How to Become a Portfolio-Manager?

Are you thinking of becoming a Portfolio-Manager or already started your career and planning the next step? Learn how to become a Portfolio-Manager, what skills you need to succeed, how to advance your career and get promoted, and what levels of pay to expect at each step on your career path. Explore new Portfolio-Manager job openings and options for career transitions into related roles.
"Portfolio Manager" was the nearest match for you query "Portfolio-Manager".

Steps to Become a Portfolio Manager

If you're considering starting your Portfolio Manager career path, it's important to note the skills, qualifications, and time it takes to become a professional Portfolio Manager and how to advance your career path. Below are the steps generally required to begin and advance your Portfolio Manager career.
Contents
1

Earn a Degree

To begin your Portfolio Manager career path, a Bachelor's Degree in Business or a related field is usually necessary in order to remain a competitive option for employers. Focus on industry-specific skill development during your education in order to be properly equipped when applying for entry-level positions and entering the job force. A Portfolio Manager internship may be required to earn your Bachelor's Degree and acquire necessary on-the-job skills before entering the workforce.

What type of degree should you pursue to become a Portfolio Manager?

92% of people working as a Portfolio Manager earned a Bachelor's Degree

What skills do you need to be a Portfolio Manager?

  • Cloud
  • Business Units
  • IaaS
  • French Language
  • SaaS
  • Excellent Organizational
  • Influencing
  • Excellent Communication
Based on resume data from Glassdoor users who reported working as a Portfolio Manager in the United States.
2

Choose a Specialty in Your Field

As an Portfolio Manager, you may be required to choose a specialty within your field. Determine which part of the Portfolio Manager field you feel strongest in, and continue taking active steps toward growing in your chosen Portfolio Manager specialty.
3

Get an Entry-Level Position as a Portfolio Manager

Once you've acquired a Bachelor's Degree in Business or a related field, you'll typically begin your career as an entry-level Portfolio Manager. In general, you can become a Portfolio Manager after completing your 4 year Bachelor's Degree in a related discipline. Depending on the type of Portfolio Manager role you’re pursuing, you may want to explore certification in certified product owner.
4

Advance in Your Portfolio Manager Career

Following entry-level, there are several Portfolio Manager career path levels to advance into. It can take 2 years as an entry-level Portfolio Manager to progress to the senior portfolio manager position. Each advanced Portfolio Manager position requires approximately 2 years of experience at each level to advance in your Portfolio Manager career path. It may be necessary to receive additional education, an advanced degree such as a Master's Degree in a related field, or special certifications in order to advance your Portfolio Manager career path.
5

Continued Education for Your Portfolio Manager Career Path

Not all industries and companies require continued education to advance your Portfolio Manager career path. However, earning this degree may help you advance to higher-earning positions more quickly. Earning a Graduate Degree in Business can take 4 years to complete. People that have earned their Graduate Degree typically make $237,920 compared to $92,654 for those without that type of degree.

Portfolio-Manager Career Path

Portfolio Manager

2 - 4Years of Experience
$127K - $221K /yrMost Likely Range
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26% advanced to

Senior Portfolio Manager

2 - 4Years of Experience
$155K - $268K /yrMost Likely Range
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Portfolio Manager IV

No Years of Experience Reports
$137K - $227K /yrMost Likely Range
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Total Pay Trajectory

Portfolio-Manager Career Path

Portfolio Manager I
Portfolio Manager
Senior Portfolio Manager
Portfolio Manager IV
Principal Portfolio Manager
Associate Director of Portfolio
Director of Portfolio
Senior Director of Portfolio
Vice President of Investment Strategy
Senior Vice President of Investment Strategy
$70K
$170K
$270K
$370K
$570K
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Related Careers in the Finance & Accounting Industry

Interested in other Finance & Accounting careers? Below are occupations that have high affinity with Portfolio-Manager skills. Discover some of the most common Portfolio-Manager career transitions, along with skills overlap.

Investment Banking Analyst
0% skills overlap
38% transitioned to Investment Banking Analyst