Portfolio Manager Job Description
Overview
![portfolio manager](/_next/image?url=https%3A%2F%2Fimage.jobtrees.com%2Froles%2FPortfolio%2BManager.jpg&w=828&q=100)
A Portfolio Manager creates and maintains investment allocations for private clients. Their role is to determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions. Their responsibilities are to direct all trades of the investment fund or portfolio, meet with analysts who have researched various securities and the institutions that issued them, analyze the background of the client, understand an individual’s earnings and capacity to invest, and recognize the financial needs and requirements of clients.
- Senior Lead Commercial Real Estate Portfolio Manag...Wells FargoDallas, TX, United StatesPosted: Sep 7, 2024
- Senior Commercial Banking Portfolio Manager - Midd...Wells FargoTacoma, WA, United StatesPosted: Sep 7, 2024
- Senior Commercial Banking Portfolio Manager - Midd...Wells FargoPortland, OR, United StatesPosted: Sep 7, 2024
- Senior Commercial Banking Portfolio Manager - Midd...Wells FargoBellevue, WA, United StatesPosted: Sep 7, 2024
- Senior Lead Commercial Real Estate Portfolio Manag...Wells FargoHouston, TX, United StatesPosted: Sep 7, 2024
- Senior Commercial Banking Portfolio Manager - Midd...Wells FargoSeattle, WA, United StatesPosted: Sep 7, 2024
- Wealth Portfolio ManagerNicolet National BankAppleton, WI, United StatesPosted: Sep 7, 2024
- Wealth Portfolio ManagerNicolet National BankGreen Bay, WI, United StatesPosted: Sep 7, 2024
- Senior Commercial Portfolio ManagerFortis Private BankMidvale, UT, United StatesPosted: Sep 6, 2024
- Learning Portfolio Manager: Technical Employee Ski...HP IncSpring, TX, United StatesPosted: Sep 6, 2024
- Portfolio ManagerUnited Community BankSouth Miami, FL, United StatesPosted: Sep 6, 2024
- CBUD Portfolio Manager IRockland TrustBrockton, MA, United StatesPosted: Sep 6, 2024
- Commercial Portfolio Manager - Emerging Middle Mar...BMO (Bank of Montreal)San Ramon, CA, United StatesPosted: Sep 6, 2024
- Portfolio ManagerShaw Industries, Inc.Dalton, GA, United StatesPosted: Sep 6, 2024
- Regional Portfolio ManagerThe ConAm GroupSan Diego, CA, United StatesPosted: Sep 6, 2024
Education you need to become a Portfolio Manager
These are the most common degrees or certificates earned by Jobtrees users prior to becoming a Portfolio Manager
There may be other required degrees or certifications needed for this job. The below info shows you the most commonly desired education level from employers when hiring for this job.
- Bachelor of Arts (b.a.) in Economics
- Bachelor of Arts (b.a.) in Communications
- Master of Science (m.sc.) in Financial Analysis
- Bachelor of Science (b.sc.) in Health Policy and Administration
- Master Degree in Public Administration
Annual Pay Estimate for Portfolio Manager and Other Important Info
See how many years Portfolio Manager's are in their job, how much they make, how long it took to get there and how available this job is in terms of open positions.
Connect and Share
Career Paths for Portfolio Manager
Find data driven insights on the path to get to this role and where it can lead
Jobs to start your career in becoming a Portfolio Manager
- Show MoreAnalystJob posting titleCompany NameDigital Engineering AnalystSystems Planning and Analysis, Inc.Board Certified Behavior Analyst (bcba) - Field Based - Signing Bonus!Verbal BeginningsFaculty Support Analyst (7397u) #71796University of California-BerkeleyAnalystTATA Consulting ServicesBoard Certified Behavior Analyst (bcba)The Stepping Stones Group
- Show MoreEquity Research AnalystJob posting titleCompany NameEquity Research Analyst/ Associate - IT Hardware & Technology Supply ChainBank of America CorporationEquity Research Analyst Graduate Program 2025 New YorkBarclays PlcEquity Research Analyst - (financials Sector)Franklin ResourcesEquity Research Analyst, Biotechnology & Pharmaceuticals, Vp, New York, NyCitigroup Inc.Equity Research Analyst - Asset Managers, Brokers and ExchangesMorgan Stanley
- Show MoreAccounting AssistantJob posting titleCompany NameAccounting Assistant 3 - Minimum Qualifications WaivedState of NevadaAccounting Assistant (payroll) - Fiscal ServicesCalifornia Department of EducationAccounting AssistantKimley-Horn and Associates, Inc.Casual/seasonal Tax and Accounting AssistantCompeer FinancialAccounting Assistant IvPyramid Consulting
- See More
Other Jobs similar to Portfolio Manager
- See More