Fund manager sample resume

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

Work Experience

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

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

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

Interests

My interests include cycling, fitness and kayaking.

References