Example CV Template For a Portfolio Manager

Using a CV Template when creating a CV for a Portfolio Manager position is a helpful way of putting structure into your CV, and a great way to learn ideas; it is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve.

Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Portfolio Manager and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Start with a unique personal statement tailored specifically to you. Focus on who you are, what your strengths are and share the traits that make you a standout candidate for jobs in the Banking and Insurance sector. In your CV, you need to address who you are, what you have to offer, what you are aiming for in your career and you need to let the reader understand the type of impact you will have in their company, should you be employed.

Sample CV Summary for a Portfolio Manager

My role as a Portfolio Manager involved creating and managing investment portfolios for our clients. My responsibilities included formulating investment packages, managing client expectations, and transactions and achieving the clients’ overall investment objectives.

I was successful in the role due to my ability to work efficiently and effectively in a collaborative and fast-paced environment. I focused on providing portfolio recommendations to our clients based on in-depth financial market analyses.

CV Example Experience for a Portfolio Manager's

  • Generating an Investment Policy Statement, outlining our clients’ investment objectives.
  • Constructing successful investment portfolios informed by market conditions, and economic trends.
  • Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
  • Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
  • Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
  • Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organisations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
  • Prospecting for new clients.
  • Staying up to date with relevant investment and trading news, and economic trends.

CV Tips for a Portfolio Manager

  • Professional portfolio management experience.
  • Good understanding of capital markets.
  • Exceptional analytical skills.
  • Proficient in various financial management software.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).
  • Excellent written and verbal communication skills.
  • Highly organised and detail oriented.
  • Bachelor’s degree in business, economics, or finance.