Portfolio Administrator Resume Sample

Ronan Cliff Portfolio Administrator

0016998215703

cliff523@hotmail.com

Knowledgeable portfolio administrator with an insight to market trends and experience of working with investors in the stock market. I have served as an account handler who knows where to invest and how to make the most of investments. I wish to work with big investors and handle big accounts so that I can prove my worth and make a place among market movers.

Professional Experience

Good luck Investments

Marketing Manager

(Jun 2013 to Present) 10 Years & 10 Months

I am responsible for handling equity investments.

I train teams of administrators and communicate with clients to get investments.

I also meet brokers for trade and ensure that our company clients get profitable investments.

Wall Street Keepers

Portfolio Administrator

(Feb 2006 to May 2013) 7 Years & 3 Months

I was responsible for creating workflow checklists to maintain team's functions uniformly.

I was also responsible for communicating with clients and investing capital in stocks.

I was in charge of a team of handlers and discussed different investment plans with them to attract clients and find investments.

Walter Investments

Portfolio Handler

(Apr 2002 to Jan 2006) 3 Years & 9 Months

I was responsible for handling regular clients and designing designs for them to allocate investments and introduce them to profitable venues.

I communicated with the different clients and discussed investment plans with them.

The stock market trends were something I had to keep a close eye on throughout.

Technical Skills

Team Building
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Communication
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Holdings
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Creating Reports
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Handling Electronics
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Software Knowledge
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Accounting Specifics
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Fund Handling
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Market Research
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Data Analysis
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Personal Skills

Education

Washington College

BS Finance

(Sep 1996 to May 2000)

A good student.

Riley High School

High School

(Aug 1995 to May 1996)

A good student.

Achievements

Investment Profits

I led a team of administrators and dealt with the investment of $1.2 million. It brought back profits of 60%, which was a huge success.

Clean System

I created an every day workflow checklist that helped in maintaining a proper process of the functions performed by the administrator team.

Personal

Nationality
United States
D.O.B
1978/05/23
Marital Status
Married
Driving License
Yes

Languages

English (US)

Native or Bilingual Proficiency