What does an Associate Portfolio Manager do?

A portfolio manager works closely with clients to manage their investment accounts. Duties include consulting and advising clients to develop investment objectives aimed to increase investment performance, creating reports on investment activity and performance, communicate effectively with clients regarding investment accounts, market conditions and economic trends. Career advancements for portfolio managers include progression to an executive or directorial role.

Almost all companies require portfolio managers to have a bachelor's degree in business, finance or a related field with a master's degree preferred. Successful candidates for this position often possess a strong understanding of financial investment strategies and risk management techniques. As the job requires communication with clients and customers, exceptional customer service and interpersonal skills are required. A physical ability to sit in front of a computer screen for long hours every day is also required.

What responsibilities are common for Associate Portfolio Manager jobs?
  • Provide client consultation to develop investment objectives
  • Provide advice and guidance for investment opportunities to customers
  • Create reports on investment performance and activity
  • Communicate with clients about their accounts, market conditions and economic trends
  • Manage equity and bond portfolios with the aim of maximizing investment returns
  • Commensurate acceptable levels of risk based on client instructions
  • Handle financial products as required
  • Work together with investment research teams to identify investment opportunities
What are the typical qualifications for Associate Portfolio Manager jobs?
  • Master's degree in business, finance, investment or a related field preferred
  • Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • High interest in and enthusiastic about economic and financial market trends
  • Exceptional customer service with a client focus
  • Flexible to travel to meet clients as required
  • Able to sit in front of the computer for long hours at a time
EducationBachelor's Degree
Work/Life Balance
3.8 ★
Total Pay--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

How much does an Associate Portfolio Manager make?

Confident
$100,618 /yr
Total Pay
$83,248
 /yr

Base Pay

+
$17,370
 /yr

Additional Pay

$100,618

 / yr
$53K$249K
Most Likely Range
Possible Range
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Associate Portfolio Manager Career Path

Learn how to become an Associate Portfolio Manager, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

L2
Associate Portfolio Manager
$100,618/yr
L3
L2

Average Years of Experience

0 - 1
22%
2 - 4
65%
5 - 7
6%
8+
7%
Not including years spent in education and/or training
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Associate Portfolio Manager Insights

Read what Associate Portfolio Manager professionals have to say about their job experiences and view top companies for this career.
Purple TechnologyPurple Technology
Head of Portfolio Management
Jun 25, 2020

“It is the best environment to work mainly thanks to people who support and inspires you to grow.”

Banc of CaliforniaBanc of California
Portfolio Manager
Jul 30, 2021

“Work/life balance can sometimes not exist depending on busy periods but is the same for all banks from my experience.”

People's United BankPeople's United Bank
Commercial Portfolio Manager
Jan 17, 2021

“Teamwork is embedded in the organization's DNA to provide the best services to our clients to achieve their goals.”

OMNIA PartnersOMNIA Partners
Portfolio Manager, Marketing
May 26, 2022

“We are expanding rapidly so the opportunities for career growth are endless!! Everyone is so hardworking and really pushes you to challenge yourself.”

PrudentialPrudential
Senior Portfolio Manager
May 15, 2021

“Good and friendly collogues .”

TruistTruist
Portfolio Management Analyst
Aug 5, 2021

“I’ve been challenged quite a bit and I really see a lot of career progression.”

CapgeminiCapgemini
Portfolio Manager
Dec 8, 2021

“Very good Environment to excel and progress in your career”

SantanderSantander
Fixed Income Portfolio Manager
Apr 25, 2022

“Bureaucracy and vertical hierarchy are drags for business performance and career development”

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Associate Portfolio Manager Interviews

Frequently asked questions about the roles and responsibilities of an Associate Portfolio Manager

When working as an Associate Portfolio Manager, the most common skills you will need to perform your job and for career success are MS Powerpoint, Agile Scrum, Degree IN Finance, MS EXCEL, and Frameworks.

The most similar professions to Associate Portfolio Manager are:
  • Investment Banking Analyst
  • Equity Analyst
  • Investment Analyst
  • Investment Banking Associate

The most common qualifications to become an Associate Portfolio Manager include a minimum of a Bachelor's Degree and an average of 0 - 1 years of experience not including years spent in education and/or training.

Related Careers

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Associate Portfolio Manager Jobs