The Perfect Portfolio Manager Resume Writing Tips

Do you want to apply for a Portfolio Manager position to help you get closer to your career goals? Applying for jobs on Seek, LinkedIn, and other job boards can be a time-consuming process, however, to streamline the process, you can ensure your resume writing helps you to stand out from the crowd, and your online profile helps you to get an interview!

If a recruiter or hiring manager are looking for a Portfolio Manager, they are searching for specific transferable skills. With less than ten people being interviewed for the job and hundreds of people, just like you, applying, The Perfect Resume team have created Resume Writing Tips to help you stand out from the others.

What do recruiters look for in a Portfolio Manager resume or an online profile?

Tailoring your resume to a Portfolio Manager position is mandatory today to ensure that your application will pass Applicant Tracking Systems (ATS). In doing so, your resume will be read by the prospective employer. Then, fingers crossed, you will be shortlisted as a potential candidate and be called for not one, but multiple job interviews!

Firstly, before you apply to be a Portfolio Manager, you need to be acquainted with what a Portfolio Manager does!

Portfolio Managers handle the portfolios that are based on successful investment strategy, with the primary goal of generating a sufficient return on investment. Their clients may be individuals or institutional investors.

Hiring Managers are looking for a highly motivated Portfolio Manager to assist in crafting investment packages, managing client expectations, and transactions, and achieving our clients’ overall investment objectives.

To be successful as a Portfolio Manager, you should have knowledge of necessary Banking & Financial Services procedures, be open to learning, and have strong communication skills. Ultimately, a high performing Portfolio Manager should be able to achieve client's needs and efficiently and effectively work in a collaborative and fast-paced environment.

Knowing this, your resume and online profile should include the hard and soft skills that the recruiter or hiring manager is looking for in a candidate.

The Portfolio Manager position description template will also contain pivotal information about what the candidate will need to do daily. Such as:

• Generating an investment policy statement, outlining our clients’ investment objectives.
• Constructing successful investment portfolios informed by market conditions and economic trends.
• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
• Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
• Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Prospecting for new clients.
• Staying up to date with relevant investment and trading news, and economic trends.



You will also have some requirements and personal attributes that you will need to demonstrate in your resume to ensure your potential employer will take your application seriously, such as:

• Bachelor’s degree in business, economics, or finance.
• Professional certification as a Chartered Financial Analyst (CFA), or similar qualification, such as a CPA.

• 3 or more years’ professional portfolio management experience.
• Detailed understanding of capital markets.
• Exceptional analytical skills.
• Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).
• Excellent written and verbal communication skills.


You may also want to do some industry research to find out what other companies want in their Portfolio Managers.