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 a Job Description Template
Follow these instructions to use a job description template
- Step 1: Replace the job duties and requirements based on information gathered from the team.
- Step 2: When the job description is finished, add an EEO (Equal Employment Opportunity) statement to the bottom of the job description.
- Step 3: Double check the job description fits the needs of the team, company, and is approved by the Human Resources department. Then post on a job board.
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