Portfolio Manager CV Example

A stronger, more engaging portfolio manager CV gives you the best chance of success. It can help you pass the ATS CV screening stage and impress the recruiter or hiring manager, increasing your prospects of reaching the interview stage. We’ll now go through the key sections of a CV and explain how to write them strategically.

Key sections of a portfolio manager CV

How you approach writing your portfolio manager CV will vary according to your experience, your level and the details outlined in the job description.

However, no matter where you are in your career, a portfolio manager CV must present a clear, compelling narrative of your professional journey. To help you build that story, we’ll now break down the document piece-by-piece—from the initial contact header to your most significant career milestones.

CV Header

Start your portfolio manager CV with a header that features subtle, professional design elements and sets the tone for the document. Add your name, email address, phone number and location (your full address isn't normally needed). Additionally, listing your LinkedIn profile in your CV header can be valuable. It serves to provide more detailed information about your career journey, your qualifications and your industry standing, in an easily accessible way.

For jobs in the UK, a personal photo is usually not required on your CV. That, along with any other personal details such as age, gender, ethnicity and nationality, are generally discouraged under the terms of the Equality Act 2010, which aims to reduce and eliminate discriminatory practices, such as recruitment bias.

CV Summary

Below your contact information, a short, concise CV summary or CV objective can set the tone for your application and provide brief, basic information on your key skills and qualities that gives a strong indication to the reader about your suitability for the portfolio manager role. A CV summary focuses on your key skills and achievements, while a CV objective provides an alternative approach, showcasing your career ambitions and how the role fits with these. This makes a CV objective ideal for entry-level candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

An effective CV summary will focus on a few of the key skills required for the role and show how you've put them to good use in your career to date. You'll want to give the reader a good impression of your unique qualities and briefly provide evidence of their impact in previous roles. See below for an example of a strong portfolio manager CV summary, featuring quantifiable evidence of your impact and concise, easy-to-read sentences.

The portfolio manager CV summary above gives you an idea of what to avoid. The differences are subtle, yet significant. There are several factors that could make your summary less engaging. These include using long, poorly-structured sentences, failing to add evidence of your impact, being too generic with the skills you mention and not adapting your CV summary to specifically respond to the job description.

Work Experience

The work experience section of a CV is usually the most important part. Employers look for evidence of how you've developed and used your skills to good effect in your career to date, as an indication of your likely future performance. It's crucial to tailor your work experience section to match the requirements listed in the job description, using keywords and phrases so employers can easily see how well you fit the role and organisation.

List only your most relevant jobs, and go back up to 10 or 15 years, depending on your experience levels. List your job title, the name of the employer, its location and the dates you worked there. Also include bullet points for each entry, highlighting how you used your skills to add value for the employer.

Standing out with your CV work experience section means using action verbs and measurable outcomes to show the impact you made. You'll want to outline a progression in your skills development, and list evidence of the value you added. Take a look at an example of a strong portfolio manager CV work experience section below.

The example above shows what not to do with your portfolio manager CV work experience section. An unengaging work experience section could be too generic, focusing too much on day-to-day duties rather than skills and achievements. It could also fail to address the job description or lack evidence to show the impact you've made in your career to date.

Education and Qualifications

In your education section, list any formal qualifications you've gained, particularly those that are most recent or required for the role.

Portfolio manager roles typically require candidates to have a relevant university degree, and you'll want to showcase this in your CV to confirm your eligibility. Add your Bachelor of Science in Finance or another related degree that makes you an eligible candidate for the position, in your CV. If you have any other degrees or qualifications that highlight portfolio performance evaluation models, SQL database management proficiency or your most relevant skills, you could also add these.

When creating your education section, think about which qualifications are most relevant to the role, and list them in reverse-chronological order, starting with the most recent and working back from there. For each entry into your education section, add the qualification name and level, the institution or awarding body, its location and your dates of study or graduation. For extra emphasis on your education section, include bullet points showcasing projects you worked on, modules you studied, awards you won or societies you participated in, if they help you to prove you're a suitable candidate.

If you have any specialist certifications or licences that are necessary for the role, or help you stand out above other candidates, you may wish to mention them here. When adding any special licences, it's a good idea to also reference their expiry or renewal dates, if applicable.

Skills

A CV's skills section is the place to show the reader, in an easily accessible format, that you have the necessary skills for the job. Read the job description to understand the most essential skills, and create a list of both hard and soft skills, ensuring you include some of your strongest, most unique characteristics and qualities to set you apart from the competition. For a portfolio manager CV, it's essential to include relevant skills for the role that match your skill set, such as emotional intelligence and financial asset valuation modelling, to impress the reader and show you're qualified for the portfolio manager position.

Hard Skills

Hard and technical skills are the essential skills required for carrying out the everyday duties of the role. They might include specialist operation of certain software or equipment, or knowledge of certain industry standards and regulations. You could gain these skills via training, certifications or industry experience. For portfolio manager positions, hard skills that match your abilities, such as financial asset valuation modelling, and excel VBA programming expertise tend to be valued by recruiters and hiring managers. Firstly, check the job description, then add four or five key hard skills in your CV that help the employer to decide if you're a good fit for the role.

You'll want to include a list of hard skills that closely matches the skills listed as 'essential' or 'desirable' in the job description, while also reflecting your own strongest technical skills.

Take a look below to see the type of skills that are commonly listed in a portfolio manager CV hard skills section:

Soft Skills

Soft skills are distinct from hard skills and tend to reflect your inherent personal qualities and strengths. These are often more transferable to different roles, and help the reader understand your working style, and your likely fit to the team and the organisational culture. Transferable skills are among the most in-demand skills for employers, with rapidly changing and evolving ways of working requiring ever-more flexible and adaptable employees. Soft skills are also highly valuable for junior and entry-level positions, where candidates aren't expected to have a wealth of relevant work experience and career achievements.

Just like the hard skills section, begin by reviewing the job description to learn the most desirable soft skills to include in your portfolio manager CV. Only add soft skills that you can provide evidence for throughout your CV. Create a list of four or five transferable skills, combining the most essential skills from the job description with the skills that help you to stand out as a unique and compelling candidate for the position.

Below is a selection of soft skills regularly featured in a portfolio manager CV.

Languages

If you speak any languages in addition to your mother tongue, you might want to include them in your portfolio manager CV as a languages section. These can be valuable for your application, whether languages are specified as a requirement in the job description or not. List any foreign languages you speak, together with an indication of your proficiency level.

The methods for indicating your foreign language skills on your CV include assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

You could adopt the Common European Framework of Reference (CEFR), as this provides standardised levels to describe your competence, as follows:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications

Depending on the role you're applying for, and the type of qualifications you have, you might want to include a separate section for certifications, in addition to the education section. It can enhance your chances of success to show specific training and certifications. Not only do these prove you're qualified for the role, but they also indicate proactivity and a dedication to professional development. Furthermore, the CV certifications and training section is a great showcase for official licences and certifications when applying for roles where these are a key requirement listed in the job description. These could include positions where the use of specialist software and equipment is a routine part of your everyday responsibilities.

See below for a list of example certifications and licences you might add to your CV for portfolio manager roles:

Optional Sections

Including optional sections in addition to the core elements of your portfolio manager CV can help you provide further evidence of your suitability for the role. If you're struggling to show all the necessary skills for the job through your work experience or other core sections, optional sections can give your CV the boost it needs to progress you to the interview stage. This could be particularly helpful for entry-level candidates or career changers.

You’ll find more in-depth guidance on structuring your CV in our career resources, designed to help you present your skills as effectively as possible.

Hobbies and Interests

Hobbies and interests are a legitimate way to showcase your skills, if you have any hobbies relevant to the role. In addition, you can use hobbies and interests to show elements of your personality that might not shine through otherwise, giving you a chance to offer something different to most candidates. However, only mention hobbies and interests that are relevant to the role, and that help you prove skills that you haven't been able to show in your work experience or other CV sections.

Career Achievements

Creating a section for your achievements and awards can help you draw attention to the things you're most proud of in your career to date. In your list, add any awards you've won, industry recognition or key career milestones that tell a story about your suitability for the role and place you ahead of other candidates.

Volunteering

Another alternative to showcasing your skills and experience through work experience is by adding a volunteering section. This can give you a valuable showcase of your skills, particularly if you're a junior candidate or career changer without much relevant work experience. Structure your volunteering section the same as your work experience section.

Add your job title or the name of the volunteer role, the organisation, its location and the dates you volunteered. Also add some bullet points outlining your skills and experience in the role, as well as any key achievements.

Top action words to use in a portfolio manager CV

Using strong action verbs in your work experience bullet points gives you the opportunity to show how you've applied skills to good effect in previous roles. Starting each bullet point with an action verb, such as 'delivered', 'collaborated' or 'developed' also allows you to show your key skills and qualities in a way that's easily identifiable for the reader. Remember to always back up the action verbs you use with quantifiable evidence that shows the impact you made. You can use past tense for any action verbs describing previous jobs, with present tense for action verbs to describe your current role and responsibilities.

Full example of portfolio manager CV

Now that you're aware of the key steps to creating a winning portfolio manager CV, you can review a complete example to see how a final CV looks:

If you're not sure what your one-page, finalised CV design might look like, check out our examples.

Guide to CV ATS optimisation

Applicant tracking systems (ATS) are a valuable tool for many recruiters and employers, helping them manage the recruitment process by scanning and assessing CVs based on their likely fit to the job description. This task can relieve some of the strain on hiring managers through the recruitment process, which can become very resource-intensive, with roles often eliciting hundreds of applications.

The increasing usage of ATS apps by recruiters and employers means it's critical to adapt and prepare your applications to successfully navigate this stage of the selection process. Following the tips below will give you everything you need for an ATS-compatible CV:

• Include keywords and phrases that match the job description, making it easy for ATS apps to identify a strong fit for the role.
• Use standard CV headings that clearly identify each section, such as 'work experience', 'education' and 'skills'.
• Choose a standard CV layout that avoids the use of any special design elements that might make your CV less compatible with ATS scanning software.
• Select a font that's widely used and maximises readability, including popular serif and sans serif fonts between size 10 and 12 for body text, and 14 and 16 for headings.
• Use bullet points rather than writing long, full sentences, as this will make your CV easier to scan and parse, and help your keywords and phrases to stand out.

It might seem like there's a lot to remember when it comes to making an ATS-compatible CV, but taking care with this stage can really improve your chances of success. To make the process as easy as possible, use one of our expert-designed, ATS-optimised CV templates and boost your chances of success.

Key takeaways for your portfolio manager CV

For the best chance of impressing employers, always tailor your CV for every application and include keywords and phrases that reflect the job description. Choose the most fitting CV format for your experience level, and focus on showcasing how you've developed the necessary skills for the role, and used them to positive effect in previous roles.

Finally, creating your CV using one of Jobseeker's expert-designed CV templates can give your application the edge, placing you among the leading candidates and positioning you for success with your job applications.

References:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, HR Trends