В этой статьей мы не будем вам рассказывать историю становления банков по всему миру. Этот материал для тех, кто уже имеет небольшой опыт работы в банковской среде, но решил расти дальше и стать сотрудником какого-нибудь международного банка. И первым шагом будет написание резюме на английском языке.

Banking Portfolio Manager

James Sharpe
9 Central Avenue.
Kansas City. MO 64112.
(816) 555-1212.
James@careerbrain.com

SUMMARY
A track record of outstanding performance in the sophisticated environments of Trust and Investment Banking. Management of both personal and institutional portfolios with total values exceeding $700 million. An adept analyst of such diverse industries as energy, metals, automobile, insurance, banking, electrical, and consumer goods.

OBJECTIVE
An opportunity where a professional whose successful loss control, profit preservation approach to portfolio management can make a meaningful contribution.

CAREER

An Investment Banking Company: Vice President, Institutional Portfolio Management. 1992-Present.
Heads investment management activities of the firm's 170-account Kansas office.
Reporting to Chairman.
Created more effective marketing and management of large accounts, by initiating a program that resulted in:
• Upgrading and expansion of professional staff.
• Personal management of firm's 17 largest accounts.
• Effective supervision of all staff activities and performance.
• Elevation to position as member of Corporate Board of Directors and Chair of Investment Strategy and Policy Group.

Kansas Trust Company: Wee President & Senior Portfolio Manager. 1988-1992.

Managed a broadly diversified account base of over 395 personal and institutional accounts with total value in excess of S950 million. Improved performance of accounts supervised, shortened turn-around time of customer requests for investment reviews, cementing relations with clients. Developed effective computerized methods for rapid analysis of investment diversification.

• Program consistently outperformed the S&P index, distilled stock guidance list of 500 firms to a value-oriented 20-35 companies.
• Reduced turn-around time on investment reviews by 30%.
• Reduced time spent in review analysis by 25% while improving review quality.

Morgan Guaranty (New York): Portfolio Manager. 1985 -1988.

Initially recruited as a Senior Investment Analyst in the energy stock area, was promoted to Portfolio Manager within 10 months.
• Hired, trained, supervised, and directed activities of additional analysts in related research coverage.
• Dramatically reduced energy stock holdings in November 1988, a move that produced sizable realized capital gains while avoiding the sell-off that followed.
• Instituted automation and software for analytical staff. Increased the number of potential investment opportunities by 21% without additional cost.

MBA, Columbia Business School MA, John Carroll University BA, John Carroll University

EDUCATION AND PERSONAL
Finance and Marketing
Economics
Economics

Willing to relocate.
References are available upon request.

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