What does a Portfolio Manager IV 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 IV 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 IV 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
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience8+ years

Portfolio Manager Iv Salaries

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Portfolio Manager IV Career Path

Learn how to become a Portfolio Manager IV, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Portfolio Manager IV
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Principal Portfolio Manager
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Portfolio Manager IV

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

Portfolio Manager IV Insights

Read what Portfolio Manager IV professionals have to say about their job experiences and view top companies for this career.
Nimble (United Kingdom)Nimble (United Kingdom)
Head of Portfolio
10 Feb 2023

“The career growth potential is huge and you are promoted upon merit and achievement which is amazing.”

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.”

Portfolio Manager
5 Aug 2022

“Its great for career development and a thoroughly enjoying place to work if you thrive on fast pace and new challenges.”

Portfolio Manager
10 Nov 2022

“Slow career progression and not flexible”

Senior Portfolio Manager
15 May 2021

“Good and friendly collogues .”

Portfolio Management Analyst
5 Aug 2021

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

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Portfolio Manager IV Interviews

Frequently asked questions about the role and responsibilities of a Portfolio Manager IV

When working as a Portfolio Manager IV, the most common skills you will need to perform your job and for career success are Lean Six Sigma, Escalation, Requirements Gathering, Military Experience and SAS.

The most similar professions to Portfolio Manager IV are:
  • Investment Banking Analyst
  • Equity Analyst
  • Investment Analyst
  • Investment Banking Associate

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Portfolio Manager IV jobs