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About
Description
As Portfolio Managers, we provide a customized investment policy statement for each client. We buy and sell securities in a client account to carry out a specific investment or reach an investment objective. We also maintain new and existing client relationships by informing clients of market conditions, updating them on investment research and recent economic trends, and meeting with them to discuss their portfolio performance and update their investment objectives. We evaluate the portfolios' performance and ensure compliance with regulatory organizations' standards, investor disclosure, anti-money laundering requirements, and anti-fraud measures.
Core tasks:
- construct low-risk investment portfolios based on market conditions and economic trends
- determine clients' risk tolerance, risk preference, and return expectation
- maximize investment returns by managing equity and bond portfolios
Get job alerts Portfolio Manager
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Career path
Get job alerts Portfolio Manager
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Community
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Discussion about Portfolio Manager position
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What type of certification do I need for Portfolio Manager?
Do people working as a Portfolio Manager have a lot of responsibilities?
Which is the best experience for a Portfolio Manager?
Does a freelancer work as a Portfolio Manager?
Is the interview process long and complicated?
How was your hiring experience when you applied for a job as a Portfolio Manager?
How should I picture the work environment for a Portfolio Manager?
People working as a Portfolio Manager, how much do you make a year?
Do you have a uniform if you work as a Portfolio Manager?
Is it worth it to switch position to a Portfolio Manager nowadays?
Where do people working as a Portfolio Manager usually graduate?
How balanced is the gender diversity among people working as a Portfolio Manager?
Liam Brown
25% are women in this profession only.
What is the typical age to work as a Portfolio Manager?
Benjamin Gardner
The typical age is 32 for a Portfolio Manager.
How much experience is typically required to work as a Portfolio Manager?
Isabella Holmes
You need 7 years of experience to work as a Portfolio Manager.
What industries does a Portfolio Manager typically work in?
Sophie Hayes
For a Portfolio Manager it’s the most likely to work in the Finance & Insurance.
What kind of degree is needed to work as a Portfolio Manager?
Benjamin Gardner
A Bachelor of Science degree could not hurt if you want to be a Portfolio Manager
Which company employs the most people in the Portfolio Manager role?
Isabella Holmes
Morgan Stanley, UBS, U.S. Bank, U.S. Trust and Wells Fargo employs the most people in the Portfolio Manager role.
How many years do people spend as a Portfolio Manager in their career path?
Isabella Holmes
You should work for more than 5 years before considering changing to another role.
How likely is it for people working as a Portfolio Manager to switch companies still working as a Portfolio Manager?
Isabella Holmes
Getting experience working for multiple companies is typical for a Portfolio Manager.
What do people usually work as before switching to Portfolio Manager?
Liam Brown
A Portfolio Manager probably worked as Vice President, Analyst or Credit Analyst before
Working as a Portfolio Manager what job titles should I consider to switch to?
Benjamin Gardner
Vice President, Managing Director or CHIEF Investment Officer are good next steps for a Portfolio Manager
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