Portfolio Manager Resume

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William Thompson
62, Stiles Street
Los Angeles, CA, 1877
772-9762-972

OBJECTIVE

To get a position of portfolio manager that will allow me to use my professional skills, apart from my experience for the betterment of organization.

PROFESSIONAL SKILLS

  • Strong analytical and problem solving skills.
  • Excellent interpersonal skills, integrating tact and diplomacy.
  • Ability to operate in a fast-moving and demanding environment.
  • Strong aptitude to identify and minimize investment/business risk.
  • Strong attention to detail and accuracy.
  • Ability to make presentations to various levels of internal and external audiences.
  • Demonstrated ability to think on your feet and respond nimbly as well as solid decision making skills.
  • Ability to handle tight deadlines and prioritize workload.
  • Knowledge of MBS Trust/Agreement related issues.
  • Knowledge of global equity markets and managers.
  • Thorough knowledge of financial markets, investment vehicles and strategies.
  • Excellent skills in Word/Excel/FMIS/Business Objects/PowerPoint.

PROFESSIONAL EXPERIENCE


Portfolio Manager (1995-2001)
Fannie Mae – Pasadena, CA
Duties Included :

  • Consulted with customers regarding performance in areas such as servicing, custodial account management, document control, reporting, loss mitigation, and lender compliance.
  • Managed complex reporting, remitting, and reconciling activities. Analyzed data, researched issues and exceptions.
  • Conducted in-depth root cause analyses of customer problems and issues.
  • Conducted on-site reviews and recommend potential new customers.
  • Evaluated customer staff capabilities to integrate the firm’s work rules with customers servicing operations.
  • Built and improved internal and external customer relationships.
  • Designed, developed, monitored, and updated workflow processes.
  • Ensured processes respond to operational risk and controlled objectives, processed improvement goals, and achievement of business goals.

Portfolio Manager Assistant (1994-1999)

Federated Investors, Inc. -Arroyo Grande, CA
Duties Included :

  • Developed and produced portfolio holding and statistical reports to be used by the portfolio management team.
  • Worked with the portfolio management team and the Quantitative group to develop and maintain stock screens, and to generate and review quantitative reports on portfolio performance and attribution.
  • Produced and formatted data and written materials for sales support, marketing purposes, board reports, and special requests as needed.
  • Coordinated and facilitated investment discussions between research analysts and portfolio management team.
  • Assisted portfolio management team with various research projects.
  • Preformed other duties as assigned.

EDUCATION


Bachelor of Arts in Economics (1994)
San Francisco State University, San Francisco, CA