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Salary and Benefits

Portfolio Manager
$67K-$81K / yr. (est.)
$67K
$74,446 / year
$82K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Portfolio Manager

What does a Portfolio Manager do?

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

Insights

How Many Years of Experience Do Professionals Need Before Becoming Portfolio Manager?
On average, people work 7+ years in other positions prior to becoming a Portfolio Manager.
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HR ManagerBoston, MA - 6 months ago
So that's why they're so experienced! Makes sense now!
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Sales RepresentativeSeattle, WA - 6 months ago
๐Ÿค” I wonder if I should switch to finance and aim for that Portfolio Manager position...
How Long Do Portfolio Manager Employees Typically Stay in Their Roles?
On average, Portfolio Managers works in this position for 5+ years across multiple employers.
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TeacherLos Angeles, CA - 6 months ago
I'd love to know how Portfolio Managers find fulfillment in a single role for 5+ years. Teaching, on the other hand, brings new challenges and rewards every day!
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ChefNew York City, NY - 6 months ago
Don't these Portfolio Managers get bored doing the same job for 5+ years? In the culinary industry, we're always experimenting and innovating to stay on top of the game! ๐Ÿ˜œ
What Is the Job Hopper Score for Portfolio Manager Employees?
Frequent job changes in Portfolio Manager, indicating a willingness to change companies and roles more frequently.
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Private BankerChicago, IL - 6 months ago
Honestly, who cares about loyalty in this cutthroat industry? It's all about making moves to maximize success, money, and power ๐Ÿ’ธ
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Financial PlannerMiami, FL - 6 months ago
To each their own, but as a dedicated Financial Planner, I value commitment and building long-term client relationships. Job stability reflects trust and dependability.

Career path

Path to job

Discover a Portfolio Manager's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Portfolio Manager typically studied at.
Cornell University
New York University

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Portfolio Manager Employees?
Gender ratio in Portfolio Manager position: 0.744133416892974 Male and 0.255866583107026 Female. Age ratio in Portfolio Manager position: 16-20: 3%, 21-30: 49%, 31-40: 32%, 41-50: 12%, 51-60: 4%, 60+: 0%. Portfolio Manager position is predominantly male (74.4%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Portfolio ManagerSeattle, WA - 6 months ago
So, we're basically saying that Portfolio Managers are young dudes? This needs to change, seriously! ๐Ÿ˜ก
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Portfolio ManagerBoston, MA - 6 months ago
This image just proves that the finance industry has a long way to go in terms of diversity and inclusion. ๐Ÿ˜”

Workplaces

Who Are the Top Employers for Portfolio Manager?
Top employers of Portfolio Manager position: Morgan Stanley, U.S. Bank, U.S. Trust. People who work in Portfolio Manager position most typically go on to work for the Morgan Stanley.
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Fund Accounting ManagerSan Francisco, CA - 6 months ago
Morgan Stanley may be prominent, but some of us would rather work in the exciting world of hedge funds. Variety is the spice of life!
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Private BankerBoston, MA - 6 months ago
Morgan Stanley is just one of many opportunities in the finance industry. Don't limit yourself to the same old routine!
Morgan Stanley
U.S. Bank
U.S. Trust
What Industries Does Portfolio Manager Typically Have Experience In?
Industry Background: The most typical industries of Portfolio Manager: Finance & Insurance, Real Estate / Rental / Leasing, Manufacturing, Information Technology, Professional / Scientific / Technical. Portfolio Manager employees most likely come from a Finance & Insurance industry background.
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Portfolio ManagerChicago, IL - 6 months ago
Let's not forget that Portfolio Managers are paid big bucks to take risks with our investments. If they mess up, do we get a cut of their exorbitant bonuses? I highly doubt it! ๐Ÿ˜ก
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Portfolio ManagerMiami, FL - 6 months ago
You can't just put your money in a savings account and watch it grow. That's where Portfolio Managers come in! They work tirelessly to maximize returns and uncover investment opportunities. ๐Ÿ’ช

Find your job as Portfolio Manager

Discussion about Portfolio Manager

Want to know more about Portfolio Manager position?
Share your thoughts and ideas about Portfolio Manager position with others in our community.
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How balanced is the gender diversity among people working as a Portfolio Manager?
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Liam Brown3 years ago
25% are women in this profession only.
What is the typical age to work as a Portfolio Manager?
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Benjamin Gardner3 years ago
The typical age is 32 for a Portfolio Manager.
How much experience is typically required to work as a Portfolio Manager?
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Isabella Holmes3 years ago
You need 7 years of experience to work as a Portfolio Manager.
What industries does a Portfolio Manager typically work in?
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Sophie Hayes3 years ago
For a Portfolio Manager itโ€™s the most likely to work in the Finance & Insurance.
What kind of degree is needed to work as a Portfolio Manager?
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Benjamin Gardner3 years ago
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?
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Isabella Holmes3 years ago
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?
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Isabella Holmes3 years ago
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?
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Isabella Holmes3 years ago
Getting experience working for multiple companies is typical for a Portfolio Manager.
What do people usually work as before switching to Portfolio Manager?
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Liam Brown3 years ago
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?
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Benjamin Gardner3 years ago
Vice President, Managing Director or CHIEF Investment Officer are good next steps for a Portfolio Manager
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