Assistant Portfolio Manager Sample Resume Format in Word Free Download -->

Assistant Portfolio Manager Sample Resume Format in Word Free Download

Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download


Olivia Carte

2 Stephenwood Drive                                                 Cell:  410-350-4511                  Birningham, NY 12521                       Carte.Olivia@hotmail.com                                                                                                                          
OBJECTIVE

A challenging and rewarding position as an Executive Assistant 


SKILLS

·        Strong computer skills utilizing Microsoft Office and extensive internet research
·        Preparation of internal and external correspondence
·        Coordination of meetings, programs and events
·        Accurate maintenance and tracking of records
·        Expertise in multitasking, organizing, analyzing and prioritizing in a fast-paced environment
·        Coordination and production of marketing materials
·        Maintenance of calendars and schedules
·        Excellent work ethic which is detail oriented and capable of working independently and under pressure
·        Expertise in interpersonal communication and client servicing
·        Financial reporting, budgeting and AR/AP


EXPERIENCE

Drake Asset Management LLC                                                                Glen Head, NY
Assistant Portfolio Manager/Trader                                                                 2005-2010
·        Portfolio Manager and Trader for two diversified equity hedge funds utilizing electronic trading programs and broker executions for equity and option trading.
·        Developed new trading relationships and strengthened existing broker and client relationships.


Amivest Capital Management                                                                      Melville, NY
A subsidiary of North Fork Bancorporation                                               2000 - 2005
AVP, Portfolio Manager, Trader and Trust Officer                                   
·        Member of the NFB Asset Builder Investment Strategy Committee which was responsible for analysis of markets, asset allocation and strategic planning for Amivest clients and North Fork Bank’s Trust accounts.

East Shore Partners, Inc.                                                                          Hauppauge, NY Trading and Portfolio Assistant                                                                        1996 – 2000

Previous employments included Equity Trading for Sun America Asset Management and Institutional Equity Sales at Merrill Lynch and Executive Assistant to the Chairman at Wells, Rich, Greene, Inc.


EDUCATION

Rosemont College                                                                    Rosemont, Pennsylvania                      Concentration in Biology
Adelphi University                                                                                 Garden City,NY
Graduated Cum Laude, B.F.A. 
New York University                                                                               New York, NY
Economics
Long Island University, C.W. Post Campus                                Brookville, NY
Certified Financial Planner course
Hofstra University                                                                                    Uniondale, NY
Volunteerism and Non-Profit course
                                                                                   

ACTIVITIES

·        Junior League of Long Island member for over 15 years.
·        Sitting member of the JLLI Sustainer Board of Directors coordinating events planning for over 200 members.
·        Professional Calligrapher associated with event planners.
·        Former President of Altus Investment Club
·        Former member of the Executive Women’s Golf Association


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