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Portfolio Manager Resume

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Charles Bloomberg

San Francisco, USA

charlesbloomberg@gmail.com

(621) 799-5548

in/cbloomberg

PROFESSIONAL SUMMARY

Detail-oriented Portfolio Manager with extensive expertise in financial analysis, asset allocation, and risk management. Proven track record in maximizing returns and managing portfolios exceeding $200M. Strong strategic planner and data-driven decision-maker.

PROFESSIONAL Experience

Portfolio Manager | Company A

January 2020 — Present, San Francisco, USA

• Managed a diversified portfolio of assets totaling over $200 million, achieving an average annual return of 12% over the past 3 years.
• Developed and implemented strategic asset allocation models, reducing portfolio risk by 15% through the use of derivatives and hedging strategies.
• Conducted in-depth financial analysis on 150+ investment opportunities annually, leveraging Bloomberg Terminal and FactSet to identify high-yield investments.
• Coordinated with a team of 5 financial analysts to monitor and adjust portfolio holdings, resulting in a 20% increase in client satisfaction.
• Utilized advanced risk management tools and algorithms to ensure compliance with SEC regulations and internal policies.

Senior Investment Analyst | Company B

June 2017 — December 2019, Chicago, USA

• Conducted comprehensive market and security analysis for an $80 million equity and fixed income portfolio.
• Generated investment reports and projections using Excel, VBA, and Power BI, leading to informed decision-making processes.
• Managed client relationships, providing personalized investment strategies that resulted in a 25% growth in client portfolio values over 2 years.
• Implemented risk assessment measures and stress testing procedures to mitigate potential investment losses.

Investment Analyst | Company C

February 2015 — May 2017, Boston, USA

• Assisted in managing a portfolio worth $50 million using advanced statistical models and financial analysis.
• Researched and evaluated 100+ investment opportunities per quarter, producing detailed reports to support portfolio decisions.
• Enhanced portfolio performance by 10% through careful analysis and recommendation of stock and bond investments.

Junior Research Analyst | Company D

June 2013 — January 2015, Miami, USA

• Conducted fundamental and technical analysis on emerging market securities, providing insights that informed investment decisions.
• Maintained and updated financial models for 50+ companies, ensuring accuracy and reliability of data.
• Assisted in preparing client presentations and investment proposals, winning new business worth $5 million annually.

Education

Bachelor of Science in Finance | University of Pennsylvania

May 2013

Expert-Level Skills

Portfolio Management, Financial Analysis, Asset Allocation, Risk Management, Bloomberg Terminal, FactSet, VBA, Power BI, Data-Driven Decision Making, Client Relationship Management, Strategic Planning, Team Collaboration, Mentorship

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Career Contributor

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Avg. User Review

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