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
  •  Find out what your resume's missing
  • 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
  •  Match your resume to these skills

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
  •  Match your resume to these skills

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
  •  Match your resume to these skills

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
  •  Match your resume to these skills

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
  •  Match your resume to these skills

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)
  •  Match your resume to these skills

Resume Skills: Financial Modeling

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
  •  Match your resume to these skills

Resume Skills: Languages

Resume Skills: Finance Knowledge

Resume Skills: Technical

Resume Skills: Risk Management

Resume Skills: Technologies

Resume Skills: Risk Analysis and Management

Resume Skills: Property Management Softwares

Resume Skills: Recruitment

Resume Skills: Microsoft Office

Resume Skills: Risk Assessment

Resume Skills: Investing Techniques

Resume Skills: Real Estate Investment

  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
New York City, USA  •  (123) 456-789  •  yourname@resumeworded.com  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded  - Boston, USAMarch 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  - Houston, USAJanuary 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  - Austin, USAJune 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  - San Francisco, USAMay 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  - Philadelphia, USAJune 2015
Chartered Financial Analyst (CFA) - Level II
Completed whilst working full-time at J.P. Morgan
Resume Worded University  - Houston, USAMay 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
Portfolio Director

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.

Start targeting your resume

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