Jobtree Logo small
Menu
SIGN UP|SIGN IN

Portfolio Manager Job Description

Next

Overview

portfolio manager
33
The number of occurrences in our database.
Use your resume to evaluate your fit with this role

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.

See available jobs and Set Job Alerts
Jobs
Use comma to separate
indeedImg
Avg Pay: $98K
Jobs: 0
glassdoor
Avg Pay: $160K
Jobs: 1,893

Quick Facts about this role from the Jobtrees career database

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.

5.0 years
$129K
The average years of experience in the workforce prior to having this role
3.99 years
Experienced
The average number of roles it took our users to get to this one
3
2114 out of 4016

Connect and Share

See below anyone you’ve connected with on Jobtrees that have had this role in their career.
Networking with people already in the role or industry is a great way to land a job and to figure out if this is a job you want
Invite your friends and colleagues to Jobtrees to discover connections and learn insights on roles that interest you
Share your experienceInvite your friends
Haven’t signed up or shared your experience/resume with us yet? Its free to sign up and if you already have a current or old resume, both can be done in minutes.

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
    The number of occurrences matches with Portfolio Manager in our database.
    Avg. Duration:48 monthsAvg. Fees:$34,442Type:Mostly full timeView more on Studyportals
  • Bachelor Of Arts (b.a.) In Communications
    The number of occurrences matches with Portfolio Manager in our database.
    Avg. Duration:47 monthsAvg. Fees:$30,151Type:Mostly full timeView more on Studyportals
  • Master Of Science (m.sc.) In Financial Analysis
    The number of occurrences matches with Portfolio Manager in our database.
    Avg. Duration:13 monthsAvg. Fees:$39,196Type:Mostly full timeView more on Studyportals
  • Bachelor Of Science (b.sc.) In Health Policy And Administration
    The number of occurrences matches with Portfolio Manager in our database.
    Avg. Duration:48 monthsAvg. Fees:$45,427Type:Mostly full timeView more on Studyportals
  • Master Degree In Public Administration
    The number of occurrences matches with Portfolio Manager in our database.
    Avg. Duration:17 monthsAvg. Fees:$23,406Type:Mostly full timeView more on Studyportals
Data powered by Studyportals
Find trainings related to Portfolio Manager

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

These are the most common roles Jobtrees users had to start their career that eventually lead them to Portfolio Manager. If you’re looking to get into this career these are jobs to consider to get your start. We’ve included below some current open job postings that match those roles. Click to search for more.