What does a Portfolio-Manager do?
A portfolio manager works closely with clients to manage their investment accounts. Duties include consulting and advising clients to develop investment objectives aimed to increase investment performance, creating reports on investment activity and performance, communicate effectively with clients regarding investment accounts, market conditions and economic trends. Career advancements for portfolio managers include progression to an executive or directorial role.
Almost all companies require portfolio managers to have a bachelor's degree in business, finance or a related field with a master's degree preferred. Successful candidates for this position often possess a strong understanding of financial investment strategies and risk management techniques. As the job requires communication with clients and customers, exceptional customer service and interpersonal skills are required. A physical ability to sit in front of a computer screen for long hours every day is also required.
Average Base Pay
Portfolio-Manager Career Path
Learn how to become a Portfolio-Manager, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
“It is the best environment to work mainly thanks to people who support and inspires you to grow.”
“Work/life balance can sometimes not exist depending on busy periods but is the same for all banks from my experience.”
“Teamwork is embedded in the organization's DNA to provide the best services to our clients to achieve their goals.”
“Good and friendly collogues .”
“I’ve been challenged quite a bit and I really see a lot of career progression.”
“Very good Environment to excel and progress in your career”
“Solid work and life balance”
“Everything has been really good and the work has been challenging.”
Frequently asked questions about the role and responsibilities of a portfolio manager
When working as a portfolio manager, the most common skills you will need to perform your job and for career success are Cloud, Business Units, IaaS, French Language and SaaS.
- Investment Banking Analyst
- Equity Research Analyst
- Investment Analyst
- Investment Banking Associate
The most common qualifications to become a portfolio manager is a minimum of a Bachelor's Degree and an average of 0 - 1 of experience not including years spent in education and/or training.