Portfolio Manager CV Sample

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Justin Kevin

Portfolio Manager


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.


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

Work Experience

Portfolio Manager

Grower Fintech Solution


  • 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


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 


Grow Finance

Aug 2011

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


M.Sc. in Business Administration

San Jose State University

Sep 2015

Bachelor of Business Adminstration

Northeastern University

Aug 2011


  • English
  • French
  • Arabic
  • German

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