portfolio analyst resume example

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Portfolio Analyst Resume Sample

James Hudson

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
Advanced Excel
Strong Interpersonal Skills
Data Analysts
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
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
Worked with the Forex department to learn about Forex products and
their processing;
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
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.


Financial Planning and Wealth Management
University of Delaware

Portfolio Management
Pace University

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Portfolio Analyst Resume with Writing Guide

If you’re looking for a new job, you’ve probably come across the term “Portfolio Analyst”. This is an entry-level position that requires a background in data analysis, quantitative in nature. Most people who work in this position also have skills with statistics, economics or marketing research. It’s important to have your resume and cover letter tailored to the specific requirements of your potential employer.

We recommend you to go through our article “how to write a resume“. We assure you will get the best of your

Portfolio Analyst Resume Writing Guide:

1: Portfolio Analyst:

There are 2 options when it comes to gathering job experience. If it was a part time job, you’ll need to include the dates you worked there and how many hours you worked each week. If it was a full time position, then the company expects you to include your work history with them.

You should be able to include the following information in your resume:

2: Analyze your portfolio.

You’ll need to decide what types of projects you were involved in and whether you used specific software. Also, if you used a variety of programs or systems, then it’s important that you include which ones they are and what you did with them. This will help the hiring manager determine if your skills are a match for the job he is looking to fill.

4: Create a cover letter.

For your cover letter, you’ll need to let the employer know why you are interested in this particular opportunity. You’ll want to show them that you’re familiar with the company and that they have great interest in what they do.

Your cover letter should include a statement about where you heard about this job opening (including name of person, who referred you, etc), and why you feel this is an opportunity for growth for both yourself and for the company.

If you don’t have any portfolio work experience, it’ll be better to start by describing your skills and the kind of work you would like to do in this position. For example, if you’re applying for a Portfolio Analyst job at United States Forest Service, then it’d be best to start with a statement or two that shows how past jobs have prepared you for this position. You might explain that your strengths are working with graphic interfaces and performing Excel formulas.

Portfolio Analyst Responsibilities:

  1. Responsible for managing and maintaining investor funds, assets and securities portfolios.
  2. Assist in creating investment strategies to meet specific client objectives
  3. Collect, evaluate and analyze research data for funding purposes
  4. Monitor fund activity and performance on a daily basis to ensure that established standards are met.
  5. Maintain a strong understanding of the state of the market

Portfolio Analyst Job Description:

(Introductory paragraph)In business today, people are always under pressure to produce results in a short time frame. This is why portfolio managers are so important; without their expertise, many companies would not be able to survive. They perform the following duties:

  1. Evaluate and analyze fund performance against established benchmarks at the start and end of each period of time, such as semiannual or annual statements.
  2. Review financial data to determine a fund’s current operational status.
  3. Analyze current economic trends to ascertain whether they will have an impact on the performance of the fund(s).
  4. Secure financial information that it pertains to a fund’s portfolio and other pertinent data.
  5. Evaluate and analyze information regarding loan portfolios, bank assets, securities, etc., as it pertains to a fund’s portfolio and other pertinent data.
  6. Communicate with employees, such as investment advisors, so that they can provide a better understanding of the portfolio’s performance.
  7. Report on analytical findings to upper management and other personnel within the company.
  8. Discuss portfolios with clients to find out their needs and expectations, so that they can be met in a timely manner.
  9. Compile reports so that managers can have information regarding a fund’s financial status at all times.

Top 15 Must-have Portfolio Analyst Skills:

  1. Analytical Skills – To be an effective portfolio analyst, you must be able to maneuver through complex data (both structured and unstructured) and analyze it to ensure accuracy.
  2. Communication Skills – As a portfolio analyst, you will need to effectively communicate with the client in order to understand their needs and explain them clearly.
  3. Attention to Detail & Accuracy – As a portfolio analyst, you will need to be very detail-oriented and extremely careful when creating your reports. You will also need to ensure that your data is accurate and the analysis is sound.
  4. Creative Thinking & Problem Solving – As a portfolio analyst, you will need to be able to create new solutions to problems and come up with recommendations using the information you have gathered from your research.
  5. Process Management – A portfolio analyst must have excellent organizational skills as you must plan and manage all of your work on time and within budget restraints.
  6. Developing and Delivering Quality Work – As a portfolio analyst, you should have a genuine interest in the work you are doing. You must develop reports in a way that is easy for your client to decipher and understand. This requires clear writing and excellent presentation skills.
  7. Competitiveness – A portfolio analyst should be competitive as it is essential to be proactive in what you do. Make sure your work shows that you are an expert at analytical reporting and data analysis to remain competitive in the industry as there will be plenty of applicants for the position.
  8. Multi-platform working – As a portfolio analyst, you will need to be proficient and trained in other operating systems such as Microsoft Office, SPSS, R, and SAS. Also, most analysts have knowledge of Windows and Unix/Linux.
  9. Analytical Skills – This skill requires good analytical abilities, in particular you need to be able to use logic and reasoning as well as having excellent problem-solving skills.
  10. Communication Skills – Communication is the key to any job. As a portfolio analyst you will need to be able to communicate clearly and effectively with all colleagues and clients.
  11. Process Management – As a portfolio analyst, you will need excellent organizational skills as you must plan and manage all of your work on time and within budget restraints. This is achieved through effective time management, ability to work under pressure, ability to multitask and organization of all tasks.
  12. Decision Making – As a portfolio analyst you will be faced with many decisions that will affect the outcome of your work. The ability to make good and informed decision quickly is a great skill to have within this profession.
  13. Integrated Software Skills – As a portfolio analyst the ability to use integrated software packages is a must. This shows that an analyst is knowledgeable in all aspects of reporting and has high-level skills in using integrated software platforms.
  14. Financial, Economic & Market Knowledge – A portfolio analyst must have an in-depth understanding of the financial market and economic factors. This will include a strong knowledge of financial markets, securities, investor behavior, portfolio management and investment research.
  15. Financial Software Skills – As a portfolio analyst you will need to be able to use industry specific software for your reports. It is essential that an analyst has experience using relevant software packages within their industry (such as SPSS, SAS and/or R).

Tips to write a Portfolio Analyst Resume Summary:

A summary will demonstrate initiative and will also allow the hiring manager to quickly see if your skills match their job requirements. You can highlight your most relevant skills and experience by paying attention to key words in the job posting.

Your summary should be clear, concise and direct – a hiring manager should not have trouble understanding it.


  1. Identify the key words in the job description
  2. Create a list of skills and experience that directly relates to each key word
  3. Refer to this list when creating your summary
  4. Include a key word as the first word in each paragraph, and the same key word in the last sentence
  5. Bold the key words to make them stand out
    You can display your experience by using keywords you want to highlight, or even underlines in bold!
    A good Portfolio Analyst Resume Summary should be about 3-4 lines long. The length of your summary depends on the industry you are applying for. If you’re applying for an internship, you might want to keep it short and sweet – keep it simple and concise.

How to write a Portfolio Analyst Resume with No experience:

  1. Customize your resume to the job you are applying for, so that you know the content of the resume will impress whoever reviews it.
  2. Tailor your resume to the job, you’re applying for.
  3. List experience related to that job in detail, if any exist.
  4. Be specific about the responsibilities of the job.
  5. Remember to include qualifications, achievements and special skills in your Portfolio Analyst Resume.
  6. Consider a career change? In that case, you should spend some time thinking about what it was like to work with previous employers.
  7. Never submit a Portfolio Analyst Resume with spelling and grammar errors.
  8. Don’t have much experience, or have gaps in your work history? If yes, you should re-think your career change.
  9. List out the responsibilities you had in each position, but give your resume a more polished look by describing them in an organized manner that is structured to highlight your skills and achievements most effectively so the reader can quickly grasp your potential as an employee for the position you are applying for.
  10. Include specific achievements and results.
  11. List out the skills and abilities that are transferrable from your current employment to the position that you are applying for, but paint a picture of how those skills can be utilized in that position.
  12. Link your Portfolio Analyst Resume with a writing guide, so you can find applicable examples of how to effectively tailor your resume to a particular job posting or industry trends.

How to write a Portfolio Analyst Cover Letter:

  1. Assess the company:
    Carefully assess the companies you will be sending your resume to. DO YOUR HOMEWORK. Look at their website, blog, twitter account, try to get as much information as possible. This can not only help you tailor your cover letter and resume specifically to them, but it can also help you decide whether or not you actually want to work there in the first place!
  2. Do not make the cover letter and resume carbon copies:
    No two companies need the same thing. Do not just use one template you found online and send it out to apply for jobs. If they ask for a resume, do not just copy and paste your cover letter onto that. Tailor what you are sending specifically to them!
  3. Get inspiration from other resumes:
    The cover letter is not the only thing you are sending out to a company. You are also sending your resume. So find other people that have been successful in getting the job they applied for and see what they sent that made them stand out. Those should be the same type of things you should be doing to make yourself stand out!
  4. Tailor on a job-by-job basis:
    You do not want to re-write the same thing just for every job and industry you apply to. Tailor what you are sending exactly for the type of company and position you are applying for.
  5. Use bold and italics in your cover letter:
    Make it stand out and make sure it stands out! Bolded or italicized letters can be a great way to catch an employer’s eye without taking up too much space in the body of your letter itself.

Key Takeaways:

  • Tell a story, focus on achievements
  • Customize to the job description and highlight your skills
  • Use keywords from the job posting throughout your resume
  • Consider using a functional layout
  • Include education, skills and interests

knowledge to build a job-winning Portfolio Analyst Resume or curriculum vitae. In case if you want to know about the types of resume formats used in the current job market. We are happy to give you the full details about the “resume formats” for your next job.


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