Portfolio Consultant Resume Sample

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Enid Schmeler
122 Gracie Club,  Boston, MA
+1 (555) 454 3198

Work Experience

Senior Portfolio Consultant
07/2016 - PRESENT
San Francisco, CA
  • Develop ROI’s to highlight the client value associated with the growth strategy
  • Provides direct support of Fiserv clients’ card portfolio risk management programs (debit, credit, prepaid) from a risk consulting perspective
  • Participates in both long-term and short-term projects related to current and future risk management programs, ensuring clients’ estimated fraud loss basis points are being minimized and that rule performance is optimized
  • Stay abreast of the comprehensive suite of BlackRock’s Model Portfolios offering for US-based financial advisors. The BlackRock Models often serve as tools in the consultative discussions with advisors
  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Portfolio Consultant
06/2009 - 03/2016
Detroit, MI
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Partner with Sr Financial Consultants (the relationship manager) to present portfolio recommendation proposals to clients
  • Assess client investment goals and objectives, time frame and risk tolerance and develop appropriate portfolio-level recommendations in a manner that’s consistent with firm policies and adds value to the end client
  • Develop, deliver and oversee tailored Personalized Portfolio strategies and investment recommendations
  • Conduct upfront and periodic / ongoing portfolio analysis and recommendations in a manner that aligns with the defined / intended client experience
  • Use of financial planning and portfolio analysis software to help provide the basis for recommendations made, investment vehicles or strategies employed and to leverage for both the client-facing experience and internal documentation requirements
  • Review suitability, additional information, to create investment proposal
  • Project prioritization and value maximization – develop materials/business case information to support project and portfolio prioritization, requires solid understanding of key business strategies and ability to identify “best fit” solutions to achieve these business strategies
  • Understand strategic and divisional plans, incorporating this information into various decision-making processes to ensure the appropriate balance of strategic and foundational investments within the portfolio throughout planning and execution
Project Portfolio Consultant
09/2005 - 12/2008
Phoenix, AZ
  • Leads the development of review and discussion materials for programs and portfolios for executive leadership, includes reports, metrics and scorecards that assess and provide information on the overall health of Blue Cross’ programs and portfolios
  • Monitors portfolio project performance with business owners, executive owners, IT PMO, Demand Management Finance, and other business partners; manages the processes to identify strategies for course correction
  • Architects and facilitates portfolio prioritization sessions with senior staff and Blue Cross’ executive leadership team, including development of prioritization framework, key analyses and information materials
  • Acts as a conduit with Strategic Planning, Business Owners and HMHS for the development of enterprise portfolio multi-year roadmap
  • Participates in the decision-making body for enterprise; serves as main point of accountability for escalated risks and issues from program to enterprise leadership
  • Proactively support the development and evolution of Blue Cross’ portfolio planning and management discipline and ensure adherence to portfolio management processes and standards
  • Represents Blue Cross in establishing joint portfolio planning cycle with platform partner and ongoing administration of this process
  • Complete post-implementation review of projects to assess value realized and achievement relative to the business case and ROI


Webber International University
2000 - 2004
Bachelor's Degree in Finance

Professional Skills

  • Demonstrated experience handling client concerns and issues with tact, diplomacy and empathy. A passion for continuously improving the client experience
  • Competitive salary depending on skills and experience
  • Communication skills in listening, writing and speaking; capable of adapting style of communication to the audience
  • Experience with trading, specifically transitioning accounts and implementing models
  • Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines
  • Experience of dealing with and influencing senior managers across an organisation
  • Strong understanding of capital market and global multi-asset allocation

How to write Portfolio Consultant Resume

Portfolio Consultant role is responsible for training, basic, finance, compensation, trading, reporting, design, research, modeling, travel.
To write great resume for portfolio consultant job, your resume must include:

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

Contact Information For Portfolio Consultant Resume

The section contact information is important in your portfolio consultant 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 Consultant Resume

The section work experience is an essential part of your portfolio consultant 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 consultant 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 consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Portfolio Consultant resume experience can include:

  • Strong financial skills, ability to understand financial models and basic ROI calculations
  • Demonstrated experience in developing detailed business cases
  • Highly resourceful with an ability to effectively identify, collect and organize data
  • Advanced MS Office skills; Excel, Word, and PowerPoint, in particular
  • Experience at a bank, asset management firm or fund platform and direct investment/portfolio management experience
  • Familiarity with PPM methodologies and experience collaborating with diverse stakeholders to drive consensus

Education on a Portfolio Consultant Resume

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

When listing skills on your portfolio consultant 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 consultant skills:

  • Works effectively in fast-paced environment with a diverse group of contacts
  • Experience leading information technology projects/portfolios
  • Five or more years of field Wholesaling experience is desired
  • Strong understanding of the concepts and analytics that support a wealth management proposal
  • Relevant progressive experience in the area of specialization
  • Experience in the investment industry

List of Typical Experience For a Portfolio Consultant Resume


Experience For Associate Portfolio Consultant Resume

  • Understand complex business strategies, ensuring solutions and projects support the accomplishment of the company’s strategies and goals
  • Apply diagnostic tests to these portfolios looking to uncover unintended bets, imbalances, and deficiencies
  • Think strategically, identify connections across the portfolio and ensure synergies within the portfolio
  • Exhibits self-motivation to perform to the highest level of excellence and act as a change agent
  • Thrives on a fast-paced and dynamic work environment
  • Intermediate principles and practices of customer relations and communications
  • Intermediate concepts, principles and practices of financial markets and products

Experience For Senior Portfolio Consultant Resume

  • Series 6, 7, and 63 required
  • Work in dynamic global teams
  • A value-add resource JHI sales people can offer to high-end advisors and RIA’s to assist in portfolio construction
  • Conduct face to face meetings with clients or conduct training presentations on latest ideas on asset allocation, portfolio construction, risk budgeting and use of alternatives within a portfolio
  • Complete “mail-in” portfolio reviews for enhancement recommendations
  • Evaluate the competitive landscape to learn the key differentiators of competitor products and understand product options and how they can help achieve different client goals
  • Investigate, explore, and identify tools, techniques, and metrics relating to risk measurement and portfolio construction and to increase client satisfaction
  • Generate risk and performance reports using a variety of software applications

List of Typical Skills For a Portfolio Consultant Resume


Skills For Associate Portfolio Consultant Resume

  • Experience within the mutual fund industry
  • Evidence of senior level manager engagement and relationships
  • Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
  • Meeting tight deadlines and managing multiple projects
  • Reporting on financials (actuals, forecast, tracking business cases) together with finance teams
  • Supporting the Quarterly Business Reviews (QBR) process
  • Partnering with a team of financial planners, attorneys, and CPAs to offer comprehensive solutions

Skills For Senior Portfolio Consultant Resume

  • Ensure tooling supporting the Agile way of working is in place and used appropriately
  • On-going training and commitment to your professional development
  • Basic understanding of various financial planning topics and strategies
  • Financial Planning software designed for customized client focused portfolio solutions
  • Comprehensive understanding of liquidity solutions and client balance sheet issues
  • Comprehensive understanding of wealth management industry
  • Work independently while also participating collaboratively as part of a global team
  • Expertise with financial and portfolio planning tools and the ability to coach/train others on how to use them to solve client challenges
  • Knowledge of UKI business and particularly change processes

Skills For Project Portfolio Consultant Resume

  • High level of Data Analysis skills together with a superior attention to detail Strong Data manipulation skills with M/S office products, Excel and PowerPoint together with database and spreadsheet skills (Anaplan/PPM products an advantage)
  • Experience of significant transformation across a service or operational organisation and/ or programme office activity
  • John Hancock products and sales force
  • Understand and explain analytic concepts clearly and succinctly
  • Communicate detailed conclusions and summarize findings
  • Optimize and leverage use of technology to gain efficiency

Skills For Portfolio Consultant, Spc-westlake, TX Resume

  • Works well as a member of a team and individually
  • Strategic perspective (sees the big picture and broader implications of actions and decisions)
  • Client relationship management software to enable seamless client interactions
  • Access to third party and proprietary research to support the advice recommendations
  • Performance metrics for squads and tribes based on agile delivery to improve outcome of sprints
  • In-depth knowledge of Pioneer's entire product line, across asset classes and Morningstar categories, and strong understanding of the relevant competition in each category
  • Collaborate with Portfolio Consultants, to ensure efficiency and effectiveness in monitoring platforms, identifying opportunities, and arriving at salient competitive positioning points in a timely and accurate manner

Skills For AMS Portfolio Consultant Resume

  • Develop and/or maintain calendar/repository of standing and ad hoc client collateral, to ensure consistency and continuity
  • Maintain internal reporting tools and cross-channel repository of client/prospect-based communications
  • Review firms’ recommended lists and discretionary models systematically, including performance and personnel updates of competitor strategies, to identify imminent or longer-term opportunities, across platforms
  • Coordinate progress, and periodically review RFPs or strategy-related questionnaires prior to their dissemination to prospects
  • Serve as back-up client contact for all clients/prospects
  • Intellectual curiosity and drive to learn with respect to markets, portfolios, and US Trust’s investment platform and capabilities
  • Passion for financial markets and wealth management
  • Independently manage schedule to support a global business model

Skills For Portfolio Consultant, Senior Resume

  • Provides direction to portfolio management analysts
  • Strategic portfolio management and benefit management
  • Provides support of the Wealth Management software platform
  • Trains Financial Advisors and staff on Wealth Management software applications
  • Consult with the research team, wealth managers and financial planners, as needed, on client discovery, liquidity needs, planning goals, asset allocation, investment selection and progress towards goals
  • Provide guidance to wealth managers on tax sensitive investing (e.g. asset location, account transitioning). Coordinate with financial planning team where appropriate

Skills For Advisory Portfolio Consultant Resume

  • Provide guidance on matching asset and liabilities, including liquidity opportunities
  • Attend prospect meetings with WM’s, WA’s and Financial Planning to assess prospects and their transition plans
  • Provide analytics on environmental, social, and governance exposures within a portfolio context
  • Work with WM’s and trading team to develop liquidity and investment plans for transitioning new accounts consistent with the client’s investment policy statement and liquidity needs
  • Strong collaboration and communication skills. A motivation to help coach and develop your own skills those of your peers
  • Direct financial services and advisory sales experience with end clients
  • Develop strong relationships with Sr Financial Consultants (the relationship manager) and TDA clients to consistently address their needs
  • Assist in the communication and implementation of First Republic’s investment platform
  • Provide detailed information to WM’s on investment strategies (both internal and external). Understand the First Republic alternatives platform

Skills For Treasury Portfolio Consultant Resume

  • Work with portfolio managers and client service associates to structure their books on First Republic’s investment technology platform
  • Conduct Client Portfolio analysis, assess client investment goals and objectives, time frame and risk tolerance in order to create and present Personalized Portfolio Investment Proposal
  • Develop and manage strong working relationships with the client relationship manager, the Sr Financial Consultant, in order to manage the client experience and present Personalized Portfolio Investment Proposal to their clients
  • Effectively utilize of contact management system to schedule seamless client outreach and stay abreast of any changes in client circumstances
  • Prepare and assist Sr Financial Consultants deliver annual, or semi-annual, reviews of the client’s overall portfolio picture vs. their objectives and goals
  • Conduct Ad hoc client interactions to discuss portfolios, investment objectives, investment outlook, market conditions and their impact to the client’s Personalized Portfolio
  • Aid Sr Financial Consultants in the upfront sales process and help provide the appropriate solutions to client’s investment management needs with a primary focus on creating and managing portfolio-level recommendations
  • Drive a positive client experience via proactive or reactive client conversations and education around macro-economic and market events to help retain or grow assets
  • Technical knowledge with portfolio optimization concepts and solutions / products offered within the industry

Skills For Portfolio Consultant Institutional Resume

  • Portfolio Analysis, Construction and Client Recommendations. Examples include
  • Build Client Relationships and Impact Business outcomes. Examples include
  • Leverage financial planning software (and existing reports) in order to build comprehensive understanding of client goals, needs, wants and wishes and solidify client relationships
  • Prepare for and deliver annual, or semi-annual, reviews of the client’s overall portfolio picture vs. their objectives
  • Review dashboard items and notifications to actively manage and monitor client accounts where needed
  • Conduct Ad hoc client interactions to discuss portfolios, investment objectives, investment outlook, market conditions and their impact to the client’s portfolio, etc
  • Foster Teamwork and Productive Internal Relationships. Examples include
  • Conduct selves in a manner that is consistent with TD Ameritrade’s Core Values, while also modeling and exhibiting self-imposed high standards, integrity and ethical behavior in all facets of day-to-day responsibilities
  • Develop and manage strong working relationships across the organization, with a specific focus on the Branch Network, Sr. Financial Consultants, the Investment Management Support Teams, TDAIM product management and supervision

Skills For Portfolio Consultant Resume

  • Experience in Client Services and Sales in the asset management industry
  • Demonstrated ability to navigate complex negotiation and influence to achieve desired business outcomes
  • Responsible for maintenance and development of client reporting packages, including content, design, portfolio measurement/benchmarking
  • Support fellow Portfolio Consultants and share best practices and help augment capacity needs as unexpected staffing needs arise
  • Participate in training and team meetings to continuously grow their expertise in portfolio management and financial planning and help with the onboard of peer PCs
  • Performing intermediate research
  • Familiarity with standard concepts, practices and procedures in resource capacity planning, allocation and consumption

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