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Portfolio assistant skills for your resume and career

Updated January 8, 2025

4 min read

Below we've compiled a list of the most critical portfolio assistant skills. We ranked the top skills for portfolio assistants based on the percentage of resumes they appeared on. For example, 11.8% of portfolio assistant resumes contained financial statements as a skill. Continue reading to find out what skills a portfolio assistant needs to be successful in the workplace.

15 portfolio assistant skills for your resume and career

1. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how portfolio assistants use financial statements:

Analyzed financial statements researched bonds as well as assessed technical models.
Modeled projected financial statements and performed risk and sensitivity analysis.

2. Portfolio Management

Here's how portfolio assistants use portfolio management:

Attended research meetings, prepared spreadsheet analyses, facilitated portfolio management systems and performed general administrative duties for Senior Portfolio Manager.
Created compelling board presentations for senior portfolio management team, distributing information on highly sensitive trade sheets and research.

3. Fixed Income

Here's how portfolio assistants use fixed income:

Initiated, monitored and closed fixed income security loans under changing market conditions.
Worked with Portfolio Managers investing in Global Sector Rotation Group, which invests in fixed income securities worldwide for institutional clients.

4. Securities

Here's how portfolio assistants use securities:

Analyzed market conditions, macroeconomic trends, legislation affecting eligible securities, and other investments parameters.
Communicated with Valuation Committee members regarding fair valuation of securities within OFI portfolios.

5. Equity Research

Here's how portfolio assistants use equity research:

Conducted equity research through FactSet and Bloomberg; presented investment recommendations to portfolio managers.

6. Equities

Here's how portfolio assistants use equities:

Traded an event driven, dollar neutral, ($100 mm) a side portfolio of global equities and derivatives.
Monitored foreign and domestic equities, corporate bonds, interest rate swaps and derivatives pricing.

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7. Derivative

Here's how portfolio assistants use derivative:

Traded and managed commodity portfolio focusing on energy futures and derivatives in natural gas, crude oil and electricity.
Generate returns, enhance portfolio performance & reduce volatility through derivative overlay, hedging & asset / liability management.

8. Client Accounts

Here's how portfolio assistants use client accounts:

Reconciled monthly bank statements of net values totaling approximately $50 million for the institutional and private client accounts.
Worked on special investment projects for managers, monitored client cash positions and reconciled 300+ client accounts monthly.

9. Bloomberg

Bloomberg is a news company that provides real-time and historical prices, financial data, news and insights, stock analysis and trends, as well as information and reports on the entire economy. Bloomberg harnesses the power of technology to connect the world's decision-makers with accurate financial market intelligence and help them make faster, smarter decisions.

Here's how portfolio assistants use bloomberg:

Utilized Bloomberg and Perform to create reports that monitor credits and derivatives.
Performed scenario analysis and security evaluation using Bloomberg and Yield Book.

10. Performance Reports

Here's how portfolio assistants use performance reports:

Created customized investment portfolio performance reports for clients' quarterly and annual review of investment portfolios.
Produced monthly performance reports and assisted clients with concerns regarding monthly statements.

11. FactSet

Here's how portfolio assistants use factset:

Created relevant economic charts utilizing FactSet, Ibbotson's EnCorr Analyzer and/or Morningstar Direct.

12. Investment Strategies

The investment strategy is a term used in finance that refers to a set of rules that helps individual investors to make the right decisions to achieve their financial goals. The investment strategies are made after having a closer look at the future needs of the assets, lifestyle, risk tolerance, financial situations, and expected returns.

Here's how portfolio assistants use investment strategies:

Responded to client and consultant inquiries regarding portfolio specific issues including investment strategies and outlook.
Interacted with brokers and portfolio managers on investment strategies and investment decisions.

13. Client Portfolios

Here's how portfolio assistants use client portfolios:

Analyzed, researched, and determined client portfolios of stocks, bonds, and other investment instruments for appropriate management.
Recognized for establishing and maintaining several major high dollar client portfolios totaling well over $20,000,000 in diversified assets.

14. Bank Secrecy Act

Here's how portfolio assistants use bank secrecy act:

Full compliance with Bank Secrecy Act (BSA) and financial industry regulations and all local and federal applicable legislation.

15. Cash Flow Analysis

Here's how portfolio assistants use cash flow analysis:

Created tax-aware and exempt cash flow analysis reports.
Research and prepare approval request memos, annual reviews, renewals, spread financials and cash flow analysis.

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What skills help Portfolio Assistants find jobs?

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List of portfolio assistant skills to add to your resume

The most important skills for a portfolio assistant resume and required skills for a portfolio assistant to have include:

Financial Statements
Portfolio Management
Fixed Income
Securities
Equity Research
Equities
Derivative
Client Accounts
Bloomberg
Performance Reports
FactSet
Investment Strategies
Client Portfolios
Bank Secrecy Act
Cash Flow Analysis
Client Service
Client Reports

PowerPoint
Presentation Materials
Real Estate
Conference Calls
Investment Portfolios
Client Inquiries
Travel Arrangements
Client Presentations
Morningstar
Administrative Functions
Administrative Assistance
Administrative Tasks
Corporate Actions
Account Maintenance
Trade Orders
Investment Management
Analytical Support

Financial Models
Expense Reports
Financial Reports
Performance Reviews
Portfolio Holdings
Risk Management
Account Performance
Institutional Accounts
Balance Sheet
Performance Analysis
Portfolio Performance
Trade Execution
Client Relationships
Fund Performance
Institutional Clients

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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