Portfolio Manager CV example

Are you ready to take the next step in your career with a new role as a portfolio manager?

These roles can be very rewarding but they can also be very competitive, so you need to go one step further to stand out.

You need an interview-worthy CV and we can help you to create just that with our detailed guide below. We’ve also created a portfolio manager CV example to inspire your own.

 

 

 

Portfolio Manager CV example

Portfolio Manager CV 1

Portfolio Manager CV 2

 

This CV example demonstrates the type of info you should be including within your Portfolio Manager CV, as well as how to format and layout the content in a way which looks professional and is easy for time-strapped recruiters to read.

This is the look and feel you should be aiming for, so remember to refer back to it throughout your CV writing process.

 

CV builder

 

Portfolio Manager CV format and structure

In a highly competitive job market, recruiters and employers are often inundated with applications. If they can’t find what they’re looking for in your CV quickly, they may skip past your application and move on to the next one in their inbox

So, it’s crucial to structure and format your CV in a way that enables them to find your essential details with ease, even if they’re pressed for time.

 

How to write a CV

 

Tips for formatting your Portfolio Manager CV

  • Length: Whether you’ve got one year or three decades of experience, your CV should never be more than two sides of A4. Recruiters are busy people who’re often juggling numerous roles and tasks, so they don’t have time to read lengthy applications. If you’re a recent graduate or don’t have much industry experience, one side of A4 is fine.
  • Readability: Help out time-strapped recruiters by formatting your CV for easy reading. Using lots of bullet points and lists will help them to skim through your info, while clearly formatted headings will allow them to navigate towards the content which is most useful to them.
  • Design & format: Your CV needs to look professional, sleek and easy to read. A subtle colour palette, clear font and simple design are generally best for this, as fancy designs are often harder to navigate.
  • Photos: Recruiters can’t factor in appearance, gender or race into the recruitment process, so a profile photo is not usually needed. However, creative employers do like to see them, so you can choose to include one if you think it will add value to your CV .

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

When writing your own CV, break up your CV content into the following key sections:

  • Name and contact details – Place them at the top of your CV, so that employers can easily get in touch.
  • CV profile – A punchy sales pitch of your key experience, skills and achievements to reel readers in.
  • Core skills section – A bullet-pointed snapshot of your abilities.
  • Work experience – A well-structured list of your relevant work experience.
  • Education – An overview of any relevant qualifications or professional training you have.
  • Hobbies and interests – A short description of any relevant hobbies or interests (optional).

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Write your contact details in the top corner of your CV, so that they’re easy to find but don’t take up too much space.

You only need to list your basic details, such as:

  • Mobile number
  • Email address
  • Location – Don’t list your full address. Your town or city, such as ‘Norwich’ or ‘Coventry’ is perfect.
  • LinkedIn profile or portfolio URL – Remember to update these before listing them on an application.

 

Portfolio Manager CV Profile

Recruiters and hiring managers are busy, so it’s essential to catch their attention from the get-go.

A strong introductory profile (or personal statement, for junior candidates) at the top of the CV is the first thing they’ll read, so it’s a great chance to make an impression.

It should be a short but punchy summary of your key skills, relevant experience and accomplishments.

Ultimately, it should explain why you’re a great fit for the role you’re applying for and inspire recruiters to read the rest of your CV.

 

CV profile

 

How to write a good CV profile:

  • Make it short and sharp: When it comes to CV profile length, less is more, as recruiters are often time-strapped. Aim for around of 3-5 persuasive lines.
  • Tailor it: Recruiters can spot a generic, mass-produced CV at a glance – and they certainly won’t be impressed! Before you write your profile (and CV as a whole), read through the job advert and make a list of any skills, knowledge and experience required. You should then incorporate your findings throughout your profile and the rest of your CV.
  • Don’t add an objective: Leave your career objectives or goals out of your profile. You only have limited space to work with, so they’re best suited to your cover letter.
  • Avoid generic phrases: Cheesy clichès and generic phrases won’t impress recruiters, who read the same statements several times per day. Impress them with your skill-set, experience and accomplishments instead!

 

Example CV profile for Portfolio Manager

Results-driven Portfolio Manager with a successful 30-year career developing investment strategy and managing high-value investment portfolios for leading asset management companies and banks. Holds a master’s in business administration with demonstrated success in reducing portfolio volatility and training junior analysts on data-driven asset management. FCA-Certified Financial Analyst, highly skilled in optimising investments through extended market research and financial modelling.

 

What to include in your Portfolio Manager CV profile?

  • Experience overview: Start with a brief summary of your relevant experience so far. How many years experience do you have? What type of companies have you worked for? What industries/sectors have you worked in? What are your specialisms?
  • Targeted skills: Make your most relevant Portfolio Manager key skills clear in your profile. These should be tailored to the specific role you’re applying for – so make sure to check the job description first, and aim to match their requirements as closely as you can.
  • Important qualifications: If the jobs you are applying to require candidates to have certain qualifications, then you must add them in your profile to ensure they are seen by hiring managers.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

In addition to your CV profile, your core skills section provides an easily digestible snapshot of your skills – perfect for grabbing the attention of busy hiring managers.

As Portfolio Manager jobs might receive a huge pile of applications, this is a great way to stand out and show off your suitability for the role.

It should be made up of 2-3 columns of bullet points and be made up of skills that are highly relevant to the jobs you are targeting.

 

Core skills section CV

 

Important skills for your Portfolio Manager CV

Investment Analysis – Conducting in-depth research and analysis of investment opportunities, including stocks, bonds, and other asset classes.

Asset Allocation – Strategically allocating assets within portfolios to achieve client objectives while managing risk.

Risk Management – Assessing and mitigating portfolio risks, including market volatility, credit risk, and liquidity risk.

Financial Modelling – Creating and analysing financial models to project investment performance and assess potential scenarios.

Portfolio Optimisation – Using optimisation techniques to construct diversified portfolios that maximise returns for a given level of risk.

Performance Evaluation – Measuring and evaluating portfolio performance against benchmarks and client goals.

Derivatives Trading – Trading financial derivatives, such as options and futures, to hedge risk or enhance portfolio returns.

Fixed Income Analysis – Analysing fixed income securities, including bond pricing, credit analysis, and yield curve dynamics.

Quantitative Analysis – Using quantitative methods and tools to support investment decisions and risk management.

Regulatory Compliance – Utilising knowledge of financial regulations, including FCA (Financial Conduct Authority) guidelines, to ensure portfolio management practices comply with legal and ethical standards.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience

Next up is your work experience section, which is normally the longest part of your CV.

Start with your current (or most recent) job and work your way backwards through your experience.

Can’t fit all your roles? Allow more space for your recent career history and shorten down descriptions for your older roles.

 
Work experience
 

Structuring each job

Whilst writing your CV, it’s essential to look at it from the eyes of a recruiter.

If they’re met with giant blocks of text which are impossible to navigate, they might get frustrated and skip onto the next CV.

Instead, make use of the 3-step structure shown below, to give them a pleasant reading experience.

 
Role descriptions
 

Outline

Start with a 1-2 sentence summary of your role as a whole, detailing what the goal of your position was, who you reported to or managed, and the type of organisation you worked for.

 

Key responsibilities

Using easy-to-read bullet points, note down your day-to-day responsibilities in the role.

Make sure to showcase how you used your hard sector skills and knowledge.

 

Key achievements

Finish off by showcasing 1-3 key achievements made within the role.

This could be anything that had a positive effect on your company, clients or customers, such as saving time or money, receiving exemplary feedback or receiving an award.

 

Sample job description for Portfolio Manager CV

Outline

Oversee the management of investment portfolios with a collective worth of £1.4 billion, specialising in equities and fixed income securities, at Stanton Investments, a leading asset management firm in London.

Key Responsibilities

  • Formulate and execute investment strategies aligned with client goals and risk tolerance
  • Conduct thorough financial analysis to identify attractive investment opportunities
  • Implement risk management strategies to safeguard client portfolios
  • Monitor global and domestic financial market trends to inform investment decisions

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

After your work experience, your education section should provide a detailed view of your academic background.

Begin with those most relevant to Portfolio Manager jobs, such as vocational training or degrees.
If you have space, you can also mention your academic qualifications, such as A-Levels and GCSEs.

Focus on the qualifications that are most relevant to the jobs you are applying for.

 

Hobbies and interests

The hobbies and interests CV section isn’t mandatory, so don’t worry if you’re out of room by this point.

However, if you have an interesting hobby, or an interest that could make you seem more suitable for the role, then certainly think about adding.

Be careful what you include though… Only consider hobbies that exhibit skills that are required for roles as a Portfolio Manager, or transferable workplace skills.

There is never any need to tell employers that you like to watch TV and eat out.

 

CV builder

 

Creating a strong Portfolio Manager CV requires a blend of punchy content, considered structure and format, and heavy tailoring.

By creating a punchy profile and core skills list, you’ll be able to hook recruiter’s attention and ensure your CV gets read.

Remember that research and relevance is the key to a good CV, so research your target roles before you start writing and pack your CV with relevant skills.

Best of luck with your next application!