Portfolio Manager CV Sample

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Justin Kevin

Portfolio Manager

Summary

Multi-talented Portfolio Manager highly effective at utilizing diverse financial expertise to take on challenging objectives and achieve remarkable results. Bringing 6 years of experience in banking, financial planning and portfolio management. Enthusiastic about programming for finance, FinTech and AI.

Skills

  • Microsoft Excel
  • Power BI
  • MS Powerpoint and Word
  • VBA
  • Python
  • Financial Modeling and Analysis
  • Portfolio Management

Work Experience

Portfolio Manager

Grower Fintech Solution

Present

  • Managing assets, monitoring operational and capital expenditures with the objective of preserving and increasing value
  • Creating the annual budget and forecasts
  • Providing the information to external users and monitoring compliance with debt covenants
  • Managing analysis and controlling team

Analyst

Fino Tech Solutions

Jun 2018

  • Calculating and issuing financial and operating metrics
  • Benchmarking and variance analysis 
  • Providing financial analysis as needed, in particular for capital investments 

Financial Consultant

Avon Finance

Mar 2018

  • Providing money management, banking and retirement planning services
  • Providing health and life insurance solutions

Junior Corporate Banker

JBC Bank

Sep 2013

  • Providing a range of tailored banking services, in particular loans, deposits of certificates and other operational services 

Intern

Grow Finance

Aug 2011

  • Preparing and authorizing declarations according to Customs Commodity Cost Reserve Method

Education

M.Sc. in Business Administration

San Jose State University

Sep 2015


Bachelor of Business Adminstration

Northeastern University

Aug 2011


Languages

  • English
  • French
  • Arabic
  • German

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