Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline

Anthony Acosta

Califon ,NJ

Summary

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.

Overview

2
2
years of professional experience

Work History

Portfolio Manager

I Managed Other People's Portfolios
08.2022 - Current

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;


  • Developed rebalancing strategies to minimize risk exposures.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Provided strategy advice to high net worth clients.
  • Facilitated portfolio performance review and implemented new strategies.
  • Utilized financial software to prepare consolidated financial statements.
  • Created financial dashboards to provide insights into key performance indicators.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Education

Bachelor of Arts - Finance

Montclair State University, Montclair, NJ
05.2027
  • Completed AP course in economics
  • 4.953 GPA
  • Extracurricular Activities: Wrestling
  • Extracurricular Activities: Soccer
  • Extracurricular Activities: Baseball
  • [Robotics Club] Member
  • Elected Captain of [Wrestling]

Skills

  • Annual performance reviews
  • Presentation Skills
  • Analyzing investment opportunities
  • Trading strategies
  • Financial Analysis
  • Wealth Management
  • Client Relations
  • Investment strategy
  • Client Relationship Management
  • Economic forecasting
  • Developing proposals
  • Due diligence

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved massively increasing client's portfolios with my trading strategy with accuracy and efficiency.

Languages

Spanish
Native or Bilingual
German
Limited Working
Italian
Limited Working

Timeline

Portfolio Manager - I Managed Other People's Portfolios
08.2022 - Current
Montclair State University - Bachelor of Arts, Finance
Anthony Acosta