portfolio analyst resume example

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Portfolio Analyst Resume Sample

James Hudson
PORTFOLIO ANALYST

james.hudson@gmail.com
1-202-555-0122
Manhattan, New York
linkedin.com/james.hudson

Summary

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.

Skills

Financial Statements Analysis
Monitor Portfolio Performance
Portfolio Management Strategies
Advanced Excel
Strong Interpersonal Skills
Data Analysts
Powerpoint
Provided Reports to Stakeholders

Experience

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
Investing;
Use research tools for adequate output of Key Ratio’s of Portfolio to
evaluate performances;
Make Pitch Books (Power Point Presentation) for Client Acquisitions;
Track Portfolio Reports regularly

Portfolio Analyst
Bank of America, NY Apr 2018 – Jun 2018
Understanding the products and services offered under the transaction
banking;
Worked with the Forex department to learn about Forex products and
their processing;
Conducted Client Visits to ensure if, satisfied with the products and
services

Education

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

Projects

Client Portfolio Management
Project Manager
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.

Certification

Financial Planning and Wealth Management
University of Delaware

Portfolio Management
Pace University