Portfolio Manager Resume Examples

portfolio manager

  • Market analyses
  • Setup of business relationships with partner
  • Communication with clients
  • Coordination of back-end workflow
  • Supervision and maintenance of the database
  • Production of advertisement materials
  • Management of advertising campaigns 

portfolio manager

  • Ideation/Identification of new Differentiated Products, 
  • Understand rationale for Global selection and leverage for EM, 
  • In licensing 
  • Ensuring a winning portfolio for each Emerging Market (Russia, CIS, China, Brazil Australia, South Africa, LATAM, ASEAN)

portfolio manager

  •   get in touch with individuals or businesses that have delinquent accounts 
  • Collect payments on past due bills.
  • Create a list of people who have not made payments.
  • Organize list according to severity of delinquency.
  • Locate customers using credit bureau information, background checks, loan documents, and other paperwork or databases.
  • Call customers using telephone.
  • Utilize computer systems to handle skip tracing.

portfolio manager

  • Prepare and deliver presentations to communicate economic and environmental study results, to present policy recommendations, or to raise awareness of environmental consequences.
  • Inspect crops, fields, or plant stock to determine conditions and need for cultivating, spraying, weeding, or harvesting.
  • Inform clients of overdue accounts and amount currently owed.
  • Attempt to collect payment.

portfolio manager

  • Private Equity:
  • Review terms of sale or loan documents.
  • Ensure all customer information is correct, including phone numbers and addresses.
  • Listen to customer’s story and determine if debt can be collected.

portfolio manager

  • Set up repayment plans and new terms of sale.
  • Offer advice or refer customers to debt counselors.
  • Send statements of delinquencies to credit bureau.
  • Initiate repossession proceedings or hand over account to law practice that specializes in debt collection.

portfolio manager

  • Calculate costs for billings or commissions.. 
  • Purge records if debt has been satisfied.
  • Report satisfied debts to credit bureaus.
  • Follow federal and state laws dealing with debt collection.

portfolio manager

  • Managing Equity, Hybrid as well as Fixed Income Portfolios of Institutional and High Net Worth clients. The overall assets under management exceed PKR 20 billion. 
  • Creating Investment Solutions and Financial Plans based on the needs of clients and their risk profiles.
  • Complete implementation of Capital protected strategy model for investors with a moderate risk profile.
  • Identify/analyze new business opportunities and cultivate relationships with potential &  existing institutional clients in the region.
  • Meet clients for quarterly performance review, capital market outlook, and investment strategy.
  • Analyze market conditions to determine optimum times to make optimal Asset Allocation strategy.
  • Training the Corporate and Retail Sales Force of Financial Advisors pan Pakistan. 

portfolio manager

  • Extensively Backtesting options strategies using Excel sheet on Index, stocks & Currency markets in NSE and applying same strategies on live markets. 
  • Identified and analyzed trends using strong quantitative skills in order to make markets and execute profitable trades.
  •  Made fast-paced, strategic trade decisions while dealing with a high degree of uncertainty and limited information 
  •  Assisted team’s development and quality growth by mentoring and training entry-level traders.
  •  Evaluated factors such as volatility, liquidity, and expected profit to determine appropriate price and size of trades. 
  •  Formulated and executed hedging strategies based on type of risk and market factors. 
  •  Generated consistent profits without excessive risk or volatility. 

portfolio manager

  • Self-manage a personal financial office utilizing  most efficient time management and organizational skills
  • Generate leads through prospecting new clients,  customer relationship referrals and B to B marketing
  • Review client’s financial and legal documents to analyze their current situation, construct and propose new financial strategy, and show value of the change in process
  • Partner with other lines of business to ensure an efficient process as well as exceptional customer experience
  • Position the correct solutions maximizing long term stability, retention and growth