Portfolio Administrator Resume

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Here is the Portfolio Administrator Resume example:

James Hall

3783 Goff Avenue

Mattawan, MI 49071

(555)-555-5555

[email]

Job Objective Looking for work as a Portfolio Administrator today in order to further advance my skills in the industry.

Highlights of Qualifications:

Remarkable experience in interfacing with commercial relationships
Huge knowledge of commercial and real estate underwriting and credit analysis
Deep knowledge of operational and trading activities
Familiarity with investment management and mutual funds
Outstanding ability to work in a team with minimum supervision
Superior accounting skills

Professional Experience:

Portfolio Administrator

First Horizon, Mattawan, MI

November 2007 – Present

Maintained client position and transaction data.
Managed reporting of client performance.
Executed daily operational tasks.
Formulated investment performance materials.
Aided client to formulate firm and custodian paperwork.
Coordinated with Portfolio Manager and Investment Team.

Portfolio Administrator

Robert Half Finance & Accounting US, Mattawan, MI

December 2003 – October 2007

Managed client and accountant queries.
Aided recurring and ad hoc requests.
Coordinated with various managers and custodians.
Formulated monthly and quarterly reports.
Collaborated with all levels of management and collected quarterly management fees.

Education

Bachelor’s Degree in Accounting

Edward Waters College, Jacksonville, FL