What does a Portfolio Associate 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.
Portfolio Associate Salaries
Average Base Pay
Portfolio Associate Career Path
Learn how to become a Portfolio Associate, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.