Job Role Description

Finance > Portfolio Manager

Salary National Average

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83060.0000 101000.0000 124810.0000

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Short Description:

A portfolio manager is a financial expert who oversees an extensive investment portfolio of securities with assets including equities, fixed income, commodities, real estate, and private capital investments. Whether working for a money management company, financial corporation, or individuals, portfolio managers work to generate a return on assets commensurate with the income and liquidity needs of an institution's beneficiaries, clients, or stakeholders.

Duties / Responsibilities:

  • 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 to maximize 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.

Skills / Requirements / Qualifications

  • Get Information: Observing, receiving, and obtaining information from all relevant sources.
  • Document/Record Information: Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
  • Evaluate Information to Determine Compliance with Standards: Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
  • Process Information: Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Work with Computers: Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Make Decisions and Solving Problems: Analyzing information and evaluating results to choose the best solution and solve problems.
  • Analyze Data or Information: Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Monitor Processes, Materials, or Surroundings: Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Job Zones

  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. 
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.
  • Specific Vocational Preparation in years: 2-4 years of preparation (7.0 to < 8.0)

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