Managed Accounts Resume Sample

16 votes
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Macey Littel
702 Malcolm Spring,  Detroit,  MI
+1 (555) 575 8458

Work Experience

Regional VP, Managed Accounts
03/2016 - PRESENT
Philadelphia, PA
  • Comfortable with some travel to manager’s locations and conferences
  • Conduct audits, maintain documentation and provide ongoing support to product managers to maintain compliance with regulatory requirements and business policies
  • Assist with all phases of projects including completion of user acceptance testing
  • Work directly with financial advisors as they ask questions and in the implementation of Managed Accounts projects, policies and procedures
  • Participate in the management of relationships across the organization, including Clearing, Service Delivery, Compliance and Centralized Supervision Unit
  • Provide ongoing thought leadership and strategic thinking to assist management in achieving annual financial goals, including revenue, profitability and ROE
  • Verify and communicate all cash flow information to Portfolio Administrators
  • Review exception reporting to ensure that all account information is accurate
Managed Accounts Product Development & Management
07/2009 - 01/2016
San Francisco, CA
  • Process tax harvest requests, including the reconciliation of custodial cost basis information
  • Knowledge of investments accounting, as well as equity and fixed income securities
  • Flexibility and ability to prioritize and manage multiple tasks
  • Support performance and composite reporting, including the maintenance and generation of composite reports, and reconciliation of performance exceptions.
  • Present to Branch Associates, High Value Prospects and Clients about Managed Accounts and SAI’s thinking and activity given the current market and economic environment
  • Manages support relationship with vendor
  • Responsible for handling production problems with vendor
  • Facilitate client implementations on the platform. Liaise with FCC technology and vendor for
  • SMSF administration services and relationship management to key client/s who invest in a Managed Discretionary Account (MDA); and
Managed Accounts
01/2007 - 05/2009
New York, NY
  • MDA administration services to key client/s to ensure that compliance, administration, tax and accounting requirements are being met to a high standard of service to advisers, investment managers and clients
  • Review and approve all new accounts/NCAF’s and Investment Policy Statements (IPS) for Managed accounts
  • Proficient in MS Office (outlook, word, access, excel, Powerpoint)
  • Collaborate and network with peers to help drive performance goals, employee engagement and leverage strengths across this global team
  • Regularly assess operational risks or dependencies within your teams, report it and make changes on the fly as needed
  • Work to define clear, consistent goals across global markets
  • Collaborate closely with Market Managers & Territory Managers to align on strategy and goals
  • Create a strong focus on teamwork and knowledge sharing across the team
  • Act as a Retail Channel Expert for SAI, Investment Solutions Product Management and Customer Experience


American InterContinental University - Houston Campus
2002 - 2007
Bachelor's Degree in Business

Professional Skills

  • Solid financial modeling skills with a passion for learning new valuation and investment methods
  • Strong Customer Experience – understanding customer needs and addressing these needs in the solution design
  • Communication and Sales experience
  • Publication experience (such as white papers, research notes)
  • Experience with technology solutions for retail advisors and brokers
  • Understanding of valuation metrics, performance drivers, performance attribution and risk analysis
  • SMA manager diligence including investment strategy, investment process, infrastructure etc (including onsites)

How to write Managed Accounts Resume

Managed Accounts role is responsible for travel, retail, finance, securities, reporting, design, training, tax, administration, compliance.
To write great resume for managed accounts job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Managed Accounts Resume

The section contact information is important in your managed accounts resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Managed Accounts Resume

The section work experience is an essential part of your managed accounts resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous managed accounts responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular managed accounts position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Managed Accounts resume experience can include:

  • Performance management of specialists by conducting regular coaching sessions and 1:1 meetings
  • Comprehensive knowledge of investment management products and strategies
  • Communicates the vision of our cross-functional partners and translates it into meaningful, clear goals for your team; the team sees the impact of their contribution to long and short term goals
  • Work closely with Market Manager and Territory Leads to understand the nuances of each market that your team supports

Education on a Managed Accounts Resume

Make sure to make education a priority on your managed accounts resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your managed accounts experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Managed Accounts Resume

When listing skills on your managed accounts resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical managed accounts skills:

  • Knowledge of portfolio management tools and techniques; gathering and analyzing the competitive environment
  • Network of established and upcoming investment managers based in the US
  • Seeks discrepancies and inconsistencies in available information, explains variances; recommending a course of action for resolution
  • Comfort with information and analytical tools such as PSN, MPI, Factset or other similar tools
  • Comfort with Excel, Powerpoint, Access
  • Educational Background and Licenses

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