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
[email protected]

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.


SEEK Learning
Master of Business Administration
Graduated: 2006


University of New England
Bachelor of Financial Services
Graduated: 2004


City East Community College
Mandarin 2
Graduated: 2004


Work Experience

March 2008 – Present: Investment Analyst
Quay Group

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


  • 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


  • 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

AGYP is a leading provider of insurance products.


  • 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


  • 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


CategoryNameProficiencyYrs experienceLast Used
ComputerBloomberg, Hyperion, IRESSAdvanced5 yearsUse currently
ComputerMicrosoft OfficeAdvanced10 yearsUse currently



My interests include cycling, fitness and kayaking.


Nigel Duffy
Senior Investment Manager
Quay Group
Phone:(02) 6363 8866
Email:[email protected]
Skye Dartmoore
Investment Manager
AGYP Insurance
Phone:(02) 6555 7888
Email:[email protected]
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