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Portfolio / Asset Manager - Resume Example & Template

A portfolio manager is a financial professional who manages a vast investment portfolio that includes stocks, bonds, commodities, real estate, and private capital investments. Portfolio managers strive to provide a return on assets that is commensurate with the income and liquidity demands of an institution's beneficiaries, clients, or stakeholders, whether they work for a money management firm, a financial organisation, or for people. Most portfolio managers begin their careers as financial counsellors or research analysts, rising to the position of portfolio manager by superior analytical skills and initiative. The greatest and brightest are scrupulously detail-oriented, well-organized, and confident in making important decisions on behalf of others.

Resume of Portfolio / Asset Manager in Text Format


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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.



  • 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.



  • 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 



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.



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

BBA, Indraprastha University | 2012



Languages Known: English, Hindu, and Urdu 



~References and other documents available upon request ~



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