Assistant Portfolio Manager Resume Samples

The Assistant Portfolio Manager works directly under the Portfolio Manager and undertakes various roles and responsibilities. A professional Assistant Portfolio Manager Resume indicates the following duties and tasks – taking part in the employee recruitment process, deciding the best-suited investment plans to suit different people according to their needs and requirements; explaining the clients about the benefit of investment plans, performing stock analysis, developing new portfolio management strategies, reviewing and assessing asset management strategies, performing analysis of credit policies, implementing financial systems to track commercial loan portfolio; and assessing financial conditions.

The most sought-after skills for the post include the following – strong communication skills to convey correctly the message to clients, ability to take unbiased decisions, ability to work under pressure, good decision-making skills; and excellent knowledge of the stock market. The candidate should be educated up to a Master’s level in order to work in this belt.

Assistant Portfolio Manager Resume example

Assistant Portfolio Manager Resume

Objective : Results oriented, dependable professional experience in Management, MultiFamily Housing (Affordable, ProjectBased Section 8, Housing Choice Section 8 and LIHTC), Project Management, Real Estate Assistant/Consultant, Property Location, Accounting, Housing Compliance and Audits, Quality Assurance and Customer Service.

Skills : Knowledge of purchase process, Responsiveness, Microsoft Office, Excel, Outlook.

Description :

    1. Fully accountable for the day to day property operations and overall management of a diverse portfolio.
    2. Preparation of annual CAM reconciliations.
    3. Analysis of CAM audits and billing.
    4. Monthly financial and operational reporting.
    5. Tenant Improvements - RFP, bid analysis, award, contract issuance, site inspections, and payments.
    6. Capital Projects - RFP, bid analysis, award, contract issuance, site inspections, payments.
    7. Monthly rent and CAM collection and analysis of delinquent rents.
    8. Leasing Transactions Supervision of Contractors, Vendors & on-site Employees.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Real Estate


Assistant Portfolio Manager/Executive Resume

Headline : Ten years of diverse positions in both residential and commercial property management, consumer and commercial product sales, and client services. Accountable management positions for real property assets in excess of $100 million dollars.

Skills : Marketing, Communication skills, Negotiation skills.

Description :

    1. Showing available apartments to prospective tenants.
    2. Moving new tenants in.
    3. Handling tenant issues and complaints.
    4. Conducting property inspections.
    5. Working with Fannie Mae properties.
    6. Signing new leases with Fannie Mae tenants.
    7. HOA property management.
    8. Attended HOA board meetings.
    9. Assessing properties; selecting and supervising vendors for repairs/improvements.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate


Sr. Assistant Portfolio Manager Resume

Summary : A bilingual professional seeking a challenging opportunity to contribute experience and skills to enhance and improve the productivity and success of any corporation.

Skills : Financial Modeling, Responsiveness, Knowledge of real estate market.

Description :

    1. Monitored and evaluated the financial and operating results of our investments on a daily basis.
    2. Worked and communicated with other departments to develop annual budgets, enhance the cash flow and profitability of the portfolio, and to ensure compliance with lender requirements, including providing all necessary reporting.
    3. Prepared, executed, and monitored operating budgets, ensure expense control, and maintained effective rental collections.
    4. Performed rental property inspections to ensure the visual cleanliness of the property and to maintain hazard-free conditions.
    5. Managed resident issues such as tenant notifications, HOAs, owners, leasing agents, neighbor disputes, renewal terms, and maintenance repairs.
    6. Processed move-in files; ensure all pages of the lease are executed, entered into YARDI, and copies were forwarded to appropriate parties.
    7. Supported and communicated company goals, initiatives, and programs, to keep associates informed and engaged.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Real Estate

Assistant Portfolio Manager III Resume

Headline : Multi-faceted, efficient and reliable accounting and administrative professional with 3+ years experience supporting all levels of staff members. Proficient in all of the standard office desktop software. Diversified skill sets covering administrative support, customer and client relations, writing, account management.

Skills : Communication skills, Negotiation skills, Bloomberg, Excel Spreadsheets, SQL.

Description :

    1. Report directly to CEO/CIO, helping manage AssetMark proprietary mutual funds.
    2. Analyze and manage investment risk and return profiles for institutional portfolios totaling $2 billion in market value.
    3. Specialize in bond trading and asset allocation on eight fixed income investment portfolios.
    4. Help identify and quantify macro drivers that best explain investment performance.
    5. Conduct quarterly due diligence on both traditional and non-traditional asset managers, leveraging custom factor models for returns-based attribution analysis.
    6. Collect, organize, and present quantitative analysis to the investment committee and fund stakeholders.
    7. Work with a team of analysts operating computer software and leading research to optimize investment decision making.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate

Assistant Portfolio Manager II Resume

Headline : Utilized extensive account management skills to consistently maintain an occupancy rate of 95% or more and delinquency rates of .03% or less. Effectively developed and implemented strategies to maximize lease renewals and maintain occupancy rates. Proficiently managed accounts receivable, posted charges and payments, and maintained the general ledger.

Skills : Excel, Word, Powerpoint, Knowledge of purchase process, Responsiveness.

Description :

    1. Utilize extensive account management skills to consistently maintain an occupancy rate of 95% or more and delinquency rates of .03% or less.
    2. Effectively develop and implement strategies to maximize lease renewals to maintain occupancy rates.
    3. Proficiently manage accounts receivable, post charges and payments, and maintain the general ledger.
    4. Play a key role in collection efforts, contacting clients with delinquent accounts to resolve payment issues.
    5. Address and resolve resident complaints promptly to ensure resident satisfaction.
    6. Respond to homeowner association violations or complaints to ensure compliance.
    7. Provide exceptional customer service while conducting new resident orientation sessions, and answer new resident questions or concerns.
    8. Efficiently manage vendor relations with landscapers, home improvement contractors, HVAC and plumbing contractors, electricians, etc., ensuring all repair and maintenance needs are met.
    9. CMA's Manage current and prospective resident information, ensuring accurate information.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate

Assistant Portfolio Manager I Resume

Headline : Extensive experience in customer/client services, business development and sales Client-focused management, organizational administration and business development skills Continuous improvement mentality with utilization of computer and innovative technology skills.

Skills : Microsoft Excel, Microsoft Word, Visual Basic, Strong communication, motivational and team-oriented leadership skills.

Description :

    1. Notice and review each property A/R's reports, approve notice before they get the post to the residents.
    2. Assign different responsibilities to each on-site, review weekly reports and receive every Friday and Monday of each week, prepare them to send these reports to the owners, with any clarification of standard vacancies.
    3. Review Manager's and Tenant's Incidents Reports, assign if there's an issue to prepare a 30/14 notice for the on-site to post.
    4. Make any corrections under notices, evictions, and deposits, reverse accounting.
    5. Coordinate meetings with on-site managers and portfolios every month with statistics regarding occupancy reports, issues, reports, and evaluations.
    6. Support Managers and work with a team in all aspects, make any clarification or educate as support with all Managers and Assistant Managers.
    7. Help residents on issues, can't on-site desire, prepare a plan to make any type of correction on the future and gain the opportunity to learn more under rules and regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate

Jr. Assistant Portfolio Manager Resume

Objective : A friendly and outgoing professional looking for a receptionist position. Offering strong secretarial skills, proven ability to provide fantastic customer service and ability to operate office equipment and computer systems to manage the front desk operations in the most efficient way.

Skills : Microsoft Excel, Microsoft Word, Visual Basic, Knowledge of real estate market.

Description :

    1. Supervised onsite staff and reported to various owners and institutional clients.
    2. Developed training programs for staff on preparing monthly financial reports, budgets, and escalations.
    3. Initiated marketing platforms to attract new business.
    4. Developed marketing strategies to decrease the vacancy rate.
    5. Approved all signage, variance reports, and budgets for the company portfolio.
    6. Monitor on-sites in hours and verify the accommodation on time off.
    7. Schedule by monthly and prepare any new hire on job opportunities in our portfolio.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Real Estate

Associate/Assistant Portfolio Manager Resume

Headline : Self-motivated professional, proficient in starting and following projects through to completion. Maintains positive attitude under pressure while working to build and improve team and client relationships. Extremely adaptable and interested in a challenging position emphasizing teamwork with other goal-oriented professionals.

Skills : Customer Service, Customer Relations, Relationship Building, Office Assistant, Payroll, Human Resources.

Description :

    1. Constructed portfolios and executed transactions for Private Bank clients.
    2. Conducted research on debt and equity securities and currencies.
    3. An active member of the Investment Committee.
    4. Wrote the Investment Committee report.
    5. Initially worked on the foreign exchange desk.
    6. Qualifying prospects, customer service, and complaints, collecting rent, managing and paying all bills, work orders, monthly meetings, unlawful detainers and all other tasks related to property management.
    7. Oversaw all fundraising and special events.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate

Assistant Portfolio Manager/Supervisor Resume

Headline : Multi-faceted, efficient and reliable accounting and administrative professional with 3+ years experience supporting all levels of staff members. Proficient in all of the standard office desktop software. Diversified skill sets covering administrative support, customer and client relations, writing, account management.

Skills : Knowledge of real estate market, Communication skills, Negotiation skills.

Description :

    1. Report directly to CEO/CIO, helping manage AssetMark proprietary mutual funds.
    2. Analyze and manage investment risk and return profiles for institutional portfolios totaling $2 billion in market value.
    3. Specialize in bond trading and asset allocation on eight fixed income investment portfolios.
    4. Help identify and quantify macro drivers that best explain investment performance.
    5. Conduct quarterly due diligence on both traditional and non-traditional asset managers, leveraging custom factor models for returns-based attribution analysis.
    6. Collect, organize, and present quantitative analysis to the investment committee and fund stakeholders.
    7. Work with a team of analysts operating computer software and leading research to optimize investment decision making.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate

Assistant Portfolio Manager Resume

Headline : A friendly and outgoing professional looking for a receptionist position. Offering strong secretarial skills, proven ability to provide fantastic customer service and ability to operate office equipment and computer systems to manage the front desk operations in the most efficient way.

Skills : Financial Analysis, Excel, VBA, Business Development.

Description :

    1. Provide continuous, high quality support to a portfolio manager with a property portfolio consisting of over 200 units throughout multiple communities.
    2. Communicate, both verbally and through writing, with current and prospective tenants, Matchbox employees, and members of the maintenance staff to quickly answer any questions or resolve any issues that arise.
    3. Field all property inquiries from prospective tenants through phone and email communication.
    4. Stay up to date on property information, features, and availability to assist in the leasing process and effectively market availabilities.
    5. Manage the scheduling of property showings and inspections.
    6. Complete move-out inspections to begin the maintenance turnover process, and then complete quality inspections after turnover to address any outstanding issues.
    7. Knowledge of the VRLTA lease, as well as all rules, regulations, and provisions in the standard lease used by Matchbox to assist in the leasing process.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Real Estate