Asset Manager Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

May 6, 2024

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Asset Manager Resume Sample (Full Text Version)

Nicholas Lundgren

Email address: hello@kickresume.com

Phone number: 555-555-5555

Resume summary

Dynamic and accomplished Chartered Asset Manager with a proven track record of utilizing critical thinking skills to effectively solve complex problems. Equipped with 3 years of hands-on experience in the field and a master's degree in Asset Management from Penn State University. A collaborative team player and natural leader committed to achieving exceptional academic results.

Work experience

07/2017 - 07/2020, Asset Manager, Lensky International, Ltd., Boston, MA, United States

Managed a $50 million multi-asset portfolio, overseeing annual budget development and monitoring.
Developed and executed marketing and sales strategies, maintaining client communication.
Identified and assessed potential investments, generating monthly reports and statements.
Negotiated contracts, represented the company at industry events, and supervised a team of 10 employees.
Recognized by company executives as a top-performing manager for surpassing all designated goals.

Education

09/2015 - 05/2017, Asset Management, Penn State University, State College, PA, United States

Attained a Master's degree in Asset Management
Achieved a GPA of 3.98

09/2011 - 05/2015, Business & Management, University of Glasgow, Glasgow, United Kingdom

Earned a Bachelor's degree with First Class Honours, ranking in the top 3% of the program.
Received the 2014 Dean's Award for outstanding academic achievement.
Active member of FinTech Society, Marketing Society, and TEDx Club.

09/2007 - 05/2011, High School, Bladins Gymnasium, Malmö, Sweden

Achieved the 2011 Best Graduate Award
Demonstrated exceptional academic performance
Recognized for outstanding achievements in high school duties
Received prestigious award for excellence in education

Skills

Languages

Swedish

English

Finnish

Software Skills

MS Office

Quicken Premier

Mint

Morningstar Portfolio Manager

Strengths

Ability to prioritize

Communication

Critical thinking

Decision making

Problem-solving

Leadership

Responsibility

Teamwork

Volunteering

09/2014 - 05/2015, Vice President, University of Glasgow TEDx Club, Glasgow, United Kingdom

Certificates

06/2017, Chartered Asset Manager, Global Academy of Finance

Hobbies

Exploring distant lands

Getting lost in a good book

Capturing moments

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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