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.

What responsibilities are common for Portfolio-Manager jobs?
  • Provide client consultation to develop investment objectives
  • Provide advice and guidance for investment opportunities to customers
  • Create reports on investment performance and activity
  • Communicate with clients about their accounts, market conditions and economic trends
  • Manage equity and bond portfolios with the aim of maximizing investment returns
  • Commensurate acceptable levels of risk based on client instructions
  • Handle financial products as required
  • Work together with investment research teams to identify investment opportunities
What are the typical qualifications for Portfolio-Manager jobs?
  • Master's degree in business, finance, investment or a related field preferred
  • Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • High interest in and enthusiastic about economic and financial market trends
  • Exceptional customer service with a client focus
  • Flexible to travel to meet clients as required
  • Able to sit in front of the computer for long hours at a time
EducationBachelor's Degree
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

Portfolio-Manager Salaries

Average Base Pay

$160,000 /yr
Same as national average
Not including cash compensation
See More Insights
$22K
Median: $160K
$300K
See More Insights
Glassdoor Estimated Salary

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.

L2
Portfolio Manager
$160,000/yr
L3
L4
Portfolio Manager IV
No Salary Reports
L2

Average Years of Experience

0 - 1
7%
2 - 4
51%
5 - 7
21%
8+
21%
Not including years spent in education and/or training
See Career Path

Portfolio-Manager Insights

Read what Portfolio-Manager professionals have to say about their job experiences and view top companies for this career.
Purple TechnologyPurple Technology
Head of Portfolio Management
25 Jun 2020

“It is the best environment to work mainly thanks to people who support and inspires you to grow.”

Banc of CaliforniaBanc of California
Portfolio Manager
30 Jul 2021

“Work/life balance can sometimes not exist depending on busy periods but is the same for all banks from my experience.”

People's United BankPeople's United Bank
Commercial Portfolio Manager
17 Jan 2021

“Teamwork is embedded in the organization's DNA to provide the best services to our clients to achieve their goals.”

OMNIA PartnersOMNIA Partners
Portfolio Manager, Marketing
26 May 2022

“We are expanding rapidly so the opportunities for career growth are endless!! Everyone is so hardworking and really pushes you to challenge yourself.”

PrudentialPrudential
Senior Portfolio Manager
15 May 2021

“Good and friendly collogues .”

TruistTruist
Portfolio Management Analyst
5 Aug 2021

“I’ve been challenged quite a bit and I really see a lot of career progression.”

CapgeminiCapgemini
Portfolio Manager
8 Dec 2021

“Very good Environment to excel and progress in your career”

SantanderSantander
Fixed Income Portfolio Manager
25 Apr 2022

“Bureaucracy and vertical hierarchy are drags for business performance and career development”

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Portfolio-Manager Interviews

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.

The most similar professions to Portfolio-Manager are:
  • Investment Banking Analyst
  • Equity 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.

Related Careers

Investment Banking Analyst
$120,000
No skills overlap
Equity Analyst
$110,000
13% skills overlap
Investment Analyst
$72,000
No skills overlap
Investment Banking Associate
$180,000

Portfolio-Manager jobs