Home Fund Manager Resume template
Fund Manager resume template
A clean starting structure with example content grounded in what fund managers actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most fund managers should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Fund Manager with a strong grounding in financial analysis, portfolio construction and regulatory compliance across managed funds and institutional mandates. Comfortable making disciplined investment decisions under market volatility and translating strategy into plain language for clients and boards. Track record of balancing risk exposure against return objectives within fund mandates.
Key skills
- Financial analysis and modelling
- Portfolio construction and rebalancing
- Risk and internal controls
- Economic and market data analysis
- Regulatory compliance (ASIC, APRA)
- Client relationships and advisory
- Bloomberg Terminal
- FactSet
- Excel/VBA
- Morningstar
Experience: example bullet points
- Analysed financial reports and macroeconomic data to identify investment opportunities, contributing to portfolio decisions that outperformed the benchmark over the reporting period
- Constructed and rebalanced diversified portfolios across equities, fixed income and alternative assets to keep exposure within mandate limits
- Monitored daily fund performance against benchmarks using Bloomberg Terminal and FactSet, flagging deviations for review by the investment committee
- Presented investment strategy and performance results to clients and the board, translating market movements into clear, actionable commentary
- Managed risk exposure and maintained compliance with fund mandates and ASIC regulatory requirements, supporting a clean audit outcome
Education
Bachelor degree in finance, economics or commerce is the most common entry point, often followed by a CFA Charter or postgraduate qualification in applied finance; RG146 compliance training and Responsible Manager status are typically required for advice-related functions.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- ASIC
- APRA
- RG146
- AFSL
- Responsible Manager
- managed funds
- superannuation
- portfolio management
- asset allocation
- CFA Charter
- Bloomberg Terminal
- FactSet
- Morningstar
- MSCI
- risk-adjusted return
- fund mandate
- benchmark performance
- compliance
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.