Fund manager sample resume

This free sample resume for a fund manager has an accompanying fund manager sample cover letter and sample job advertisement to help you put together a winning job application.

Archie Devlan

78 Broke St
Connagar NSW 2611
0400 000 000
(02) 6666 8888
a.devlan@email.com


Career Overview

Hard-working, motivated professional with strong communication and analytical skills and a head for numbers. A logical and strategic thinker, I have a proven track record in funds investment and portfolio management, I am a strong negotiator and networker and thrive in a fast-paced environment.

Above all, I am looking for a stimulating position in an energetic and supportive team where I can continue to give sound financial advice to a broad client base, founded on quantifiable, market-based investment research.


Education

SEEK Learning
Online

 

University of New England
Online

 

City East Community College
Sydney
Mandarin 2
Graduated: 2004

 


Work Experience

March 2008 – Present: Investment Analyst
Quay Group
Sydney




Quay is a trusted and well-established market leader in financial services and securities investment.

Responsibilities:

  • Manage several major equity portfolios, overseeing funds investment and wealth management
  • Develop client relationships and acquire new accounts
  • Monitor client performance and market activities
  • Conduct risk profile assessments and create model portfolios /li>
  • Prepare regular investment reports
  • Review markets and investment outlooks for various asset classes
  • Ensure investment menus remain contemporary and competitive
  • Manage ongoing relationships with in-house and external fund managers
  • Liaise with a variety of stakeholders and departments including Product, Marketing, Distribution, Pricing, and Risk & Compliance
  • Conduct market research to identify trends that will open up future business opportunities

Achievements:

  • Personally garnered $3 billion in equity portfolios and acquired new $10 million and $15 million accounts
  • Conducted qualitative and quantitative research on investment products
  • Successfully provided dozens of reports to fund managers on prospective investment avenues to diversify their portfolios, including research in a range of asset classes
February 2006 – March 2008 : Junior Investment Analyst
AGYP Insurance
Sydney




AGYP is a leading provider of insurance products.

Responsibilities:

  • Evaluated impact of product/pricing initiatives
  • Analysed channel performance to identify change and development opportunities
  • Liaised with stakeholders to correct performance issues within the portfolio
  • Performed analysis to support business development
  • Monitored competitor pricing and industry trends
  • Contributed to budgeting, forecasting and reporting procedures
April 2005 – January 2006: Intern
Grouse and Savage Financial Services
Sydney




Responsibilities:

  • Worked alongside and supported senior analysts
  • Provided ongoing research for various fund managers across a range of products and services
  • Prepared financial reports and spreadsheets
  • Researched legislative and compliance regulations

Skills

Category Name Proficiency Yrs experience Last Used
Computer Bloomberg, Hyperion, IRESS Advanced 5 years Use currently
Computer Microsoft Office Advanced 10 years Use currently

 


Interests

My interests include cycling, fitness and kayaking.


References

Nigel Duffy
Senior Investment Manager
Quay Group
Phone:(02) 6363 8866
Email:nigel.duffy@email.com
Skye Dartmoore
Investment Manager
AGYP Insurance
Phone:(02) 6555 7888
Email:rd.agyp@email.com

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