Assistant Portfolio Manager Resume

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William Kelvin,
House No. 21,
Wilson Street,
Clermont City, Florida,
United States of America,
Phone: 666 (4554)

CAREER GOAL:
An individual having capability in all aspects to work as an assistant portfolio manager searching for the post of assistant portfolio manager in an institute where I will get chance to use my skills.

SKILLS:

  • Good modeling skills, fluency in Excel and VBA are required
  • Capability to work with great accuracy under pressure
  • Good communication skills
  • Outstanding presentation skills

WORK EXPERIENCE:
2004-Present

Assistant Portfolio Manager
MOLSON COORS BREWING COMPANY, COLORADO, U.S

  • Ensure that all account funds are fully invested and requests related to transactions are satisfied in a timely and particular manner.
  • Complete the responsibility of portfolio of 18 accounts.
  • Handle cash flow analysis and verify/submit quarterly reports to clients.
  • Work together with bank and internal trade branch.

2002-2004
Portfolio Manager
STORAGE TECHNOLOGY CORPORATION, COLORADO, U.S

  • Manage efficiently global accounts of more than $2 Billion.
  • Pay attention to lot of the company’s important clients much to the satisfaction of superiors.
  • Execute ideas on different products and support investment in funds by which brought in more assets to the company.

2000-2002
Quantitative Analyst
GATES RUBBER COMPANY, COLORADO, U.S

  • Work dynamically with investment analysts and trading desk to devise fund products that give maximum returns and minimum trading costs.
  • Estimate quantitative stock selection models, now used to administer about $6 Billion in Global/International equity portfolios.
  • Make several earnings growth models, including Economic Value Added (EVA) models and successfully used them in analysis tasks.
  • Utilize models and analysis to create measure by which quantitatively supervise accounts rose from $25 Million to $1 Billion in a period of just eight months.

EDUCATIONAL QUALIFICATION:

BACHELOR OF SCIENCE DEGREE IN MANAGEMENT/FINANCE, 1994
MERCY COLLEGE, COLORADO, U.S

MASTER DEGREE IN FINANCE, 1996
LIBERTY UNIVERSITY, COLORADO, U.S