Associate Portfolio Manager Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Seeking Associate Portfolio Manager Position with reputable organization in which my experience can be a positive influence on the growth of company.

Highlights of Qualifications:

  • Huge experience in managing investments for consulting industries
  • Huge knowledge of economics and investment theory
  • Exceptional knowledge of financial risk models and associated concepts
  • Immense ability to speak effectively in front of audience
  • Excellent ability to adapt to changes quickly
  • Proficient with Access, Excel, VBA, and modeling software packages
  • Outstanding communication skills in both oral and written forms

Professional Experience:

Associate Portfolio Manager

BNY Mellon, Closter, NJ

October 2008 – Present

  • Coordinated with senior portfolio manager and developed ways to ensure client satisfaction.
  • Prepared client presentations and evaluated all sales and investment materials for same.
  • Assisted senior in handling large projects.
  • Analyzed client portfolios using various complex data services and performed research.
  • Ensured effective implementation of investment programs and achieved all objectives.
  • Administered all policies and ensured compliance to procedures.

Quantitative Portfolio Analyst

Morgan Stanley, Closter, NJ

August 2003 – September 2008

  • Designed and maintained strategies for various allocation models.
  • Maintained and developed matrixes to improve efficiency.
  • Analyzed client portfolio and suggested products and services according to requirements.
  • Assisted departments in analyzing risk for new products and strategies.
  • Managed all data and analyzed it quantitatively.
  • Developed models to analyze risk profiles.

Portfolio Specialist

TIAA-CREF, Closter, NJ

May 1998 – July 2003

  • Coordinated with marketing and client service team and analyzed market requirement.
  • Participated in client reviews and meetings and ensured satisfaction of client.
  • Prepared quarterly reports for client on market condition and performance.
  • Monitored client requests and prepared ad hoc responses.
  • Evaluated all investment related question and ensured accuracy in answers.


Bachelor’s Degree in Finance or Economics

Northwestern College, Saint Paul, MN