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

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  • March 1, 2021Create Date
  • March 1, 2021Last Updated