Portfolio / Asset Manager - Resume Example & Template

Resume of Portfolio / Asset Manager in Text Format

SONI SINGH

Phone Number:  9953776253 | Email : info@getsetresumes.com | LinkedIn: linkedin.com/company/getsetresumes

PORTFOLIO MANAGER-leveraging 7+ years of experience

Highly effective Portfolio Manager with over 7+ experience in utilizing strong analytical, mathematical, and organizational abilities. Offering an array of skills in innovative portfolio design, mentoring, EFT strategies, result-driven leadership, trend analysis, investing and sales. Proven ability in a dynamic rapidly changing workplace environment. Track record of success in managing multi-million dollar client & corporation portfolio.

PROFILE SUMMARY

• Proficient in generating an investment policy statement, outlining our clients’ investment objectives.
• Competent in constructing successful investment portfolios informed by market conditions and economic trends.
• Adept at buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
• Responsible for determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.

CORE COMPETENCIES

• Portfolio & Asset Manager 
• Client Relationship Development
• Sales & Marketing 
• Financial Services
• Trading Strategies
• Creative Investing 
• Sales Consulting
• Regulatory Compliance
• Market Analysis 
• Investment Products
• Hedge Fund Operations
• Global Market Reports 

PROFESSIONAL EXPERIENCE

Greenlam Industries ltd, Noida  | Jan. 2019 – Present

Portfolio Manager

• Drove growth through superior portfolio management; product strategy development, value proposition development, and forward-looking grasp of market dynamics and strategy
• Effectively manage P&L, resource allocation, and schedule management of products within the portfolio.
• Conducted financial market research through analysis of micro/macro-economic factors, new trends, and potential investment opportunities; reported findings to senior managers.
• Partner with marketing to develop a short and long-term growth strategy and the tactics needed to execute on these priorities.
• Submit investments for clients through the use of equities, fixed income, exchange-traded funds (ETF), hedge funds, private equity, alternative investments, new issues, structured products, and market-linked notes.
• Anticipate client issues with regard to calls, maturities, debit balances, change of investment objectives, and behavior that can result in compliance or regulatory concerns.

Sahni Natarajan & Bahl, Greater Noida | Apr. 2015 – Dec 2018

Portfolio Manager  

• Supported the development and implementation of each product portfolio strategy and assisted with the preparation of business plan documents and presentations
• Contributed ideas for new products and formula improvements across all categories along with helping to prepare concepts, briefs, and presentations for global and regional Executive teams
• Researched industry and market trends, especially within our member audience base, to deliver relevant and compelling information that informs product strategy
• Build strong partnerships with technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps.
• Enabled Executive leadership decision-making through development and presentation of metrics and insights covering areas of operations, delivery, finance, and business.

ACADEMIC CREDENTIALS 

Education – MBA (Accounting and Finance) | VIPS | 2015

BBA, Indraprastha University | 2012

PERSONAL DOSSIER

Languages Known: English, Hindu, and Urdu 

~References and other documents available upon request ~