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Portfolio Analyst Resume Sample
Manhattan, New York
Motivated individual with 8 years of global-driven Financial Analyst skilled in collecting, monitoring and
studying data to analyze the financial status and recommend the business strategy. Experienced in
qualitative and quantitative analysis, contract management and forecasting. Good presentation,
relationship-building, and organizational skills.
Financial Statements Analysis
Monitor Portfolio Performance
Portfolio Management Strategies
Strong Interpersonal Skills
Provided Reports to Stakeholders
Sr. Portfolio Analyst
JP Morgan Investments, NY May 2019 – Present
Research Global and Domestic Capital Market Indices and Updates;
Research Asset Classes and Identify Emerging Trends of Investing for
the Ultra High Net worth Individuals;
Research and Understand Ultra High Net worth Decision Process of
Use research tools for adequate output of Key Ratio’s of Portfolio to
Make Pitch Books (Power Point Presentation) for Client Acquisitions;
Track Portfolio Reports regularly
Bank of America, NY Apr 2018 – Jun 2018
Understanding the products and services offered under the transaction
Worked with the Forex department to learn about Forex products and
Conducted Client Visits to ensure if, satisfied with the products and
Master’s Degree in Business Administration
Columbia University, New York Jul 2017 – Apr 2019
Bachelor of Business Administration
Arizona State University, Arizona Jul 2013 – May 2016
Client Portfolio Management
The Case of BTM Two Wheeler manufacturer
Used project management principles such as calculating the critical path
for the activities in use and building a project cost expense model.
Analyzing the project viability, by calculating the cost of equity using
CAPM model, Project and equity IRR, NPV of the project and equity and
calculating the WACC for the project.
Financial Planning and Wealth Management
University of Delaware
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