Asset Manager

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Asset Manager Resume

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Charles Bloomberg
San Diego, USA
charlesbloomberg@gmail.com
(621) 799-5548
in/cbloomberg
PROFESSIONAL SUMMARY
Veteran Asset Manager with over 10 years of experience in managing diversified asset portfolios. Expertise in financial analysis, risk management, and strategic asset allocation to maximize ROI.
PROFESSIONAL Experience
Senior Asset Manager | Company A
April 2018 — Present, New York, USA
• Spearheaded the management of asset portfolios worth $500 million, achieving an average annual ROI of 12%.
• Developed and implemented risk management strategies that reduced portfolio risk by 15% over 3 years utilizing advanced financial modeling techniques and software such as MATLAB and R.
• Directed a team of 10 financial analysts, improving output efficiency by 20% through structured training programs and performance tracking using Salesforce.
• Increased client acquisition rate by 25% through targeted marketing campaigns and improved client relationship management.
• Utilized Bloomberg Terminal and Morningstar Direct to conduct in-depth market analysis and detect profitable investment opportunities, enhancing portfolio diversity.
Asset Manager | Company B
January 2014 — March 2018, San Francisco, USA
• Managed a diverse portfolio totaling $300 million, achieving a portfolio growth of 8% quarter-over-quarter.
• Implemented data-driven investment strategies using Python and SQL, enhancing returns on high-risk assets by 10%.
• Conducted comprehensive financial analysis and forecasting, improving asset allocation strategies and reducing costs by 8%.
• Ensured regulatory compliance and optimal financial performance through rigorous oversight of asset management activities.
Junior Asset Manager | Company C
May 2010 — December 2013, Boston, USA
• Assisted in managing portfolios worth $100 million, focusing on high-return investment opportunities.
• Conducted market research and financial analysis, contributing to the formulation of strategic investment plans.
• Monitored and reported on asset performance regularly, ensuring alignment with client objectives.
Financial Analyst | Company D
June 2008 — April 2010, Denver, USA
• Analyzed market trends and economic conditions to support senior asset managers in decision-making processes.
• Provided detailed financial reports and recommendations, leading to improved investment strategies.
• Utilized advanced data analytics tools, such as SAS and SPSS, to predict asset performance and identify trends.
Education
Bachelor of Science in Finance | University of Chicago
May 2008
Expert-Level Skills
Portfolio Management, Financial Analysis, Risk Management, Strategic Asset Allocation, Investment Strategies, Data Analytics, Financial Modeling, Bloomberg Terminal, MATLAB, R, Python, SQL, VBA, Salesforce, Client Relationship Management, Performance Tracking, Soft Skills: Leadership, Team Collaboration, Regulatory Compliance
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