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.
- 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
- 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
How much does an Associate Portfolio Manager make?
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.
Average Years of Experience
Associate Portfolio Manager Insights
“It is the best environment to work mainly thanks to people who support and inspires you to grow.”
“Work/life balance can sometimes not exist depending on busy periods but is the same for all banks from my experience.”
“Teamwork is embedded in the organization's DNA to provide the best services to our clients to achieve their goals.”
“We are expanding rapidly so the opportunities for career growth are endless!! Everyone is so hardworking and really pushes you to challenge yourself.”
“Good and friendly collogues .”
“I’ve been challenged quite a bit and I really see a lot of career progression.”
“Very good Environment to excel and progress in your career”
“Bureaucracy and vertical hierarchy are drags for business performance and career development”
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.
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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.