Portfolio Manager

Customize any of these resumes in minutes using our free AI-powered resume builder.
Use this sample—It's free
349 reviews (4.8 out of. 5)
Featured in:
In this article

Portfolio Manager Resume

Create Free Resume
Your resume is only 30 seconds away from being done.
Charles Bloomberg
San Francisco, USA
(621) 799-5548
Detail-oriented Portfolio Manager with extensive expertise in financial analysis, asset allocation, and risk management. Proven track record in maximizing returns and managing portfolios exceeding $200M. Strong strategic planner and data-driven decision-maker.
Portfolio Manager | Company A
January 2020 — Present, San Francisco, USA
• Managed a diversified portfolio of assets totaling over $200 million, achieving an average annual return of 12% over the past 3 years.
• Developed and implemented strategic asset allocation models, reducing portfolio risk by 15% through the use of derivatives and hedging strategies.
• Conducted in-depth financial analysis on 150+ investment opportunities annually, leveraging Bloomberg Terminal and FactSet to identify high-yield investments.
• Coordinated with a team of 5 financial analysts to monitor and adjust portfolio holdings, resulting in a 20% increase in client satisfaction.
• Utilized advanced risk management tools and algorithms to ensure compliance with SEC regulations and internal policies.
Senior Investment Analyst | Company B
June 2017 — December 2019, Chicago, USA
• Conducted comprehensive market and security analysis for an $80 million equity and fixed income portfolio.
• Generated investment reports and projections using Excel, VBA, and Power BI, leading to informed decision-making processes.
• Managed client relationships, providing personalized investment strategies that resulted in a 25% growth in client portfolio values over 2 years.
• Implemented risk assessment measures and stress testing procedures to mitigate potential investment losses.
Investment Analyst | Company C
February 2015 — May 2017, Boston, USA
• Assisted in managing a portfolio worth $50 million using advanced statistical models and financial analysis.
• Researched and evaluated 100+ investment opportunities per quarter, producing detailed reports to support portfolio decisions.
• Enhanced portfolio performance by 10% through careful analysis and recommendation of stock and bond investments.
Junior Research Analyst | Company D
June 2013 — January 2015, Miami, USA
• Conducted fundamental and technical analysis on emerging market securities, providing insights that informed investment decisions.
• Maintained and updated financial models for 50+ companies, ensuring accuracy and reliability of data.
• Assisted in preparing client presentations and investment proposals, winning new business worth $5 million annually.
Bachelor of Science in Finance | University of Pennsylvania
May 2013
Expert-Level Skills
Portfolio Management, Financial Analysis, Asset Allocation, Risk Management, Bloomberg Terminal, FactSet, VBA, Power BI, Data-Driven Decision Making, Client Relationship Management, Strategic Planning, Team Collaboration, Mentorship
Content-focused formatting

Our most Recommended resume templates

Professional, clean, effective. These templates get your message across, no matter your industry or experience level.

Ultimate readability and well-organized layout. Highlights what matters the most. A safe pick for all jobs across all industries.


Negative space gives readers breathing room and guides their eyes to where you want them to go. Simplicity = sophistication.


A design familiar for recruiters and hiring managers. Good for corporate positions where you’ll need to paint within the lines.


Maximizes page space for dense information. Ideal for seasoned professionals with a lot to say in a limited area.


Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

Rezi is an awesome AI-based resume builder that includes templates to help you design a resume that is sure to check the boxes when it comes to applicant tracking systems. This is a great jumping off point to kickstart a new resume.

Ashley Stahl from forbes image
Ashley Stahl
Career Contributor
Total Users (this is annoying to update)
Interview Rate
Avg. User Review

Frequently Asked Questions (FAQs)

Everything you need to know about using Rezi's AI Writer.

Is it free?

Yes, Rezi is free to use. Some features require a Pro subscription.

What Are AI Credits?

Rezi AI Writer is powered by GPT-3 API from OpenAI. This means, with the content you generate, we're "buying" the usage of their API.

How Does Our AI Work?

Rezi partnered with OpenAI to use their GPT-3 neural network. GPT-3 is an innovative and powerful new neural network. We trained it to understand best resume writing practices from our experience and database of resume content. Integrating this AI into Rezi, we are able to transfer expert-quality resume writing at almost no cost.

How Do I Get AI Credits?

You can get credits in one of two waysSubscribing to Rezi Pro: We'll give you 100,000 AI Credits to use for content each month. By purchasing more AI Credits: You can also buy  AI Credit directly without subscribing.

Where Do I Use Rezi AI Writer?

https://app.rezi.io - First you'll need to create a free Rezi account. The Rezi AI Writer is integrated in the Experience, Projects, and Involvement sections.

Ready to build
your resume?

Join over 3 million people who use Rezi to take control of their job search.