Portfolio Manager job description

Job description of a Portfolio Manager

Portfolio Managers, also known as Investment Managers, Wealth Managers, or Asset Managers, focus on providing their clients with portfolios that are based on successful investment strategy, with the primary goal of generating a sufficient return on investment. Their clients may be individuals or institutional investors.

This Portfolio Manager job description example includes the list of most important Portfolio Manager duties and responsibilities as shown below. It can be modified to fit the specific Portfolio Manager profile you're trying to fill as a recruiter or job seeker.

Portfolio Manager Duties and Responsibilities

Portfolio Manager job description should contain a variety of functions and roles including:

Generating an Investment Policy Statement, outlining our clients’ investment objectives.
Constructing successful investment portfolios informed by market conditions, and economic trends.
Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
Prospecting for new clients.
Staying up to date with relevant investment and trading news, and economic trends.
Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.

Portfolio Manager Requirements / Skills / Qualifications

Portfolio Manager job description should include these common skills and qualifications:

Bachelor’s degree in business, economics, or finance.
Professional certification as a Chartered Financial Analyst (CFA), or similar qualification, such as a CPA.
2 or more years’ professional portfolio management experience.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).
Excellent written and verbal communication skills.
Highly organized and detail oriented.
Detailed understanding of capital markets.
Exceptional analytical skills.
Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.

As a hiring manager, recruiting an ideal Portfolio Manager starts with crafting a good job description. Use this Portfolio Manager job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Portfolio Manager may also reference it in preparation for the interview.

Portfolio Manager Job Description

Job description of a Portfolio Manager

Portfolio Manager Duties and Responsibilities

Portfolio Manager Requirements / Skills / Qualifications

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