Driven self-made Portfolio Manager with a track record of delivering a safe ROI of 10-30% for clients at "I Managed Other People's Portfolios." Excelled in financial analysis and client relations, effectively communicating market shifts and strategizing on wealth management. Proven ability in developing rebalancing strategies and enhancing client investment portfolios through meticulous economic forecasting and due diligence. Talented Portfolio Manager bringing 1 year of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive, and business audiences. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
I didn't do this in a firm or anything like that, but I basically managed other people's portfolio on my own, taking a 2.5% commission. I used Options to yield a nice, but safe ROI of 10-30%. While doing this I also;