
  • Asset Management
  • Banking
  • Commercial Real Estate
  • Capital Markets
  • Fixed Income
  • Business Development
  • Strategy
  • Risk Management
  • Investment Properties
  • Finance
  • Management
  • Sales
  • Valuation
  • Corporate Finance
  • Equities
  • Bloomberg
  • Financial Markets
  • Hedge Funds
  • Derivatives
  • Investment Management
  • Trading
  • Investment Banking
  • Alternative Investments
  • Project Portfolio Management
  • Asset Allocation
  •   Show full list

Resume Skills: Regulatory standards

  • SEC regulations
  • FINRA rules
  • Compliance Reporting
  • Regulatory Audits
  • Risk Compliance
  • Dodd-Frank
  • Volcker Rule
  • FATCA
  • SEC Compliance
  • BASEL III
  • Anti-Money Laundering (AML)
  • EMIR
  • MiFID II
  • FRTB
  • Basel III
  • SOX
  • IFRS
  • GAAP
  • SEC Regulations
  • Tax Planning
  • SOX Compliance
  • Due Diligence
  • Financial Reporting
  • Mergers & Acquisitions (M&A) Regulations
  • Sarbanes-Oxley Act
  • Dodd-Frank Act
  • Foreign Account Tax Compliance Act
  • Financial Industry Regulatory Authority
  • Maple SEC Compliance
  • GDPR
  • KYC & Due diligence procedures
  • KYC
  • AML
  • GAAS
  • FINRA
  • Regulatory Compliance Procedures
  • Sarbanes-Oxley
  • FASB
  • SEC Reporting & Compliances

Resume Skills: Software

  • Bloomberg Station
  • Microsoft Office Suite (Word, Excel, PowerPoint)
  • Oracle
  • SAP Financial
  • Quickbooks
  • Bloomberg Terminal
  • MS Office Suite: (Excel, Word, PowerPoint, Outlook)
  • QuickBooks
  • Tableau
  • Bloomberg
  • Excel
  • FactSet
  • Morningstar Direct
  • Python
  • MATLAB
  • Reuters Eikon
  • SAS
  • MySQL
  • Microsoft Excel
  • Financial Software (FactSet, Morningstar)
  • Database Management Systems (DBMS)
  • Python (for data analysis)
  • SQL
  • Factset
  • MSCI Barra
  • Moody's
  • S&P Capital IQ
  • Capital IQ
  • Excel (Advanced including Macros and VBA)
  • BlackRock Aladdin
  • Argus Enterprise
  • MS Excel
  • IBM SPSS Statistics
  • SAP ERP

Resume Skills: Tools

  • Bloomberg Terminal
  • Morningstar Direct
  • InvestEdge
  • Zephyr Style Analytics
  • Tableau
  • Beta Systems
  • Microsoft Excel
  • SQL Server
  • Oracle Database
  • MySQL
  • MS Excel Advanced (Pivot Tables, Macros, VLOOKUP)
  • Moody's Analytics
  • FactSet
  • Yardi Voyager
  • Oracle Hyperion
  • MATLAB
  • Hyperion Financial Management
  • Oracle Financials
  • Sage Fixed Assets
  • Excel
  • MS Excel
  • Yardi
  • Zephyr StyleADVISOR

Resume Skills: Financial Analysis

  • Quantitative Analysis
  • Risk Management
  • Portfolio Assessment
  • Investment Strategies
  • Asset Allocation
  • Financial Statement Evaluation
  • Valuation Methodologies (DCF, WACC, EVA)
  • Scenario Analysis
  • Spread Analysis
  • Portfolio Management
  • Equity Research
  • Financial Modeling
  • Returns Analysis
  • Investment Allocation
  • Risk Assessment
  • Investment Understanding
  • Statistical Analysis
  • Financial Modelling
  • Balance Sheet Analysis
  • Capital Budgeting
  • Cash Flow Forecasting
  • Return on Investment Calculation
  • Income Statement Analysis
  • Cash Flow Analysis
  • Financial Forecasting
  • Quantitative Risk Analysis
  • Bonds and Securities
  • Valuation Models
  • Asset Evaluation
  • SEC filings
  • Performance Benchmarking
  • Performance Metrics
  • Strategic Planning
  • Data Interpretation
  • Capital Markets
  • Capital Allocation
  • Asset Valuation
  • Monte Carlo Simulation
  • Time Series Analysis
  • Regression Analysis
  • Options Pricing
  • Portfolio Optimization
  • Financial Analysis
  • Investment Forecasting

Resume Skills: Investment Strategy

  • Portfolio Management
  • Risk Assessment
  • Financial Forecasting
  • Asset Allocation
  • Long-term Planning
  • Investment Selection
  • Equity Research
  • Risk Management
  • ETFs
  • Bonds
  • Real Estate Investing
  • Fixed Income Analysis
  • Equity Evaluation
  • Derivative Strategy
  • Crowdfunding
  • Angel Investing
  • Asset Management
  • Brokerage
  • Financial Analysis
  • Fund Management
  • Portfolio Optimization

Resume Skills: Regulations

  • Dodd-Frank
  • EMIR
  • MiFID II
  • FRTB
  • Basel III
  • SOX
  • IFRS
  • GAAP
  • SEC Regulations
  • Tax Planning
  • SOX Compliance
  • Due Diligence
  • Financial Reporting
  • Mergers & Acquisitions (M&A) Regulations
  • Sarbanes-Oxley Act
  • Dodd-Frank Act
  • Foreign Account Tax Compliance Act
  • Financial Industry Regulatory Authority
  • Compliance Laws
  • Securities Regulations
  • ERISA
  • FINRA Standards
  • SEC Laws and Regulations
  • Asset Diversification Rules
  • Fiduciary Duties
  • GAAP Standards
  • General Compliance
  • Financial Industry Regulatory Authority (FINRA)
  • Securities and Exchange Commission (SEC)

Resume Skills: Financial Modeling

  • NPV
  • IRR
  • DCF
  • Cost-Benefit Analysis
  • LBO
  • M&A
  • Comparable Company Analysis
  • Financial Statement Analysis

Resume Skills: Portfolio Management

  • Asset Management
  • Brokerage
  • Risk Management
  • Financial Analysis
  • Fund Management
  • Portfolio Optimization
  • Asset Allocation
  • Investment Strategies
  • Index Funds
  • Mutual Funds
  • Hedge Funds
  • REITs
  • Derivatives
  • Portfolio Construction
  • Risk Analysis
  • Performance Tracking
  • Client Relationship Management
  • Real Estate Investing
  • Performance Reporting

Resume Skills: Languages

  • English
  • German
  • Mandarin
  • Italian
  • Mandarin (Fluent)
  • French
  • Spanish
  • Spanish (Fluent)

Resume Skills: Finance Knowledge

  • Portfolio Management
  • Asset Allocation
  • Investment Strategies
  • Equity Research
  • Financial Statements
  • Macroeconomics

Resume Skills: Technical

  • Microsoft Office
  • Python
  • SQL

Resume Skills: Risk Management

  • RiskMetrics
  • Credit Risk
  • Operational Risk
  • Market Risk
  • Financial Risk
  • Risk Management Frameworks

Resume Skills: Technologies

  • Bloomberg Terminal
  • Microsoft Excel
  • Tableau
  • Python (Beginner)

Resume Skills: Risk Analysis and Management

  • VAR
  • Stress Testing
  • Risk Sensitivity Analysis
  • Risk Model Validation

Resume Skills: Property Management Softwares

  • Yardi Voyager
  • MRI Software
  • RealPage
  • Entrata
  • Buildium

Resume Skills: Recruitment

  • Job Description Development
  • Candidate Screening
  • Interviewing
  • Candidate Assessment
  • Hiring

Resume Skills: Microsoft Office

  • Excel
  • PowerPoint
  • Word
  • Outlook
  • Access

Resume Skills: Risk Assessment

  • Stress Test
  • Risk vs. Reward Management
  • RAROC
  • Default Risk Modelling

Resume Skills: Investing Techniques

  • Portfolio Diversification
  • Asset Allocation
  • Tax-efficient Strategies
  • Value Investing
  • Growth Investing

Resume Skills: Real Estate Investment

  • Lease Agreements
  • Due Diligence
  • Property Values Assessment
  • Property Portfolio Management
  • Real Estate Market Trends
  • Zoning Laws
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Portfolio Manager 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.

Sample Portfolio Manager Resume Examples: 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.

Select a free resume example
Your Name
Portfolio Director
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded March 2019 - Present
Portfolio Director
Directed cross-functional teams in implementing portfolio management strategies, achieving a consistent 15% y-o-y returns.
Utilized Bloomberg tool to provide comprehensive financial analysis, subsequently boosting the portfolio's performance by 20%.
Led Contract Negotiations ensuring a 10% reduction in cost expenses and a significant increase in profits.
Spearheaded asset management operations, with a focus on alternative investments, generating over $5M in revenue.
Introduced innovative investment strategies contributing to a 25% increase in overall portfolio value.
Coached.com January 2016 - February 2019
Senior Portfolio Manager
Managed a portfolio of equities and mutual funds worth $3M, achieving a 10% annual return.
Executed financial modeling to forecast growth in the capital markets, leading to a 15% improvement in predictions.
Played a pivotal role in optimizing investment portfolio, increasing the company's market share by 20%.
J.P. Morgan June 2012 - December 2015
Investment Strategist
Devised and implemented investment strategies for fixed income securities, resulting in a 12% increase in investment return.
Conducted thorough analysis of hedge funds performance, translating findings into actionable strategies and achieving 5% growth.
Constructed customized financial models to support investment decision-making processes.
Goldman Sachs May 2008 - May 2012
Financial Analyst
Performed comprehensive financial analysis that impacted portfolio decisions, resulting in an increased ROI of 7%.
Built heuristic models to predict financial market trends, leading to a 10% increase in portfolio growth.
EDUCATION
Resume Worded Institute June 2015
Chartered Financial Analyst (CFA) - Level II
Completed whilst working full-time at J.P. Morgan
Resume Worded University May 2012
Master of Business Administration - Finance
Specialized in Finance and Risk Management
Graduated with Distinction
SKILLS
Financial Planning & Analysis: Portfolio Management, Investment Analysis, Capital Allocation, Financial Risk Assessment, Asset Management, Equity Research
Technical Skills: Excel (Advanced), PowerPoint, Tableau, SQL, Matlab, Bloomberg Terminal
Regulatory and Compliance: Dodd-Frank, Sarbanes-Oxley (SOX), Financial Industry Regulatory Authority (FINRA), Anti-Money Laundering
OTHER
Certifications: Certified Portfolio Manager – American Academy of Financial Management (2015), Certified Financial Planner – CFP Board (2017)
Leadership & Volunteering: Board member – Resume Worded Finance Society, Volunteering Coach – Junior Achievement Program
Awards: Coached.com's Top Performer Award (2018), J.P. Morgan's Spotlight Recognition Award (2014)
Professional Development: Finance webinars – Harvard Business Review (ongoing), Risk Management Course – New York Institute of Finance
Your Name
Senior Investment Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2019 - Present
Senior Investment Manager
Spearheaded the introduction of alternative investment strategies, resulting in diversification and a subsequent 15% increase in portfolio returns.
Executed capital market assessments, aiding in strategic decisions and contributing to a 10% increase in market share.
Utilized Bloomberg tools to analyze and forecast portfolio performance, leading to a 20% growth in investments.
Oversaw Property Management Investments resulting in a 12% increase in portfolio profits.
Played a leading role in contract negotiations, leading to a 15% decrease in expenditures.
Coached.com February 2015 - December 2018
Portfolio Manager
Led Equities and Mutual funds investment strategy, securing 12% annual return.
Implemented financial modeling to strategically navigate the capital market and generated a profit margin increase of 10%.
Facilitated cross-functional team leadership and influenced a 14% boost in overall productivity.
BlackRock June 2009 - January 2015
Investment Analyst
Performed detailed analysis of Fixed Income Securities resulting in a 10% yearly portfolio ROI.
Executed effective financial models, improving investment decision-making processes by 8%.
Delivered thorough research on hedge fund performances, leading to investment strategies that achieved 7% growth.
EDUCATION
Resume Worded University Jan 2014
Master of Business Administration (MBA) - Finance
Completed with Distinction, Top 10% of Class
Resume Worded Institute Dec 2011
Chartered Financial Analyst (CFA) - Level III
Completed while working Full-time at BlackRock
SKILLS
Finance Applications: Bloomberg, Morningstar, FactSet, Capital IQ, Zephyr, Thomson Reuters Eikon
Quantitative Skills: Quantitative Analysis, Financial Modelling, Risk Management, Portfolio Optimization, Asset Valuation, Financial Forecasting
Other Skills: MS Excel (Advanced), MS PowerPoint (Advanced), MS Word (Proficient), SAS, SQL, Stata, MATLAB, Tableau
OTHER
Certifications: Certified Financial Planner (CFP) (2021), Financial Risk Management (FRM) (2020)
Leadership & Volunteering: Financial Literacy Advocate, Resume Worded Foundation (2016-present)
Awards: Employee of the Year Award, Coached.com (2018), BlackRock Star Performer Award (2014)
Professional Affiliations: CFA Institute member, The Global Association of Risk Professionals (GARP) member
Your Name
Chief Investment Officer
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2020 - Present
Chief Investment Officer
Directed investment strategies and portfolio management for alternative investments, increasing the portfolio size by 25%.
Collaborated with teams on financial modeling and forecasting, leading to a 20% increase in financial accuracy.
Navigated contract negotiations, saving the firm $500k in potential overrun costs.
Established a successful asset management practice, increasing revenues by $10M annually.
Used Bloomberg tools to track securities performance, leading to improved investment decisions and a 15% increase in portfolio earnings.
Resume Worded April 2016 - December 2019
Portfolio Director
Directed and implemented investment strategies that resulted in yearly returns of 15%.
Coordinated cross-functional teams to implement asset management operations, increasing revenues by $7M.
Utilized the Bloomberg tool to provide financial analysis, contributing significantly to an overall portfolio performance growth of 20%.
Merrill Lynch June 2008 - March 2016
Senior Portfolio Manager
Managed a diverse portfolio of equities and fixed income securities, consistently delivering a 10% annual return.
Employed financial modeling techniques to predict growth in capital markets, aiding in the decision-making process and enhancing profits by 12%.
Played a significant role in investment portfolio optimization, leading to a 10% increase in company’s market share.
EDUCATION
Resume Worded Academic Center February 2008
Master of Business Administration - Financial Management
CFA-Level I Certification, graduated with distinction
Resume Worded University May 2005
Bachelor of Commerce - Finance Major
Concentration in Advanced Financial Analysis and Risk Management
SKILLS
Investment Strategies: Equity, Fixed-Income, Alternative Investments, Private Equity, Mutual Funds, ETF
Quantitative Analysis Tools: Stata, MATLAB, Excel (Advanced), Python (Basic)
Regulatory Compliance: Dodd-Frank, MiFID II, EMIR, FATCA, SEC Regulations
Risk Management: VAR Analysis, Stress Testing, Credit Risk, Operational Risk, Market Risk
OTHER
Certifications: CFA-Level II Certification (2019), Certificate in Investment Performance Measurement (CIPM 2018)
Professional Affiliations: Member of Global Association of Risk Professionals, Member of Investment Management Consultants Association
Leadership: Chair person - Resume Worded Financial Committee, Co-founder of Portfolio Management club at Resume Worded University
Your Name
Portfolio Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded May 2020 - Present
Senior Portfolio Manager
Spearheaded strategic portfolio management leading to a 15% growth in investments and an additional USD 50M in assets under management
Deployed financial modeling and analysis to guide Allocation Fund investment decisions leading to 20% return on investments
Implemented a proprietary risk management system that reduced investment exposure by 10%
Influenced business development strategies, resulting in 25% increase in new investment accounts
Directed corporate finance initiatives for optimal capital structure, leading to a 30% reduction in cost of capital
Resume Worded January 2021 - Present
Senior Portfolio Manager
Spearheaded the implementation of financial strategies resulting in a 35% increase in investment portfolio profits
Directed asset allocation, investment strategy, risk management, and portfolio construction, increasing the fund size by $100 Million with consistent 10% yearly growth
Optimized fund performance through rigorous financial modeling, yielding 15% risk-adjusted return increase
Coached.com February 2016 - April 2020
Portfolio Manager
Managed a diverse asset portfolio worth over $150M, outperforming the industry average with a 15% rate of return
Led equity investment strategy based on rigorous financial analysis which grew the equity portfolio by 30%
Expanded business development, identifying and prospecting new clients leading to a revenue increase of 20%
Goldman Sachs June 2015 - December 2020
Portfolio Manager
Managed a high-net-worth client segment, enhancing client relationships and boosting funds under management by $60 Million
Cultivated new business by delivering high-level investment expertise and advice, resulting in 20% business development growth year over year
Utilized advanced analytical techniques and Bloomberg terminals to conduct equity and fixed income research and analysis, outperforming benchmarks by 8-10%
Morgan Stanley January 2014 - January 2016
Investment Analyst
Leveraged financial modeling to forecast future revenues, reducing valuation errors by 15%
Implemented financial analysis on potential investment properties, growing real estate portfolio by 20%
Assisted in the development of fixed income strategic assets, resulting in portfolio growth by $50M
Credit Suisse March 2010 - May 2015
Financial Analyst
Played a pivotal role in creating financial models for forecasting and budgeting, improving forecast accuracy by 25%
Created and implemented financial reports used for strategic decision-making, reducing decision-making time by 15%
Streamlined financial analysis processes, leading to a 20% reduction in errors and improved efficiency
EDUCATION
Resume Worded University May 2016
Master of Business Administration - Finance
Completed MBA while working Full-time at Coached.com
Resume Worded Academic Center June 2015
Chartered Financial Analyst (CFA) - Level II
Scored in top 10% of the CFA level II exam candidates
SKILLS
Portfolio Management: Asset Allocation, Risk Management, Portfolio Optimization, Investment Strategies
Financial Analysis: Financial Modeling, Balance Sheet Analysis, Cash Flow Forecasting, Return on Investment Calculation
Technologies: Bloomberg Terminal, Microsoft Excel (Advanced), Tableau, Python (Beginner)
Regulations & Standards: SEC Regulations, Dodd-Frank, Sarbanes-Oxley, IFRS
OTHER
Certifications: Financial Risk Manager (FRM) Certification (2018)
Awards: Best Senior Portfolio Manager (Resume Worded - 2020)
Volunteering: Financial Literacy Tutor (2016 - Present)
Professional Development: Attended annual financial conferences such as CFA Institute Conference, Global Asset Management Forum
Your Name
Investment Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs April 2019 - Present
Investment Manager
Led the investment team in diversifying portfolio assets, resulting in a lower risk profile and a return on investments up by 8%
Optimized financial modeling strategies resulting in more accurate forecasting and improving valuation by 30% for over 100 equities
Developed a dynamic approach to risk management, reducing the potential for volatility in the portfolio by 20%
Enhanced valuation methodologies, streamlining accuracy and boosting investment returns by 25%
Implemented a new sales strategy resulting in a 20% increase in client acquisition and enhancing the company’s market presence
Coached.com April 2019 - Present
Senior Investment Manager
Piloted the development of investment and asset allocation strategies for the Asia-Pacific region, resulting in a 15% annualized increase in the region’s AUM
Transformed risk management process by implementing advances in portfolio construction, minimizing unexpected losses by 50%
Managed and built a high-performance investments team responsible for $500 Million in assets leading to an increase in operational efficiency by 30%
Negotiated and closed large-scale investment deals, driving the corporate portfolio investment properties value growth by 20% annually
Coached.com October 2014 - March 2019
Associate Investment Manager
Used structured financial analysis techniques leading to a 15% growth in the investment portfolio
Executed data-driven investment strategies resulting in a 30% increase in equities investments
Expanded business development channels, increasing client base by 20%
J.P. Morgan August 2013 - March 2019
Investment Associate
Acted as a catalyst in achieving financial objectives by managing investment portfolios of value $50 Million, which increased returns on investment by 10%
Performed comprehensive valuation of investment opportunities, playing a pivotal role in securing investments netting 7-8% annual returns
Contributed towards the quarterly reports and investment recommendations to the management, improving the decision-making process by 30%
JPMorgan Chase June 2012 - September 2014
Investment Analyst
Increased efficiency by integrating new financial modeling software into analysis processes
Aided in the design and execution of fixed-income investment strategies, directly contributing to a $30M growth in assets
Supported commercial real estate portfolio management, leading to a property acquisition growth of 15%
Wells Fargo January 2008 - July 2013
Financial Analyst
Performed relative value analysis of fixed income securities contributing to outperformance of the firm's investments and increased returns by 5%
Participated in financial due diligence for mergers and acquisitions resulting in successful completion of deals worth $200 Million
Managed project budgets, resulting in a 20% decrease in budget overruns and improved cost management
EDUCATION
Resume Worded Institute March 2019
Chartered Financial Analyst (CFA) - Level III
Completed CFA Level III certification while working full-time at Coached.com
Resume Worded University June 2014
Master of Business Administration - Finance
Concentration in Investment Management
Graduated with Distinction: Dean's List 2014 (Top 10%)
SKILLS
Financial Analysis: Portfolio Management, Equity Research, Risk Management, Financial Modeling, Returns Analysis, Investment Allocation
Tools: Bloomberg Terminal, Morningstar Direct, Beta Systems, Microsoft Excel (Advanced), SQL Server, Oracle Database
Regulatory Compliance: Dodd-Frank, Volcker Rule, FATCA, SEC Compliance, BASEL III, Anti-Money Laundering (AML)
Languages: English (Native), Spanish (Conversational), Mandarin (Basic)
OTHER
Certifications: Series 7 - General Securities Representative Exam (FINRA), Series 66 - Uniform Combined State Law Exam (NASAA)
Professional Development: Attended annual Financial Analysts Seminar (2019, 2020), Stayed updated on economic events & financial news regularly through Bloomberg and Wall Street Journal
Leadership & Volunteering: Mentor for Investing 101: Introduction to Investment at Resume Worded University, Treasurer for Local Toastmasters Club
Your Name
Fund Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded August 2019 - Present
Senior Fund Manager
Formulated strategic fund management plan, which increased managed fund value by 25%
Conducted detailed financial analysis of prospective investments for the fund generating 15% return on equity investments
Monitored capital markets trends, taking proactive measures that ensured a 10% portfolio performance over market
Supervised a team of 10, inspiring high performance and facilitating a staff promotion rate 20% above industry average
Increased sales by forging strategic alliances and leveraging market position, resulting in a 25% boost in revenue
Citi Group March 2015 - July 2019
Fund Manager
Managed a diverse portfolio of assets worth over $200M, with annual returns consistently outperforming market averages by 15%
Supervised meticulous research and valuation of potential investments, leading to a 20% increase in asset revenue
Designed a growth oriented investment strategy, boosting the fund’s total assets under management by 25%
Coached.com February 2012 - February 2015
Investment Associate
Played a major role in designing and implementing a new investment strategy, leading to a 15% increase in fund returns
Conducted detailed financial modeling, aiding in the accurate valuation of potential investments and contributing to a growth in real estate assets by 18%
Collaborated on the development of risk management strategy resulting in significant reduction of investment risk by 10%
EDUCATION
Resume Worded Institute April 2019
Chartered Financial Analyst (CFA) - Level III
Earned final level of CFA while working full-time at Citi Group
Resume Worded University June 2014
Master of Business Administration (MBA) - Finance
Specialized in Portfolio Management and Investment Analysis
Research Assistant in Investment Strategies
SKILLS
Quantitative Analysis: Risk Assessment, Performance Metrics, Strategic Planning, Data Interpretation, Capital Markets, Financial Modelling
Software: Bloomberg, Excel, FactSet, Morningstar Direct, Python, MATLAB
Finance Knowledge: Portfolio Management, Asset Allocation, Investment Strategies, Equity Research, Financial Statements, Macroeconomics
Languages: English (Native), Mandarin (Fluent), French(Intermediate)
OTHER
Certifications: FINRA Series 7 & 63 certified (2015)
Leadership & Volunteering: Active Member of CFA Institute, Participated in Feed the Hungry Program (2016-Present)
Professional Development: Attended Global Investment Conference (Annually, 2015-Present)
Projects: Commissioned Research Project on Behavioral Finance in High Risk Portfolios (2018)
Your Name
Asset Management Specialist
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded December 2017 - Present
Senior Asset Management Specialist
Orchestrated and executed integrated asset management strategies boosting company-wide profitability by over 25%
Led due diligence for commercial real estate acquisitions worth $180 Million resulting in a 15% increase in annual revenues
Maximized return on investment properties through strategic capital markets investment resulting in a 20% growth in annual revenue
Improved operational efficiency by implementing a comprehensive risk management process resulting in a reduction of financial risks by 30%
Established and maintained banking relationships to ensure sufficient credit facilities, resulting in consistent financial stability
Morgan Stanley June 2011 - November 2017
Asset Manager
Negotiated capital transactions, contributing to an increase of 20% in sales revenues
Managed a diverse asset portfolio of over $100 Million with an annual growth rate of 12%
Strengthened financial analysis standards leading to a 30 % improvement in reporting efficiency
UBS February 2005 - May 2011
Financial Analyst
Carried out strategic financial analysis that contributed to a 15% increase in annual profit
Played a key role on a team tasked with managing the capitalization of a $70 Million portfolio
Instrumented strategic planning initiatives that boosted assets by 20% within 3 years
EDUCATION
Resume Worded Academic Center December 2011
Master of Business Administration - Finance
Award: Excellence in Finance Award (Top 5%)
Resume Worded University May 2005
Bachelor of Science - Business Administration
Minor in Economics
Award: Dean's List 2003 & 2004 (Top 10%)
SKILLS
Asset Management Tools: MATLAB, Hyperion Financial Management, Oracle Financials, Sage Fixed Assets, Bloomberg Terminal, Excel
Financial Analysis Techniques: Monte Carlo Simulation, Time Series Analysis, Regression Analysis, Risk Assessment, Options Pricing, Portfolio Optimization
Compliance & Regulations: Sarbanes-Oxley Act, Dodd-Frank Act, Foreign Account Tax Compliance Act, Financial Industry Regulatory Authority
Languages: English (Native), French (Conversational), German (Basic)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level II (2018), Certified Asset Management Assessor (2016)
Leadership & Volunteer Experience: Financial Literacy Volunteer, United Way (2011 - Present), Board Member, Local Investment Club (2017 - Present)
Projects: Developed a risk assessment model for personal clients resulting in a 10% increase in portfolio value
Your Name
Director Portfolio Management
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2020 - Present
Director Portfolio Management
Spearheaded the development of an advanced financial model that resulted in a 35% enhancement in investment efficiency.
Oversaw cross-functional teams, actualizing a 20% uplift in overall project efficiency by invoking change management policies.
Implemented a cutting-edge Project Management Office(PMO) system that reduced project delivery time by 25%.
Created a risk mitigation strategy that decreased potential financial exposure by $3 million.
Led the firm's due diligence efforts securing a $50 million venture capital investment.
JPMorgan Chase & Co. May 2014 - December 2019
Senior Portfolio Manager
Managed a diversified portfolio of $1.5B saving $2M in annual costs.
Catalyzed a 30% elevation in asset valuation using comprehensive financial analysis techniques.
Devised an IT strategy that saw the incorporation of SDLC, slashing costs by 15%.
Steered a rigorous investment management initiative that heightened fixed income streams by 25%.
Goldman Sachs January 2010 - April 2014
Investment Analyst
Masterminded a capital markets plan that boosted revenues by 20%.
Streamlined financial services through automation leading to a 10% decrease in overhead costs.
EDUCATION
Resume Worded University June 2009
Master of Business Administration
Specialization in Investment and Portfolio Management
Resume Worded Institute December 2008
Chartered Financial Analyst (CFA) - Level III
Part-time certification
Awarded CFA Scholarship
SKILLS
Investment Strategies: Long/Short Equity, Risk Arbitrage, Fixed Income, Quantitative Finance
Financial Analysis Tools: Bloomberg Terminal, FactSet, Morningstar Direct, Thomson Reuters Eikon
Software and Tools: MS Office Suite (Expert), Salesforce (Intermediate), SQL (Basic)
Risk Management Techniques: Value at Risk (VaR), Stress Testing, Risk Modeling, Risk Analysis
OTHER
Accomplishments: Winner - JPMorgan Chase & Co Portfolio Management Competition 2016
Conferences & Workshops: Attended annual CFA Institute Conference (2010 - present), Global Investment Risk Management Conference (2014 - present)
Professional Memberships: Chartered Financial Analyst Institute, Financial Planning Association
Volunteering: Finance Mentor at Resume Worded University, Fundraising for Children's Education
Your Name
Chief Investment Officer
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2018 - Present
Chief Investment Officer
Established an effective asset management framework that maximized returns by 30%.
Initiated a change management protocol that increased staff productivity by 20%.
Spearheaded an IT strategy which integrated SDLC leading to a 15% reduction in operational costs.
Drove project portfolio management that sped up project delivery times by 25%.
Designed a finance model that boosted fixed income by 18%.
Bank of America March 2012 - December 2017
Director Portfolio Management
Transformed portfolio management leadership, delivering a 20% increase in return on investment.
Developed a risk management plan which curbed potential losses by $2.5M.
Directed due diligence processes for a prime $45 million portfolio acquisition.
Citigroup Inc. April 2008 - February 2012
Portfolio Manager
Formulated capital markets strategy that increased our capital base by 15%
Facilitated an investment management execution that led to a 10% increase in client portfolio wealth.
EDUCATION
Resume Worded University July 2007
Master of Business Administration (MBA) - Finance
Concentration in Investment and Portfolio Management
Resume Worded Institute May 2006
Chartered Financial Analyst (CFA) - Level II
Part-time certification while working at Citigroup Inc.
SKILLS
Financial Analysis: Investment Strategies, Risk Management, Portfolio Optimization, Financial Modelling, Asset Management, Capital Allocation
Technical: Excel (Advanced), SQL, Bloomberg Terminal, Python (Basic)
Regulations & Compliance: SEC Regulations, AML, KYC, Basel III, Dodd-Frank, SOX
Risk Management Initiatives: Interest Rate Risk, Credit Risk, Operational Risk, Market Risk, Liquidity Risk
OTHER
Certifications: Certified Investment Management Analyst (CIMA), 2018
Awards: Bank of America Leadership Award, 2016
Professional Development: Participant in Executive Leadership Program, 2019
Volunteering: Financial Advisor for local non-profit organizations, 2014-Present
Your Name
Global Head of Strategy and Portfolio Management
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2019 - Present
Global Head of Strategy and Portfolio Management
Orchestrated international strategy actions that skyrocketed annual revenues by 35%
Executed a modern financial modelling technique that optimized the firm's investments, increasing ROI by 25%.
Championed project portfolio management that led to a 50% reduction in project bottlenecks.
Formulated an effective IT strategy that integrated SDLC, reducing software development costs by 20%.
Advanced a robust risk management plan reducing business vulnerabilities by 40%.
Wells Fargo June 2013 - December 2018
Director of Portfolio Management
Managed project portfolio worth $3B, stemming from actionable insights.,
Enacted financial analysis measures that led to a 15% boost in financial performance.
Undertook due diligence, effectively sealing a $100 million business partnership.
Morgan Stanley October 2007 - May 2013
Senior Portfolio Manager
Formed a strategic allocation model that grew the fixed income portfolio by 12%
Implemented automated financial services which caused a 10% fall in operational costs.
EDUCATION
Resume Worded University June 2013
Master of Business Administration (MBA)
Concentration in Global Strategy Management
Resume Worded Institute May 2007
Bachelor of Science in Finance
Graduated Magna Cum Laude, Dean's List 2003-2007
Courses: Financial Modeling, Advanced Portfolio Management, Strategic Planning
SKILLS
Strategy & Analysis Tools: SWOT Analysis, PESTLE Analysis, Porter's Five Forces, Boston Consulting Group Matrix, Strategic Planning
Financial Analysis: Financial Modeling, Risk Analysis & Assessment, Cost-Benefit Analysis, Capital Budgeting, Investment Valuation Models
Project Management Tools: Microsoft Project, Asana, Trello, Jira
Software: Microsoft Office Suite, Bloomberg Terminal, Tableau, QuickBooks, Sage
OTHER
Certifications: Certified Portfolio Management Professional (CPMP), Project Management Professional (PMP)
Conferences & Workshops: Attended annual Global Strategy Summit, Participated in Portfolio Management Workshop at Resume Worded Academic Center
Volunteering: Finance Tutor at local community center, Mentor for aspiring Portfolio Managers at Resume Worded Institute
Language Proficiency: English (Native), Spanish (Fluent)
Your Name
Portfolio Specialist
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2020 - Present
Senior Portfolio Specialist
Managed a portfolio of over $50 million in assets and consistently achieved annual gross returns of over 7%
Utilized financial modeling to predict future market trends and allocate assets accordingly, improving portfolio performance by 15%
Spearheaded new risk management strategies, resulting in 20% reduction in portfolio volatility
Enhanced portfolio reporting process, increasing efficiency by 30% and saving approximately 10 hours per week
Provided sound investment advice which led to a 12% increase in client base in 2020
Coached.com June 2017 - December 2019
Portfolio Specialist
Played a vital role in portfolio management team that oversaw $30 million; delivered annual returns of 8%
Revamped asset allocation methodologies, which improved portfolio diversification by 25%
Streamlined process for financial analysis leading to a 20% decrease in time taken to analyze quarterly reports
Managed a portfolio of mutual funds, equities, and fixed income investments to minimize risk and meet client objectives
Vanguard Group January 2015 - May 2017
Asset Management Analyst
Implemented effective investment strategies for newly launched mutual fund leading to a 10% return in the first year
Supported in developing and maintaining models for financial projections
Executed trades in Bloomberg terminal, managing trading volumes up to $3 million daily
EDUCATION
SKILLS
Programming & Databases: SQL, Python, Java, MATLAB, Power BI
Risk Management: Derivative Pricing, Stress Testing, Market and Credit Risk
Investment Analysis: Financial Modeling, Equity Valuation, Mutual Funds, Portfolio Optimization, Asset Allocation
Software: Bloomberg, SAP Finance, MS Office (Excel, PowerPoint, Word), Tableau
OTHER
Certifications: Benchmarking Financial and Operational Metrics (CFO.com, 2021), Certified Portfolio Manager (2021)
Professional Development: Attended Fintech Conference (2016, 2018, 2019), Completed Negotiation Dynamics course (Harvard Business School, Online)
Volunteering: Financial Advisor for NPO (2016-2019) helping charities optimize their budget and improve financial health
Your Name
Asset Management Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded February 2020 - Present
Senior Asset Management Analyst
Implemented new investment strategies into client portfolios, leading to a 12% increase in portfolio value
Conducted rigorous financial modeling which enhanced accuracy of investment projections by 15%
Achieved a 1.1% increase in annual returns through rebalancing investment portfolios and diversifying asset classes
Introduced new Bloomberg terminal processes which improved trading efficiency by 20%
Actively reviewed and adjusted asset allocation strategy, ensuring optimal risk management and an improvement in portfolio performance by 10%
Coached.com October 2016 - January 2020
Asset Management Analyst
Cultivated relationships with new clients, leading to a 7% increase in the client base
Optimized asset allocation strategy that increased the return of fixed income portfolio by 10%
Active managing of clients' equity investments, which resulted in a 8% increase in related portfolios
Outlined risk parameters for the portfolios through advanced financial analysis
Goldman Sachs June 2015 - September 2016
Financial Analyst Intern
Assisted in executing trades on equities, leading to a 2% increase in trading volumes
Collaborated on performing financial modeling for the portfolio of a key client
EDUCATION
Resume Worded Academic Center June 2016
Master of Business Administration (MBA) – Finance
Concentrations: Asset Management and Financial Analysis
Resume Worded University June 2015
Bachelor of Science (BSc) in Economics
Minor: Accounting
Awards: Dean's List – Top 10%, Resume Worded Scholar (Full-tuition merit scholarship)
SKILLS
Financial Analysis: Risk Assessment, Return on Investment (ROI) Calculations, Performance Metrics, Portfolio Management
Software: MS Office Suite (Expert), Oracle Financials, SAP, Bloomberg Terminal, Morningstar Direct
Regulations: SEC Regulations, Financial Accounting Standards Board (FASB), GAAP, SOX
Data Analysis: SQL, Python, Tableau, Excel (Pivot Tables, VLOOKUP, Macros)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level III, Certified Public Accountant (CPA)
Leadership & Volunteering: Toastmasters International (Treasurer), Junior Achievement (Volunteer)
Professional Affiliations: Member, CFA Institute; Member, American Finance Association
Projects: Implemented automated financial reporting system leading to a 30% reduction in time and errors
Your Name
Investment Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded March 2019 - Present
Senior Investment Analyst
Improved investment portfolio returns by 15% through strategic rebalancing and diversification
Designed and implemented a risk management framework which reduced portfolio volatility by 20%
Initiated and leveraged Financial Planning strategies to optimize clients' objectives
Implemented investment strategies that increased the annual return of the mutual fund portfolio by 9%
Achieved a 10% increase in client base by providing highly accurate investment advice
JP Morgan January 2017 - February 2019
Investment Analyst
Ran a complex financial modeling process resulting in a 10% reduction in volatile investments
Managed client portfolios, delivering an increase in returns of 7% annually
Played key role in reducing risk exposure by 15% for all portfolios through strategic diversification
Successfully used Bloomberg to manage and execute trades improving efficiency by 15%
Coached.com August 2015 - December 2016
Equity Research Intern
Supported the managing of a mutual fund portfolio achieving a 5% annual return
Participated in equity research projects leading to a 3% increase in accuracy of projections
EDUCATION
Resume Worded Institute July 2018
Chartered Financial Analyst (CFA) - Level II
Completed while working full-time at JP Morgan
Resume Worded University June 2016
Master of Business Administration (MBA) - Investment Finance
Specialized in Fundamental & Technical Analysis
Consistently featured in Dean's List (Top 10%)
SKILLS
Investment Tools: Bloomberg Terminal, Morningstar Direct, FactSet, Yardi, Argus, MS Excel
Analysis Techniques: DCF, Relative Valuation, Market Multiples, Financial Modelling, Risk Assessment, Investment Portfolio Management
Compliance & Regulatory Knowledge: FCA regulations, MiFID II, GDPR, SEC regulations
Languages: English (Native), French (Conversational), Mandarin (Basic)
OTHER
Certifications: FINRA Series 7 & 63 Certifications
Leadership & Volunteering: Financial Literacy Advocate, Resume Worded Foundation (Volunteer Educator)
Projects: Co-creator of 'Investopedia Unraveled', a YouTube channel demystifying complex investment jargon for beginners
Awards: JP Morgan Spot Award for Exceptional Performance in Q4 2018
Your Name
Portfolio Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
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%.
EDUCATION
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
SKILLS
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)
OTHER
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
EXPERIENCE
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%.
EDUCATION
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.
SKILLS
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)
OTHER
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
EXPERIENCE
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.
EDUCATION
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
SKILLS
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
OTHER
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

How do I add skills to a Portfolio Manager resume?

1
Review the job posting closely.

Go through the Portfolio Manager posting you're applying to, and identify hard skills the company is looking for. For example, skills like Banking, Financial Analysis and Real Estate are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Financial Modeling and Investments.

Add other common skills from your industry - such as Portfolio Management, Asset Management and Commercial Real Estate - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Investment Properties, Bloomberg and Financial Markets - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Show examples of where you trained people.

On Portfolio Manager resumes, you should give specific accomplishments that involve you training others, whether that's in your team or other stakeholders.

5
Highlight leadership and management skills.

Hiring managers often want to see evidence of leadership and management on a Portfolio Manager resume, so try to include any examples of where you led a project or managed other people.

6
Use the exact job title.

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

Word Cloud for Portfolio Manager Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Portfolio Manager 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 Manager Skills and Keywords to Include On Your Resume

Resume Skills and Keywords from Related Jobs

We also found variations and further specializations to your job title. Browse through the related job titles to find additional keywords that you can include into your resume.

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Portfolio Manager 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.

Resume Example
Senior Portfolio Manager


Resume Example
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Resume Example
Clean Modern


Resume Example
Entry-Level (Free)


Browse Skills from Similar Jobs

Frequently Asked Questions

What hard skills should you include on a Portfolio Manager resume?

The most common skills and keywords we found on Portfolio Manager resumes and job postings were Portfolio Management, Investments, Financial Modeling, Real Estate, Financial Analysis, Asset Management, Banking and Commercial Real Estate.

Skills like Financial Markets, Investment Properties, Equities, Bloomberg and Finance also appeared on related job postings.

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.

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