Portfolio Manager Job Description
A Portfolio Manager is responsible for analyzing and managing a client’s investment portfolio. They typically work for big banks and investment firms and advise clients on the best course of action for their important investments.
Job Description Sample
We are looking for a skilled Portfolio Manager to join our team and assist our clients with their investment portfolios. The successful candidate will be responsible for conducting research, analyzing the stock market, and determine the appropriate course of action for client investments. You will advise them on investment strategies and opportunities and will address any questions or concerns professionally and completely.
A portfolio manager can earn anywhere from $52,000 to $111,000 annually. The median salary for this position is $73,000.
- Analytical skills.
- Strong interpersonal skills.
- Strategic financial planning skills.
- Research skills.
- Excellent written and verbal communication.
- In-depth knowledge of best investment practices.
Duties and Responsibilities
- Monitor client investments and keep clients updated on the state of their portfolios.
- Maintain records of all portfolio activity.
- Study the stock market trends daily.
- Make suggestions or recommendations to clients based on your expertise.
- Deliver presentations covering market trends and client portfolios.
- Bachelor’s degree in economics, business, or finance.
- Successfully passed the CFA exa.
- Series 7 license.
- Minimum of 4 years’ experience as a Portfolio Manager or similar role.
Using This Portfolio Manager Job Description Template
In order to use your new portfolio manager job description template, follow the instructions below.
- Step one: Copy and paste all sections into a new Word Document (Job Description Sample, Duties, Skills, and Requirements).
- Step two: Customize your requirements or duties to anything special to your environment. Be sure that you meet with either executive staff members or team members to qualify what requirements need to be met.
- Step three: When posting your job online, be sure to include an average salary range as this can help to prevent applicants who don't meet your criteria. Salary ranges are provided in each template.
- Step four: Before posting your job, be sure to check with your team and ensure all descriptions, duties, and requirements are accurate. This will save you from potential miscommunications during the interview process.
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