Assistant Portfolio Manager Resume Sample

Dennis Akins
1272 Providence Lane
Pasadena, CA 91104
(123)-264-4631
[email]

Job Objective To use my abilities and skills and gain employment as Associate Profile Administrator.

Highlights of Qualifications:

Wide encounter in capital markets and portfolio management
Profound understanding of financing models and relationship management
Panoptic understanding of account servicing and retail environment
Thorough understanding of residential leasing and financial services
Immense capability to understand property management
Technical capability to use modeling packages including SAS
Professional Experience:

Assistant Profile Manager
First Niagara, Pasadena, CA
November 2014 – Present

Responsibilities:

Assisted in portfolio statistics and AUM confirming.
Evaluated credit score top quality and applied efficiency confirming.
Documented finance records and produced customer reviews.
Participated in manufacture of info on RFP demands.
Supported unique tasks and have helped service.
Evaluated find value levels out and investible resources.
Portfolio Analyst
Invenergy, Pasadena, CA
August 2012 – Oct 2014

Responsibilities:

Formulated credit score threat strategies to support bank cards acquisitions.
Reviewed credit score tests for improvement of program efficiency.
Assisted in leveraging of mathematical techniques for history of credit score assignments.
Analyzed MIS commentary for market changes and connections.
Maintained credit score threat and performed internal audits.
Conducted analytical assessments for optimization of customer encounter.
Portfolio Associate
Index Fund Advisors, Inc., Pasadena, CA
May 2009 – July 2012

Responsibilities:

Assisted in portfolio statistics and AUM confirming.
Evaluated credit score top quality and applied efficiency confirming.
Documented finance records and produced customer reviews.
Participated in manufacture of info on RFP demands.
Supported unique tasks and have helped service.
Evaluated find value levels out and investible resources.
Portfolio Analyst
Invenergy, Pasadena, CA
August 2012 – Oct 2014

Education

Master’s Degree in Finance
Pacific Oaks College, Pasadena, CA

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