Portfolio Associate Resume Sample

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Joseph Pacocha
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Work Experience


Portfolio Associate
06/2016 - PRESENT
Houston, TX
  • Work directly with operations on troubleshooting administrative matters
  • Ensure client special instruction lists are maintained and utilized for pre-trade guideline monitoring
  • Proven ability to operate efficiently in a high pressure environment
  • Demonstrate the ability to organize and communicate information effectively in writing and interpersonal communications
  • Outstanding analytical skills with a proven ability to solve problems in a timely basis
  • Enjoy working collaboratively across the organization to resolve issues
  • Manage and see projects through completion on their own and be self-motivated
  • Strong Foreign Currency investment knowledge base required
Loan Servicing Portfolio Associate
10/2009 - 02/2016
Phoenix, AZ
  • Advanced knowledge of Excel, VBA, Bloomberg
  • Strong familiarity with Excel/VBA/SQL
  • The role requires the incumbent to interact with the following groups
  • Assistance in Portfolio Management
  • Work with and support Portfolio Managers in understanding client investment objectives, portfolio construction, and portfolio execution
  • Provide support in portfolio trade execution, including trade order preparation and required trade compliance checks
  • Ensure client portfolios are being managed consistently according to guidelines and coordinate timely investment for portfolio fundings and liquidation for closed accounts
  • Monitor portfolio activities (e.g. cash/securities additions and withdrawals from the portfolios and other portfolio changes)
Global Portfolio Associate
01/2007 - 08/2009
Philadelphia, PA
  • Act as an intermediary between PMs and operations on administrative matters (i.e. Account opening/ closing assistance, cash/securities transfers, banking activities, etc)
  • Support in Marketing and Portfolio Reviews
  • Assist Portfolio Managers with preparation of client presentations and portfolio reviews
  • Produce and prepare for the Senior Investment Officers (SIO) reviews
  • Maintain and analyze internal and external performance database
  • Assist in the due diligence and research on CIM Asian managed strategies
  • Provide general research support and database maintenance
  • Provide information on research updates/changes and developments to various internal departments and to Baird’s Financial Advisors

Education


Langston University
2002 - 2006
Bachelor's Degree in Business

Professional Skills


  • Outstanding analytical skills with strong problem solving skills
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
  • Experience in a sales, customer service and/or marketing team managing multiple stakeholders
  • Support the client experience through good relationship management without providing investment advice
  • Demonstrated Expertise (“DE”) writing SQL queries to extract data from relational databases to support portfolio construction, analysis, and attribution
  • Industry experience; Portfolio Management, Asset management, Investment Sales; Manager Research; Private Banking
  • Interact and communicate flawlessly with experienced Portfolio Managers to articulate ideas and strategies clearly, both verbally and in writing

How to write Portfolio Associate Resume

Portfolio Associate role is responsible for analytical, excel, programming, languages, portfolio, bloomberg, collaboration, communications, powerpoint, reporting.
To write great resume for portfolio associate job, your resume must include:

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

Contact Information For Portfolio Associate Resume

The section contact information is important in your portfolio associate 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 Portfolio Associate Resume

The section work experience is an essential part of your portfolio associate 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 portfolio associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Portfolio Associate resume experience can include:

  • Maintain strong relationships with mutual fund partner firms and act as a liaison between fund companies, Financial Advisors, and Baird’s Business Development Consultants
  • Navigating the Firm’s resources and interfacing with various departments on behalf of Investment Officers in response to requests from Financial Advisors and clients for information
  • Ensure knowledge of entire investment solution suite and recommend investment solutions to the Financial Advisors based upon clients’ needs and constraints
  • Experience; strong, relevant internship experience acceptable
  • Fixed Income technical skills and experience in a buy or sell side trade room
  • Strong collaboration and engagement skills

Education on a Portfolio Associate Resume

Make sure to make education a priority on your portfolio associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio associate 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 Portfolio Associate Resume

When listing skills on your portfolio associate 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 portfolio associate skills:

  • Strong relationship skills and proven ability to build strong relationships with Portfolio Managers
  • Strong interpersonal skills and proven ability to build strong relationships with Portfolio Managers and peers
  • Outstanding analytical skills with a proven ability to solve problems on a timely basis
  • Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously
  • Strong spreadsheet skills, quantitative capabilities, and attention to detail
  • Strong analytical and technical mindset; ability to collaborate effectively with technology partners at an intricate level

List of Typical Experience For a Portfolio Associate Resume

1

Experience For Loan Servicing Portfolio Associate Resume

  • Well-refined communications skills. Able to work and communicate flawlessly with experienced Portfolio Managers. Can articulate ideas and strategies clearly, both verbally and in writing
  • Strong team player with good collaboration and stakeholder management skills
  • Excellent communications/presentation skills
  • Strong technical skills in fixed Income
  • Proven ability to operate efficiently in a high-pressure environment
  • Proven ability to operate efficiently in a high pressure environment and to deliver towards tight deadlines
2

Experience For Senior Portfolio Associate Ic Resume

  • Advanced analytical skills in Excel are essential
  • Strong understanding of investment products and securities operations
  • Strong understanding of model delivery and trade implementation functions in separately managed accounts
  • Educational or professional experience in investment management, finance, math, engineering, and/or computer science
  • Work with large data sets and strong numerical aptitude
  • Developing and updating presentations reviewing portfolios and investment programs
  • Understanding of client firms’ research platforms, quant screens and qualitative biases
  • Capable of performing data analysis using SQL
3

Experience For Portfolio Associate, Private Banking Resume

  • Assist in aggregating relevant data and producing materials for weekly investment committee meetings
  • Maintain telephone and written contact with clients and third parties, including drafting client correspondence for review and approval
  • Adapt and react to quickly changing
  • Participate in and receive cross-training, as well as assist with other operational functions as required
  • Work with legal counsel in drafting legal communication to clients
4

Experience For Global Portfolio Associate Resume

  • Liaise with Operations and managed account platform vendors to ensure proper functioning of global product process flows
  • Portfolio summaries and monitoring
  • Knowledge of VBA, SQL, Bloomberg or other programming languages advantageous
  • Develop and maintain biotech/pharma database with current, actionable data including
  • Support planning, preparation and execution of conferences, road-shows, visits, calls, meetings and presentations as required
  • Support completion of RFI/RFP’s for Sarah Cannon Development Innovations, including
  • Respond to ad hoc sponsor requests pertaining to step out trades, performance outliers, etc
5

Experience For Cpb-portfolio Associate Resume

  • Ensure that the trading platform, tools, and execution algorithms are consistent with industry and Fidelity standard methodologies
  • Advanced abilities with Excel, SQL, business objects, and Bloomberg
  • Be flexible with regards to work hours
  • Pre-trade review of all trades and clients’ accounts to ensure it is acceptable with the clients guidelines or investment policy statement
  • Knowledgeable in property and general liability insurance coverage
  • Familiar with commercial real estate loan documents
  • Monitors portfolio performance, positioning, risk metrics, etc. to ensure alignment with PM investment thesis and process; and recognizes, evaluates, and reconciles any results that are inconsistent with manager or strategy objectives
  • Works with PMs to develop trading/execution strategies to implement PM views and investment strategies (e.g., fund transitions, alignment of active positioning across funds, etc.)
  • Performs cash flow analysis; provides insight on liquidity constraints, manager timing preferences, and impact on reallocation feasibility and scheduling
6

Experience For Scotiamcleod Portfolio Associate Resume

  • Prepares, executes, and reconciles trading activities, in partnership with PMs
  • Ensures that the trading platform, tools, and execution algorithms are consistent with industry and Fidelity best practices
  • Manages individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique portfolio parameters and objectives of each client account
  • Works closely with the investment staff, investment operations, and the technology group on infrastructure enhancements and other projects to support the portfolio management process
  • Works with PMs, quantitative analysts, and other investment staff on investment analysis projects that support the development and refinement of investment and/or trading strategies (e.g., ongoing asset class-related research, back testing, and optimizations for new fund concepts/fund repositioning, etc.)
  • Sales and product positioning acumen
  • Read and summarize regular client investment insights and theses
7

Experience For Macs Portfolio Associate Resume

  • Perform “sensitivity analysis” that lead to opportunities with targeted firms
  • MPT expert with the ability to highlight specific factors to position fund future performance
  • Conduct and explain performance attribution analysis
  • Knowledge of Morningstar Direct, Zephyr, Factset and other portfolio analysis tools
  • Intimate knowledge of Hartford Funds
8

Experience For Client Portfolio Associate Resume

  • Monitoring of competitors funds on client recommended lists/platforms in order to assess vulnerability and the suitable Hartford Funds to recommend for their replacement
  • Provide data/insights to defend existing placements
  • “torture data” to identify best way to position fund for success
  • Present data to SRM, sales professionals and potentially research analysts
  • Partner with broader investment team for qualitative insights into funds
  • Understand portfolio construction and display ability to position solutions in the context of portfolio construction, not just peer group analysis
9

Experience For Fixed Income Portfolio Associate Resume

  • Zephyr, Morningstar and Factset
  • Information Management – Adaptation and Translation Agreement drafting, amending and requesting from the US; Product set-up including data management and ongoing maintenance
  • Accessibility Support – Managing requests for alternate format files from institutions; Follow-up and trouble-shoot as required; Trouble-shoot requests for inaccessible digital assets
  • New Systems Initiatives and Process Improvements - Contribute to digital optimization efforts by embracing new technologies and establishing efficient processes around these for the portfolio team
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Input orders at the direction of the Financial Advisor
10

Experience For Portfolio Associate Resume

  • Perform administrative functions, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Serve as a senior role model for other support staff
  • Proficiency across Salesforce, Excel and similar programs
  • Work with clients to address financial and operational issues
  • Creation of client review material
  • Creation of portfolio proposals
  • Ad hoc projects to support the business
  • Furthermore the Portfolio Associate works closely with the Portfolio Managers

List of Typical Skills For a Portfolio Associate Resume

1

Skills For Loan Servicing Portfolio Associate Resume

  • Accounting or Cash Management skills
  • Strong knowledge or working experience in securities or investment management
  • Validated ability to prioritize large workloads while adhering to critical deadlines
  • Works with Sr. Manager and Manager, PMG to effectively implement, construct, manage and monitor client investment accounts
  • Work effectively in a highly collaborative, team-oriented environment
  • Stellar programming skills, ability to perform quantitative analysis/research via R is required
2

Skills For Senior Portfolio Associate Ic Resume

  • Good understanding of interest rates and equity derivatives; proven knowledge of Option Greeks
  • Possess good understanding and with an interest in Multi-Asset investments including derivatives (futures, options etc)
  • Previous experience working with High Net Worth market
  • Good working knowledge MS Word, Excel & PowerPoint, ADP, v9, FMC, Bloomberg and Thomson One
  • Experience with Advent APX, Moxy and Trust Accounting Systems
  • Experience in investment management industry
  • Experience with Adobe, FactSet, Bloomberg
3

Skills For Portfolio Associate, Private Banking Resume

  • Experience working across multiple cross functional teams in a corporate setting (i.e. legal department, finance, etc.)
  • Experience working with investment data. Familiarity with tools such as Morningstar Direct, Factset is preferable
  • Experience in data input for reporting and metrics purposes
  • Corporate experience
  • MS Office Suite Experience (PowerPoint, Excel, Word, etc.)
  • Strong Microsoft (2007+) Office Products
  • Working experience in finance related role
  • Strong academic background in a technical field from a leading, accredited college or university
4

Skills For Global Portfolio Associate Resume

  • Prioritize and focus on multiple tasks
  • Building and maintaining portfolio associate tools and templates used in global offices with high level of technological standard and accuracy
  • Understanding the Advisor’s business models, to ensure that recommendations and advice support their business needs
  • Ensuring that recommendations and advice support Advisor’s business needs
  • Coordinating with Portfolio Management on re-balancing of portfolios
  • Monitoring client portfolios’ position weights and product versus client guidelines
  • Ensuring investment objectives are reflected across portfolios in scope
5

Skills For Cpb-portfolio Associate Resume

  • Understanding of financial derivatives
  • Deep understanding of fixed income and equities including knowledge of most cash and derivative instruments
  • Prepare, execute and reconcile trading activities, working with the PMs
  • The team is looking for someone with intellectual curiosity and capacity to grow with a long-term commitment to Strategic Advisers
  • Assist the IC with the creation of basic investment plans and financial planning strategies
  • Complete the pre-requisite Portfolio Associate Training
6

Skills For Scotiamcleod Portfolio Associate Resume

  • Proficiency in data processing and office and other applications (advanced level of; Bloomberg, FactSet, Datastream, Morningstar Direct,Charles River)
  • Complete the pre-requisite Portfolio Associate Training Curriculum
  • Parallel registration with the supporting FA
  • Educate the field regarding client platform opportunities
  • Ability and willingness to travel 2-4 times a year for team conferences/engagements required
  • Our company operates with the highest fiduciary standards and expects everyone to conduct themselves with the highest levels of integrity, responsibility, compassion, and expertise
  • Experience with hands-on Trade Execution (ETFs, Mutual Funds, Equity, & Fixed Income Securities)
  • CFP or progress towards completion
7

Skills For Macs Portfolio Associate Resume

  • Exposure to FMC, ADP and/or RIS an asset
  • Analyze business financial statements
  • Willingness to travel to property locations
  • Responsible for evaluating a client’s personal and investment needs in order to create an investment policy statement, asset allocation, investment portfolio and financial plan
  • Supports all elements of client servicing, management of investment portfolio, financial planning, business development and team effectiveness
  • Advise clients of BMOHPB’s investment strategy, philosophy and service-offering
  • Works with VP & Regional Director of Investment and ICs to align regional business plan with BHPB goals and objectives
  • Keeps up to date on the Bank’s risk management and compliance procedures
  • Provide Portfolio theory and management in support of the Advisor’s book of business by
8

Skills For Client Portfolio Associate Resume

  • Organized, proactive, self-motivated professional with general knowledge of financial models
  • Evaluate client’s personal and investment needs and recommend an investment policy statement, asset allocation, investment portfolio and financial plan
  • Create customized client proposals for an IC
  • Provide administrative support to the client enquiries and problem resolution
  • DE performing investment analysis – use of risk analytic packages in FactSet and Bloomberg to evaluate portfolio exposure, risk, and performance across investments in equity and fixed income asset classes
9

Skills For Fixed Income Portfolio Associate Resume

  • DE developing and presenting analytics to portfolio managers to support trading/execution strategies (fund transitions and alignment of active positioning), cash flow analysis (liquidity constraints, reallocation feasibility and scheduling), and reconciliation of trading activities
  • DE manipulating and interpreting large data sets to implement time sensitive critical solutions designed to improve business workflow related to investment management
  • Conceptualize, analyze, assimilate and report complex data to portfolio managers
  • CFA or similar designation desirable
  • Type 1 or 9 SFC licence is required. Type 4 is desirable
  • Exposure to third party risk analysis and third party risk systems desirable
  • Team player with the capability to work independently with minimal supervision
  • Real passion for financial markets and the investment management process
  • S3 National Commodities Futures
10

Skills For Portfolio Associate Resume

  • S7 General Securities Representative Exam
  • S31 Futures Managed Funds Exam
  • S63 Uniform Securities Agent State Law Exam
  • S65 Uniform Investment Advisor Exam
  • S66 Uniform Combined State Law/Investment Advisor Exam

List of Typical Responsibilities For a Portfolio Associate Resume

1

Responsibilities For Loan Servicing Portfolio Associate Resume

  • Exceptional communication skills are required to operate in a complex financial environment
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Implementing asset allocation and strategy/fund selection across many different portfolios
  • Monitoring compliance with loan and lease agreements to understand covenants and remedies
  • Maintain close contact with product, marketing, operations, trading and risk teams to act as liaison to Portfolio Management
  • Provide analysis of portfolio positioning, risk and profile
  • Raise and invest cash as needed following client directed flows
2

Responsibilities For Senior Portfolio Associate Ic Resume

  • Work collaboratively across the organization to resolve issues
  • Self-motivated work style and great attention to detail
  • Reallocation Management:Responsible for the day-to-day management of model portfolios, which includes portfolio construction, analyzing model characteristics, supervising the model release process, and resolving associated issues
  • Portfolio Oversight:Develop, monitor and communicate performance, risk, positioning, and rebalance metrics to ensure alignment with the Portfolio Managers investment thesis and process
  • Quantitative Research and Analysis:Performs quantitative analysis projects in conjunction with the Portfolio Managers and research staff to continuously refine and improve the investment methodology and associated policies
3

Responsibilities For Portfolio Associate, Private Banking Resume

  • Technology Collaboration:Partner with technology teams as part of ongoing evolution of the PAS-W investment platform. Provide detailed business requirements and perform business acceptance testing of platform enhancements
  • Business Liaison:Monitors re-allocations and operational processes by working closely with portfolio services, data strategy & management, product development, and the distribution
  • Marketing Support: Developing hypothetical portfolios and ad-hoc analysis for prospective plan sponsors
  • Monitoring portfolio positions for a wide range of portfolios on a daily/weekly/monthly basis
  • Enter trade orders for funds, ETFs, single securities and derivatives in Charles River Invest Mgmt System
4

Responsibilities For Global Portfolio Associate Resume

  • Perform loan surveillance activities such as financial statement analysis and covenant compliance and review of rents rolls and facility census data
  • Late payment collection processes
  • Coordinate periodic site inspections of mortgaged property and work with clients to correct low scores
  • Evaluate service and care surveys and work with clients to correct low scores
  • Assist Portfolio Managers with client presentations and portfolio reviews
  • Analyze biotech/pharma database for trends and opportunities
  • Maintain Sarah Cannon’s study pipeline with current status of study leads, proposals, award and contracts
5

Responsibilities For Cpb-portfolio Associate Resume

  • Provide reports as needed to support the Business Development program
  • Support interface between Sarah Cannon Development Innovations and Sarah Cannon Finance, in regard to budgets and contracts
  • Support business development and relationship management activities with Pharma partners for Sarah Cannon Development Innovations
  • Working with Sarah Cannon Development Innovations Leadership Team, Program Managers, Physician Leaders and other relevant team members to seek feedback on key assumptions and criteria
  • Initiation of Sponsor study budget preparation by Sarah Cannon Finance
  • With Sarah Cannon Legal and Sarah Cannon Finance, supports process to ensure change orders, contracts, and agreements are executed for all Sarah Cannon Development Innovations Projects
6

Responsibilities For Scotiamcleod Portfolio Associate Resume

  • Works on new initiatives and special projects as directed by Portfolio Manager
  • Model delivery and trade implementation of separately managed accounts
  • Liaise with various affiliate teams (e.g., portfolio management, operations, trading, client service) to transition and invest accounts in accordance with strategy and client guidelines
  • Perform various daily and weekly checks of the account base, e.g., high cash, non-model holdings and respond to ad hoc requests from investment teams
  • Respond to inquiries from Clients, FAs and PM teams
  • Interact with outsourced SMA Service providers
  • Work closely with Sr. Project Mgr. and Head of SMA operations on sponsor transitions
  • Asset management operations background
7

Responsibilities For Macs Portfolio Associate Resume

  • Detail-oriented with the ability to multi-task in a fast-paced environment
  • Advanced abilities with Excel and Bloomberg essential. Ability to program in one or more language(s) would be of advantage
  • Drug development pipelines
  • Proficient in VBA and SQL
  • Outstanding analytical and multi-tasking skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
  • Monitor portfolio performance, positioning, risk metrics, etc. to ensure alignment with PM investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with manager or strategy objectives
8

Responsibilities For Client Portfolio Associate Resume

  • Assist PMs to develop trading/execution strategies to implement PM views and investment strategies (e.g., fund transitions, alignment of active positioning across funds, etc.)
  • Cash flow analysis; provide insight on liquidity constraints, manager timing preferences and impact on reallocation feasibility and scheduling
  • Work closely with the investment staff, investment operations and the technology group on new ideas for infrastructure improvements and other projects to support the portfolio management process
  • Work with PMs, quantitative analysts and other investment staff on investment analysis projects that support the development and refinement of investment and/or trading strategies (e.g., ongoing asset class-related research, back testing and optimizations for new fund concepts/fund repositioning, etc.)
  • Work experience in the investment industry
  • CFA charterholder or progress toward achieving
  • Collaborate with Strat & Ops and VP-PDT to coordinate impactful team retreats. This includes planning and executing logistics for team travel, venues, materials and food while partnering with external vendors
  • Manage operations strategy including scheduling, budgeting, and expenses for large scale or cross-team projects
9

Responsibilities For Fixed Income Portfolio Associate Resume

  • Information Management – Adaptation and Translation Agreement drafting, amending and requesting through SmartSheet and tracking; product set-up including data management and ongoing maintenance
  • Product Development – Support product development efforts as required (ie manuscript review, QA testing); Support market research activities (ie coordination of activities, compilation of feedback)
  • New Systems Initiatives and Process Improvements - Contribute to new systems and process improvement efforts by embracing new technologies and establishing efficient processes around these
  • Assist in the design and monitoring of hedge fund portfolios and multi-asset solutions
  • Respond to internal queries on portfolios and reports
10

Responsibilities For Portfolio Associate Resume

  • Gather macroeconomic and portfolio level data to generate reports on a daily, weekly, and monthly basis
  • Aid Portfolio Analysts and Portfolio Managers in preparation for meetings
  • Closely monitors investment portfolios for cash, maturities, and settlements to ensure that funds are available to clients and that portfolios are within policy. Instructing custodians to wire funds or prepare checks at the request of the client after review and approval by Senior Portfolio Associate or Portfolio Manager
  • Handles client's personal needs (tuition payments, interaction with attorneys and other third parties, outside personal accounts, family related issues, etc) and provides client and/or their accountant with tax information
  • Maintains telephone and written contact with clients and third parties, including drafting client correspondence for review and approval

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