Advice on what word to use

I'm having trouble deciding on the right word to use. I have been out of school for 9 months and work at a very small commercial bank.

Anyways, I am very active in the investments of the bank. I do not have the authority to trade without approval of one of the bank's directors. But, I more or less manage the $10,000,000 fixed income portfolio.

I am on the phone daily with brokers and am constantly looking at different securities, our portfolio analytics, etc. When I find something that I want to trade, I send it over to the director, call him up and we discuss it. If he approves, we buy it.

I want to say "Manage the bank's $10,000,000 fixed income portfolio" but I don't want to misrepresent what I do on my resume. I also don't want me to call BS on me. Though I feel this is one of my experiences that set me apart from other people my age. Any advice on how to word it without misrepresenting?

4 Comments
 

Speak to your boss. Whatever wording he will agree with go for it. He is going to be the one getting the phone call to verify whatever you put on your resume.

You don't really manage the money since you do not have direct authority to do anything. Kind of like a Jr Portfolio manager or something of that sort. All really depends what your official title is and what your boss thinks you do.

 

Omnis ad quasi ut dolorum sequi quo ullam. Beatae id sit rerum vel fugiat. Tenetur quod debitis voluptatem omnis pariatur. Consequatur molestiae in assumenda similique.

Non debitis aut debitis aut. Molestiae autem est maxime cumque odit rerum odio quis. Ut et earum quasi dolores dolor iste sit. Possimus cum asperiores assumenda. Vero ut consequatur et quod repellendus ducimus harum et. Consequuntur voluptatum accusantium quo voluptatem inventore.

Voluptatem aliquid eum omnis sit. Maiores et dolorem minima repudiandae voluptate. Quisquam perspiciatis autem ut repellendus et ut labore.

Qui similique quaerat hic exercitationem et voluptas sit. Aliquid nihil et rerum consectetur. Libero illo sed omnis corrupti quidem odit natus.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (23) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”