5 Portfolio Manager Resume Examples & Guide for 2023

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5 Portfolio Manager Resume Examples...

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Top Portfolio Manager sections that make the best resume

  • Header
  • Professional summary
  • Experience (with numbers & results)
  • Relevant skills
  • Education
  • Certifications

How to write a Portfolio Manager resume experience section

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Portfolio Manager Resume Experience Section: Dos and Don'ts
  • List 4-6 bullet points per position;
  • Include only relevant job experience;
  • Make sure to highlight your strongest skills by focusing on the challenges you’ve faced and the results you’ve achieved;
  • Don’t use buzzwords that carry no meaning;
  • Don’t share confidential information about your previous employers.

Looking for real-life examples of what a strong experience section looks like? Check out our suggestions below!

Work Experience
Energy Portfolio Manager
Renewable Power Company
2017-03 2022-02
  • Managed energy portfolio worth $100M+, resulting in an increase in gross margin by 10% YoY.
  • Developed and implemented hedging strategies that mitigated market price and volumetric risks and provided margin certainty.
  • Led the creation of an effective COGS module, providing timely and competitive COGS to review settlements with accounting.
  • Collaborated with data science and technology teams to develop in-house and out-sourced capabilities to mark, model, value, and forecast the portfolio.
  • Collaborated on the design and development of the ETRM system, which improved efficiency and accuracy of trading and risk management functions.
  • Developed and executed PPAs with developers, generators, and trading shops, resulting in a 15% reduction in energy procurement costs.
  • Established the company's seasonal hedging and risk management approach, which reduced earnings volatility by 20%.
Work Experience
Senior Portfolio Manager
Energy Supply Company
2012-05 2017-02
  • Increased revenue by 12% YoY by developing and implementing market-leading energy trading strategies.
  • Managed a range of exposures including energy, non-energy, capacity, basis, CRRs, and Ancillary Services, resulting in a reduction of risk exposure by 15%.
  • Developed a comprehensive understanding of PJM and NYISO markets and led the management of the related bi-lateral trading and scheduling activity.
  • Collaborated with data science and technology teams to develop new algorithms and models, resulting in a 10% reduction in hedging costs.
  • Developed a robust Market Risk Policy, which led to a 25% reduction in market risk.
  • Built a high-performing team, which led to an increase in team morale and a 20% improvement in productivity.
Work Experience
Portfolio Manager
Quantitative Investments LLC
01/2017 12/2022
  • Developed and implemented proprietary systematic trading strategies that outperformed the benchmark by 10% annually.
  • Reduced portfolio risk by 20% by integrating quantitative risk management techniques.
  • Collaborated with portfolio construction and risk management teams to optimize portfolio allocation.
  • Implemented strategies using Python and R programming languages.
  • Conducted comprehensive data analysis to identify and extract inefficiencies across markets.
Work Experience
Senior Quantitative Researcher
Hedge Fund XYZ
01/2015 12/2016
  • Developed trading strategies that generated annual returns of 20% above the benchmark.
  • Conducted extensive research on market inefficiencies and developed strategies to exploit them.
  • Implemented strategies using C++ and Python programming languages.
  • Collaborated with portfolio construction and risk management teams to optimize portfolio allocation.
  • Contributed to the development of a proprietary risk management system.
Work Experience
Portfolio Manager
Robbins Farley, LLC
January 2018 Present
  • Conducted market research and analysis to identify investment opportunities and risks.
  • Developed and implemented investment strategies based on clients' risk tolerance and financial goals.
  • Collaborated with cross-functional teams including research analysts, traders, and sales teams to execute trades and manage portfolios.
  • Built and maintained strong relationships with clients, providing regular updates and insights on portfolio performance.
  • Delivered strong investment returns for clients, exceeding benchmark performance.
Work Experience
Senior Portfolio Manager
ABC Capital Management
January 2015 December 2017
  • Conducted extensive credit research and analysis to identify investment opportunities and risks.
  • Developed and implemented investment strategies based on clients' investment policies and guidelines.
  • Collaborated with fixed income research team and traders to execute trades and manage portfolio.
  • Provided regular updates and performance analysis to clients and participated in client meetings.
  • Managed portfolio to achieve strong risk-adjusted returns while adhering to client-specific investment guidelines.
Work Experience
Portfolio Analyst
XYZ Investment Management
January 2013 December 2014
  • Conducted research and analysis on individual securities and market trends.
  • Monitored portfolio positions and provided recommendations to portfolio managers.
  • Participated in investment committee meetings and contributed to investment strategy discussions.
  • Collaborated with operations team to ensure accurate and timely reporting to clients.
  • Contributed to firm-wide research efforts, producing investment research reports and presenting findings to investment team.
pro tip icon

Include quantitative data throughout your Portfolio Manager resume to impress the hiring manager. Real facts and figures that show off your competency as an audit manager go a long way. Did you reduce the costs of audits? Manage a large team? Boosted efficiency? Show off the real numbers!

Action Verbs for your Portfolio Manager Resume

Action verbs (also known as power verbs) are great for describing your achievements and responsibilities. They highlight your skills and show you’re able to take responsibility. Use these gems to make your experience section shine!

Writing a Strong Skills Section for Your Portfolio Manager Resume

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Portfolio Manager Resume Skills Section Checklist:
  • Match your hard skills to the job description;
  • Add keywords to pass applicant tracking systems;
  • Don’t list soft skills such as ’teamwork’ – rather, mention how they’ve helped you gain success in some other sections of your Portfolio Manager resume;
  • List only skills you actually have, keep lying out of the picture.
Top skills for your portfolio manager resume

Financial Analysis

Investment Management

Portfolio Optimization

Risk Management

Asset Allocation

Performance Evaluation

Data Analysis

Quantitative Modeling


Bloomberg Terminal


Effective Communication


Problem Solving

Decision Making

Time Management


Client Relations

Attention to Detail



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When describing your experience, don’t go too far from its terminology. Recruiters use ATS systems to filter resumes based on them having certain keywords, so make sure you use at least a few keywords mentioned in the job description.

what to write in your resume header
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Portfolio Manager resume summary checklist:
  • Your total years of experience
  • The industry you’re coming from
  • One or two most remarkable accomplishments that have helped you - turn into a great professional
  • Short sentences that add value – avoid filler words and phrases
resume Summary Formula icon
Resume summary formula:
Resume Summary Formula: [Adjective] [job title] with [number] years of experience in [industry], a proven ability to [relevant, measurable skills], and a strong background in [relevant context of your work experience] seeks a position as [the job title you’re applying for].
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Your summary section should act as a professional taster. Use it wisely. Effectively convey your professional profile and let the hiring manager know that if they hire you, they won’t be disappointed. Make sure to include keywords from the job description too! Elaborate on your abilities further in your experience section. Again, cater to the job description.

A Professional Format for Your Portfolio Manager Resume

There are some aspects worth taking into consideration when choosing the format of your Portfolio Manager resume. These include the position and company you’re applying for, your total years of experience, whether you’ve been through some employment gaps, and so on.

Generally speaking, there are three basic resume formats for you to choose from:

The reverse-chronological resume format is just that: all your jobs listed in a reverse-chronological way, starting from the most recent and moving backward. It’s great for highly experienced professionals with over 10 years in the industry behind their backs. The reason for this: it’s almost entirely focused on experience and achievements.

The functional skills-based resume format, on the other hand, is just the opposite. It’s based on your skills, personality, and expertise. It highlights what you’re capable of even when you don’t have sufficient work experience. This makes it great for students, recent graduates, or people with larger career gaps.

If neither of these sounds like you, go for the combination resume format. It’s a combination of the best characteristics of other formats, which makes it great for showcasing different aspects of your career and education. It also gives you plenty of options to choose from – in terms of colors, structure, and sections.

Here are some more things worth remembering when it comes to formatting your Portfolio Manager resume:

Tired of getting rejected? Check out this article on how to craft a resume that stands out!

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