Portfolio Analyst Resume

SUMMARY

Strategic Portfolio Analyst adept at meeting client allocation requirements and identifying fixed income options to diversify portfolios. Well - versed in communicating complex financial information in simplified terms to assist clients in decision-making while building strong professional rapport. Eager to fulfill a role in which to utilize 5+ years of financial expertise to add an invaluable new facet to a quality team.

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Portfolio Analyst

Confidential

Responsibilities:

Manage client portfolios totaling nearly $1 Billion
Trusted Advisor to senior management and teams responsible for aligning people, processes and business systems with operational and strategic objectives.
Lead several transformation initiatives for the firm including the creation of our investment committee.
Conduct financial analyses, advise on investments/investment strategy, and all other areas of our clients' financial situations.
Explain and defend investment recommendations to managers and clients.
Construct asset allocations and overall investment strategies for the firm and clients.
Collaborated with managers to make changes in processes that helped the firm grow by over 20% in total revenue.
Prepare periodic and special reports. Such as cash reports, insufficient funds reports, negative balance reports, and more.
Master all areas of both CSRS and FERS Federal Employee benefits systems and provide education and financial planning for active and retired Federal executives and managers.
Evaluate portfolio performance and risk exposure to support client investment success.
Adjust portfolio exposures to compensate for market conditions.

Financial Advisor

Confidential

Responsibilities:

Managed client accounts totaling near $10 million.
Followed a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results.
Consulted on risk management, retirement planning, insurance planning, and other critical financial strategies.
Conducted financial analyses and advise client on investments/investment strategies.
Researched rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.

Financial Advisor

Confidential

Responsibilities:

Assessed budget plans and present costs to forecast trends and recommend changes.
Managed client accounts totaling over $3 million.
Conducted financial analyses and advise client on investments/investment strategies.
Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
Performed specific and detailed financial analysis to align Clients' goals with investment portfolio.
Acted as a personal CFO for all of my clients and their families.
Handled all paperwork and administrative duties of account opening and maintenance.
Engaged clients in the financial planning process.