Portfolio Manager Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Portfolio Manager Resume Example (Full Text Version)

Elena Neacsu

Address: Splaiul Muncii 6A, 211694, Bucharest, Romania

Email address: elenaneacsu@gmail.com

Phone number: 021-318 6090

Web: www.elenaneacsu.com

Profile

Accomplished and award-winning Fund Manager recognized for delivering exceptional financial services and investment guidance. Possessing extensive experience and expertise in financial markets, adept at managing multi-asset portfolio accounts, providing investment recommendations, and conducting in-depth financial market research. Demonstrates strong analytical skills and thrives in high-pressure environments.

Work experience

10/2017 - 02/2019, Portfolio Manager, Cordwallis Group, Inc., Bucharest, Romania

Managed 120 multi-asset portfolio accounts totaling $200M, ensuring optimal investment performance.
Provided expert financial advice and investment recommendations to clients through phone and face-to-face consultations.
Identified and presented new investment opportunities to enhance returns and mitigate risks.
Recognized as the recipient of the prestigious 2018 Fund Manager of the Year Award for outstanding contributions to financial advisory and investment guidance.

06/2014 - 10/2017, Portfolio Manager, Venture Group, Inc., Stirling, United Kingdom

Oversaw $10M in client assets, achieving an exceptional yearly return of over 50% through strategic management of stocks and bonds.
Conducted thorough financial market research by analyzing micro/macro-economic factors, identifying new trends, and evaluating potential investment opportunities; communicated findings to senior management.
Mitigated investment risk by implementing established strategies such as portfolio diversification, resulting in a 10% reduction in unnecessary costs and fees.

Education

09/2010 - 05/2014, Accountancy and Finance, University of Stirling, Stirling, United Kingdom

Attained First Class Honours in Accountancy and Finance
Actively participated in clubs and societies including Basketball Club, European Society, and Political Society.

09/2006 - 05/2010, Gymnasium, Callatis Theoretical High School, Mangalia, Romania

Achieved graduation with distinction from Gymnasium
Demonstrated exceptional academic performance
Excelled in various subjects and extracurricular activities

Skills

Languages

Romanian

English

German

Computer Skills

Microsoft Office

StockMarketEye, FinFolio

ReconAdvantage

Asset Manager

Plus500

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Multitasking

Problem Solving

Certificates

05/2014, Portfolio Management Professional, Academy of Certified Portfolio Managers

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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