Sample Resumes for Senior Portfolio Analyst

Sample Resumes for Senior Portfolio Analyst :

This is one of the sample resumes for Senior Portfolio Analyst.

Rawama Kant Jhhija
24 - Kashi Ram Road,
Loncoln Square.
Phone : 067761 - 23475887
Mob : 098779826547157
E-mail :

Summary Qualifications :

An experience of ten years as Financial Analyst in J.B. Financials and Investments which is a well diversified company with more than ten thousand clients throughout the world

Managing the Accounts and Investment portfolios, general planning, managing assets and taxation as well

Professional Experience :

  1. 1995 - Present : Senior Accounts Manager : JB Financial Analyst : Mumbai

    Responsibilities :

    Get prepared quarterly, half-yearly and annual balance-sheets and other financial reports and submit the same before the MD and after getting approved from the Management ensure its submission to the taxation authority

    Ensure the payment of advance tax in time and keep the clients aware to their financial liabilities

    Keep reconciled all the complex fixed asset accounts, generate ad-hoc reports and provide reports to management regarding significant income - expenditure fluctuation beyond the budget estimates

    Ensure the compliance of all the taxation norms and ensure to use all benefits of taxation as per the latest guidelines with the consent and knowledge of the higher management

    Ensure all corporate deadlines are met and information is presented in accordance with GAAP

    Coordinate with all other sections and ensue the observance of financial regulation as decided in the budget

  2. 1991- 1995 : Portfolio Analyst : City Accounts House : Mumbai

    Responsibilities :

    Maintaining general ledger and preparing quarterly and/or annual financial reports

    Submission of reports of overdue debtors, overdue delivery reports and discrepancy reports

    Reconciliation of bank statements and clients and accounts on monthly basis

    Evaluation of portfolio performance vis-à-vis the investment and getting prepared various financial / investment reports for investors and for the publication of magazine

    Getting prepared annual statutory report and submission complied taxation reports to the CMD

    Assist actively in budget process and prepared monthly, quarterly and annual depreciation expense schedules

Education :

ICFA : Institute of Chartered Finance Accounting : 2003 : Passes in the First Attempt

CFA : Institute of Finance : 1994 : Distinction in Foreign Exchange Paper

Senior Secondary : CBSE : 1988 : LOK Public School : Second merit holder in State

Other Personal Details :

Father’s Name : Mr. R.C. Jhalani

Date of Birth : 10th November - 1973

Nationality : Indian

Language known : Hindi and English

Health : Good and Non-smoker

References shall be furnished on request.


Focus on your achievements rather than your duties and responsibilities.

The employers want to see what you can do for them quickly and effectively. They hate difficult hiring and they like it to be as quick painless as possible. No Manager/Recruiter wants to sit down and read a resume that is simply a comprehensive listing of every work task a candidate has performed throughout his career. An effective resume should focus on achievements.

Sample Resumes for Senior Portfolio Analyst

Letter Asking A Donation
Letter Asking A Favor
Letter Asking for More Details
Letter Asking for Donations
Letter Denying of Dealership
Letter for Change of Address
Letter for Distributorship
Letter for Employment
Letter for Hotel Reservation
Letter for Letter of Credit
Letter for Line of Credit
Letter for Product Launch
Letter for Promotion
Letter for Retirement Congrats
Letter for Scholarship
Letter for Settlement of Bill
Letter for Tender
Letter for Testimonial
Letter of Agreement
Letter of Assurance
Letter of Credit
Letter of Enquiry
Letter of Order
Letter of Persuasion
Letter of Sympathy
Letter Offering Discount
Letter Related to Advertisement
Letter Related to Despatch
Letter Related to Training
Letter to A Foreign Buyer
Letter to Pen-Friend
Letter to Police
Letter with Order
Letter with Quotation
Letter Writing
Letters about Company Shares
Letters by Clubs and Societies
Letters by Landlords & Tenants
Letters for Appointment of Dealers
Letters for Business Relations
Letters for Buying and Selling
Letters for Credit & Collection
Letters for Foreign Travel
Letters for Lease & Tenancy
Letters for Loan & Borrowing
Letters for Transfer & Assignment
Letters for Insurance
Letters Noting Discrepancy
Letters of Condolence & Sorrow
Letters of Regret
Letters Regarding Maintenance
Letters Regarding Payment
Letters Related to Employees
Letters to Local Corporation
Letters to Postal Authorities
Letters to The Editor
Letters Used in Real Estate
Letters With Postal Department
Letters With Railways Authorities

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