Portfolio Manager Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Portfolio Manager:

  • 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.

Note that this is not an exhaustive list of Portfolio Manager skill, qualifications and experience. Job requirements for specific Portfolio Manager roles may vary, depending on the industry and type of employer.

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