Assistant Portfolio Manager Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

May 6, 2024

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Assistant Portfolio Manager Resume Example (Full Text Version)

Paulina Vinciunaite

Address: 2737 Colonial Drive, 77480, New Jersey, NJ, United States

Email address: paulinavinciunaite@gmail.com

Phone number: 817-707-3436

Web: www.paulinavinciunaite.com

Profile

Highly motivated and driven Assistant Portfolio Manager with a track record of achieving results in high-pressure, fast-paced business settings. Proficient in conducting financial modeling and analysis, devising innovative investment strategies, and overseeing client portfolios. Chartered Financial Analyst with strong critical thinking capabilities and exceptional time management skills. Seeking a challenging opportunity as an Assistant Portfolio Manager with a forward-thinking company.

Work experience

06/2017 - 05/2019, Assistant Portfolio Manager, VineBrook, LLC, New Jersey, NJ, United States

Conducted professional financial modeling and analysis, monitored clients' portfolios, and provided beneficial advice and recommendations to clients.
Developed and implemented new investment strategies and plans, traded securities, and performed detailed market research.
Completed monthly reports on the performance of investments and presented results and findings to managers.
Assisted Portfolio Managers in any duties as required and communicated with potential/existing clients via phone and/or email.
Recognized as Employee of the Month for achieving over 30% increase in returns on all assigned portfolios.

Education

09/2016 - 05/2017, Investment Management, Princeton University, Princeton, NJ, United States

Earned a Master's degree in Investment Management with a GPA of 3.96.
Demonstrated exceptional academic performance in Investment Management studies.

09/2012 - 05/2016, Economics & Finance, Indiana University Bloomington, Bloomington, IN, United States

Earned a Bachelor's degree with a GPA of 3.98, ranking in the top 5% of the program.
Awarded the 2015 Academic Excellence Award.
Actively participated in Economics Society, FinTech Society, and Marketing Society clubs and societies.

09/2008 - 05/2012, High School, Vilnius Minties Gymnasium, Vilnius, Lithuania

Achieved Graduation with Distinction, earning Grade 1 (equivalent to an A/excellent) in all four subjects
Awarded the Best Graduate Award in 2012

Skills

Languages

Lithuanian

English

Chinese

Computer Skills

Microsoft Office

Investment Account Manager

FutureAdvisor, SigFig

Master Investor 6

Quicken Premier 2019

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Critical Thinking

Teamwork

Time Management

Volunteering

09/2010 - 05/2012, Class President, Vilnius Minties Gymnasium, Vilnius, Lithuania

Certificates

02/2019, Chartered Financial Analyst, CFA Institute

01/2016, Driving Licence, Driving School

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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