Senior Investment Manager
Phone:(02) 6363 8866
Phone:(02) 6555 7888
Fund manager sample resume
78 Broke St
Connagar NSW 2611
0400 000 000
(02) 6666 8888
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.
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
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
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
|Category||Name||Proficiency||Yrs experience||Last Used|
|Computer||Bloomberg, Hyperion, IRESS||Advanced||5 years||Use currently|
|Computer||Microsoft Office||Advanced||10 years||Use currently|
My interests include cycling, fitness and kayaking.