Investment Manager CV

Posted in Resume Samples for Manager

In crafting an Investment Manager CV, it is imperative that you highlight your areas of expertise and experience to be able to convince potential clients. Impress the recruiter by presenting information such as experience in various investment management environments, corporate finance, capital investments, contract deals, offshore bonds, insurance, as well as an extensive exposure in the banking industry. You can include skills such as portfolio underwriting, contractor management, and marketing skills. A clean track record is a great advantage. Presenting a detailed summary of all professional experience in reflects credibility. Below is a sample CV of an Investment Manager for your perusal.

Dorian Mueller

Ap #533-1825 Scelerisque St., Ledbury, Herefordshire, F9R 1NO Date of Birth:August 29th, 1990

Email: [email] Mobile:07739 704021 Tel: 01462 121067

OBJECTIVE:
My main goal as an Investment Manager is place investments in fields with optimum performance in which growth outweighs the risks and all in accordance with the parameters set by the client. Equipped with strong background in the banking and insurance industry, as well as sharp investigative and analytical skills, I am positive that this objective can be achieved. Having been an Investment Manager in two different firms, I have always considered the clients’ best interests first in making financial judgments and settling transactions. Aside from this, I also aim to be constantly transparent in my dealings with clients and collaborate towards professional and financial growth.
SKILLS:
Hands on experience in managing client portfolio for banking sector

Remarkable knowledge of risk analysis process

Exceptional knowledge of offshore bonds and other investment funds

Ability to analyze all complex issues efficiently

Ability to interpret data and draw appropriate conclusions

Familiarity of various loan products

EDUCATIONAL BACKGROUND:
BA (Hons) in Accounting and Financial Management

Kingston University

Kingston Upon Thames

Sep 2008 – Jul 2011

A-levels: Economics, History, Mathematics, English Language

North Hertfordshire College

Stevenage

Oct 2006 – Jul 2008

GCSEs: Maths, Physics, English Language, Chemistry

Drayton Manor High School

Hanwell

Sep 2001 – Jul 2006

EMPLOYMENT HISTORY:
Sammons Group

Investment Manager

Merseyside

Sep 2012 – Till Date

  • Evaluated client valuation records and maintained accuracy of information.
  • Analyzed client investment objectives and ensured achievement through investment.
  • Coordinated with clients and provided appropriate advice.
  • Developed efficient IT systems to streamline business processes.
  • Maintained compliance to all organization policies and procedures.
  • Monitored client transactions and assisted clients with investments.
Smith & Williamson

Investment Manager

Greater London

Sep 2011 – Sep 2012

  • Prepared various trade files and maintained records for Asset Servicer.
  • Supervised meeting materials for third party and performed required investigations.
  • Administered everyday investment operations for data management activities.
  • Ensured compliance to all internal regulations and standards.
  • Developed and maintained relationships with all departments as client representative.
  • Performed research on all equities and collective investment funds from clients.
REFERENCES:
Bradley Morris

5818 Gravida. Street, Ross-on-Wye

Anglesey, RZ36 6GT

Mobile: 07880 850025

[email]

Cole Miranda

Ap #954-602 Id, St., Ross-on-Wye

Anglesey, RZ36 6GT

Mobile: 07990 612832

[email]

Dorian Mueller

Ap #533-1825 Scelerisque St., Ledbury, Herefordshire, F9R 1NO Date of Birth:August 29th, 1990

Email: [email] Mobile:07739 704021 Tel: 01462 121067

OBJECTIVE:
My main goal as an Investment Manager is place investments in fields with optimum performance in which growth outweighs the risks and all in accordance with the parameters set by the client. Equipped with strong background in the banking and insurance industry, as well as sharp investigative and analytical skills, I am positive that this objective can be achieved. Having been an Investment Manager in two different firms, I have always considered the clients’ best interests first in making financial judgments and settling transactions. Aside from this, I also aim to be constantly transparent in my dealings with clients and collaborate towards professional and financial growth.
SKILLS:
Hands on experience in managing client portfolio for banking sector

Remarkable knowledge of risk analysis process

Exceptional knowledge of offshore bonds and other investment funds

Ability to analyze all complex issues efficiently

Ability to interpret data and draw appropriate conclusions

Familiarity of various loan products

EDUCATIONAL BACKGROUND:
BA (Hons) in Accounting and Financial Management

Kingston University

Kingston Upon Thames

Sep 2008 – Jul 2011

A-levels: Economics, History, Mathematics, English Language

North Hertfordshire College

Stevenage

Oct 2006 – Jul 2008

GCSEs: Maths, Physics, English Language, Chemistry

Drayton Manor High School

Hanwell

Sep 2001 – Jul 2006

EMPLOYMENT HISTORY:
Sammons Group

Investment Manager

Merseyside

Sep 2012 – Till Date

  • Evaluated client valuation records and maintained accuracy of information.
  • Analyzed client investment objectives and ensured achievement through investment.
  • Coordinated with clients and provided appropriate advice.
  • Developed efficient IT systems to streamline business processes.
  • Maintained compliance to all organization policies and procedures.
  • Monitored client transactions and assisted clients with investments.
Smith & Williamson

Investment Manager

Greater London

Sep 2011 – Sep 2012

  • Prepared various trade files and maintained records for Asset Servicer.
  • Supervised meeting materials for third party and performed required investigations.
  • Administered everyday investment operations for data management activities.
  • Ensured compliance to all internal regulations and standards.
  • Developed and maintained relationships with all departments as client representative.
  • Performed research on all equities and collective investment funds from clients.
REFERENCES:
Bradley Morris

5818 Gravida. Street, Ross-on-Wye

Anglesey, RZ36 6GT

Mobile: 07880 850025

[email]

Cole Miranda

Ap #954-602 Id, St., Ross-on-Wye

Anglesey, RZ36 6GT

Mobile: 07990 612832

[email]


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