← Back to Finance & Banking All sample CVs →

Sample document — fictional candidate for illustration purposes only. Your CV is prepared from your own record.

James Okafor
Portfolio Manager, Equities
james.okafor@email.com +44 7800 556 781 London, United Kingdom linkedin.com/in/jamesokafor
Licences & Certifications
CFA Charterholder — CFA Institute, 2022 FCA Approved Person (CF30) — FCA, 2021 Bloomberg Market Concepts (BMC) — Bloomberg, 2019
Professional Summary

Equity Portfolio Manager at BlackRock with 5 years of investment management experience, currently responsible for a $2.4bn large-cap developed markets equity book. Consistent track record of alpha generation through fundamental bottom-up stock selection and disciplined risk management. Deep sector expertise in technology, financials, and healthcare. Known for data-driven portfolio construction and clear communication of investment thesis to institutional clients and internal stakeholders.

Portfolio Metrics
$2.4bn AUM — large-cap equity book, 2026
+340bps Avg. annual alpha vs MSCI World, 3 yrs
0.87 Information ratio, 2023–2025
42 stocks Active positions, diversified across 11 sectors
Experience
Portfolio Manager — Global Equities Jan 2023 – Present
BlackRock, London
  • Sole PM for a $2.4bn long-only developed markets equity mandate benchmarked to the MSCI World Index; delivered 340bps average annual excess return over 3 years.
  • Constructed and maintained a 42-stock portfolio through rigorous bottom-up fundamental analysis and proprietary valuation frameworks.
  • Presented quarterly investment reviews and macro positioning rationale to 6 institutional clients representing $890m in AUM; achieved 100% mandate renewal rate.
  • Collaborated with risk team to monitor active risk budget (TE target: 350–450bps); kept realised TE within band in 11 of 12 rolling quarters.
  • Mentored 2 junior analysts; introduced a structured idea pipeline process adopted across the team.
Equity Research Analyst — Technology & Financials Sep 2021 – Dec 2022
BlackRock, London
  • Covered 24 companies across European tech and UK financial services; generated 9 Buy recommendations that outperformed benchmark by an average of 18% over a 12-month holding period.
  • Built proprietary screening tool in Python (pandas + Bloomberg API) to rank 180 European mid-caps on FCF yield, ROIC trajectory, and earnings quality metrics.
  • Authored 14 sector notes and 3 thematic research pieces distributed to 12 portfolio management teams globally.
Investment Analyst — Multi-Asset Aug 2019 – Aug 2021
Legal & General Investment Management, London
  • Supported senior PMs on a £1.8bn multi-asset income fund; responsible for equity sleeve attribution analysis and monthly factor exposure reporting.
  • Developed and maintained Bloomberg PORT-based risk dashboards tracking active weight, factor exposures, and liquidity metrics across 3 strategies.
  • Completed CFA examinations (Levels I–III) while in role; promoted to PM track ahead of standard timeline.
Technical Skills
  • Fundamental equity analysis (bottom-up, DCF, SOTP)
  • Portfolio construction & risk attribution
  • Bloomberg Terminal & Bloomberg PORT
  • FactSet (screening, attribution)
  • Python (pandas, NumPy, Bloomberg API)
  • Excel (advanced modelling, Power BI)
  • MSCI Barra risk models
  • SQL (basic queries for data extraction)
Education
BSc Economics (First Class Honours) Sep 2015 – Jul 2019
London School of Economics and Political Science — Dissertation: Earnings Momentum and Factor Crowding in European Equities (Distinction)