Portfolio Manager Resume

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

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